Gregory Schmidt Email & Phone Number

Dorchester, Ma

Manage software implementation and support

Supporting UOB Implementation at Santander Bank, NA

Greater Boston Area

Cambridge, Ma

• Managed bank partner relationships, and bank integration projects for a start-up business payments company. • Led project to define the workflow for direct sales onboarding, and related KYC procedures. • Within Agile development environment, wrote specifications for SSO, transaction matching, and bank-specific payment file formats. • Performed testing on all modules.

Waltham, Ma

• As product owner, managed the Online Banker dashboard and widget re-design using Agile methodology.• Created and implemented product roadmaps for the Enterprise Banker Single Sign-on products.• Wrote business and functional requirements, and prototyped UI design for the Enterprise Banker and Online Banker product lines, including Single Sign-on integration, Enrollments, Administration, Balance Reporting, and Account Transfer modules.• Managed third-party vendor relations, and issues management. • Contributed to testing, implementation and post implementation support. • Led on-site requirements gathering and solution consulting for client financial institutions.• Designed and hosted Webex presentations and demonstrations for management and clients.

Boston, Ma

- Managed team that developed, implemented, and supported the IBT Risk Reporting System through five years of enhancement releases. System accessed daily by over 1500 users world-wide for exception and failed trade reporting.- Integrated BGI Reconciliation operations with the IBT Reconciliation Systems – including the implementation of the SmartStream Reconciliation application for the IBT Boston office.- Designed front-end, database, and reports for multi-tier Web-based application for client reporting of recon exceptions.- Re-designed and implemented enhanced data interfaces for the TLM Reconciliation application.- Implemented SEI’s ODR database and created an extract and reporting process using SQL-Server and DTS, to support both external Clients and internal systems.

Boston, Ma

- Wrote RFP and managed the selection process for the bank’s Private Equity Partnership Accounting System. - Wrote RFP and managed the selection process for the bank’s FX Trading system.- Managed the selection process, the implementation, and initial support for the bank’s SWIFT Alliance gateway – including the implementation of related reporting and OFAC filtering products.- Managed Year 2000 testing for Finance, Reconciliation, and Institutional Custody Systems.

Boston, Ma

- Wrote RFP, and managed development and implementation of a proprietary mutual fund billing system.- Wrote RFP, and managed selection and implementation of Oracle Financials General Ledger and Fixed Assets products. - Developed quarterly financial reports for senior management from the General Ledger system.- Developed and implemented an Accounts Receivable system using MS-Access.

Waltham, Ma

- Managed all phases of custom development projects for FORTE cash management clients. - Managed major releases of product software, working closely with the individual department heads.- Performed individual consulting at client sites, including development, training, and end user support.

Waltham, Ma

- Managed a team of five QA specialists with responsibility for hiring, training, and promotion of staff.- Developed and implemented testing strategies for all products. - Developed and implemented procedures to prioritize and resolve both internal and client error reports.- Participated in priority planning team, determining the content of software releases, and code fixes.- Designed release control procedures, from unit testing to delivery for all products.

Waltham, Ma

- Wrote specifications and designed test scripts for the FORTE cash management product.- Edited and organized product documentation.

Bachelor'S Degree, Management

Concentration in Finance

Education record

Graduate-level courses in Programming and Data Structures

Graduate Certificate Degree, Securities Operations And Finance