Hired to facilitate and on board assets from multiple sources into the investment accounting platform. Advising on best practices and implementation setup for optimal operational efficiencies both upstream and downstream.

SME Consulting LLC is a multi-faceted consulting firm focused on implementing investment management solutions. The company assists organizations with their investment accounting systems and offers a full range of both business and technical services.

Project manager and BA for liquidity stress test forecast model project. BA for JIRA implementation as well as asset on boarding into foreign asset investment accounting platform.

Tested application functionality, enhancements and reports for accuracy. Proposed solutions including alternatives when applicable for business users. Served as intermediary between technology and business users (investment accounting, tax, operations, IT, front office, etc.). Led and managed team of business analysts to develop skills, provide feedback, and coach team members to enhance career development. Assessed needs, resolved any impasses and complicated issues, and presented recommendations to meet company objectives. • Reviewed current-state processes and integrated change to optimize resources and improve benefits to business users. Analyzed problems and recommended solutions, including possible workflow changes.• Led multiple PAM asset migration/divestiture projects. Acted as SME/PM/Implementation manager. Most recent migrations involved bank loan/private placement commitment/syndicated loan portfolios with AUM in the billions.• Served as PAM SME and main point of contact for all technology and business users.• Ensured efficient daily, monthly, and quarterly processes for PAM related to trades, yields, cash application, permissions, reporting, portfolio maintenance, and accounting values.• Led significant efforts to automate manual processes to increase operational efficiencies.• Led PAM annual upgrade process. Addressed discrepancies and tested patches. Oversaw all user acceptance testing and communicated fixes needed to vendor.• Created extensive documentation for project stakeholders and senior management.• Contributed feedback and design elements for all upstream and downstream systems.• Built multiple PAM messaging templates for multiple groups within the organization.

Created a multi-faceted consulting firm focused on implementing investment management solutions. The company assisted organizations with their investment accounting systems and offered a full range of both business and technical services.• PAM SME and Implementation project manager at AIG in New York, NY.• PAM SME and business technician at AXA Insurance in Zurich, Switzerland.• PAM SME at Wells Capital Management in San Francisco, CA.• Developed and managed a team of consultants assigned to multiple client locations.• Contracted and delivered multiple development projects ranging from trade interfaces to custom reporting.• Provided PAM training to end users.

• PAM SME and business technician

• PAM SME

Worked with derivative processing, complex fixed income & equity processing, reconciliation, fx processing, data tables and reporting. Performed extensive regression/UAT testing. Updated/corrected data tables with SQL statements. Consulted internally and on-site to both domestic and international clients. Revised and created software support documentation. Conducted training sessions for both internal employees as well as clients. Tested new software releases and new software functionality. Accessed back-end (tables) to diagnose and solve issues for both project related and daily problem solving duties. Expert knowledge of data table/field/GUI relationship from diagnosing issues for over 5 years. Extracted data on a daily basis using ODBC drivers into Excel for analysis purposes. Fix corrupt data using manual field manipulation or SQL statements. Created messaging for testing and diagnosis.

Structured Finance Group: entered data from prospectus for MBS/ABS/CMO securities. Analyzed deals.Derivative QA group: checked Bloomberg derivative functions for possible defects and checked new derivative issues on the system for errors.Data License group: Performed analytics for Bloomberg data License clients.