SUMMARY:

• Extensive experience in implementation of SDLC projects with emphasis on impact analysis of Project Management Methodology, including planning tasks and allocating resources, risk management, issues management, time management, financial management, quality management, monitoring and reporting. Developed project plans in MS Project and facilitated weekly meetings. Built and maintain relationships with business units and product development teams. Created strategies with project team to anticipate problems, analyze solutions, clarify scope, identify alternatives, and present recommendations. Served as a point of contact for the client’s stakeholders and provided customer support in addition to team building with on and off shore agile teams.

PROFESSIONAL EXPERIENCE:

Confidential, Jersey City, New Jersey

Project Consultant

• Responsible for the deliverables associated with all aspects of responding to and managing client inquires, thus avoiding any negative inquiries by the client or customers.
• Develop department culture focused on client service excellence
• Juggling several projects efficiently despite resource and time constraints
• Building relationships at all levels both within and outside the organization
• Utilizing TMS system to report results from broker dealers that is reportable to IRS both corrected and originals
• Processed SFTP file, transmittals, CVS files TMS Security, Match Cancel and Correction.
• Assisting management in the implementation of policies, procedures and controls Ensuring adherence to all established policies, procedures and controls
• Assist in the development and production of daily/monthly management reporting Identifying and resolving workflow issues
• Understand regulatory requirements related to 1042 reporting, and have knowledge of Cost Basis, FATCA IRS reporting requirements
• Facilitate Monthly Trial Runs for output review by client.
• Perform research into client inquires to ensure proper processing

Confidential, New York, New York

IT Project Manager

• Monitors tasks defined in Master Program Project Plan and assigned to team members ensuring timeliness of required deliverables.
• Knowledge and prior functional use of Clarity time tracking tool and SharePoint with MS Project.
• Implemented project updates from the project team on a daily basis, communicate regularly project status to the program manager and reported deviations to the Program Manager about the baseline.
• Schedules, facilitates and participates in project team meetings capturing and distributing meeting minutes
• Demonstrated abilities in planning, migrating training, with involvement in technological improvements processor servers updated from legacy systems.
• Reviewed the business requirement documents (Requirement Analysis), solution proposal documents, coordinate test and implementation activities. Provide estimates of QA time (Test Effort Estimation) and resources for testing.
• Application Development SAS using Agile application development creating story boards from back logged requirements adjusting scope of work and into smaller packages and testing
• Daily / Periodic deliveries, status reporting and project communications to QA lead as well as Project Managers including Business.
• Write Specification requirements, Sow Projects SLA, QA and approve product deliverability, Implemented a new client - facing dashboards.
• Develop and managed Client on-boarding process (Literature, Training, Retention, knowledgebase, customer service and escalation), reduced successful on-boarding process time.
• Communicating with clients concerning technical details and delivery with SOW.
• Provided technical assistance to users of SaaS engagement-marketing software package
• Jira admin, creating custom projects / schemes / fields to adapt to the different team requests
• Knowledge and prior functional use of Clarity time tracking tool and SharePoint with MS Project.
• Implemented project updates from the project team on a daily basis, communicate regularly project status to the program manager and reported deviations to the Program Manager about the baseline.
• Schedules, facilitates and participates in project team meetings capturing and distributing meeting minutes
• MS Project Server and Clarity v10 for task and resource allocation and team monitoring
• Stage Level setting up to start task assign resources and team building
• Completed and reviewed Scope Statement, Annual Operating Plans (AOPs), Request for Proposals (RFPs), service level agreements (SLAs), Scope of Work (SOW), policies and procedures, work instructions,
• Project Dash Boards created high level documentation and Key Performance Indicators.
• Timesheets and input to update status change or edit time sheet for hours worked.
• Task creation both at high level requirements and granular level view of team selection
• Detail Project Plan and status review of all projects and plans capacity over view KPI by project type.
• Providing end-user support including issue resolution and remediation requirement gathering
• Updating and monitoring project tasks and plans with the project manager and team inclusion.
• Develops detailed scope statements, and documents project requirements for complex projects by eliciting business goals, information needs, and relative priorities from end users, subject experts and others;
• Develops a project schedule including identifying and scheduling project deliverables, milestones and required tasks using project scheduling software;
• Documents and presents resource needs to agency management and coordinates project activities with those of program areas;
• Identifies risks and their potential impact on the project; manages contract relationships;
• Provides recommendations or makes decisions on changes in project schedule; plans and conducts project analysis sessions, such as Focus Group and project close-outs sessions
• Create story board of back log items in Agile and develop item according to business needs.
• Updates Master Program project plan for assigned projects according to cadence defined by Program Manager.
• Verified the uploading of requirements and test cases to ALM and ensured that the appropriate modification are enacted based on the requirements change requests.
• Uploading test cases in ALM Test plan and reported defects in Release Management meeting
• Designed Business Requirement Documents (BRD) and Functional Requirement Documents (FRD).
• Ensures successful completion of all work executed by the project team
• Develop project plans and define project purpose, clear roles, tasks, milestones, and measures of success.
• Monitor projects on an ongoing basis, evaluating progress and quality, managing risks / issues, and taking corrective action as necessary.
• Used Clarity to review and chart work to be completed and estimated work still left unresolved by team members.
• Produced and maintained documentation of project deliverables, milestones, risk, and mitigation using MS Project

