SUMMARY:

Non - Technical Waterfall Project Manager or Project Coordinator / International PMO Financial Analyst /Project Portfolio Executive Secretary / Investments Analyst / Wealth Management Administrative Assistant 1) financial services business process re-engineering, 2) financial services legal and compliance IT infrastructure and applications, 3) IT asset management, 4) telecom tower construction and upgrades, 5) automotive industry IT infrastructure and applications development

SKILLS:

• SharePoint 2010, 2013 and 365 (collaboration and document storage)
• Web Parts: site pages, document libraries, lists, calendar; site permissions
• Project revenue and budget forecasting, project status reports; User Acceptance Testing (UAT); Waterfall; Agile-Scrum
• Excel, financial and data models, logical functions, recorded macros with some Visual Basic, pivot tables, graphs, vlookups
• Microsoft Project labor booking reports from the business warehouse supplier relationship module (catalog for publishing bids)
• Skype for Business for team audio-conferences
• PowerPoint, Camtasia video editing, organization charts and business process modeling

EXPERIENCE:

Stock Market Analyst, Investor & Investor Tax Preparer

Confidential, Plano, TX

Responsibilities:

• Write a monthly social media post which provides updates on financial markets, monetary policy, and the economy
• Create, maintain, and improve three financial models in Excel: asset selection model for stock and income, trade log and capital gain/loss model, and 1099 tax accounting model
• Monitor the investment portfolios and rebalance them for different market conditions
• Arrange for tax preparation, file federal tax, proofread by preparing taxes manually, research tax issues, correct mistakes, file amended tax returns, and handle IRS Letters to resolution
• Project manage the setup of hardware, software, and operations for a stock market trading desk

Confidential, Plano, TX

PMO Financial Analyst and Project Manager

Responsibilities:

• Produced project manager utilization reports for capacity planning by PMO executive
• Worked with project managers to reforecast project schedules
• Created billing lines for invoicing
• Submit financial data to invoice analysts and the project accounting system
• Maintained pipelines of projects in size from $2K to $6.5MM; increased total contract values given approved change request purchase orders for additional funds

Confidential, Dallas, TX

Integrated Change Control Analyst

Responsibilities:

• Created a revised log to clean data and categorize 1,200+ change requests from a pool of 1,700 SWA tasks over AAS vendor sub-tasks and gap tasks into five categories: four value capture categories: 1) revenue, 2) customer, 3) technology, 4) employee, and one technical/administrative category

Confidential, Irving, TX

Project Assistant

Responsibilities:

• Provided project support for the Infrastructure & Hardware Lead, the Training Lead, and the Project Manager; reviewed risks and risk responses with project manager; added the Work Breakdown Structure for the hardware stream; assisted with requirements gathering
• Used Agile methodology to collaborate with a SharePoint Designer technician to arrive at a design for a UAT intranet site; created the UAT SharePoint site using SharePoint Designer and HTML; recognized the user story in checking the completion of user acceptance tests and tracking the progress of the UAT phase
• Assigned courses to employees in the firm’s online training system and tracked attendance
• Enter task list into MS Project for timekeeping clocks installations by state

Confidential, Dallas, TX

Project Finances - Reporting Analyst

Responsibilities:

• Worked with a CPA Analyst, a CPA & CFA-III Analyst, and a vendor to use data models, financial models, macros VBA editing, and trend analysis to fund and close properties
• Analyzed, aggregated and reported real estate ownership documents of 40,000 residential real estate properties; used trend analysis for timing of funding operations

Confidential, Plano, TX

Project Program Management - Data Administrator

Responsibilities:

• Used SAP to publish bid invitations, delete purchase orders, close bid invitations, and cancel services scopes for 800 construction projects (Site Acquisition, Alternative Access Vendor, and Construction)
• Used Excel to produce three times a week the awaiting approval pivot table reports for published bids and confirmations of services provided (report based on 400,000+ rows of data from SAP)

Confidential, Dallas, TX

Project Coordinator

Responsibilities:

• Completed workstation surveys to schedule training and migration of data from old computers to new computers and replace analog VGA-connected monitors with digital DVI-connected monitors (headquarters, data center, regional locations)
• Reconciled physical inventory to IT asset management system inventory
• 1,100 new assets deployed, 85% laptops, and 1,500 assets retired, 40% laptops
• Staged approximately 60 computers (50% laptops) when serving as a back-up to staging room technicians

Confidential, New York, NY

Executive Assistant and Executive Assistant

Responsibilities:

• Tracked USD, INR, and ChF costs of contractors and consultants for budgeting purposes
• Managed the onboarding/offboarding of 50 consultants/contractors, in person and virtual
• Collected and consolidated project status reports on time for bi-weekly meetings

Confidential, New York, NY

Executive Assistant

Responsibilities:

• Team managed the Outlook calendar of a Group President who reported to the chairman of Confidential and was on the board of directors of two firms and one college
• Submitted expense reports for the VP-Business; purchased contract help and supplies
• Used PowerPoint, Excel, Access, and Word for a Group President’s quarterly presentations (40-60 slides) to the financial community
• Produced slides (text, graphs, images, organization charts), documents, and database tables, queries, and reports for internal quarterly meetings, speeches, direct report performance reviews, road trips, incentive/reward trips, planning/strategy sessions and training sessions; maintained distribution lists, sent mailings, maintained the file room
• Fielded customer calls to the president’s office and worked with the customer service unit designated for high end cardholders and those who contacted the executive offices
• Assisted with staff meetings (invitations, video conferences/ technology, logistics, food orders)