Project Management PMO Senior Analyst Quality Assurance IT Instructor

Senior management consultant with many years of progressively responsible and consistently productive Information Technology experience. Fully understands business and is results and profit oriented. Ability to use computers or manage its use to be a meaningful tool at an affordable cost. Is interested in meeting the needs of the user rather than the level of sophistication of the computer. Possesses over 25 years of experience in the financial and brokerage industry. Highly effective in:

• At Morgan Stanley: Program/Project Manager for Non Client On-boarding and covering manager for Dodd Frank projects. Responsible for budgets, resources, Business IT specifications, application development, testing and implementation as well as senior management status reporting.
• Set up a Project Management Office for an Infrastructure Support Portfolio Management department within a multi-billion dollar organization B H Photo , using Primavera. Established project profile reporting elements and integrated them within the Primavera Project Management tool, reduced initial 300 projects by 50 and liaisoned with the end user staff to meet their support service on time.
• As senior PMO manager for Merrill Lynch, performed Project Tracking Reporting, Project Governance Approval Tracking, Project Budget Expenditure monitoring and Human Capital Monitoring, Reporting and Fulfillment.
• Project Managed module turnovers for a JP Morgan Chase effort to convert all of their retail banking applications to Systematics - a vendor package then merged with another major financial institution.
• Project Managed a Profitability and Forecasting design, development and implementation effort for Joseph E Seagram's multi-billion dollar international operations.
• Conducted Feasibility Studies, Strategic Planning Sessions, User Requirements, Package Evaluations and total systems development projects - from start to finish.
• Performed a survey of the shared support departments for Manufacturers Hanover Trust in order to develop recommendations for improving operating efficiency. Presented over 75 recommendations for improvement and computerization, many of which were implemented during the same year.
• Architected, designed, built and managed an Integration Test Facility for the New York Stock Exchange SIAC for Integration Testing and check-out of 40 major applications for T 3 Settlement and One Day Settlement - Adjustments.
• Instructor for Structured Systems Analysis SSA , Yourdon's Structured Systems and Business Design SSBD , and Project Life Cycle PLC . Trained over 1,000 students.

Confidential

Project Manager

Project Manager for 9 Projects handling conversion of a new client to Pershing. Responsibilities include: resource management, requirements, design, development and testing management utilizing on-shore and off-shore resources. This is an intensive time-boxed effort requiring planning, coordination, identification of risks/issues/resolutions and end-client user interface.

Confidential

Project Manager

Program and Project Manager for Non Client On-boarding and covering manager for Dodd Frank projects. Managed all phases of the Project Live Cycle from planning through post-implementation review. Heavily involved in project planning, user requirements development, QA and UAT. Responsible for budget and resources. Also supported planning for Business Process Management and Core Services and worked as PMO on Portfolio Project Management Prioritization, using HP PPM and MS Enterprise Project.

Confidential

PMO/Project Manager

Responsible for consulting firm's development staff, deliverables, commitments, and assignment schedules. Short-term contract to help organize the firm's Project Management functions.

Confidential

IT Program Services Project Management

Responsible for planning the transformation, rollout and metrics reporting of an in-house developed testing methodology for the Investment Banking Global Quality Assurance department. The methodology contained 75 artifacts and a half dozen process models. The department was supported by more than 300 testers located in the US, UK, Singapore and India.

Confidential

Project Management Office PMO

Responsible for setting up an IS PMO for Portfolio Management, monitoring, tracking and reporting for 5 Directors' areas of responsibility, using Primavera 6.2. Pared down the number of open projects by 50 percent. Responsible for Service and software scheduling and delivery. Desktop Services and Infrastructure requirements were monitored and managed under critical budget and timing constraints. Managed PCI / Regulatory effort to insure compliance and certification.

Confidential

Project Manager

Responsible for the development and implementation of 2 client projects: Web Live Chat and development of a new web site dedicated to support the client's Customer Service functions. Implemented a hosted Web Live Chat Email package 2 months from when the package was selected supports 7 user departments utilizing 40 agents 10 hours/day. Customer feedback ratings reported exceptional satisfaction. Matrix managed 15 individuals.

Confidential

Project Manager

For the Structured Credit Platform managed 11 offshore testers in India, for a Fixed Income, Commodities Credit FICC new application. Responsible for tester training, test case definitions, defect tracking, metrics reporting and test scheduling. Implemented Mercury's Quality Center for capturing and storing Requirements, Test Cases, test execution and defect capture, tracking and reporting.

Developed process improvement recommendations and initiatives to facilitate and streamline testing of FICC's new credit platform in New York, London and Singapore.

