Andrea Greenwood

Current

Director Program Management at Access Group

Past

Project Manager at Janney Montgomery Scott
Vice President; Finance Project Manager at JPMorgan Chase
Vice President, Finance Operations at J.P. Morgan Chase

Vice President, Finance Operations at J.P. Morgan Chase
Vice President, Business Process Design at J.P. Morgan Chase
Associate, Financial Analyst at J.P. Morgan Chase
Associate, Financial Analyst at Chemical Bank
Profitability Analyst at Bank of New York

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Education

State University of New York at Albany

Recommended

1 person has recommended Andrea

Connections

211 connections

Industry

Financial Services

Andrea Greenwood’s Summary

Project Management expert with a talent for diagnosing situations from a strategic and operational perspective and developing creative, effective solutions. Versatile business and technology leader, effective working in a variety of roles, within and across diverse cultures. Known for building and managing high-performing teams. Proven change management skills, leading teams through major business events and periods of rapid change.

Andrea Greenwood’s Specialties:

Project Management, Process Design, Finance Architecture, Finance Operations, Enterprise Finance Applications, Vendor Management, Design/Delivery of Training Programs, Organizational Development, Change Management, Leadership Development, Six Sigma, Capability Maturity Model (CMM), PMI/PMBOK, Merger integrations

Andrea Greenwood’s Experience

Director Program Management

Access Group

(Non-Profit; 201-500 employees; Financial Services industry)

September 2008 — Present (1 year 3 months)
Project Manager

Janney Montgomery Scott

(Privately Held; 1001-5000 employees; Financial Services industry)

January 2007 — December 2007 (1 year )

Janney Montgomery Scott LLC is a regional securities broker/dealer with a capital base of $300 million.

Managed diverse portfolio of projects while establishing a process design and project management program:
• Projects ranging from financial consultant recruiting to new product implementations. Achieved a 33% improvement in the production time frame for performance reports.
• Strengthened key vendor relationships. Negotiated favorable contract renewal for critical platform.
• Implemented project management methodology and tool set.
Vice President; Finance Project Manager

JPMorgan Chase

(Public Company; 10,001 or more employees; Financial Services industry)

January 2002 — March 2006 (4 years 3 months)

Led a series of projects to accelerate financial integrations, improve controls, and increase efficiencies including:
* Developed business processes and established an Operations team to support the introduction of a financial data warehouse
* Led the Finance operational integration and process design in support of the J.P. Morgan Chase and Bank One merger. Ensured the ongoing sustainability and control of the interim architecture. Resulted in extremely smooth conversion, quickly achieved post-implementation stabilization.
* Project manager for a portfolio of efforts focused on the financial control framework for derivative products. Reduced risk exposure on internal derivative trading differences from $1billion to $250 million.
* Implemented a global Project Accounting and Reporting System. Improved data collection and accuracy allowed the firm to realize a $10 million tax credit.
Vice President, Finance Operations

J.P. Morgan Chase

(Public Company; 10,001 or more employees; Banking industry)

September 2000 — December 2001 (1 year 4 months)

Responsible for critical JP Morgan and Chase Manhattan Bank Finance merger integration activities and for driving the department’s control, quality, and productivity agenda:
* Established a project management office that ensured the appropriate resourcing, monitored key deliverables, and chaired weekly updates with the leadership team.
* Performed strategic reviews for the merger including organizational alignment and location decisions.
* Monitored the operations ensuring that critical controls were appropriately tested and maintained. Received/maintained “well-controlled” audit rating. Sponsored and coached various Six Sigma projects.
Vice President, Finance Operations

J.P. Morgan Chase

(Public Company; 10,001 or more employees; Banking industry)

April 1998 — August 2000 (2 years 5 months)

Responsible for the global close process and the operational support for the financial applications:
* Minimized month-end control issues and improved client satisfaction by re-engineering the financial close processes. Improved on-time performance over 25%; achieved savings of $1.2 million.
* Expanded the Financial training program to create a more robust and process oriented approach.
Vice President, Business Process Design

J.P. Morgan Chase

(Public Company; 10,001 or more employees; Banking industry)

January 1996 — March 1998 (2 years 3 months)

Identified and implemented opportunities to improve the efficiency of financial division processes:
* Played key role in proposing an organizational change that led to the formation of a shared service organization and an associated $6 million savings.
* Developed and delivered change awareness training. Facilitated visioning and brain storming sessions.
Associate, Financial Analyst

J.P. Morgan Chase

(Public Company; 10,001 or more employees; Banking industry)

August 1993 — December 1995 (2 years 5 months)
Associate, Financial Analyst

Chemical Bank

(Public Company; 10,001 or more employees; Financial Services industry)

June 1989 — August 1993 (4 years 3 months)
Profitability Analyst

Bank of New York

(Public Company; 10,001 or more employees; Financial Services industry)

October 1987 — June 1989 (1 year 9 months)

Additional Information

Andrea Greenwood’s Interests:

Certified Neuro Linguistic Programming (NLP) Practitioner and Life Coach

Andrea Greenwood’s Groups:

Greater Philadelphia Senior Executive Group (GPSEG), Financial Executives Networking Group (FENG), Finance and Accounting Professionals, Execunet, ETPNetwork,