PROFESSIONAL SUMMARY

MBA and certified PMP with over fifteen 15 years ofProgram/Project Management experience working with both internal clients and external customers. Additional experience includes Manager, Project Lead, Team Lead, and Business Analyst. Experience includes both Waterfall and Iterative project management utilizing PMBOK,SDLC, DMAIC, PLC project life cycle styles and Six-Sigma tools, managing projects from inception through completion for programs and all sizes of projects from large, highly complex multi-year programs and projects to short-duration projects. Project experience includes new software development and enhancements, packaged software evaluation, procurement and implementation, for digital web/internet, server and mainframe projects. Extensive experience in performing feasibility studies and developing scope, in cost management estimating, funding, budgeting, forecasting, controlling, and reporting , in developing and managing project plans, timelines and deliverables, in identifying and managing risks and issues, in managing change, and in managing stakeholders and local, distanced and vendor resources. Also experienced in performing needs analysis and requirements definition, in evaluating vendors and managing vendor relationships, in developing proposals, and in creating and providing training and business use documents/manuals.

PROFESSIONAL EXPERIENCE

Confidential

Consultant Project Manager

Senior Business Analyst

• Worked with major line of business stakeholders to gather business requirements for sending commercial account information to credit reporting agencies Risk and Regulatory project involving government guaranteed loans .
• Determined qualities and requirements for software package to purchase and utilize for sending information to the credit reporting agencies
• Worked with selected vendor Automated Financial Systems to assure that their software met the determined requirements and defined any required customizations.
• Worked with representatives from credit reporting agencies to ascertain that reporting met their requirements.
• Produced Project Charter, Business Requirements Document, Functional Requirements Document, Test Plan, New and Regression Test Cases, Detailed Layout Document, and Business Use Aids.
• Responsibilities included executive interface and reporting.

Confidential

Consultant - Program Manager / Senior Project Manager

• Managed Dodd-Frank programincluding multiple regulatory projects for Home Lending, Consumer Credit, and Collections areas.
• Partnered with Legal Counsel and resources from Data Warehouse and Human Resources areas to ensure project deliverables were being met and projects were within timeline and budget.
• Responsibilities included executive interface and status reporting, management of cross-discipline project staff and project budgets, identification and management of risks and issues.
• Participated in scrum sessions, sprints, and stand-up sessions.
• All projects followed the standard System Development Life Cycle SDLC .

Confidential

Short-term contract - Program/Project Manager

• Managed compliance remediation program involving server upgrades and tool rationalization.

Confidential

Consultant - Senior Project Manager

• Managed Enterprise project to move all retail systems from three different job scheduler products to one common job scheduler.
• Managed Enterprise project to merge mailbox accounts for three retail brands to one Exchange 2010 email system.
• Interfaced with and managed project teams from three different brand locations as well as vendor team.
• Responsibilities included executive reporting, budget, vendor relationship, and management of the conversion process.
• Operated under the PMO, and contributed forms to the PMO SharePoint site.
• Mentored others in project management best practices.
• Followed the standard Project Life Cycle PLC phases for all projects.

Confidential

• Directed multiple infrastructure projects for Risk and Fraud protection interfaced with vendors and both internal and internationally located associates.

Confidential

Consultant Program/Project Manager

• Directed program for termination of a retail client's private label credit card business. Led a cross functional team of project managers and leads from multiple business and technical areas to meet the requirements and dates for the program.
• Reported to the PMO, and utilized PMBOK project management methodologies for all projects.
• Managed Phase 2 of the Bank Board Application, to provide board meeting agenda, minutes, and other documentation via iPad. Project involved end-to-end management of purchase and integration of a new server, management of external software vendor, and creation of procedures.
• Organized and managed annual PCI Compliance Assessment for Retail Banking recertification. Interfaced with management from various areas and with the vendor Assessor for presentation planning and artifact preparation.
• Led PCI post-assessment and preplanning for next year's assessment.

