 |
Suite 3097 Church Street,
New York, NY,
10008 United States |
m: +347-435-6499
t: +347-435-6499
e: webmaster@mikeholman.com |
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| zoom | |
After significant success in my current position, I am ready to move to an increased level of involvement where I can contribute to organizational growth and stability as well as expand strategic components.
As you can see from the enclosed, I have a broad banking operations background, encompassing a multitude of global and domestic industry-related fundamentals and hot topics.MAJOR ACHIEVEMENTS |
My most recent accomplishments include :
* The design and implementation of various data tracking tools using applications such as Business Objects XI ( WEBI / DESKI / INFOVIEW), including working with developers on the creation of Business Objects Universes for migration from BO 6xxx to BO XI, MS ACCESS and MS EXCEL, made available for the use of internal and external clientele.
* Design of Daily, Weekly and Monthly Customer Analysis using Crystal Reports to highlight action items for Relationship Managers in order to project increases or decreases in revenue
* Creating and providing critical, hands-on training for the US/Europe, leading to the overall upgrade of knowledge for the financial community in general.
* Participation in task forces to address and resolve various prickly operational issues as they surface, eliminating current and potential stumbling blocks while increasing awareness and cohesion amongst task force members.
* Developed a Data Quality Methodology based on the utilization of Business Objects Data Insight to meet Enterprise Data Management (EDM) goals. |
Core competencies include:
* Business Objects
* Bank Custody
* Domestic/Global Trade Settlement (plus associated Income/Principle Payments)
* Domestic/Global Corporate Actions
* MS Office Suite (WORD,EXCEL,POWERPOINT,ACCESS)
* HTML (MS Frontpage, Dreamweaver, Cold Fusion)
* Databases (MS Access, MY SQL)
* Web Hosting (Hosting, Domain Registration, Control Panel)
* Email (MS Outlook, Lotus Notes)
* Online Collaboration (Office Live, Lotus Quickplace/Sametime)
* Project Management
* Global Currency
* Security Trades Futures
* SWIFT
* Internal & External Training
* Web-based Investment Services
* Business Objects XI
* Financial & Contract Negotiations
* Securities Industry
* Portfolio Administration
* Foreign Exchange
* Offshore Funding |
| Business Analyst, MORGAN STANLEY (3 MONTH PROJECT) |
Oct 2009
to Dec 2009 |
| New York, United States |
Roles & Responsibilities
Heavy Data Analysis of Vendor Contract data covering US and Overseas Vendors and Company Division. Analysis of accuracy of items being billed and proper category coding. Running of MS Excel Pivot tables from large data dumps to properly analyze invoices by Vendor and Expense category. .
Achievements
• As part of the Enterprise Services Business Unit, reviewed the exported Vendor Invoice Data Files created using Business Objects XI and further created MS Excel Pivot Tables and VLookups to validate Vendor invoices against the firms Web based Vendor Management System confirming accuracy of category expenses to mitigate firmwide Risk. Assisted in decreasing Risk Levels by Fifty Percent
• Liaised with Sourcing Reps to confirm Business Unit Owners, to determine appropriate risk level to firm as part of the Preliminary Risk Assessment. Successfully categorized over One Thousand Items. |
|
| Operations Risk Technical Analyst, THE FEDERAL HOME LOAN BANK OF NEW YORK (3 MONTH PROJECT) |
Feb 2009
to Apr 2009 |
| New York, United States |
Roles & Responsibilities
Heavy Data Analysis of Corporate Data related to User System Activity, System Response time, External and Internal Vendor Listings utilizing Business Objects and exporting data to MS Excel and peforming Deep Dive Analysis via MS Excel Pivot Tables.
