Project Management Strategic Planning Analysis

IT Consulting Team Leadership

• Excels and even leads in new environments with limited experience
• raises the bar for client relations
• Innovative, versatile, strategist who applies business acumen and information management expertise to consistently deliver results. Solid analytical and project management capacity, skilled in research, planning, process analysis and requirements elicitation. Proven ability to capture, analyze, and transform complex business rules and requirements into quality functional specifications and training documentation. Entrepreneurial spirit with a keen focus on creative collaboration to ensure client success. It's not really about the work, the role, the title. It's how we go about, with whom, and the values that guide us.

Areas of Strength Expertise:

Technical Skills

Familiarity with HTML/CSS, WordPress, GitHub, and Basecamp. Proficient in MS Project, Excel, Access, Power Point and Visio. Some training in basic SQL, Javascript, Java, HTML, and OO Design. Experience using Camtasia, Blackboard, BlueState Digital, Tracx, Traackr, and MailChimp.

Professional Experience

Independent contractor, Confidential

Freelance consultant providing project management, research and strategic planning services on a contractual basis.

Project Manager, Enterprise Technology Info Services MVP Healthcare

• Serve as a technical project manager, responsible for delivery oversight and portfolio management support for both IT and corporate projects. Duties include vendor, resource, risk, schedule, budget, and quality management.
• Assigned to oversee the implementation of a data lifecycle management tool, Optim, part of the IBM Infosphere product suite. Reviewed vendor SOW and worked with legal to finalize terms. Served as primary point of contact for the vendor and established communications and performance monitoring expectations. Worked with internal managers to staff the project. Structured the approach to optimize project operations given several constraints. Direct accountability for critical deliverables and milestones, including architectural analysis, infrastructure build, and data archiving and validation.
• Assigned to support an enterprise integration program, with multiple projects and tracks within the project. The integration is due to the acquisition of a smaller, specialized insurance company, the objective being the consolidation of business processes, systems, and data across the two organizations. Initial focus is on the implementation of a suite of applications and a staging database interface between the apps and source data systems. The applications impact multiple business processes, including encounter data reporting to NYS, exchange enrollment, and Medicaid and CHP billing.

Consultant, IT Strategy Planning Confidential

• Provided data and process analysis support for the development and implementation of an enterprise capability model aimed at creating an analytical lexicon to tie corporate strategy to business needs and ultimately, IT capability. The goal was to strategically align the system inventory and project portfolios to the desired capabilities articulated in corporate strategy.

Foundation for opportunity in education, Confidential

Non-profit educational advocacy organization dedicated to ensuring access to high quality education in New York State.

Senior Program Manager,

• Provided program management support for outreach and communications within a very focused advocacy campaign. Direct oversight of contracted expertise, monitoring key deliverables and ensuring timely reporting along key metrics.
• Responsible for configuration and management of all technological and digital assets which include all social media channels, a CRM database, integrated website and infrastructure, influencer identification and reporting tools, and online listening platforms.
• Provided event management services for small events as needed. Coordinate marketing, registration, location booking, staging and other related activities such as post event outreach and follow up.
• Assisted with development and distribution of targeted communications via email marketing campaigns and social media outreach. Responsible for segmentation of CRM database to support customized grassroots engagement.

Independent contractor, Confidential

Freelance consultant providing project management, research and strategic planning services on a contractual basis.

Senior Program Manager Foundation for Opportunity In Education, November 2012 December 2012

Same responsibilities as noted above, just on a contractual basis. Asked to join the team as a permanent employee in January 2013.

Assistant Program Manager Blue Slate Solutions,

• Supported program level oversight for a portfolio of 9 complex projects that collectively serve to guide the successful implementation of an automated claims adjudication system for a Third Party Administrator.
• Immediate focus on 3 key processes: resource, communications and change management. In the absence of standard processes and tools, implemented a temporary resource management process to level resources and alleviate conflict due to constraints.
• Assisted with data collection and analysis to inform decisions relative to budget and planning.

Confidential

An accredited non-profit college, providing efficient and affordable access to higher education for adult learners. Offering multiple avenues to degree completion, including credit by examination, Excelsior has emerged as a leader in online and distance learning.

