SUMMARY:

• Enclosed is a Letter of Introduction and Resume which address accomplishments specific to Program/Product Management, Change Management and Business Analysis/ Process Improvement.
• Achievements are inclusive of initial performance assessment, metrics, predictive analytics and remediation planning.
• All technologies and professional disciplines documented.
• As a Program and Change Management professional, the decision to focus on this specific work domain, is a direct response to my observations as a consultant over the last 5 years.
• Whether on Confidential or in the Retail industry, with the availability of the cloud, shared service models, digital transformation, the long overdue advent of agile technology, culture has taken a dramatic turn.
• Companies are making the investment to strive to become more efficient, increase performance, conducting enterprise audits of talent upgrade, which has a direct impact on their business presence, market share, and ultimately corporate revenues.
• The process to ensure that the end to end assessment to solution implementation, is conducted flawlessly, requires being well informed in this domain, a commitment to strong work discipline, knowledge of business processes, and technologies employed.
• There must also exist an appreciation for the value attached to executing the work in a quality fashion, including appreciation for the impact to organizations, and the need to ensure optimal due diligence and reinforcement planning.
• This work represents quality experience, having provided solutions to several major corporations.
• The process of upgrading an enterprise, with efficiency, best technology, forward compatible upgrades, should also include a long - term quality transformation resourced mandate.
• An important aspect of that work has been to manage expectations, agreements, and often resistance, among the business, vendors, corporate IT, and all contributing/impacted stakeholders, before, during and after the implementation phase of those projects.
• Please review my resume, which underscores my level of commitment and my capabilities as a very experienced and accomplished Change Management professional.
• I would be very happy to discuss details specific to any aspect of the world of Process Improvement, Business Change, Digital Transformation, Remediation, Talent/Workforce Assessment and the concept of ongoing Reinforcement and Process Validation/Transformation, Continuous Process Improvement.
• Highly Motivated, Executive Consultant - Repeat success, delivering game-changing Program Management and Change Management solutions to global customer base.
• Pioneers best in class business process management and workflow automation solutions.
• Expertise in Financial Services, Institutional and Retail (Insurance), Healthcare, Pharmaceutical, Utilities, Retail, Digital Media, with strong command of operations, product development workflow, customer experience management, and digital transformation technologies. Well versed in current trend where companies are seeking to gain maximum operational efficiency, leveraging AI/BI tools to set new improved performance goals, upgrading to enabling technologies and ensuring that corporate talent aligns with targeted goals.
• Deploys Global Enterprise Change Management Solutions to so that programs including Corporate Restructuring, Mergers/Acquisitions, Business and IT transformation programs are proactively launched without risk, challenges or failure
• Introduce ground-breaking innovations to clients, employing expertise in business processes, product and system lifecycles, digital support technologies, and knowledge and change management.
• Mentor client, to establish best practices, drawing on knowledge of business analysis, product and systems development, business operations, program management, diverse digital and cloud support technologies, experience in delivering desktop, network and data solutions.
• Implement resilient sustainable Change Management solutions for the client, including implementation plans, risk mitigation/management, organization design, talent management, and planned workforce strategies to support forward compatible upgrades to business and technology workflow with comprehensive reinforcement plans.
• Transition client from sub-standard business process models to optimized models of success and efficiency, frequently employing custom COE models, resulting in significant measurable cost savings and increased client revenue.

CORE COMPETENCIES:

• Capital markets/FX-Currency/Commodities
• Business/IT Process Optimization/IT/Process/Organization. Integration/Restructure
• RFP Management /Diverse support technologies (e.g., SAP Ariba)
• Wealth Management/Mutual Funds/Series 6/Insurance/Fixed and Variable Annuities
• Org. Design, Strategic Workforce Planning, Talent Management
• Vendor Management/Governance/Compliance
• Financial Business Operations & Technologies-FO/MO/BO
• Shared Services-Micro Services, Custom Centers of Excellence
• Budget Management/Cost Analysis Presentation
• Financial Services- Institutional/Retail/Consumer Banking / Insurance Life/Health
• Digital Transformation, Data Management/Privacy/Modelling
• Use Case - Proposals/Presentation/Demonstrations
• Market Data-Global Solutions/Analytics
• Cyber-Security/AI/BI/Analytics /(I)BPM/PPM/ERP/CRM/ITSM
• Client/Stakeholder Outreach/Governance Team enrollment
• Healthcare,InsuranceProviders Pharmaceutical, Retail, Utilities, /Product Management/Business Analysis, Program/Change Management
• Business/IT/Operations Optimization/Agile-Digital Transformation/Digital Media - E-Commerce Client Facing Technology/Digital/Desktop.
• C-Suite / Stakeholder Negotiation/Contributor/ Leadership/Team Building/Professional Development/Product/Program/Change Management/Business Analyst
• MS Project, PowerPoint, Excel, SharePoint, Word, Visio, SQL MSG Salesforce
• Cloud Migration (Private/Public) Cloud/(AWS/MS AZURE)SAAS/PAAS/IAAS

EMPLOYMENT HISTORY:

Confidential, NY, NY

Program /Change Management Consultant

Responsibilities:

• Business Plan/Comprehensive Change Management Strategy -Present financial cost options for product support framework required during internal controlled testing, UAT phase and initial launch. Sample criteria considered and evaluated included support outsourcing, phased workforce onboarding and longer-term capacity planning.
• Organizational Design to outline diverse options, resources and skill set required in order to ensure from initial launch through live production, all support talent- contract or FTE- is defined, in place, fully trained for support mandate - . It is anticipated that plan will evolve over time as UAT testing results mature.
• All plans and proposed support models to be reviewed and closely evaluated for change management, as product release process is scheduled, and UAT continues to evolve to controlled launch.

