SUMMARY:

• Veteran operations/information technology professional, with proven skills in project management, implementation, financial/business analysis, leadership, communications, and problem solving.
• Entrepreneurial, results - oriented emphasis on projects involving mergers & acquisitions, automation/technology, expense control/reduction, and systems conversions in change-driven, growth environments.
• Consulting, management, project leadership and technical/analytical roles in various sized organizations have included active participation in accounting, Treasury Management sales/support, product development, networking and telecommunications, float/funds management, image technology, and data center establishment/consolidation.
• In addition to leading large, cross-functional project teams on high profile initiatives, duties have encompassed the spectrum of night-shift production, and entry-level clerical staff, to high-level strategic evaluations, conducted with and presented to bank holding company boards/directors.

PROFESSIONAL EXPERIENCE:

Confidential, Tampa FL

Project Manager

Responsibilities:

• Project management on numerous initiatives in the Confidential .
• Most were focused on ”Big Data” management related to the compliance and regulatory reporting requirements of the client.

Consultant Major Financial Services

Responsibilities:

• Product testing lead for deposit product conversions, as part of client’s standardization and integration efforts.
• Focus on new functionality, regression, life cycle, and conversion preparation/planning utilizing Agile and waterfall project methodologies.
• Tools including MS Office, Quality Center, Blueprint, and Planview.

Sr. Project Manager

Responsibilities:

• Led cross-functional teams on infrastructure projects related to Platform consolidation, high availability, systems enhancements, data integrity, client implementations, emerging technologies, and PCI/regulatory compliance. Heavy emphasis on structured PDLC methodology, utilizing Microsoft Project, Clarity, WBS Chart Pro, MS Office, SharePoint, and technology focus on WebMethods, Windows, various network connectivity vendors/topologies.
• Implementation of upgraded IVRs for two clients, including one of the world’s largest mobile providers.
• PCI compliance certifications for multiple platforms.
• Development and deployment of High Availability solution for ATM/Debit transaction validation engine that authorizes over one billion transactions annually. Availability and dropped transactions improved the first day after implementation.

Vice President, Sr. Project Manager, Business Analyst, Operations Manager -

Responsibilities:

• Led projects related to Mergers and Acquisitions, Image-Based Technologies/Implementation, Automation, Data Center consolidation, Expense Reduction, Call Center Establishment/Consolidation, Non-Interest Income improvement, Remote Image Deposit product implementation, and Customer Driven process improvement. Project budgets to $12 million, teams of as many as 75 members from 10 to 12 states/countries representing technology, vendors, risk, accounting, marketing, HR, various other lines of business.
• As the operations interface for Treasury Management, and Government Institutions, assisted in the responses to RFPs for large corporate and government accounts, hosting and participating in site visits, setting up new accounts, special reporting and unique processes for government agencies, etc.
• Led the Deposit Operations and Research/Adjustment units during implementation of critical technologies, including automated return items, image statements, large dollar return reporting, and various conversions, driven by mergers and upgrades.
• Led budgeting process, including preparation of annual capital and P & L budgets, fixed asset accounting, variance tracking/reporting, for Georgia Data Center.
• Developed/maintained/updated Business Recovery Process/documentation, led associated testing, for Georgia Data Center.
• Conducted wide variety of financial analyses, and associated implementation projects related to non-interest and interest expense, non-interest income, and Capital Expenditures.
• Conducted M & A Due Diligence, subsequent merger driven conversions/integration.
• Third-Party Vendor oversight, relationship management, including transportation, image processing, networking/telecom vendors.
• Unit Cost measurement/analysis/improvement
• Led process re-engineering efforts precipitated by legislation, conversions, automation.
• Led the Atlanta Bank Operations Roundtable during contingency transportation planning for the 1996 Olympics.
• Utilization of project/resource management tools including CA Clarity, Planview, STAMP, Quality Center, MS Project, and SharePoint.

Asset Operations Specialist

Responsibilities:

• In association with the Resolution Trust Corporation’s (RTC) closure of insolvent savings banks and related liquidation of almost $500 billion in assets, led and participated in the asset transfer and liquidation efforts for 22 institutions, including:
• Accounting and Servicing Transfers: Loans, Investments, REO, other assets
• Packaging of assets for subsequent sale/servicing
• Transfer of assets to acquirers at liquidation/transfer events.
• Operational support, including special investigations, in “receivership” and “conservatorship” institutions

Vice President, Consultant, Manager

Responsibilities:

• Established and managed consolidated data processing/operations of multi-bank, multi-state holding company.
• Automated accounting roll-up for holding company, SEC and FRB reporting.
• Sold and serviced data processing strategic evaluation for Midwest-based holding company against “Big 6” competition.