TECHNICAL SKILLS

Proactive, independent, motivated, positive, personable individual experienced in the following roles: Scrum Master, Business Project Manager/Technical Project Manager, QA Project Manager, Implementation Project Manager, Compensation Analyst, Loan Administrator, Customer Service Officer.

Project Methodologies include: Agile, Rational Unified Process (iterative development lifecycle), Waterfall.

Intermediate/Advanced knowledge and experience with: MS Office products - -Project, Word, Excel, PowerPoint, Outlook; Project Management Tool for Agile, JIRA (Story, Release, Bug repository and tracking tool), Tableau, Rational Clear Quest and Quality Center (Bug and release tracking tools), Visio, Confluence, Sharepoint; Clarity; familiarity with Crystal reporting and MS Access, SQL queries and Clear Case; experience with vendor management; SharePoint and LDRPS (BCP tool). Excellent communications and people skills. Experience includes both business projects and technology projects.

PROFESSIONAL EXPERIENCE

Confidential, Concord, California

Sr. Project Manager, Scrum Master

Responsibilities:

• Follow up, facilitate, document and drive issues and action items to completion, track and report status, create and maintain project plan, document agreements reached, produce monthly agile report for Scrum statistics, and publish and communicate agreements to the team.
• Facilitate, review, obtain approvals for project artifacts (Business Requirements, Functional Systems Design, Candidate Architecture Documents, Web Designs, Test artifacts, etc).
• Partner with Product Owner(s) and Business Analyst to ensure continuous refinement of backlog.
• Coordinate ADA QA resourcing for content changes and usability.
• Present project deliverables to the project sponsor for each release and obtain approval for the release.
• Facilitate, own and document Scum Ceremonies: Daily Stand Up, Refinement/Grooming Sessions, Retrospectives.
• Performed monthly review and reporting of project financials: Research and report on any variances and/or unexplained charges.

Confidential, San Ramon, California

Business Analyst, Business Project Manager, Sr. Business Project Manager; Assistant Vice President

Responsibilities:

• Follow up, facilitate, document and drive issues and action items to completion, track and report status, create and maintain project plan, create and maintain business requirements, document agreements reached and publish and communicate agreements to the team.
• Managed project to discontinue the Premier Banking mortgage fee benefit.
• Managed branch training document, newsletter article, marketing collateral updates, online banking updates and training materials updates.
• Interface and partner with other teams relevant to projects and with vendor resources to communicate requirements and obtain sizings for development effort.
• Responsible for yearly FDIC Modernization testing and documentation. Documented procedures (instructions) for this function.
• Implementation project manager for a large initiative to implement a new replacement system for BOW’s FX trading business.
• Oversee technical progress (Internal and Vendor), oversee all project progress, communicate weekly status, conduct and facilitate meetings.
• Disaster Recovery project manager for the group.
• Produce Monthly Business Review Document which is a detailed monthly presentation for the group.
• Ran daily data files as needed.
• Participated in and was responsible for various projects.
• SharePoint administrator for Project Management Office group and for Retail Banking Group (RBG).
• Administer systems access for the group, produce ad hoc reporting and presentations.

Confidential, San Francisco, California

Business Project Manager

Responsibilities:

• Lead business project manager for very large project. Follow up, facilitate and drive issues and action items to completion, track and report status, create and maintain project plan, document agreements reached and publish these agreements to the team. Manage budget for projects.
• Interface and partner with other teams relevant to projects.
• Partner with team members to communicate and negotiate agreements and resolve issues allowing for greater understanding and obtain buy-in on tasks assigned to team members.
• Report weekly status: Project health, team activities, accomplishments and budget/financials.
• Maintain project document repository and ensure audit requirements are met and exceeded.
• Work with Security and Compliance to ensure that project is implemented according to Security standards and site content and ensure concept complies with Bank standards.
• Track, communicate, and facilitate discussions regarding change requests.
• Obtain sizings and request funding from project sponsor for project and change requests.

Confidential, San Francisco, California

Sr. Technical Project Manager

Responsibilities:

• Drive team and follow up on issues and action items, track and report status, create and maintain project plan, document agreements reached and publish these agreements to the team.
• Interface with other teams relevant to projects.
• Partner with business managers to communicate and negotiate agreements.
• Ensure documentation meets audit requirements.
• Partner with Business Project Manager to report and update status and financial reports and negotiate timeline.

Confidential, San Francisco, California

Sr. Technical Project Manager

Responsibilities:

• Coordinate testing and test account set up in all test regions.
• Create work items for implementation per E-Business Technology process and track work items status.
• Partner with business managers to communicate and negotiate agreements and requirements.
• Facilitate team status meetings and topic discussion meetings.
• Ensure documentation is completed and placed in the document repository per audit requirements.
• Create requirements and QA Test documentation, lead walkthroughs of documents; obtain buy-in from business stakeholder / owner and the QA teams.
• Facilitate meetings (status meetings, meetings with business and technology partners, project team, steering committee), document and communicate agreements (status reports, meeting minutes), follow up and manage all issues and action items. Author weekly status communication to the team and stakeholders.
• Obtain, input and track sizings received and updated.

Confidential, San Francisco, California

Business Analyst

Responsibilities:

• Author business use cases using the RUP format for their creation and clarify business use cases by partnering with business subject matter experts and technical professionals.
• Develop tracking and communication procedures to document and update the team on agreements and status.
• Present project to Schwab Technology resource area and obtain project resources from various areas.
• Manage the entire testing process and strategize for success: Test, plan, create test scripts, and coordinate testing with the business user.
• Develop full Test Plans and Test Strategies for ALL applications.
• Develop and organize strategies to successfully test by the business user in the development and staging environments.
• Replicate test errors for development staff and explain errors and functionality to end user testers.
• Report bugs to development team and create and assign bugs using the Rational ClearQuest bug tracking tool.
• Partner and follow up with other areas of Schwab Technology (internal technical area) to ensure that their tasks are scheduled and completed.
• Partner with the development staff to ensure that the application is developed per the schedule and requirements.
• Communicate and explain business logic to development staff for clarification.
• Partner with various areas of the company (Electronic Brokerage, Schwab Technology,
• Stock Plan Services Operations, Brokerage Operations Technology Services) to obtain team agreement for development effort.
• Structure the project process to promote greater team efficiency.
• Create, follow up and maintain project plans, issues/tasks lists, bug lists and Implementation plans.
• Create and maintain User’s guides for reporting application and Operations Procedures Manuals for the business users.