Experience

• 

  Credit suisse

  Jul 2007 - now

  • Spearheaded Microsoft Azure Cloud based implementation of Trader Election application to enable critical Global Wind Down (GWD) capabilities required for Valuation in Resolution (ViR) to comply with FINMA’s Recovery and Resolution Planning requirements. • Established and managed an efficient global engineering workforce model to deliver surge in functional scope within tight timelines. • Led business process improvements, extending the entity scope from the UK to global, streamlining Cloud processing pipelines, methodology optimizations, and enhancing downstream data delivery. Adopted Microsoft Azure Databricks for data processing.• Enabled accelerated data collection and processing using sustainable and repeatable BAU capabilities. Reduced time taken for data preparation activities from two weeks to within a day.• Implemented standards for data management processes, improving stability, reducing risk, and maintaining platform efficiency and reliability.• Forged consultative relationship with key clients to align implementation with project specifications, regulatory requirements, business goals. Cultivated interactive environment of high service that engendered client satisfaction. • Negotiated complex vendor management contracts and service level agreements including engagement price offers. • Ensured adherence to Third Party Risk Management activities and procedures.• Led business/technology case justification, budget, and resource requirements activities aligned to work packages and resource optimized schedule. • Recognized for outcome driven approach, strategic and innovative thinking, technical expertise, managerial skills, and the ability to maintain a positive team atmosphere despite aggressive project deadlines.• Promoted team engagement, fostered a culture of collaboration and partnership, and maintained a positive team atmosphere. Show less • Established and matrix managed a collaborative working relationship with onshore and offshore teams (North America, Europe, and Asia Pacific regions) comprised of business analysts, architects, software developers, and QA testers to deliver complex requirements for data collection as well as Review and Challenge for FRY-14A CCAR reports.• Collaborated with multiple internal stakeholders to identify and harmonize sourcing of various projections data elements (e.g. balance sheet, income statement, risk weighted assets, Revenue, Expense etc.) into a centralized data repository along with inbound and outbound interfaces.• Implemented full life cycle of Oracle Hyperion products to commission a Projections Collections platform for CCAR (Comprehensive Capital Analysis and Review) reporting. Created multi-dimensional hierarchical Data Models to satisfy requirements of complex business scenarios. Used Hyperion DRM to set up hierarchies, member properties, user-defined attributes (UDA), and meta-data exports.  Guided users to setup templates, schedules, and tasks for the CCAR process in Hyperion FCM. Designed Hyperion Planning Data/Web Forms mockups (including Business rules, Validations) for implementation by development team.  Defined detailed inbound and outbound interface specifications for data sourcing needs and extracts for downstream applications. Harmonized data across multiple sources • Supervised quality assurance (QA) teams to develop integration test plans and test cases, which were then used by the development and functional teams to perform comprehensive validation of business applications. Utilized Quality Center (QC) to outline and track defects or change requests and move them to resolution.• Conceived and formalized a robust migration and change management framework that resulted in effective planning and execution of release activities.• Improved audit predictability and managed project risks through risk assessment and analysis. Show less • Led the full-life software development of a proprietary Web-based Product Control (PC) workflow and exception management tool to automate line and business control of daily P&L for Supervisory review and signoff.• Oversaw implementation Analytical dashboards that enabled Product Control to efficiently analyze and compare P&L across risk types. Established a flexible, consistent, and exception-based method of investigating and controlling the bank’s unexplained and material P&L based on risk sensitivities to address regulatory and internal control commitments. • Facilitated business process review sessions, developed functional specifications, and designed application interfaces. Developed use cases, state diagrams, process flow diagrams, and designed application interfaces. Evaluated and decomposed high-level requirements to identify and mitigate gaps (GAP Analysis). Collaborated with Solution Architect to convert functional requirements into an efficient, stable, and scalable architecture solution. • Formulated requirements for Web-based Dashboards/Reports developed using Oracle’s OBIEE suite to provide real-time updates of daily P&L, adjustments, corrections, and workflow statuses. • Defined application Role Based Access Control (RBAC) for integration with the firm's Identity Access Management Service. Show less • Authored a well-received user’s guide and training manual for Peoplesoft based Pay Cycle Management system.• Ensured global Treasury IT initiatives complied with SDLC+ methodologies ensuring effective project delivery both on time and within budget. Mentored global teams in methodology and encouraged best practices to ensure successful delivery of projects.• Established a systematic and effective process for tracking actuals versus budget of a global team. Monitored project costs and provided periodic reports to senior management on variances and progress. Show less

  • Finance Tech Raleigh Rep for Campus Recruitment

    Nov 2022 - now

  • Delivery Lead – Global Wind Down for Recovery and Resolution

    Mar 2020 - now

  • Site Lead for Group Finance MIS Raleigh

    Jul 2016 - Aug 2022

  • Delivery Lead – Projections and Collections Engine for CCAR

    Jun 2016 - Feb 2020

  • Lead Business Analyst – Product Control Workflow

    Mar 2012 - May 2016

  • Technical Associate Project Management Office

    Jul 2007 - Feb 2012