Served as Engagement Lead for Operations, ensuring operation organization was compliant using enterprise planning tools and facilitating proper allocation of $89MM budget during annual planning and continuous planning cycles.Acted as Business Case Product Owner, verifying business requirements were properly represented, liaising between development and business teams, managing and prioritizing backlog.

Manage large, global programs for Tier 1 Investment and Retail banks (onsite at client offices) liaising with CIO/CTO and CFO clients. Budgets range from $1MM-$5MM, with a typical program running at $3-5MM Responsible for project budgeting, and staffing of work teams of up 50-60 Business Analysts and Developers Drive execution through all stages: client consultation and proposal of project options, creation of scope documentation with client buy in and input; high level… Show more Manage large, global programs for Tier 1 Investment and Retail banks (onsite at client offices) liaising with CIO/CTO and CFO clients. Budgets range from $1MM-$5MM, with a typical program running at $3-5MM Responsible for project budgeting, and staffing of work teams of up 50-60 Business Analysts and Developers Drive execution through all stages: client consultation and proposal of project options, creation of scope documentation with client buy in and input; high level migration plan and development of detailed project plans/work streams, flexing them accordingly to keep budget on track and assure the quality of the end deliverableComplete programs with the execution of run book, synchronizing activities to complete the technical migration/release of software or implantation, coordinating between a client’s global offices and support centers--generally the US, Europe Asia and India. Provide extensive post-merger support, ensuring timely delivery of the project and outstanding client service Show less

Managed bank’s $76M investment portfolio, $125M borrowing portfolio and three direct reports. Ensured adequacy of liquidity position and oversaw Asset Liability management. Developed annual $30M+ budget, including income and balance sheet projections

$12B banking operation of Popular, Inc., a NASDAQ-listed, full-service financial services company serving Puerto Rico, the US, the Caribbean, and Latin America

Analyzed interest rate risk, re-pricing risk, net interest income, and market value of equity for $3B balance sheet; Modeled balance sheet instruments, including core non-maturing deposit assumptions and pricing, prepayment assumption for loan portfolio and new products. Updated assumptions, procedures and guidelines to ensure forecasting effectivenessIntegrated acquired thrift institution, Yonkers Savings & Loan, into the Asset/Liability process on to Atlantic Bank’s balance sheet.… Show more Analyzed interest rate risk, re-pricing risk, net interest income, and market value of equity for $3B balance sheet; Modeled balance sheet instruments, including core non-maturing deposit assumptions and pricing, prepayment assumption for loan portfolio and new products. Updated assumptions, procedures and guidelines to ensure forecasting effectivenessIntegrated acquired thrift institution, Yonkers Savings & Loan, into the Asset/Liability process on to Atlantic Bank’s balance sheet. Modeled, mapped and tested all instruments following its purchase Devised loan-pricing model that enabled Sales team to better capture credit risk in loan pricing Show less