Matthew Morales Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

New York City Metropolitan Area

• Automation Lead in the Finance Innovation Program, providing Data Governance, Business Analyst and Product Ownership in the global Finance division. Tasked with delivering the firms automation agenda by managing 3rd party vendor relationship, enabling upwards of 480+ Citizen Developers through workshops, trainings, and hosting global automation showcases for the Finance CFO.• Project Management and Business Analyst for SOX / Risk Reporting / and RRQA teams under the Finance Risk &… Show more • Automation Lead in the Finance Innovation Program, providing Data Governance, Business Analyst and Product Ownership in the global Finance division. Tasked with delivering the firms automation agenda by managing 3rd party vendor relationship, enabling upwards of 480+ Citizen Developers through workshops, trainings, and hosting global automation showcases for the Finance CFO.• Project Management and Business Analyst for SOX / Risk Reporting / and RRQA teams under the Finance Risk & Assurance department. Enable business partner’s decision making by defining problem statements, creating value stream maps, identifying automation tools and developing BI and Visualization opportunities. Project Manage the NY, Glasgow, and Mumbai citizen developer squads by defining requirements, creating JIRA User Story's, and preparing milestone / sprint plans. Host monthly Finance leadership forums with global Executive Directors and coordinate weekly project standups with the Finance Technology development squad. • Alteryx Governance and control officer responsible for standardizing automation best practices across Finance. Manager of the Alteryx License Governance team which oversees licenses distribution and monitoring opportunities logged in the centralized tracker (UiPath, Automation Hub). Enable business customers through value stream mapping, coordinating monthly vendor training, facilitating virtual office hours, and developing workflows which automate key business processes. Created the Finance Alteryx Jive and Digital Community sites to disseminate policy updates, provide license & usage metrics across Business Units and hosting recorded training. Show less

New York City Metropolitan Area

• Product manager for a QlikView Data Quality dashboard used to support thr CFO Attestation, CCAR filing and resolution of Fed issued MRA. Manage development of business rules with key consumers/upstream data providers, facilitate sprint planning via JIRA, and coordinate turnovers and stakeholder sign-off.• Responsible for CCAR Data Lineage mappings within a 3rd party data dictionary, Collibra. Validated upstream data providers controls assigned to Data Elements ensuring alignment to… Show more • Product manager for a QlikView Data Quality dashboard used to support thr CFO Attestation, CCAR filing and resolution of Fed issued MRA. Manage development of business rules with key consumers/upstream data providers, facilitate sprint planning via JIRA, and coordinate turnovers and stakeholder sign-off.• Responsible for CCAR Data Lineage mappings within a 3rd party data dictionary, Collibra. Validated upstream data providers controls assigned to Data Elements ensuring alignment to Data Policy standards. Produced reports and metrics to demonstrate upstream critical data elements role in downstream consumers reporting requirements.• Chaired Finance Adjustment Data Governance Council to support the strategic vision of the firm Data Governance Committee lead by senior management. Identified and tracked high impact manual adjustments, performed root cause and facilitated remediation opportunities on behalf of the council. • Designed and managed an attestation and control framework for Finance data maintained in the firm’s Detail Sub Ledger (DSL). Attested data is required for regulatory filings (FFIEC 101, CCAR) and disclosure reporting. Show less

New York City Metropolitan Area

• Data Governance Implementation - Working across MS Control Functions, Business Lines, Operations and Technology to support the implementation of DSL Data Governance Framework. • Issue Management, Remediation and Escalation - Accountable for facilitating the Data Issue root cause, remediation, and escalation management. Chair and coordinate issue management working groups to update progress on strategic remediation efforts and discuss prioritization.• Steering Committee support… Show more • Data Governance Implementation - Working across MS Control Functions, Business Lines, Operations and Technology to support the implementation of DSL Data Governance Framework. • Issue Management, Remediation and Escalation - Accountable for facilitating the Data Issue root cause, remediation, and escalation management. Chair and coordinate issue management working groups to update progress on strategic remediation efforts and discuss prioritization.• Steering Committee support and coordination - supporting and preparing for key Steering Group and Working Group meetings including status updates and implementation planning.• Quarterly Data Attestation - Support and facilitate the quarterly attestation process which requires Data Content Owners/Data Stewards to "attest" to their conformance and compliance with business rules and/or data quality. Show less

