SUMMARY

• Certified Project Management Professional (PMP) with years of experience supporting fast paced project environments supporting system conversions, database conversions, and system implementations.
• Management experience, FTE tracking, SAP reporting, Department metrics, Operations updates, and Steering and Executive Committee reporting.
• Self - disciplined, conscientious professional with a strong work ethic, along with exceptional interpersonal/customer service and team building skills. Ability to manage multiple projects, or sub teams from inception to completion
• Years of project experience with Information Technology System implementations, data conversion, database conversion, testing, process development, and implementation of new products / services.
• Recent leadership role in a reporting, vendor management, and point-of-sale reporting environment utilizing MS-SQL and MS-SharePoint.
• Trained to apply PMI Project Management Organizational Process, (initiation, planning, and execution, controlling, and closing).
• Managed project development through weekly status meetings, issue tracking, milestone tracking, risk assessments, and ongoing communication with business owners.
• System experience with database management software and Microsoft applications including Access, Excel, PowerPoint, Project, SQL, Word, and Visio.
• Consulted with different lines of business on process improvements, developing user acceptance test plans, and organizing testing with business owners / end users.
• Skilled working with business owners to develop end user training that includes instructor presentations, participant exercise, training manuals, job aides, and training evaluations.
• Experience with SharePoint, Presage, SAP, and QA audit reviews.
• Experienced Securities Trader: Stocks, Bonds (Corporate, Municipals), Treasuries
• Portfolio Analyst: Performance Evaluations, Equity Analysis, Reporting
• System Administrator: System updates, Report creation, Database management

TECHNICAL SKILLS:

• MS-Project
• MS-VISIO
• MS-OFFICE
• MS-SHAREPOINT
• SQL
• MS-ACCESS
• SAP
• EXCEL
• POWERPOINT
• MS-WINDOWS
• Changepoint
• HP Quality Center

PROFESSIONAL EXPERIENCE

Confidential

Business Analyst

Responsibilities:

• Performed project schedule tracking and support, status reporting, HP Quality Center, Change-point
• Facilitated business unit meetings, maintained spreadsheets and updated databases. Handled Requirements, Test Planning, Test Scripts, Deployment Scheduling, and Application Implementation.
• Business Analyst requirements include Trouble Shooting System Issues, Developing SQL Database Scripts, and Researching Product Solutions.

Confidential

Project Manager/Senior Business Systems Analyst

Responsibilities:

• Performed project schedule tracking and support, status reporting, semi-annual QA audits, and metric reporting, presage updates, operations reporting, FTE tracking, and SAP reporting.
• Facilitated owners meetings, maintained spreadsheets and updated databases. Handled leadership reporting, vendor management, and point-of-sale reporting utilizing Access, SQL and SharePoint.
• Global Project Management responsibilities - Hardware changes, Software upgrades, Data transfers / conversions, and Application management

Confidential

Project Manager/Business Systems Analyst

Responsibilities:

• Performed risk assessments, multifactor verifications, process improvements, and vendor negotiation. Maintained compliance, and provided consulting services.
• Facilitating work breakdown structures, Develop project scheduling, Provide training, Status reporting, and Controlling project objectives / milestones.
• Worked on multiple projects - Software Upgrades, Host System Conversion, ACH Program Implementation, Commercial Product Implementation, Database Conversions, Fee Structure Implementations, Mortgage System Conversion, and Accounting System Implementation.
• Metavante Host Banking System development
• Create separate banking systems models for each state based on their individual regulations
• Corporate Systems Project Manager - Create, Test, and Implement banking products
• Exceptions Desktop - Create automated overdraft system that includes ATM.
• Develop matrix scoring for clients, Implementation of new fee structure, Develop client communication, System testing and implementation, Document process - procedures
• Project responsibilities included Systems Analyst, and Lead Project Manager
• Trust System Conversion - Upgrade trust banking system, Transfer assets to new holding company, and Initiate new client deliver system
• Conversion of client data, Develop / Deliver training program, Determine asset transfer needs (interest, dividends, sweeps, and settlements), Initiate asset transfer - determine reconciliation method, Redesign work space, Develop new job descriptions, Document process - procedures
• Mortgage System Conversion – Conversion of legacy mortgage system to PHH Mortgage
• Conversion of data, Archiving of legacy data, Implement Training, Develop process – procedures
• Project Responsibilities included Lead Project Manager
• Human Resources project team – merger of payroll systems, benefits, and staffin
• Worked with many conversion teams on Project Plan / Schedule development
• Facilitate meetings, develop project plan / schedule
• Functioned as the Task System Administrator and performed the portfolio performance evaluation.
• Managed portfolio performance software, converted data from host system
• Supported host trust management system, maintained investment portfolio reinvestment models
• Performed many roles, including: Securities Trader, Equity Analyst, and Trust Investment Committee member.