Jay Resnick is a senior IT project manager with over 20 years of experience managing technology projects for financial services companies. He has extensive experience developing and deploying software, managing multimillion dollar projects, and leading teams of developers. Resnick has a proven track record of delivering projects on time and under budget while aligning technology solutions with business goals.

1. Jay Resnick, Senior IT Project Manager
675 East Street Road, #718  Warminster, PA 18974  215 396-1112  jaymresnick@gmail.com
TECHNOLOGY MANAGEMENT  ENTERPRISE IMPLEMENTATIONS  FINANCIAL SERVICES
Banking – Brokerage - Retirement Products
Application/Software Development – Program/Portfolio Management
 Seasoned project/technology manager; extensive experience in software development and
deployment utilizing a variety of operating environments across multiple organizations.
 Business strategist; plan and manage multimillion-dollar projects aligning business goals with
technology solutions to drive process improvements, competitive advantage and bottom-line results.
 Excellent communicator; leverage technical, business and financial acumen to communicate
effectively with client executives and their respective teams.
 Expert in waterfall project management and experienced with agile methodologies. Able to
manage large project teams and known for high-quality deliverables that meet or exceed timeline
and budgetary targets.
Skills Summary
Project Management:
Custom Software Development
Program Management /PMO
Enterprise-wide Implementations
IT Strategy Development
Acquisition/Integration
IT Project Lifecycle:
Requirements Analysis
ROI Analysis
Costing & Budgeting
Project Scheduling
Testing/QA/Rollout/Support
Value-Added Leadership:
Cross-Functional Supervision
Team Building & Mentoring
Client Relations &
Presentations
Business & IT Planning
Vendor Management
Professional Accomplishments
 RIT/USA Today National Quality Award Winner.
 Dalbar Seal awarded for development of 401(k) Statement Design and Implementation. Achieved
a $7MM savings by in-sourcing statement generation.
 Proven decision-making ability in identifying and solving technical problems. Experience
implementing appropriate technology and methodologies to improve software reliability.
 Proficiency building and maintaining detailed project plans incorporating reporting metrics, risk
identification and mitigation strategies and working with senior management.
 Team builder with 20+ years of experience in all phases of the SDLC, budgeting, staff
development (involving diverse teams with on and off-shore resources), talent recruitment,
coaching, mentoring, and motivating technical staff with a constant focus on stakeholder needs
and bottom line results.
 Developed and managed 401(K) trading platform (Equities, mutual funds).
 Authored ML Retirement Group data strategy – integrated with firm-wide initiative.
 Managed technical teams through acquisition and integration of three firms.

2. Professional Experience
Kforce – Consultant (Merrill Lynch / Bank of America)
Pennington, NJ ● April 2011 – April 2014; July 2014 - Present
 Program / Project Manager.
 Liaise with business partners and stakeholders continually to ensure business goals are met.
 Develop and maintain MS Project plans and WBS to track progress to milestones.
 Track projects following DMAIC phases.
 Participated in tollgate reviews for each DMAIC phase.
 Identify and track project risks throughout project lifecycle.
 Hold weekly project status calls with stakeholders from requirements definition and sign-off
through UAT (User Acceptance Testing) and deployment.
o Report project progress to management on a weekly basis in both reports and via firm-
wide management tools.
o Raise issues (as appropriate) to management to mitigate risk and/or adjust project
plan/deliverables to accommodate changes.
 Tracked variance to budget (in Clarity) throughout development effort.
 Baseline requirements (as defined in CaseManager) and adjusted plans/deliverables as
appropriate to reflect changes in scope, budget, etc.
 Involve other areas as needed (e.g., Architecture, Engineering) to ensure compliance with firm
standards.
 Participate in all testing phases – working closely with Tech and Business partners to gain sign-
offs for each before advancing to next testing level.
 Document and maintain ongoing issues list using HP QC (Quality Center) for entire project
lifecycle.
REF Computer Corp – Consultant (Merrill Lynch / Bank of America)
Pennington, NJ ● June 2010 – September 2010
 Established two teams of ten consultants each to monitor account openings and data integrity of
existing and merging of accounts.
 Supported Client On-boarding and Data Governance area including telephone support working
closely with ML management team and internal clients.
 Interviewed and oriented new staff to the environment.
US Census – Manager, NRFU
Trevose, PA ● April 2010 – June 2010
 Managed team of 20 office staff – responsible for preparation, tracking, reporting of census forms
used by field personnel.
 Worked with management team to appropriately allocate staff, track progress to goals, resolution
and escalation of issues.

3. Merrill Lynch – VP Technology
Pennington, NJ ● 1990 - 2008
 Retirement Technology Group
o Stock Option System
 Managed team of 27 developers supporting and enhancing existing SOP system.
 Integrated off-shore resources, including contract negotiation, budgeting, planning
and deployment of scheduled software releases.
 Involved with technology strategy planning, platform upgrades (Oracle 10g), new
deployment strategies (SCM), migration of existing client transmissions from UNIX
platform (Crontab) to Autosys.
o Participant Statements
 Achieved savings of $7MM by in-sourcing statement generation and mailing.
 Produced and mailed 2.1 statements quarterly within ten day window using
ExStream software (after evaluating competing products and platforms before
selecting ExStream).
 Was senior technical person on the national RIT/USA Today Quality Award
winning team that also received the Dalbar Award for the ML 401(k) Millennium
statement.
o Trading / Reconciliation Systems
 Involved with three acquisitions and integration of staff and technology platforms.
Managed staff of 80+ in multiple locations including San Francisco and Atlanta.
 Designed and built the mutual funds trading system supporting all 401(k) trading
accounts and their daily reconciliation – calculated daily NAV and weighted price
averages for retirement clients.
 Designed and implemented Retirement Group’s Equity Trading platform including
automated true-up trading to keep plans reconciled with Trust accounts and
related Trust statements.
o Technology Strategy / Data Strategy
 Authored technology strategy document for RGT outlining direction for the three
and five year planning.
 Represented the Retirement Group in firm-wide data strategy effort and migration
to firm-wide hub.
 Implemented new standards as part of firm-wide initiatives; developed disaster
recovery / contingency plans.
OTHER INFORMATION
Proficiency with:
MS Project, MS Word, Visio, MS PowerPoint, MS Excel and MS FrontPage. Clarity, CIPS, CQ/ALM
References available upon request.
LinkedIn Profile: https://www.linkedin.com/profile/view?id=69237571&trk=nav_responsive_tab_profile
EDUCATION
Brooklyn College, Brooklyn, New York
1973-1977 ● Major – English