Christopher Moreland
West Caldwell
Summary
Results-driven Business Systems Analyst with expertise in IBM Cognos, Tableau, and Agile methodologies. Proven success in leading cross-functional teams to optimize risk management processes and enhance reporting solutions.
Overview
17
17
years of professional experience
Work History
Lead, Business Systems Analyst, CDO/CT Enterprise
Prudential Financial
Newark
01.2022 - Current
- Led cross-functional teams to analyze business requirements and develop solutions for complex risk management and regulatory risk reporting needs.
- Managed project timelines and coordinated deliverables across departments.
- Created test plans for unit testing and user acceptance testing of new system implementations.
- Managed cross-functional teams consisting of internal staff and 3rd party contractors to source ESG risk analytics and build a data mart to aid in analysis and management reporting.
- Documented all findings from research efforts including process flows, functional specifications and user stories.
- Implemented reporting solutions utilizing Business Intelligence tools such as Tableau and IBM Cognos.
- Managed the maintenance and updating of complex risk management processes such as limit monitoring, SAA, and state regulatory reporting.
Senior Specialist, Business Systems Analyst, GT PGIM Systems
Prudential Financial
Newark
02.2019 - 01.2022
- Partnered with consultants and business partners to assess current Plan Accounting client reporting capabilities and future reporting needs; developed an executive summary of proposed modernizations.
- Collaborated with analysts, development, and QA teams to migrate Plan Accounting Systems from a 3-month waterfall SDLC to a one-month Agile SDLC.
- Served customers as an Agile Product Owner by prioritizing their technology needs, analyzing and documenting enhancements for our development team, and shepherding these enhancements through the Agile SDLC.
- Assessed third party replacements for the PARCA fee revenue application, worked with customers to determine the best option, partnered with Oracle technology team to migrate and implement; provided efficiencies and cost benefits to customers.
- Led team within the Future of Work initiative by executing the analysis of several high value add automations such as Valuation Morning Validation, PruTrust Sub Advisor Calculations, ASC820 Filings and PSA Audit automation.
- Managed project to transform PARIS application to a multi-tenant platform to support the Retirement business sale between Prudential and Empower; Ringfenced application to maintain data privacy commitments to PGIM, Prudential and Empower.
Project Management Specialist, PGIM O&S, iRisk BA Team
Prudential Financial
Newark
09.2013 - 02.2019
- Productionalized the Moody’s Risk Frontier credit RAC process, converting it from a manual, error-prone quarterly process to a fully automated straight-through monthly process.
- Developed a process to systematically extract Risk Frontier results and allocate to core iRisk portfolio data; created a credit RAC specific reporting environment within iRisk to analyze output using Tableau; managed monthly RAC calculation and reporting.
- Automated the credit RAC asset universe definition by developing logic and assigning a new security attribute.
- Developed and implemented a unique Risk Frontier RAC and VaR process for the Japan risk team, including working onsite in Japan to determine business partner needs and create project requirements.
- Oversaw and coordinated the complex and sensitive yearly RAC model changes and operational implementation.
- Developed a process and reporting environment to utilize INTEX structured asset collateral data to better model these securities.
- Created and maintained documentation for the entire RAC process that was used to support Fed SIFI oversight requirements.
- Oversaw the operational implementation of the Moody’s Commercial Mortgage Metrics (CMM) external model.
Associate Manager, PGIM Fixed Income, Portfolio Administration
Prudential Financial
Newark
03.2012 - 09.2013
Accounting Specialist, PGIM O&S, Advisory Investment Accounting
Prudential Financial
Newark
10.2010 - 03.2012
Accounting Associate, PGIM O&S, Advisory Investment Accounting
Prudential Financial
Newark
06.2008 - 10.2010
- Reconciled daily cash and trade transactions and monthly Net Asset Value reports for third-party client portfolios.
- Reviewed accuracy of all daily and monthly reconciliations and requests across all 457 Fixed Income portfolios.
- Managed projects related to large company initiatives: the custody onboarding for Project Vita, the pension risk transfer initiative with General Motors and Project Chronos, the pension buyout with Verizon; implementation of BNYM replatforming.
- Partnered with the systems team to automate the monthly NAV reconciliations with the custodians.
- Created, implemented, and oversaw a training program to merge the Advisory Accounting and Custody Operations groups.
- Responsible for the career development of five associates including objective setting, training, and performance appraisals.
Education
BA - Economics
Pennsylvania State University
State College, PABS - Finance
Pennsylvania State University
State College, PASkills
- IBM Cognos
- Tableau
- Risk Frontier
- INTEX
- CapIQ
- PFI
- Blackrock
- Bloomberg
- Xceptor
- MS Office
- SQL & R
- Atlassian/Jira
- Confluence
- Plan Accounting suite of applications
- IRisk
- Project management
- Organization
- Time management
- Communication
- Creative problem solving
- Development of requirements
- Testing
- Agile product owner
Timeline
Lead, Business Systems Analyst, CDO/CT Enterprise
Prudential Financial
01.2022 - Current
Senior Specialist, Business Systems Analyst, GT PGIM Systems
Prudential Financial
02.2019 - 01.2022
Project Management Specialist, PGIM O&S, iRisk BA Team
Prudential Financial
09.2013 - 02.2019
Associate Manager, PGIM Fixed Income, Portfolio Administration
Prudential Financial
03.2012 - 09.2013
Accounting Specialist, PGIM O&S, Advisory Investment Accounting
Prudential Financial
10.2010 - 03.2012
Accounting Associate, PGIM O&S, Advisory Investment Accounting
Prudential Financial
06.2008 - 10.2010
BA - Economics
Pennsylvania State University
BS - Finance
Pennsylvania State University