Reporting to the President of this custom software development solutions provider, manage all day to day operations for the company – including all project, client relationships, financials, local and off-shore staffing & utilization and project costing & delivery.Responsible for: Delivery of all projects - at the highest quality, on schedule, within budget and scope; Revenue and Expenses of the company; Increasing revenues with client / project wins and managing expenses by setting up… Show more Reporting to the President of this custom software development solutions provider, manage all day to day operations for the company – including all project, client relationships, financials, local and off-shore staffing & utilization and project costing & delivery.Responsible for: Delivery of all projects - at the highest quality, on schedule, within budget and scope; Revenue and Expenses of the company; Increasing revenues with client / project wins and managing expenses by setting up and utilizing off-shore development staff and improving staff productivity and retention. Show less

Reporting to the Chief Information Officer of Asset Management Division with $1.6 trillion AUM in 16 boutiques, managed the business of software development for Buy-side investment management business with direct budget responsibilities of $32 million annually. Provided support for 120+ global technical staff and 80 to 200+ offshore vendor staff.Responsibilities included: Project Portfolio Management, Financial Planning, Budgeting, Forecasting, Capitalization, Tracking, Allocations/charge… Show more Reporting to the Chief Information Officer of Asset Management Division with $1.6 trillion AUM in 16 boutiques, managed the business of software development for Buy-side investment management business with direct budget responsibilities of $32 million annually. Provided support for 120+ global technical staff and 80 to 200+ offshore vendor staff.Responsibilities included: Project Portfolio Management, Financial Planning, Budgeting, Forecasting, Capitalization, Tracking, Allocations/charge backs to the LOBs, Project Management Office (PMO), Risk, Audit & Compliance, Information Security, Vendor Risk management and Business Continuity Planning.Major Accomplishments:• Saved $4+ mm annually by collaborating with the LOBs and development teams - by setting up steering committees to provide governance to deliver projects within their expense targets. • Acquired funding for implementation of a federated CRM system - Salesforce.com - for all the 16 boutiques and worked out the charge back model.• Setup the implementation and charge back model for trading CoE based on Charles River Development, Eagle Pace and Eagle STAR systems.• Setup Project Management Office to take away administration overhead tasks (FFIEC SDLC) and freeing up the delivery teams to focus exclusively on software development activities. Show less

Reported to the Chief Technology Officer of this Mutual Funds firm with $400+ billion AUM and was responsible for multiple functions:• Head of Analysis and Design: Managed senior analysts in gathering and analyzing business requirements and designing of all strategic initiatives related the buy-side Mutual Funds management, securities trading full life cycle. Streamlined the analysis processes and improved the time to market by directing the analysts to focus more on the business… Show more Reported to the Chief Technology Officer of this Mutual Funds firm with $400+ billion AUM and was responsible for multiple functions:• Head of Analysis and Design: Managed senior analysts in gathering and analyzing business requirements and designing of all strategic initiatives related the buy-side Mutual Funds management, securities trading full life cycle. Streamlined the analysis processes and improved the time to market by directing the analysts to focus more on the business needs.• Head of Relationship Management: Responsible for providing all systems, software development and technical support to the traders, portfolio managers, research analysts, sales & marketing, fund accountants and senior executives of the firm. Setup and engaged the Technology Steering Committee in providing governance and portfolio prioritization for deploying of technology resources.• IT Budgets: Interacted with the heads of LOBs to determine their IT demand in preparation of the annual IT budgets. Implemented the project based charge back procedures to the LOBs to manage IT expenses resulting in savings of $3+ million annually. Show less

Reporting to the Chief Investment Officer; responsible for providing all systems, software development, technical support and daily operations for the Investment Management group of 160+ users including traders on the Equity, Fixed Income, Municipals and Money market trading desks, portfolio managers, research analysts and senior executives. Major accomplishments:• Business Continuity - Setup alternate trading environments for all five trading desks.• Equity trading – Implemented a… Show more Reporting to the Chief Investment Officer; responsible for providing all systems, software development, technical support and daily operations for the Investment Management group of 160+ users including traders on the Equity, Fixed Income, Municipals and Money market trading desks, portfolio managers, research analysts and senior executives. Major accomplishments:• Business Continuity - Setup alternate trading environments for all five trading desks.• Equity trading – Implemented a trade order management system and straight through processing. • Fixed income trading – Implemented the Bloomberg portfolio trading system and then improved the reconciliation process between Bloomberg, the accounting system and Yield Book.• Municipal bonds trading desk – Automated the upload of all trades to the accounting system and improved the daily reconciliation process. • Separately Managed Accounts - Improved the data quality and turn-around time for the month end Russell performance attribution reports. Show less

Collaborated with development teams to create a new architectural framework and client/server development standard for the firm, including multi tiered architecture. Provided architectural direction to development teams in implementing the standards and guided them through the enterprise deployment requirements. Performed architectural evaluations of vendor applications including feasibility studies and project planning for implementation by integration teams.

Senior Technical Manager, Accounting and Auditing Systems Managed the development of AuditSystem/2 - a Windows based, tightly integrated auditing system which included a Document Manager, Workpaper preparation, a Trial Balance tool and an audit planning module. Utilized Visual C, C++, Microsoft Access, Word, and Excel. Responsible for:• Project management and resource planning across 3 sites - Princeton, London and Amsterdam.• System configuration and installation module –… Show more Senior Technical Manager, Accounting and Auditing Systems Managed the development of AuditSystem/2 - a Windows based, tightly integrated auditing system which included a Document Manager, Workpaper preparation, a Trial Balance tool and an audit planning module. Utilized Visual C, C++, Microsoft Access, Word, and Excel. Responsible for:• Project management and resource planning across 3 sites - Princeton, London and Amsterdam.• System configuration and installation module – Coordinated the requirements of the International users, performed analysis, designed and developed the setup program in VB.• System builds and production of the installation CDs. Show less