Achievements
Selected accomplishments (including the banks Enterprise Data Management Critical Success Factors):
* Completed the Business Objects Data Insight Training offered by SAP for the Operations Risk Team to ensure various department data was accurate when compared against business rules and was included in the overall Data Quality Methodology
* Decreased Ops Risk Team processing time using MS Excel defined names along with pivot tables of Business Objects XI User Activity Reports from weeks to hours
* Participated in FHLBNY Membership Dept Process Review designing Visio Flow Charts and recommended process improvements to ensure prompt turnaround on new membership applications. |
|
| President, HOLMAN'S WORLD INC ® |
Jan 2009
to Present |
| New York, United States |
Roles & Responsibilities
Provider of Web Services to the Financial Services, Information Technology, Educational Institutions and Human Resource Management Industries. Via one web portal at http://www.holman-business.com/ services offered are Domain Name Registration and Transfer with Forwarding and Masking, Website Hosting (including powerful free applications such as Twiki, Zencart, Drupal, Joomla, Wordpress, Orange HRM (Human Resource Management) and SimplyHired on Virtual or Dedicated Servers using either a choice of Windows or Linux Operating System, Email via Webmail, IMAP/POP, Fax Thru Email, Marketing using Email, Banners or Search Engine Optimization (SEO), Website Design, Shopping Carts, Blogcasts |
|
| Strategy Support Specialist and Senior Coverage Officer, JP MORGAN |
Jun 2006
to Jan 2009 |
| New York, United States |
Roles & Responsibilities
Heavy Data Analysis within Bank Custody of Cash Reconciliation of Domestic and Foreign balances. Utilization of MS Excel Pivot Tables to track daily balances per day and currency for client accounts. Heavy Data Analysis within Securities Lending as part of System Migration from Business Objects 6.5 to Business Objects XI. Utilization of MS EXCEL Pivot Tables and Busines Objects to daily run Relationship Manager Sales Forecasts for the US, Europe and Asia.
Achievements
Selected accomplishments:
* Reduced processing time for the Finance and Market Products Securities Lending reports from days to minutes by implementing Business Objects XI reporting, allowing for prompt delivery of data for senior management review
* Participated in the Department Migration from Business Objects 6.5 to Business Objects XI by testing Universe data against business rules and accuracy of output from old platform compared to new platform working with the developers from an end user perspective.
* Created a Lotus Notes Quickplace central repository of documents for the Relationship Managers accessible by Regions in the US, Europe, Middle East, allowing for quick updates to weekly, monthly and quarterly reporting and prompt review by senior management.
* Designed Microsoft Access Database for the Client Service Teams to track deployment of new web based Client Reporting Tool, allowing management quick access products and versions deployed to each client.
* Designed Microsoft Access Database for the Client Service Team to track existing and New Client Fund Families, allowing for quick updates to existing and new accounts as well as understand where the bank service teams were located.
* Decreased processing time of monthly Securities Lending Analysis from weeks to minutes by designing Business Objects XI Reports, allowing for prompt delivery to client for review. |
|
| Custody Officer, THE BANK OF NEW YORK |
Apr 2002
to Jun 2006 |
| New York, United States |
Roles & Responsibilities
Central poing of contact between Investment Manager Clients and Internal Business Units. Heavy Data Analysis of Client Trade Settlement Activity and Cash Balances in Domestic and Foreign markets utilizing Microsoft Excel.
Achievements
Selected accomplishments:
* Designed Microsoft Excel Spreadsheet for the Client Service team to track status of Aged Foreign Currency Research items by Investment Manager, allowing prompt notification to clients
* Saved Foreign Exchange Department over Twenty Thousand Dollars Monthly through Process FX Automation, saving time by eliminating the need to use manual tickets as items were processed directly on the system
* Received commendations from customers sent to bank managers and the bank president for outstanding Quality Commitment.
* Decreased the Client Service Team processing time from weeks to minutes using Crystal Report GUI for Analysis of STP Client Report Card, allowing for prompt delivery to the client and identification of potential problematic markets. |
|
| Bachelor Degree, Professional Technology Studies - Internet E-Commerce |
Jan 2009
to
Jun 2010 |
| PACE UNIVERSITY |
|
| Professional Degree, Associates Degree - Technology Systems |
Jan 1999
to
Dec 2001 |
| PACE UNIVERSITY |
|
| Certified Securities Operations Professional |
Dec 2001 |
| INSTITUTE OF CERTIFIED BANKERS (ICB) OF THE AMERICAN BANKERS ASSOCIATION (ABA) |
|
| Multimedia Applications |
Jun 1998 |
| PACE UNIVERSITY |
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