Strategy Consultant Sample Resume Format in Word Free Download

Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Description, Skills & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download

TERESA  MURPHY

teresa@verizon.net

732-308-9876 (H)

MANAGEMENT CONSULTANT

Mr. Murphy is a senior level management consultant, project manager and business analyst specializing in the financial services industry. In practice since 1986, Mr. Murphy has specific expertise in the area of back-office operations, information systems and business process design.   He has particular strength in the areas of securities trading and processing, wholesale and retail banking, and trust. He has managed major engagements and feasibility studies on four continents.

RECENT CONSULTING PROJECTS

First Niagara Financial Group, Buffalo NY   08/2010 – Current

Business Lead & Strategy Consultant, Corporate Banking Group

·         documented current process for all front office processes.

·         developed a detailed future state vision design that outlined the business requirements for the Capital Stream System and the approach for straight through processing

·         developed a detailed future state vision design that outlined the business requirements for ACBS the approach for straight through processing

·         presented and obtained approval for recommendations and vision to senior management

·         as the business lead, reviewed and approved of all business requirements on behalf of the business

·         provided consulting and advice to the IT Program Manager who lacked commercial banking experience  

 

First Niagara Financial Group, Buffalo NY   08/2009 – 8/2010

Business Lead & Strategy Consultant, Corporate Banking Group

For this $40 billion bank:

·         gathered and documented business requirements for a commercial loan origination system and a commercial loan accounting and servicing system

·         presented and obtained approval for a preliminary multi-million dollar budget for the evaluation and expected implementation

·         managed a user and technical evaluation team of 12 throughout revaluation process

·         evaluated vendors and conducted a request for information process

·         wrote and issued two separate request for proposal (RFP) documents (commercial loan origination and commercial loan servicing)

·         evaluated RFP responses using a risk adjusted evaluation methodology

·         scheduled formal functional and technical presentations

·         developed a detailed business case for the recommended vendors

·         conducted price negotiations with vendor finalists (ACBS from FIS and Capital Stream from HCL) on behalf of the bank

·         presented recommendations/business case to operations committee and obtained approval to proceed to contract negotiations and implementation

·         negotiated contracts on behalf of the business with two selected vendors, ACBS from FIS and Capital Stream from HCL. 

 

Citibank, New York               02/2006 – 04/2009

Business Project Manager, Finance Division of the Commercial Banking Group 04/2006 – 04/2009                

·         gathered and documented business requirements and functional specifications

·         tested and implemented dozens of enhancements to the core profitability data warehouse following an Agile methodology

·         developed/modified business rules for middle market profitability data warehouse

·         performed data mining using MS Access to query relational database (Oracle)

·         implemented financial controls, financial reconciliation to General Ledger and error/difference reporting

·         calculate and report all credit risk associated with investment portfolio

·         defined report requirements and tested Cognos based queries and reports

·         defined and tested interfaces to internal application systems including AFS, Impacts, Siebel, and a proprietary compensation reporting system

·         documented current and proposed data flows

·         coordinated implementation with an offshore development team

Citibank, New York               8/2005 – 2/2006                                                           

IT Project Manager and SME , Retail Bank North America 08/2005 – 04/2006

·         subject matter expert on leasing, real estate lending and commercial banking for $20 million data warehouse project

·         coordinated with stakeholders and defined data gaps

·         documented and designed Cognos based report requirements

·         identified business requirements and functional specifications  

·         reviewed requirements with stakeholders and obtained sign-off

Platform Learning                  11/04 – 05/2005

Project Manager and lead process design consultant for supplemental education services firm

·        managed a team of 4 business analysts, managed project using MS Project

·        reviewed and designed back office processes and financial controls using Ultimus automated workflow product

·        defined required interfaces to and from SAP Business One and ADP Payroll

·        eliminated processing backlogs and reduced error rates in payroll and accounting caused by extensive manual processing and posting. 

·        recommended and implemented an SDLC methodology (SUMMIT) for CIO

Alliance Capital                     11/03 - 12/15/04

Lead business process analyst and SME for a Profitability Data Warehouse for Large Asset Management firm

·         implemented re-designed business processes within controllers department

·         improved accuracy and product detail using a rules based engine

·         documented business requirements and business rules for development team

·         developed  new accounting rules for front end data capture, back end reconciliation and revenue allocation

·         completed extensive data mapping and data scrubbing to meet data quality goals

·         coordinated product implementation with the outsourced development team

·         managed a five member user acceptance testing team

Alliance Capital                       04/02 – 10/03

Lead project manager for the Controller’s Department

·         defined business requirements and re-engineered current corporate accounting process to support firm wide transfer pricing

·         identified business requirements for a rules based revenue and expense allocation system

·         presented recommended changes to senior management to obtain project approval

·         documented required source system interfaces, rules based tables and relational database attributes. 

·         identified required Cognos based user and error reports

·         recommended to senior management that custom development project be outsourced.

·         participated in selection of outsourcing development vendor

·         managed one business analyst

Deutsche Bank                       05/01 – 11/01

Business/technical business analyst for Commercial Lending Division of a global foreign bank

·         developed business/functional requirements for front office Credit Exposure/Risk Management data warehouse to capture counterparty, revenue, pricing and credit risk data

·         documented interfaces for transaction and facility data for commercial loan exposures from over forty loan booking locations including Loan IQ

·         completed extensive data scrubbing to meet corporate data quality goals

·         defined requirements for user queries and scenario analysis using ESSBASE reporting tool

·         problem identification, tracking, testing and resolution using Rational  

·         defined requirements for calculating risk measures such as ROEC, RAROC, RWA, Expected Loss, EDF, Economic Capital Velocity,  Economic Value Added, etc.

·         implemented data warehouse  supported over eighty standard data extracts for data validation, monthly reporting and analysis

·         captured transaction level data captured on credit derivatives (e.g. CLO, Credit Default Swaps (credit insurance), Total Return Swaps, etc.)   

EquiServe                               01/99 - 4/01   

Senior project director on a 200+ person development project to develop and a three tier, object oriented, client server, web enabled shareholder recordkeeping system

·         project director responsible for the re-design of over 200 business processes impacted by the implementation of this $100 million project

·         directly managed a staff of five contract and internal project managers, each responsible for several different business areas.

·         assisted COO to re-organize and re-staff the Project Management Office (PMO) when current structure and staff proved ineffective 

·         assisted in standardizing PMO reporting structures, timeframes and deliverables 

·         integrated all individual project plans into one comprehensive high level document      

·         responsible for defined project scope, effort and payback.

·         re-designed business processes was primary input into use case development used to document all business requirements  

·         worked with both user and system staff to support training and implementation of newly designed business processes  

·         re-designed processes using DST’s AWD work flow tool were delivered on schedule and within budget

·         staff productivity improved an average of 45%. Some areas saw improvements of over 300%  

Project Manager and Process Change Manager for design, development, installation, testing and implementation of an automated imaging and workflow system for large Customer Service and Mail Operations

·         user base of over 200 customer service and back office workstations using a legacy CRM

·         implemented DST’s AWD System for workflow management and to address new  regulatory and compliance standards  

·         terminated all paper at the incoming mail room  

·         indexed images were routed to appropriate users and the status of every piece of mail received was tracked to completion

·         interfaces were developed to automatically close items when processed by legacy systems

Project Implementation Manager – Sears and Honeywell Employee Stock Purchase Plan

·         defined and scheduled deliverables, tasks, milestones using MS Project

·         matrix managed a development staff of 12 developers

·         designed and implemented a multi-lingual IVR allowing toll free calls from over 100 countries to facilitate automated enrollment

·         enhanced existing system to support a multi-currency plan

·         implemented new proof & control processes  

·         for Sears, coordinated project activity with Price Waterhouse, the benefits consultant engaged by Sears as their User Project Manager.

·         both plans were implemented on time and within budget  

·         utilized Summit-D System Development Methodology.

Project Implementation Manager – Sara Lee Global Employee Stock Option Plan

·         defined and scheduled deliverables, tasks, milestones using MS Project

·         matrix managed a development staff of 4 developers

·         designed and developed a new multi-currency sub-system to support the 40 currencies required

·         designed and implemented a multi-lingual IVR to support 7 languages

·         interfaces developed from existing CMS EOWin System to two external banks to support issuance of multi-currency wire and check disbursements

·         developed a multi-lingual print capability to print optionee advices and notices in multiple languages

·         implemented new proof & control processes 

Automated Data Processing (ADP)   09/99 - 10/00 (Part Time Project)

Senior Information Architect for the Brokerage Services Group

·         developed conceptual architecture for a new Global Processing System (GPS) integrating BPS, Wilco GLOSS and ICI IMPACTS

·         documented business requirements for the integration of three ADP’s application systems

·         defined the need for a new consolidated books & records reporting sub-system to support this integration

·         new application would support trade capture & settlement in multiple legal entities, multiple currencies, multiple markets, multiple time zones for equity, fixed income, traded & OTC options, futures, and other derivative product types

·         developed a presentation is MS Powerpoint to be presented by ADP at the introduction of this product

First Chicago Trust Company            04/96-12/98

Project Manager and Business Analyst

·         completed feasibility study to replace over 80 internal IBM mainframe Cobol application systems running in a combination of DB2, IDMS, VSAM and BDAM

·         documented business requirements

·         conducted vendor evaluations and recommended primary and alternative solutions

·         conducted vendor evaluation of packages including Sungard CSSII, Sungard Omni-Plan, and Sungard Invest One 

·         recommended custom development at a cost of $60 million over three years

·         coordinated work of internal and external technical staff who developed a high level architecture for the recommended solution

·         documented and presented business case and justification 

·         worked with Accenture who conducted a third party review of recommended solution

·         reported directly to CIO on project

IBM Internet Division                       02/97 - 05/97 (Part Time Project)  

Project Manager for Internet Division

·         facilitated internal evaluation of three complimentary e-Commerce sourcing, purchasing and payable products

·         coordinated the activities of IBM staff and consultants in six different locations throughout North America.

