SUMMARY:

• A certified, accomplished Project Manager with extensive experience across Financial Services and Corporate Technology organizations.
• A self - starter with proven success in providing effective tactical and strategic solutions that leverage analysis, problem solving, leadership and business acumen.
• Unique ability to grasp business needs, align and translate them into appropriate technology solutions.
• Provide governance across the project portfolio, as well as manage individual initiatives.
• Successfully demonstrates in depth cross-functional experience in planning, analysis, and project management.
• Detail oriented, with a highly disciplined approach to process and quality control.

EXPERTISE AREA:

• Project Management
• Vendor Management
• Business, Systems & Data Analysis
• Relationship Management
• Project Governance, Risk and Compliance
• Service Performance Measurement
• Budget Oversight
• HP PPM SME
• Process Engineering
• Staff Mentoring

TECHNICAL SKILLS:

Project Management Tools: HP PPM, Microsoft Project, JIRA

Project artifact writing: Charters, RACI, BRDs, FRS, project plans, process flow diagrams, SOP, SOWs

QA Testing Tool: ALM

MS Office Suite: Outlook, Word, Advanced Excel, PowerPoint, Visio, SharePoint, OneNote SQL, Access, Qlikview, DB2, COBOL

PROFESSIONAL EXPERIENCE:

Confidential, NY

Program Manager

Responsibilities:

• Managed the portfolio of strategic and tactical projects across the Client Services and Global Travel businesses that included SaaS implementations and integrations, mobile application deployments, Data warehousing and analytics, and process improvements.
• Responsible for the implementation of Corporate Systems Technology strategy across the Client Services and Global Travel portfolios. Partnered with IT and Business functional leads to develop strategic roadmaps, define business case, prioritize deliverables, and determine deployment strategies. Provided oversight and governance on work stream deliverables, risks and issues. Delivered and presented regular status reports and metrics to stakeholders and senior management. Worked with business and vendor management offices on vendor setups and security assessments. Acted as IT liaison to outsourcing vendors for support and testing coordination.
• Successfully delivered 2 major programs and various enhancement projects. Performed all business analysis and project management responsibilities, including user story/ BRD creation, scheduling, cost and risk management, pair and continuous testing, communications and implementations. Lead weekly program and project SCRUM sessions. initiative to rationalize, and provide accurate data across the enterprise, and promote transparency in reporting corporate spend. Phase1 built a strategy to align the data, complete their integrations into data warehouse, and reduce the applications in the stack. Responsible for the complete data analysis, ETL, processing to SaaS applications. Collaborated with IT/Data Solutions teams on required Data Governance. Phase 2 defined management dashboards focused on corporate spend. initiative to reduce real-estate cost and change the workplace footprint. Phase 1 - developed the strategy for lease reduction, restacking and deploying EMS, a choice seating and conference room management SaaS application. Phase2- Manage the phased implementation of 8 work streams that include a major software and infrastructure (cloud) upgrade to the application, HR and Real Estate data integrations, tool integration with Microsoft Outlook, global client tool rollout strategy, mobile deployment, data standardization and cleanups, and reporting dashboards. Responsible for Vendor relationship - SOW preparation, technical project planning and implementation support.
• Work with technology and business teams to implement Data Governance strategy
• Define processes and controls for the managed data within the Corporate Technology Organization
• Partner with the business and data solutions team to define processes, ownership, and plans for data management.
• Identify data areas for improvement based upon business priority.
• Develop and execute plans for data quality improvements and improved assessments
• Established project governance processes. Created and promoted the adoption of a methodology to increase collaboration between business and technology partners and improve product delivery.
• Service Now incident management and tracking process - standardized the incident categorization for better reporting & incident analysis; used Excel pivots to identify topics targeted knowledge articles and better L1 support that shortened resolution time, and enabled training for targeted topics.
• Created, Organized and Administered portfolio site; advanced the adoption of the self-help model and preparation for cloud storage solutions.

Confidential, Mellon

Sr. Business Systems Consultant V - Independent

Responsibilities:

• Responsible for the rationalization of reporting data for the Wealth management custody integration effort.
• Provided systems analysis expertise, partnered with business and technology stakeholders, detailing end-to-end data and functional requirements for the reporting work stream.
• Performed all systems and data analysis related activities including data mapping, gap identification, process flows, and use cases.
• Prepared business and functional requirement documentation.
• Created and tracked work stream schedule and prepared monthly management dashboard.

Confidential, NY

Project Portfolio manager and Chief Administrative Officer

Responsibilities:

• Working with the enterprise PMO group to promote consistency, transparency and accurate senior management reporting,
• Support Application Managers through project management and compliance tasks
• Streamlined project initiation process through sharepoint.
• Conducted extensive analysis on the portfolio’s data leading to cost savings and improved vendor monitoring. Respond to queries regarding deviations between actuals and planned performance as well as identifying trends and process improvement opportunities.
• Ensuring compliance to internal and external risk mitigation policies. Track IT risk issues and drive them to closure.
• Driving the annual planning and budgeting process for each business unit; creation of project proposals, allocation of resources, estimate creation, budget negotiation.
• Managing the vendor resourcing process - collaborating with hiring managers, GRO and senior leadership to formulate strategic recruitment plans. Planning, on boarding, defining SOW’s, and invoice tracking,
• Working with Stakeholders - business and technology, Financial Controllers, Vendors and Procurement.
• Participating in cost saving programs through headcount management, reorganization, and relocations.
• Creating and Maintaining Business Continuity Plans.
• Providing all system administration and team training within PPM

Confidential, NY

PM/Business Systems Consultant VP

Responsibilities:

• Serve as a liaison between clients and internal technical teams
• Lead matrixed teams of BAs, QAs and Technologists.
• Write and translate the business, functional and User interface requirements (PRF, BRD, FRD, Use Cases,
• Execute test cases during both system integration testing and user acceptance testing
• Document and assist in training of end users with new functionality
• HP PPM conversion from Excel to the Enterprise-wide Project Portfolio Management Tool
• User Provisioning Services redesign
• Confidential Mellon Merger lead for client facing platform integration
• Client On-boarding redesign
• File Transfer Utility process improvement and SLA creation
• Outsourcing analyst - mapping of outsource client requirements to existing functionality. Supported the integration at the client site, account setup, reporting setup and user training
• Integration of Cash Management reporting, Corporate actions notification and transactions, and funds transfer and collateralized transaction into the bank’s proprietary client facing platform
• Integration of cash transaction processing into the bank’s proprietary client facing platform. Responsible for the analysis and design, screens and transaction interfaces utilizing MQ, and SWIFT.
• Security Master Data Warehouse - to provide securities’ indicative and pricing data to middle and back-office asset servicing systems. Mapped indicative and pricing data from vendor feeds and pushed it to data warehouse that serviced the global accounting, cash management and Mutual funds processing and Client reporting systems. Responsible for the security data cleanup, and data analysis for indicative, pricing and securities classification, and production support.
• Derivative transaction processing end to end. Created a mark to market process. Designed front-end screens to display the products, daily value, and activity.

Confidential, NY

Fixed Income Technology Supervisor

Responsibilities:

• Responsible for full development lifecycle and production support of the fixed-income trading systems.
• Specific areas of responsibility were to provide technical analysis, development and support, for the middle and back office business processes for the finance desk, cash and collateral management areas, clearance and trade support teams.