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Click here or scroll down to respond to this candidate|Candidate's Name |PHONE NUMBER AVAILABLE || |Cell: PHONE NUMBER AVAILABLE || |EMAIL AVAILABLE || |https://LINKEDIN LINK AVAILABLE | Executive Operations ManagementAccomplished Project Manager and Business Analyst with domestic andinternational operations experience inclusive of systems implementationsfor both start-up and enhancement opportunities. Known for delivering valuein organizational effectiveness and productivity, increasing clientsatisfaction and system efficiency, driving productivity and reducingcosts. Customer Complaints CORE COMPETENCIES|Organizational Restructuring |Global and Domestic Operations ||Process Analysis & Improvement |Management || |System Implementation & Upgrade ||Quality Management |Strategic Planning ||Customer & Quality Focus |Change Management ||Training and Development |Business Resiliency |Experience|JP MORGAN CHASE, Brooklyn, NY, New York, NY|September 2008 to November 2015 |Vice President PEP / Negative Media Triage Analyst August2015 - November 2015 Responsible to analyze current status and monitor changes of triage process for Pep and Negative News Media . Analyze 35K data records and identified inconsistencies within the processes. . Review the current process flows to identify a more robust and efficient process for greater success. . Presented the identified improved procedures to reduce manual efforts to current objectives to senior management.Vice President Know Your Customer (KYC) March 2014 -August 2015 Accountable for the KYC and Anti-Money Laundering (AML) related Policy Procedure Program for the WCOB and client-facing staff in the Corporate and Investment Bank. . Manage team responsible for the documenting, development and implementation of KYC due diligence requirements, supporting all regulatory changes in global standards to meet industry trends. . Research and translated policy requirements into executable desk procedures at the operational level. . Collaborated with senior and line managers and other stakeholders, ensuring successful project delivery. . Partnered with Compliance, Quality Assurance, and the KYC business analysts to produce timely, complete, and compliant procedures. . Created documentation standards and a governance process, resulting in standard templates and a record of stakeholder feedback and disposition, ensuring an audit trail of the rationale for procedure updates. . Coordinated with KYC System & Project Management Office (PMO) team members, delivering procedures in parallel with technology implementation date commitments. . Data Analytics - Analyze current processes to identify areas for improved efficiency for both operations and technical needs.Vice President Business Analyst Lead January 2011- March 2014 Analyzed, developed and released systemic customized reports to meet the specific requirements of clients . Created BRD's and FRD's based upon client specific requests. . Created new systemic reporting based upon the criteria requested from client base through BRD requirements and the use of pseudo code, resulting in increased compatibility with client systems. . Completed system release testing and user testing for sign-off of new items. . Supplied production support for client specific issues inclusive of analysis of root cause, report updates, testing, and user sign-off.Vice President Custody Client Service ManagerSeptember 2008 - December 2010 Managed staff of client service professionals, acting as escalation points for key client issues and initiatives from both a bank and a client perspective. . Managed Tier 1 client service team, achieving client expectations, improvements and satisfaction. . Worked with client base and internal partners to successfully identify and develop opportunities to improve client experience. . Created cross-functional training that enhanced staff abilities and ensured that client requirements were met. . Participated in the outsourcing of daily client service responsibilities to Mumbai, resulting in 24 hour client support.Candidate's Name
Page Two|MERRILL LYNCH, Hopewell, NJ |September 2007 - May 2008 |Vice President Institutional Trust & Custody Responsible for analysis and preparation of service and fee proposals related to retirement plans for new and existing clients. . Audited current operations procedures and identified inconsistencies that could result in exposure to the company. . Led the Operations area in the creation and training initiative associated with new product offerings, resulting in increased ability to work with the client base. . Analyzed potential income for additional business. . Created client proposals for obtaining new business.|CITIGROUP, New York, NY, Tampa, FL, Warren,|January 1992 - September 2007 ||NJ | |Assistant Vice President IT Senior Business Analyst, Warren, NJJuly 2005 - September 2007 Prepared business requirements, process plans, dataflow diagrams, conversion plans, and operating enhancements for improved cost and operating efficiency. . Responsible for operations, application, and system support for the Master Trust, NAV, and Pension Reporting using SunGard's Invest One, OLE, Xamin, and Apollo applications as well as internal banking products.Assistant Vice President - Operations Senior Business Analyst, Tampa, FLJanuary 2000 - July 2005 Prepared business requirements, process plans, dataflow diagrams, conversion plans, and operating enhancements for improved cost and operating efficiency . Managed client conversions, both in and out of the bank, ensuring timely, accurate, and smooth transitions. . Created and managed user testing efforts related to test plans and scripts for needed to ensure successful system upgrades. . Part of a team which brought the SME's together to duplicate our expertise across peers within the organization.Manager Global/Domestic Fund Master Trust, NAV, and Pension Reporting,Tampa, FL June 1996 - January 2000 Managed team responsible for the accurate and timely reporting of global and domestic client activity. . Part of the management team in the counseling and relocation of Trust Operations from New York to Florida. . Identified and created five-week training program for newly hired staff in Tampa. . Designed and created ongoing training for all staff that both ensured success in their current roles and prepared them for development opportunities. . Managed and evaluated two direct reports, 12 accountants and rendered over 500 monthly financial portfolios. . Managed analysis of corporate actions, trades, and cash activities, including allocations, reconciliation, and application of results to client accounts. . Increased reporting accuracy from 80% to 95% by identifying process improvements which resulted in enhanced client satisfaction. . Reduced overtime hours by 85% over a seven-month period with an estimated savings of $290,000 per year by developing multiple new procedures to complete the reporting process. . Designed, created, and implemented multiple automated functions among various mainframe applications, resulting in ongoing savings to the company. . Converted and implemented an in-house reporting system and pension payment system to an external vendor. . Managed Business Continuity, including offsite locations, technology access, communication, and user testing, related to Reporting and Pension benefits for 75 staff members.Education . MBA Leadership - Argosy University . BS - University of Phoenix -Computer Information Systems . JP Morgan Chase Technology University Business Analyst Lead Curriculum . Lean Six Sigma White Belt CertifiedComputer Experience . Microsoft Office Products, (Excel, Word, Access, PowerPoint), SharePoint, PLSQL (Beginner Level) . Various internal banking systems |
