SUMMARY:

• Confidential has served for 18 Years as a Senior Project Manager, Senior Business Analyst, and Business Process Re - Engineer in a majority of financial institutions in hybrid roles involving hands on tasks for the entire SDLC; meeting with and creating reports for Senior Management sitting in concept phase, gathering the functional and business requirements, creating matrices to the system requirements, creation of prototypes and visuals (including screen shots), gathering the development time and materials, creating the project charter, plans, and schedules, setting up and reporting resource budgets, running the team meetings with issues, action items and risk registers, scheduling and running the interfacing application discussions, following up on the development and technical details
• Hands on and reports of testing (Unit, System, Regression, Performance, and a special attention to User Acceptance Testing), QA to insure the product/process is acceptable to business and management, configuration management of all documentation and builds, change management to any scope inclusions and release management to add each item to the roll outs, the full implementation process in detail to accomplish successful installment on production environments, and training associated with each change to the users.
• Process work provided includes diagrams, process flows (swim lanes), ‘as is’ vs ‘future state’, Voice of the Customer (VOC), DMAIC, and Six Sigma process updates.
• Built methodologies include Waterfall, Agile, and input to SOX, COBIT, and ITIL (with hybrids of these methodologies most commonly used).

TECHNICAL SKILLS AND TECHNOLOGIES:

MS: Office Suite (Word, Excel, PowerPoint, Publisher, Front Page, Outlook, and Access), MS Project, SharePoint 2010/2013, MS Server, Team Foundation Server (TFS)

Graphical: Adobe Photoshop, Adobe Illustrator, PageMill, Axure (Mock-Up/Prototyping), Balsamiq

Models/Flowcharts: Visio, allCLEAR, EA 9.3s, Rally

Requirements/Testing/Change Requests/Bug Release Mgmnt: Tracking Rational Rose, Requisite Pro, ClearDDTS, ClearQuest, Service Center, Remedy Software, CaliberRM, Clearcase, Mercury Quality Center (QC) 10.3. QlikView, Service Now Change Request

Portfolio/Financial Mgmnt: Jade, CA Clarity PPM 13.1, Clarity PPMO, Oracle Financial HR PeopleSoft, Planview, Iris Web, STAMP, and Crest

Rules: RuleXpress, RuleBurst, Jrules/Ilog, Pegasystems, and Rules Engine Technology (BPMS)

Version Control: Microsoft Visual SourceSafe, Intersolv's PVCS Version Manager and Tracker

Project Management, PMBOK, PMI, Six Sigma, DMAIC, Enterprise Project Management (EPM):

SDLC: Waterfall, RAD, Spiral, Agile, Scrum, Lean, Kanban, OSAM, GUI interface and InConcert/Forte workflow management software; Host and Non-Host, UX for UI/GUI, UNIX/AIX/SAP BO (Business Objects), ETL, BTEQ, MQ Broker, Legacy Data Warehouse

EDI File Transfers; DataFeeds/ Conversant: SAS, SQL query, Access

Database: Sungard, OmniPlus 5.80, OmniTrade 5.0, Mobius Reports

OSS Telecommunications Systems: Order entry, Call Centers, Provisioning, Customer Accounts, Usage Records, Billing, Invoicing, Middleware, Extract Systems, Legacy Systems), Windows OS, XP, Windows NT, AS400, HP-Unix

Projects included use and understanding of: C, C++, .NET, HTML, XML, EJB, JAVA, JavaScript, SQL, ORACLE, CORBA/ORB, OO Methodology, UML/Use Cases/Senarios/Modeling/Diagraming

Business Process: Reengineering, SOA, BPM, BMPS, BPEL

TEAPOTS Application with: LDAP, Oracle 10g, NetDynamics, SQL Server, SUN Solaris, Java- J2EE, WAN protocol, WebLogic 7.0, JAWs, Dragon, (508 Compliance), Internet Explorer 6.0, BizTalk, VRM Tool (Vendor Risk Management)

UML Modeling: Use Cases, Scenarios, Process Flow Diagrams, Visio Swim Lanes, All SDLC Documentation CASS Application with Peregrine Service Center

