TECHNICAL SKILLS:

Portfolio / Project / Product Management: Client - facing Project/Program Planning & Strategy; Release Management; Resource Management; Annual Planning; SDLC Management & Delivery; Business Case Development; Project Management; Organization Development; Enterprise Applications; PMO Methodology; Stakeholder Communication & Expectation Management; P&L Responsibility; Executive Status Reporting; Resource Demand; Agile/XP Approaches

Business Analysis/Product Ownership: Business/Systems Requirements, Backlog Development; Data Flow Analysis; Market & Customer Needs, Feature Prioritization; Value Steam Analysis; GAP Analysis

Domain Experience: Financial Services(Front Office/Back Office); Banking/Payments, Health Care/Medical Device; Digital Solutions (Cloud-based. Mobile, IoT, User-Centered Design); Web Content Management;; Consumer Products/Services

Products/Protocols: Medical Software, cGMP/FDA; FDA Class II;; Federal Reserve; Confluence (Financial Reporting); Kondor, Tibco (OMS); PACE, Latent Zero & Charles River; Envision, Wall Street Office; SWIFT/FIX, SaaS/DaaS

PROFESSIONAL EXPERIENCE:

Confidential, Waltham, Massachusetts

Portfolio / Project Manager / Scrum Master / Consultant

Responsibilities:

• Managed a flagship digital solution product release for the European market working with German, Romanian and US teams
• Established the adoption of Agile software development for three global software development groups
• Established and managed consistent release roadmap and strategies for multiple interdependent projects and product introductions around the world
• Drove product management by MVP prioritization for a cloud connected digital home solution
• Developed resource capacity, utilization, and demand forecasts
• Managed the evaluation and implementation of a cloud-based infrastructure platform
• Managed the showcasing of product innovation releases to the global executive board

Confidential, B oston, Massachusetts

PMO Project Manager / Consultant

Responsibilities:

• Accelerated IT delivery by developing a decision support algorithm questionnaire to best select projects for Agile/Scrum, Iterative, and RAD SDLCs.
• Established a 60 Day Look Ahead process to insure IT resources are aligned to the highest priority initiatives
• Drove critical improvements in the PPM tool (Changepoint) .
• Developed resource capacity, utilization, and demand projections
• Project change order resource analysis, utilization and tradeoff analysis

Confidential, B oston, Massachusetts

PMO Portfolio Manager

Responsibilities:

• Established a Transformation demand management review board for project funding and prioritization
• Working with PWC, launched an IT Business Relationship Management (BRM) organization model
• Optimized the Project Intake process incorporating key internal partners and their due diligence
• Applied objective predictive analytics to reduce delivery risk and assign resources appropriately
• Created a Staff Talent knowledge and expertise repository that optimized project assignments
• Implemented a decision support algorithm questionnaire to resolve the “cone of uncertainty”
• Implemented PMO process to focus on relevant Data Privacy / Security goals and objectives
• Drove critical improvements in the PMO reporting tool (QuickBase) across the PMO organization.
• With business units developed business cases (cost-benefit analyses and return on investments (ROI))
• Applied the interpretation of SOP 98-1 to correctly define Capex and Opex.
• Applied the concept of value drivers to better understand the portfolio spend in satisfying strategic objectives
• Performed the annual project planning process and worked closely with business units to align operational plans with the corporate and IT strategic plan.

Confidential, Warwick, Rhode Island

Senior Program/Project Manager

Responsibilities:

• Delivered a business/systems remediation to the Federal regulatory Telephone Consumer Protection Act - resulting in a stop loss of fines and penalties
• Optimized a portfolio intake process to justify, prioritize, fund, and forecast resource demand, and efficiently allocate project resources. Clearly communicated to stakeholders required governance, representative timeline, and ensured consistent internal adherence to portfolio management “best practices.”
• Managed a large program of projects to resolve a critical audit finding to mitigate and improve customer calling and letters
• Designed a PMO process flow and guide to develop business case capital funding
• Established a process to improve accuracy and consistency of executive status reporting with “single source” PlanView

Confidential, Waltham, Massachusetts

Senior Project Manager / Delivery Manager / Staff Consultant

Responsibilities:

• Rescued the number one Payments project to develop and implement a “leading edge” Banking Payments product for a leading client
• Regional Saudi Arabian Client Management (3 Clients): Al Rajhi Bank, Bank Al Jazira & National Commercial Bank
• Global PMO leadership, project management, and financial P&L management (over $16M TCV)
• Created PMO “project-in-a-box” processes to monitor, measure, and track KPI’s, and a Defect Heat Map to improve QA
• Strategic BPI assignment to deliver the ACA regulations for a Health Insurance Exchange
• Created PMO project staffing process for resource requisition, hiring, on-boarding and de-boarding
• Recommended a custom workflow process, automated skills evaluation, and creating “block” interview schedules
• Developed a roadmap to plan and deliver a custom project staffing workflow using Sharepoint and HR systems

Confidential, Waltham, Massachusetts

Sr. Project Manager/Sr. Business Analyst

Responsibilities:

• Implemented enhanced corporate actions processing and implemented new brokerage client (thinkorswim)
• Developed product strategies, lead joint design sessions, synthesized and prioritized requirements
• Designed GUI / user experience to support the launch of new Futures derivatives trading & CME Options Symbology

Confidential, Boston, Massachusetts

Systems Project Director

Responsibilities:

• Rescued the number one IT project by quickly identifying and resolving multiple, severe project risk areas
• Created a risk-adverse release schedule, resolved severe gaps in user expectations and solution functionality
• Reorganized project structure, improved project charter, updated resource forecasts, project plans, and WBS.
• Managed a matrixed staff and 3rd party vendor staff. Managed stakeholder relationship and communication
• Converted 100+ interfaces to ETL, ported over 20 servers, conversion to Oracle, file transfer security, and user authentication
• Managed program to move Investors Bank & Trust OMS data center into Confidential Corp data center.
• Managed the definition, procurement, and establishment of a large IT infrastructure to support the porting of the suite of Transfer Agency OMS trading applications.
• Managed a vendor product RFP to select a European transfer agency and hedge fund solution
• Analyzed European cross-border "UCITS" opportunity
• Authored business cases and recommendations to position business and seize current and future opportunities Conducted extensive industry, vendor product, and competitor analysis to best fit business objectives
• Developed gap analysis, vendor product evaluation criteria and metrics, and scoring and ranking methodology Quantified implementation work effort estimates and TCO
• Produced product implementation strategy. Conducted global summits in Boston, MA and Dublin, Ireland
• Vendor products MShare/MPartner, MultiFonds, and RUFUS with SWIFT 15022, 20022