Confidential, West Orange, N.J

Project Manager

• Review legal documents to be filed with the State of New Jersey for corrected information and ID stakeholders.
• I manage a group of five Consultants for their errors and omission in legal documentation where real property has mortgage attached by a bank or broker in involved.
• Reviewed Legal Documentation in the transference of titles and appearing in court as a witness for the State of New Jersey
• Responsible for working closely with clients and stakeholders throughout the initiating, planning, executing, controlling and closing phases of the project to meet the business strategic objectives for the State of New Jersey
• Responsible for the production reports and follow up on cases in pending mode due to inaccurate or missing documentation.
• Trusted agent under oath when depositions either verbal or written, is enter in to the court on behalf of team member in question of a signing in question.
• Project planning and pre-work - analysis of high level requirements and proposed solutions, vendor products & functionality, coordination of vendor selection process, as applicable.
• Planning preparing project templates & tools, drafting project plan, compiling budget and resource requirements, defining meeting cadence and managing project kick off.

Confidential, New York, N.Y

Project Manager (Contractor)

• I managed daily/weekly project communication and status reporting using Visio and Excel and Gantt Charts
• Coordinate activities include coordinating resources, schedules, task assignments, project plans in MS Project.
• Linking models to path test sub-path on critical path each new model track defects
• Develop and maintain program tracking/reporting/auditing mechanisms utilizing MS Project and Gantt reporting to Director of implementation.
• I have worked with internal and external parties to organize the various components needed to initiate, run and conclude major project deliverables using, MS Project to display cost, resources allocation, and baseline reporting using Gantt charts.
• Used clarity to monitor project progress and team effort to complete phase gate upon gaining approval
• I have maintained project documentation, track and monitor project throughout the lifecycle. Earn value analysis and estimate to completion and variance analyst.
• Coordinated efforts on buy in vendors, business analysts and the management team, documented in SharePoint.
• Led decomposition of business requirement base on regulatory reporting requirements
• Accomplishes human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling job expectations; planning, monitoring, appraising, and reviewing job contributions planning and reviewing compensation actions; enforcing policies and procedures
• Achieved operational objectives by contributing information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change. Root Cause analyst and Proactive in Change Management
• Creating and using protocols and templates for project planning/tracking, status, issues/risks/actions reporting
• Responsible for working closely with clients and stakeholders throughout the initiating, planning, executing, controlling and closing phases of the project to meet the business strategic objectives in SDLC and Phase gate
• SharePoint Administrator and developer of team sites and meeting minutes up dates
• Reported to PMO Office on project status during gateway reviews and project progress
• Tracks and monitors cost estimates with actual costs and make appropriate adjustments as necessary.
• Decompose high-level information into details, abstract up from low-level information to a general understanding.
• Discuss, analyze, and review requirements with team members, and facilitated effective team interaction.
• Interact with a diverse group, executives, managers, and subject matter experts, serving as the conduit between the business users and the software development team through which requirements flow.
• Tracks status of project activities and ensures that schedules and priorities are being met.

