Management specialist playing key role in leading and assuring change initiatives meet business, schedule and budget objectives.

• Identified approximately $150MM in expense reallocation to enable future business and technology capabilities by creating KPI’s, assessing the organizations support model and collaborating with key business leaders on the long-term strategic plan.
• Reduced risks, errors and rework by 80% to embedded Finance Operations by restructuring team alignment, standardizing process/ procedures, and creating value add MIS reporting.
• Successfully enhanced corporate culture by designing programs and leading the implementation of transformation initiatives within the Supervision Group increasing collaboration, staff empowerment, and maximizing operations.

Manage seven (7) analysts accountable and responsible for financial analysis, forecast and reporting of a Technology Investment portfolio of approx. $800MM in cash expense.Senior Program Lead for all Strategic initiatives and oversee the transformation of Project, Operations and Technologies Finance.Monitor and control all aspects of finance for all Enterprise Programs, including yet not limited to, strategic financial planning and monthly tactical/ operational closing activities.

• Restructured team to increase FP&A influence within Program teams leading to increased engagement, accuracy and transparency in financial plans, forecasts and reports.
• Improved project oversight and accountability of the enterprise project portfolio by adding key performance indicators that included financial resource expenditure controls.
• Created monthly financial results package for Senior Management highlighting major financial risk and opportunities within large-scale programs.
• Developed and introduced a flash model for staff use, via Excel, to accurately project monthly actuals alerting management and program leads of any major variances and/or any financial risks.
• Developed Project Estimation Tool to accurately capture IT staff effort calculating project costs, expected capitalization and potential ROI.
• Cross-functional lead in revamping, integrating and implementing a detailed SOW financial review process by identifying changes needed in rate cards, system controls, document management as well as providing observations/ analysis of over $50-100MM in potential expense reductions for presentation to C-level executives.
• Established a six (6) quarter rolling forecast process and simplified maintenance budget planning by introducing new forecasting tool and streamlining system processes.

Wholesale Product Office, Senior Finance Specialist Feb 2013-Jan 2014

Accountable for cost stability and financial reporting for the Fedwire Funds and Fedwire Securities Services for the Federal Reserve System; comprising of $122MM in combined revenue and $136MM in combined operational expenses.Responsible for product repricing, cost recovery and cost effectiveness of various system projects impacting the priced services.Monitored productivity and cost of the Wholesale Sites within the Federal Reserve System, assuring accurate transactional reporting and serving as the financial communications vehicle to First Vice President and other Senior Product Directors.

• Streamlined monthly reporting package eliminating redundancy and increasing cross-functional financial communications.
• Created and automated expense reporting package to further assist Product Managers in understanding costs drivers and easily identify trends.
• Assisted in the creation of 5 year pricing forecast presentations to the C-level management, U.S. Treasury and the Board of Directors.

Technology Services, IT Finance Manager Feb 2012-Feb 2013

Managed seven (7) analysts, accountable for Financial Control & Reporting of a $70MM Software Development Portfolio, impacting District Two (2) of the Federal Reserve System.Supervised and responsible for Technology Services Group CBA’s, project costing, chargeback rate analysis, residuals, and customer reporting.Custodian of Clarity PPM assuring data integrity, system efficiency and effectiveness.

• Successfully restructured team with a strategic focus on technology investments and customer service; increasing operational efficiency, subject matter expertise in project finance and eliminating single points of failure.
• Introduced standardized monthly reporting package for presentation to Corporate and IT Senior Executives.
• Reduced financial risk to cost recovery by creating IT pricing model.
• Increased value added reporting by developing a full Clarity System Strategy incorporating end-to-end project lifecycle to obtain EVM and added financial metrics.

• Improved operations by partnering with Program/ Portfolio Services to perform continuous risk surveillance over businesses and meeting regularly with business leaders to review and question key performance metrics.

• Reduced the number of capital adjustments impacting the Bank’s financial statements by increasing transparency thru added proactive reporting.

Technology Services, IT Finance Controller Mar 2011-Feb 2012

Managed two (2) analysts, accountable for the analysis of Technology Service application development portfolio; with a keen focus on standardization of project pricing.Developed policies and procedures to increase operational efficiency within Clarity PPM; leading to new generation of reporting for the Technology Services organization.

• Developed and implemented standard work breakdown structure (WBS) for the use of Development, Project Managers, and testing teams improving capture of capital investment costs.
• Enabled the bank to improve their capital budgeting process and more efficiently manage their capital investments by conducting cost/benefit and risk analysis and making recommending project management strategies.
• Effectively transitioned the Technology Services organization in adopting Clarity PPM for chargeback and project management.Instituted and revamped chargecode process as well as standardized project estimation process.
• Designed and implemented project reporting to assist the Wholesales Product Office in understanding investment spend.
• Acted as the IT Financial lead for all system enhancement efforts both internally and at the enterprise level.

Technology Services, IT Finance Senior Associate Oct 2009-Mar 2011

Acted as the liaison for all organizational financial matters involving the Program/ Project Management Office; business planning, budgeting, and forecast, headcount and variance reporting.Provided financial support to various project managers on major software development efforts; capitalization, CBA’s, PCAMs, and redistribution expenses.

• Implemented Time Tracking policy and procedures as well as all associated compliance reporting.
• Created a project estimation tool for the use of all IT professionals to standardize and implement accurate project costs impacting corporate expense base.
• Instituted various financial controls in chargeback application to assist in accurate capture of capital value for asset build, residual, and improved rate analysis.
• Served as lead financial specialist to address all Sev- 1 audit findings by implementing cost/ reporting controls, streamlining cross-functional processes and enhancing systems with checks/ balances automation features.