Finance Strategic Change Management Directed strategic projects focused on the delivery of a Service Oriented Architecture; gathered requirements and assisted in the implementation of the Risk/ Finance Data Warehouse, Finances Engines (P/L and Capital) and Business Objects Reporting solution Implemented process improvements and technology solutions across all areas to increase the transparency of the Domestic Equities, Wealth and Prime Services integration. Developed and managed a Run the Bank model to align the delivery of tactical enhancements, focused on data quality and completeness, with the firms Target Operating Model.  Designed and migrated the legacy Lehman Infrastructure to Barclays Capital GL (SAP), to automate the controls around the review and attestation of the balance sheet, and to meet mandates for financial and regulatory reporting  Completed an analysis on the treatment of Margin Loans for Basel II; including sourcing of exposures, collateral and the calculation of RWAs

Capital Markets Strategic Change Management Implemented process improvements and technology solutions to increase the transparency of the Structured Products business across the firm Designed and implemented a global New Deal Review workflow tool to automate the controls for the review of trade bookings vs. the client confirms, deal valuations, accounting considerations and the Day 1 P&L sign-off Eliminated incorrect client payments and approximately $22mm in annual accrued interest charges through the implementation of a coupon rate calculation agent Improved reference data reliability by developing a straight through process that aligned vendor supplied data and firm accounts to front office and back office systems  Managed the implementation of business requirement, regression testing, user acceptance testing, and end user training for the global P&L systems Completed a detailed analysis of the firm’s daily Financial footnotes and implemented solutions which reduced P&L processing time by 25% and eliminated the associated risk from 2,000+ daily adjustments

Financial Services Consultant  Coordinated and managed 100+ vendors for all IMAC (install, move, add, change) projects under $100K Managed the analysis, design, migration and implementation of 200+ Windows/Unix servers and applications for the Legal, Accounting, Finance, and Trading business lines Established best practices for the development of an architectural model based on automated infrastructure management, policy based resource management and service level management Completed a business process assessment of the events during 9/11 and the subsequent recovery of the business and their respective systems. Identified the changes needed to the banks business processes and infrastructure, so that future events impacting the business are transparent to their clients Completed a storage baseline assessment which identified next steps to move to a more efficient and cost effective storage model using Information Lifecycle Management; classifying data, defining the storage class of service, refining current storage policies and procedures, and developing a cost model based on storage tier. Identified storage optimization opportunities through storage reclamation and consolidation  Assessed a data center infrastructure consolidation plan to identify any obstacles and risks for the migration. Worked with the lead IT Architect to develop the Infrastructure Conceptual, Macro, and Micro Designs and complete site surveys in order plan the site installations prior to the service swings.  Conducted a disaster recovery assessment and developed cost benefit analysis for alternate recovery strategies, sub processes steps and procedures, and options for the different tiers of applications based on their corresponding Recovery Time and Recovery Point objectives. Defined and documented a process to create, test and maintain DR Plans for applications that were not DR compliant.