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Cio Project Manager Resume

Woodland Hills, CA

SUMMARY:

  • Senior Business Process Analyst, Project and Portfolio Manager (PPM) with exceptional planning and implementation capabilities.
  • Extensive experience in Change Management, Customer Service, Release Management, Human Resources, Finance, SDLC Project Management, Project Coordination, Business Analysis, Risks Management (Fraud and Credit), Plant/Warehouse Safety Analysis, Financial Analysis, Credit.
  • Microsoft Project Online, Six Sigma, Agile, lean processes and Small Business Fiscal Management, Accounts Payable, Accounts Receivable, Credit & Collection, F/C Bookkeeping, Payroll and HR initiatives.

SKILL:

MS Office, Khalix System, SharePoint Workflow Management System (WMS) and SAP Business Objects, V - lookup, Pivot table, Redmine, SAS, MS Word, MS Excel, Microsoft Project Online, MS Visio, MS PowerPoint, MS Lync, Dynamic, Confidential Net, VROL, Ask Now, TLC, MS Outlook, IBM Cognos Analytics, Infor / Baan IVc4 Distribution module, SAP Success Factors for payroll, Global View & Streamline applications, Centrix Dispute Tracking System, Internet policy and regulatory. Access, Quick Books, TurboTax, QuickBooks Payroll, Paychex, ADP, SAP Fieldglass system, PeopleSoft, PeopleSoft 9.2, Fluid UI, PeopleSoft Upgrade, People PC, Toyota Marketplace, MAS 90 and 200, E-Procurement, ARIBA system, Great Plains, Sage CRM/PRO, Ten Key Touch, Tele soft, PeopleSoft Campus Solutions, IB, AE, People Code, Sales force, Tableau for business analytics, FedEx Ship Manager, BMC Remedy on Demand, Application Lifecycle Management (ALM) testing tool, Oasis and EIT Risk Management Systems.

PROFESSIONAL EXPERIENCE:

Confidential

CIO project Manager

  • Support Technology Remediation Execution (TREX) team, TREX Execution Governance team. made up of 18 resources. These resources are each aligned to a CIO line of business managing project progress in response to MRA’s and CA’s from regulators. Quickly learning the portfolios, for better understanding of various initiatives and due dates. Holding teams accountable for dates, risks and issues and digging for information. Able to move swiftly and not take “I’m working on it” as an answer. Clearly understand an issue vs a risk and how to dig for remediation strategy. Create CIO report and leading a bi-weekly call for CIO team. Comfortable with presenting to groups of 30 people to report on issues / risks / status. Excellent PowerPoint, Excel and SharePoint skills. Strong business relationship skills from a position of knowing how to balance holding teams accountable for reporting out on progress, issues and risks. PM with tactical experience.

Confidential

Technical Support Business Analyst

  • Manage the operational service and support needs for Confidential member banks and associations in a help desk environment for specialized software products; acting as the voice of the client to other internal groups, including the Product and Technical teams
  • Maintain, identify and resolving client issues of moderate complexity. Charge-backs / Disputes/ Fraud supporting Confidential resolve online, clients call and email with time sensitive.
  • Providing day-to-day support to financial institutions which include; responding to customer inquiries related to web-based software applications issues while ensuring customer expectations are exceeded.
  • Identify, troubleshoot, and resolve moderately complex processing, application usage, or business issues to exceed customer expectations
  • Assure prompt and permanent resolution of client inquiries relating to general functionality for Confidential software applications
  • Mapped process activities to desired outcomes to rectify operational inefficiencies.
  • Recommended operational improvements based on tracking and analysis.
  • Developed a set of metrics derived from raw company data to track improvements in organizational efficiency.
  • Reviewed files, records and other documents to obtain information and respond to requests.
  • Mapped current processes and offered recommendations for improvement.
  • Developed start-up and scaling cost estimates for business plans proposed to venture capital firms.
  • Understand customer needs, business requirements, and priorities to develop solutions and recommendations based on business needs and Educate customers on software applications, usage, and functionality. Ownership of workflow, taken the initiative to resolve problems and meeting deadlines. Assess operational opportunities to increase service quality or efficiency
  • Build and enhance positive working relationships with Confidential client institutions, processors and internal stakeholders

Confidential - Charlotte NC.

