SUMMARY:

• Confidential is a Project Manager with close to 30 years of experience developing, implementing and managing technology projects.
• His responsibilities have covered the software development lifecycle (Both Agile and Waterfall Methods) with both third - party applications and internal development.
• He has expertise within various areas of the securities industry including Trading, Portfolio Accounting, Valuation Performance, Trust, Market Data, Asset Reporting, Regulatory Control and Compliance Reporting, Settlement Systems, Reconciliation, Business Intelligence, Data Warehousing and Transfer Agent.
• Within these projects, he has demonstrated skills such as business process engineering, facilitation, mentoring, negotiation and conflict resolution.
• Confidential has excellent written and verbal communications skills allowing him to interface with technical and non-technical audiences at all levels within an organization.

SKILL SUMMARY:

Platforms: Java, Windows, UNIX, HP3000

Development: Business Data Orchestration, Valuation Systems, Insurance, Internet Publishing, Business Intelligence, Business Continuity/Disaster Recovery Planning, Trading and Portfolio Accounting systems, Trust and Core Banking systems, Infrastructure Upgrades, Sales and Marketing systems, Market Data, Asset Reporting, Regulatory Control and Compliance Reporting, Oracle Applications (Reports, Forms, Discoverer), Settlement Systems, Reconciliation/Accounting, and Transfer Agent.

DBMSs: Oracle, MS SQL Server, IBM DB2

Other: OCC, Compliance, Agile, Waterfall, IT-LEAN, Business Objects/Crystal Reporting, Informatica Data Transfer and Delivery, Clarity Project Tracking, JIRA Requirement and Bug Management, HP Quality Center, Eagle PACE Data Warehousing, Microsoft 365, SharePoint Administration, Microsoft Project, Test Director, DTC Messaging, SWIFT Messaging, PGP Email Security, Phoenix Systems - Transfer Agency Software, Saratoga Systems - Marketing and Sales Software, SharePoint, Project, Power Point, Visio, Diamond - Version Control Software, Word, Excel, PORTIA - Portfolio Accounting Software, Geneva - Portfolio Accounting Software, GEAC - Transaction, Cash and Holdings Reconciliation Software, and Bloomberg.

EXPERIENCE:

Confidential, Boston, MA

Project Manager

Responsibilities:

• Federal Regulatory Agency mandated ( Confidential ) review/improvement of internal systems, processes and procedures for global financial corporation
• Managing cross-functional team (SMEs, Analysts, Developers and QC) of 32 co-located within the client’s business operations, producing weekly sprints, daily scrums, domain-driven design and test-driven development , to deliver continuous product agility
• Due to confidentiality agreement, no further details may be disclosed until close of Project

Confidential, New York, NY

Technical Project Manager

Responsibilities:

• Managed client implementations of business orchestration/business intelligence software that connected applications, infrastructure and databases both within and outside the enterprise to provide business users access to siloed architectures in a single interface. Uses in the investment industry for enhanced due diligence, anti-money laundering and mortgage fraud detection.
• Directed and processed project SDLC activities across a distributed and remote team using Agile methods reporting to the Director of Operations and the Board of Directors
• Developed client relationships to deliver the Statement of Work in the Program timeline and within budget.
• Documented user requirements and managed code deliveries
• Participated in quality control testing to validate software changes and to become a subject matter expert of existing and new functionality
• Set sprint short and long-term goals and communications across program teams. Presented weekly status reports on progress, deliverables, issues and recommended solutions.
• Used Microsoft Office 365 to collaborate with inhouse team members

Confidential, Boston, MA

Regulatory Reporting Project Manager

Responsibilities:

• Managed an international development team to implement FINRA Technical Specification changes across multiple applications. Cultivated a portfolio of seven simultaneous projects. Planned and executed project activities using waterfall methodology. Set and assessed success criteria to demonstrate progress of the project
• Worked with business and IT leadership to set short and long-term goals
• Actively participated in the Change Management process: created change tickets, followed through on gathering timely approvals and closure of the tickets after deployment. Conducted Weekly Go/No Go meetings to assess business and software readiness to implement software.
• Conducted weekly issues meetings with business partners, vendors and development teams. Developed agendas and published meeting minutes and action items

Confidential, Boston, MA and Enfield, CT

Project Manager

Responsibilities:

• Planned and executed project SDLC activities in a co-located collaborative team using Agile Scrum methods reporting to the Program Management Office and Strategic Leadership Team
• Cultivated relationship with the vendor to complete the Statement of Work in the Program timeline and within budget. Managed functionality enhancements and code deliveries for change control process as well as software release planning cycles
• Set short and long-term goals and communications across program teams. Presented weekly status reports on progress, deliverables, issues and recommended solutions.

Confidential, Boston, MA

International Project Manager

Responsibilities:

• Managed a portfolio of Projects to upgrade and enhance client facing applications used in Human Resource Management Consulting for an international firm across multiple offices.
• Managed relationships, expectations and communication with interested parties in both the Product Management and Technology Teams.
• Developed Project plans to track tasks, scope and expenses, updating with actual costs, duration and trajectory within schedule and budget.
• Prepared detailed status reports for multiple managers to demonstrate Project progress, highlight issues, and plans to resolve them.
• Developed PMO procedures, templates and guidelines to be used by all Project Managers within the international Team.

