Experience

Citisoft

• United States
• Investment Management
• 1 - 100 Employee

• Principal Consultant

  • Jul 2015 - Present

  • Responsible for delivering key strategic projects in the financial and banking industry • Run advisory engagements to assess organizations' structure and provide target state recommendations covering people, processes and technology aspects • Manage large system implementations for global financial institutions throughout the whole project life cycle • Provide subject matter expertise across a variety of areas covering front, middle and back office • Lead team to achieve successful delivery of technology projects while overseeing all daily operations • Responsible for project and program communication with internal and external stakeholders to drive execution as well as provide progress report to senior leadership to achieve buy in and sustain continued support Show less



Cognizant

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Consultant

  • Jan 2011 - Jun 2015

  • Managed large system implementation test programs • Led the business analysis team responsible for gathering requirements and coordinating with the vendors and IT for proper design and implementation • Worked with Business Functional Groups to establish new business processes, Service Level Agreements and policies applicable for the future state • Developed systems architecture to create a high level and detailed visuals of the data flow across the systems in scope • Coordinated with IT to establish the systems integration challenges between the multiple applications on the platform and provided recommendation for execution • Worked on conversion actitivities and provided industry expertise and best practice for execution • Worked with Data Governance council to define rules and regulations that will guide functional teams’ interactions with data across various applications and clients Show less



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Financial Systems Production Support Lead

  • Mar 2004 - Dec 2010

  • Served as main liaison between the Vanguard Fund Financial Services and the System Integration groups, coordinating projects definition, leading requirements gathering sessions, and advising and leading systems enhancements or implementation • Oversaw the production support team: managing and maintaining all the systems utilized by Fund Financial Services to conduct fund accounting, trading submission, reconciliation, fees calculation as well as quarterly rates resets for stable value funds • Designed and managed test scripts and conditions for the systems • Regularly led gathering of reports requirements from functional groups and created multiple reports that meet specific business needs. Supported business SME for their own reports design • Routinely worked with the Banking and Reconciliation team in researching and resolving discrepancies arise between data incorporated in our accounting system and information housed at the Custodian’s platform • Constantly supported the Investment Management Team in the trades calculation and submission; ensured accurate information is processed and uploaded into accounting system by internal and external brokers • Helped coordinate the pricing activities by properly monitoring different files load, conducting the funds sweep, and alerting the Fund Analysis team of any subsequent actions or potential risks • Took extensive part in on boarding of new funds and termination of existing funds by working with the Conversion team in setting up the funds in the accounting system and other partner systems, and coordinated the communication to all the concerned functional teams • Worked with the developers to review codes protocol and helped with the System Acceptance Testing • Helped coordinate business continuity processes and lead disaster recovery testing to ensure the business preparedness for unforeseen circumstances Show less



Primavera Systems

• Software Development
• 1 - 100 Employee

• Customer Technical Support

  • Aug 2001 - Jun 2002

  • Administered the Customer Relationship Management database by setting up new clients’ profiles, keeping data up to date and creating periodic reports for the Technical Support Management team • Worked extensively with MS Access Database and Excel Spreadsheets to create reports • Modified customers’ registration system User Interface by enhancing and fixing Java Codes to make it more user-friendly, accurate and efficient • Administered the Customer Relationship Management database by setting up new clients’ profiles, keeping data up to date and creating periodic reports for the Technical Support Management team • Worked extensively with MS Access Database and Excel Spreadsheets to create reports • Modified customers’ registration system User Interface by enhancing and fixing Java Codes to make it more user-friendly, accurate and efficient



Susquehanna International Group, LLP (SIG)

• United States
• Financial Services
• 700 & Above Employee

• Financial Associate

  • Sep 2000 - Aug 2001

  • Prepared and reviewed Profit & Loss (P&L) reports firm wide and to the managing directors. Worked with associates from all the trading areas to ensure that accounting reports were accurate • Liaised between Operations and Accounting departments to reconcile daily, monthly and quarterly financial reports. Monitored securities trades, settlements and cash movements firm wide, and interact with clearing firms’ representatives to resolve any trade issues • Researched and prepared supporting evidences for SIG involvement in any class action lawsuits. • Maintained the processing spreadsheets and developed any needed automation Show less