Ops Effectiveness Business Analyst

  • Documented business processes and analyzed procedures to see that they would meet changing business needs.
  • Assessed the impact of current business processes on users and stakeholders.
  • Implemented user acceptance testing with a focus on documenting defects and executing test cases.
  • Identified process inefficiencies through gap analysis.
  • Mapped process activities to desired outcomes to rectify operational inefficiencies.
  • Recommended operational improvements based on tracking and analysis.
  • Developed a set of metrics derived from raw company data to track improvements in organizational efficiency.
  • Reviewed files, records and other documents to obtain information and respond to requests.
  • Mapped current processes and offered recommendations for improvement.
  • Developed start-up and scaling cost estimates for business plans proposed to venture capital firms.
  • Conducted interviews with key business users to collect information on business processes and user requirements.
  • Investigated and implement ideas for quality improvement, increased productivity and cost reduction.
  • Verified that all process control parameters were being documented and followed at all times.
  • Created and updated department work instructions and reports on a regular basis.
  • Completed and maintained accurate and organized records, documents and reports.
  • Escalated safety and quality issues and initiated remedial actions promptly.
  • Maintain, Tracks and Coordinates Contractor PIR information being appropriately entered and handled within the PlantView Application.
  • Adding users, reassigning Action Items and updating individual privileges within PV. Reviewed through automated reports via management team which requires timely and accurate entry of events.
  • Managed SharePoint sites/portals. Resolves inquiries by phone, in person or email in a professional manner.
  • Strong organization, and time management skills with ability to prioritize tasks to work within timeframe.
  • Ability to deal with a variety of individuals from various socio-economic, cultural and ethnic backgrounds. Internal and external customers; requiring excellent customer service and communication skills. Good written and oral communications.

Confidential - Newport Beach, CA

Project Manager

  • Conducted activity-based analysis of business processes and made recommendations based on the findings. Boosted company efficiency and customer satisfaction by streamlining processes deemed inefficient. Manipulated data using pivot tables, pivot charts and macros.
  • Elicited stakeholder feedback and input through interviews and surveys.
  • Drafted financial and resource planning reports using optimization software such as (STS Systems) Survey tools, SAP Business Objects, SDLC, Redmine and Tableau.
  • Developed metrics used to determine inefficiencies and areas for improvement.
  • Documented process flows and developed requirements for functional improvements and enhancements.
  • Documented process flows and developed requirements for functional improvements and enhancements.
  • Analyzed businesses of varying sizes to determine the financial impact of potential investments.
  • Developed organizational change management strategies. Identified "bottlenecks" and implemented new and improved processes and policies. Led cross-functional teams to analyze and understand the operational impacts and opportunities of technology changes. Organized and manage multiple complex projects in parallel, Able to Foresee conflicts/contradictions and potential gaps in proposed solutions in a business "PROBLEM COST".
  • Maintain and own a project, review clients goals and objective, both long term and short term in agile environments.
  • Analysis clients Management & Financial Statements, Financial Ratios & Financial Terms, Interpreting Ratios, and Business Metrics/Key Performance Indicators including P&L and Balance sheet to effectively determine the problems cost and developed organizational release management strategies
  • Responsible for Set up strategy calls with clients and project managers, set up client's company plan meeting and research calls to develop Problems costs, break-even analysis in the preliminary finds meeting with the Clients.
  • Engage clients using analogies to communicate concepts.
  • Maintain creative problem solving, lead investigation through resolution of issues.
  • Strong root cause analysis skills, investigate, evaluate and support prioritization of enhancement suggestions from users, lead small teams through a solution with an experience in analytics / business intelligence tools, Finance/staffing methodology and Project and Portfolio Management (PPM) using Agile methodologies.
  • Khalix System, SharePoint Workflow Management System (WMS) and SAP Business Objects, V-lookup, Pivot table, Six Sigma, Microsoft Project Online, SAS, MS Visio, MS Word, MS Excel, MS PowerPoint.
  • Negotiate between users, stakeholders, handling change requests, rolling out new processes/policies in Change management, documentation, service management, and developers to find the most efficient way to rapidly deliver small but useful pieces of functionality that sum to achieve the larger objectives.
  • Recommend Personal Turnovers (PTOs), consulting services project, Tax Illustrations, preliminary Exit strategy illustration, conventional landing analyzer, business Valuation Services, and Exit strategy plans.
  • Supports E-procurement Treasury reporting supporting appropriate statutory reporting and preparation of financial statements, and meeting the mandated disclosure requirements, Support and maintain Supply Chain BOM, CRM, Microsoft Access and Microsoft Visio; PeopleSoft 9.2, Fluid UI, PeopleSoft Upgrade.
  • Use SAP HRM to perform high-level logic for payroll calculations such as calculating payroll taxes on a given set of wages, reading wage types from specific info types, calculating benefits premiums, and storing the results of the payroll calculation for managing and organizing compensation, QuickBooks Payroll, Paychex, ADP, SAP Fieldglass system.
  • Establish relative priority of requirements through Innovates in processes and team processes to improve efficiency and exploring creative innovative approaches to solving business and customer problems.
  • Provide support to capital markets and prepare presentations for all marketing pitches and provide required materials.
  • Manage and utilize market knowledge and prepare various comparable for all planned transactions.
  • Analyze and prepare materials for all capital markets and evaluate all approvals for same. Provide support to all research studies and prepare information brochures and required materials for all prospective investors. P repare presentations for all investors and participate in all sales meetings.

