Experience

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  Morgan Stanley

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President, Operational Risk Department

    • Jan 2022 - Present

    • Serve as Product Owner for Operational Risk technology products• Assist with the development and maintenance of the strategic program roadmap, project plans, and milestones• Gather business requirements, functional specifications, create test plans, and coordinate testing and signoffs• Perform user acceptance testing for the delivered solutions• Ensure key risks and issues are identified, documented, mitigated, and communicated in a timely manner• Execute on project management processes including risk and issue management, status reporting, and change control• Provide pre and post implementation support, including creation of training materials and user education• Provide business administration and support, including management and investigation of user issues, troubleshooting of user/business requests, and maintenance of reference data

  • Associate, Operational Risk Department

    • Feb 2019 - Jan 2022

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  KPMG

  • IT Advisory Senior Associate

    • Oct 2017 - Jan 2019

    Financial Statement Audit/SOX Testing:• Test and document controls across general IT control domains and business processes. Familiar with control best practices and scalability of IT controls for different sized IT departments.• Identify and document deficiencies and assess the potential risk posed to the reliability of the financial statements. Lead deficiency evaluation discussions with client contacts and Audit team partners.• Serve as the key point of contact for client interactions, including developing agendas and leading client reporting meetings.• Scope and develop test approach for newly on-boarded systems.• Perform and document analysis of SOC 1 reports for clients using hosted applications to provide user organizations with assurance of vendor controls.• Track and report budget to actuals. Update staffing plan and testing strategy based on results.Access Governance Consulting:• Facilitate client’s quarterly user access review process for approximately 250 reviews covering the application, database, and operating system levels.• Gather metrics for reporting to client’s upper management.• Manage both onshore and offshore resources.Internal Audit Services:• Conducted risk assessment of client’s IT environment and provided recommendations to client based on analysis.• Performed remediation testing across client’s infrastructure in order to ensure audit findings were rectified. Designed and implemented monitoring processes to prevent future audit findings.

  • IT Advisory Associate

    • Jul 2015 - Sep 2017

    • Provided IT assurance and advisory services to clients in various industries from mid-size to fortune 500 clients.• Conducted walkthrough interviews to gain an understanding of the IT control environment at various clients.• Executed and documented detailed testing for logical access, segregation of duties, backup and recovery, and change management controls.

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  Bridgeforce

  • Chadds Ford, PA

  • Operations Intern

    • Jan 2015 - May 2015
    • Chadds Ford, PA

    • Completed various internal projects for a rapidly expanding consulting firm serving top financial institutions.• Performed financial cost analysis of various corporate credit card programs in order to select the most beneficial program.• Reviewed and approved employee expense reports as well as...

• 

  KPMG

  • Baltimore, Maryland Area

  • IT Advisory Intern

    • Jun 2014 - Aug 2014
    • Baltimore, Maryland Area

    • Performed testing of general IT controls in the areas of access management, change management, and computer operations.• Assisted various clients in mitigating risk in order to help their business thrive.

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  The University of Maryland Medical System

  • Baltimore, Maryland

  • IT Support Staff

    • Dec 2011 - May 2012
    • Baltimore, Maryland

    • Assisted with testing of Epic electronic medical record (EMR) system implementation.• Prepared implementation support materials in preparation of go-live.• Trained nurses and physicians on how to customize the Epic EMR tool in order to gain efficiencies.• Provided support post go-live for the i...