,
Named by The Root Magazine as one of The Seventeen Black Internet Pioneers http://theroot.com), my name is Mike Holman http://mikeholman.com/
I am more than happy to share my experience in the Custody space within Financial Services handling products such as Trade Settlement, Cash, Corporate Actions, income & more for years.
I have uncovered inconsistencies within the TBA (whose underlying securities are Mortgages) Reporting market. FINRA/SEC has passed a ruling allowing for greater transparency (the heart of Dodd Frank). More info is at my sites http://mikeholman.info/ , http://tbasecurity.info/ and http://mbssecurity.info/
I continue my work with further involvement in the Regulatory space using BI Tools such as Business Objects WEBI used by Social Solutions in their Efforts To Outcome ( ETO ) Application, MicroStrategy and QlikView. I am a Global Knowledge Certified Professional Business Analyst, Institute of Certified Bankers Certified Securities Operations Professional, New York State Teachers Assistant and trained New York State Security Officer. Of special note is that in the way of Information Security Governance, Risk and Compliance, I have used RSA Archer eGRC with Administration Access.
I have been on the phone with clients in Asia Pacific, Europe, South Africa, Western Hemisphere and Latin America at all hours to ensure timely settlement of trades in a Middle Office role as a Liaison between the Client and the Support Areas globally. Continuing my passion for Technology, I have worked within the Network space with VLAN and VOIP to further enhance the customer experience having a degree in Technology Systems from Pace University.
Having a foundation in running my own Communities (SharePoint, Bulletin Board Systems, Commercial Online Services from the then CompuServe and Microsoft Network to the now Facebook, Google Blogger, Twitter, Drupal and WordPress), helped me build and contribute to these Communities within the Enterprise.
Sincerely,
Michael Holman
WALL STREET AND TECHNOLOGY PROFESSION
EDUCATION
Bachelor of Science degree, Professional Technology Studies - Internet E-Commerce
PACE UNIVERSITY, Seidenberg School of Computer Science and Information Systems New York, NY
Associate of Science degree - Technology Systems
PACE UNIVERSITY, Seidenberg School of Computer Science and Information Systems New York, NY
Global Knowledge Training: Project Management Fundamentals, Business Analysis Essentials, Business Process Analysis, Requirements Development, Documentation, and Management
PROFESSIONAL EXPERIENCE
Marketing and Sales - Operations Analyst
CCA Consultant at
PricewaterhouseCoopers, New York, NY
September 2016 to Present
·
Downloaded Master Work Breakdown
Structure (WBS) data from SQL
Callidus online Database and
imported data into MS Access Database. Ran queries for Table updates. Imported
new XLos WBS Code data into
MS Access Database. Exported results
to MS Excel formatting data and
importing new data into SQL Database.
·
Imported Client Relationship Executives
Contract information for all Regions into the
Lotus Notes Database. Downloaded all
open cases for Credit Approval Case
Report for the New York Regions. Exported firm Directory from Lotus Notes for
review. Performed Review of
Google Groups and assigned members
for updates as needed. Ran queries on Partners worldwide from the
Lotus Notes Database as well as the
SQL Callidus Database.
·
Deleted and/or Inactivated Client
Assignments for Cases as needed from the
SQL Database. Combined numerous
MS Excel Reports into on master
file. Ran queries on the SQL and
MS Access Database for missing
WBS codes. Created
MS Excel Macros for various Database
reports.
·
Performed preparation of PCS Statements
for Quarterly Review.
·
Redesigned numerous Global Finance
System (GFS) Reports from the old format to the new format online,
identifying and reporting differences in new format with WBS Codes summaries
versus individual Line Of Service counts
·
Used SAP BEx Business Objects Explorer
built into MSExcel to create reports and eliminate Line Of Services differences.
Business Explorer allowed for number
task to be done efficiently all with MS Excel exclusively
·
Monitored Message Transmissions of the
On Demand Integrator (ODI) of data data which uses
Oracle, Informatica, FTP and SSH from
Callidus to the
Global Finance System (GFS)
·
Maintained the Marketing & Sales Ops Data & Reporting Table of Contents on
Google Drive with Links to documents
·
Completed tasks on the Global Portal
project and decreased time by converting two very large
MS Excel files, which combined
exceeded the application limits, into one
MS Access Database performing
MS Access queries as needed
Data Analyst (Contract)
October 2015
to
September 2016
1199SEIU,
New York, NY
·
Analyzed Data on various Campaigns by building an MS Access Database to run
Queries via SQL/VBA and Reports for data counts and complete information on
Registered and Non Registered Health Care Workers along with full contact
information for each worker. Maintained a database for each Agency who employed
these workers with their contact information. Imported NPI Data info into
created MySQL Database at
http://www.npi-db.info/db
for further review of all NY Data versus data already within the MS
Access Database. Used NPG VAN to setup users, import bulk report and run
analysis on Agency and Worker data.
