• Led a successful banking core cloud migration at First City Credit Union, enhancing operational efficiency and scalability.• Directed the implementation of Microsoft Teams and Microsoft 365, revolutionizing communication, and collaboration across the organization.• Partnered with the Contact Center team to overhaul the existing telephony system, integrating state-of-the-art communication solutions.• Championed comprehensive digital transformation initiatives, utilizing cloud-based technologies and advanced communication tools.• Instrumental in devising and implementing digital strategies that support organizational objectives, driving technological innovation.• Ensured flawless integration and operation of digital and contact center technologies, achieving a unified experience for users.• Proactively monitored industry trends and emerging technologies, strategically enhancing digital and contact center capacities.• Cultivated a culture of innovation and teamwork within technology teams, emphasizing continuous improvement and excellence in service delivery.

• Founded a new Business Intelligence discipline, leading a team of analysts in leveraging tools like Tableau to drive actionable insights, directly supporting revenue growth and business strategy.• Directed the development of customized Tableau dashboards, providing key stakeholders with actionable insights to inform strategic decisions and drive business performance.• Pioneered the adoption of comprehensive reporting via Fiserv DNA to enhance financial tracking and performance analytics, pinpointing improvement areas.• Led efforts to optimize ACH transaction processing, significantly reducing costs and increasing efficiency.• Implemented a corporate scorecard system providing real-time visibility into KPIs, enhancing organizational agility in strategic decision-making.• Streamlined data collection and reporting processes, significantly reducing resource expenditure while boosting data accuracy.

• Led a major headquarters remodel project, significantly enhancing the work environment and operational efficiency.• Oversaw a branch remodel project recognized with two awards for redevelopment and design excellence.• Conducted facility audits regularly to maintain safety standards and operational integrity, addressing potential hazards proactively.• Negotiated cost-effective vendor contracts, ensuring quality services and supplies while managing budget efficiency.

• Successfully led a critical core conversion project, minimizing business disruption and integrating advanced technology solutions.• Drove the migration of key IT systems to Microsoft 365 and cloud platforms, enhancing collaboration and operational efficiency.• Implemented ITIL framework to align IT services with overarching business needs, significantly boosting service delivery effectiveness.• Championed continual digital transformation initiatives, fostering a culture of innovation and professional development within the IT team.

• Ensured comprehensive compliance of IT operations with regulatory standards and internal policies at OceanAir Federal Credit Union.• Directed the development and continuous enhancement of the Information Security Program (ISP).• Led the ongoing development and meticulous oversight of the Business Continuity Plan (BCP).• Oversaw the strategic development and budget management for OceanAir's technology investments.• Managed critical analysis and project management for new product and service development in the IT sector.• Acted as a key advisor to C-level management and the Board of Directors on strategic IT objectives.• Handled comprehensive reporting duties related to technology oversight, adhering to strict regulatory and stakeholder requirements.

• Managed IT Enterprise-level efforts pertaining to Service Desk Support, Integration, Test, Asset Management, Risk Management, Business Processes Methods, and Change Management experience supporting 500+ users in a highly visible and dynamic environment.• Supported project, budget and resource planning through client engagement, vendor and project management skills.• Proactively monitored and reported project status: deliverables, time, resources, and budget.• Demonstrated experience running a portfolio of projects simultaneously, ranging in value and complexity from $50K to $5MM.• Managed IT solutions following Agile/waterfall project management methodology via Jira and/or MS Project.• Partnered closely with cross-functional teams and know instinctively when to escalate when business interests are not in alignment with projected outcomes.• Identified and advocated for opportunities and innovations that lead to new business, enhanced productivity, and/or increased profit.• Evaluated vendor/contractor performance and compliance with scope documents.

• Participated in the collaboration with Segment/BU BRM in aligning Hosting, Network and Client Services Strategic plan with Segment/BU IT Strategic Plan and assist in the translation of Segment/BU needs and priorities into service requirements.• Supported Business Segment IT projects by ensuring Hosting, Network and Client Services and other Enterprise IT teams and subject matter experts were appropriately involved, engaged and responsive.• Managed service related questions regarding: services catalog, pricing, service levels, metrics response.• Facilitated initial resource and service requirements related to projects.• Coordinated and oversaw services issue resolution and escalation.• Managed coordination and communication of SLA management process & metrics.• Identified changes in service levels from BU’s and work with supplier to incorporate them into SLAs.• Assisted in the resolution of all service delivery issues between in-scope and out-of-scope organizations Project Oversight and Coordination.• Coordinated demand forecasting, demand management and capacity planning for Hosting, Network and Client Services.• Participated in new product/service discussions and prioritize New Services with Segment/BU IT.• Acted as change agent and perform the educator role on the “new service model” to the business. • Managed technology education.• Managed project cost estimates, obtaining input from subject matter experts.• Reviewed Disney TSD’s to assess technical impact of services.

• Managed thought leadership with prospects and customers in developing a vision and plan of how the vRealize (ITBM) solutions can address their IT challenges and provide significant business value.• Provided expertise in the area of integrated application architectures in order show how best to apply vRealize solutions to solve complex IT problems.• Provided input to Product Development to extend / customize solution to meet customer integration and functionality needs.• Collaborated with Sales to build relationships, recommend approaches and tools for defining the solution and communicate it to diverse audiences.• Collaborated with other departments to achieve customer satisfaction and resolve customer issues in a timely fashion.• Assisted with the development of standard reusable VMware “productized” consulting service offerings, including definition of tasks, deliverables and standard estimates.

