Dan Lo Email & Phone Number

New York, Ny, Us

New York, New York, United States

Leadership responsibility for cross functional team of business analysts, project managers, developers, system administrators, analysts, offshore, and third-party resources. Manage global ERP, HCM, back office and legal technology solutions, and finance planning and consolidation application. Application portfolio includes SAP ERP and BPC, Concur, Jaggaer P2P SaaS, Workday, Box, DocuSign, and eDocs. Work closely with business partners in Finance, HR, Legal, and others to develop product road… Show more Leadership responsibility for cross functional team of business analysts, project managers, developers, system administrators, analysts, offshore, and third-party resources. Manage global ERP, HCM, back office and legal technology solutions, and finance planning and consolidation application. Application portfolio includes SAP ERP and BPC, Concur, Jaggaer P2P SaaS, Workday, Box, DocuSign, and eDocs. Work closely with business partners in Finance, HR, Legal, and others to develop product road maps and continuously evaluate vendors and implementation partners for best fit. Show less

New York, Ny

Offer project management support for a global client in the hedge fund industry. Lead cross-functional projects and manage deliverables in legal, middle office, operations, finance, and various technology verticals. Manage risk and issues, and report to middle office program management for possible escalation and resolution. Provide business and technical solutions to improve process efficiency.- Lead project manager working with middle office, various technology verticals, finance… Show more Offer project management support for a global client in the hedge fund industry. Lead cross-functional projects and manage deliverables in legal, middle office, operations, finance, and various technology verticals. Manage risk and issues, and report to middle office program management for possible escalation and resolution. Provide business and technical solutions to improve process efficiency.- Lead project manager working with middle office, various technology verticals, finance, and vendor to deliver to Geneva portfolio management and accounting platform for finance reporting and audit purposes- Lead fund migration initiative to move traders from one legal entity to another, reducing firm risk without impacting business and operational flow- Manage onboarding of new broker relationships with Fixed Income operations, working with internal and external partners to establish connectivity to start trading- Work with middle office and operations departments on various business transformation projects; offer structured approach to automation and reduce human errors Show less

Greater New York City Area

Leadership responsibility for a multi-site team including managers, project managers, developers, system administrators, analysts, offshore, and third-party resources. Reported directly to the CIO. Managed global ERP, HCM, Business Intelligence, and finance data warehouse platforms including PeopleSoft ERP, Workday, Cognos BI, Cognos TM1 with high availability and full redundancy. Developed and maintained enterprise level corporate applications for back office departments including Finance, HR,… Show more Leadership responsibility for a multi-site team including managers, project managers, developers, system administrators, analysts, offshore, and third-party resources. Reported directly to the CIO. Managed global ERP, HCM, Business Intelligence, and finance data warehouse platforms including PeopleSoft ERP, Workday, Cognos BI, Cognos TM1 with high availability and full redundancy. Developed and maintained enterprise level corporate applications for back office departments including Finance, HR, Legal, Financial Controls, and Internal Audit. Supported Central Finance business processes including order to cash and procure to pay. Advised back office departments on application and SaaS procurements. Show less

Greater New York City Area

Business systems associate director responsible for PeopleSoft Financials and CRM

Senior analyst supporting online ad order capture and billing system. Performed project management, change control, and requirements gathering duties. Implemented PeopleSoft CRM order capture integration with DoubleClick (formerly Dart) for Publishers for digital ad serving.

Served as technical team lead for various projects. Performed project management duties such as fit/gap analysis, business and technical process re-engineering, testing, end-user training, and project time-line management.