Kevin Donaldson

Kevin Donaldson Email and Phone Number

Director, ERFT DQCE, Strategic Initiatives @ Bank of America
New York, NY, US
Kevin Donaldson's Location
New York, New York, United States, United States
About Kevin Donaldson

Leveraging my extensive experience, I have delivered quantifiable results in the business and data analysis sphere. I have demonstrated my expertise by driving cutting-edge technological transformations and managing budgets worth tens of millions of dollars throughout my entire career. In my most recent role as Vice President, my skills in the areas of data management, business analytics, and stakeholder management have benefited my organization in significant proportions.In addition, I possess excellent executional knowledge of digital strategies and team leadership. My reputation as a goal-oriented professional with expertise in cross-functional collaboration and project management is validated in my latest role.

Kevin Donaldson's Current Company Details
Bank of America

Bank Of America

View
Director, ERFT DQCE, Strategic Initiatives
New York, NY, US
Employees:
232061
Kevin Donaldson Work Experience Details
  • Bank Of America
    Director, Erft Dqce, Strategic Initiatives
    Bank Of America
    New York, Ny, Us
  • Bank Of America
    Vice President, Data Manager, Enterprise Risk Finance Technology
    Bank Of America Apr 2024 - Present
  • Bank Of America
    Vice President, Senior Delivery Lead, Nfrr Tech Delivery And Execution
    Bank Of America Nov 2020 - Apr 2024
    New York, New York, United States
    As Technology Program Manager for Global Market Operations NFRR Reporting Program ($4.48M 2024 budget), the goals of which include delivery of data quality controls, post-submission and resubmission routines, and analysis of control effectiveness for No -Financial Regulatory Reporting. I am focused on developing governance routines, managing forecasting and budgeting, and delivering the program on time and within budget. Previous/ongoing responsibilities in this role include:●Spearheaded Data Quality Control review and approve all ad hoc and exam-related regulatory requests for Global Banking and Global Markets. ● Served as the Tech lead for $1.7M project to transition NFRR reporting from Not Permitted Technology data source to automated sourcing from Authorized Data Sources. Complete GBAM Technology-owned deliverables regarding the enterprise-wide NFRR Acceleration Program.● Provided technology counterparts with a coherent strategic direction for the NFRR program by redesigning NFRR Architecture Blueprint. This redesign resulted in enterprise-wide discussions on the alignment of the architecture and blueprints.● Met data requirements for two NFA exams by conducting complex data aggregation, QA, and authorization.● Analyzed and authorized data distribution to fulfill ad hoc requests and exam follow-ups from numerous regulators encompassing SEC, FINRA, SRB, and SFC.● Upheld adherence of Enterprise Data Management data guidelines with NFRR reporting requirements by developing guiding principles for the Authorized Dataset concept.● Collaborated to ideate 3-year and 5-year strategic NFRR plans, comprising of defining multiple scopes, costing and budgeting for the automation and change of data sourcing applications for 1,649 reports.
  • Bank Of America
    Vice President, Nfrr Acceleration - Data Quality Control
    Bank Of America Oct 2018 - Nov 2020
    New York, New York, United States
    As the Vice President (NFRR Acceleration, Data Quality Control), I oversaw the creation of a Domain Specific Language (DSL) for more than 30 reports and implemented automated processes to ensure smooth data retrieval from authorized sources. I effectively collaborated with application owners in Global Markets Technology to align the business needs of over 1,400 NFRR reports with the relevant data elements in their respective applications. I also actively contributed to the selection of appropriate data sourcing applications and the definition of report scopes.• Composed thorough use case scenarios and recognized target state solutions for approximately 1,400 NFRR reports. The assignment of use cases prioritized report remediation, budget development, and the development of a Portfolio-Level Design covering Permit to Build and Permit to Operate requirements.• Wrote the first in-house NFRR data aggregation report for the bank, under the guidance of the Principal Engineer of the in-house DSL application.• Punctually fulfilled the SEC Rule 15c2-11 MLPFS exam requirements in 2018 by heading a multi-step data aggregation and quality assurance process.
  • Bank Of America
    Vice President, Bookmap Control Manager, Global Middle Office/Global Finance
    Bank Of America Feb 2012 - Sep 2018
    New York, New York, United States
