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Internet Banking full cycle project management for a major banking group to meet tight deadlines resulting from CEO's promise to Wall Street.

Responsibilities encompassed the entire e-Commerce implementation including a multi-vendor selection process (user interface, application engine, hosting, bill pay service, and content management) through pilot and roll-out. In addition to serving as Project Manager, dual-roll as I/T Team Leader. Included bill payment roll-out as a new product offering for the bank.


Result: a seemingly impossible deadline was met, on-time and under budget. Subsequent internet banking projects included merging the activity from new acquisitions, implementing small business on the web, channel of origination tracking, and a 401(k) initiative, much accomplished remotely.

Vendor selection process for a NYC based bank seeking to implement Web Cash Management to corporate clients.

Result: Creation of a structured roadmap to support this new product initiative including business requirements (definition, review, sign-off), mapping requirements to functionality, back-office interfaces, RFP creation, proposal evaluation, and decisioning.

Design of an Internet Based Wire Transfer module for a cash management system vendor and its banking client, a major US bank. This involved culling user and operational requirements, documentation, approval and sign-off utilizing subject matter expertise covering general banking and payment processing.

Result: FTPs deliverables were completed on-time and on-budget. The bank rolled-out this new offering to the delight of its client base and the vendor offered web-wire functionality as a revenue generating module within its cash management product.

Conducted ACH and wire transfer Operational Performance best practices analysis for a top five US financial institution. This incorporated departmental and business partner interaction, documenting the workflow, and identification / analysis of redundant processes.

Result: detailed findings and implementation of actionable items to improve productivity, including system changes, operational realignment and consolidation to support process improvements.

Engaged by a major US bank for Merger Consolidation as subject matter expert for their domestic and international wire transfer business. Encompassed requirements definition, gap identification, system consolidation mapping, flow analysis and enhancement development specifications.

Result: best practices model was created with business requirements mapped to correct end-state solution.

Directed global investment bank in SWIFT System Selection by performing the research, identifying candidates, and specifying requirements. Created the RFI, documented and assessed the findings.

Result: fact based decision at senior levels supporting consolidation and intercontinental implementation.

Validated Service Level Agreements between operations and technology for a US stock exchange.

Result: the SLA process was re-created resulting in the agreements being tightly coupled to performance and an accountability matrix.
 
Contract Analysis for a major bank covered seven years of multiple contracts and numerous amendments to determine applicability and consistency with their deliverables.

Result: contract re-negotiation road map to yield benefits in the six figures.

Developed and taught an International Operations Course at a bank.

Result: program's content and energy elicited attendance spanning clerical through SVP levels across functional channels.



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