Sergey Bitelman, PMP

Experience

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  KSB Wine Cellars, Inc.

  Oct 1995 - Jan 1997

  P/T Manager

  • Maintained company’s records as well as completed scheduling, payroll, billing, daily tallying of the receipts from credit cards, and bank transactions• Selected and adjusted store’s inventory based on observations – including seasonal changes, patron’s suggestions, local preferences, as well as by hosting numerous new and existing product samplings• Tracked - utilizing a computerized inventory maintenance system, forecasted and placed inventory purchases with distributors• Assisted customer inquires' regarding products offered both in the store as well as special order itemsAmended customer database files for repeat orders and special requests for ad-hoc reports Show less

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  Merrill Lynch /Private Client Group

  Feb 1998 - Mar 1999

  Assistant Financial Consultant

  • Reviewed analysts’ reports from various sources summarized and communicated information to Financial Consultant • Solicited potential clients for future investment opportunities ranging form personal financial planning to corporate 401K plans• Assisted in research and evaluations of potential investments in equity and fixed income products in amounts exceeding fifty thousand dollars• Maintained and adjusted mutual fund portfolio daily utilizing MS Excel

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  Prime International Trading

  Jun 2000 - Oct 2002

  Futures Options Analyst

  •Worked with both precious metals and soft commodities on the floor of NYMEX, COMEX, and NYBOT exchanges•Confirmed, adjusted, and reconciled trading statements daily for incorrect or unknown trades, as well as Profit and Loss reports•Prepared daily options trading sheets utilizing Whaley American Option Pricing Model and Black Futures Options Pricing Model on proprietary software•Gathered, analyzed, and evaluated specific as well as other news pertaining to a commodity for planning short-term option trading strategy•Monitored and communicated changes in risk variables used to derive options prices to the Trader for position adjustments consideration•Communicated Traders futures orders to the executing futures Broker for hedging options' trades•Entered trades into ProOpticus™ (Option value analyzer) to update positions' various risk exposures•Attended weekly Options Pricing, Trading Strategies, and Mock Trading classes administered by Traders as well as Managing Director Show less

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  Goldman Sachs

  Dec 2003 - Dec 2004

  Senior Analyst - Listed Derivatives

  • Participated in projects/enhancements within Futures Services Operations to challenge the status quo of processes and to identify and implement workflow improvement opportunities• Prepared Workflow and Functional Decomposition Analysis based on current business rules as well as solicited user requirements• Interacted with numerous groups throughout Corporate Treasury, IT, Legal and the Business Units to provide supporting research to management for forecasting and ad hoc reports• Assisted in developing Information Systems solutions to make preparation of daily segregation and secured calculations reports – in accordance with CFTC regulations, process more efficient* Executed funding of clearing and segregation bank accounts as well as investment of client money in CFTC approved investment vehicles such as Mutual Funds, T-bills and Repurchase Agreements• Managed utilization of customer collateral to meet margin requirements with clearinghouses and exchanges Show less

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  Shenoa & Co.

  Jun 2005 - Nov 2005

  Special Projects Manager – Contractor

  •Communicate with CEO to identify areas of concern subsequently collaborate with department Managers to formulate, initiate, and manage projects to implement operational improvements in Accounting, Finance, Information Systems, Operations, Marketing and eCommerce •Responsible for establishing a Human Resources Department for a company with more than 65 employees•Compiled, formulated, and implemented formal Business Agreements with over 200 existing vendors and suppliers•Initiated a trade communication with DeBeers (DTC) to be positioned as a Sight Holder Show less

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  Iridium Consulting LLC

  Nov 2005 - Jun 2013

  Senior Business Analyst

  * MUREX implementation (Version [Binary] Upgrade) and support for Front-to-Back groups* New Product and Processes implementations as well as knowledge transfer* Processes(es) Optimization projects including Reporting, Market Data, and feeds to downstream systems* Analyze, formulate, and create various customized reports for FO, MO, and BO office groups as well as ad-hoc requests for information extracts* Market Data set-up, validation, as well as subsequent extracts* Various Static Data related functionalities for several modules including: Commodities, Interest Rate Derivatives, Currency, Credits, and Accounting.* Involved in analysis, creation, automation, and maintenance of system ‘Housekeep’ functionalities* End-of-Day processes support and troubleshooting Show less

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  Soros Fund Management

  Jan 2006 - Jan 2007

  Business Analyst (Consultant w/Iridium Consulting)

  * Creation of Client customized MUREX Documentation package* Participated in resolution of numerous ‘End-of-Day’ (EOD) process issues* Introduction of MUREX Calendar Import Tool* Ad-hoc request for existing Reports and downstream feeds

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  SAC Capital

  Jan 2006 - Jan 2006

  Business Analyst (Consultant w/Iridium Consulting)

  * ‘End-of-Day’ (EOD) process automation including analysis and amendments to pre-existing processes* EOD support, troubleshooting, and maintenance* Analyzed, formulated, and implemented numerous customized Reports (Datamarts) for MO & BO groups as well as creation user automated launch tool – Keyboard Macros* Involved in analysis, development, and automation of downstream feeds project for Credit and Interest Rate Derivatives, and Accounting data* Creation and implementation of Market Data extracts including Revaluation Curves Show less

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  Dexia Credit Local

  Mar 2006 - Sept 2006

  Business Analyst (Consultant w/Iridium Consulting)

