SUMMARY:

• Confidential has managed business and technical projects and programs ranging from $1MM to more than $40MM in a variety of industries including Financial Services, Health Care, Telecom and Utilities.
• Extensive experience managing project and program deliverables including Charters, Governance, Project/Program Management Plans, Risk Management Plans, Communications Management Plans, Resource management Plans, Budgets, Schedules, Activity/Gantt Plans, etc
• Extensive experience managing business (creation of companies, acquisitions, spin - offs, Quality metrics, Customer Service, etc) and technology projects (application development, integration, infrastructure, COTS, etc)
• Extensive experience managing the writing of RFPs, selecting and managing on-site vendors and off-shore companies
• Extensive experience in the Board room and managing teams
• Efficient and effective communicator
• Extensive experience with the development of human interfaces for user friendliness and early adoption using iterative processes
• Extensive experience with COTS (17 implementations)
• 12 years of SDLC (Agile - Phased waterfall - Waterfall)
• 10 years of infrastructure experience
• Extensive experience with data Analysis and mapping
• Extensive experience with EDW and BI tools
• Experience with CMMi processes
• Extensive experience managing the implementation of ITIL ITSM solutions
• Extensive experience managing Identify Access Management solutions

AREAS OF KNOWLEDGE:

Project management tools: MS Project, MS Project 2010, Clarity, Oracle Primavera, Merlin, TFS

Project methodologies: PMI, PMBOK, ITIL, Prince II

SDLC: Agile, Waterfall, Phased Waterfall, RUP, RAD, Scrum, UML

Architectures : 3 tier, N-tier, Client/Server, Mainframe

Enterprise applications implementations (COTS): Unitrax/MPower ( Confidential ), BMC (CIBC), SRM (CIBC), Siebel (McGraw-Hill), SAP Financials (Nortel), Clariion, Custom built energy management system (Ontario Hydro), Murex (RBC Dexia), Portia (Portfolio Management tool - Confidential ), Oracle eBusiness (Nortel, Sprint), IT2/ Wall Street Systems, and XRT-Sage X3 ( Confidential ), Confidential, Scepter ( Confidential ), HP Service Manager ( Confidential ), CDANet ( Confidential ), MaxiDent ( Confidential ), Confidential, Imperva ( Confidential ), iFast/Unitrax/Mpower ( Confidential ), Blackline, Confidential, ECM (Enterprise Content Management)

Technologies: Java, .Net, SOA, LDAP, MQ series, Silverlight, cloud, Falcon, SaaS, Portia, Tandem, PlanView Portfolio Management, IAM.

BI tools: Confidential Cognos, Oracle, Informatica

Databases: Oracle, DBII, INFORMIX, SQL server, Oracle EDW (Enterprise Data Warehouse)

Application and http servers: Websphere, BEA

Reporting tools: Crystal, Cognos, custom built

Operating systems: MVS, CSC, RACF, ACF2, NT, Windows 7, UNIX, CMS, VMS, Solaris

SAAS/COTS packages and systems: GuideWire, People Soft, Unitrax, MPower, Portia, SAP, BMC, Tivoli, Siebel, eCapsil, cCapsil, Ingenium, Vantive, Clarify, Confidential, GL (General Ledger), Fraud Management Solution/AML, Falcon, custom built applications for SaaS providers

ETL tools/enterprise buses: Pentaho, iWay, Websphere, Informatica

IAM technologies: Oracle IAM suite, SailPoint, ForgeRock

Microsoft Productivity tools: MS Word, MS Excel, MS Power Point, MS Visio, MS Project

Networks: LAN/WAN/Intranet/Internet

PROFESSIONAL EXPERIENCE:

Senior Project Manager, Program Manager and Senior Consultant

Confidential

Responsibilities:

• Managing the migration of 350 uranium contracts (multiple materials, currencies, countries, compliance requirements, inventories, etc) from a legacy system to SAP (CPE for pricing; GTM for contract, BRS+ for logic, DCS for derivatives) utilizing agile methodology (TFS - 3 week sprints).
• Integration with SAP Financials and SAP Treasury. Compliance with SOX. MS Project Server.

Sr. Project Manager/Program Manager

Confidential

Responsibilities:

• Managing the implementation of an environmental compliace SAP solution (SAP EC) with the Fuel Services division for environmental management. MS Project Server.

Sr. Project Manager/Program Manager

Confidential

Responsibilities:

• Managing the implementation od SAP Confidential to faciliate the management of the facilities change control processes and compliance with CSA N286.12.
• Migrating data from the current Confidential system to SAP MOC. MS Project Server.

