EXPERIENCE SUMMARY:

• Project Management
• Strong End to End Software Development Life Cycle (SDLC) Methodologies Experience
• Six Sigma
• PMI
• Data Governance
• Method/1
• MacroScope
• PMO
• Business Analysis
• Excellent Problem Solving, Communication, & Presentation Skills
• Data & Process Modeling
• Systems Architecture
• Design & Functional Specifications
• Functional Analysis
• JAD
• QA Design & Implementation
• Requirements Definition
• Package Selection
• Training Course Design
• Methodology Coaching
• Mentoring
• ETL, EAI, EDI
• Software tools
• Proficiency With Project Management and Analysis Tools
• MS Project
• MS Office
• Visio
• SQL Query Analyzer
• ,PVCS
• RoboHelp
• ERWin
• ER Diagrams
• WinRunner
• MQ Series, MQSI
• InstallShield
• RoboHelp
• Database Systems
• MS SQL Server, Oracle (11.i), Sybase, DB/2, Info, MySQL
• Business Systems
• Depth of Financial Services and Technology Experience
• Web 2.0 Technologies
• Open Source Apps
• Software Support
• Asset Management
• Portfolio Accounting
• Fixed Income / Equity
• Securities Pricing / FX
• Fee Billing
• Credit / Banking
• Stock Market
• Telephony/Telecom
• Electric & Gas Distribution
• Data Migration
• Web Hosting
• E - Commerce

CAREER ACHIEVEMENTS:

Project Manager

Confidential, Laguna Niguel, CA

Responsibilities:

• Provided Project Management support for upgrade of enterprise Support website using Web 2.0 technologies.
• Support website used by ~200 support analysts and ~1 million license installed user base.
• Website provides self-help support for ~45 GIS software products.
• Website provides user access to ~1.2 million documents.
• Responsible for creation of project charter, resource plan, organizational structure, risk management plan, communications plan, quality plan, change management plan, Confidential .
• Focused on implementation of user profiles, forums, blogs, CMS, wiki, online incident management.
• Implemented SEO principles, data governance, data remediation, metadata layer creation, ETL projects.
• Implemented Google Search Appliance, Mediawiki, Drupal, vBulletin technologies.
• Supervised team of 12 FTE and contract analysts, developers, and technical writers.
• Managed budget of ~2M.
• Provided SQL support for analysis and development.
• Provided subject matter expertise and mentoring for project management and data governance best practices.

Project Manager / Senior Business Systems Analyst

Confidential, East Brunswick, NJ

Responsibilities:

• Provided project management support for development of .Net applications as well as the implementation of Eagle securities pricing system (Pricing Center).
• Provided SQL development for stored procs, operational reports, and applications interfaces.
• Provided data and process analysis support for replacement of current Back Office systems as well as planning for future
• Provided subject matter expertise for the implementation of Back Office / Middle Office pricing solutions.
• Provided subject matter expertise and mentoring using best practices such as Six Sigma (DMAIC Processes) and other data governance frameworks.
• Interfaced with 3rd party software vendor to identify, track, and resolve defects and configuration issues.
• Communicated technical decisions and constraints to Business executives and PMO.
• Communicated business requirements and rationale to technical resources and IT management.

Confidential, Boston, MA

Responsibilities:

• Identified data governance and stewardship gaps in the current organization.
• Developed detailed future state roadmap, using industry best practices (people, process, technology), to describe how Data Governance and Stewardship could be implemented across the various stakeholder lines of business (equity, fixed income, mutual funds).
• Developed a detailed project plan ( Confidential, resources, timelines, deliverables) for the implementation of Data Governance and Stewardship within the Columbia Management Group enterprise.
• Architected and implemented Data Governance Program (Program Charter, Committee & Team charters, change management policies, procedures, roles & responsibilities documents) across manufacturing lines of business (Equity, Fixed Income, Cash, Compliance, etc) within the enterprise using Six Sigma (DMAIC) principles.
• Provided governance subject matter expertise and guidance.
• Built consensus across business units and support partners.
• Conducted reviews of all documents by core project team. Published charter documents to stakeholders.

