James Lillis, Pmp Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, Us

Chicago, Illinois, Us

• Thought leader and project manager for ongoing digital transformation of organization. • Led thorough RFP process to select new Enterprise Resource Planning (ERP) system.• Eliminated paper-based processes thus facilitating disbursements of 19,000 annual payments.• Improved accounts payable processes resulting in 60% increase in electronic payments to vendors, along with faster end-to-end processing. • Primary contributor to establishment of project management office (PMO) and associated protocols.• Created business continuity plan for financial operations.

Chicago, Illinois, Us

• Deliver new products or expense reduction by managing large projects with up to $4 million budgets and 25 member project teams spread across the U.S., Europe, and Asia. • Delivered capability to support new tax transparent fund in the United Kingdom. Successful delivery resulted in tens of millions of dollars in additional annual revenue.• Managed project to relocate specific fund accounting operations leading to savings of over $200K per year. • Present regularly to senior management to share updates, request funding, and drive decisions which help accurately align resources to meet business goals.• Coordinate with external software vendors to resolve business issues.

Chicago, Illinois , Us

• Formed a data governance committee to establish guidelines for management of asset data leading to proactive quality controls that improved trading and compliance decisions. • Managed operations staff of 10 analysts including six team members in India.• Established a training curriculum for new employees focusing on equipping them to have an immediate impact.• Data workstream lead on BlackRock Aladdin implementation. System provided vastly superior data and risk management capabilities over prior software. • Researched errors in Charles River post-trade compliance monitoring and resolved root causes in upstream systems. Coordinated effort which reduced missing data by 94% resulting in fewer false alerts.• Developed granular metrics on punctuality of data feeds and worked with IT to achieve earlier delivery; thus allowing same day resolution of compliance violations.

San Francisco, California, Us

• Performed population validation of mortgage portfolios by standardizing and validating loan data from a variety of accounting systems. Validated amounts were used to determine appropriate strategies for hedging risk. • Developed mastery of Excel data validation functionality.

Kansas City, Mo, Us

• Evaluated equity investment opportunities against client portfolio objectives and recommended allocations. • Frequently created client presentations showing high-level and detailed views of asset holdings. • Developed new procedure for compliance monitoring adapted to newly installed software.

Mba, Finance

Certificate, Business Process Design For Strategic Management

Bachelor Of Arts (B.A.), Secondary Education

Education record