Jamie Lucas Email & Phone Number

Baltimore, Maryland, United States

•Developed product management partnerships with third-party application vendors, e.g., Bloomberg, BNY Mellon Data Analytics Solutions, Linedata, Electra, RIMES, and DTCC, employing consulting skills to tailor solutions to internal stakeholders needs, driving technology adoption for customer/client success•Played a pivotal role in collaborating with senior leaders in contract negotiations and vendor selection, aligning choices with digital transformation and business process enhancement goals, enhancing security and client success•Represented the organization at technology conferences to stay updated on evolving digital transformation trends, fostering technical knowledge•Oversaw system upgrades and patches, championing process improvements through user requirements, including responsibility for upgrades in BNY Mellon Data Analytics/Eagle Accounting and Linedata/Longview Trading OMS, focusing on technology adoption•Execution of system workflow improvements, capturing advanced user requirements, enhancing digital interfaces, and optimizing operational processes according to industry trends and the firm’s technology roadmap•Established robust test plans and documentation standards, promoting digital excellence within the Securities business•Orchestrated cross functional collaborations, engaging IT, software vendors, and key business units to drive innovative digital process improvements, focusing on technology adoption•Led the firm's resilience strategy, conducting disaster recovery simulations, managing vendor-driven DR testing, and ensuring SOC 1 and VRAQ compliance, enhancing security within the scope of the Securities business•Mentored Business Analysts, fostering their professional growth and aligning their contributions with strategic goals, emphasizing customer success•Led software innovation deployment, tailoring them to address specific strategic business challenges and add substantial value, mirroring a sales-driven approach and client success

Baltimore, Maryland, United States

-Oversaw the full lifecycle of high-complexity projects, from concept to rollout, guiding research, design, development, testing, and implementation to catalyze business transformation-Played a pivotal role in launching and optimizing Oracle Financials projects, driving digital transformation and operational excellence-Leveraged expertise in Oracle 11i and Hyperion V11 to drive advanced financial reporting, providing strategic insights and optimizing financial processes-Led production support and acted as the senior escalation point, ensuring seamless workflows and resolving complex issues for the Finance team's efficiency-Led financial reporting initiatives, optimizing and maintaining reports within Oracle 11i for strategic insights-Oversaw currency rate transmissions, ensuring accuracy and integrity of currency tables for global operations.-Championed the definition of new business requirements, conducting gap analysis to drive process improvements-Led production support, ensuring seamless workflows and system processes for optimal operations-Orchestrated end-user training and testing initiatives, enhancing user proficiency and system adoption-Provided strategic support to key financial areas, driving efficiency across GL, AP, AR, Fixed Assets, and Payroll-Served as the global product owner for Oracle Time and Labor, leading development and troubleshooting initiatives for global consistency-Led critical cutover activities for Ciena’s acquisition of Nortel, ensuring seamless data conversion, report generation, and VAT-Tax automation-Mentored and guided junior business analysts, fostering their professional growth and alignment with organizational goals-Served as the senior escalation point, resolving complex issues and ensuring the Finance team's efficiency-Oversaw month-end and quarter-end financial system activities, ensuring timely and accurate financial operations

-Assisted in managing detailed General Ledger reconciliations and monthly journal entries, honing skills in ensuring accuracy in accruals, adjustments, and overall financial integrity-Contributed to Month End reporting processes, aiding in timely account reconciliations and executing corrective Journal Entries in Oracle Financials as needed-Supported efforts in upholding compliance with Sarbanes-Oxley, US GAAP procedures, and played a role in ensuring the accuracy of critical SEC filings, including 10K and 10Q-Assisted in quarterly accounting initiatives, helping manage CIENA Corporation's insurance policies and reporting on Leasehold obligations, aligning with corporate objectives and expanding my financial expertise

Boston, Massachusetts, United States

-Prepared and communicated vital Key Performance Indicators (KPIs) and hours-worked reports to Sales managers and the Steering Group, enhancing business insights-Managed and analyzed GL accounts, ensuring a robust P&L, and crafted monthly journal entries, including accruals and GL adjustments-Executed month and year-end closing procedures, played a key role in Tertial forecasting, and assisted with annual budget preparation-Ensured seamless integration between Payroll and Accounting systems through meticulous reconciliation and provided support to the Payroll function and Accounting coworker-Collaborated with the Controller on annual staff reviews and development plans, further honed leadership skills through specialized training courses, and facilitated essential IKEAtrainings such as Culture Day, Orientation for new hires, IKEA Way II, and Managing Sales