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JP Morgan Chase
[12/1981-10/2006]
Business Analyst / Business Objects Report Developer - CFO Office 2/2006 - 1
0/2006
* Project Managed the deployment of software to track sales.
* Set up spreadsheets to capture and monitor data for various department initiat
ives.
* Analyzed the department's monthly technology expenses, determined anomalies an
d cost saving opportunities. Tracked cost savings, efficiency gains, and reducti
ons vs. defined targets.
* Created management reports using Excel spreadsheets, macros, and pivot tables.
* Produced reports using Business Objects off of various corporate data sources.
* Generated user specifications for the existing financial accounting system.
* Used Toad to access multiple Oracle databases. Created Test cases for Oracle's
OFSA, and created reports in Business Objects that helped analysts ensure the n
ew financial system has integrity and reconciles. Created a self service - web b
ased - multimedia training system to transfer knowledge to the technical staff.
Wholesale Bank - Treasury and Security Services Division 3/2000 - 2/2006
Project Manager / Senior Financial Analyst
* Designed a project tracking system and developed it using Lotus Notes groupwar
e.
* Consolidated project tracking across the division into one unified report.
* Designed metrics that provided early warning of production events impacting se
rvice and expense targets.
* Used On-Line Analytical Process (OLAP) via Business Objects, to produce Key Pe
rformance measures.
* Created complex Business Intelligence reports, mapping MS Excel and MS Access
to Oracle and SQL backend servers.
* Automated the distribution of monthly management reports by integrating them i
nto the corporate email system.
Project Manager / Financial Analyst- Information Technology 7/1996 - 3/2000
* Developed the IT Annual Capital and Operating Expense budget for the division.
* Ensured each IT capital funding request includes a Rate of Return, Net Present
Value and payback period, consistent with corporate hurdle rates.
* Consolidated project tracking systems.
JP Morgan Chase - Previous Corporate roles 5/1982 - 7/1996
Emerging Channel Delivery Systems Manager, Groupware Systems Manager, Director -
End User Computing, Financial Planning Manager, Business Analyst
Strategic Planning Officer, Manager - Financial Modeling and Information Systems
, Controller for Deployment of Automated Teller Machines, Return on Investment A
nalyst for the Systems Review Committee, Process Improvement / Industrial Engine
ering