Treasury System Project Manager

Specialist Project ManagerProject Manager

Geoff Faulder is a Treasury System specialist Project Manager and has been employed in the area of Treasury, Banking, and investment technology for over thirty years.  Having worked for a number of leading providers of both consulting and software services in that time, Geoff now provides this experience directly to a range of clients in Australia and New Zealand.

OVERVIEW

A Financial Technology specialist with extensive experience in the use and implementation of practical technology solutions to complex financial requirements.

Significant experience in reviewing function versus requirements.

Highly developed project management skills to support the system selection and implementation process from requirements analysis through to Post Implementation Review

Ability to provide hands on approach to technology issue resolution.

CAREER SUMMARY

BIS Banking Systems London
– Product Development Manager
County Natwest Investment Management
– Front Office Developments Project Manager
KPMG (Project Manager)
– Associate Director Investment and Treasury Professional Services
SunGard
– Director of Professional Services (Project Manager/Director)
– Account Director Australia & New Zealand

More

Curriculum Vitae

OBJECTIVE:

Project Director / Treasury Technology consultant.

EXPERIENCE & ACCOMPLISHMENTS (SUMMARY):

  • Demonstrated Ability to manage multiple large/complex projects
  • Demonstrated success at liaison between all levels of Business, IT personnel and Vendor.
  • Experience at all stages of Project life cycle.
  • Strong familiarity with Treasury and Investment market operations.
  • Indepth knowledge of leading Treasury technology solutions
  • Experience in Managing geographically dispersed project teams
  • Previous Chair of FTA Executive Committee (Victorian Chapter)

Responsibilities:

Project Management:

  • Define and track essential project tasks
  • Focus project team on business objectives
  • Report Progress, Risks and budget to senior management
  • Act as mentor to project team

Report and System Configuration:

  • Develop and conduct targeted training to Project team
  • Conduct workshops combining system configuration with business structure and processes
  • Advise on system configuration
  • Design and build client specific reports
  • Project and Systems Review
  • Review project success in line with initial project variables including objectives, budget and duration
  • Review current use of system and report on potential improvements
  • Present to senior management “go forward” strategies to improve value received from technology investment

Accomplishments:

  • Wide range of Treasury and Finance projects of various size delivered on time and within Budget
  • Provide Project Management capability to larger (>$1,000,000) projects and Project Directorship to smaller (<$1,000,000) projects.
  • Managed Projects comprising combination of packaged and bespoke developments.
  • Introduced Internet based, multi-centred Treasury Systems.
  • Develop and Manage team to provide implementation, Training, and other services surrounding the Quantum Treasury Management system.

EDUCATIONAL EXPERIENCE:

Caringbah High School

University of Wollongong (Mathematics degree)

Various technical and consulting courses

PROFESSIONAL EXPERIENCE:

2003 to 2007 – SunGard Asia Pacific.
Account Director – Australia & New Zealand

Responsible for all managing relationships with 100+ existing accounts in Australia and New Zealand.  Liasing at Treasurer, Operations Manager and CFO level for tier two banks and corporate clients.  Also responsible for extending relationship through provision of new services, modules and systems to existing accounts.

Responsibilities Include;

  • Identifying key areas for improvement within Client organisations.
  • Development of proposals/plans for achieving greater benefit from SunGard relationship
  • Escalation point for service issues.
  • Regular client contact for briefing purposes
  • Review Energy Product fit with Australian Energy trading requirements

2000 to 2002 – Sungard Treasury Systems.
Director – Professional Services Asia Pacific

Responsible for all consulting activity in Asia Pacific with staff based in Singapore, Manilla, Sydney, Melbourne, and Auckland.  Services covered include Implementations, Training, Application Development, Business Processes and general Consulting

Responsibilities Include;

  • Expanding standards across the group and across functional areas.
  • Direct Line Management capacity for 12 consulting staff
  • Develop and Market additional consulting services.
  • Co-ordinate/manage multiple projects across multiple clients.
  • Direct involvement in large implementations at a management and steering committee level.
  • Member of Senior Management Team for the Quantum Business in Asia Pacific

1995 to 2000 – KPMG Information Solutions.
Associate Director Treasury Products – Professional Services

Employed to develop general IT consulting team focused on Treasury and Investment Management operations.  Shortly after joining, moved into management roll for Treasury Products group.

Responsibilities Include;

  • Defining and setting implementation standards for the group.
  • Manage Professional Services consulting staff
  • Develop and Market additional services areas.
  • Co-ordinate/manage multiple projects across multiple clients.
  • Direct involvement in selected implementations
  • Member of Senior Management Team for the Quantum Business in Australia

1993 to 1995 – County Natwest Australia Investment Management Ltd
Front Office Development Manager.

Employed to build and manage the Front Office development team of six staff in producing internal solutions to business requirements. Advised and assisted in defining roles and procedures for new IT department.

Responsibilities included;

  • Specification of new function requirements.
  • Support existing systems
  • Managing Development team in meeting goals and dead-lines to budget.
  • Designing and introducing methods of operation for department in the areas of;
  • Development.
  • Management reporting.
  • Support.
  • Quality Assurance.

1990 to 1993 – BIS Banking Systems (London).
Product Manager.

Initially employed as the marketing consultant for the Middle Office and Risk Management modules of Midas ABS. Promoted in September 1991 and given full responsibilities for managing the team of ten people developing the new Trader Support Module (OS/2 based). Marketing responsibilities were carried over with the promotion.

Marketing Responsibilities included;

  • Supporting sales and marketing effort world wide.
  • Building market perception of BIS as a credible supplier of Middle Office function.

Development Responsibilities included;

  • Specification of new function requirements.
  • Managing Development team in meeting goals and dead-lines.

1989 to 1990 – Towers, Perrin, Forster and Crosby, Inc.
Freelance Consultant

Employed on a short term contract basis, working within the Asset Consulting Services Division. This 6 Month Contract resulted in a new Survey production system and documentation of the survey production process. This allowed the freeing up of key staff from survey production activity.

Responsibilities included;

  • Documenting TPF&C’s Pooled Fund Survey procedures.
  • Developing Software system for Survey Production.

1987 to 1989 – Towers, Perrin, Forster and Crosby, Inc.
Consultant

Following the acquisition of Clarity by Towers Perrin responsibilities included;

  • Continued development of treasury systems.
  • Consulting role to both external clients and other sections of Towers Perrin.
  • Account and project management.

1985 to 1986 – Clarity Financial Services Software, Sydney
Senior Analyst/Programmer

  • Design and analysis of Forex and money market systems.
  • Development of software tools.
  • Pre and Post sales support.
  • Lead role in development team.

REFERENCES:

Professional and personal references available if requested.

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