SUMMARY:

• Multi - degreed professional with solid experience in benefits, project management, and writing. Successfully managed large-scale projects and presented results to senior staff members. Proficient in Adobe, Microsoft Office Suite (Access, Excel, OneNote, Outlook, Paint, Power Point, Project, Visio and Word), Lotus Notes, People Soft, SAP, SharePoint and SnagIt.

TECHNICAL SKILLS:

Key Strengths: Budgeting Change Management Curriculum Development Employee Benefits Presentation/Organizational Skills Process Improvement Project/Relationship Management (Agile & SDLC) Quality Assurance & User Acceptance Testing (IT Development & Enhancements)Six Sigma/Lean Methodology Systems/IT Implementation Teaching (MBA-level & Grades: K-12) Technical Writing

PROFESSIONAL EXPERIENCE:

Technical Business Writer

Confidential, DFW Airport, TX

Responsibilities:

• Create and revise complex manuals (on proprietary software products) for internal engineers and external customers.
• Provide small group /tutorials, as needed.
• Conduct quality assurance, integration, regression and user acceptance testing on newly developed and enhanced software to ensure compliance with USPS standards.

Freelance Technical Business Writer

Confidential, Fort Worth, TX

Responsibilities:

• Created user manuals and materials from aeronautical circulars, bulletins and presentations for corporate pilots.
• Created resumes and cover letters for clients for submission to professional recruiters and/or HR representatives.

Contract Project Manager

Confidential, Fort Worth, TX

Responsibilities:

• Developed, maintained and distributed project plans, agendas, issue/action item logs, meeting minutes, roadmap diagrams and scope statements for the Safety Team on a semi-monthly basis as part of the Confidential and Confidential “Single Operating ” (SOC) merger.
• Maintained a repository of meeting minutes, scope changes and project plans on a SharePoint site; designed site infrastructure and granted permissions as the overall SharePoint administrator.
• Applied technical writing skills to document end-to-end process flows. End deliverable was a “how to” step-by-step detailed user manual, with supporting screen shot samples and detailed job processes (to be used for on-boarding/ of new hires).

Contract Project Manager

Confidential Dallas, TX

Responsibilities:

• Collaborated with various subject matter experts to ensure the successful data conversion from Lawson/Legacy to SAP.
• Managed the project life cycle by creating and maintaining project plans, issue logs, meeting agendas and follow-up minutes.
• Preserved a repository of scope changes, budget variance approvals and s to decisions regarding the overall conversion.
• Communicated expectations to team members and stakeholders in a timely, clear and concise fashion.
• Resolved conflict between team members, and delegated responsibilities to those best suited for the tasks at hand.

Project Manager

Confidential, Fort Worth, TX

Responsibilities:

• Created PMO templates (agendas, issue/action item logs, team contact lists, milestone calendars and project plans) to support the Accounting Team’s deliverables.
• Maintained concise documents of decisions made during meetings between the Accounting Team and Price Waterhouse Coopers.
• Held one-on-one meetings with Accounting Team associates to ensure that PMO documents were updated in a timely manner.

Project Specialist

Confidential, Fort Worth, TX

Responsibilities:

• Primary liaison between Finance, IT and end users to ensure that projects were delivered within scope and budget parameters.
• Gathered requirements from business owners for use in IT data conversion projects.
• Maintained detailed, concise documentation of periodic project meetings, management decisions and change orders.
• Managed data conversion, validation efforts (UAT) and implemented correction plans (G/L, Lease Management and Order to Cash).
• Documented organizational charts, process maps, benchmarks, performance trends and “desired future states”.
• Developed technical manuals, including supporting pictorial documentation, for end users.

Adjunct Professor

Confidential, Boston, MA

Responsibilities:

• Coached MBA candidates for the on-line MBA Program for the class: MBA 660 Marketing-The Challenge of Managing Value.
• Facilitated weekly lectures and assessed student contributions via CBT (case studies, industry audit group projects and exams).
• Used technical writing skills to perform periodic updates to content and web page format on the Suffolk on-line MBA Internet site.

Project Manager/Plan Document Consultant

Confidential, Westlake, TX

Responsibilities:

• Ensured adherence to project timelines, milestones and deliverables.
• Facilitated the transfer of indicative data conversion files from prior record keepers, and worked with data conversion team to resolve balance discrepancies so on-line (and phone enrollment) systems could be opened up to employees as soon as possible.
• Consulted clients (HR Managers, Controllers, CFOs, etc.) on plan document design (IRS, DOL and ERISA guidelines)
• Promoted new/enhanced/state-of-the-art features available to participants, as part of Fidelity’s 401(k) package. (Included: “auto-enrollment”, “auto-deferral increase” and “auto asset allocation”).

Senior Analyst

Confidential, Fort Worth, TX

Responsibilities:

• Facilitated steering committee meetings, and managed an IT reconciliation project between the Engineering and Accounting databases. (Identified $124M in savings in book depreciation of the firm’s capital assets).
• Gathered and analyzed data, and presented results to senior managers, using graphs, charts and MS Power Point presentations.
• Served as the main liaison between the firm and external consultants to determine depreciation rates of the Railroad’s assets.
• Documented asset control procedures, as set forth in Sarbanes-Oxley accounting requirements.

Integrated Project Manager

Confidential, Smithfield, RI and Marlboro, MA

Responsibilities:

• Supervised 7-10 project team members, including 2-3 seasonal college interns.
• Defined data feed requirements, IT enhancements and record keeping systems to ensure appropriate recording of payroll data.
• Performed cost benefit analyses to confirm adherence to project deliverables, timelines and budgets.
• Facilitated steering committees, and held 401(k) enrollment meetings to assist participants in understanding investment options (via CBT).
• Consulted clients (HR Managers, Controllers, CFOs, etc.) on plan document design(s) (IRS, DOL and ERISA guidelines).
• Led the defined benefit data gathering process with prior record keepers. Automated 95% of calculations (80% was the goal; received praise from the Service Team for a smooth transition process, due to high quality data).
• Conducted quality assurance, integration, regression and user acceptance testing on newly developed and enhanced software to ensure compliance with ERISA and DOL standards.
• Managed the rollout of integrated products/services, process improvement initiatives and phone service level reporting projects.
• Responsible for editing and finalizing Requests for Proposals (RFPs) for external clients.

Senior Trust Accountant

Confidential, Boston, MA

Responsibilities:

• Managed implementation and termination of Guaranteed Investment Contracts (GIGs) of sources in 401(k) plans.
• Performed reconciliations of fund wires for plans with managed income contracts and stable value asset investment options.
• Balanced the GIC activity on the accounting system, and prepared signature-ready 5500 documents for annual filings with the IRS.