Robert Cheff

Experience

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  US Army

  Aug 1986 - Sept 1990

  Air Traffic Control Specialist

  Held a Top Secret ClearanceHonorably Discharged

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  Arthur Andersen

  Dec 1992 - Aug 1995

  Senior Consultant/Senior Tax Accountant

  Business Consulting Group* Established and managed the payroll department for a new division of a pharmaceutical company* Wrote policies & procedures for on-boarding staff, administered a company 401-K program, planned and executed an annual benefits enrollment planTax Practice Team* Prepared Individual, Corporate and Partnership tax returns* Performed IRS Tax Code research & reviewed tax court cases for precedents and supporting positions

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  Micro Modeling Associates

  Aug 1995 - Dec 1997

  Senior Associate

  * Worked on multiple development projects built on a foundation of Excel utilizing VBA, VB, Access, SQL Server, Oracle, Essbase, Outlook, OLE, ODBC, MSQuery and Pivot Tables

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  Technology Solutions Company

  Dec 1998 - Dec 1999

  Senior Consultant

  * Developed data warehouse centric solutions using OLAP tools* Designed and prototyped the user interface of a healthcare premium and claims reporting/analysis application

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  JPMorgan

  Dec 1998 - Apr 2005

  Vice President

  Business Continuity Manager - Global Operate Credit/Rates/Cross Business eCommerce Plan * Led planning and development efforts for business continuity for Credit, Rates, and Cross Business E-Commerce groups* Managed the development and implementation of disaster recovery and business continuity planning across responsible groups. Required high level of collaboration and communications across business units, measurement and analysis of business risks and critical functions* Developed business resumption models, and implemented processes for continuous improvementGlobal Foreign Exchange Operate Team Manager * Managed desktop development and support team for the FX Options, Energy, Metals, and Soft Commodities Trading Desks in New York and LondonGlobal Markets Derivative Systems Developer * Designed custom business tools supporting the trading floor* Created risk management and commodity pricing systems, integrated tools to automate hedging positions on a real-time basis, automating reconciliation between various tools and P&L system,* Built an intra-day risk system for the Oil and Natural Gas traders, allowing them to quickly reevaluate actual positions and forecast in real-time Show less

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  Cheff Inc.

  Apr 2005 - Jan 2007

  Independent Contractor (Full-time)

  Client: Credit Suisse Commodity Trading Desk) * Led development of bespoke Excel-based commodity trading tools that linked to the client’s existing middle office processes allowing the commodity trading desk to begin trading 9 months ahead of configuration and adoption of Openlink Endur* Coordinated collaborative efforts between client, consulting team and various vendors to complete automation and integration required for a successful deployment* Created data extracts for system level testing and integration development* Managed the data conversion and parallel testing environment to ensure functionality and cross-training for the client stakeholders* Acted as Endur System Administrator after the transition from the temporary Excel-based solution Show less

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  LECG-SMART

  Jan 2007 - Jun 2010

  Senior Manager

  Advisory and Business Consulting, Banking and Capital Markets Practice* Directed cross-functional projects including expert teams serving clients in various banking and investment industries* Managed various full life cycle projects that implemented new/improved services and solutions across corporate and tax accounting, e-commerce, commodity and currency trading, FX rates and streaming market data* Collaborated directly with all levels of client members including C-level, enabling solutions to be completed on time and within budget* Redesigned and overhauled an emerging markets (Brazilian Real) currency trading process* Led a successful project that combined my knowledge of tax regulations, insurance accounting, and financial modeling in order to help client convert an entire insurance guarantee portfolio to a mandated new accounting methodology* Provided leadership and coaching to highly skilled and motivated analysts and developers to deliver innovative and value driven solutions for our clients, automating existing processes and implementing accounting and legal standards Show less

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  Monticello Consulting Group, Inc.