Confidential

Consultant - Project Manager/Change Program Manager /Senior Business Analyst

• Planned and managed iterative project from Discovery/Feasibility through final phase Implementation and Project Closure for development of new Financial History Utilities to include information from the current Automated Financial System AFS Commercial Loan System mainframe and pre-conversion information from purchased loans. Additionally gathered Business Requirements, prepared Test Plan, managed and provided testing statistics for both IT and User testing efforts.
• Managed technical and multiple lines of business resources for the standardization of Notepad Ticklers to be used by the AFS Commercial Loan System, the interfacing web-based Automated Commercial Banking System ACBS front end, Data Warehouses, and the Client Banking digital website. Acted as Business Analyst for all areas of the project as well gathered Business Requirements, led Design Sessions, created Test Plan and Test Matrices for reporting .
• Directed project to incorporate the Federal Housing Administration's SAFE Act regulatory measures for the custom jumbo mortgages housed on the AFS Commercial Loan System and ACBS.
• Participated as mentor and Business Analyst SME on e-commerce project to develop customer website for Commercial clients' banking needs.
• Followed the DMAIC project management methodology, and utilized Six-Sigma tools for all projects.
• Performed Project Manager, Change/Program Manager, and Business Analyst roleson projects.

Confidential

Consultant - Project Manager

• Planned and managed rewrite of an in-house reporting system for the SunGard FundLink vendor system to meet compliance regulations.
• Led multiple upgrades of the Confluence Unity FundStation vendor system on both workstations and Citrix servers for local and international sites interfaced with vendor, business units, and local and international resources for all phases of the projects.
• Directed project to automate reporting of SunGard InvestOne information to the Security and Exchange Commission SEC .
• Managed effort to automate money laundering analysis and reporting to be used both by Compliance and Fund Accounting.
• Utilized System Development Life Cycle SDLC for all projects.

Confidential

Consultant - Project Manager/SeniorBusiness Analyst

• Managed both vendor and internal resources for evaluation and installation of new vendor software package interfaced with user community for planning and evaluation performed requirements gathering and IT testing, and managed User testing efforts.
• Planned and managed iterative implementations to handle transferring books of insurance business. Performed Business Analyst functions, including gathering Business Requirements and performing IT testing for the project.
• Worked with Legal Counsel to gather information needed and build reports for State Insurance Audit.

Confidential

Consultant - Project Manager

• Managed project for conversion of Nationwide Financial's loan portfolio from the current system to an external vendor for future processing.
• Successfully brought the project back from 'red' status to 'green' status, and improved problematic relationships with vendor and Line of Business.

Confidential

Project Manager / Senior Business Analyst

• Managed merger of Bank of New York's Automated Financial System AFS Commercial Loan System mainframe into JPMorgan Chase's Automated Commercial Banking System ACBS - 2 billion project total. Performed business analysis, field mapping, and IT testing for the project managed User Acceptance Testing produced test matrix reporting.
• Managed conversion of heritage Bank One's Letters of Credit system AFS to JPMorgan Chase's Letters of Credit system. Acted as Business Analyst to gather requirements and assist with both IT and User testing.
• Directed project to merge multiple banks' Commercial Lending Year End processes into a single process for IRS reporting. Gathered initial Business Requirements for the project.
• Managed effort and performed Business Analyst functions to combine multiple heritage banks' management reporting systems feeds to Data Warehouse, SAP, and ad hoc reporting into one workable system. Business Analyst tasks included gathering requirements, field mapping, test plan, and coordination of User testing.
• Coordinated efforts with business and technical resources at multiple locations within the U.S. and internationally.

Confidential

Project Manager / Programmer Productivity Analyst

• Led the evaluation of various software packages and productivity tools, made recommendations to executives for purchase, and managed the implementation for products purchased.
• Evaluated training and product vendors managed relationships with the vendors.
• Developed a company-specific project life cycle developed IT departmental programming, naming, and JCL standards.
• Evaluated departmental training needs based on Corporate Operational Plans designed and led training classes or procured outside training where appropriate to fulfill those needs.
• Planned and managed all aspects of departmental move, including new equipment evaluation and purchase.