I direct people and projects to create and improve operational processes to meet business needs. By forging collaboration among stakeholders, I deliver timely results for increasing efficiencies with such projects as enabling Equity Finance to utilize Fully Paid client positions for Securities Lending needs and controlling exposure of accounts, both cash and non cash collateralization. My proficiencies include gathering business requirements for projects to integrate information technology and functional systems. I provide documentation for compliance and control issues.I excel in spearheading efforts by communicating with internal areas to achieve ultimate results, including any testing phases needed. I am known for developing talent for various staff processes and support for management. My background and expertise in Equity Finance includes Securities Lending, Brokerage Operation, Reorganization, Margin, Clearance, Dividends and Compliance. * Managed creation of a process flow and business requirements. Coordinated with Project Managers. Admin Developers and Information Technology to collect necessary documents within set deadlines. Ensured that all information needed for Runbook testing, scripting and post analysis was completed on time. * Strengthen communication among internal ares to increase efficiencies by 70% in tracking and identifying breaks in positions with DTCC deliveries. Created an Excel database to share data among Stock Record, R&D, Corporate Actions, Dividends and Buy In to accelerate issue resolutions. * Directed staff on projects, organized, led weekly call on updates of various phases of projects and forged collaboration with other program/project managers and stakeholders for functional solutions.* Supported and coordinated UAT, defining testing requirements together with QA and Testing Team as well as the clients. Engaged in creation of supporting documentations.
Listed skills include Investment Banking, Capital Markets, Middle Office, Trading, and 17 others.
