SUMMARY:

• I am a driven senior manager who consistently delivers impressive cost - savings, enterprise-wide improvements, and timely project executions.
• Throughout my 10+ year career in finance and technology driven environments, I have established a reputation for successfully shepherding teams through large-scale projects, delivering projects in a timely manner and within or below budget.
• Through my career, I have proven leadership managing multiple projects, crossing functional and business division lines with Confidential 500 companies.
• I have excellent knowledge of business and finance processes and have managed projects that improved and ensured IPO and Post-IPO business readiness of the Finance department.
• I can dive into most complex Finance Transformation projects initiatives, understand the current state issues and gaps and make recommendations for future state functionality improvements. Customer oriented and quality driven, I consider myself a team builder, strong leader and an effective communicator at all levels.

TECHNICAL SKILLS:

Strong experience with: MS Excel, MS Project, MS PowerPoint, MS Visio, Clarity, PPM, SAP, SAP BI Portal, SAP BOBJ, DeliveryTracker, Fieldglass.

EXPERIENCE:

Confidential, New York, NY / Charlotte, NC

Senior Project Manager

Responsibilities:

• Led as a Senior Project Manager the initiative with impact on IPO readiness, to recapture the variable annuity reinsured by Arizona Re and merging into Confidential
• Obtained the necessary regulatory approvals and set up a new reinsurance captive in Arizona
• Created new trust agreements and coordinated the opening of new bank accounts
• Ensured timely assets transfer, and ultimately merged Arizona Re into Confidential
• Ensured general ledger / sub-ledger set up and reporting infrastructure for the newly created company
• Implemented a new US GAAP Expense Allocation Methodology and incorporated it into the HPCM System, as well as coordinated production release and post implementation testing
• Managed the Tax Post-IPO readiness initiative of remapping the general ledger accounts and business units to Corptax Software accounts and Corptax entity codes due to AXA conversion from PeopleSoft to SAP
• Led the team in QA testing, production release and post implementation testing
• Managed Post-IPO initiative to in corporate a newly updated general ledger feed with impact on AXA’s Financials reporting
• Coordinated and built SOX 404 complaint recertification system with impact on IPO readiness intended to reduce management’s administrative tasks, and increased the focus on overall process, efficiency and performance

Confidential, New York, NY

Senior Project Manager

Responsibilities:

• Directly responsible for the effective execution of the Internally Developed Software Lifecycle Automation, a strategic initiative that once implemented has reduced previously manual tasks by 75% and improved reporting accuracy on booked capital dollars by 50%
• Reduced “reclass by error” related to Internally Developed Software capital dollars from 12M quarterly to 1M
• Built a highly accurate depreciation budget and forecast report and increased visibility into the supply and demand needed to sustain those projects
• Managed a project team with designing functional specifications and User Interface prototypes to meet the business requirements
• Created data and reporting analysis, requirements and documented current state and desired future state behavior, business rules, workflows logic to build a successful user experience and smart product
• Managed the creation of QA and user acceptance test plans as well as smoke tests and coordinated their execution
• Coordinated and supported the training program - worked with business areas and training department to develop and deploy multi-channel training materials as needed
• Demonstrated profound understanding of financial processes and accounting principles, which reduced requirement gathering period drastically and improved client satisfaction ratio
• Made recommendations and worked closely with the PMO office to update and improve the PLC/SDLC policy in regards to software capitalizable projects and work
• Performed a cleanup across Technology and Data projects to ensure that going forward the appropriate projects are benefiting from capitalization
• Acted as a key facilitator between the Technology and Operations Management Systems, IT Finance and Asset Management Lifecycle teams
• Constructed Project Status, Project Overview and Process Updates decks and presented them to project stakeholders and senior management
• Researched and scaled several internal and external Business Process Management solutions based on business needs, strategic use, manpower availability and presented options to project stakeholders and senior management
• Identified loop holes and weak spots in current processes, as well as future processes proposed by the business and presented scenarios and recommended solutions to project stakeholders

