Allen Berkowitz

Managing Director - Technology at BTIG
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Experience

    • United States
    • Financial Services
    • 500 - 600 Employee
    • Managing Director - Technology
      • Dec 2022 - Present

      New York, New York, United States • Lead a team of Senior Project Managers on the delivery of Strategic Firmwide Initiatives. • Provide various aspects of product/project management including development, architecture design, delivery, and operating models for new technology implementations. • Provide cohesiveness, transparency, organization, and accountability to various projects by implementing Project Management agile tools (JIRA), as well as agile methodologies (Scrum/Kanban), which significantly improve team… Show more • Lead a team of Senior Project Managers on the delivery of Strategic Firmwide Initiatives. • Provide various aspects of product/project management including development, architecture design, delivery, and operating models for new technology implementations. • Provide cohesiveness, transparency, organization, and accountability to various projects by implementing Project Management agile tools (JIRA), as well as agile methodologies (Scrum/Kanban), which significantly improve team velocity.

    • Director - Technology
      • Jul 2020 - Dec 2022

      New York, New York, United States

    • United States
    • Insurance
    • 700 & Above Employee
    • Sr. Project Manager - Investments & Corporate IT
      • Jan 2017 - Jun 2020

      Wilton, CT • Led project management lifecycles (including budgets, forecasts, risk management, reporting, execution), orchestrating cross-functional/global teams of 30+ to outperform expectations; delivered $3M+ of large-scale strategic projects leveraging Cloud platform (AWS), Infrastructure/Sofware as a Service (Iaas/SaaS), SAP, and Data Warehouses. • Delivered strategic AWS cloud-based microservice-oriented architecture projects to eliminate redundancies, update technology platforms, and enable… Show more • Led project management lifecycles (including budgets, forecasts, risk management, reporting, execution), orchestrating cross-functional/global teams of 30+ to outperform expectations; delivered $3M+ of large-scale strategic projects leveraging Cloud platform (AWS), Infrastructure/Sofware as a Service (Iaas/SaaS), SAP, and Data Warehouses. • Delivered strategic AWS cloud-based microservice-oriented architecture projects to eliminate redundancies, update technology platforms, and enable business strategies leading to $2M annual savings. • Improved team velocity over 20% by bringing cohesiveness, transparency, organization, and accountability through implementing Agile tools (Jira) and methodologies (Scrum/Kanban). • Analyzed business requirements, aligned technology solutions, and led change management; delivered multiple simultaneous projects/products through design, build, test, and launch phases using Waterfall/Agile methodologies. • Managed project to improve governance of Cloud and SaaS workflow requests, ensuring authorization and controls across enterprise-wide functions (e.g., Legal, Procurement, Architecture, Finance). • Ran program management for IBNR automation, leveraging AWS to eliminate manual processes, quickly produce P&L data, and deliver consistent calculations globally. • Led Billing/Collections platform development on SAP and AWS, which enabled Fortitude Re divestiture; led Accounting Hub development combining infrastructure as a service (IaaS) and SAP S/4 HANA.

    • IT Delivery Lead
      • May 2015 - Jan 2017

      Wilton, CT • Implemented SAP Master Data Governance tool, vital to Chart of Accounts consolidation; oversaw project management for FP&A-related SAP BPC implementations. • Analyzed and resolved technical issues in DEV, QA, and Production; mitigated risks and drove continuous improvement across system landscapes.

    • AVP of Accounting & Special Projects (AIG Financial Products Corp.)
      • Sep 2007 - May 2015

      Wilton, Connecticut, United States • Spearheaded worldwide implementation of SAP ERP and partnered cross-functionally on system optimization; served as Financial Accounting (FI) SME to create custom financial statements and reports. • Improved processes and reporting to quicken quarterly close from 15 days to 7 days; ensured timely and accurate accounting close (month-end/quarterly) in accordance with GAAP. • Built, managed, and enhanced an Asset Valuations System (UX/UI), allowing users to quickly analyze pricing data and… Show more • Spearheaded worldwide implementation of SAP ERP and partnered cross-functionally on system optimization; served as Financial Accounting (FI) SME to create custom financial statements and reports. • Improved processes and reporting to quicken quarterly close from 15 days to 7 days; ensured timely and accurate accounting close (month-end/quarterly) in accordance with GAAP. • Built, managed, and enhanced an Asset Valuations System (UX/UI), allowing users to quickly analyze pricing data and mark-to-market calculations via a rule-based hierarchy. • Bolstered internal controls for Investment Securities portfolio, ensuring FASB compliance; drove risk management by coordinating with Traders to substantiate significant movements. • Collaborated with Audit, Legal, and Tax on execution of capitalization, liquidation, and mergers. • Ensured data quality throughout pipeline from Trading/Treasury systems (Oracle, javah) to SAP G/L.

    • United States
    • Medical Equipment Manufacturing
    • 700 & Above Employee
    • Financial Analyst
      • 2005 - 2006

      Mahwah, New Jersey, United States • Successfully implemented a worldwide Oracle ERP, Hyperion, and Cognos system. • Led projects for budgeting, analytics, and strategic planning covering 46 departments ($100M+)

Education

  • Pace University
    Bachelor of Business Administration (B.B.A.), Accounting and Finance

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