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Work Background
Bank of America Merrill LynchProduct Manager, Program Manager/Business Analyst
May. 2017As part of Feature Management group for Equity Services technology group that provides Internal and Client facing applications for multiple global business lines, primarily Prime Brokerage, across multiple asset classes primarily Equities, Listed Options provided business analysis and project management for multiple development teams.
- Program Manager, Business analyst on a multi-year program to migrate legacy Client Reporting to a strategic platform.
- Product Manager and lead analyst for Client Profiling work stream for a global multi-year Legal Entity decommission initiative. Documented all legacy client profile data, inputs, outputs, logic and flows; built product backlogs, developed and prioritized epics, features and stories; and worked with tech team to define the implementation plan.
- Developed SME status within the respective area including deep knowledge on relevant application’s functionality, data flows, release management, development queue, and stakeholder base.
- Business Analysis responsibilities required development of strong relationships with the core stakeholders including product management, operations and numerous technology teams, as well as documentation of functional requirements and translation to technical design and impact specifications.
- Oracle Exadata Migration – established communication and migration plan and coordinated successful migration
- Coordination of large cross functional deliveries, management of an ongoing application backlog, SDLC process and initiative and project governance reporting, build roadmaps, create decks and chair steering committee meetings.
CitiProgram Manager
Jan. 2014 - Apr. 2017Greater New York City AreaResponsible for end-to-end solutions delivery working with technology teams on a high visibility Mainframe Migration projects for Broker-Dealers Registration Systems with FINRA. Managed BAU tasks for a portfolio of mainframe-based Compliance systems for Blue Sheets and LOPR. Performed cost-benefit analysis for migrating blue sheets data warehouse to Big Data platform. Manage project budget and resource plans. Responsible for managing the end to end projects execution and delivery.
Express ScriptsProgram Delivery Manager
Apr. 2013 - Dec. 2013Greater New York City AreaIntegration Projects for Wellpoint Client:
Program Delivery Manager as part of Big-Three coordinated with PMO and BSA for a huge multi-year Integration program to integrate west and east systems for Express Scripts. Managed cross-functional technology teams to manage the overall execution and deployment of a portfolio of eligibility and pharmacy interfacing application projects for Wellpoint Client. Provide leadership and direction to the development team throughout project delivery. Directed and managed the delivery of the projects schedule, costs and scope. Managed escalations to C-levels.
Bank of AmericaDelivery Manager
Sep. 2011 - Mar. 2013Greater New York City AreaCreated and improved project processes and quality standards for Bank Information System projects. Produced project documentations, specifications and presentations. Worked with technology teams on BOW items delivery, and quality reviews. Worked with vendors on software and hardware purchases. Responsible for Reference data integrity, quality control checks, and processes
Credit SuisseTechnical Project Manager/Business Analyst
Jul. 2002 - Jan. 2011Greater New York City AreaAs part of Post-Trade technology team in its Investment Banking business, worked on multiple strategic projects on multiple capacities. Solutions Architect with ability to think strategically and tactically utilizing hands-on experience to build solutions.
SME for Middle and Back-office transaction capturing, settlement systems with domain expertise in Equities, LDO, Listed Equities Option, FX, Bloomberg and Prime Services. Lead many projects from initiation through final implementation on many cross-platform applications in Mainframe, JAVA and Web technologies. Managed onsite and offshore teams based in Singapore and India and worked with cross-functional teams. Key person in establishing Sarbanes-Oxley (SOX) standards for a suite of applications.
- As a Technical PM/BA, designed and developed a web-based Exception Management System developed for exposing middle/back-office trade booking exceptions for Prime Services trades.
- As a PMO/ Testing and Environment Manager for Cash and Securities Aggregation system - a large-scale project that provides position and balances to support Equity Reporting for Prime Services.
- As App Dev Manager designed and developed a system for International Bank Charges (FX) to show all the transactions and fees related to Swift FX transactions between CS and the Agent Banks saving millions of dollars in fee and invoice reconciliations.
- As a Business Analyst for Expense Management System – to deliver an integrated firm-wide system to address Brokerage, Clearance and Exchange fees on transactions in FX, LDO, Listed Equities and other Equities products.
- Worked on many other Web-based Portal projects
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