Confidential - Woodland Hills, CA

Business / Risk Analyst / Change Manager

  • Updating Operational Risk Policy to ensure that the policy reflect best practice.
  • Performing a monthly and daily reconciliation between the risk events reported to Risk Management, Finance and Forensic departments.
  • Perform credit, or fraud, or financial risks analysis on National and Mid-Market merchant portfolio.
  • Managed, Reviews and monitor electronic account and transaction data for suspicious activity and possible fraud
  • Approve or cancel sales orders in accordance with pre - established fraud guidelines
  • Review received verification documents for accuracy
  • Coordinate the investigation of any fraud issues with the appropriate fraud investigative unit or agency
  • Verify all fraud-related documentation in order to perform due diligence on any fraud-related activities
  • Analyze fraud trends and gather information for bank/law enforcement inquiries
  • Verify required documentation and assist customer service representatives with questions or issues regarding customer accounts received via email correspondence
  • Recommended to senior management for adverse action with the goal of mitigating risk exposure for the Merchant.
  • Performing root cause analyses on identified risk events to recommend improvements to prevent these risk events from reoccurring in future.
  • Assisting the Principal Risk Owners and Principal Risk Coordinators with the identification of key risk indicators in their business units.
  • Monitoring the implementation of action plans to address medium and red key risk indicators reported monthly to Risk Management.
  • Developed organizational release management strategies
  • Plan, designs and manage project Lifecycle with Redmine in agile environment.
  • Execute, and monitor scientific workflows for SharePoint in agile environment.
  • Analyzing identified trends in the key risk indicators reported to Risk Management.
  • AML, Money Laundering, Financial Crimes.
  • Assisting the Principal Risk Owners and Principal Risk Coordinators with the identification of key risks and mitigating controls in their business units, as well as action plans to address any gaps in the mitigating measures identified.
  • Assisting the Manager: Operational Risk in preparing reports to the Operational Risk Forum, Risk Committee, Executive Management Team and Chargeback, Risk and Compliance Committee.
  • Acting as a liaison between Global Delivery Risk and EGS partners, technology teams, and the core risk organization by planning Change management, Release management, conducting, and directing the analysis of highly complex business problems to enhance and build risk processes and reporting.
  • Considering and suggesting methods to improve risk analysis and reporting to the Operational Risk Forum, Risk Committee, Chargeback and Board Audit, Change management, Risk and Compliance Committee.
  • Working knowledge of the Bank Secrecy Act/USA PATRIOT Act, Foreign Corrupt Practices Act (FCPA), UK Bribery Act (UKBA), SAS, Office of Foreign Assets Control (OFAC), Regulation W, Volcker Rule, Regulation O, Regulation B, Regulation Z, Regulation CC (“Reg Double C”), execution of the WFCRC Governance program and maintain Centrix Dispute Tracking System.
  • Support Supply Chain BOM, CRM, Microsoft Project Online and Visio workflow utilizing mathematical and statistical knowledge to assist with the building of risk models in support of Operational Risk Management.
  • Adhering to principles & values. Applying Expertise and Technology, Analyzing, Learning and Researching. Formulating and Strategies.

