Experience

Global Portfolio Management Systems, LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Sr. Implementation Manager - Infrastructure and Release

  • Jan 2017 - Present

  Senior Manager responsible for developing and deploying technology strategies and solutions providing integration and automation for our global clients. My core focus is to provide efficiency and visibility within global infrastructures resulting in a greater ROI for our clients and their IT Investments by leveraging Agile Methodologies and Best Practices. Senior Manager responsible for developing and deploying technology strategies and solutions providing integration and automation for our global clients. My core focus is to provide efficiency and visibility within global infrastructures resulting in a greater ROI for our clients and their IT Investments by leveraging Agile Methodologies and Best Practices.



i-Guardian.org

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Principal - Executive Financial Officer

  • Oct 2020 - Present

  i-Guardian is a Non Profit Organization consisting of medical and technology professionals focused on providing solutions to improve child safety and care. My role is to provide organizational strategy and Financial Management by leveraging technical innovation and Best Practices to advance healthcare and advocacy groups dedicated to child safety and prevention. i-Guardian is a Non Profit Organization consisting of medical and technology professionals focused on providing solutions to improve child safety and care. My role is to provide organizational strategy and Financial Management by leveraging technical innovation and Best Practices to advance healthcare and advocacy groups dedicated to child safety and prevention.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Vice President – Corporate Finance Program Management

  • Dec 2003 - Jan 2017

  • Manage a team of professionals located in domestic and overseas locations; interactive and engaging manager, capable of motivating staff throughout all deliverables within the end-to-end project lifecycle:• Collaborative Lead for all phases of a 10-year program to migrate over 400 LEs across 50 countries from Overseas Local Ledgers to our Domestic Strategic General Ledger (SAP GL). • Steer weekly Project Working Group session, including over 200 stakeholders spanning all levels of management representing business and technical leads for critical systems. • Publish all Program Communications, develop key milestones and timelines, canvas stakeholders to consolidate requirements, create project plans, track testing progress, manage raised Issues/Risks/Watch Items, devise and drive solutions, and all other tasks leading to successful implementation. • Command Center Lead in partnership with our Technology Program Manager through implementation and post-implementation, including communication of status to Senior Management, Issue Tracking/Resolution and key Lessons Learned.• Identify Instances of Change, safeguarding existing controls and recommending improvements within the new Operating Model; communicate impacts to Lines of Business• Business Requirements documentation • Coordinate testing execution with Finance Users• Summarize testing results; liaise with Technology partners to develop break-fix solutions• Create Executive Summary Tollgate presentation documenting overall Program objectives, required changes to SAP General Ledger to achieve requirements, testing results reported by Lines of Business, and critical signoffs received so that required code could be implemented. • JPMC/Bank One Merger General Ledger Consolidation• Implementation of SAP Corporate General Ledger (CGL) to consolidate reference data elements from both heritage organizations to the newly formed SAP/GLAS codeblock Show less

• Vice President - Reconcilement Business Services

  • Feb 1994 - Dec 2003

  • Manage a group of twelve professional staff responsible for reconciling the Corporation's General Ledger to our account with the Federal Reserve Bank, including the daily monitoring of over $3 trillion of activity; providing business support for General Ledger reporting tools, and providing business support for a suite of systems that provide reconciliation tools across varying lines of business through the Corporation• Responsible for the consolidation of the JPMC Federal Reserve Account through several mergers• Responsible for methodology and tracking of key performance indicators which monitor success of functional controls and procedures• Established relationship with Audit Partners relative to performance of spot audits, control self- assessments, and monitoring key risk indicators• Coordinate and monitor all Business Recovery activities for critical functionality• Information Owner for Reconciliation Tool (FISERV Frontier):• Support Business Units in new implementations as well as support existing customers• Performing workflow analyses, recommending best practice for establishing the Company/Account structure within Frontier, • Providing recommendations for standard Frontier reports to aid in the unit’s daily reconciliation processes, facilitating requests for customized Frontier reports, documenting customer enhancement requests• Manage on-site and off-site support to LOBs during all phases of testing, navigating through the Frontier system as well as analysis of test results• Led internal corporate user training sessions for Frontier Reconciliation system• Perform quality assurance testing of new releases and/or enhancements of Frontier Reconciliation tool• Instrumental in creating the Frontier User Committee as well as the Customer Advisory Council which acts in partnership with the vendor and other financial, commercial and not-for-profit institutions to determine the future direction of the product. Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Supervising Senior Accountant

  • Aug 1989 - Feb 1994

  • Organization, planning, and supervision of financial, commercial, and educational institution audits • Interface with appropriate related parties i.e., attorneys, financial institutions, and other domestic and overseas KPMG offices to assess and collaborate audit procedures to be performed • For financial service audits, performance of the following at year-end: review open trades via confirmation with brokers, communicate with custodian in order to review portfolio holdings, performance of pricing tests to determine market value of portfolios, confirm with transfer agent year-to-date activity regarding subscriptions and redemptions of capital stock. Analytical review of financial information in order to evaluate significant fluctuations. Preparation of financial statements and annual reports • Observation and evaluation of internal control environments • Major clients served: Lexington Funds, Smith Barney Funds, Pfizer Inc., Pfizer International, American Red Cross in Greater New York, United Jewish Appeal - Federation, Wagner College Show less