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Work experience

Principal Member

Commercial Contracts Divsion

  • Principal member of a team of professional recruited to bid on and win commercial business contracts for systems development projects.
  • Member of the proposal teams for two winning bids, a conversion contract for JPMorgan and a contract to build the Fuel Usage Tax System with Lockheed Data Systems.
Apr 2006Present

Project Manager

Lead teams of contract and internal client resources through all technology project lifecycle phases. Gather and analyze requirements, develop technical specifications, prepare solution strategies, and present recommendations to client leadership. Define project plans, including scope, milestones, deliverables, and resource requirements. Oversee design and execution of quality assurance and user acceptance testing. Coordinate change and release management. Direct team communications and client status reporting. Administer budgets of up to $1M.

  • Recruited to direct multiple high-profile IT initiatives and to provide business analysis for JPMorgan Chase Asset Management Profitability Reporting.
    • Led teams through design, development, testing, and implementation for series of projects aimed at reducing financial reporting time line from 10 to 8 business days.
    • Created Fusion Web Portal to maintain key reference data dimensions within $400K budget that delivered 25% cycle time improvement.
    • Overhauled profitability data repository by transitioning from Access to secure Hyperion Essbase platform. Devised and executed rigorous, 4-month parallel testing plan as well as intensive end-user training sessions.
    • Collaborated with 2 other project teams to ensure proper migration of data feeds from 3 major new source suppliers.
    • Spearheaded reference data cleanup and process improvement initiatives that strengthened data integrity and reduced operation/support costs. Served as Program Manager for technology project portfolio impacting downstream systems and applications for the Investment Bank Financial Reference Data Group.
  • Served as a Project Manager for the Investment Bank technology project portfolio impacting downstream systems and applications for the Investment Bank Financial Reference Data Group.
    • Orchestrated change management analysis and development for more than 180 applications with expansion of financial reference data to 10 digits.
    • Coordinated testing and development of more than 80 applications during transition from PeopleSoft HR to SAP platform.
    • Analyzed requirements and process improvement opportunities for general ledger accounting migration to SAP.
Aug 2005Apr 2006

Business Process Consultant

FBI Biometric Identification Project

Interfaced with key FBI and related agency stakeholders to gather, define, and prepare comprehensive business/functional requirements for next generation biometric identification system leveraging state-of-the-art technology.

Crafted interview methodologies and questionnaires in alignment with Statement of Work (SoW). Documented and presented findings to client leadership.

Oct 1996Aug 2005

Project Manager / Business Analyst / Software Developer

  • Developed a JAVA web based portal (SPYDER) to track, report and manage Forward Purchase Agreements for the Finance operations group in the New York office. Totally owned this effort from business development, requirements gathering, budgeting, reverse engineering existing VB application, Sybase database design, Unix K shell development, Web portal design, and development of Sybase stored procedures. Directed one JAVA developer who was working from a remote location. This new system increased operations staff efficiency by 400% reducing a 40 hour per month job to 10 hours per month.
  • Served as technical lead for the Municipal Reinvestment System (MRS) Led in the design, development and implementation of this client server windows based system to track and report on Guaranteed Investment Contracts owned by the Investment Bank. Designed the Sybase data base and wrote stored procedures to capture business rules. Managed a local development team to build, test and implement MRS for users in New York and Delaware. This system allowed operations management to reduce headcount for maintenance of GIC Agreements by 50%.
  • The Proprietary Positioning Business at JPMorgan also adopted this system to track the Investment Agreements in it's portfolio. Implementation of this system for this business resulted in reducing headcount for PPB Investment Agreements by 75%.
  • Led major conversion efforts for the conversion of Fixed Income products, after the merger of JPMorgan and Chase Manhattan banks. This task involved the analysis of file and table layouts, development of UNIX shell scripts to import data and the Sybase stored procedures for loading converted data into existing tables.
  • Tasked to represent the Fixed Income Back Office systems for a major project to combine reporting of Fixed Income, Equities and European trading to create firm wide reporting capabilities. Reported to the head of Fixed Income Technical operations in all aspects of the project. My assessment of the project status, development effort and operational plan was instrumental in the FI operations managers decision to withdrawal from the project and ultimately avoid being caught up in a major business failure and saving Fixed Income operations over 1 million dollars.
  • Identified and marked for correction any potential problems from the calendar advance to the year 2000. FI settlement and accounting systems went into the year 2000 with no major issues and few reported incidents.
  • Programmer Analyst in support of building and maintaining various processes with the STARS fixed income settlement system
  • Developed the MARC system using (Sybase and Unix shell scripts) used by the finance desk to identify and mitigate trading position exposure

Business Analyst / Software Developer

  • Project Lead - design, development and implementation of a Client Server property accounting system for the accounting group at MCI.

Software Developer

  • Application programmer for Commercial Rate Management System

Project Manager

SRA Project Manager for the Fuel Usage Tax System

  • Led a team of SRA professionals in the design and development of the a system used to process tax returns for interstate trucking
  • The teams were located in Arlington VA, and at the customers site in Tarrytown NY

SRA Consultant to Met Life

  • On site in Greenville SC to aid the Met Life technology team in the design and development of a Dental Benefits and Enrollment system for company dental plans

SRA Consultant to USAble

  • On site in Little Rock, AK to design and develop and enrollement and benefits insurance system.

Application Developer / On Site Consultant

  • Key Member of the team to build the STARS Fixed Income settlement system for JPMorgan in New York
  • Developer for the DSACS system for the Department of Defense, in Rock Island, Iowa
  • Member of the production support team for the NAVSEA contract with the US Navy.




Computer Learning Center
Jan 1986Jun 1990

Bachelors of Science

University of Maryland, University College


Technology Background
Designed, built, tested, implemented and converted hundreds of systems over the last 20 years.
Business Analysis
Top of the class requirements gathering, use cases, data modeling and writing skills. 
Resource Management
Today, more than ever, business needs to be able to do more with less resources.
Team Lead
I know how to motivate and mentor team members to reach for excellence.
Project Planning and Management


Jill Itzkowitz

"Ed has superior communication and issue management skills. He is always clear and concise with written and oral communication. He always tries to tailor his communication to the level of his audience - from coder to senior manager. Ed is also effective in partnering with others to resolve issues, and moving tasks forward. He is an excellent team player -- even with the most difficult people. He has really helped the Finance and Technology teams have a better working relationship."

Tim Heintz

"Ed fit in well with the team and established long term personal/professional relationships with several of us. Ed was a valuable member of the project team, consistently contributing above average work products and providing solid input into process definition, requirements analysis, and team building exercises."

Rob Dapice

"During his time with my group, Ed made a significant impact on the business in support of our Investment Management financial reporting application. Ed was responsible for project management and tracking for a number of successful project implementations. He did an outstanding job. He possesses strong communication skills, technical system knowledge and phenomenal project management discipline."



Project Management Institute

Value Presentation


  • Project Manager
  • Business Analyst
  • People Motivator
  • Problem Solver
  • Technical Background
  • Agent for Change
  • Strong Communicator
  • Positive Thinker
  • Decision Maker


My professional goals include providing superior management and project management capabilities to organizations that need to raise the bar in these disciplines.

I also believe that I can and do make a difference when I bring my skills, experience and personality to a team environment.

I want to bring a positive attitude and uplifting spirit to the people I have the privilege to work with.

Technical Skills

  • Microsoft Office Suite
  • Microsoft Project
  • Hyperion Essbase
  • Business Objects
  • IBM Requisite Pro
  • Rational Clear Case
  • Sybase
  • Transact - SQL
  • UNIX Shell Scripts


Recognized consistently as a manager who is able to overcome obstacles, make decisions, motivate team members to excel and to bring projects to an on time and on budget completion.

Driven technical management professional combines PMP certification with solid experience gathering requirements, analyzing business needs, and guiding business and IT projects through their full lifecycle to develop and implement streamlined business processes and technology solutions. Excellent communication, training, and problem-solving skills; can convey complex technical concepts to users and colleagues of all levels. Adept at leading multiple concurrent projects as part of program management initiative.