PROJECT MANAGEMENT SUMMARY:

• Finance professional with over 10+ years of experience managing highly visible, complex projects with aggressive timelines and high performance teams; provides expertise and leadership in programs and projects in the Financial, Banking, Insurance and Life Sciences industries. Supports state - of-the-art technologies to improve processes using various methodologies.
• Proven record of success, analyzing all aspects of financial projects including: budget analysis, expense reduction, process improvement, and consistently meeting key program deliverables.
• Creative problem-solver with proven aptitude to analyze and translate customer requirements and business problems while designing, implementing, executing and monitoring innovative custom solutions.
• Articulate communicator who can fluently speak the languages of both people and technology.

AREAS OF EXCELLENCE:

• Project Planning Project Management Resource Management
• Agile Scrum & Waterfall Financial Forecasting Cash Management
• Strategic Planning Process Analysis Data Management
• Account Management Staff Development Risk Analysis
• Client Relations Management Change Management Budget Planning
• Fixed & Physical Assets

TECHNICAL SKILLS:

Microsoft Project 2010, JIRA, Clarity Salesforce, SharePoint, Change Management, Maconomy (ERP), Visio Project 2010, Enterprise Program Management (EPM), Issuetrak, Microsoft SQl QuickBooks, SAP, ERP, Oracle, Sage/Peachtree, Microsoft Excel (Advance), Word (Advance), PowerPoint (Advance), Access (Advance), Outlook, ASP.NET, Visual Studio .NET, VBScript 5.5, C, C++, Visual Basic.

PROJECT MANAGEMENT HISTORY:

Confidential, New Jersey

Project Manager

Responsibilities:

• Manage projects of smaller complexity with limited supervision.
• Manage all facets of multiple software implementation projects, in accordance with our project management methodology.
• Manage the development and implementation process of our products and/or services.
• Coordinate departmental or cross-functional teams.
• Manage project from initiation through implementation and delivery.
• Provide planning and direction on schedules and monitoring budget/spending.
• Guide projects thru to completion on time, with agreed upon scope, within budget meeting and/or exceeding quality standards.

Confidential, New Jersey

Project Manager

Responsibilities:

• Documenting the entire project.
• Keeping track of Projects Time and Cost constraints.
• Scheduling, Organizing & Tracking Steering Committee meetings with all Stakeholders and Project sponsors on weekly basis.
• Budgeting, Forecasting and variance analysis for depreciation, investment expense, and capital.
• Financial reporting and tracking, including recommendations and support of system Enhancements.

Confidential, New York

Sr. Project Manager

Responsibilities:

• Initiated and Implemented Project Charter.
• Documenting the entire project.
• Keeping track of Projects Time and Cost constraints.
• Scheduling, Organizing & Tracking Steering Committee meetings with all Stakeholders and Project sponsors on weekly basis.
• Data Analytics, Insights and Journey Mapping, Data Warehousing, Data Cleansing and Data Migration.
• Liaise with Headquarters (UK) weekly on project status, Deliverables and Milestones.
• Creating and Implementing Work Breakdown Structure.
• Initiating and Implementing AGILE Project Management Plan (Microsoft Projects).
• Preparing GANTT charts (Microsoft Projects) to keep track of project schedules and deliverables.
• Created Timeline charts and Flow Charts (Microsoft Visio).
• Created Data Flow Chart (Microsoft Visio) to focus on Data Migration.
• Conducted JAD Sessions with Finance and Production team to discuss the strategy for resolving issues.
• Initiated, implemented and prioritized Issue log using EPM and Issuetrak.
• Q&A and Test session to verify the resolved issues from issue log.
• Ensure Project sponsor and Stakeholders participation at every phase of the project.
• Successfully installed and implemented Maconomy in US and Canada.
• Organizing and Facilitating User Access Training in person and WebEx of the new Maconomy System.
• Raising, Tracking and documenting Service Now tickets.
• After Implementation helping users with troubleshooting and giving user support and training.
• Creating user profiles of new hires and freelancers on the system.
• Documenting and tracking System Optimization and enhancement list.
• Testing the enhancements on Test system before uploading to the LIVE system.
• Work with different departments helping users create Reports on the Reporting module.
• Conducted User Access Training for users in US and Canada.
• Conducted WebEx training for remote offices in US and Canada.

Confidential, New York

Finance Project Manager

Responsibilities:

• Responsible for initiating and implementing new Financial System.
• Implemented new GL codes for Finance and Accounting within the System.
• Created new Module for Month End and Year End Reporting.
• Authored and implemented Management Reporting in the System.
• Prepared Issue Log on a daily basis.
• Prioritizing items in the Issue Log.
• Conducted Test Sessions to verify the resolved issues.
• Prepared Gantt Charts to illustrate the Project Schedule, and the Start and Finish Dates of each issue from the Issue Log.
• Conducted JAD Sessions with Accounting Team to discuss the strategy for resolving issues.

Confidential, New Jersey

Finance Project Manager

Responsibilities:

• Responsible for overall Finance, Budgeting, and MIS Functions.
• Managed Daily Cash-flow Operations, and monitoring of Profit and Loss Account.
• Managed and prepared budgets, and developed budgetary control mechanisms.
• Prepared the Stand-Alone Financials, and coordinated with Main Office for consolidation of Accounts.
• Prepared and monitored the Financial Reports for Sales, Collection, Expenses, and Payments.
• Approvals of Expenses and Payments in accordance with Company Policies.
• Scrutiny of Creditors and Debtors Accounts.
• Ensured optimum utilization of current assets, and minimized current liabilities to strengthen the Working Capital Cycle.
• Ensured compliance of all Legal, Accounting, Federal, and State Corporate Laws and Filings.
• Communicated with Banks and Financial Institutions for Investment Relations.

Confidential, New York

Financial Planner/Project Manager

Responsibilities:

• Gathered Leads from different Platforms.
• Daily Team Focus and Morale Boosting Meetings with Team Members.
• Prepared Prospective Client List.

Confidential, New Jersey

Project Manager

Responsibilities:

• Supervised a Staff Accountant with AP and AR.
• Billing Consulting Hours and Expenses (Time and Labor) on a weekly basis using Oracle 12i.
• Reviewed and approved Employee Expenses on regular basis.
• Talked to clients, and resolved issues to acquire payments on Outstanding Invoices on AR Aging.
• Billed clients for Managed Services.
• Month End Closing activities.
• Financial Reporting (Balance Sheet, Income Statement).
• Accrued Fixed Assets for Confidential and Core Properties.
• Amortized Fixed Assets for Confidential and Core Properties.
• Reconciled different Accounts with Trial Balance.
• Maintained Prepaid Insurance, Expenses and other Prepaid Accounts.

Confidential, New York

Jr. Controller/Project Manager

Responsibilities:

• Prepared Daily Trading P/L for all Traders.
• Reviewed, trained and supervised two AP and AR Analysts.
• Initiated Wire and Confidential Transactions.
• Reviewed Clearing House Income, Expense and P/L Activities on a daily basis.
• Management Reporting (Income and Expense Statements, Cash Flow Statements, Balance Sheet, and General Ledger).

Confidential, New York

Financial Analyst/Team Member

Responsibilities:

• Generated Broker Invoices, and then entered and maintained the Records in Oracle 9i.
• Cash Applications.
• Month End Process.
• Achieved monthly target by generating Revenue from Bills Receivable.
• Worked on advanced spreadsheets to maintain the AR Revenue.
• Prepared Forecasting Report at month end to accomplish targets for the next month.
• Applied Cash, and created Credit/Debit Memos in Oracle.