Confidential Professional Development,

• Provided operational oversight and strategic leadership as part of the Extended Education department, a new, entrepreneurial division within the college. Responsible for over 150 non-credit career training programs and additional responsibilities and initiatives as follows:
• Leveraged process optimization and project management expertise to provide ongoing guidance on business process analysis and strategic planning activity. Documented and analyzed marketing, enrollment management and student engagement functions, identifying gaps and prioritizing opportunities for improvement. The exercise resulted in a detailed SWOT analysis which informed a 3 year strategic plan with annual goals to drive progress along three strategic priorities: Program Excellence, Operational Efficiency and Innovation.
• Served as primary liason for external strategic partners including subject matter experts, adjunct faculty, instructional designers, content providers and internal cross-functional collaboration with executive leadership at the college.
• Responsible for weekly reporting to the VP of Extended Education and quarterly performance reporting to the President and Executive Staff. Accountable to measureable goals that were aligned to the college wide 5 year strategic plan.
• Worked with Legal Counsel to develop, review and negotiate contracts with partners, vendors and other contractors. Undertook an initiative to comprehensively review terms and structure based on program portfolio analysis and short-term strategy.
• Provided oversight and leadership to the Executive Director for Business Development on all aspects of program marketing. This included online advertising and email marketing campaign management, conference and tradeshow promotions, and collateral development.
• Oversight of annual budget of approximately 700,000. Direct fiduciary responsibility for cost control and profit maximization. Managing a CRM solution and registration workflow automation initiative to provide solid operational foundation for scalable growth.
• Managed all new program development projects from market research through content development within the college's learning management system.

Consultant, Confidential

• Served as a member of the Enterprise Consulting Business Unit, responsible for large-scale, enterprise-level projects. Dedicated consultant for the Higher Education HE vertical, helping lead university development office CRM implementation projects.
• Recognized for the unique ability to get acclimated in short order, immediately contribute and add value to project teams. Quickly developed product and industry knowledge relevant to the HE vertical, successfully leading system configuration and business process design sessions.
• Documented and shared recommendations on how to improve new hire training programs. Served as the point person for development of a best practices repository for the practice.
• Nominated for the 2010 most valuable new hire of the year award.
• Suggested and then assumed responsibility for the documentation of a concise guide to assist clients in effectively preparing for project design sessions and client-owned deliverables. This was in direct response to clients not fully understanding their roles and responsibilities.

Blue Slate Solutions, Confidential

Boutique consultancy specializing in the healthcare, insurance, and financial services verticals.

Senior Consultant,

• Directed online learning management system implementation project driving documentation and clarification of system configuration requirements, while serving as mentor for client's internal resources assigned to the project.
• Worked extensively with the business and IT to identify requirements for 500K provider enrollment workflow application, maintaining oversight from design through UAT.
• Assumed multiple, diverse roles in delivery of large-scale healthcare payer workflow applications, including project manager, business analyst, and test coordinator.
• Rapidly promoted from graduate intern based on ability to learn quickly and successfully deliver results. Moved up in the ranks within 3 years, breaking company record.
• Worked with team to drive expansion of Business Analysis Center of Excellence
• Key member of market intelligence team, tapped to develop case studies and perform market research to inform organizational strategy.
• Performed a benchmarking exercise assessing project management methodology used for operational improvements. Worked with a cross-functional team to refine methodology and ensure alignment with best practices within organization.
• Managed 1.2M project for medical review department of a large healthcare payer. Created project charter, established development timelines, monitored progress and reported status, identified and migrated risk, as well as managed ongoing resource allocation.
• Researched, evaluated, designed, and documented a Software Configuration Management Process, laying the foundation for improved release management and software change control.

HR Graduate Intern,

• With no prior experience created a recruitment program to meet the needs of a growing concern. Quickly identified quality candidates, with 10 new hires within one year and a daily candidate pipeline of about 15-20 people.

Strategic Solutions, Confidential

Independent business consultant providing strategic research and planning services. Worked with Hudson Valley Community College, facilitating the planning and development of a workforce research and development center.

Principal /Research and Planning Consultant

• Provided project management and strategic leadership to establish benchmarks for programs and services. Conducted exhaustive research and analysis of comparative models and operational structures. Identified targeted market segments and potential industry partnerships, prioritizing short-term goals, and business plan development.
• Instrumental in bringing on board 3 key organizations for buy-in and support.

The Business Development Center Confidential

Non-profit which fell under the umbrella of the Rensselaer County Regional Chamber of Commerce. Handled all of the economic development programs and services for the Chamber of Commerce.

Director of Economic Development

• Oversaw and administered economic and business development activities. Consistently worked to attract, retain, and expand business through effective development and execution of targeted services including site location assistance, business planning, entrepreneurial training, identification of various resources and incentives, as well as addressing state and local government regulatory issues.
• Successfully secured the renewal of a municipal contract with the City of Troy IDA. Tactful negotiation and a comprehensive presentation of data-supported information led to a larger contract.
• Ran the Entrepreneurial Training program, Smart Up, managing all aspects, including scheduling, conducting curriculum review, establishing a marketing plan, and coordinating graduation ceremony, graduated 10 new entrepreneurs.
• Liaised with local, high profile Economic Governmental Affairs Committee business leaders to encourage attendance as well as sharing of projects and perspectives. Increased committee membership.
• Managed daily operations, reporting directly to the President and the Board of Directors regarding financial and organizational performance.

Confidential

A Goldman Sachs subsidiary and one of the nation's leading providers of comprehensive financial counseling.

Portfolio Administrator

Assisted clients in executing transactions to meet investment objectives, responding to and providing prompt resolution for all client inquiries and concerns. Facilitated and monitored asset transfers, ensuring complete accuracy and efficiency.