Confidential

Sr. Project Manager/Program Manager

Responsibilities:

• Managing the data anlysis, data mapping, functional analysis and feasibility of implementing a solution to enable the three way financial reconciliation between PeopleSoft GL (General Ledger), the source systems and the EDW (Enterprise DataWarehouse).
• Created the Charter, Risk Management Plan, Communications Plan, Resourcing Plan, Budget Plan and drafted the Project Management Plan.
• Assessed vendors such as Blackline and Confidential versus a custom built solution.
• In the process of obtaining approvals or cancellation of project. MS Project Server 2010.

Confidential

Sr. Project Manager

Responsibilities:

• Managed the onboarding of the Standard Life mutual funds acquired by Confidential Financial including the data anlysis and data mapping.
• The onboarding converted the mutual funds from Unitrax/MPower to Confidential iFast to provide all Transfer Agency functions and integrate them with the Confidential funds.
• There were 56 mutual funds and 657 fund classes which have assets trading in the North American markets
• The number of client accounts is more than 256,000 and the account mix includes fixed and variable income, registered and non-registered accounts such as RRSP, TFSA, regular investments and others including joint and individual ownerships.
• Mapped and converted more than 15 years of historial information (850GB - Progress DB), 40 million transactions, integrating with existing funds, reporting client statements, Confidential, merging accounts, etc. Integrating the solution with the EDW for BI and reporting purposes.
• ECM (Sharepoint) for project repository. Agile 4 weeks springs
• Risk and issue management plans and logs (impact, probability, pr iority, contingency, owner, issue actions). MS Server Project 2010.

Confidential

Sr Program/Project Manager

Responsibilities:

• Evaluated SailPoint and ForgeRock alternatives. Analyzed integration with their existing environment, security architecture (servers, networks, databases, virus management, emails, etc) and management of 3rd party vendors approach.

Confidential

Sr Program/Project Manager

Responsibilities:

• Managing for Confidential the provision of services and the implementation of new services and applications on behalf of Veteran Affairs, RCMP and Canadian Armed Forces for dental and pharmacy claims processing using CDANet, Long Term Care, Account Payments- Capital Markets, Treasury, wireless access, online banking interfaces, collateral management, Claims Tracking, BI/Operations Management and Reporting (EDW), Disaster call centre/CRM consolidation and repatriation, and Recovery and Business Continuity.
• Financial Reporting to clients and Revenue Canada, Internal and External Sharepoint (ECM) for interexchange of documents including data governance and taxonomy, web portals for providers, clients and users information files (CIFs, UIFs), vendor selection, ITSM/ITIL ( Confidential ), Database Activity Monitoring ( Confidential Guardium, Imperva, Oracle Audit Vault), Wireless access to portals, Audit, Provider Registration, QA, Financial Operations, Security and Privacy (including PIAs (Privacy Impact Assessments)and TRA (Threat Risk Assessments)) and development of multiple interfaces to their systems and internal interfaces.
• Implementing reporting utilizing the Oracle data warehouse (ISM)and Discover BI tool. Integration with Microsoft Dynamics (Financials).
• Server and voice (help desk and call centre)/data network upgrades to support the new applications and COTS and desktop roll out to support help desk and call centre .
• Multiple vendor management activities.
• Implementation work was conducted as follows: Phased waterfall for Long-term Care, Claims Tracking and CDAnet; Waterfall for interfaces; Agile for Web portals and human interfaces. SOX and Risk management standards compliant. ECM (Sharepoint) for project repository. Data anlysis and data mapping for COTS and SDLC applications.
• Identity Access Management work included the implementation of Imperva for Database Activity Monitoring, the integration of active directory and single sign on with multiple applications and databases including ORACLE, Scepter, CDANEt, NPS, MS Dynamics, CMF, MES, IMS, Sharepoint and others including the definition of governance, user access by application and data, time of the day, multiple approval keys, encryption/masking, etc and compliance with Federal Processes and Procedures. Implementation of a global security infrastructure for servers, networks, access management, antivirus, email, firewalls, etc.
• Risk and issue management plans and logs (impact, probability, priority, contingency, owner, issue actions). MS Project Server 2010

Confidential, Ottawa, NY

Sr. Program/Project Manager

Responsibilities:

