Experience

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  Merrill lynch

  Oct 1999 - Aug 2004

  ·Analyzed prior and current year expenses, unit cost trends, and financial impact of planned initiatives to create and present annual expense budget of $100 million to CFO and President.·Prepared expense re-forecasts to reflect current year expenses, operations, and unit cost trends.·Delivered monthly headcount reporting and analysis to department managers responsible for more than 200 FTEs.·Participated in monthly department level meetings with managers to communicate and explain financial results, discuss business performance, and make recommendations regarding the financial viability of proposed projects.·Collaborated with business managers and process owners to develop metrics to manage their operating and headcount expenses.·Delivered monthly financial analysis deck to senior management that detailed and explained variances to budget and forecast. ·Delivered monthly product profitability reporting and analysis on 40 mutual fund products, representing $300 million in revenues and a mutual fund client position base of 25 million.·Created and updated expense, revenue, and headcount forecast models. Show less ·Responsible for the billing and collection of $300 million in annual revenue for transfer agent and subaccounting services provided to proprietary and non-proprietary mutual funds sold by Merrill Lynch.·Gathered monthly business and financial statistics from various stakeholders in order to create monthly operating results data package.·Prepared monthly revenue reports on 12 invoice types that accounted for $25 million in monthly revenues.·Analyzed current and prior month mutual fund trading volume trends and unit costs to create monthly NSCC clearinghouse expense forecast of $200,000.·Authored business requirements for and tested new billing system initiatives and enhancements.·Automated majority of FDS Billing Team’s reporting functions using Visual Basic macros and other Excel tools, which decreased report-processing times by 70%. Show less

  • Department Controller

    Mar 2002 - Aug 2004

  • Mutual Fund Billing Specialist

    Oct 1999 - Mar 2002
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  Merrill lynch

  Jul 2006 - Sept 2009

  Accounting manager

  Accountable for the accuracy of a $500 million P&L, leading 3 direct reports, overseeing the monthly financial close, and the creation of audited financial statements for a U.S. Legal Entity and an Irish subsidiary. Responsible for partnering with auditors from Deloitte & Touché, the FDIC, and SEC and internal finance and operations management to facilitate quarterly and annual audits of financial and operational processes.• Took job after incumbent manager and senior accountant left the company in the middle of a large internal bank reorganization involving our legal entity, parent bank, and subsidiary. Partnered with CFO, senior finance management and other stakeholders to get up to speed and successfully managed and executed our portion of the reorg. • Authored process and procedure documentation for all accounting functions.• Hired, trained, and coached 3 direct reports.• Performed SOX testing of operational processes and reviewed internal control documentation. Show less

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  Merrill lynch

  May 2011 - May 2012

  Avp managed accounts processing and services

  Led 6 direct reports and overall team of 50 employees and was accountable for their adherence to aggressive service standards. Responsible for improving team performance by raising education and experience qualifications for new hires, improving the quality and effectiveness of new hire training, and reducing call volumes.• Partnered with training coordinator and supervisors to document and implement updates to improve training curriculum.

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  Beeline

  May 2012 - Feb 2017

  Led team of 10 project managers and was accountable for the successful execution of 30 projects in the Americas region portfolio, serving as project sponsor and ensuring that clients remained referenceable during and after implementation. • Guided and empowered team members to create, improve, and standardize processes and project management templates (communication plan, change control process, project plan, stakeholder register, status report, scope, etc.) to facilitate efficient and repeatable project execution consistent with industry best practice.• Authored project manager scorecard and KPIs to create transparent and objective measures of project management performance and drive compliance with methodology and process.• Partnered with Product Owners to prioritize product backlog for items impacting client projects.• Worked with managers and team members to identify and eliminate implementation process inefficiencies using root cause analysis.• Scheduled routine project governance meetings with client project sponsors and stakeholders to build relationships, address key project risks, resolve issues, and keep projects on track. Show less Responsible for standardizing processes and leveraging best practices across the two technical teams within the Professional Services Organization and accountable for the successful execution of finance and integration work streams on client facing projects in the global portfolio. Led overall team of 6 technical project managers and 12 technical project analysts, with the Manager of Integrations Solutions and 2 Finance Integrations Team Leads as direct reports. • Handled client escalations related to Finance and Integration project issues.• Participated in Sales presentations and assisted with RFP responses. Show less Responsible for motivating and growing an understaffed and demoralized team of 4 technical project analysts and creating project management methodology, processes, and tools. Recruited, coached, and developed team of 12 technical project analysts in North America and EMEA and 2 team leads, who were direct reports. Accountable for successful delivery of finance integration solutions for client implementations and expansions globally.• Developed, documented, and trained team members on finance integration project implementation methodology, including scope definition, project schedule creation, requirements gathering, testing, and deployment. • Managed strategic and complex client facing projects from initiation to close.• Managed an internal project to identify and document all team processes and procedures on internal team website.• Led interdepartmental project to create end to end business flows and process documentation for routing and resolution of defects and service requests.• Worked closely with Scrum Master and Dev Team to review and clarify requirements and facilitate timely delivery of financial integrations for client projects. Show less

  • Manager of Implementation Project Managers, Professional Services Organization

    Dec 2015 - Feb 2017

  • Manager of Finance Integrations and Integration Solutions

    Jan 2015 - Dec 2015

  • Manager of Finance Integrations Delivery

    May 2012 - Jan 2015
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  Acosta sales & marketing foodservice

  Jun 2017 - Jan 2018

  It project manager (consultant)

  Analytics Next Generation Program -- Manage two projects to develop and deliver visualizations of business intelligence performance indicators on a web-based user interface (MicroStrategy) with an Azure Data Lake back-end. Combined budget of $2.1 million.• Managed agile projects that included project team members from Acosta and two offshore vendors. • Worked to overcome project delays and maintain original launch date by crashing project schedule and prioritizing critical path tasks.• Developed project artifacts: stakeholder register, communication plan, charter, scope, project plan, test plan, etc.• Led weekly project meetings and reported project updates to program managers, delivery leads, and project sponsors.• Led sprint planning meetings with Dev and QA Teams.• Led daily standups to monitor progress and clear obstacles for team.• Managed relationships with two offshore vendors and the work of their teams. Show less

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  Application consulting training solutions, inc.

  Jan 2018 - Apr 2022

  Senior project manager

  As a Senior Project Manager at ACTS, a leading Microsoft Cloud Solutions provider and Microsoft Gold partner, I lead projects for clients who are interested in learning more about and/or migrating to the Azure Cloud and its adjacent capabilities such as Machine Learning, AI, and Data Analytics. •Manage various consulting engagements with clients that include Data Analytics and Machine Learning POCs, Azure Cloud Foundation, and migrations of client applications and business systems from On Premise Data Centers to Azure.•Responsible for managing schedule, scope, and budget and using change control as required. Show less