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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ● (xxx-xxx-xxxx ●

Senior IT Management Executive

Program & Project Management ~ Budgeting ~ Planning ~ Estimating ~ Cost Control
Cross-Functional Team Leadership ~ Solution Architecture ~ Client Relations & Management



         Offer substantial project management experience with the ability to identify requirements, allocate and coordinate resources, and facilitate delivery within timeline, scope and budget constraints.

         Excel at interfacing with key stakeholders to propel forward-moving efforts and achieve continuous improvement.

         Extremely well-versed in Agile and Waterfall development methodologies, and possess specialized experience in designing and deploying cutting-edge business intelligence solutions and financial systems.

         Adept at navigating complex projects throughout the entire lifecycle and leading teams in implementing solutions which advance business growth, productivity, and competitive positioning for large corporations.

         Highly effective communicator; able to coordinate, empower, and guide cross-functional teams in accomplishing objectives and meeting critical deadlines in a fast-paced, high-growth, and diverse environment.

         Skilled at risk management, strategic planning, vendor management, delivering executive-level presentations, and leveraging appropriate project and delivery methodologies to optimize outcomes.

         Demonstrated strengths in leading technical teams throughout the complete SDLC for large-scale initiatives.

         Effective at managing and smoothly aligning both onshore and offshore personnel and resources to achieve project objectives; maintain strict control of business expenditures to ensure adherence to budgets.

         Able to build and nurture client relationships that result in significant revenue and profitability growth.


Professional Experience


Bank of America, 2013 to Present

Senior Team Manager Risk Technology

         Direct team in creating solutions to automate controls for GWIM compliance and surveillance, and oversee specifications, model design and development, code review, testing, QA, and release.

o    Supervise and delegate tasks to onshore and offshore team of project leads, analysts, and developers.

o    Strategically perform extensive data modeling and analysis via SQL and present findings to stakeholders prior to development to reduce risk.

o    Closely partner with implementation and support teams to facilitate release and post-production support.

         Govern in-house development of applications which ensure compliance of financial advisors with SEC, FINRA, and other regulatory requirements.

o    Apply dynamic leadership talents toward hiring, mentoring, coordinating, and managing onshore and offshore developers and business analysts.

o    Devise budgets, perform capacity planning, manage vendor and client relationships, and consistently deliver high-quality production and post-implementation support.


Morgan Stanley, 2004 to 2013

Technical Project Manager

         Directed team in developing Single Balance Sheet reporting systems to efficiently collect data from numerous balance data and reference data sources via more than 140 ETL processes.

         Functioned as primary architect and project manager for multiple systems using C#, .Net and Teradata.

         Designed summary adjustments tool to allow real-time posting of adjustments to reporting system.

         Streamlined reporting by engineering batch process to compute weekly, monthly, quarterly and yearly averages.

         Formulated application which required sign-off before reports can be published to Business units.

         Architected entitlement management system where administrators can update and modify associated data.

         Tracked and communicated project status, issues and risks to business and technology executive stakeholders to ensure consistent transparency, and identified solutions for rapid resolution.


Continued ►



Professional Experience continued Yyyyyy x. yyyyyy Page 2 of 2


         Demonstrated proficiency throughout all project phases encompassing resource management, budgeting, risk analysis and mitigation, contingency planning, project schedules, and establishing milestones.


Development Manager

         Championed planning and delivery of reporting environment for Activity-Based Costing allocation system by expertly managing, mentoring, and directing team of five in North America and in India.

o    Demonstrated rigorous attention to cost control in preparing budgets and determining required resources.

o    Precisely documented gaps in process and fostered collaboration and communication across project teams to generate proof-of-concept demos, requirement documents, and current and future state views.

o    Built support model for Cognos/DB2, coordinated UAT, and oversaw all facets of release management.


Development Manager

         Orchestrated SAFIRE (Sub-ledger Application For Invoice & Reporting Expenses) project to enhance tracking of expenses incurred by bankers of Morgan Stanley worldwide and to standardize client billing.

o    Delegated development tasks to geographically distributed team in North America and held accountability for project scope, risk management, resources, budget development, database design, change control, UAT, and release management.

o    Effectively designed practical support and maintenance model for team based outside North America.


JPMorgan Chase, 2001 to 2004

Technical Lead

         Spearheaded FIRM (Financial Information Reference Master) project including FIRMDirect desktop query tool which provides employees worldwide with 24/7 access to corporate reference information.

o    Constantly adjusted to the changing demands of FIRMDirect users and handled complex stored procedures, time-sensitive troubleshooting, and change control management.


Morgan Stanley Dean Witter, 2000 to 2001

Senior Architect / Designer

         Planned, designed and architected client general ledger system (SLUA) to accurately manage firm-wide expenses and enhance client invoicing and billing processes.

o    Strategically optimized front-end and back-end to achieve exceptional performance and reliability.

o    Performed issue tracking, efficiently implemented solutions, authorized global releases, and interfaced extensively with end users worldwide to swiftly resolve design and production issues.


TIAA-CREF, 1999 to 2000

Senior Analyst

         Played an integral role throughout system development lifecycle of Cash Allocation Target System (CATS) for investment accounting group to aid users in allocating subscriptions received daily in different funds depending on age group of beneficiary.

o    Defined systems requirements, designed application interface and database structure, established solution architecture, steered change control, determined project scope and budget, and mitigated risks.


Prior background includes role as Senior Software Developer / Analyst at Prudential Securities, 1997 to 1999,

Lehrer McGovern Bovis, 1997 and HIP, 1996 to 1997.


Education & Credentials


Bachelor of Engineering in Computer Science


PMP in progress; exam scheduled first week of May




C#, .Net, WCF, WPF, ADO.Net, WinForms, XML, XPATH, JavaScript, VSTO, Teradata, DB2, Sybase, SQL Server, Access, Erwin, Cognos 8.4, Cognos 10, Framework Manager, Report Studio, SSAS, SSRS, Crystal Reports, Risk Case Manager, Informatica, Perforce, Visual SourceSafe, TFS, Microsoft Windows, UNIX, Linux, Microsoft Project, Visio, Putty, advanced MS Excel (pivot tables, VLOOKUP etc.), Quality Center, SharePoint, Eclipse, NICE Actimize

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