Adrian W. Email & Phone Number

Florham Park, New Jersey , Us

I am currently consulting to a large bank in a Program Manager/Project Manager type role. My work has included establishing trusted client relationships with C-suite and VP-level stakeholders in the to advise on critical matters including strategic planning, organization design, operating infrastructure development, and process improvement. Project highlights:• Mapped out end-to-end processes and workflows to identify impacted stakeholders, assess key areas of risk or bottleneck, and reengineer accordingly to unlock 84k personnel hours and $2.3M of cost savings• Built robust data pipelines and implemented KPI dashboards, scorecards and other performance management tools to harvest data-driven findings and course-correct on operating strategies accordingly • Developed product concept and served as Program Manager for delivery of the hybrid cloud-based Smart Router client onboarding workflow tool that determines staff capacity/capability and automates onboarding requests. The tool reduced time to market by 66%• Benchmarked and assessed operating infrastructure, key metrics, cost structures, and governance frameworks to develop 11 business recommendations that increased the Bank’s competitiveness in treasury management • Oversaw the design of a self-service client portal with chat features by conducting user interviews and research, creating wireframes, and conceiving user flow and logic to facilitate a frictionless end-to-end customer experience • Led data analytics of both qualitative and quantitative information to evaluate and diagnose management decisions, triage major risks, and surface opportunities for process improvement, cost reduction and other value creation• Originated and implemented solutions to improve business efficiency, performance, cost control, and effectiveness

Stamford, Connecticut, Us

I was hired as a contractor to close out SYF’s regulatory finding MRA (Matter Requiring Attention) and streamline the IT Infrastructure Project Intake process.Project highlights:• Updated Retail Card deal due diligence which successfully closed out regulatory finding MRA (matter requiring attention). Created and executed plan to ensure all active clients in scope for Enhanced Due Diligence had proper documentation, IT controls, and system notes to satisfy regulatory requirements. Prepared summaries, PowerPoint decks, extracts, and documents requested by internal audit.• Created external SharePoint web app to support a client offboarding. The app supported over 1500 requests per day with statement workflows, email notifications, robotic process automation. Built using Nintex, HTML/CSS, and JavaScript.• Developed custom JIRA implementation for Project Initiation by using Service Desk, Groovy scripts and JIRA API to automate project creation and project updates.• Automated financial reporting and defined OpEx and CapEx expenditures.• Managed Retail Cards release trains metrics and optimized Program Increment (PI) Planning workflows of over 1000 initiatives.

London, Gb

I was promoted to manage three analysts and assumed control of an offshore team in a player/coach role responsible for data science project management and contribution to web and cloud development initiatives. I currently lead a team of eight (six BI developers, two audit analysts) and contribute to business analysis, functional and technical requirements, test planning, defect management, and stakeholder management. Project Highlights: • Scrum Master/Dev Lead for effort to standardize CDD overdue Key Risk Indicator reporting. Captured requirements and created user stories for execs. Conducted exploratory data analysis, log-linear analysis, logistic regression, testing of final time series and reference forecast, and validated/published a model able to predict KYC overdues KRI to the thousandth digit within three months (to the tenth digit in six months).• Project Manager for creation of policies/procedures to manage internal audit of client onboarding (adopted globally). • Managed decommission of IT services of separated employees to save thousands annually. • Led initiative to automate KYC team’s manual collection and tracking processes via a lightweight web workflow tool. • Conducted high volume operational and regulatory reporting using SQL, SSIS, Excel, and PowerPoint for audit and compliance. Developed consolidated analytics KPI, KRI and time series SSRS dashboards to reduce ad hoc reporting. Created and maintained stored procedures, views, queries, and SSIS packages. • Product owner for Sharepoint workflow app that enabled 30 client managers to work seamlessly with the legal sanctions team.• Scrum Master/Dev Lead for build of a daily KYC report to demonstrate analyst productivity, bottlenecks, and efficiency. Collaborated to develop KPIs and user stories. Solution led to Project Manager of the Year award. • Served as interim co-manager for 30 client managers in Banking Middle Office .

London, Gb

I was contracted by Barclays to serve as controller for an IT and SEC remediation project program and $30M budget. I created Excel VBA apps with pivot tables to import SAP G/L detail extracts to consolidate views of project health across the portfolio and chaired data meetings to resolve variances (YTD, MTD, LTD) in forecast to actual. I also identified $5M in savings by manually researching SAP FI/CO general ledger and locating incorrectly booked accruals, deferrals, and miscoded invoices.

New York, Ny, Us

At AIG I managed IT delivery of a Reduction In Force (RIF) tool for HR, leading three business analysts and a developer. This project included facilitating steering committee meetings with stakeholders, successfully pitching leadership for approvals, tracking project milestones, maintaining functional requirements and documentation, designing test plans, and oversight for test execution. Other work included delivering group training to HR and Legal staff for a complex Excel VB app, developing training methods and collateral for the Peoplefluent HRIS release, and creating materials for RIF processes PowerPoint decks, Visio process maps, work aids).