FINANCIAL SERVICES AND TECHNOLOGY MANAGER
Financial services and technology professional with unique combination of experience in Banking, Finance, and Payments. Skilled at all facets of product development life-cycle, including pre- / conversion / post-support and managing client relationships.
Expertise Includes:
Banking | ERP/FP&A | Payments | Business & Technology Strategy
Financial Cost Control | Application Software Development | Data Migration & Conversion | Product Management | Project Management | Technology Infrastructure
Data Governance | IT Governance | Vendor Management
PROFESSIONAL EXPERIENCE
IBM CONSULTING, Columbus, GA 2013 – Present
Business Transformation Consultant, Financial Services
Partner with client teams, IT and business unit leaders to develop and manage application system and data migrations, testing and conversions for global clients in Banking, Payments, and Finance. Recent client engagements include:
• Hertz Car Rental - Extensive work on transformation projects involving ACI Retail Commerce Server, EMVCo Contact and Contactless, CyberSource 3D-Secure for credit card and digital payments. Includes card processor authentication, authorization and settlement. Conducted UL / Collis testing and certifications with Fiserv, American Express, and Elavon for North America and Europe. Visa, MasterCard, American Express, Discover.
• Wells Fargo Bank - Partnered with the IBM Promontory Financial Group to assist Wells Fargo’s Enterprise Data & Analytics team in designing a target operating model for managing and overseeing enterprise-wide data risk.
• PayPal - ETL data migration project to transform and load PayPal customer, account, and transaction data to an Informatica finance integration transformation data staging layer for SAP Bank Analyzer.
BBVA COMPASS BANK, Birmingham, AL 2010 – 2012
Functional Architect
Partnered with project management, business unit leaders, external partners and Accenture on $350M project that replaced bank’s core technology infrastructure for over 700 bank branches in 7 states across Sunbelt footprint. Assigned to Commercial and Consumer Lending, and Credit Risk Management business areas as functional architect
• Supported Consumer and Mortgage Lending products and their transformation to Accenture’s Alnova Financial Solutions, a real-time core banking solution for financial services industry. Worked with business unit leaders and SMEs to assess current capabilities, document business requirements and translate and develop into technical requirement documents.
• Contributed to successful transformation of Commercial Lending products to Automated Financial Systems Commercial Lending Origination, Administration and Level III Servicing platforms. Conducted regular briefings and discussions regarding current and future commercial banking group projects, needs, strategy, assessments and deployments.
• Provided support during Relationship Exposure Aggregation and Limits Management software development and conversion to Microsoft .NET Solutions. Participated in detailed source data discovery and data mapping sessions with credit risk aggregation business SMEs, IT and EDW specialists.
TSYS, Columbus, GA 1990 – 2009
Director Financial Systems
Led and managed the ERP and FP&A software evaluation and selection, delivery, and subsequent production support for a $2B global payments technology company.
• Delivery and subsequent development and production support for Computer Associates, Infor, and Microsoft Dynamics ERP business and supply chain software: Accounts Payable, Accounts Receivable, Client Billing, Fixed Assets, General Ledger, Purchasing, Inventory Control and Warehousing.
• Partnered with business SMEs to architect and develop corporate FP&A systems: Budgeting and Expense Forecasting, Cost Accounting, Revenue Forecasting, Monthly Variance Reporting.
• Corporate net earnings increased 41% on 20% revenue growth the first full year on the Budgeting and Expense Forecasting system. The Budget system also helped sustain double digit growth in corporate net earnings each year for over a decade.
• Partnered with Computer Associates to design and launch ASP (early cloud) ERP financial applications, offering servicing organizations on-line application delivery.
EDUCATION
Bachelor in Interdisciplinary Administrative Sciences, Management, Computer Science, Marketing
University of Alabama, Tuscaloosa, AL
TECHNICAL SKILLS
Platforms: IBM MVS, Tandem, Windows
Languages: SQL, HTML, XML, JavaScript
RDBMS: Oracle, MS SQL Server, SAP Sybase
Methodologies: Agile / Scrum and Waterfall |
