SUMMARY:

• Senior IT Manager with experience in Applications Development, PMO and Business Process Reengineering in the Healthcare, Brokerage and Consumer Financial Services industries. Extensive experience in Project Program and Portfolio Level Management of mission critical, technology based initiatives.
• Decisive, creative and energetic IT Management professional with a unique balance of technical knowledge, business acumen, strategic vision and a proven track record and demonstrated ability to lead complex enterprise wide initiatives across multiple business lines and technology platforms from ideation through execution.

TECHNICAL SKILLS:

Skills: MS Office, CA Clarity, MS Project, IBM Rational Portfolio Manager (RPM), Cognos, VISIO, SharePoint & more.Technical background in architecture, design, application development and hardware selection in the management of initiatives utilizing n - tiered distributed architectures (both NT and UNIX) integrated with other Mainframe, distributed systems, storage and archival systems, Middleware, GUI, Mobile and Web-based technology platforms.

PROFESSIONAL EXPERIENCE:

Confidential, Franklin Lakes, New Jersey

Senior IT Project Portfolio Manager (Consultant)

Responsibilities:

• Track, Monitor and Report Portfolio Financials, Program Metrics, Key Impediments, Change Requests, Risks and Issues. Provide Portfolio and Program level Dashboard and Stoplight reporting to C level Management on:
• Provide centralized Portfolio level PMO support to the Business Technology and Business Operations Groups through the use of consistent procedures and Agile Development Best Practices to prioritize, size and deliver agreed upon functionality and benefits while adhering to Six Sigma and CMMI standards to ensure compliance with the firm’s Enterprise Portfolio governance for Change Management and Implementation (CMI), Compliance, Global Security, SOX, HIPAA and other industry regulations.
• Packaged a set of standardized and consistent procedures and templates to facilitate effective Release Planning, Elaboration and Prioritization of user stories, identify inter-program dependencies and ensure effective resource allocation while maintaining compliance with corporate standards.
• Assist and mentor other Project Managers across the PMO in the consistent use of Portfolio reporting tools and templates used in gathering project status, performance metrics, budget information and key impediments to facilitate the effective communication and escalation to Executive C level Management.

Confidential, Matawan, New Jersey

Director, Technology and Compliance

Responsibilities:

• Using formal Project Management methodologies with a project team consisting of in-house and vendor resources, developed and implemented a comprehensive Business Process Reengineering initiative to automate the loan origination process from the initial client contact through the post-closing Quality Assurance procedures facilitating a uniform application of compliance and processing guidelines while providing exceptional seamless services to clients.
• Implemented a customized, vendor provided, state of the art Loan Origination System providing automation of common processes, comprehensive uniform access to critical client, product, and financial performance data through a Web based dashboard interface and establishing industry compliant access to Automated Underwriting Systems (AUS) of key government sponsored entities (GSE’s), reducing the initial conditional loan approval decision time from 5 days to as little as 15 minutes.

Confidential, New Jersey

Independent Management Consultant

Responsibilities:

• Worked with a mortgage financing company to identify and implement business and technology improvements to eliminate manual and redundant processes and achieve significant cost savings through the automation of procedures and processes required to achieve growth and ensure compliance with industry regulations.

Vice President, Department Manager

Confidential

Responsibilities:

• In response to extensive mandated requirements to the industry’s Account Transfer (Asset Transfer) process, was charged with the task of reengineering the Firm’s ACATS account transfer interface culminating in a $5.3 million, multi-year, staged delivery implementation. Designed, developed and implemented this multiple-phase initiative, utilizing an n-tier design including Both Windows and UNIX based programs and products. Migrated processes from numerous legacy applications into the new platform, and provided significant automation of manually intensive business processes during the course of a multi-year strategic implementation of the Firm’s GCATTS (Global Client Asset Transfer and Tracking System) system, meeting multiple key mandated business deliverables and gaining firm-wide and industry-wide recognition upon each stage of implementation.
• Managed the development and maintenance of monthly Statement production of client statements and Regulatory Reporting. Enhanced existing Client Statement Production systems to include a sophisticated Link system to identify and link household account statements providing a summary sheet and a consolidated mailing while facilitating a selective insert process based on specific client criteria. Saved over $2 million in annual production and mailing costs since its inception.
• Working with the CTO of US Private Client (USPC) Technology, using conclusions from project appraisals, became a Champion of Six Sigma / CMMI Best Practices. Led a USPC initiative to promote Integrated Project Management methodologies using comprehensive templates and tools to achieve results in key process areas of the project lifecycle (SDLC). Worked with peers within the Technology organization to implement procedures and Best Practices to ensure the success of large program initiatives leading to the establishment of a PMO.