• Gathered business requirements and worked with the technical team to model the vision/business requirements into a solution in Apptio and build appropriate reports, operational and financial models, dashboards and management reports.• Collaborated with IT Budget Owners, IT Leadership Team, Finance and Business Partners for both data gathering and financial modeling, cost projections, analysis, forecasts, budgets and long range plans to drive alignment across the organization with one standard model that works across both IT and business.• Assisted in drive initiatives for IT Total Cost of Ownership, financial metrics, and cost transparency.• Managed day to day financial processes within the IT organization with regards to Financials - monthly variance analysis, quarterly forecasts, annual budget.• Provided financial analysis support to financial decisions impacting IT operations.

• Managed ongoing configuration and troubleshooting of the Service Costing, Bill of IT, and Service Library modules.• Developed and maintained cost models for IT Service Portfolios valued at over $300MM.• Managed operational support for the monthly chargeback cycle, including loading of source data into the Apptio Bill of IT Module and validation of the cost model.• Managed development and application of IT Financial Management support processes and procedures.• Identified, understood and represented service portfolio, financial, reporting, customer, and other technical and non-technical requirements in the development of a TCO (total cost of ownership) model.• Managed document requirements (business, functional and technical), stories, use cases, business flows and acceptance criteria to support development of technology solutions.• Provided project lifecycle support including requirement gathering, service and cost model development, testing/quality assurance and production release.• Gathered functional and business requirements and rapidly translated information into a working set of operational and financial models, dashboards, and management reports.• Collaborated with IT Executives and Finance on IT Total Cost of Ownership, financial metrics, and cost transparency initiatives.• Acted as a point of contact for Business Information Officers and other IT Executives.• Imported, transformed, and rationalized data from systems of record such as General Ledger, Fixed Assets, Clarity, HP Service Manager, Centralized Application Repository, Asset Manager, etc.

• Supported multiple, simultaneous implementation projects via remote configuration and development at Apptio's Center of Excellence in Bellevue, Washington.• Gathered and translated functional and business requirements from clients into a functional hosted solution design which met customer needs, provided maximum solution value, and was within scope of products/services.• Configured, tested, & documented dashboards, reports and underlying data models to meet functional design and specifications.• Managed customer implementations, i.e. loading new data, reviewing and validating dashboard/report outputs.• Collaborated with product management and development organization to channel client feedback and solutions into future releases of the Apptio product suite.• Collaborated with content management to channel commonalities across customers into best practices processes & product delivered templates.• Worked closely with other analysts in the organization to leverage skill sets and deliverables.• Provided end user training as needed.• Collaborated with other departments within Apptio to achieve customer satisfaction and resolved customer issues in a timely fashion.

• Provided consulting services via detailed analysis of SS&C Advent products to prospect and existing clients.• Developed and implemented SS&C Advent products on-site and drove adoption.• Gathered and analyzed client business requirements and adapt findings to existing agenda.• Acted as liaison between client, Advent, and third-party technology vendors• Collaborated very closely with project managers, service planners, and customer support to drive results.• Updated client activities to management on a daily basis.• Trained clients on use and administration of applications.• Managed time to maximize agenda and deliver on critical components.

• Performed diverse analyses and benchmarks across company’s algorithmic trading strategies revealing cost and impact savings.• Generated and maintained weekly volume trade reports for several business products entailing substantial interaction with senior level management.• Identified, outlined, and presented trends to C-Level management and large audiences.• Monitored possible market manipulations and reported violations to proper authorities.• Prepared detailed weekly, monthly, and quarterly financial reports utilizing Crystal Reports.• Built & developed relationships with diverse teams and departments - Algorithmic Trading, Sales, Transaction Cost Analysis, Legal, and Marketing.• Redefined & optimized liquidity analysis process & interpretation to assist sales traders.• Created ad-hoc simulations to aid with system improvements, strategy development, and provided detailed transaction cost analysis.• Developed & maintained detailed knowledge of trading products & systems to provide ongoing feedback.

• Modeled Collateral Quality and Portfolio Tests within the subprime sector. • Performed extensive data due diligence for investor payment report surveillance and compliance on portfolio holdings. • Worked effectively with Portfolio Managers and Corporate Trustees on Closings, Effective Date Reports, and ongoing Distributions.• Focused heavily on compliance issues ensuring that client portfolios comply with the Indenture.• Identified, investigated and resolved outstanding breaks listed on Error Reports.• Successfully completed engagements with clients such as Bank of America, Wachovia, Friedberg Milstein, GSC Partners, Redwood Trust, Bank of New York, ABN AMRO, etc.

• Maintained portfolio and indicative data elements for Collateralized Debt Obligations.• Interfaced with Programmers and Global Loan Services to ensure timely and accurate reporting of portfolio test results as described in the Indenture.• Collaborated with Portfolio Managers in order to obtain necessary documentation and sufficient collateral for funding of commercial loan lines.• Provided trade corrections on and before settlement using Bloomberg.• Engaged in Mutual Funds investments and high volume money transfers.• Prepared daily reconciliation and quarterly distribution reports for review by Portfolio Managers. • Responded to pre-trade approval requests by Portfolio Managers. • Identified and resolved calculation variances.