Bryan Joslin Email & Phone Number

Holmdel, NJ, US

New York City Metropolitan Area

• M&A project manager for key initiatives related to XFS portfolio sales or forward flow agreements.
• Project managed the sale and transition of XFS US leasing business helping integrate into PEAC US leasing operations.
• Project manager for Xerox project to spin off Financial Services. Led legal entity, finance, risk management, and operations projects to enable separation ready entity.
• Agile project manager for moving XFS off Xerox legacy systems and build new XFS IT stack. Project managed requirements, delivery and testing for new equipment leasing technology platform.
• Project lead for coordinating, prioritizing, and tracking projects and enhancements with key IT vendors.

Greater New York City Area

• Manage team of 6 professional project managers. Oversee portfolio of 30 projects delivered in support of CCAR and model risk management. Provide guidance to steer critical projects.
• Program manage Model Risk Management department for CCAR/DFAST annual cycle and coordinate enhancement projects to improve efficiency and effectiveness for the next cycle.
• Project manager for key Model Risk projects including implementing controls for end use computing (EUC) models, validation activities for implementing CECL into models, and upgrading all Morgan Stanley models to an.

New York, NY

• Interim COO for AIG Deputy CFO: develop staff meetings, town halls, and department communications; promote the employee engagement agenda for department of 1,700 finance professionals.
• Oversee the entire 20+ project portfolio for both the Investments Finance and FP&A departments; and coordinate the priority of projects and resources between Finance and IT
• Program Manager for 4 work streams of AIG’s top 2016 priority project, Modular Segmentation, focused on building out reporting infrastructure and allocation methodologies for internal & external reporting
• Finance Program Manager for projects required by the Federal Reserve Bank (FRB)
• Developed the governance model for projects transitioning out of FED supervision to BAU and drove project close out for multiple projects within the Regulatory Reporting and Intercompany Governance programs
• Program Manager for developing Internal Controls over the CCAR and Capital Planning process – led effort of 21 teams to implement and/or document 700 controls

• Oversaw portfolio of 48 projects that finance was delivering in support of the investment banking and sales & trading business on behalf of the CFO
• Gemini project manager – managed rollout of brokerage and clearing expense management and automation tool, which streamlined processes and reduced B&C fees resulting in offshoring 40 controller roles and contributed to.
• Manage firm wide initiative to analyze expenses via Activity Based Costing (ABC) and capacity management. Develop process to capture value / ROI from the ABC and profitability data analysis.
• Accountable for annual project budget exceeding $10 million and 40 resources
• Completed vendor analysis and selection, then directly managed team of 10 vendor consultants
• Implemented firm wide ABC process methodology and system, replacing 5 legacy cost allocation systems

• Manage Derivative Operations projects and process improvements related to business continuity, records retention, fraud management, and information security.
• Ensure the privacy and security of confidential Citigroup data within the Derivative Operations department through training and awareness programs and enforcing Corporate Information Security policies

• Manage tier one business initiatives for the firm. Present projects to the Executive Steering Committee, create monthly dashboard report, and enhance the firm’s project management lifecycle and processes.
• Program Manager for TradeCentral.com (active trader platform) - the #1 priority project for the firm, consisting of six concurrent projects with a 2005 project budget exceeding $5 million
• Stars & Stripes project manager, delivered $2.6 million in required Patriot Act changes across nine applications, customer correspondence, customer service, and business processes
• Integrated the Operations department, combining Ameritrade with TD Waterhouse Operations function
• Implemented formal Project Management methodology and tools for the Technology Group and coordinate all resources to support on time/on budget fulfillment of project goals across a portfolio of projects
• Successfully rolled out Financial Engines application suite to our 151-branch network allowing our associates to offer licensed financial advice to our customers

• Delivered the technology infrastructure needs for eight Fixed Income Trading business units. Determined the project requirements and led project team members to successfully meet project goals
• Post 9/11, built out temporary fixed income trade floor space in Jersey City to support continuing operations
• Managed the project to rebuild the NYC trade floor and move 1,300 Fixed Income Trading and Operations employees from the disaster recovery site in Jersey City back to the World Financial Center, NYC

• Managed concurrent system enhancement projects for the Mutual Fund and Annuity (MF&A) Department
• Project Manager of development team that built a mutual fund and annuity client data warehouse, effectively combining 4 systems into one
• Improved system data model and reporting capabilities leading to increased profitability, strategic product development, and enhanced business risk analysis for the annuity department
• Contributed throughout the full project life cycle for a new Claim Processing Application, incorporating the claim process with the new claim system; leading to increased automation, efficiency, and less paperwork

Bs, Finance

Mba

Ms, Information Systems

Master Of Science - Ms, Management Information Systems, General