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Lead Project Manager Resume

San Jose, CA

PROFESSIONAL SUMMARY:

Financial Consultant with extensive International and North American experience. Diverse Global background with strengths in development of organizational financial architectures and infrastructures serving fortune 500 and top international corporations. Expert in Financial Consulting, Risk Management/ Risk Mitigation Control, and key operations solutions. Manage Multimillion Dollar Financial Projects, execute Business Needs Analysis, Risk Assessments, and Contingency Planning for financial services institutions across the world. Interact effectively with executives, managers and interdisciplinary teams globally in orchestration of organizational programs.

AREAS OF EXCELLENCE:

  • Project Planning
  • Process Analysis
  • Project Implementation
  • Quality Assurance
  • Financial Forecast
  • Resource Management
  • Financial Statement
  • Project Management
  • Risk Contingency Management

TECHNICAL SKILLS:

Technology: Reuters Thompson 1, Bloomberg, SAP, FINACLE and Microsoft Office (Advanced Excel), Word Press, Visio, MS Project, JIRA, Confluence, Trello, PODIO, Sales Force PM App, Freedcamp

PROJECT MANAGEMENT HISTORY:

Confidential, San Jose, CA

Lead Project Manager

Responsibilities:

  • Developed a very efficient Product road map that has led to a smooth workflow process for the development team.
  • Successfully developed a comprehensive project management charter by communicating with the management and the stakeholders.
  • Created and delivered Project management plan for four different divisions, Technology development, business process development, external vendor communications management, and funding process.
  • Created roadmap for incoming revenue structure.
  • Helped management to develop a high performance advisory board on product deliverables.
  • Negotiating and settling requirement with the external vendors

Confidential, Fremont, CA

Lead Project Manager

Responsibilities:

  • Successfully mapped, identified and developed a smooth working business process for the company to ensure business activities are properly synchronized with their CRM and ERP.
  • Documented project activities to ensure deliverables met target timeline and project objectives.
  • Planned and implemented special work break down structures for the entire business subunits with regards to the company’s financial targets for the first year.
  • Successfully Raised and structured funds for the company’s initial trade activities with different government entities.
  • Managed, developed and executed a contractual agreement with third party vendors for the business process and software implementation team.
  • Successfully managed stakeholders’ interest in projects and executed the work follow of the project smoothly for a timely closing.

Confidential, Fremont, CA

Lead Project Manager

Responsibilities:

  • Successfully managed and negotiated favorable terms with vendors to keep budget under control and maintained a very cordial relation with third - party vendors.
  • Worked efficiently with vendors by leading and managing the development and implementation of software customization for the company.
  • Successfully developed a well-coordinated semi-automated workflow process for its administration, finance and HR Department.
  • Successfully deployed change management in the company for the finance and administrative department.
  • Managed and administered, written UAT (User Acceptance Testing) functional process.
  • Developed and mapped the new business process for the company’s new accounting and administrative software.

Confidential, San Francisco, CA

Project Manager-Business Process

Responsibilities:

  • Successfully mapped, identified and developed a smooth working business process for the Confidential ’s $ 2.8 Billion investment
  • Successfully developed an internal business process for the Confidential ’s PI Group.
  • Successfully Audited PI Group’s transition of change management accounting process.
  • Audited, Administered, Improved written UAT (User Acceptance Testing) functional process
  • Developed the process for mapping a new accounting software for clients’ monthly statement for the Confidential ’s Tax equity partnership involvement in wind projects.

Confidential, San Francisco Bay Area, CA

Assistant Vice President/Relationship Manager

Responsibilities:

  • Documented project activities to ensure objective deliverables met target timeline and project objectives.
  • Interfaced with service and data providers including Clearing houses, Master Card, and internal IT service department.
  • Worked with the IT department on migration and implementation of the Confidential ’s existing platform for its portfolio management to the new current platform.

Confidential, San Francisco, CA

Financial Advisor

Responsibilities:

  • Excelled in managing financial projects and leading teams for structuring leveraged Financial Portfolio in Investments for efficient Liquidity and Credit access representing institutions and clients. Scope included Equities, funds, back office and middle-office.
  • Developed strategies to address market changing environments for securities funds and cash operations.
  • Established project parameters and administered progress via MS Project using Milestones and estimates to complete.
  • Built financial models to assess risk and create accurate projections utilizing of Confidential simulations for numerous credit proposals.
  • Managed Portfolio of Confidential (e.g. revenue, spend, and related performance for entire portfolio, and by Confidential team member, and by relationship team code, segment, life stage, and individual client)
  • Documented project findings and made recommendations to senior partners based on data for institutions and Confidential Net-worth Individuals’ portfolios.
  • Designed and structure debts, working directly with both middle-office and external partners, including managing relationships with key lead managers in back-office and clients.
  • Worked with market leading fund managers and structured corporate pension plan.
  • Structured a competent key partner pay out for medium sized business which has high need for liquidity.
  • Worked with private and concentrated positions.

Confidential, South San Francisco, CA

CEO

Responsibilities:

  • Strategic consulting of process analysis, including financial project management to turn around balance sheet, which provided liquidity solutions by delivering financial forecasting, which improvised client’s business plan.
  • Advising new business on formation of corporations and business structures.

Confidential

Director

Responsibilities:

  • Developed Business process and Knowledge process outsourcing strategy conceptualization and market penetration strategy.
  • Software solutions project management in different fields including mobile applications and cloud based.
  • Financial project management costing and projected costing.

Confidential, Dallas, TX

Business Development &Project Manager

Responsibilities:

  • Managed pipeline ramp through a combination of inside sales, web presence development, opportunity identification, database analysis and marketing strategy
  • Assisted in developing opportunities targeting through new account database and market segmentations.
  • Established new dimensions in knowledge coordination for clients through white papers

Confidential

Managing Director

Responsibilities:

  • Lead a team and managed Government projects in the international Energy sector, providing operational support of debt structure and liability hedging and successfully completed the subcontracting for Government’s energy projects with a total contract price of $20 million and successfully merging with one of the most prominent Energy Company in South-East Asia.
  • Penetrated international energy market sector and incubated numerous new accounts by structuring a very efficient Credit Strategy and successfully doing acquisitions in international Market.

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