Currently on assignment at JP Morgan Chase

Lead Business Analyst and Project Manager for the Interest Rates Swap, Equity Derivatives, Bank Treasury and Financial Markets trading desks. •Responsible for the implementation of full-front-to-back office change initiatives including Dodd-Frank, SEC, CFTC, RegT, and SOX regulations. •Lead cross-functional team of front-to-back office and support staff in rule-capture, interpretation and operational implementation of trade flow, systems and processing changes, and regulatory reporting.•Utilize traditional SDLC or agile development best practices in project implementation calibrating based on scale and complexity of effort. •Work directly with the Subject Matter Experts (SMEs) in authoring cross-functional documents consumed by the stakeholder community ushering initial draft, version maintenance, editing and final version distribution including Work Packages presented to the global Value Chain (VC) for funding and approval. •Overall efforts recognized by selection and participation in the Talent Program' for 2013 - 2015. This select group of top-performing staff are exposed to multi-year rigorous talent-grooming events.

Project: GMI Conversion and IntegrationThe objective was to replace the existing back office application that existed in the Jefferies data warehouse with GMI.• Managed two teams, 2 Informatica developers and a Qlikview developer.• Developed a project plan, statement of work and budget to install GMI data into the Jefferies data warehouse for corporate users.• Led integration, normalization and design sessions of batch and intraday data processing of GMI data with data consumers.• Coordinated with business users to complete the data mapping of GMI fields to fields in the Jefferies data warehouse so that reporting for the firm was consistent for all systems. • Led the development, unit and application system testing of GMI data integration in the Jefferies data warehouse.Project: Hyperion Remediation Project.The objective of this project was to remediate the original implementation of Hyperion at Jefferies, support the existing deployment and complete development initiatives directed by the business.• Managed two teams, a Hyperion developer and a managed service support team.• Conducted an assessment of the Hyperion infrastructure and application to determine the optimal remediation strategy.• Developed a remediation plan and budget to fix the problems of the existing implementation. This included, poor system stability, and non-functional DR, development and QA environments.• Budgeted, planned for and implemented three new Hyperion applications: Vendor, Daily Revenues and Lawson historical data.• Implemented a new infrastructure setup to support proper development processes and procedures.• Provided production support for the financial planning, reporting and analysis group and expense management teams enabling accurate financial statement reporting.• Developed a detailed statement of work for the deployment of a managed service to provide Hyperion production support.

•Authored business requirements document (BRD) governing the data flow of third-party vendor “street price” and internally generated Trader’s marks. •Liaised with third-party data vendors (IDSI), Front & Middle Offices, and technical staff concerting efforts to achieve common goals. •Conducted primary and secondary research to ensure that report deliverables are aligned with US FASB, GAAP, SEC, and Internal Audit rules. •Agenda-set and led team discussions with project stakeholders including data modelers, Crystal report writers, Informatica ETL developers and business users to ensure deliverables are on time, within budget, and according to specifications. •Power-user and application administrator for Requisite Pro and Clear-Quest, IBM’s requirements management and defect-tracking tools. Lead training sessions with project managers, BA’s, and end-users.•Conducted primary and secondary research to ensure that report deliverables are aligned with US FASB, GAAP, SEC, and Internal Audit rules. •Agenda-set and led team discussions with project stakeholders including data modelers, Crystal report writers, Informatica ETL developers and business users to ensure deliverables are on time, within budget, and according to specifications.