Global System Administrator (Contract)
February 2015
to
October 2015
Colgate Palmolive,
New York, NY
·
Administered Consumer Relationship Management for the
Global Consumer Response System
(Global CRS) which captures Consumer
feedback via Social Media (Facebook, Twitter, LinkedIn, etc.), Web Contact Us
Page, Phone, Chat and Email within
Global Consumer Affairs provided by the Vendor Of choice,
Wilke Global, along with related
Security and Master Data Management
processes to ensure optimization for the Global users. Personally processed over
nine hundred and seventy five Metadata
Change Request (MCR) updates to Global CRS to correct data related to the
Global Users in Latin America and other Regions. Helped ensure validation
fitness of Global CRS worldwide while assisting with the expansion of technical
capabilities. Assisted the Technology Analyst with delivering process and
workflow improvements. Helped fulfill ad-hoc and validated reporting
requirements such as the Monthly Sales Module Reporting with comparison of
Database existing Products to the same Products produced by the
SAP program.
Obtained membership within the
Society of Consumer Affairs Professionals (SOCAP) to keep abreast of the
latest trends within the Consumer Affairs Community.
Analyst (Contract)
September 2014
to
January 2015
Related Companies,
New York, NY
·
Within the Accounting Group assisted
with Financial Planning and Analysis (
FP&A ) Data Analysis projects
using MS Excel Pivot Tables and
VLookups to create Consolidated
Reports for
Travel and Expense (T&E), Telecom,
Inventory and Human Resource Management.
Studied System training module inclusive of testing for
JD Edwards EnterpriseOne system (JDE)
which serves as the firm’s Global
Customer Relationship Management System (CRM) for contacts,
Journal Entries, HR, Accounts Receivable
and Accounts Payable. Performed
analysis on Real Estate Vendor Waivers
for various Projects and Billing
amounts to verify payments made.
Performed Analysis relative to Related
Entity Names and Levels within
the organization to maintain consistency with
Human Resource database. Performed
Analysis related to Telecom Carriers
statements to analyze billing usage firm wide to maintain accuracy with Vendor
Billing and Internal Consolidated Billing. Performed
Travel and Expense Analysis related
to Credit Card Vendor
and Internal Billing System (Tenrox) for
Domestic and Global to ensure accuracy with
Currency Foreign Exchange Rates
received from Vendor vs average market
currency rates.
Senior Data Analyst (Contract)
January 2014
to
August 2014
Citigroup,
New York, NY
·
Within Regulatory Reporting within
the Derivatives space, as
The Project Lead, created from the
ground up a SharePoint Site for
utilization by the Risk and Finance
Teams for review of Notional Analysis
surrounding various Product Processor systems as Oasys, S2, RRAI, Treasury, etc
using Business Intelligence tools such as
Qlikview, Business Objects and
MicroStrategy. Used
MS Excel to create
Derivative Sub Instrument Reports
via Pivot Tables and
VLookups. . Performed data analysis
with regard to client requests and developed rules and methodologies for
effective data management. Assured the integrity of project data, including data
extraction, storage, manipulation, processing and analysis.
Desktop Support and Facilities Administration, (Contract)
August 2013
to
January 2014
Emerge212,
New York, NY
·
Created MS Excel BandWidth Usage Reports using Pivot Tables to determine
appropriate usage by Tenants. Efficiently handled logistics and coordination for
the Emerge212 Centers, as it relates to all aspects of technical and network
(Virtual Local Area Network / VLAN / Routed IP / Public IP (Router On A Stick) /
Voice Over Internet Protocal / VOIP, Voice Portal / Self Provisioning /
Voicemail / Hunt Groups / Voicemail via Email )
functionality/ support via the use of the fully Automated and Advanced
Systems of the key Vendor WUN Systems. Simultaneously supported
the Emerge212 infrastructure as well as
ensure that all systems for both tenants of Emerge212 are running smoothly.