Confidential, San Francisco, CA

Responsibilities:

• Developed current state and future state architecture and functional models for the clients fee billing environment.
• Conducted a vendor RFI.
• Evaluated current and future state along with vendor RFI responses to identify risks and opportunities and develop a roadmap for change to move the client forward over the next 3 years.
• Performed ROI, cost/benefit, and other financial and risk analysis in support of project business case development.
• Developed project Confidential and presentation artifacts for initiation of future project.

Confidential, New York, NY

Responsibilities:

• Provided analysis of incoming data feeds to Eagle SRM (security master information) module in a fixed income asset management environment.
• Made recommendations regarding mapping of data feeds to Confidential database schema.
• Provided gap analysis of incoming data feeds vs. reporting requirements.

Confidential, Columbus, Ohio

Responsibilities:

• Managed development team.
• Tracked defects and project status.
• Provided analysis and support for implementation of Eagle SRM (security master information) module in a fixed income asset management environment.
• Responsible for development of Eagle panel requirements.
• Responsible for development and execution of testing program

Project Manager / Senior Business Systems Analyst

Confidential, Burbank, CA

Responsibilities:

• Managed team of 6 on fixed price contract.
• Created and managed project Confidential .
• Created status reports. Tracked defects and project issues.
• Provided analysis and support for implementation of Eagle Confidential Pricing Center module in a fixed income asset management environment.
• Responsible for creation of business requirements, functional requirements, test plans, test cases, and UAT documents.
• Mentored junior Business Analysts.

Senior Business Systems Analyst

Confidential, San Diego, CA

Responsibilities:

• Created status reports. Tracked defects and project issues.
• Documented risks and developed risk mitigation plans.
• Provided analysis and support for back office software integration initiatives (AutoRecon / Manual Recon / Trade Execution Details) within Portfolio Accounting and Trading in a mostly equity asset management environment.
• Worked as an intermediary with business and systems personnel to ensure that business needs are identified and addressed by technical solutions.
• Worked with 3rd party software vendors (Eagle Financial Systems and COR/STP Solutions) to identify and resolve technical integration issues.
• Understood general business needs and systems capabilities, current and projected, and communicated these effectively to both business and technical audiences.
• Provided mentoring and thought leadership to group consisting of Brandes and contract Business Systems Analysts and Project Managers.

Project Manager / Principal Consultant

Confidential, Phoenix, AZ

Responsibilities:

• Provided PMO management and support for large scale SAP implementation project Confidential Materials Handling Unit (Irvine).
• Provided financial, resource, and project tracking (timesheets, work effort, schedule) and reconciliation through the use of Niku PWB.
• Provided Subject Matter Expertise support for RFI / RFP responses within the business unit.
• Provided Project Management, Lead Business Systems Analyst, Functional Analyst, and Application / Systems Architect support for American Express on several large scale ($1M+), high visibility, strategic, project initiatives (risk modeling, card issuance, customer service, transaction authorization / processing).
• Full life-cycle Project Management support using Method/1, ABT/Niku, and MS Project tools.
• Played key role on several American Express architecture and project management teams leading effort to integrate EAI / EDI applications across internal and client-facing mainframe and distributed systems using Middleware / n-tier architecture / XML principles and tools.
• Used Use-Case and UML techniques to complete analysis and design of software in an iterative development environment.
• Mentored American Express employees in Project Management, Business Systems Analyst, functional analysis, structured methodology (Method/1) tools and techniques. Developed and presented course materials to American Express staff as well as providing individual mentoring.
• Facilitated and documented business-spanning JAD sessions to assess business need, systems capabilities, and solution feasibility, and recommend innovative technical solutions for numerous American Express projects.
• Formulated business requirement documents that effectively translated American Express business needs into functional and technical specifications used by development staff to create technical designs & programming specifications.
• Developed RFP responses for several government and private sector RFP’s

Senior Business Analyst

Confidential

Responsibilities:

• Designed and developed a consolidated database for the management of stock symbols across Canada's 5 stock exchanges.
• Conducted opportunity analysis of existing system. Completed user requirements & preliminary design & proposal for replacement system.
• Completed design & functional specifications. Managed development & delivery of replacement system.
• Implemented a QA program for the CLASS (Company Listings and Securities System) application.
• This application used PowerBuilder / Oracle / Lotus Notes technologies in a Win NT client/server environment. The QA program used automated testing tools (WinRunner) to test GUI and processing functionality. Implemented complete on-line help system using RoboHelp. Designed & developed course materials for application.