SUMMARY

• Extensive project management experience in financial services with a background in P&L, financial accounting, management reporting, merger integration, IT business transformation, planning, and control. Proven track record in delivering end - to-end business and technology projects in complex environments. Program management leadership skills in mobilizing cross-functional teams.
• Skilled performer avoiding scope-creep by balancing business and technology side needs with realistic project commitment and common sense while leading projects to successful completion exceeding expectation. Recognized for handling multiple projects simultaneously in rapidly changing environments while meeting goals and deadlines. Strong at building and directing high performance teams collaborating as focused units to achieve aggressive business goals.
• Strong track record breaking down strategic initiatives into tactical plans and processes to generate cost-effective solutions resulting in millions of dollars in cost saving.
• Results focused Leader and Program Manager with extensive experience defining and implementing new processes and technology solutions to meet business challenges.
• Areas of expertise include financial/accounting/MIS reporting analysis, project management, full life cycle, productivity improvement, mergers/business integration, quality assurance, strategic alliances/negotiations/budgeting, resource planning and allocation, systems design and implementation, process and procedure redesign, team building/training/mentoring and standards, best practices, and issue resolution

TECHNICAL SKILLS

• Business Objects
• Hyperion Essbase
• MS Project
• Oracle Sales Analyzer
• SQL
• MS Access
• MS Excel
• MS Word
• MS Visio
• SAP
• SAPFI
• SAPCO
• Quality Center
• Life Cycle Management
• SharePoint
• SAP Business Objects

PROFESSIONAL EXPERIENCE

PMO/Program Manager

Confidential

Responsibilities:

• Managed large-scale departmental implementation projects from definition, development, verification, validation, and testing.
• Defined project requirements by identifying project milestones, phases, and elements forming a project team.
• Recognized business needs of management, team members, and customers.
• Developed rapport with all management staff and employees to enhance team approach and service delivery to all.
• Utilized extensive knowledge of resources, technical tools, and vendors to complete projects and provide reporting.
• Performed workflow analysis and identified logical touchpoints between team and partners, other departments or external vendors.
• Aligned projects with policies, standards, and guidelines of the organization.
• Partnered with team members and vendor representatives to gain optimal support.
• Assisted in developing and establishing departmental standards and procedures.
• Searched for ways to make processes more efficient and employees more productive through use of technology.
• Created calendar, milestone, budget, billing, tasks, etc. for each project.
• Coincided with implementations of new plans and provided suggestions for plan design and administrative enhancements in line with best practices in order to meet client objectives.
• Stayed abreast of and understand new and proposed legislation. Guided the team in determining impacts to clients’ plans and internal procedures.

PMO/Program Manager

Confidential

Responsibilities:

• Identified and reported risks and problems, and took steps to resolve quickly.
• Consistently documented all procedures and processes.
• Performed other duties and responsibilities as assigned by the Director/Vice President.
• Adhered to the Medical Center’s Organizational competencies and standards of behavior.

PMO/Program Manager

Confidential

Responsibilities:

• Led and directed the development of project requirements and maintained communication channels with stakeholders.
• Conducted interviews with vendor to determine capabilities, complete transition and identify gaps in the workflow.
• Developed detailed project plan, test strategy, GAP documents, and test execution plan for various stakeholders.
• Managed changes to project scope, project schedule and project costs using appropriate verification techniques.
• Communicated progress to senior management and provided scorecard feedback.
• Created Visio process flows for Business Requirement Documents.
• Aligned strategic initiatives with resource availability and allocations.
• Managed stages of testing which included proof-of-concept (2 phases), performance with full volume, and parallel production.

Senior Project/PMO/Test Manager/Lead Business Analyst

Confidential

Responsibilities:

