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Click here or scroll down to respond to this candidate Candidate's Name , MBAStaten Island, N.Y. | Street Address -733-5469 | EMAIL AVAILABLE | https://LINKEDIN LINK AVAILABLE
____________________________________________________________________________________Professional Overview: Transformational Project Manager / Business Analyst; focusing on new application development, implementation, and process improvement efforts in the financial services industry.
Expertise in client services support, onboarding, risk management, business problem-solving, and adapting project methodologies to fit specific transformational needs.Professional Experience:Citi | New York, N.Y. (Consultant) (07/2022-03/2023)Served as a Technical Project Manager / Agile Scrum Master / Business Analyst for Collateral Management Risk reduction systems development and process improvement efforts.
Acted as Agile Scrum Master in the following capacity: Coordinated all project activities with project stakeholders and external vendor (Appian). Project Management/Best Practices. On-boarded Third-Party vendors to Citi s applications. Hosted Daily Stand-up Meetings. Managed the Product backlog. Removed Roadblocks. Updated JIRA and maintained project user stories. Led User Acceptance testing sessions with end users and maintained test result logs. Developed materials required for periodic code releases such as sign-off and test evidence logs. Performed system demonstrations for the end users.Successfully delivered a Collateral risk reduction workflow software product on time and within budget.EY | New York, N.Y. (04/2021-05/2022)
Manager Tax Technology and TransformationSuccessfully supported numerous tax data remediation efforts for EY clients in a Project Manager / Business Analyst capacity.This included the following: Developed and delivered a 1099 historical data analysis for EY clients which was presented to their senior management as an Executive PowerPoint deck. Successfully performed third-party user acceptance testing (UAT) results to EY clients for internally developed applications. Performed data analysis for the development of tax data reports for EY clients. Functioned as an analyst for enterprise-wide tax data transformation effort focused on Custody business clients.BNY Mellon | New York, NY (06/2012-04/2021)
Vice President - Broker Dealer Services & Global Clearing Client Services Officer
Functioned as an Executive Client Relationship Manager, nurturing 17 BNY Mellon BDS Global Clearing relationships. Presented new business opportunities to BNY Mellon Executive Management.
Performed data quality assessments and drove remediation efforts by oversight controls and reviews. Successfully supported Broker Dealer Services (BDS) clients in all non-U.S. Markets, managing $6 million in BDS revenue. Developed and reported monthly KRIs to upper management as part of the role in Governance structure. Managed the successful implementation of all required regulatory changes with the assigned client base and in partnership with governance and compliance control. (e.g: MiFIID II, Brexit etc.) Led global meetings with clients to build relationships, establish a governance structure, and update clients on product and system enhancements, and work to exceed the client's ongoing satisfaction with BNY Mellon. Managed any Corporate trust issues internally and with the client. Increased business revenue by approximately 33 percent over the course of the final two years in this role due to the acquisition and onboarding of new business acquired.
Responsible for all required acquisition integration activities for new clients as follows: Responsible for presenting details of the new business to Senior Management Responsible for setting up new clients with system access, contracts, & fee billing. Responsible for market set-ups and training of clients on bank systems.BNY Mellon | New York, NY (2010 2012)Vice President - Project Manager & Business Analyst
Global Fee Billing and Revenue Operations
Acted as key project manager for fees and billing during BNY Mellon s acquisition of PNC s Global Investment Servicing (GIS) Division. Key contributor in consistently boosting BNY Mellon s assets under custody (AUC) by approximately $460 billion. Successfully designed and developed a series of key business process reports consisting of specialized extracts from the Advantage Billing System. Created and integrated a customized database designed to identify and monitor incorrectly un-billed accounts. Reconciled and validated account and transaction data for 3 European business locations.BNY Mellon | New York, NY (2002 - 2010)Vice President - Project Manager & Business Analyst
Account and Securities Operations
Re-engineered the custody business s account opening process for global and domestic corporate trust-based accounts. Developed a web-based account opening application that substantially streamlined both the account opening and billing process. Co-authored business requirements and function specification documentation developed to automate anti-money laundering surveillance efforts. Developed a remediation process to address data quality (DQ) issues.
Successfully developed and implemented a process for digitally imaging and archiving all paper-based custody client documentation.Deutsche Bank | New York, N.Y. (1997 2002)
Assistant Vice-President
Business Process Improvement and Re-engineering Analyst specializing in static data files, IT transformation, and user training.Courses / Certifications: PMP Training Completed Exam Pending Generative AI Overview for Project Managers Certificate Project Management Institute AI for Business, From Basic to Advanced! - Udemy Completed CourseEducation:Master of Business Administration (MBA) | St. John s University | Queens, N.Y.Bachelor of Science (BS) in Business Management | St. John s University | Queens, N.Y.Expertise:Agile | AI | Business Analytics | Business Requirements | Broker-Dealer Services | ChatGPT | Client Lifecycle | Change Management | Client Onboarding | Compliance | CRM | Customer Retention Strategies | Custody | Data Remediation | Data Transformation | Financial Services | Internal & External Clients | JIRA | KPI | KRI | MS Office | OFAC & AML Trained | PowerPoint | PMP Trained | Project Management | Regulatory Implementation | Relationship Management | Resolution Management | Risk | Sales Consulting | Scrum Master | SDLC | SLA | Technical Integrations | Test Plans |Trade Lifecycle | Trade Settlements | UAT Testing | User Training |
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