Confidential, NY, NY

Global Program/Change Manager

Responsibilities:

• Business Process Improvement/Global Change Management Governance Program. Leveraged Digital Transformation Technology Research and Analysis to determine optimal solution.
• Decision to outsource and implement BPM technology due to low code option, agile approach and potential to configure to specification. This was determined to be superior approach than traditional programming approach.
• Initial phase - secure agreed MVP, and to leverage agile approach to rapidly deploy / to sustain momentum gained once new methodology and RACI model was published and approved.
• Digital Technology selected would support multi-phased approach, with predictive analytics capability, produce detailed performance statistics for each stakeholder team.
• Required complete audit of enterprise architecture and assurance that BPM digital transformation technology selected, integrated transparently, (through (REST or Custom API), in later phases. (e.g. ITSM- Service Now, HR/ERP (Seibel-SAP), IT and Product Management, (Confluence/JIRA), Legacy Order Processing- Entitlements and Pricing System, (Seibel/SAP), diverse value- added desktop applications. (Salesforce etc.)
• Requirement for technology to easily configure to specification, with parallel evaluation and specification processes to begin configuration of subsequent phases.
• Executed time critical assessment of customized enterprise global product development methodology
• Accomplished goals through creation of governance center of excellence, with all key enterprise stakeholder SMEs, significant driver and consulting resource for engagement.
• Transitioned manual methodology to best in class BPM/PPM digital assessment and transformation solution/Created vendor presentations, training and mentoring sessions.
• Initial Scope - Enterprise wide manually intensive business processes and organizational workflow, Data content management, Global Enterprise-1000+ Users.
• Managed competitive RFP process, in accordance with client governance policies and standards. Scope of RFP far exceeded anticipated MVP program requirements due to decision to execute complete technical audit during RFP cycle.
• Evaluation criteria mandated to include Operational Response/Support, full compliance with TR global Cyber-Security program and standards, Global 24/7 Support/ Premier Response model.
• Ensure resiliency of entitlements process, so clients could be integrated to automated solution without security risk
• Upgrade customer experience management.
• Assessment completed for individual vendor corporate standing, competitive positioning, functional, service and process capabilities, vendor engagement model, SAAS governance/compliance standards, (AWS/MS AZURE) solution implementation/operational costs, and Change Management strategy/detailed plan.
• Developed all Program Plans, Change Management Plan and Scaled UAT Plans
• Overcame corporate budget challenges to secure funding with creative scaled Pilot Test /Proof of Concept, which resulted in successful global deployment of enterprise scaled solution.

Confidential, NY, NY

Senior Program Manager

Responsibilities:

• Successfully implemented complex Global Business and IT solutions for high profile client base. Increased repeat client business by 60%. As Senior Delivery Consultant, assumed the role of domain expert, working in capacity as Executive Consultant to Global clients. Accountable for success of staff and all active engagements (est. 10-20 active) Mission critical programs including Product Development/Delivery, Governance, Data Privacy/Cyber Security, and Enterprise Process Improvement, Remediation and Change Management.
• Domain expertise - - Business Processes, (Institutional/Retail), Diverse Business Sectors, Commercial/Custom Products/Platforms, Market Data, E-Commerce, Digital Media, Data Content/Management/Presentation, Network Infrastructure, Data Management, Cyber Security, Shared Services, Micro Services, Custom Client Center of Excellence, (RACI) model, Cloud Migration, (AWS/MS AZURE), GRC, Digital Transformation, AI/BI/IBPM, Predictive Analytics,, PPM, ERP, CRM, ITSM,) technologies/PMBOK, Prince 2 and Six Sigma methodologies..
• Comprehensive Business Process Improvement/Change Management/Custom COE service offering - Change Management strategy, including target goal impact assessment, (Business Process/Performance Improvement metrics assessment, (BI/AI)), gap analysis, PM/CM/Governance Implementation Plan. Often included process and IT transition strategy, talent management, organizational design, strategic workforce planning, training and resistance /reinforcement plans. Experience and success with multiple CM methodologies - Prosci / Adkar certification Q12019/onsite testing/certification.
• Representative consulting engagements comprised/impacted 20- 2000 individuals in diverse assignments, assuming role of Change Management Consultant, Program Manager and Business/IT Solutions Analyst. Managed all RFP processes for the firm, both response and generation. Frequently partnered with Big 4 and other specialized/domain specific consulting groups, as required or requested by client. Often leveraged AI/BI tools to assist client in definition of contract goals. Engagement personnel resided both offshore and onsite, with custom stakeholder organizational models, and methodologies. Examples of projects managed which included Both Change Management and Program Management Mandates include the following: (Addendum documentation/ engagement specs available).
• New Infrastructure and Product/ Data Content Acquisition /Client Delivery
• Digital/ Media/E-Commerce/Consumer Interface Technology
• Digital Transformation/BPM/Assessment/Remediation/End to End
• Cyber Security Upgrade/ Governance, Compliance Project
• Cloud Migration Program/Onsite/Private/Public Migration (AWS/ MS AZURE)
• Program Management Organization - Charter and Implementation
• ERP Upgrade/Turnaround/Corrective Action/Insurance Provider
• Governance, Compliance, Risk Steering Committee - Charter and Management