• Worked on strategic initiatives to converge and streamline liquidities and credit risk data feeds, process flows and data models. Defined and executed a phased approach for common data acquisition strategy, platform capabilities, and data consumption. Implemented a single common architecture for data acquisition hosting and reporting across finance and risk using Financial Risk Warehouse (FRW).
• Managed a project addressing the banks liquidity and credit risk reporting to the Fed. Directed a project team of over ten Technologists and operational resources (on/offshore) budgeted at $10M.
• Launched end-to-end projects and workstreams to support overall initiatives.
• Effectively managed a global team of onshore and offshore Project Managers supporting liquidity and credit risk projects.
• Worked with Business Analysts to understand liquidity and credit risk requirements.
• Developed a program evaluation framework to assess strengths of the program and identify areas for improvement.
• Aligned strategic initiatives with resource availability and allocation.
• Developed detailed project plan, test strategy documents, and test execution plan for workgroups.
• Managed changes to project scope, project schedule and project costs using appropriate verification techniques.
• Measured project performance using appropriate tools and techniques.
• Communicated progress to senior management and provided scorecard feedback.
• Engaged with business partners and stakeholders to obtain consensus.
• Created and maintained comprehensive project documentation to support convergence roadmap.
• Managed a project addressing the conversion of the banks regulatory reportage to Axiom. Directed a project team of ten onshore operational resources and five offshore technology resources budgeted at $5.0M.
• Established detailed project plans, metrics, schedules, resource plans, and status reports. Identified project risks/gaps and created risk mitigation plans.
• Worked with the Reg. reporting operations and technology group to ensure conversion and downstream applications worked as expected.

Senior Project/PMO/Test Manager/Lead Business Analyst

Confidential

Responsibilities:

• Prepared project plan and workflow GAP Analysis including writing business specifications for new reports, programming changes and data mapping.
• Managed and actively participated in all stages of project development including research, design, programming, testing and implementation.
• Coordinated and led project update meetings and documented project status and issues.
• Actively pursued issue resolution and communicated project status/issues to business stakeholders and operational management.
• Interfaced regularly with Business Unit Managers to define project direction and system change priorities.
• Supported project transformation initiatives including identifying and analyzing preliminary business needs, budget considerations, time and resource estimates. Defined and monitored project scope and objectives and solicited business user sign-off for relevant project documentation.
• Managed the MIS portion of the bank mergers. Teams (onshore and offshore, operation and technology resources) for the projects ranged from four to twenty and budgets ranged from $3M to over $20M
• Developed and refined resourcing model including multiple meetings, take-away/follow-ups and on-going model revisions/updates for use in program budget review process.
• Led and directed day-to-day efforts and development of the project requirements and managed the associated communication.
• Led/participated in workstream meetings at an operational and project level, providing continuous feedback on project status to senior management.
• Actively monitored and controlled project schedules and budgets resulting in on time and within budget delivery.
• Assisted in creation and continued refinement of JPMC PLC and project deliverables matrix.
• Liaison with LOB PMO test team to develop and ensure compliance with test strategies, critical business functions, entrance/exit criteria, test plans, test scripts/cases (utilizing HP Mercury Quality Center), execution schedules, defect resolution and implementation plan.
• Worked with line of business and finance work streams to analyze and reconcile SAP ledger balances to Essbase.
• Integral liaison between Management Information Systems and Lines of Business during migration from heritage JPMC System (GLAS) to complete Financial Target Architecture (SAP and SAPCO) including GL, AP, AR and Data Warehousing (GLW and FDW).
• Developed and documented reconciliation procedures for internal auditing.
• Monitored and reconciled PAR actual cost variances vs. budgeted (finance program and workstreams).
• Automated the LOBs reconciliation process by creating mapping tables to manipulate Oracle based management reports.
• Developed detailed reports in Access and Excel including advance functions features.
• Met with senior management, Project Managers, and technical team to develop the appropriate process to ensure financial reporting systems were compliant with Corporate Accounting Policy.
• Created process flow for new procedures and user documentation for new procedures.
• Partnered with Technical Teams/Middle Office/Front Office to ensure project meets expected results.
• Identified and facilitated issue resolutions and escalated where applicable.
• Monitored, tracked, and reported project milestones and timelines.
• Supported business units in the development and execution of acceptance test plans for a successful implementation.

Senior Project/PMO/Test Manager/Lead Business Analyst

Confidential

Responsibilities:

• Provided constructive options to ensure project tracks to original expectations.
• Facilitated management decisions at the earliest possible time.
• Partnered with the business to identify goals and issues and determined the appropriate course of action.
• Worked with the business to analyze requirements and review/produce specifications.
• Worked in partnership with other business analysts to ensure proper integration of new solutions into existing environments.
• Partnered with development teams to ensure specifications and priorities were understood and project dependencies were known.
• Managed efforts to deliver improvements to existing platforms while also advancing the strategic agenda.
• Wrote scripts of pre and post merger workflow process as well as developed reconciliation procedures to insure accuracy of data being converted.
• Supervised a staff of four and developed reconciliation tools/procedures to reconcile figures during parallel testing phase to insure accuracy of data being converted.
• Screened resumes, set up interviews, conducted interviews in conjunction with program manager and communicated interview results with Vendor Management.
• Trained, developed, and monitored new team members progress.