• Managed the vendor selection and implementation of a Global Treasury Management Solution (250 companies, 300 bank accounts, GL (General Ledger) accounts, counterparties, payments, AML/ATF, collateral management, bank reporting, FX, IR, hedging,100% visibility of bank accounts, cash management, cash forecasting, deals (debts, investments), wireless access, EFT in a shared service structure. the data anlysis and data mapping for migration of data and interface building. Implementing IT2/Wall Street Systems and XRT-Sage, Confidential Lite II, EFT and developing multiple interfaces (19) including to and from the IFS (ERP) system and migration of data including data governance and integration with EDW for financial planning purposes. Implemented reporting internally and to Revenue Canada utilizing Confidential Cognos BI tools. Servers and voice (help desk) and data network upgrades and new implementations to support new IT2/Wall Street Systems/Sage X3 (Dev, System Testing, UAT, PROD, DR) and interfaces and desktop roll out to support help desk and new users.
• Multiple vendor management and integration activities. SOX and risk management compliance. ECM (Sharepoint) for project repository.
• Risk and issue management plans and logs(impact, probability, pr iority, contingency, owner, issue actions). Implemntation work was conducted as follows: Phased waterfall (Treasury Management - Cash Management, Debt Management, Payments, Cash Forecasting); Agile: Reporting and human interfaces; Waterfall all integration interfaces
• Identity Access Management work included the integration of active directory, single sign-on, ORACLE, IT2/WallStreet, IFS, ETS, Sharepoint, DW and others including the definition of governance, user access by application and data, time of the day, multiple approval keys, encryption/masking, etc.
• Implementation of a global security infrastructure for servers, networks, access management, antivirus, email, firewalls, etc.. MS Server Project 2010.

Confidential, Buffalo, NY

Sr. Project Manager

Responsibilities:

• Project managing the implementation of Confidential (personal and commercial, leasing, real estate, agriculture, special cases) including single client files and data mining capabilities.
• Completed the SOW to implement Confidential in a share services environment and finalized the resource plan and budgets of $15MM.

Confidential

Sr. Program/Project Manager

Responsibilities:

• Project managed the migration of GIS, segregated, FoF, index and general funds Fund Accounting functions from Ingenium, cCapsil and eCapsil ($5B) platforms (including data governance and client information files) to MPower/Citi’s platforms and development 28 interfaces (GL (General Ledger), pricing, early morning cash, NAVS interfaces into Portia, Ingenium, cCapsil, eCapsil). Managed data analysis, mapping and migration and development of the migration applications. Integrated the SAS solution into EL shared services infrastructure through the AML/ATF, IIROC, SOX and Risk Management compliant. ECM (Sharepoint) for project repository.
• Servers and voice (help desk) and data network upgrades and new implementations to support new Unitrax/MPower (Dev, System Testing, UAT, PROD, DR) and interfaces and desktop roll out to support help desk and new users. Multiple vendor management and integration with EDW for BI and reporting purposes and other systems.
• Implementation work was conducted as follows: Agile data conversion, user interfaces and reporting; Waterfall for interfaces
• Identity Access Management work included the integration of active directory, single sign-on, Ingenium, MPower, Unitrax, Sharepoint and others including the definition of governance, user access by application and data, time of the day, multiple approval keys, encryption/masking, etc.
• Implementation of a national security infrastructure for servers, networks, access management, antivirus, email, firewalls, etc.
• Evaluated SailPoint and ForgeRock. Capital Markets payments/transfers.
• Risk and issue management plans and logs (impact, probability, pr iority, contingency, owner, issue actions).
• Property and Casualty. MS Project Server 2010.

Sr. Program/Project Manager

Confidential

Responsibilities:

• Project managed the creation of a new Confidential company ( corporation set-up) for Confidential .
• Responsible for the vendor selection and management and development of Custody (Segregated, GIS and Mutual Funds), Trust Accounting and GL (General Ledger) interface, Fund Accounting, Collateral management, Tax including compliance with Confidential for US residents, non- residents, and US and non-US organizations doing business in the US and with operations offshore, Interfaces to Citi’s Unitrax and Portia, wireless access.
• The work included the data anlysis, data mapping, migration of assets from Confidential, Ingenium and RBC Dexia ($3B) to Citi’s Unitrax/MPower system which included the normalization and clean-up of 500,000 data records. The data cleanup included the categorization of data, data structure/model (existing and target), development of conversion programs/tools and verification, QA and conversion. The Confidential company was seeded with $16MM. Built new data centre and relocated system.
• Opened 34 markets and converted everything back to Canadian FX. IIROC, SOX and Risk Management Compliant. Multiple vendor management and integration activities including EDW for reporting and BI activities. DCP support and configuration.
• Implementation work was conducted as follows: Waterfall for interfaces and custody, Trust accounting, Fund Accounting and taxes; Agile for reporting and user interfaces.
• Identity Access Management work included the integration of active directory, single sign-on, Ingenium, MPower, Unitrax, Sharepoint.
• Property and Casualty and others including the definition of governance, user access by application and data, time of the day, multiple approval keys, encryption/masking, etc
• Risk and issue management plans and logs (impact, probability, pr iority, contingency, owner, issue actions)

Confidential

Sr. Project Manager

Responsibilities:

• Project managed the conversion of 503 Wininstall packages to InstallShield and managed the vendor selection process.
• The work involved the identification of the packages, application remediation requirements, chaining of packages (LANDESK 9.5) on both the XP and Windows 7 platforms and rollout to 15,000 desktops. It involved 15,000 users in a shared services environment. Agile work.