Michael Rosner Email & Phone Number

New York, Ny, Us

New York, New York, Us

New York, New York, Us

New York, Ny, Us

Vice President (2014–Present), Senior Manager (2012–2013) Finance Data Office July 2019-PresentSourcing lead responsible for establishing data authorities, data stewards, and control approach for Finance data. Chair of Manual GL Journals Governance working group. Scope include oversight of manual adjustments reduction initiative including root cause analysis and remediationEnterprise Data Office February 2018-June 2019EDO oversees the adoption of data standards across the firm. Key responsibilities include control framework design, oversight of Risk data councils, and support development of firmwide data policy Data Governance & Change February 2016 – PresentHead of Enterprise Regulatory Data Governance Subcommittee which oversees data governance, control framework, and data quality issue management for US regulatory reporting. Collaborate with data providers and stakeholders across the firm including Operations, Technology, Risk Management and Regulatory Capital Key Achievements:• Implement new control framework for CCAR including tooling and processes for control inventory, attestation, data flows, and issue management in partnership with Operational Risk • Resolve data quality issues for multiple products and data concepts including securitizations, derivatives, repos, counterparty and product reference data. Issue closures resulted in improved data, reduced adjustments, and more accurate Risk Weighted Assets reporting Finance Change Management May 2012 – January 2016Global Lead – Strategic Reporting Delivery, Lead Business Analyst – GL Information DeliveryImplemented an in-house reporting tool, Controllers Workbench, for new SAP general ledger and trading subledger. Developed target operating model and supporting suite of reports Executed complete project lifecycle including analysis, requirements, testing, implementation and support model.

Paris, Fr

Lead business analyst for the accounting systems in the Americas including general ledger and manual entry application. Collaborate with finance projects team and product control group on projects for the change the bank program. Provide SME assistance to the support group.Key Achievements:• Coordinated the accounting systems setup with finance and operations groups for new legal entities in Brazil and Mexico including back office feeds for options and structure notes. Liaised with the reporting, reconciliation, and operations groups for settlement account and cash control implementations. • Developed GL conversion strategy for the migration of fixed income products to Broadridge and for the money market products to the global application. Consolidated reconciliation requirements for the global stock lending application implementation, aided UAT and post production support.

New York, Ny, Us

Product Manager (2009-May 2011), Business Analyst (2006-2009)Product Manager of MicroStrategy BI reporting application for general ledger, cost allocations and funds transfer pricing reporting. Managed full project life cycle including defining enhancement requirements with business sponsors, coordinating development with technology teams, and production support/training. Led user acceptance testing for new development including develop test plans and validate test scripts using SQL and standardized reports.Key Achievements:• Created a centralized post merger general ledger reporting solution by integrating reporting tools from Bank of New York and Mellon merger. Identified duplicate reporting capabilities which enabled the retirement of legacy system and servers.• Held workshops and consolidated requirements with legal entity controllers and planning and analysis groups for cost allocation harmonization project. Executed design and delivered demonstration of new allocation system to CFO and Finance Operating Committee.• Developed reporting strategy for Wealth Management deposit and loan profitability model at the product and client level. Model enabled Finance group to identify net interest income product drivers and target growth opportunities. • Managed external contractor to implement reporting system for the Portfolio Management group’s instrument ratings adherence database. Designed data model and resolved issues as they arose. Project resulted in automated quarterly reports for NY Federal Reserve filings.

Miami, Florida, Us

Participated in all aspects of large scale business intelligence and data warehousing projects including requirements gathering, translating functional requirements into technical solutions, data modeling, user acceptance testing, documentation, and custom application development. Served on both the functional and technical teams. Key Achievements:• Developed five year strategy to transform the IT organization of a major automaker in Japan from median to World Class performer. Created roadmap and established benchmarks using Best Practices and World Class metrics to result in a 27% decrease in IT cost per end user.• Created plan for new report development and identified automation opportunities for a systems conversion project for a major financial services company in North America. Conducted analysis of existing reports, gathered requirements with end-users, and performed fit/gap analysis for future reporting system. • Identified enhancements to Sarbanes-Oxley database for a telecommunications company. Aided in requirements gathering and determining functionality. Integrated controls of a subsequently acquired company into database.

Mba, Finance, Strategy

Bachelor'S Degree, Finance, General