Experience

• AmeriGas

  Consulting as a Financial Analyst via PPT/Liberty Personnel Services, Inc.

  Short-term contract
  • Project encompassed two phases - Phase I - (The Test Pilot) researched 625 randomly selected out of 5,555 accounts - (already pre-determined using certain/special criteria-SAP data download) researched/analyzed/updated the EXCEL spreadsheets to provide guidance as to cause/effect and provided initial and final resolution(s)
  • Lead/moderator at weekly meeting of senior AmeriGas officers - provided full transparent disclosure of all details: metrics/stats; progress report; reduction in credit balance + value added via savings; etc....Organized the agenda; PPT slides; WORD docs; pivot tables; charts and graphs to assist in the insight and analysis of recommendations
  
  

• Wilmington University

  Adjunct Professor both Undergraduate and Graduate Division

  Undergraduate - BBM412 Project Management - all teaching facets regarding PM (including: communication; stakeholders; cost vs time; life cycles; etc..)
  
  Graduate - MBA7294 Advanced Financial Analysis - case studies in finance (including: debt mgmt.; liquidity mgmt.; International Finance; Pro Forma Statements; Bal Sht; Inc Stmnt; Cash Flows; etc...)

• Citi

  Specialist,CITI Markets & Banking/GTS Global Cash Ops

  • Project Manager/Coordinator for National Vault-Ad hoc projects-such as client onboarding/project management team member for major client - Fresh & Easy - client interface; migration and weekly update/reports
  • Cash Operations Senior Processor/Interim Manager – daily volume of 1 – 13MM of daily cash receipts Garda/Brinks –also-processed reports regarding SQL/MIS/metrics/cash flow reporting & account reconciliation
  • Special ops Vendor Management collaborator–BSA/AML/KYC Compliance (from lead investigator to Manager - SARS)
  • Senior internal OFAC/OCC investigator - monitored high volume and high dollar checks (reviewing alerts)
  • Assisted Audit with annual review of department / Ad Hoc and special assignments-risk management
  • Researched and resolved client inquiries regarding various M T transactions – US/Canada
  

• Wilmington Trust Company (now) M & T Bank

  Advent Manager Securities Admin Ops Manager

  • Back office securities manager for the ADVENT Custodial Data Network – main contact
  • Managed client data reporting; responsible for the accuracy of the twice daily reports generated by the ADVENT account administrators into the WTC accounting system (Global Plus)
  • Initialized new account set ups on AXYS/Moxy(AML.KYC) and coordinated various testing of new account matrixes with IT input/support
  • Increased production and settlement volume of client reporting by 75%
  • Trained and managed a total staff of 8; provided staff with annual performance reviews/monitored and developed performance
  

• Chase (via Adecco)

  Project Manager

  Contractor/Consultant
  •Via Adecco within CMS division – liaison with other Agile P M’s; PM’s; BL’s RA’s UX’s to ensure projects remain on schedule for Chase’s tri yearly releases (March/July/November)-credit card enhancements-risk management
  • Daily updates to the slotted project spreadsheets - identified project risks (gaps) - recommended enhancements and preformed data analysis/update process flows-mapping
  • Update applications in Petra/SharePoint –lessons learned spreadsheets – sharing of info - lead meetings/phone conferences which include associates to Department Manager; created PP presentations used in weekly recaps