Confidential, New York, NY

PMO Program Manager, VP

Responsibilities:

• Responsible for delivering Finance Transformation strategic projects that have direct impact on the Company’s bottom-line
• Managed the project management team and reported monthly to C-level management on Portfolio performance including project selection, strategic alignment, resource utilization, and goal attainment
• Improved Project Management skills in estimating, budgeting, planning, executing and reporting
• Managed global strategic portfolio of $20M ensuring on time and on budget delivery
• Exceeded team PMO billable revenue goal of $1.5M and resource utilization goal by 20%
• Implemented national PMO processes, templates, methodology, metrics, & reporting
• Conducted post project reviews, lessons learned, and performance score cards

Confidential, Jersey City, NJ

Operations & Systems Project Manager

Responsibilities:

• Coordinated the enhancements and new project development work for the Operations & Systems Finance department part of the company’s global finance transformation initiative
• Collected the requirements and designed the automation documents, monitored all project stages, verified and approved the UAT and production releases for finance transformation projects
• Set up resource based Project Cost Reporting; standardized and improved finance reporting processes that reduces financial reporting errors, increased cost visibility and reduced drastically balance sheet reclasses
• Enhanced the exiting Project Cost Tracking tool to include and reflect cross divisional resource cost, which reduced unclaimed project expense from 20% to 3%
• Created complex and cross divisional Allocation and Chargeback Modules that increased project cost accuracy by 15%
• Automated the Allocation process and drastically reduced the manual work during month end by integrating the Allocation module with the General Ledger
• Created cost analysis and variance analysis reports for the O&S Finance group, that increased cost transparency and facilitated reconciliation efforts
• Interviewed subject matter experts to acquire knowledge on business requirements, financial processes and source systems current state design and functionality for further analysis and documentation
• Prepared monthly financial reporting packages for: Actual, Budget, Forecast & Allocations, Headcount reports and monthly commentaries for 7 divisions domestic: GIFT, Business Intelligence, International & Domestic F&A, SAP, Reinsurance and Finance Operations and PC International Systems Regions
• Reported on 50M of Operating Expense generated by the IT function on a monthly basis for domestic & international regions, including actual vs budget variance analysis and commentaries
• Built complex budget & forecast plans at resource and project level totaling 300M
• Identified the flaws in the existing as-is system and made clear recommendations of business process improvements, and incorporated them in the to-be system design
• Analyzed the data from a Finance & Accounting user perspective and made specific recommendations to the IT team on how to build the required product to meet GAAP standards
• Monitored and worked with QA team in creation of Test Cases and tests implementations

Confidential, New York, NY

Program Manager, PMO

Responsibilities:

• Responsible for the full implementation lifecycle, from requirements gathering to project hand off and end user training for Company’s strategic Keystone software implementation
• Defined requirements and managed the systems changes and enhancements
• Automated 3 programs with a total of 50,000 Workers Compensation claims that previously have been manually tracked
• Automate previously manually generated financial reports for Yellow book: Schedule F, Schedule P and Page 15 as well month end close and cash allocations
• Drastically reduced the manual workload for the Finance department by automating many financial processes
• Reduced financial reporting errors, balance sheet reclasses and increased cost savings as an aftermath of financial processes automations
• Assisted and directly involved with QA team in creation of Test Cases and tests implementations

Confidential, Chicago, IL

Project Manager, PMO

Responsibilities:

• Led a team of 8 employees for system design and implementation that included production timetable, cost control and project coordination
• Gathered and analyzed client’s business requirements and translated them into technical requirements
• Conducted one on one sessions with the clients ensuring that the their needs and expectations are met and that the product is delivered on time
• Improved client satisfaction scores by 15%
• Managed software system development and integration projects through all phases of project lifecycle
• Prepared project budget and forecast on a quarterly and yearly basis
• Negotiated contracts for software licenses, Time and Material and Fixed Price resources and generated 10M in cost savings
• Prepared presentation materials for CFO and VP