Confidential

Project Management Office

As a senior member of the Global Markets and Investment Banking Technology PMO group, was responsible for Budget Appropriations Requests, Quarterly Appropriations Progress Summaries, scorecards, dashboards, monthly and quarterly Governance reporting and personnel recruiting for this 100MM 2,000 technical resource area.

Senior member of the CMMI task team responsible to monitor, advice, recommend and assist with the implementation of key initiatives to upgrade the Investment Banking's CMMI rating.

Confidential

Management Consultant

Was responsible for all QA functions related to project planning, testing IST, QA, UAT and rollout. Consulted on a PeopleSoft CRM development project PIR , PeopleSoft Release Upgrade project Release 8.45 and on a Monitoring Tracking Production Defect Reporting system for Citibank's Concierge system.

Confidential

Project Manager

Responsible for establishing a QA department from scratch, to apply QA standards and procedures to the organization's rollout of proprietary asset management web enabled applications. Ivy, a subsidiary of The Bank of New York, is a leading multi-manager alternative investment specialist hedge fund that manages portfolios in excess of 15 billion of investor capital.

Confidential

Project Manager

Responsible for application development enhancements in support of business initiatives to expand the Car Rental Reservation System to accommodate Avis Europe Pre-Pay rental programs. Responsible for establishing a 500,000 budget, resource planning, Requirements Definitions, project development, QA and UAT testing.

Confidential

Project Manager

Responsible for QA/UAT testing of e-Custody - Web Enabled Reporting System. Application contained 80 major Global Custody Reports for national and international clients. Was responsible for a team of 10 15 testers, comprised of employees and consultants. Prepared the Test Plan, Test Cases and repeatable Test Scripts. Worked closely with the Data Warehouse group to establish Test Beds for multiple products and version testing. The QA effort included: User Specification validation, End User Guide testing, Defect and Issue identification, control and resolution monitoring as well as Cross Product Training and Support. Test environment consisted of IE versions 4.X and 5.X, Netscape, Active-X, JAVA under VM 5.X, JAVA off-line plug-in and Crystal Reporting. Utilized Mercury's WinRunner and Test Director for defect tracking and reporting.

Confidential

Project Manager

Was responsible for resource allocation and planning, release date scheduling and project risk management. Was also responsible for monitoring, tracking and controlling the Y2K Remediation Implementation Phase of 265 Applications, 200,000 End User Computing Spreadsheets and Remediation of Show Services Events infrastructure equipment.

Confidential

Project Manager

Planned, developed, implemented and managed a methodology for performing YEAR 2000 Industry Street Wide Testing and Future Date Testing. Responsible for coordinating diverse systems and applications testing - spanning over: 200 Applications, three mainframes and more than a dozen Industry Wide Tests for both New York and European operations. Developed Project Plans, defined Infrastructure requirements and acted as liaison between End-Users, Applications Development staff and Data Center support personnel.

Confidential

Project Manager

Planned, developed and implemented all project management related functions, tasks and documentation for the introduction of Check Imaging and Image Statements, to replace conventional check return to the bank's customers. Coordinated efforts of in-house staff, IBM and third party vendors in installing and implementing Image Applications in the Northeast and Southwest for the processing of over 375,000 customer accounts.

Planned, scheduled and coordinated all phases of the Project Life Cycle including: Requirements Definition, Development, Integration Testing, Disaster Recovery, Quality Assurance and User Acceptance Testing. Prepared, scheduled and conducted bi-weekly Project Status and bi-monthly Project Steering Committee Meetings. Meeting attendees were: Directors, Senior Managers, Project Managers, stakeholders and team, members. Identified project deliverables, created and updated project budgets. Participated in Best Practices review sessions.

Confidential

Project Manager

Architected, designed, built and managed an Integration Test Facility for QA Testing. The test facility included an automated JOB scheduler CA7 , a print spooler SAR , DataTrak for capturing and storing input transactions and AutoRoute for creating and distributing output media to participant members. The ITF supported three environments for Integration Testing as well as Product Testing. All environments were populated with copies of Production JOBs and override libraries for test JOBs, PROCs and programs.

Was responsible for the design, documentation, implementation and management of the facility, as well as Turnover, Operating and Test policies and procedures. Determined Test Scenarios, Test Quality Assurance methods and conducted over 50 Integration Tests that consisted of 350 JOBs per test and used over 20 days of Production data combined with test transactions.

Test Cases, Test Scripts, Test Data, Operating Run Schedules and Error Tracking procedures were developed and installed in phases. The test environments were built to simulate Production operations in a 3-Day Settlement T 3 world and One Day Settlement for Adjustment ODS . The test facility was permanently added to the client's site as a tool for testing changes to Production in a simulated Production environment.