EXPERIENCE:

Confidential

Program, Project, Product Manager

Responsibilities:

• Project Manager for Rally Health projects; ‘Cross PM’ 3 work efforts; then filled the need for Optum Cloud work
• Program Management/Project Manager for Optum Cloud Provider Data Capability Initiative (PDCI)
• Took over program oversight for Provider Data Management (PDM), PDM Infrastructure, PDM Analytics, NDB Search 2.0, and Stitch/Optum Intelligent Relationships
• Project Managed directly for PDM Analytics, and Stitch/Optum Intelligent Relationships projects
• Handled Project Management of spin off projects for PDM and NDB Search 2.0 the converge their customers and work efforts; included PDM/NDB Search 2.0 convergence, and the related prioritized work effort of NICE data for M&R Rally (Health) initiative
• Responsible for project management duties including Project Plans, Budget ($3 Mil), and all IRAAD related issue follow ups
• Created 9 Weekly and 6 BiWeekly status reports for Senior Management and leadership
• Worked with Agile/Scrum team and completed OSAM (Optum Scalable Agile Method) training

Confidential, NY, NY

Project Manager

Responsibilities:

• Led Vendor Risk Management (VRM) Tool Migration from IROdb legacy system
• Liasoned between business and technical teams for completed implementation
• Provided Assistance to all Service Request Owners (SROs) for the migration of their transaction
• Created Data Quality reports for correction of issues and errors according the tool mapping
• Created an escalation plan to meet top executive directives for the deadline oriented project goals; assisted in reaching targeted due date
• Agile substitute Scrum Master; Product Owner with Rally tool US and Offshore resources
• Liaisoned with Senior Executives in UK, Germany, China, Japan, Singapore, Phillipines, India, and NY
• Set up Team Meetings for internal development teams and Senior Management decisions points
• Supported London, Germany, China, Phillipines, Singapore, US, and India for worldwide migration project
• Provided liaison for all outstanding VRM Tool follow up; promoted team spirit and succeeded with rapport building
• Created Data Analysis reports for all outstanding missing data post migration; created Powerpoint Presentation to provide future requirements and ease of use for online internet application

Confidential, McLean, VA

Senior Project Manager

Responsibilities:

• Managed TMSIS Project as Subcontracted through eDaptive Vendor utilizing Agile/Waterfall Methodologies
• Set up all resources and managed individual responsibilities along with scheduled project tasks
• Organized all client facing and internal meetings for validation and input of requirements iteratively
• Created screen shots (visuals of recommendations to software/website) for client validation and input
• Created Action, Issues, and Risk Register for Proposal Vendor follow up and resolution
• Facilitated all team, interfacing application, vendor, and stakeholder status and reporting meetings
• Communicated and reported project and team results to stakeholders, partners, and senior management
• Handled all documentation; administrator to the Sharepoint site for updates and input from team
• Established best practices for project management, agile, and SDLC processes; input to company IT Policies
• Followed through on Security Practices for Data transfers between systems; verified data handling of sensitive personal information

Confidential, Charlotte, NC

Senior Project Manager

Responsibilities:

• Worked on the Institutional Retirement Technologies on the ‘DataShare Phase IV’ project; Institutional Client inbound and outbound file exchange based on SPARK standardized file format and “Transmissions OCL” w/Unified Desktop and Plan Focus ($1.6 and $3.5 Million respectively)
• Created workflow diagrams for a full multi-application data flow for process re-engineering in order to create a standardized methodology for both the internal and external client communications
• Managed and created Project Plan and kept team to schedule resulting in a full implementation on time delivery throughout full project life cycle (SDLC) using Agile (served as Substitute ScrumMaster) and Waterfall
• Supported the Project Management Plan, defined and gathered business and functional Requirements and created a Traceability matrix to include the system requirements, monitored Technical Design Document to completion
• Policed the budget for 90 - 120 project resources in Clarity; collected estimates, charted against actuals
• Gathered all business rules for the products and services for the standardized application development
• Worked both SDLC/Waterfall, CAPA/SOX, and Agile/Scrum projects w/Jazz RTC Collaboration tools, Quality Center and Klikview, Service Now Change Requests (parent/child) and ERM and Deployment Management compliance
• Provided status to Senior Executive Management, team and stakeholders; 4 Blocker, MPP, MDS, BTW (Build to Win) and ran weekly Core Team and BA Meetings in order to bridge the project to the various releases and programs
• Documented, followed up, and ran all adoption, utilization, action items, risks identified and issues to resolution through cross team meetings and discussions
• Supported IT, ST, UAT, Performance, Regression, and UAT testing efforts with over 450 Test Cases and 100% resolved defects
• Worked with all infrastructure projects and scheduled additional patches, upgrades, and provided verification of compatibility for software implementations
• Set up meetings with 3rd Party Vendors for application SME input and communications between teams

