Experience

• 

  State street

  Mar 2000 - now

  Work in the Alpha team on Client implementations as part of the State Street Front to Back integration initiativeProduct Owner for initial platform to connect State Street back and middle office to external Client’s front office. Responsible for working with the client and internal teams to produce requirements for client onboardingManage the Kanban Board and story prioritizationProvide analysis and advice to clients (internal and external) on current and future state data-centric operating models Show less Manage a project replacing a Loan Processing service with a third party vendorResponsible for Project Plan creation and trackingResponsible for IT and Business budget creation and trackingExperience with 3rd party vendor and outsource contract negotiations Manage internal IT and business teams across Europe and India as well as an external third party implementation partnerLead executive level meanings on project progressExperience with then Clarity project reporting system and the Loan IQ loan processing platform Show less Manage a team of Analysts focused on large scale global project deployments in an Agile environment. This involves working as an agent of change and constant solutioning with the business and technology teams to ensure the project’s success.Act as the primary contact for the projects across all global locations and am responsible for all projects tracking and reporting including risk logs, bug tracking, and project plans. Oversee all deployments to an overseas offshore location.Concentration on security valuations, dividend distributions, and fixed income amortization.Responsible for all senior management reporting and presentations. Certified Project Management Professional. Show less Work on large scale global projects as part of the Business Transformation team focused on accounting initiatives that produced large savings for my company. Concentration on end of night NAV processing and dissemination as well as Fixed Income securities processing.Manage the project through the project lifecycle, including developing detailed business requirements through the use of global SMEs, developing training and user guides, and managing the implementation process. This involved complex problem solving under tight deadlines and budgets as well as strong collaboration with business and technology teams in multiple offices around the world.Write test cases and am heavily involved in performing thousands of quality tests for our projects.Maintain project plans and am responsible for presenting the project back to senior management.Work with the business units through benefits and savings analysis, including multiple time studies and road mapping.Strong data analysis work around market reference data and the use of third party vendors. Show less Managed a centralized team as part of the Client Operations group and acted as one of the main client liaisons for that group. Group was responsible for all end of night NAV reporting as well as any compliance reporting.Extensive experience running a centralized Pricing team responsible for the end of night securities valuations. I have also managed centralized Corporate Actions, Custody, and Technology teams.Worked as the lead project contact on all bank wide initiatives affecting the department. Managed my teams through centralization and outsourcing as well multiple large scale conversions.Automated many of the department’s processes and internal controls.Prepared monthly performance reports for senior management at State Street and at the clients. Show less Created a project and followed through the Projects lifecycle – review requests, write business requirements, complete test plan, and implement roll-out.Acted as the liaison between the technology team and the Mutual Funds area for a large department servicing over 600 funds. Documented current work flows for all aspects of the Mutual Funds Operations department and determined “best practice” solutions. Helped administer new practices and change operating procedures. Trained as a Six Sigma Green Belt and have completed projects using the Six Sigma tools. Show less

  • Business Strategy Analyst, Vice President

    Feb 2020 - now

  • Program Project Manager - Vice President

    Oct 2018 - Feb 2020

  • Project Manager - Vice President

    Apr 2015 - Oct 2018

  • Business Analyst - Assistant Vice President

    May 2011 - Mar 2015

  • Fund Manager - Assistant Vice President

    Oct 2005 - Apr 2011

  • Business Analyst

    Mar 2000 - Oct 2005