SUMMARY:

Seasoned project professional with demonstrated ability to quickly learn new industries/processes and be effective out of the gate with 10+ years’ experience . E xceptional ability to grasp complex business situations and relate it to IT applications and interfaces. Detail oriented and hands - on end to end project manager with strong analytical and quality assurance/testing abilities. Thrive in business environments which have complex, high-visibility and high-priority projects and issues with ever-changing requirements drawing on my ability to work collaboratively with team members and resources. Experienced teaming with stakeholders, SMEs, vendors and IT to deliver projects on domestic and international platforms.

AREAS OF EXPERTISE:

• Project Management | Solution Oriented | People Management | Communication Management | Detail-Oriented
• Process Redesign | Problem Solving | Leadership & Team Building | Requirements Gathering | Analysis | Vendor Mgt
• Root Cause/Gap Analysis |Scope Management | Stakeholder Engagement | Relationship Management | Quality Assurance
• New Products: Tax Lot Rptg - Asset Allocation - Benchmark Client Statement - 3 new dedicated Tax Reporting Depts. Industries
• Brokerage/Bank/Mutual Fund/Insurance ( BFSI), Telecommunications, IT Services, Other
• Major Firm-wide Conversions
• Confidential Oracle i/91 migrations | Confidential Business Process Redesign In Custom ERP Oracle Applic
• Lehman Brothers from Smith Barney to Bear Sterns | EF Hutton to Shearson Leman Brothers Shearson Lehman Brothers from ADP backend to Inhouse ERP

TECHNICAL SKILLS:

• Project Plans | Issue/Risk Management | Application/Process Flows | Business/System Requirements (BRD/FRD/SRD)
• Cost Estimates | D Confidential Mapping | D Confidential Redundancy Elimination | GAP Analysis | Project Charters
• Requirements Traceability | Statement of Work | & Materials
• SDLC | Waterfall | Agile | RUP | SEI CMM | SDF | SQA | ExtremeOne || MS Office, MS VISIO, MS Project | SharePoint | ClearQuest
• .Net | C++ | COBOL | DB2 | Discoverer | Java| Oracle| SAP | SQL | VSAM | WebLogic

PROFESSIONAL EXPERIENCE:

Confidential

Project Manager

Responsibilities:

• Manage projects/events for annual and quarterly projects and events, including task breakdown, estimations, budgeting and recaps
• Project Manager for End-to-End Web information and ordering application with credit card (CC) processing using Agile concepts
• Promoted events and meetings via digital marketing

Confidential

Independent Consultant

Responsibilities:

• Created digital marketing material to promote vendor events and home shows via digital channels.
• Provide exceptional customer service to support hostesses and customers with styling and advice/styling sessions.
• Manage ordering, status, troubleshoot issues and generate new contacts for shows in homes and other sites.

Confidential

Project Manager

Responsibilities:

• Managed and wrote baseline project plan for a project to enhance mass transit routing and passenger statistics
• Completed 1,200+ line project plan with an aggressive five-week timeline and delivered ahead of schedule
• Managed risks, issues and action items

Confidential

Business Analyst

Responsibilities:

• Collaborated with subject matter experts (SMEs) to write Canadian Margin Business Requirements for a new launch of Ascendis
• Customized work flow tool for effective processing, monitoring and managing of margin functions for Canadian accounts
• Unique handling included FX (Foreign Exchange), Guarantee/Guarantor, Reorganization/Dividend Announcement handling functions and Canadian currency (CAD)
• Documented high level testing scenarios
• Documented process flows for six Stock Management functions, e.g. free delivery/receipt

Confidential

Business Analyst

Responsibilities:

• Documented a high-level traceability matrix; wrote detailed test cases for finance ( GL/ journals/taxation) to convert to Convergys Smart Suite, a mainframe Legacy Billing Application to a flexible, configurable and scalable billing and rating application.

Confidential

Business Analyst

Responsibilities:

• Created a high-level Business Requirements Document (BRD) for a new global client statement, which would support vastly divergent needs for worldwide customers
• Featured a single platform application developed to be flexible, configurable and client p driven
• Provided configurable net-worth/wealth management parameters for asset analysis diagrams and foreign currency parameters
• Benefits included cost reductions, single source d Confidential and improved customer satisfaction

Confidential

Lead Business Analyst/Project Manager

Responsibilities:

• Led new effort for IT to participate with the final reviews of the Business Requirements Document with the regional business partners each with unique requirements for a web-based sales order entry application
• Wrote initial project plan and identified/documented requirements requiring additional business clarification
• Reviewed prior regional deployment issue log and quality assurance report to identify any quality assurance testing requirements

Confidential

Project Manager

Responsibilities:

• Managed project to create links between SAP and a legacy billing application to bill monthly for services provided on lawyers.com and reduce annual revenue loss due to loophole with annual bulling
• Managed project plan, issue/risk lists, gap analysis and provided formal status Confidential weekly meetings

Confidential

Lead Business Analyst

Responsibilities:

• Managed Inter-Application Releases which included content, schedule, documentation (SRD) and delivery.
• Responsible for Change Management, document control and team notifications

Confidential

Senior Project Manager

Responsibilities:

• Created a new project management process/procedure (PMO) to manage requirement requests (new, modifications or bugs), Change Control and to provide Status & Management reporting utilizing both Agile and Waterfall
• Managed E2E large scale projects, I.e. Delivery of a Custom Oracle ERP/EBS Application for Telecom Ordering (added real-time CC processing), Provisioning, Tracking (Sales Order Entry Application) and Supply Chain. The primary application for the Call Center
• Business Process resulted in $2M Confidential by delivering a custom Oracle ERP solution. Resulting in headcount reduction and improved the Call Center response time and quality of information provided. On-going annual saving was approximately $350K plus increased customer satisfaction.
• Managed Configuration for SKUs and Pricing Plans in Oracle and Kenan BP applications
• Mentored business analysts, managed JAD sessions, wrote system specifications when needed and signed off on all Quality Assurance test plans and test cases

Confidential

Project Manager

Responsibilities:

• Instrumental in the organization of the global consolidation and central relocation for AR Credit and Collection Department, while supporting the legacy Oracle AR (.Net) application and acted
• Managed project planning, documentation, internal team communication, JAD sessions, issue & escalation management, change control, meeting coordination and adherence to the SEI CMM system software development standards (level 2/3), and coordinated SQA reviews for the deployment of GetPaid (web-based AR software vendor package)
• Performed unit testing for GetPaid software after customizations

Confidential

Lead Business Analyst/Project Manager

Responsibilities:

• Lead Business Analyst for Universal Billing application including E2E project support with extensive reviews of business requirements with marketing, sales, operations, call centers, finance and various other IT development organizations, including bill display requirements for adjustments as well as supporting weekly change control meetings
• Wrote SOW/BRD-F/CBA-FRD-SRD, time/cost estimates and ensured General Ledger (GL)/Report requirements were addressed for all projects which are often missed in the life cycle of a project. Interfaced extensively with Accenture who wrote the front-end and billing application. Wrote BRD for a GUI web front-end for adjustments
• Managed Project Plan, Change Control, Content and Scope Change (creep) for my Department and represented my Department working closely with firm PMO
• Reviewed and signed-off on all quality assurance test plans and test cases