Managing team of Business Analysts and Testing Specialists involved in onboarding new clients onto the Investment Operations Outsourcing platform.• Managing Business Analysts responsible for Client Oversight, Trade Communication, Reporting, and Reconciliation Workstreams.• Managing Testing Specialists responsible for Joint UAT with clients as they prepare to go live with outsourced operations.• Mentoring and guiding teams throughout the implementation lifecycle.• Escalating risks and issues that could impact the implementation timeline.• Documentation and improvement of onboarding processes and tools.

Managed team responsible for ERP Systems, which included Development, QA, and BSA roles. Major focus on new system implementations.• Facilitated monthly governance meetings with group heads, business stakeholders, and IT, which provided visibility into IT activities and strategies.• Coordinated creation and maintenance of IT Strategic Roadmap for ERP Systems, ensuring visibility of group strategy and alignment with team backlog.• Supervised team’s testing, implementation, and production support of Workday Financial Integrations, which delivered foundational automation after initial system go-live.• Oversaw team’s development of ETL solutions for new loan accounting SaaS implementation, enabling increased automation of the loan accounting process.

Assisted IT with implementation of new processes and tools around IT Change Management and Strategic Roadmaps.• Created test plans and coordinated testing for initial ServiceNow ITSM implementation.• Assisted with process improvements, staff training, and documentation.• Assisted with the adoption of Strategic Roadmaps.

Accountable for success and stability of Global OTC Client Clearing operational platform. Included product launches, testing, release approval, and client issue resolution.• Managed global staff training, achieving operational readiness for platform/product support.• Ensured operational and technological readiness before each product go-live phase.• Product Owner for Global Reconciliation System for cleared OTC derivatives.• Improved processes by addressing software defects, building interim controls, improving process flows, and educating staff.• Managed complex client queries and trained Client Service associates to resolve recurring queries independently, resulting in improved client satisfaction.• Guided setup of QA team, ultimately transferring reliable and repeatable testing process to the new team.• Taught and mentored associates to master complex products. Coached them toward advancement by delegating and providing opportunities for visibility and ownership.

OTC Derivative Back Office Operations - Settlements, Trade Confirmation, Collateral, and Client Services. Included Offshore Migration and Post-Acquisition Integration Initiatives.• Offshored FTE in Confirmations, Collateral, Settlements, resulting in reduced Ops costs.• Presented at Marcus Evans Collateral Operations Training Conference.• Coordinated implementation of ISDA Novation Protocol across multiple teams, resulting in reduced outstanding IRS and CDS confirmations.• Mobilized team to address large backlog of cash breaks on Credit Default Swaps (a widespread industry issue at the time), achieving vastly improved control.• Coached, supported, and advocated for 3 VPs who achieved promotion to Director.• Migrated Collateral Operations process from internal system to vendor system, resulting in improved controls and workflow.