Edge Grant Billing Systems is an automated solution that provides a non-profit organization the ability to manage their budget and funding obligations across multiple grants and programs.

Providing leadership in the development for the continuous evaluation of short and long-term strategic financial objectives. Ensuring credibility of the Finance group by providing timely and accurate analysis of budgets, cash management expertise, financial trends and forecasts. Taking a hands-on lead position of developing, implementing, and maintaining a comprehensive Finance & Accounting system.

• Product Development - Identifying client needs, developing new innovative products setting goals and initiatives.• Process Development - business process and control design, platform development, system review and selection, business requirements specifications and vendor management.• Sales / Business Development - product demonstrations, white boarding, proof of concept management, implementing and designing/ delivering product/ technology solutions to prospects.

• Leader of Product and Process Development - Working closely with clients providing solutions and identifying ways of improving operational process by re-engineering existing procedures and controls.• Client Service Support - developing standard operating procedures, client user guides and training client service teams for new products and product enhancements.• Sales / Business Development Support - sales training, product demonstrations, white boarding, proof of concept management, implementing and designing/ delivering product/ technology solutions to prospects.• Managing Product Roadmap - setting priorities and initiatives.

• Performed business analysis on a global trade capture project, responsible for documenting current and future trade capture.• Defined and wrote Business Requirements Documents that improved the transactional dataflow both upstream and downstream to vertical risk applications. • Designed means of bridging IT systems in the renovated and legacy state which impacts the financial and regulatory reporting as well as Basel Capital Requirements.• Implemented trade enrichment transforming the front to back architecture into a transparent efficient model that supports their current and future needs.• Worked closely with various stakeholders and end users - Project Management, IT development, Operations and Finance Group. • Managed meetings, takeaways and action points for project initiatives.

Led the initiation, planning, development, execution, monitoring and control,and closing processes of project plans for global brokerage firm.• Managed the Trade Processing Automation project, significantly increasing the capacity to process over one million trades daily, providing a clearing platform for business growth. • Initiated and managed the implementation and integration of an electronic trading platform for the Securities Lending Desk, increasing Matched-book revenues.• Managed the implementation of Anetics, a front-end trading system for securities lending, complete automated straight-through-processing to Loanet, inclusive of EOD trade and position reconciliation.• Spearheaded the initiative to provide Prime brokerage clients a portfolio system, ultimately selected Advent Geneva, as the business owner, played an integral role in vendor contract negotiations.• Developed business requirements for overall dataflow relative to static data, trade capture, market pricing, corporate actions and reporting needs.• Collaborated with customers, operations and information technology, ensuring the success of business and product development initiatives. Assisted with client on-boarding process. • Provided expertise and guidance in the preparation of concise functional specifications and product assistance and client troubleshooting advice• Managed the project scope and deadlines, ensuring compliance with firm policies and best practices.

Managed a group of nine accountants and all fund accounting.• Calculation of management and performance fees, price validations, NAV calculations and investor allocations of fourteen funds with diversified investments.• Supervised the investor services NAV performance reporting. • Project Manager in the reconstruction of a Bank Debt Portfolio of two complex hedge funds.• Working experience with Bank Debt, Fixed Income, Equities, Futures, FX, OTC Options, Derivatives Products (TRS, CFD, CDS and IRS).• Trained staff on various trading strategies

Executed overall decision-making for direction and prioritization for the Accounting Module.• Acted as the Product/Industry Expert, working closely with customers in developing business requirements for new system functionality.• Appointed the Project head of FX functionality development project.• Revised Mortgage-backed Securities functionality and reporting.• Initiated and managed Client User Groups

Headed up all business development, contract negotiations and project management for diverse consulting services in the financial industry.• Worked with Sungard as chief business consultant on the FX development project until hired as full-time employee.• Provided analysis, business requirements, functional specifications, QA testing plan for new development of the Shadow Financial Corporate Action Module, Responsible for functional design and implementation.• Improved the back-office internal controls, management reporting and revenue analysis assignments for Garban ICAP.• Managed a Revenue/Profitability Analysis Project for Refco Inc. which led to increased profits.

Overhauled the financial and management reporting, created budget metrics and guidelines for the division.• Analyzed new business lines for profitability and integrating into existing platform.• Created and implemented P/L reporting system, providing management a daily profit center analyses.• Restructured commissions paid to introducing brokers, increasing revenues 15%.