  * MUREX MX G2000 implementation and support for FO & MO as well as instrument set-up along with User Acceptance testing* Analysis, design, development, and testing of Stress & Back Test for Market Risk Group on both MUREX 2.10 (MX G2000) & 2.11 versions* Analyzed, formulated, and implemented numerous customized Reports (Datamarts) for MO & BO groups* Created a knowledge base on Market Conventions used for various Instrument set-ups* Ad-hoc request for data extracts Show less

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  Caisse de dépôt et placement du Québec

  Mar 2007 - Mar 2007

  Business Analyst (Consultant w/Iridium Consulting)

  * Phase 1 implementation of MUREX Calendar Import Tool* Onsite Client knowledge transfer and Team training on the use of MUREX Calendar Import Tool

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  Dexia Credit Local

  Jun 2007 - Jul 2007

  Business Analyst (Consultant w/Iridium Consulting)

  * Participate in MUREX version 2.10 to 2.11 migration* Performed numerous Reports, Datamarts and prior developed Back & Stress Testing reports reconciliations for respective Group’s sign-offs* Assisted the Team with ad-hoc request for existing Reports adjustments, Simulations, and ‘End-of-Day’ (EOD) process issues

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  JP Morgan Chase

  Jul 2007 - Mar 2008

  Senior Business Analyst (Consultant w/Iridium Consulting)

  * MUREX 2.10 (MX G2000) Production support for global FX, Emerging Markets, and Bullion Desks* Resolution of Trader’s Simulations and PnL related issues* Performed analysis across various MUREX modules to resolve user issues including PnL differences* Assisted MO & BO departments in formulating requirements for creation of new Reports as well as adjustments to existing ones* Implemented several Market Data Extract jobs for downstream systems* Provided BO group with ‘Modulo’ ad-hoc approach to for Netting Deals on heavy volume months* Provided first level support to ‘End-of-Day’ (EOD) process team for encountered issues* Performed, on bi-weekly bases, Sunday MUREX re-start procedure followed by System Operation Validation Checks Show less

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  Millennium Partners

  Mar 2008 - Sept 2010

  Senior Business Analyst (Consultant w/Iridium Consulting)

  * Responsible for several MUREX Version Upgrades [Binary] including an Upgrade from a Client custom version to Vendors ‘Main Branch’ version along with complete documentation on new features/functionalities, operational changes, and data differences reconciliation explanations* Responsible for implementation of Commodities Module complete with custom Reports/Risk Matrices/Simulation Views; Static/Market Data set-up; Calendar Import – including ‘Calendar Import P&L Reconciliation Tool’; as well as subsequent User Training/Knowledge Transfer* Provide ongoing support for Accounting Module along with creation of Accounting Rules for trades; reconciliations – both for daily and Version Upgrade inquiries; in addition to related accounting reports maintenance* Led Process Optimization projects including: Reporting (Datamarts); Market Data integrity checks, multi-date compare, and extracts; Multi-Zone Trades Netting; and ‘Pay-Fix’ (Payment Module) parallelization* Developed and implemented a comprehensive report for all Revaluation Rate Curves, including both static and computed data, which is produced for several internal groups* Implemented multi-parameter multi-Asset Class Risk Matrices, for internal Risk Group Data warehouse, including ‘Steepening/Flattening’ of Yield Curves, FX Spot/Volatility, and Market Rate/Swaption Volatility Smile* Responsible for implementation and maintenance of system ‘Housekeep’ functionality – Trades Logical Purge, as well as a complete design, implementation, and automation of a consequent process – P&L by Strategy RE-Classification* Analyze, formulate, and create various customized Data extractions – both via Datamarts (Data warehouse) and direct Database queries (SQL), for internal Front Office P&L and Risk system* Provide support to Front, Middle and Back Office groups on a variety of issues in conjunction with user System Trainings Show less

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  CPP Investment Board

  Oct 2010 - Mar 2013

  Senior Business Analyst (Consultant w/Iridium Consulting)

  •Responsible for an ongoing support to FO and BO groups across various Trading Groups with goal to reduce operational risk, cut support cost, and increase process stability•Provide key guiding role during New Products/Processes implementations phases across various asset classes•Initiated, planned, and implemented numerous PL, Processing, Trade Life Cycle, and System Maintenance projects including: Netting, Fixings Automation, Re-Design of Event Terminations, Business Process Redesign, and creation of additional Market Data sets•Introduced and initiated ‘Data Publishing Framework’ Project to build out a normalized repository of ‘Business Data Elements’ for subsequent, single source, consumption by various groups -- A multi phased project creating close to 70% in processing resources cost savings, in addition to, 25% increase in additional revenue stream from the same engagement•Introduced and implemented the use of ‘Draft Deals’ for FO to perform ‘PL Impact Scenarios’ for a position being considered•Co-coordinated and participated in several MUREX Upgrades both within implementation group as well as with Business Users•Provide ‘hands-on’ User Training on various topics about MUREX modules•Tested and implemented numerous legacy ‘corruption’ fixes as well as a suite of data validation checks Show less

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  Luxoft

  Jul 2013 - now

  Director

  - Responsible for Client Delivery Engagements and contribution to Business Development within North Americas’ Vendor Solutions practice- Current Client Delivery Management Portfolio - $2.8MM- Lead and successfully delivered on: (1) Combined $4.43MM multi-phase Murex Integration Project with both on and off-shore teams for the leading Canadian Credit Union; (2) $1.3MM discovery phase for a Murex Implementation project at a tier one global investment bank; (3) Various other smaller Murex engagements tallying to over $1MM- Actively involved in Sales activities including client meetings, pre-sales contribution, proposals, workshops, as well as completing RFP responses- Act as a Career Mentor for North America Delivery Staff Show less