Confidential, Boston, MA

Global Services Project Manager

Responsibilities:

• Managed Transformation projects to upgrade or replace legacy platforms across multiple business units.
• Liaised with all interested parties in both business and technology teams.
• Developed projects plans to track tasks, scope and expenses.
• Prepared status reports to demonstrate progress, highlight issues and plans to resolve.
• Participated in developing IT LEAN Process Improvement/Change Management initiative.

Confidential, Boston, MA

Program Coordinator

Responsibilities:

• Administered program activities to bring company into compliance with Confidential .
• Managed expectations and communications with personnel across 14 departments and prepared weekly status reports that tracked progress, program milestones, issues and proposed resolutions.
• Collaborated with managers for strategic planning and to identify and resolve issues.
• Administered SharePoint content repository for all program documentation.

Confidential, Ipswich, MA

Project Manager

Responsibilities:

• Worked closely with the Business, Editorial, Product Marketing, and Technology teams to document, analyze, communicate and validate requirements for changes to business processes, policies and web systems. Ebscohost.com serves over 50 million-page views per day.
• Translated new business needs into functional requirements that are easily understood and acted upon by the technology teams. Created roadmaps, timelines and tracked assigned resources to their Project deliverables.
• Process Improvement Manager - Collaborated with managers to develop cost and quality improvements and develop plans and timelines to implement these ideas.
• Prioritized and assigned work to development staff, reported progress to Directors.
• Was able to save 6% of FY10 budget expenditures.
• Administered SharePoint content and documentation repository.
• Created and managed web delivery Project plans, work assignments, effort and goals and managed stakeholder expectations to receive Publisher data and publish it onto customer facing web site. Enhanced user’s analytics to deliver search results in a few seconds with the least number of mouse clicks.
• Built relationships with vendors to provide solutions to the business to reduce costs and improve efficiency
• Managed expectations for Project scope, schedule and cost through regular and proactive communications to Project sponsors, product management, system teams and marketing teams
• Directed Project resources, and followed Change Control procedures for software updates and changes to scope
• Solicited analyzed and documented business and technical requirements and tracked them through design specifications, test execution to Stakeholder signoff to insure final product matched business needs
• Managed product and process deliverables and reduced risk by conducting verifications and peer reviews during each phase of the Project life cycle

Confidential, Boston, MA

Project Manager

Responsibilities:

• Planned and executed project SDLC activities in an international collaborative team for Confidential Level III Project Management Office reporting to Senior Vice President. Managed expectations and communication with interested parties.
• Developed relationships with in-house subject matter experts and vendors to gather and document requirements and provide business solutions for Global Investment Management.
• Automated manual processing with new development, integrated redundant systems and upgraded applications to be compliant with Federal regulatory mandates.
• Process and Product Quality Assurance Coordinator - Conducted internal audits of individual projects process and products to insure adherence to established Audit, Regulatory and Project Management Office policies. Partnered with Corporate Audit and Business Unit Security Office to improve communication and reduce findings by 20%.
• Process Improvement Coordinator - Managed requests to improve Project Management Office Templates and Procedures and other Process Assets. Prioritized and assigned work requests to staff, communicated progress to Management Team, confirmed quality and approvals before publishing new documents to corporate web site. Provided to international staff.
• Created and managed project plans to define cost, work breakdown, effort and deadlines which made the team more productive
• Built relationships with vendors to provide solutions to the business to reduce costs and improve efficiency
• Managed expectations for Project scope, schedule and cost through regular and proactive communications to project sponsors, management, system teams and business legal and investment teams
• Directed project resources, and followed Change Control procedures for software updates
• Solicited analyzed and documented business and technical requirements and tracked them through design specifications to test cases to insure final product matched business needs
• Documented and executed test scripts
• Logged, prioritized and tracked bugs, escalated as needed to provide quick resolution
• Managed product and process quality and reduced Audit risk by conducting verifications and for Investment Systems projects as part of the Process and Product Quality Assurance Team.

Confidential, Boston, MA

Project Manager

Responsibilities:

• Plan project life-cycle work activities, coordinate staff, communicate priorities; requirement analysis, documentation, and testing for a conversion from a legacy trust system - SEI to Eagle PACE Data Warehousing Trust and core banking system for the Institutional Investment Group.
• Created and managed the project plan to define work assignments, and effort with a set deadline for application installations
• Managed expectations through regular and ad hoc communications to the project sponsor, management and the line of business
• Directed development resources, and followed Change Control procedures for software updates
• Solicited and documented business requirements, technical specifications and design specifications
• Coordinated and documented user acceptance test scripts, directed testing, logged bugs and assigned fixes to developers for a rapid system conversion.
• Logged, prioritized and tracked bugs throughout the resolution and test cycles