Alan Steiner Email & Phone Number

Brooklyn, New York, United States

Employed as an online tutor delivering great customer service via text and voice chat to students of math, economics, and English. Providing step by step instructions and insight to students so that they feel confident to answer the next question.

New York, New York, United States

Associate Project Manager, Project Management Office (PMO) - JPMorgan Legal DepartmentManaged stakeholder communications and data reporting of over two hundred projects to senior leadership. Led the strategic migration of the department-wide program reporting to a new, more efficient platform.Completed a regulatory compliance effort to enhance communication and data security for thousands of employees. Developed four surveys for this initiative. Provided detailed status reports through all steps.Coordinated with Technology and Business teams to change standards for application access assigned to thousands of new hires. Performed data analytics for transparency to streamline onboarding and certification. Designed tools to enhance reporting processes on legal matters for the senior leadership team. Trained and empowered a colleague with the expertise to adopt the reporting responsibility going forward.Liaised with developers in six departments to upgrade or replace tools for reports and surveys. Began as a contract worker in 2016 and became a Full Time Employee on 01/17/2017.

Contractor for Staffmark working in the Project Management Office (PMO). Responsibilities: Managed the creation of monthly Power Point presentations regarding over thirty high net-worth clients. Coordinated with financial advisors to optimize these data stories to support executive management. Designed and updated Excel files that provided detailed projections to Resource Project Managers. Created data analytics presentations in Power Point. Provided hiring decisions and Strategic Initiative Planning from the data. Led interns to move projects forward and managed personnel resources across projects.

Member of the Implementation Team for an industry leader in Stock Plan Administration. Responsibilities: Drove the implementation of client data to the UBS proprietary platform for tracking and trading equity products as a benefit (Stock Options, Restricted Stock Grants).Scheduled and conducted the “Kick-Off” meeting – a presentation including UBS and the client to describe and specify the entire Implementation process and define roles and responsibilities.Educated all stakeholders with technical data flow and operational workflow visualizations. Guided up to twelve clients at a time through detailed project plans to ensure timely delivery. Worked with Legal to ensure contract and amendment completion during implementation.Collaborated as a subject matter expert (SME) for developing processes with software vendors.Created and tested custom client trading websites with web administration for access controls. Also created and tested client back-end databases for reporting.Performed Life Cycle/Regression testing to make sure all products were ready to Go-Live.Implemented various equity products in addition to Stock Options (Employee Stock Purchase).Maintained action items, risks, decision logs, and clearly written communications for all client projects on a daily basis. Proactively collaborated with stakeholders to resolve these issues.

Financial Control & Accounting responsibilities: Implemented new technology procedures for manual processes in financial accounting.Created tools in Excel (VBA, macros, and formulae) to track and analyze Interest Rate Swaps.Reconciled monthly balances of Interest Rate Swaps/derivatives. Managed the General Ledger.

Member of the Conversion and Implementation Department of an industry leader in stock option administration (formerly AST Stock Plan). Managed over ten clients simultaneously on Citigroup’s proprietary database system. Held clients to the project schedule with time management best practices.Onboarded new client’s data to Citigroup’s system to assist with automation and compliance. Coordinated as a new client liaison: daily correspondence and occasional in-person meetings.Converted existing client’s data from their current database to Citigroup’s. This effort required extensive system knowledge, mastery of file specifications, and coordination with technology departments.Collaborated with client, Citigroup employees and technology divisions to improve the Implementation and Conversion processes. Implemented new global procedures, contributed to system design, debugging and testing.Managed a team of four colleagues for data projects, including training on databases and department procedures.

Programmed, designed, and maintained applications for advertising agencies using IBM mainframe assembly.Custom designed software for individual clients and globally designed to suit the general needs of dozens of companies. Developed custom reporting database features and applications that affected thousands of users.Migrated assembly programs into a user-friendly environment using Visual Basic Language.