Confidential, Charlotte, NC

Senior Project Manager

Responsibilities:

• Worked for Confidential contract as Project Manager for Confidential Global Operations Finance and Operations Applications
• Managed projects for Oracle and DB2 including HTML/XML Portal and GUI/IU front end
• Set up Project Plans, Issues Logs, and Requirements Documentation for all database and CRM applications
• Created WBS for project team based on MS Project Schedule
• Liaison to Users to gather requirements and translate into technical and system requirements
• Assisted in architectural input for SOA and UML processes for identification of systems for business processes
• Led meetings for infrastructure projects in order to align with all development project initiatives
• Controlled the Scope with the use of sign offs and change management processes; included work in current project or created new projects for larger initiatives

Confidential, Charlotte, NC

Senior Project Manager

Responsibilities:

• Liaison between Senior Executive Management, Business Clients, Internal tech team and development
• Responsible for Managing all (3 different Confidential Vendors) third party Vendors for web tools; included UX for the front end Portals and UI/GUI to the interfacing applications
• Followed through on 5 initiatives for growth products; web based tools for calculation of investment portfolios for TPAs, Financial Advisors, and Plan Sponsors; company CRM application mergers (requirements gathering for Salesforce.com CRM Tool)

Confidential, Charlotte, NC

Senior Project Manager

Responsibilities:

• Handled the HR Department requirements for the large user base for intranet membership and data, documentation, and processes of the HR Department for automated processing
• Set up a Project Plan and Transitioning from the Functional Expectations Team to the UX Design Team and reporting to Senior Management; all PMI standards i.e Critical Path, Requirements, Financials
• Organized the Design Teams, Technical Teams, and Creating Wireframe Mock Ups to hand off to Development for UI/GUI for the Merger from Wachovia (i.e. Business logos and/or Images for Screen Portal Home Pages)

Confidential

Senior Project Manager

Responsibilities:

• Assisted the HR Department for their benefits and retirement calculation engines and translation of Data to Oracle HR Modules with External Confidential Vendor applications in back end
• Handled all HR Processes and Documentation summarization for manual to automated systems for data and processes; created process flow chart diagrams with client requirements

Confidential, Charlotte, NC

Senior Project Manager

Responsibilities:

• Responsible for BRD, FRD, HDL, and Technical Interfacing Applications Document for Warehouse Support Services for Merger with Countrywide and Merrill Lynch
• Gathered all requirements (BRD/FRD) for high level design (HDL) and interfacing applications (PIMS, E2E, Event on Demand, and CD&S)

Confidential, Charlotte, NC

Senior Project Manager

Responsibilities:

• New Software Application for Education Industry by Academic Testing and Education Department
• Led Concept for new educational software application into Business Requirements phase
• Led Division/Departmental meetings to ascertain scope and purpose of software creation
• Ran all projects in Team Foundation Server (TFS); set up Microsoft training meetings for set up in tool

Confidential, Charlotte, NC

Senior Technical Analyst

Responsibilities:

• Manager of Digital Phone Enhancement Requests (Change Management Process)
• Responsible for SharePoint Site for Technical Resources Group
• Project Manager for Change Request Meetings; Setup, JADs, Interface Documentation