  Jan 2011 - Aug 2011

  Senior Manager

  * Executed full project management lifecycle over an account hierarchy migration project* Gathered requirements from business and technology SMEs to establish a regional account structure to facilitate efficient reconciliation and funding allocation processes* Responsible for UAT testing governance and coordinated front-to-back testing for a Regulation Reform project to report DTCC industry notionals* Managed defect resolution, testing tool support, and generation of test scripts as well as testers and technology teams to ensure timely completion of test cycles* Conducted business analysis for Equities prime brokerage trade flow, identifying current state trade flow for prime brokerage clients and gaps in legal entity flow rules Show less

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  AIG

  Aug 2011 - Mar 2016

  Assistant Vice President

  Served in various progressive roles supporting the Technology organization, with a focus on portfolio management of IT applications and projects, monitoring progress against budget, and ensuring timely completion. Additional responsibilities included preparing and issuing all portfolio-related reporting for use by the respective CFO and/or CTO.Positions held: * Group Business Manager - Business Management Office * Application Development Management (ADM) & Technology Shared Services Utility (TSSU) Groups * Program Manager - ADM Project and Portfolio Management (PPM) * Assistant Program Manager - ADM Sourcing Program * Financial/Business Analyst - Budget Cycle Show less

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  Cheff Inc.

  Apr 2014 - Aug 2015

  Independent Contractor (Part-time)

  * Built an Excel-based energy trading risk management system to manage P&L by trade and risk position, by commodity and month* Collected client transactional trading data and created custom calculation engine to generate position and valuation reports* Aggregated risk strategy portfolios with customizable product mixes* Generated risk reports to confirm counterparty valuation and collateral requests* Converted raw data into meaningful information that could be analyzed and actioned Show less

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  Monticello Consulting Group

  Jul 2016 - May 2017

  Senior Consultant

  * Supported Capital Markets Technology & Operations area for a Canadian-based bank * Built an account reconciliation tool used to satisfy a FINRA reporting requirement* Collected and analyzed account activity data to identify dormant accounts for closure* Coordinated data reviews and signoffs between Front Office, Front Office technology and Middle Office, synchronizing the execution of account status changes between systems, while maintaining independent change control mechanisms * Conducted interviews to collect critical system information for the development of detailed business requirements documents* Performed validation exercises to ensure accuracy of parallel testing results* Built tactical data dictionary to source critical data elements required for Financial Regulatory reporting* Created project dashboards to measure progress, proactively manage open action items, and communicate project status with stakeholders* Executed ad-hoc data analysis in response to real-time critical needs Show less

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  Cheff Inc.

  Jun 2017 - now

  Independent Contractor

  Client: 95deltaLed a bespoke software development project that designed and developed Phoenix, an Excel-based commodity risk management application which is being marketed and licensed to the energy production, trading, and collateral lending markets. Client: HubSync / McGowan Partners LLCLed a small team that designed an Excel-based End-to-End 1040 Individual Tax Workpaper solution that captures scanned client data and provides a reviewable workflow process, culminating in an automated data export into a commercial tax return software package, CCH Axcess.Project manager and lead developer for project that revamped and overhauled an internally built single-user 1065 Partnership Tax Workpaper into a standardized template that fed into GoSystem Tax RS; designed solution to remove the single point of failure preventing it from being leveraged across the client’s firm.Client: Mazars USADesigned, built, implemented and provided daily team management over a ‘Data Wrangler’ program to better manage daily reports and subcontractor invoice reconciliations for an engineering firm. Client was involved with FEMA and the US Army Corps of Engineers on a billion dollar plus project restoring electricity to Puerto Rico and the US Virgin Islands after Hurricanes Irma and Maria. At the peak of this effort, 1,000+ daily subcontractors engaged in various roles, submitting time, per diems, fuel, generators and other costs for reimbursement. Show less

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  Orion Innovation

  Aug 2023 - May 2024

  Implementation Manager

  Center of Innovation, Data & Analytics Group* Provided governance to the D&A Group Portfolio, which managed three programs, and several dozen implementation projects (including FiServ’s Axiom, Prologue & Vantage implementations).* Developed portfolio management tool which integrates daily client data feeds into a dynamic repository used by project managers as the single source for multiple program management and governance reports. o Client data feed updates 36 data points and refreshes daily for each project. o Automated the client data feed integration process saving 20+ hours of manual effort per month. o Tool facilitates daily huddles for program managers and their respective project managers. o Dynamic pivot tables created to facilitate and expedite ad-hoc reporting. Show less