The platform was built using a multi-tier architecture leveraging Python, Django, and MySQL.
Executive Director
Morgan Stanley
New York, NY
01.2006 - 01.2019
Development Manager and Lead Data Liaison between Finance, Credit Risk, Operations, and Reference Data delivering strategic projects addressing Regulatory, Balance Sheet, and P&L internal and external global reporting requirements.
Notional Renovation Program Lead
Morgan Stanley
New York, NY
01.2016 - 01.2018
Delivered a 5 million dollar global front to back initiative addressing notional issues as a result of external audit finding
The solution addressed 20% gap in population, reduced 70% notional exposure on Interest Rate Futures, and eliminated over 3000 manual adjustments
Centralized notional calculation based FRB guidelines with the approval of accounting policy
Federate notional to key internal and external financial and disclosures (i.e
FR Y9C, TIC-D, TFC-1/2)
Eliminated end user computing and reduced risk of potential reporting errors
Added controls to ensure data integrity across platforms
Strategic modeling across different data domains (Finance, Product Reference Data, Regulatory).
Detailed Sub-ledger – Loans Program Lead
Morgan Stanley
New York, NY
01.2011 - 01.2015
Delivered a 20 million dollar global front to back multi-year initiative addressing an MRA (Matter Required Attention)
The solution provided Finance an end to end data flow with controls for Corporate and Wealth Management Loans that aligned to the strategic vision of a single Loan Sub-ledger and automate loans reporting for FR Y9C
Analyzed over 600 data attributes required by Finance and Operations
Developed the first front to back model support both Wealth Management and Institutional Corporate Loans
Collaborated with Firm Reference Data team to build out the strategic reference data for both institutional and wealth clients (Product, Account, Product Classification reference data)
Created a control framework to ensure all elements required for regulatory reporting are reviewed and signed off by control owners.
IT Development Project Lead
Morgan Stanley
New York, NY
01.2006 - 01.2014
Lead Technical and Data Liaison supporting multiple finance and operation functions (P&L, Market Risk, Reconciliation, and Data Sourcing)
Developed an internal Data Lineage tool and reports supporting roughly 3,000 data feeds comprised over 10,000 attributes
Analyzed all data feeds into and out of the Finance Data Warehouse
Modeled and created reports to reflect all data transformation, enrichment, lineage of all data providers and consumers
Developed the current state data flows and associated business processes leveraging the finance data warehouse
Led the Performance Tuning initiative as part of the Finance Data Warehouse migration from Sybase to Teradata
Collaborated with Teradata architect to size
Tuned roughly 3,000 jobs and over 20,000 reports impacting over 2000 users
Designed workflow management rules to ensure all database traffic are managed
Deployed ETL Console to support both ETL Development and Production Management for over 3000 batch daily and monthly processes