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JOY BOURQUE
309 Sherman Ave NW, Washington, DC 20003 | 202.286.9876 | joy@yahoo.com
ITPROJECT MANAGER
ENABLING CLIENTS TO SUCCEED WITH TECHNOLOGY SOLUTIONS
Over 10 years
ofexperience conceptualizing, planning, delivering& supporting technology
solutions in the financial services industry. Proficient in project management
and business analysis, adhering to software development lifecycle methodologies
and under ITIL principles. Strengths include effective customer service, great
people skills to build relationships & mediate issues between parties, and
promoting technologies that add value to business owners and clients. Effective in leading project teams towards
success in fast-paced and challenging work environments.
Project
Management: PMP-Certified, Discover Objectives, Scope
& Tasks, Plan Schedules, Work Breakdown Structures, Resource Assignments, Risk
Assessments, Quality Management, Draft Concept Papers, Cost Budgeting &
Forecasting, Status Meetings and Reporting.
Business Analysis: Requirements
Gathering, JAD Sessions, Business & Functional Documentation and Design,
Testing, Training &Subject Matter Expert Attainment.
Management: Staff Supervision& Project Team
Leadership, Vendor Management, Contract & SLA Negotiations, IT Asset
Management, Budgeting & Cost Saving Efforts and Reporting.
Customer
Service: Build
Strong Relationships with Business Stakeholders and Improving IT Services and
Solutions Delivery.
IT/Technical
Skills: Agile Software Development & SDLC
Waterfall Methodologies, UML, .NET/SQL Web-Based Software, CRM and other COTS/SaaS
Implementations, ITIL v3 Foundation, and Microsoft Enterprise, Developer &
Desktop Software, including Office 2010, Windows 7, SQL Management Studio,
Visio, Project and SharePoint.
EMPLOYMENT HISTORY
FBR & Co., Arlington, VA 2005–2011
Vice President,IT Service Management
03/2011–11/2011
Led a team of
7 employees comprising the Arlington & New York service desks, change
control, market data and financial analysis in FBR’s IT department.Maintained
software licenses, contracts & SLAs. Managed professional training
programs. Investigated and analyzed new technologies such as computer
equipment, mobile devices & software that add value and improve the
business users’ experience. Ensured ITIL principles were communicated and
maintained.
·
Coordinated market data and procurement cost
saving efforts to reduce technology spends across the organization.
·
Analyzed service desk tickets on a monthly basis
to identify problem patterns, documented recommendations & managed
resultant solution projects.
·
Optimized monthly budget reporting for software,
infrastructure, market data and other operational expenses.
·
Administered software, hardware and service
procurements totaling over $1 Million, and the resultant asset management.
·
Achieved a 40% reduction of market data costs
through organizing and leading vendor contract negotiations.
Director, Sales, Research & Capital
Markets Technology Delivery 2005–2011
Managed and
supported technology solution efforts to catalyze productivity and improve business
intelligence for the Institutional Brokerage, Research and Capital Markets
business lines of FBR.Oversaw .NET/SQL product development of in-house
web-based software in both agile and waterfall software development
methodologies. Managed vendor
relationships, contract & SLA negotiations and vetted issues for
resolution.Created training material and provided training classes to
end-users.Ensured software development is compliant with SOX and FINRA
regulatory requirements.Fostered strong relationships with business users at
all hierarchy levels and became subject matter expert on core applications.
·
Conceptualized, planned and supported a private
placement trade and reporting platform integrated with Bloomberg where clients
can view trade activity to make informed decision and generate revenue.
·
Led ongoing implementation projects for the
BlueMatrix financial research authoring system, Ipreo’s BD Vision brokerage CRM
and Dealogic’s deal application suite for over 200 users.
·
Re-engineered and successfully delivered an
in-house software project plagued with scope creep and lack of ownership.
Began as on-site business
analysis consultant for Celerity IT, LLC, (McLean, VA) in 2005; hired full-time
as Sr. Business Analyst in 2007. Promoted to Director in 2009 and to Vice
President in 2010. Received ‘Best
Customer Service’ Award in 2006 as a Celerity consultant and 3 peer recognition
awards during tenure at FBR.
State Street Global
Advisors, Montréal, QC
&Boston, MA 1995–2005
Principal,
Global Operations Manager 2000–2005
Supported accounting applications for over 300
investment operations stakeholders. Provided business analysis, user acceptance
testing and training of technology solutions. Created requirements
documentation for new and existing proprietary custom systems. Executed
firm-wide quarterly 13F filing to the Securities and Exchange Commission.
·
Implemented an automated portfolio reconciliation
system that replaced manual processes.
·
Coordinated the setup of over 270 funds including
22,000 securities from an acquired investment manager to SSgA’s databases and
applications; received an Employee Recognition Award as a result of this
accomplishment.
·
Assisted with the implementation of SWIFT
connectivity between SSgA and custodian banks or clients transmissions. Implemented a trade delivery instruction
system that facilitated data entry and reduced settlement errors.
Sr. Associate, Portfolio
Investment Operations 1995–2000
Supported
portfolio managers, traders and analysts.
Handled investment accounting of large institutional multi-currency
commingled funds, including cash and security analysis. Prepared and analyzed portfolio data for performance
evaluation. Created measures to improve
operating efficiency.Met with clients to evaluate reporting and servicing needs.
·
Exposed to portfolio management of large
retirement accounts.
·
Provided high quality customer service for
demanding clients.
EDUCATION AND PROFESSIONAL DEVELOPMENT
ITIL v3 Foundation Certification, Global
Knowledge, Arlington, VA 2011
Business IT Leadership Certification, Northern
Virginia Community College, Arlington, VA 2006
Business Administration Degree, O'Sullivan
College, Montréal, QC (Canada) 1995
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