Staff augmentation, technology strategy, vendor selection, data strategy, operational process optimization, and project management services to the Asset Management industry.

Hold responsibility for architecting and implementing a robust technology strategy with a multimillion-dollar budget while directing more than 45 technology projects and numerous business line initiatives. Collaborate with 20+ groups / departments to evaluate needs and develop technical solutions for elevating operational workflow, improving service offerings, increasing transparency, mitigating risks, and reducing costs. Present monthly management status reports to line of business (LOB) oversight committee; lead weekly project steering meetings with the director of operations and senior vice president of systems. Prepare and distribute a weekly project priority matrix; compile and disseminate a monthly project status PowerPoint deck. Collaborate with vendors, senior managers, and legal team to negotiate terms for 20+ agreements, including consulting, service, licensing, and professional service agreements.

Supervise a team of 3 Developers for a period of 8 months and 2 Developers since supporting all projects for the Institutional Wealth Management division; since taking over the group, the team has saved the company over $200,000 annually by decommissioning redundant systems, re-writing antiquated processes, and slimming down infrastructure with several more cost saving projects in the pipeline which when completed will save the company over $500,000 annuallyRedesigned workflow for the intraday trade settlement process effectively reducing errors from approximately 150 a month to only 1 a month since implementation, significantly reducing the number of trades failing to go onto the swift messaging tool

Gathered requirements, wrote specifications, and lead a project team on the conversion of assets from the APL accounting system to the STAR accounting system, followed up by creating daily and monthly reconciliations of client statements from the reporting system and the new accounting system to ensure accurately of dataDesigned and developed a Java-based Client Statement Application with Oracle database that takes data and generates PDF formatted statements for distribution to clients, this is done via a web-service that controls several servlets each of which transforms and formats the data into XML, then forwards it on to a tool called Xrender which converts the XML into a PDF documentDeveloped the XSL stylesheets which generate the formatting for the PDF client statements

Managed from 6 to 13 US and 3 to 6 India based employees and co-coordinate resources across 20 clients and over 80 projects per quarterDesigned and led a team in implementing improvements to a firm-wide journal entry analysis tool, saving 35 hours per project which amounted to an estimated $8,000 per project savingsDesigned and led the implementation of an Access based tool to perform GL to Hyperion Mappings which significantly improved the level of audit coverage and assuranceDeveloped processes and procedures for working with India-based employees, resulting in the team becoming the most successful group at utilizing Indian resources in DQIDesigned and led the implementation of a tool to replicate the consolidation process within Hyperion including the generation of Trial Balances, Entity Structure, Journal Entry verification, Security verification, and inter-company elimination

Developed reports using Oracle and Crystal for finance, accounting, engineering and client servicesCreated and maintained the Loral Skynet Revenue Model and Business Model that are both 2 year detailed/4 year high level models for forecasting and budgetingPerformed regular reconciliations to verify information, track errors, and ensure validity of information being reported by the three primary databases: LMS, Contracts Database, and Oracle ARPerformed monthly analysis of revenue growth, profitability and financial conditionUpdated, maintained, and re-designed the Data Warehouse to provide faster and more efficient data processingCreated, updated, maintained, and re-engineered supplemental programs in Visual Basic for the Contracts Database to track financial and legal dataDeveloped small applications/scripts in Visual Basic and Java to support day to day processes performed by the Accounting and Finance DepartmentsIntegrated the existing contract database and billing systems with a newly acquired subsidiary by gathering requirements, data scrubbing, and transferring informationDeveloped reports for revenue tracking, cash backlog, billings, profitability, and financial condition using Crystal ReportsDeveloped and maintained the Financial Statements, using macros to update and upload entries into OracleDeveloped and implemented budgeting software allowing for better tracking of expenses, quicker responses to reorganizations, and a more in-depth analysis of anticipated expensesAutomated various work processes that dramatically reduced time needed to perform the required analyses