Confidential - Costa Mesa, CA

Project Coordinator/Business Analyst Billing

  • Reduced organizational operating costs by 20% by streamlining processes.
  • Minimizing potential losses by making decisions on chargeback cases.
  • Research and resolution of disputed charges while meeting required timeframes and guidelines.
  • Researches, stores, retrieve, analyze and produce information or data needed to carry out work activities, Using Lightning Sales Cloud Training for Sales Managers
  • Analyzed and report daily chargeback data's.
  • Updates QA/QC data entering received, Six Sigma, e-procurement for Treasury reporting to support appropriate statutory reporting and preparation of financial statements, and meet mandated disclosure requirements (FAS 52, 133/61, 115, 157).
  • Maintain compliance with the Global Buying Policy (GBP) along with utilization of standard Global Supply Management (GSM) source-to-pay (S2P) processes.
  • Analyze and resolve discrepancies related to customer information, contract alignment and eligibility, pricing.
  • Use internal systems to review and process merchant data and chargeback documentation.
  • Reviews documents for completeness and accuracy, compares to database and documentation to evaluate and reject chargeback, as appropriate.
  • Reviews, enters and updates.
  • Database information ensuring the accuracy of manually entered chargeback's, maintained tables and account status information.
  • Scan and process batches of media into the internal systems, including indexing and imaging.
  • Correspond with payment processers, outlets, credit card companies and customers both in writing and via the telephone as necessary to resolve disputed claims.
  • Process fulfillment of retrieval requests to issuing banks.
  • Oversees the maintenance of file documents such as chargeback's correspondence, maintain billing system on Tele soft notifications and dispute letters for later reference and use.
  • Develop chargeback cases by requesting proper documentation and additional information from the outlets.
  • Prepared financial reports, reconcile general ledger accounts, monthly financial statements in an accurate and timely manner.
  • Used Oracle to generate reports and uploaded financials for month end and Release management.
  • Prepared and managed the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing and billing customer credits and collections, payroll, fixed assets records by using excel (Spreadsheet).
  • Used excel for preparing and analyzing journal entries through trail balance, reconciled accounts including accounts payables, maintain payroll time and attendance using SAP Success Factors and accrued expenses and Global View & Streamline applications.
  • Reconciled balance sheet per reconciliation schedule.
  • Worked on treasury and remittance reports and prepared daily reconciliation reports by using oracle, excel.

Confidential - Newport Beach, CA

Business Analyst- General Ledger

  • Tracked, analyzed and interpreted trends in financial reports and created business document requirements in an Agile environment.
  • Reviewed federal and state laws to confirm and enforce company compliance.
  • Designed the employee performance evaluation process and merit program.
  • Developed organizational change release management strategies
  • Worked with senior-level management to create fair and consistent HR policies and procedures. Processed all salary changes stemming from merit increases, promotions, bonuses and pay adjustments.
  • Created executive analysis reports highlighting business issues, potential risks and profit opportunities.
  • Led the modeling, planning and execution of all financial processes. Measured loan submissions based on quality control plans and investor regulatory compliance standards.
  • Analyzed complex regulation and policy documents that directly impacted budgetary and financial matters. Prepared financial reports, reconcile general ledger accounts, monthly financial statements in an accurate and timely manner.
  • Used Oracle to generate reports and uploaded financials for month end.
  • Prepared and managed the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing and billing customer credits and collections, payroll, fixed assets records by using excel (Spreadsheet), Microsoft Project Online.
  • Prepare billing for all services rendered.
  • Issue SWA s and PO s to vendors and Confidential departments for all Construction Services.
  • Troubleshoot issues with opening projects, SWA s, PO s, invoices, and Tele soft for invoice billing, BMC Remedy on Demand, project costs, and billing.
  • Use Redmine, SAS, GIS Project Management (PM) tool, for planning, designs, Time & Attendance submitter. and projects management.
  • Analysis existing data from new initiative project system to create reporting that meets the needs of GIS PMO organization
  • Maintain databases and analyze all market intelligence programs. Prepare various capital market reports on a weekly and monthly basis. Analyze all quarterly reports for investors and identify appropriate market trends for all fund investments. Assist various departments in all capital projects for capital markets. Administer and prepare cash flow models for financial structures. Develop financial terms and conditions and review all investment value.
  • Analysis existing forecast data to create robust reporting that meets the needs of GIS staffing planning, workforce strategy, and routine staffing management and transiting the existing Computer Associates Project and Portfolio Management tool to a percentage based allocation structure
  • Create/update crew sheets for Confidential Construction Services.
  • Ensured all artifacts complied with corporate SDLC Policies and guidelines
  • Reconcile P-Card transactions, Campus Solutions, IB, AE, People Code, Sales force.
  • Used excel for preparing and analyzing journal entries through trail balance, reconciled accounts including accounts payable and accrued expenses.
  • Reconciled balance sheet per reconciliation schedule.
  • Responsible for timely and accurate Music Royalty rate set-ups and statements for artists and participants.
  • Reconciled balance sheet per reconciliation schedule.
  • Read and understand complex recording agreements.
  • Create and maintain royalty rate structures, based on contractual obligations.
  • Ensure recoupable costs are accurately applied to royalty statements.
  • Worked on treasury and remittance reports and prepared daily reconciliation reports by using oracle, excel, and IBM Cognos Analytics.
  • Process and review statements and identify any issues that need resolution.
  • Liaison with external managers and royalties and internal units including Business Affairs, A&R Administration, Music Finance and Audits.
  • Maintain and trace all transactions, analyze fixed versus variable costs.
  • Ensuring that project design and development activities are in accordance with allotted budget.
  • Work with finance team in maintaining project accounting, budgeting and capital planning systems.
  • Develop financial models to ensure cost-effectives, quality and productivity.
  • Generate financial reports and expense reports for management.