New York City Metropolitan Area

• End-to-end management of project/programs prioritized by the Thomson Reuters Fixed Income business. Manager of the United States Fixed Income Program: maintained complex venues/projects and oversaw a team of project managers to deliver business objectives. Hosted program status meetings for business stakeholders, reviewed risks assessments, and produced roadmaps to track progress. • On-boarded Thomson Reuters’ latest Fixed Income contributors: MarketAxess, and Carolina Capital… Show more • End-to-end management of project/programs prioritized by the Thomson Reuters Fixed Income business. Manager of the United States Fixed Income Program: maintained complex venues/projects and oversaw a team of project managers to deliver business objectives. Hosted program status meetings for business stakeholders, reviewed risks assessments, and produced roadmaps to track progress. • On-boarded Thomson Reuters’ latest Fixed Income contributors: MarketAxess, and Carolina Capital Markets. Helped drive requirement generation by facilitating face to face meetings and chairing teleconferences. Oversaw delivery of the priority data venues, conducted bi-weekly status meetings with the clients and presented product demos. Show less

New York City Metropolitan Area

• Data Specialist and business analyst tasked with delivering project and system enhancements for Eikon and 3000 Xtra financial products. Produced technical documentation/requirements and facilitated workshops for system developers and UAT testers. Performed quality assurance testing using VBA and Excel, post deployment verification utilizing SQL scripting, and documenting ongoing production tasks for support teams.• Presented new data content and hosted live demonstrations for sales… Show more • Data Specialist and business analyst tasked with delivering project and system enhancements for Eikon and 3000 Xtra financial products. Produced technical documentation/requirements and facilitated workshops for system developers and UAT testers. Performed quality assurance testing using VBA and Excel, post deployment verification utilizing SQL scripting, and documenting ongoing production tasks for support teams.• Presented new data content and hosted live demonstrations for sales teams. Regularly mentored team and chaired training sessions to increase customer satisfaction/ employee retention. Facilitated client support through Siebel query management and direct client engagement. Managed global mailbox to support real time proprietary and contributed data pricing. Show less

White Plains, Ny

• Managed the daily production tasks for the Real-Time Fixed Income Contributed Pricing team. Supported production tasks related to FINRA, FED and the firm’s broker clients: Tradeweb, Cantor and ICAP/Brokertec. Created documentation of all production tasks and compiled them within a self-designed SharePoint. • Supported various Fixed Income asset classes such as Treasury, Corporate Bonds, MBS, SWAPS, and TIPS. Support compliance procedures for Financial Industry Regulatory Authority by… Show more • Managed the daily production tasks for the Real-Time Fixed Income Contributed Pricing team. Supported production tasks related to FINRA, FED and the firm’s broker clients: Tradeweb, Cantor and ICAP/Brokertec. Created documentation of all production tasks and compiled them within a self-designed SharePoint. • Supported various Fixed Income asset classes such as Treasury, Corporate Bonds, MBS, SWAPS, and TIPS. Support compliance procedures for Financial Industry Regulatory Authority by managing their Bond Trade Dissemination Service (FINRA). Key point of contact for desktop support of data and pricing issues and adherence to strict quality metric timelines. Show less

New York City Metropolitan Area

• Trading coach for firm’s junior trader program and provided daily market research to management partners. Executed leveraged trades in health and financial sectors managing positions valued between $500k-1MM. Researched oil, health care, and electronically traded fund markets utilizing methods including pair trading / eSignal charting and index monitoring / VWAP analysis / future contracts.• Specialized in testing /reviewing new trade software and assisted in development of in-house… Show more • Trading coach for firm’s junior trader program and provided daily market research to management partners. Executed leveraged trades in health and financial sectors managing positions valued between $500k-1MM. Researched oil, health care, and electronically traded fund markets utilizing methods including pair trading / eSignal charting and index monitoring / VWAP analysis / future contracts.• Specialized in testing /reviewing new trade software and assisted in development of in-house market sorter. Conducted strategy workshops and personal trading critiques for new hires, improving performance and results. Show less