Jose Vivas
Tampa,Florida
Summary
Resourceful vice president with several years of results-oriented experience in regulatory financial reporting and operations management. Culturally-sensitive and ethical professional with demonstrated success in developing and implementing optimized solutions. Versatile leader recognized for driving results in collaborative, inclusive manner. Proven track record of ensuring operational efficiency. Committed to promoting a culture of integrity and excellence within organizations.
Overview
7
7
years of professional experience
Work History
VP- Financial Reporting Lead Analyst
Citibank
09.2023 - Current
- Worked as a Product Owner for the Change Management Team for the re-engineering of three new features in the new Reporting platform.
- Contributed with the gathering and writing of the requirements for the new features for the new reporting platform, based on feedback from Business User and senior leadership.
- Actively sought out feedback from stakeholders throughout the duration of a project in order to identify areas needing improvement or adjustment.
- Managed multiple projects with competing deadlines simultaneously.
- Maintained records of all documents related to each project, including specifications, change orders, and improvements.
- Identified gaps in process or workflow which could be addressed with additional automation or tools.
- Actively participated in agile ceremonies, such as sprint planning, refinement sessions, production parallel testing, and scrum calls.
Financial Solutions Manager
Citibank
01.2022 - 09.2023
- Supported different re-engineering initiatives to address regulatory commitments within Consent Order requirements for reporting units.
- Reviewed PM Risk and Controls data monthly for change management process. Managed unit Management Control Assessment (MCA) Process for change management. Ensured thorough review of data for change management processes.
- Served as liaison between technology units and the operations/reporting teams to ensure the streamlining of solutions when decommissioning EUC and other enhancements.
- Effectively utilized AGILE methodology as a project manager to deliver solutions for reporting teams within the unit.
- Optimized control of implemented solutions/projects through working with the JIRA platform.
Asset Serv Intmd Assoc Analyst
Citibank
03.2020 - 01.2022
- Collaborated with multiple units to seamlessly transition from a legacy system to a more efficient Corporate Actions platform
- Developed streamlined solutions that optimized day-to-day tasks and maximized resource utilization.
- Acted as liaison between technology units and operations team, delivering regular updates on migration progress to senior management
- Worked as an SME in different roles in the UAT environment, carrying out multiple tests to ensure the upcoming platform is delivered in a successful manner.
LATAM Asset Servicing Analyst
Citibank
04.2017 - 03.2020
- Reviewed and identified raw financial data from local stock exchanges, depositaries and newspapers and interpret whether there is corporate action events that affects all of our shareholders
- Processed billions of dollars in mandatory cash payments and Thousands of Proxy votes across several LATAM markets in a timely and accurate manner
- Participated in several UAT developments and projects, ensuring the effectiveness of the system and the capacity increase of the unit.
- Identified opportunities for process automation that increased productivity levels and implemented strategies for enhancing organizational processes.
Education
Mechanical Engineer -
Universidad Central de Venezuela
01.2016
High School Degree -
Colegio San Agustín del Paraíso (Venezuela)
01.2007
Skills
- Leadership
- JIRA (Basic Level)
- Xceptor (Basic Level)
- Microsoft Office (Advance Level)
- Basic programming (C and Pascal) (Basic Level)
- Scrum Methodology
- Problem resolutions
- Design thinking
- Agile Methodology
- Regulatory knowledge
Completedcourses
Leadership and climate change, 2016, IIDEC institute and the embassy of France, 24
Awards
- Honorary Mention in the TEG (2016), Evaluation and Reengineering of the dynamic testing bench, for corrosion and incrustation testing
- Gold Award Work as Partner (2019), Transformed the Mexican Boletin from the original PDF file to an excel spreadsheet that also is connected to SECORE and automatically reviews all the events and determines which of these need to be action. This projected with other 2 small projects have saved 0.5 FTE.
Timeline
VP- Financial Reporting Lead Analyst
Citibank
09.2023 - Current
Financial Solutions Manager
Citibank
01.2022 - 09.2023
Asset Serv Intmd Assoc Analyst
Citibank
03.2020 - 01.2022
LATAM Asset Servicing Analyst
Citibank
04.2017 - 03.2020
Mechanical Engineer -
Universidad Central de Venezuela
High School Degree -
Colegio San Agustín del Paraíso (Venezuela)