Business Analyst,
(Contract)
July 2013 to July
2013
SONY,
550 Madison Avenue
New York, NY
·
As an RSA Archer eGRC Admin, setup
new users. Using MS Excel VLookups
and Pivot Tables, created as well as
Uploaded Processes, Sub Processes,
Controls and Questionnaires. Worked on Migration from Legacy Socrates System
to the New RSA Archer eGRC Platform,
comparing data in the Legacy System to the New Systems for Accuracy, reporting
back to Manager.
Student : March 2012 to June 2013
Global Knowledge Training,
New York,
NY
·
Coursework
in:
Business Analysis Essentials, Business Process Analysis, Requirements
Development, Documentation, and Management
and
Project Management Fundamentals
Business
Data
Analyst
(Contract) (Work moved to Mumbai, India),
April
2011
to
February 2012
JP Morgan – Treasury & Securities Services (TSS), New York, NY
·
As The Project Lead, Built
MS SharePoint sites and sub sites
for Global Collaboration (Files, Calendars, Messaging, etc.) of Work with User
Administration responsibilities.
·
Creation of various SharePoint Sites, Data Population and User Access Management
·
Daily using Business Objects Enterprise
Data warehouse, MS Excel, Pivots Tables, etc. across
Trade, Cash, Corporate Actions, Income
and Securities Lending product lines, personally identified gaps in Security
Identification of TBA Securities causing incorrect data to be reported for years
to numerous large client across various sectors. The correction will result in
more accurate reporting by teams in Mumbai and New York.
Finance and Accounting Analyst,
(Contract)
June
2010 to
April 2011
JP Morgan – Investment Bank, New York, NY
·
Assisted Business Management for the Investment Bank's Finance and Business
Management Group in reporting on Prime Brokerage/Equity Finance, Broker Dealer
Services, Global Futures & Options and OTC Clearing lines of business as it
related to Business Cases, Headcount Productivity, Booking of Project
Time/Expense, Open/Closed Requisitions and Yearly Plan Reporting bringing report
such as the Missing Time Report from 50% to 100% efficiency to accurately
account of time and expense using Business Objects
Enterprise Data warehouse Reports.
Student January 2010 to May 2010
Global Knowledge Training,
New York,
NY
·
Coursework
in:
Business Analysis Essentials, Business Process Analysis, Requirements
Development, Documentation, and Management
and
Project Management Fundamentals
Business
Data
Analyst,
(3 Month Contract)
October
2009 to December
2009
Morgan Stanley New York, New York, NY
·
As part of the Enterprise Services Business Unit, reviewed the exported Vendor
Invoice Data Files created using
Business Objects XI R3
Enterprise Data warehouse
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.
Student : May 2009 to September 2009
Global Knowledge Training,
New York,
NY
·
Coursework
in:
Business Analysis Essentials, Business Process Analysis, Requirements
Development, Documentation, and Management
and
Project Management Fundamentals
Operations Risk Technical Analyst,
(3 Month Contract)
February
2009 to April
2009
The Federal Home Loan Bank of New York, New York, NY
·
Participated in FHLBNY process reviews relative to security identifier systems
issues with Money Market, Derivatives,
Repos, Fixed Income, Equity,
Municipal Bond and
Securities Lending
·
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. This assisted in Risk
Assessment relative to integrity of customer data.
·
Improved efficiency by decreasing Ops Risk Team processing time by
Fifty Percent using
MS Excel
defined names
along with pivot tables of
Business Objects XI R2
Enterprise Data warehouse
User Activity Reports from weeks to hours
Strategy Support Specialist and Senior Coverage
Officer (Full
Time)
June
2006 to January
2009
JP Morgan, New York, NY
·
Built Lotus Notes QuickPlace
(succeeded by MS SharePoint) sites
for Global Collaboration (Files, Calendars, Messaging, etc.) of Work with User
Administration responsibilities.
·
Liaison between the internal business groups and technology product teams to
meet requirements.
·
Responsible for overseeing timely GL,
Trade Finance Settlement, Cash Settlement, Income, Corporate Actions
events of Fixed Income, Equity, Money
Market Deposits, Derivatives, Repos, Municipal Bonds
products and Securities Lending
·
Reduced processing time for the Finance and Market Products Securities Lending
using MS Excel
Pivot Tables, VLookups and
MS PowerPoint
reports by Seventy Five Percent
going from days to minutes by implementing
Business Objects XI R2 Enterprise in
UAT/PROD
Custody Officer (Full
Time)
April
2002 to June
2006
The Bank of New York, New York, NY
·
Responsible for overseeing timely Trade
Settlement, Cash Settlement, Income, Corporate Actions
events of Fixed Income, Equity, Money
Market, Derivatives, Repos, Municipal Bonds products and
Securities Lending
leveraging MS Excel Pivot Tables and
VLookups.