Confidential - Los Angeles, CA

Billing Analyst/Warehouse Supervisor (Part Time)

  • Directed and supervised all inbound and outbound shipments to ensure they were correct and carried out in a timely fashion.
  • Oversaw hiring and training of 5 new employees monthly.
  • Responsible for the efficient day-to-day operation of the warehouse with emphasis on managing warehouse associates and implementing warehouse action plans.
  • Supervises warehouse personnel, scheduling loading activities, supporter company safety efforts, Six Sigma, lean processes and customer service.
  • Made recommendations to the Operations Manager on programs to improve warehouse operations. Supervised outgoing and incoming freight for proper counts and codes.
  • Verified and recorded the count and condition of cargo received.
  • Used propane forklift to load trailer at warehouse. Rotated stock by code and receiving date. Provided reliable and timely project by project expense, capitalization, and amortization and spend data for all departments.
  • Assisted the CFO with the production of the monthly financials, management reports and board packages. Provided direct daily supervision of warehouse associates to ensure the safe, clean and efficient operation of the warehouse.
  • Developed and implemented shipping and receiving work schedules and assignments to ensure efficient operation.
  • Created spread sheets for developing documentation. Reviewed accrual and documentation to responsiveness and/or validity of Utilization Review determinations.
  • Process Manual Invoices and electronic invoices with Tele soft and BMC Remedy on Demand that come through Legal Precision Electronic Billing Software.
  • Worked on excel for creating financial reports. Complete account receivable billing requests which include reviewing purchase orders and the type or work done on each purchase order.
  • Handle all invoice disputes for Third Party Vendors in association.
  • Reviewed warehouse operations daily to ensure the warehouse was neat and well organized and that damage to product, equipment and the facility is prevented.
  • Assisted in developing and maintaining the operational budget as required.
  • Maintained accurate stock records and schedules. Negotiated bulk shipping discounts with contracted carriers. Evaluated operational records and made scheduling adjustments to maximize efficiency. Oversaw special orders and after-hours, urgent shipping jobs.
  • Unloaded, picked, staged and loaded products for shipping.
  • Reported inventory balances and cycle counts in both the ERP and WMS systems.

Confidential - Irvine, CA

Accounts Payable/ Accounts Receivable Specialist

  • Processed an average of 1500 invoices per month for in a large-scale organization. Invoiced and Rebelled invoice Verified details of transactions, including funds received and total account balances. Coded the general ledger and processed vendor invoice payments. Coordinated approval processes of all accounts payable invoices.
  • Balanced batch summary reports for verification and approval.
  • Done Commercial Collections for the account. Issued Credits and updated the data into excel.
  • Researched data and chargeback's. Responsible for cash applications.
  • Responsible for the Accounts Receivable Department, monthly posting reports, cash receipts, cash deposits, housing vouchers, investments, NSF checks, tenant ledger management, replacement reserve requests, ordered office/banking supplies, mail sorting and disbursement and maintained receivable files. Run credit card and check payments, monitor and adjust in To Be Invoice. Apply credits/debits/refunds to accounts, manual invoicing and process EFT payments. Managed database for all invoices, used Oracle as database.
  • Application of daily cash payment received and reconciliation of cash receipts report.
  • Prepared journal entries for disbursed accounts. Running payment reports daily.
  • Accounts/data research for proper/accurate payment posting. Processed checks and credit card payments.

Confidential - Fullerton, CA

Billing Clerk

  • Reviewed and responded to all denial correspondence, electronically files the denials.
  • Reviewed all payments for accuracy of reimbursement, responds with letters of appeal for underpaid services.
  • Prepared monthly financials, input journal entries, managed month-end closings, reconciled bank accounts, Used Excel to support the preparation of all statistical billing reports for internal and external departments.
  • Support the month-end billing system close. Dropped aging reports and worked on all claims/all providers.
  • Created spreadsheets for documentation and follow up.
  • Reviewed chart documentation to responsiveness and/or validity of Utilization Review determinations.
  • Suggested process improvements to secure prompt and regular receipts for the organization. Opened and assigned new client accounts. Conducted month-end balance sheet reviews and reconciled any variances.

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