Senior-Level Finance Executive eager to contribute technical talents and outstanding background in market data toward supporting a dynamic organization in optimizing bottom-line performance.

 

 

Adept at performing complex financial analysis to support strategic plans and operating budgets. Proficiency in reporting, expense control, forecasting, and capturing substantial cost savings. Excel in team-building, project management, technology roll-outs, and standardizing and accelerating business processes and procedures.  Considerable ability to establish cooperative working relationships with all levels of an organization as well as overseas. Extremely versatile and able to quickly adapt to new roles, environments, tasks, and responsibilities.  Computer/technical skills include: Microsoft Office (Excel, Access, PowerPoint, Word), Omega, SMAART AP, Intelligent Apps, Proclarity, MDM, SOLAR - VARS, SQL and HTML.

 

Selected Achievements:

 

• Championed design and introduction of web billing portal which generated $200K in savings over an 18-month period for Morgan Stanley.
• Secured $1.8M in first year savings and on track to generate $3.2M in 2010 by launching Client Recovery savings program.
• Resourcefully created Account Receivables program for Sales & Trading division to precisely track and recover costs of client redistributed  data. 

• Expedited and automated monthly reporting process illustrating global market data spend by business segment in Total Cost Of Ownership model with vendor, infrastructure, and project-level detail. 
• Standardized global allocation process for expenses and strategically automated global declaration process using Microsoft Access to streamline reporting and monthly submission.   
• Successfully automated analysis of Bloomberg invoices by leveraging Microsoft Access to cross-reference terminal SID number from invoice with MDM data.  
• Streamlined and significantly expedited reconciliation process from 3 weeks to 5 days.
• Conducted in-depth user reconciliation of Bridge services which prevented overbilling of $800K.
• Identified savings of $250K for over-declared/billing inaccuracies by expertly performing historical declaration analysis in VARS/SOLAR.
• Uncovered $250K in savings over a two-year period through excellence in vendor reconciliations in former Analyst role with Morgan Stanley.

 

 

Morgan Stanley & Co., 1998 to Present

Vice President C Planning & Analysis and Global Market Data Controller, IT Finance

• Spearhead planning and analysis functions by proficiently providing cross-department oversight and standardization of financial controls and processes.
• Deliver monthly financial presentations outlining company-wide technology expenditures, and regularly scrutinize variance analysis and total budget drivers of $4B per year.
• Collaboratively steer quarterly budget and forecast process, facilitate SOX compliance, and perform quarterly review and sign-off. 

• Project-managed offshore deployment of Expense Management function which transitioned 30 personnel to Budapest office.

 

Continued

 

 

Professional Experience continued                                                                Yyyyyy x. yyyyyy, Page 2 of 2

 

• Established savings program for Banking and Capital Markets divisions to reduce eligible desktop, phone, and market data costs by using standard product rates for syndicate and deal recovery.  

• Manage $350M annual Market Data budget across institutional and retail segments which include processes for expense approvals, BU allocation, financial & inventory reporting, and cost management.
• Apply dynamic leadership talents toward managing, motivating and supervising team of 12.
• Critically examine and validate financial impact of cost saving programs, contract renewals, and data implementation initiatives such as B-Pipe.
• Drive financial activities of key vendor relationships such as Reuters, Bloomberg, and NYSE/AMEX.

 

Senior Manager, Market Data Finance

• Directed team of seven in approving contract invoices, monitoring SOX compliance, and devising budget and forecasts for all business units.
• Exercised exemplary technical acumen toward supervising web-based enhancements of Inventory Reporting tool.  
• Defined payables reporting process using SMAART system to track and display non-inventory driven costs on intranet.  
• Integral player in design and implementation of online budgeting and forecast application.

 

Manager, Market Data Finance

• Supervised, evaluated, and managed staff in reconciling invoices, investigating billing discrepancies, and conducting vendor meetings to swiftly resolve disputes, obtain credits and/or update inventory for inaccuracies.
• Orchestrated seamless transition of vendor declarations process to Finance, and automated North America vendor declaration reporting process for 25+ direct-billed vendor data feed and exchanges. 
• Led global roll-out and integration of MDM with General Ledger and Payables systems. 
• Played a major role in design and implementation of SMAART payables system to automate accrual and prepaid expenses for all Technology invoices; tool eagerly adopted by Corporate Accounts Payable division. 

 

Tel-Data, 1997 to 1998

Account Consultant C Market Data Team

• Planned, coordinated and supervised implementation of Market Data inventory system and Invoice Reconciliation software for Merrill Lynch, Cowen & Company, Bankers Trust, and Miller Anderson.

 

Morgan Stanley  & Co., 1992 to 1997

Associate C Enterprise Services, Information Technology

• Leveraged sharp analytical, troubleshooting, and technical savvy to provide technical support and training to Private Wealth Management & Prime Brokerage divisions
• Facilitated new software product roll-outs, achieving minimal to zero business disruption.
• Developed and launched new hire intranet site to streamline and accelerate on-boarding process.

 

Analyst C Market Data, Technology Finance

• Employed consummate analytical and organizational strengths to efficiently reconcile data invoices to inventory, itemize billing discrepancies, and conduct vendor meetings to resolve disputes and retrieve credits.  
• Adhered to strict accuracy expectations in publishing vendor catalog with service descriptions and price structures, determining baseline run rate for annual budget and forecast processes, and preparing  monthly reporting packages and analysis of data expenditures across for ISG. 

 

 

Bachelor of Science, Finance, State University of New York, College at New Paltz, 1992

 

 

 

 

 

 

 

 

 

Date

 

 

 

Interviewer s Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

It was a pleasure (speaking with you/meeting with you) on [insert date here]. I would like to take this opportunity to thank you for the time you spent with me, as well as to express my appreciation for the information you offered. I am still very interested in the <insert job title> position, and I am convinced that it is the right job for me. I feel my background and qualifications prepare me well for the challenges and responsibilities we discussed.

 

The position as you described it to me would combine my strong skills in [insert two skills or qualities here].  This would allow me to make the same valuable contribution to your organization as I ve made to my past employers a win-win proposition for both of us.

 

(Choose one of the two paragraphs below, depending on whether or not you have, or have not yet, interviewed with the person)

 

(I am eager to meet with you in person to further discuss my background and qualifications. Please feel free to contact me at the above phone number so we can continue the discussion we began over the telephone.)

 

(Again, thank you for considering my qualifications. I enjoyed our talk, and am available at any time to provide you with any more information you may need. I look forward to hearing your decision.)

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy