Project Manger and Product Manger managing the roadmap for data and its integration into the system and ongoing data quality for the security master, broker interfaces and other data as required. Manage deliveries from vendors, including data providers and new broker interfaces are part of new implementations working with clients and implementation team.

Business analyst/ Product owner on the product team responsible for identifying functional requirements, performing requirements analysis, writing user stories and managing backlog to enhance system to support Fixed Income and Options derivatives under ASC 815/IAS 39 / IFRS 9

Managed multiple financial software front office implementation engagements in the alternative assets industry; current client portfolio includes large pension funds and asset managers; directly interacted with C-level executives on the scoping and management of the overall project and execution of contracts.

As Senior Financial Analyst, designed and rolled out the initial certification program. Worked directly with clients to address more complex issues including participating on calls with auditors on behalf of the client explaining results from system’s statistical analysis of the client’s derivatives hedging strategy. Also conducted training and performed trade and hedge analysis to support clients in their monthly closes. Was the “go to” person for the treasury team of one the largest food corporation headquartered in the United States and one of the world’s largest breweries.As business analyst on the product team was responsible for identifying functional requirements, performing requirements analysis, testing and training for production implementations of software enhancements for tactical client projects and internal strategic

Led complex projects and managed 3 implementation consultants for portfolio and order management systems in the hedge fund industry for mid-sized clients; projects included Bloomberg integration for data and FIX connections.Developed new implementation processes and documentation using SOWs and project plan reviews with clients to define project scope and management expectations which resulted in high-quality and accepted deliverables.

Managed the portfolio of compliance reporting projects for the NYSE specialist group in addition to financial planning and IPO order management projects for the Asset Allocation group.