·
Enhanced the Client Service Team processing time from weeks to minutes using
Crystal Reports GUI for Analysis of
STP
Client Report Card,
allowing for prompt delivery to the client and identification of potential
problematic markets
·
Daily monitored Client exposure working with the
Compliance Officer to mitigate risk
relative domestic and international currency balances and obtaining necessary
Credit Officer Approvals
as needed.
Training Specialist
(Full Time)
March 2001 to March 2002
Depository Trust and Clearing, New York, NY
Delivered Training to the Financial Community, promoting awareness of DTC and
NSCC core products. Maintained proficiency in DTC/NSCC core products such as
Problem Resolution, Reconciliation, Deposits, Withdrawals, Reorganization
(Corporate Actions), Settlement, Dividends, Continuous Net Settlement (CNS) and
Automated Customer Account Transfer System (ACATS).
Management (CRM) Peregrine Incident Tracking System.
Selected accomplishments:
·
Received company Rewards and Recognition certificate for excellence in handling
the project management function of the roll out of the Financial Community Focus
Workshop working with project managers.
·
Received a company Reward and Recognition certificate for participation in a
special Task Force that identified and resolved problems in dealing with online
(PINS) and Call Center inquiries (logged on Peregine Systems) from the financial
community.
Training Specialist
(Full Time)
December
1998
to March 2001
The Bank of New York, New York, NY
Assistant Treasurer and Training Specialist of internal and external customers
in the U.S. and Europe on Banks Domestic Operations/Systems (ASP, TAS, FRB, MBS,
Money Market, Fixed Income and Government versus Security Master CUSIP
information) and Global Operations/Systems (GSP, IMMS and EuroClear versus
Security Master ISIN information).
Selected accomplishments:
·
Personally trained the newly acquired Royal Bank Of Scotland/BNYE Group.
·
Designed training program on effectively implementing company’s On Demand Report
system designed to improve delivery of historical data information to customers.
·
Designed Microsoft Access 2000 Database to track all participants in the
Training Programs and Designed Query Reports for Monthly statistics and Trend
Analysis.
Assistant Treasurer
(Full Time)
May
1988 to December 1998
The Bank of New York, New York, NY
Investment Manager Services
Dept.
·
Served as Global Account Officer. Placed inquiry on Failing Global Currency and
Security trades to offices in London and Belgium. Requested Foreign
Exchange transactions as needed. Sent Global Customer daily Reports on Failing
Global Trades and Nostro Exceptions. Reported Customer Over limit Exceptions on
Global Currency Credit Lines. Corresponded with Customers and Global Operations
in New York, London, Brussels and Asia via phone and online Lotus Notes Server
and Workstations.
·
Served as an Domestic Account Officer in Investment Manager Services. Investment
Liaison between Customers Investment Managers and Bank Administration Run daily
Online DTC Reports to confirm broker instructions to customer confirmations.
Inform Securities Lending Administrator of customer requests to sell Securities
that are on loan, so Administrator can call back the loan. Notify Investment
Manager of various Corporate Actions (Called Bonds, Tender Offers, elections,
etc.) and receive Investment Manager decision on Participation if needed.
Foreign Exchange Support
Dept.
·
Supervised Multi-Agreement Processing Unit (MAP) staff.
Saved Foreign Exchange Department over $20,000 monthly through Process FX
Automation, saving time by eliminating the need to use manual tickets as items
were processed directly on the system.
Designed Global Trading Flow Charts with
work flows for various departments outlining flow of work from Trading Front
office system to Back Office main frame operations system. Compared System
Specification of SWIFT transmissions to actually system-generated transactions
received. Processed Foreign Exchange Transactions. Handled FX
confirmations via phone and Reuters. Checked customer FX Credit Limits.
Processed Foreign Exchange Options, Swaps, Spot, forward, and Compensation
deals. Processed transactions relating to Offshore Funding and Grand Cayman.
Process funds Transfer transactions. Processed all transactions using CICS
mainframe as well as Client/Server. Monitored System Status on VAX/MBX Terminal
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