Confidential, Montvale, N.J

Business Analyst / Project Manager

• Presented requirements using alternative views, such as analysis models (diagrams), prototypes, or scenarios, where appropriate in Sprint iterations of 2-4 weeks
• Achieved operational objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions
• Enhanced department and organization reputation by accepting ownership for accomplishing new and different requests (ISR); exploring opportunities to add value to job accomplishments in setting up the HCR
• Assist in requirements analysis and verification, ensuring that requirements and statements are complete, consistent, concise, comprehensible, traceable, and verifiable (SOP) Standard Operating procedures.
• Created BRD from client information for what needed to be included, for production in an agile environment.
• Decompose high-level business requirements and user requirements into functional requirements and quality, specified in an appropriate level of detail suitable for use by the testers and developers.

Confidential, East Orange, N.J

Project Manager (Contractor)

• Coordinate weekly meetings with project team and selected stakeholders for tracking of deliverables to determine operation module parameters and risks issues.
• Reconciliation of Equity positions and Cash, Interfaced with Clearance area to ensure timely resolution of outstanding issues in Accounting, Tax reporting Compliance, Fee Billing, 1099b, point of sale verification.
• Determined the department’s compliance with established policies, plans, and procedures
• Organized and detail oriented professional, debits credits, journal entries, checks deposits, claims; trial balance; general ledger, and stock record.
• Defined schedule, cost and scope baselines using PM tools and techniques
• Assigning and directing Business Analysis team members for requirements gathering and BRD creation on WBS.
• Experienced in creating project plans utilizing MS Project, Outlook, Timeline tracking and resolution
• Responsible for managing project costs, resources, change requests, risks and issues to ensure that maximum business benefits are maintained.
• Project Artifacts lesson learned and closures procedures and hand off to clients for they review and approval.

Confidential, New York City, NY

Project Manager (Contractor)

• Assisted the Director to develop the criteria for evaluation, created a comprehensive survey, and developed metrics for final review.
• Up dated management thru Visio presentation who ever change management and base lines needed to be up dated. Responsible for the planning, coordination and status reporting of projects from initiation to implementation
• Strong business knowledge, analytical & problem solving skills for cross functional operation modules and conversion business requirements into applicable solutions.
• Implementation Review Process (PIR) with which project teams gather pertinent post-implementation statistical data and lessons learned culminating in the Post-Implementation Review team meetings
• Developed the Release Dashboard and Scorecard for executive management inclusive of all projects implemented into the production environment
• Provided expertise as the primary subject matter expert for the development of a new Program Management Office with regard to process improvement (SDLC)
• Designed and developed the system roadmap and process primary deliverables in MS Project.

Confidential, Jersey City, N.J

Project Manager (Contractor)

• Provided relationship, engagement, and strategic project portfolio management acting as the primary contact between business and technology units
• The team I managed the enhancements to the Workflow application, web portal and client statements across technology to support the service operations.
• Responsible for conducting the weekly status meetings for cross-functional business and technology teams relating to all projects in the Wealth Management Pipe Line.
• Proven record of accomplishment for proactively mitigating risks and issues in order to avoid rework
• Team Reported to Executive Management on progress and outstanding issues that might positively/negatively influence the project portfolio managing a staff of six.
• Coordinate with vendors for scope and time effective systems implementation to achieve organizational goals while optimizing resources.