Lisa Valentini-Ghosh Email & Phone Number

Norwalk, Connecticut, United States

Greater New York City Area

• Centralized fragmented inventory into a single managed solution covering $400 million in annualized expense
• Eliminated manual Order Processing by designing, testing and implementing a web based Order Management solution
• Integrated all contract details into inventory system and reconciled to the Procurement contract management database
• Implemented workflow procedures with Procurement, Business Analysts and Operations to ensure seamless coordination of supply and demand management
• Managed global budgeting, forecasting and management reporting processes
• Interacted with all businesses to provide detailed expense variance analysis, forecasting and usage reporting

• Manage Market Data expense of 700 million for combined firm
• Manage global staff of 23 consisting of Service Inventory, Expense Reconciliation, Exchange Declarations and Reporting teams
• Lead manager integrating Bank of America and Merrill Lynch inventory systems and migrating to standard work across the combined firm
• Design invoicing and scanning solution to meet new tax and regulatory requirements for legal entity splits and local invoice payments
• Built a process to capture inaccurate billing, process over 15,000 invoices annually, resulted in recovery of 5 million
• Design scalable Change Manager (RPM) system to handle the combined firm requirements of over 40,000 market data add/change subscriptions

• Managed Market Data expense of 240 million annualized
• Responsible for managing Market Data Administration overhead budget of 7 million and infrastructure budget of 13 million
• Effectively produced a 50 million reduction in market data expense through audits, utilization reports and duplicate desktop analysis
• Implemented Business Objects reporting technology to effectively manage market data expense and provide Line of Business with ad hoc trend, subscription and forecast reports
• Develop process to maintain messaging inventory for compliance requirement and reporting
• Built an offshore team to reduce onshore FTE expense

• Built start up operation for Information Research and Market Data departments
• Implemented Market Data Manager inventory product to track and reconcile all market data subscriptions globally
• Developed and implemented Change Manager (RPM) to enable automated ordering and canceling of market data subscriptions globally
• Developed an automated pitch book for Investment Bankers utilizing vendor technology

• Technical lead for Business Information Services systems and desktop products
• Streamline interactions with end users and vendors, contact end users to determine renewals for contracts
• Investigate new products to meet business requirements and technology requirements
• Provide reports to Business Information Services manager on products with pending contract renewals, the number of requests per product, new product interests and technology problems
• Implemented Market Data Manager; tracked over 3000 users of BIS products, maintained contract information, id’s and passwords
• Integrate former Bankers Trust applications into the DB environment and ensure connectivity for all business units

Masters, Computer Information

Computer Information Systems

Bachelor Of Science - Bs

Bs, Technology, Marketing

Business Administration: Computer Information Systems and Marketing

Bachelor Of Science - Bs, Computer Information Systems And Marketing