Susan Han Email and Phone Number

• Currently performing impact analysis for the decommissioning of the current balance sheet application within Institutional Securities.• Directed the Global Equities Products Attribution project - Sourcing of all Equities Attribution data to a central financial data warehouse enabling enhanced P&L reporting and regulatory reporting requirements.• Managed the integration of new balance sheet and revenue data into the financial data warehouse for the entire Global Equities and Fixed Income divisions for the purposes of data reconciliation and eventually Balance Sheet and P&L reporting.• Performed impact analysis of migration to a new consolidated cost center structure throughout the entire Institutional business. The impact assessment consisted of the P&L process, including reconciliation, adjustments, sign-off and reporting.• Led the enhancement initiatives of Equities and Fixed Income P&L Attribution reporting to provide customized reports to the various trading desks.• Performed multiple roles inclusive of program manager, project manager, business analyst and testing manager leading various projects for the Institutional Financial Controllers supporting the Equities and Fixed Income divisions.• Led project planning, change management, user acceptance testing, user training and deployment and facilitated status meetings.• Acted as primary liaison between Finance and IT groups to enable collaboration between users and developers and guide them throughout the project/system development lifecycle. • Managed project portfolio for Finance Controllers, including high-level project planning, project prioritization, resource management and project status updates.• Facilitated requirements gathering sessions with subject matter experts to develop data feed, adjustment tool and daily P&L reporting requirements for Finance controllers.• Drafted business requirements and performed preliminary user testing on behalf of clients.

• Led the development of an implementation methodology to support the rollout of a project/resource management application within various lines of business of a Fortune 500 financial institution.• Managed the user acceptance testing effort for a 600-user pilot of a project/resource management application.• Facilitated the gathering of business requirements for the configuration of an enterprise-wide implementation of PlanView (PSA application).• Served as an Evolve (PSA application) implementation project manager for a defense contractor.• Designed, developed and tested MS Access databases for the review of executive evaluations and the administration of executive compensation within a management consulting firm.• Managed a project team of clients and contractors during the design, development, testing and rollout phases of an engagement/upward feedback reporting system.

• Planned and directed the day-to-day activities of implementing a professional services automation software for multiple clients. Managed business process analysis, system configuration, data conversion and user training.• Functioned as product expert during the design of a PSA resource procurement module. Defined product functionality, drafted business requirements and reviewed functional and technical design.• Drafted and executed unit and system test scripts for several releases of a PSA application.

• Led the testing effort for a mainframe billing application for a leading telecommunications company.• Performed as a functional lead during the operational review of a statewide child welfare system involving the redesign of existing functionalities.• Led a design effort to develop user requirements, conceptual design and detailed design for multiple functionalities of a client/server child welfare system for New York State.• Led the system testing for a statewide child welfare system.• Managed the development of multiple batch data extraction programs for reporting.• Developed a batch financial program for a statewide child welfare system.• Managed the test environment for a client/server application requiring the creation of test data, migration of client code and technical support for testers.