    • As the Vice President (BookMap Control Manager, Global Middle Office/Global Finance), I led a crucial centralized control function responsible for managing enterprise-wide trading book reference data, which played a pivotal role in driving Market Risk, Profit and Loss (PnL), and Regulatory reporting processes. As the head of a cohesive and control-focused Global Business-As-Usual (BAU) team based in New York and the UK, I oversaw the day-to-day operations and implemented robust controls for the enterprise-wide trading book application. Additionally, I conducted routine governance activities, such as providing monthly updates to Senior Middle Office management and organizing bi-monthly steering committee meetings involving key stakeholders and the development team.• Earned the position of the elected participant for the Leadership Development Program, nominated by the Head of Middle Office and Operations.• Represented BookMap application in Volcker Control audits conducted by the OCC, Federal Reserve, and SOX regulators.• Cooperated with major stakeholders to develop, test, and implement strategic solutions to resolve operational issues as well as internal and external audit barriers.• Ensured Bank of America's compliance with OCC requirements by promptly onboarding Volcker Financial Instrument records to BookMap.• Conceptualized and executed strategic control routines to ensure total data accuracy and compliance with policy and bank standards.
  • Bank Of America
    Assistant Vice President, Bookmap Control Team Lead, Global Middle Office
    Bank Of America Dec 2009 - Jan 2012
    New York, New York, United States
    As the Assistant Vice President, I acted as the primary point of contact for all BookMap Business-As-Usual tasks and user inquiries, aptly addressing their needs and concerns. Implemented efficient processes to streamline technology enhancement releases by managing User Acceptance Testing. Plus, I provided leadership and guidance to a team of three associates based in New York, overseeing their work and ensuring successful outcomes. Moreover, I facilitated coherent decision-making in Risk and Regulatory Reporting by delegating clean-up reviews, thus maintaining a high level of accuracy and compliance.• Recognized and capitalized on valuable opportunities by refining data quality pertaining to book purpose fields.• Expanded the team to Chester, England by constructing a global support model across numerous time-zones to resolve user issues.• Championed the comprehensive migration of 20,000 trading books into a new control process during Bank of America-Merrill Lynch merger.
  • Olympus Corporation Of The Americas
    Reporting And Systems Analyst, Medical Systems Group
    Olympus Corporation Of The Americas Aug 2009 - Nov 2009
    Center Valley, Pennsylvania, United States
    As the Reporting and Systems Analyst, I established project specifications, test cases, and user training programs. I also delivered weekly presentations to Senior Management for updating the project status.• Reengineered the call workflow to enable error-free call tracking and analytical reporting.• Revamped the user interface to elevate data accuracy and navigation efficiency.
  • Olympus Corporation Of The Americas
    Business Systems Supervisor, Diagnostic Systems Group
    Olympus Corporation Of The Americas Apr 2008 - Jul 2009
    Center Valley, Pennsylvania, United States
    As the Business Systems Supervisor, I led the Senior Contract Administrator to ensure the acquisition, renewal, and invoicing of over $20M in service contracts. I also enhanced overall efficiency and decreased data entry errors in Techlink by restructuring the system workflows and the user interface according to the gap analysis’ results.• Deployed a quality assurance process to resolve process issues that augmented the annual revenue by 25%.• Designed annual service revenue forecasts and assisted in creating annual budgets worth over $20M.
  • Olympus Corporation Of The Americas
    Associate Operations Analyst
    Olympus Corporation Of The Americas Jun 2005 - Mar 2008
    Melville, New York / Center Valley, Pennsylvania, United States
    As an Associate Operations Analyst, I executed standardized inventory stock limits and reserve guidelines by analyzing the average inventory usage for all field users and satellite inventory warehouse. In addition, I supported service activities by governing user access, offering user support, and reviewing data accuracy for nine Lotus Notes databases.• Garnered and analyzed annual service data costs to strengthen the future pricing strategy.• Conducted semi-annual workshops, maintenance of user guides, and troubleshooting support to upskill 110 field users, back-office staff, and managers for both Metrix and Techlink systems.

Kevin Donaldson Education Details

Frequently Asked Questions about Kevin Donaldson

What company does Kevin Donaldson work for?

Kevin Donaldson works for Bank Of America

What is Kevin Donaldson's role at the current company?

Kevin Donaldson's current role is Director, ERFT DQCE, Strategic Initiatives.

What schools did Kevin Donaldson attend?

Kevin Donaldson attended Penn State University.

Who are Kevin Donaldson's colleagues?

Kevin Donaldson's colleagues are Jon Owen, Jenn Overton, Bonnie Burris, Satish Vemula, Anshu Rathi, Chicago Bulls, John Tran.

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