Archive for the ‘New York’ Category

Celerity Announces a New Partnership with a Global Financial Services Company in N.Y.

Thursday, September 9th, 2010

New York, NY – Celerity is pleased to announce a new partnership with a global financial services provider engaged in retail, corporate and investment banking, as well as wealth management. We recently signed a Master Agreement with the client for non-IT services to provide professional consulting. Under the agreement, Celerity will have the opportunity to perform work that focuses on business process improvement support, the alignment of technology with business or process strategy, assistance in the finance area, as well as other consultancy offerings. This client win is a result of the long standing relationship that the New York team, Mike King, Dina Gomes and EJ Winn, have with multiple client managers at this financial services organization.

David Kelly is the acting Account Manager for this client and he has won a project within the firm’s U.S. Regulatory Reporting group. This division is primarily responsible for financial and other periodic reporting submissions to various broker-dealer and banking supervisory authorities in the U.S. The project work includes assisting the Regulatory Reporting Production Team perform Daily Financial Services Authority (FSA) calculations under SEC haircuts (15c3-1) as well as to assist in the customer reserve formula computation (SEC Rule 15c3-3) and analysis. Additionally, our consultants will assist in the computation of SEC standard haircuts, perform and enhance reconciliation processes around the calculation and work with the business to deliver ad-hoc management information reports. The engagement is expected to last for six months with the opportunity to continue to add consulting support to the project.

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Major Project Win with NY Health Care Client

Tuesday, April 20th, 2010

New York, NY - Celerity is pleased to announce they have won a two-phased Statement of Work (SOW) with a major health care client.  The SOW entails assessment and project management for the client’s business testing activities across its strategic technology platform that is being developed to radically change the manner in which the client provides and manages health care for patients, doctors and corporate clients. The opportunity arose due to the long standing relationship that EJ Winn, Service Delivery Director New York, and Maureen Carroll, Account Executive in the Hartford office, have with the client manager.

The project has many aspects to consider including the need to perform a quick assessment, prioritize an action plan to document test cases, content and scenarios and to execute the test strategy to support the project. It is a unique fit for Celerity consultants that will allow them to leverage our test management framework through performing the assessment and creating an execution strategy.

In the first phase, Celerity consultants will analyze the current business operating environment and create a business test strategy that will conduct extensive testing of the application.  Celerity will partner with the business user team to align test scenarios with business processes and recommended a governance model to manage scenario and content development. Additionally, Celerity will support the business in defining and executing the business test plan. During the second phase, our consultants will focus on the execution of the business test strategy.  This includes the execution of the test activities to provide the desired functional testing needs of the business scenarios and content as well as a change management strategy to address the quality review procedures and identification and remediation of defects. Celerity’s approach to this engagement will insure that there is proper alignment between the business and IT test plans and the execution of all test activity.

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International Data Warehouse Project Win

Saturday, December 5th, 2009

New York, NY – Congratulations to EJ Winn, Client Delivery Director/New York for winning a solutions piece of business with a prestigious private banking client on their International Data Warehouse project. EJ will be leading the effort as Project Manager. The opportunity arose due to the long standing relationship that Mike King, President/New York and our New York office have with the Managing Director. The win provides us with additional insight into the company and complements the work currently being undertaken on the investment banking side of their business.

The International Data Warehouse project will enhance system functionality and reporting capabilities. It is expected that the system changes and improved functionality will allow improved measurement, reporting and allocation of revenues and expenses and improve management information and decision making.

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New York Office Relocates

Saturday, February 2nd, 2008

New York, NY – Celerity is pleased to announce the move of its New York office.  While the office is still in Penn Plaza, it is now located in a different building.

Please make note of the following new address:

11 Penn Plaza, 5th Floor
New York, NY 10001

Phone, fax, e-mails, and website remain the same.

New York Main Phone Number: 212.244.2771
New York Fax Number: 212.835.1675
www.celerity.com

» Get Directions to New York Office

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