Income Tax Technology group focused on the provisioning and filing of corporate income tax* Project manager for tax systems supporting the finance division responsible for monthly provisioning and annual filings of corporate income tax.* Responsible for the long-term technology strategy for income tax, encompassing the global business process and multiple vendor and in-house developed systems, with focus on process efficiencies, risk mitigation, and total cost of ownership.*… Show more Income Tax Technology group focused on the provisioning and filing of corporate income tax* Project manager for tax systems supporting the finance division responsible for monthly provisioning and annual filings of corporate income tax.* Responsible for the long-term technology strategy for income tax, encompassing the global business process and multiple vendor and in-house developed systems, with focus on process efficiencies, risk mitigation, and total cost of ownership.* Managed a team of global developers, transitioning older software development methodologies into more systematic and efficient processes to reduce manual intervention and break resolution.* Assisted the enterprise infrastructure group in relocating high-cost system installations for the larger division into newer, virtualized installations to reduce system risk and significant infrastructure costs. Show less

Expense Management group focused on cost allocation and attribution to increase profitability and detailed end-user reporting* Development manager for expense management systems, working closely with vendor resources to incorporate business policy changes shifting to time-driven activity based costing to help minimize overall expenses.* Designed and architected consolidated expense allocation system focusing on data gathering and vendor interfacing. Leveraged SSIS for transforming… Show more Expense Management group focused on cost allocation and attribution to increase profitability and detailed end-user reporting* Development manager for expense management systems, working closely with vendor resources to incorporate business policy changes shifting to time-driven activity based costing to help minimize overall expenses.* Designed and architected consolidated expense allocation system focusing on data gathering and vendor interfacing. Leveraged SSIS for transforming and loading external data into subledger system and vendor application through common framework and communication layer.* Designed procedural replacement for vendor product by restructuring data points and calculations to optimize cost calculations resulting in reductions in both hardware and software footprint as well as system run times.* Assisted business units in analysis of activity based costing and usage of time driven allocations. Significant focus on manpower based expenses as well as infrastructure allocations and detailed reporting. Show less

General Ledger Reference Data group focused on maintenance and distribution of data for all company controllers firm-wide, as well as structured reporting for internal and external reporting.* Designed and implemented metadata driven client application for multi-dimensional maintenance and attribute classification. User definable dimension rules and attributes allowed the application to be reused across business units for maintenance and data extraction into OLAP reporting systems.*… Show more General Ledger Reference Data group focused on maintenance and distribution of data for all company controllers firm-wide, as well as structured reporting for internal and external reporting.* Designed and implemented metadata driven client application for multi-dimensional maintenance and attribute classification. User definable dimension rules and attributes allowed the application to be reused across business units for maintenance and data extraction into OLAP reporting systems.* Assisted in design and implementation of metadata driven web application in C#/ASP.NET for data capturing and dynamic approval workflow, notification, and signoff.* Utilized structured XML/XSLT processing for cross-application data delivery and integration into relational databases. Core processing centered around metadata definitions for proper delivery and incorporation, requiring minimal database modifications for additional data elements.* Designed and tuned multiple relational databases for maintenance and reporting applications. Assisted in design of data warehouse for storage of ledger reference data.* Worked closely with business unit controllers to determine requirements for systems and on-going modifications. Focused on business process and data analysis to better assist definition of requirements by catching issues before technical implementation.* Assisted in application retooling for SOX compliance remediation focused on database and application security policies. Quarterly reviews of database and file servers to verify adherence.* Redesigned firm-wide web design from table driven layouts to web standards and CSS for decreased payload and easily maintainable markup. Show less

Common Data/Common Services group focused on Security Operations and the maintenance and reporting of security information and pricing.* Assisted in the design and implementation of a web-based application for Security Operations to maintain security information and pricing. Interfaced with DB2 data warehouse for historical reporting and back-dated modifications.* Developed server-side DLLs to generate generic HTML and client-side VBScript for common objects and client-side… Show more Common Data/Common Services group focused on Security Operations and the maintenance and reporting of security information and pricing.* Assisted in the design and implementation of a web-based application for Security Operations to maintain security information and pricing. Interfaced with DB2 data warehouse for historical reporting and back-dated modifications.* Developed server-side DLLs to generate generic HTML and client-side VBScript for common objects and client-side validation.* Designed and implemented a client/server interface to upload security information into the main security warehouse utilizing Excel automation. Show less

Global Custody Technology group focused on cash reconciliation and short term investment processing.* Technical lead in implementation of browser-based application for Global Cash Management to track and invest client balances.* Analyzed current business process of manually tracking balances to create more efficient automation and detailed reporting to leverage greater investment gains.* Technical lead in design and implementation of a web-based global reporting system for the… Show more Global Custody Technology group focused on cash reconciliation and short term investment processing.* Technical lead in implementation of browser-based application for Global Cash Management to track and invest client balances.* Analyzed current business process of manually tracking balances to create more efficient automation and detailed reporting to leverage greater investment gains.* Technical lead in design and implementation of a web-based global reporting system for the tracking of milestone tasks through the EURO conversion. Utilized MS Project automation to generate reports for the coordination and monitoring of all technical and business tasks.* Designed and implemented a web-based application used for Broker and Security reporting by Operations. Designed common libraries and utilities for use among development staff to minimize effort for new reports.* Worked in European offices to assist in the deployment and upgrades for Custody decentralization and EURO conversion. Show less