Business Technology Consulting
Acted as liaison between business & technology senior management groups to consult on technology and business process related requests for corporate consolidation. Advised on projects for Microsoft Dynamics CRM implementation, Outlook Exchange email migration, and systems development to support pre-print advertising program. Assisted with SOW and contracts development.
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Project Management
Managed a portion of the implementation of the Customer Account Servicing System to support accounting and finance for over 3.5 million customers. Managed project activities and communications with client and multiple contractors for analyzing, prioritizing, and resolving issues within a critical timeline.
Business Analysis
Reconciled rules coded in the Charles River Development (CRD) compliance system against client contract guidelines for fixed income institutional accounts. Tracked discrepancies and recommended action steps to client.
SOX Testing - Policies Development - Process Improvement
Provided project planning, scoping, documentation, testing and remediation for global entities for Sarbanes-Oxley (SOX) Section 404. Created process narratives, control matrices, and test plans, and conducted testing and documentation, issues tracking and action plans for IT controls. Developed required policies and improved process flows to achieve compliance.