Confidential

Business Analyst

Identified, documented, categorized and prioritized user requirements for an ongoing MSA payroll maintenance effort. Established a short-term implementation plan for high priority requests.

Confidential

Project Manager

For the Retail Banking's conversion effort to Systematics, was responsible for setting up and processing all production ready software in an Integrated Test Environment in order to perform Integration Testing, User Acceptance Testing, and Production Parallel Testing of all applications prior to their going live. This included staging and modifying executable JCL to run in the test environment, tracking and monitoring source and object software turnovers by application, release, and version number, and coordinating production schedules for a particular software release.

Compiled and authored the sector's Standards and Procedures Manual for all production ready software. This entailed developing Program, PROC and JCL standards, acceptable for all of the sector's production turnover modules.

Confidential

Project Manager

Designed, managed and implemented an on-line and batch Brand Profitability and Sales Forecasting reporting system. The functional requirements and program specifications were developed in New York while program coding took place offshore. This eighteen-month software development project involved all aspects of the development life cycle - from user requirements definition and modeling to production turnover and user training. User walkthroughs, management presentations and quality assurance controls were applied throughout the project. International travel was required.

The system supports over 250 products, sold by 6 sales and marketing companies throughout the world, manufactured/stored at over a dozen locations. Brand Contribution, Cost of Goods Comparison and Profit Highlights Projections are some of the major reports produced by this system.

Confidential

Business Analyst

Analyzed existing Human Resource and Payroll application to identify shortcomings and areas for potential improvement. Interviewed management all levels and clerks to gather User Requirements and presented a proposed Target Operating Environment. The proposal was accepted.

Confidential

Business Analyst

Independently performed a high-level study of the client's Payroll and Personnel functions in order to identify and scope the parameter requirements and Project Plan for a proposed on-line system.

This concentrated effort included:

Interviewing all project related managers user and IT

Identification and documentation of all major shortcomings of the existing system

Generation of a wish list for desired enhancements and improvements

Proposed scenario of the desired Payroll and Personnel system

Development and Implementation Plan guidelines

Presentation to senior management

This study employed the Richard Ungar Fast BRAIN Facilitated Basic Requirements and Information Network technique.

Confidential

Analyst/Instructor

Responsible for the evaluation, recommendation and implementation of Application Development Productivity tools and methodologies such as:

Development methodologies Information Engineering

PC-based CASE tool Nastec, Excellerator

4th Generation Languages GAMMA, PACBASE

Programming aids Recoder, Via/Insight

Performed facilitated based requirements analysis and provided internal consulting services for Structured Systems Analysis usage and Project Planning. Revised and reshaped the Structured Analysis 5 day and 1 day courseware and trained over 500 people. Also provided support for a software assisted analysis package.

Confidential

Business Analyst

Conducted a User Requirements study, and Package Evaluation and Selection effort for the acquisition of a Purchase Order and Inventory Control package. Identified potential packages finalized user requirements and developed an evaluation grid - based on prioritized functional categories.

Surveyed over 30 packages, attended live demonstrations of the likely matches and pilot tested the finalist with user oriented test data. Prepared the Proposed Recommendation Presentation for the Steering Committee and designed the conversion and implementation plan.

Confidential

Project Manager

Managed magazine publisher's conversion from an in-house General Ledger System to an acquired package from Software International, Inc.

Confidential

Business Analyst

Performed an in-depth survey of the Operations Division in order to develop a Long Term Strategic Plan to suggest proposed computer systems and procedural improvements that would help reduce operating costs and improve the effectiveness of this labor intensive area. The Strategic Plan was presented to and accepted by senior management, for implementation.

Construction Accounting Management System Implemented a construction Project Management/Budget and Invoice Tracking System for a 100 million bank headquarters high-rise renovation project. Tasks included:

• Project control task plan
• Contractor and Sub-contractor deliverable schedule
• Management approval level sign-off procedure
• Designed and produced customized forms and reports
• Established a User's Guide and Procedures Manual
• Updated staff and vendor job descriptions and responsibilities
• Converted bank's existing cumulative budget reporting to the new procedures

Confidential

IT Instructor

Developed, modified and instructed computer related Project Management and Structured Systems Analysis Design courses for Yourdon and Teltech Corporation. Trained over 1,000 students at a variety of Fortune 500 corporations such as: MHT, AT T, GHI and Avis.

Confidential

St Regis Paper Project Manager

Blue Cross and Blue Shield of Greater New York Project Manager

Prudential Building Maintenance Business Analyst

The Roosevelt Hospital Project Manager

David Crystal. Inc. Programmer/Analyst

Human Resources Administration, City of New York Programmer/Analyst

Top-Form Yolande, Inc. Programmer

Volt Information Sciences, Inc. Programmer