·         recommended that one redundant product be eliminated immediately and outlined convergence steps to synchronize ongoing system development efforts in three of four key areas on remaining products

Fiduciary Trust                                   01/96 - 04/96

Business Analyst for a global investment manager and prime broker

·         documented and evaluated current manual non-domestic trade flow processed on Sungard Global Plus

·         proposed an automated messaging system from either Braid or Logica to improve back office efficiency and reduce operational and settlement risk through automation of the foreign securities instruction and settlement

·         identified interface requirements from currently installed products including Omgeo Oasys and Omgeo Oasys Global  

Fuji Securities, Inc.                            11/95 - 12/95

Project Manager for a primary U.S. Government securities dealer and a global futures agency

·         developed a five year automation plan for replacing legacy systems, automating back-office functions and migrating to a multi-currency accounting system

·         current environment included an AS400 based futures system, a Unix based government securities system and stand-alone PC based G/L and A/P applications   

·         produced a detailed funding request document to support the multi-million project estimate

·         developed a voice over MS Powerpoint presentation for CEO to present in Japan as part of the funding request

·         automation plan included electronic trade capture, auto-execution service support, a new trading system, and robust financial accounting system

·         reported to CIO on project

·         funding request accepted and approved by head office in Japan

Bankers Trust Company                    03/95-11/95

Business Analyst for a major global custodian      08/95–11/95

·         coordinated user evaluation, acceptance testing and migration to the newly developed master trust and global custody system

·         identified additional enhancements and developed migration and implementation strategy for large internal users

Process Change Consultant for Global Merchant Bank 03/95 – 07/95 (Part Time Project)

·         managed an operations and systems review

·         project achieved its objective of identifying short-term savings in the 10-25% range and longer term initiatives to improve productivity.

ESI                                                      02/95-06/95  (Part Time Project) 

Project Manager for a major U.S. execution broker

·         conducted a strategic market assessment of the firm's target market clients to evaluate the impact on their trade flow of competitive buy-side trading and routing systems such as ADP’s Merrin and Thomson Financial’s Trade View and Trade Route

·         identified value added services and response strategies to meet this threat  

·         managed two market research consultants on this engagement

·         presented  recommendations to senior management at project completion

Chase                                                  02/95-06/95  (Part Time Project)  

Business Analyst for a major retail bank

·         conducted third party review of a newly released investment product that offered both banking and brokerage services to high net worth clients

·         identified systems, operations and support limitations that would adversely impact profitability and market success 

·         identified several potential compliance issues that were immediately addressed

Smith New Court (Merrill Lynch)      09/94-02/95

Project Manager for a global custodian

·         defined the functional requirements to automate the instruction processing, settlement, control, posting and reconciliation of foreign security trades with the sub-custodian, clearing house and depository

·         recommended Braid as a middle office system to address the limitations of the current ADP BPS brokerage accounting system

·         designed system to allow client to replace the accounting system in a later phase

Project Manager for NY Institutional Sales

·         managed the evaluation, requirements definition, design, development and implementation of a new client/server based Trade Order Entry System

·         managed off-shore development activities with their internal development group in Europe

·         developed new interfaces to an internal trading system (TCAM), retail brokerage system (ADP BPS) and an electronic trade confirmation vendor (Oasys and Oasys Global)

·         managed the on-site implementation and user training for the new system

Republic National Bank                     10/93-08/94

Information Architect for a major private bank

·         documented architecture plan to migrate all wholesale and retail information systems to an open systems environment

·         reviewed over sixty major systems running on a variety of platforms

·         Business areas reviewed included Asset Management, Prime Brokerage, and Global Trading operations

·         recommended a three tier architecture and a common message switch to route inter-application transactions to the appropriate destination  

·         coordinated with Gartner Group who reviewed and approved the recommended architecture

·         project funding was approved by the board

Business Analyst – Private Bank

·         documented detail requirements for a portfolio management system to support the bank's global private banking and hedge fund businesses

·         documented detail business and functional requirements for a DEC VAX-based multi-currency on-line trade order entry system supporting foreign and domestic fixed income and equity securities and ADR’s

·         documented interface to SEI recordkeeping and accounting system

·         documented interface to Systematics DDA, IL, Savings & Time systems

Consulting Projects Prior to 1994 -  Available Upon Request

PRIOR EMPLOYMENT EXPERIENCE

For AGS/NYNEX, established and managed the Financial Services Management Consulting Practice competing with the Big Six Management Consulting Firms.

For Precision Business Systems, a software development firm specializing in on- line transaction processing systems for the financial services industry, was Senior Vice President and member of the senior management team.  

For Anacomp, a Software Services Firm that developed and marketed application software to the largest 1000 banks worldwide, was Vice President and Manager of Business & Product Planning.

For Citibank, Vice President, National Sales Manager.  Managed over 40 independent sales agents for the second largest packaged financial services organization in the U.S.  Had P&L responsibility for sales, marketing, training and new product development for all retail marketing programs offered to thrifts and commercial banks nationwide.

Marketing Representative for IBM. Consistently exceeded business objectives. 

EDUCATION

·         MBA  New York University     Concentration: Business Policy & Strategy   

·         BS       University of Dayton     Major: Business Administration

Download Resume Format