EXPERTISE AREA:

• Custom Software Development
• Cross - Functional Supervision
• Systems Migrations/Integrations
• Team Building & Mentoring
• Enterprise wide Implementations
• Client Relations & Presentations
• Requirements Analysis & Writing
• Business & IT Planning
• Project Scheduling
• Vendor Management

PROFESSIONAL EXPERIENCE:

Confidential

Salesforce Release Manager/Multi Application Program Manager

Responsibilities:

• Supporting a large Salesforce Org with a team of Salesforce Admins & Developers
• Work with Remedy ticketing system to triage, assign, and prioritize user requests that come in
• Partner with the Commercial teams and other clients to gather requirements and propose solutions
• Managing monthly releases from User Stories through to Production release via Jira and program via Smartsheet
• Building dashboards via Salesforce and Sisense (BI) tool
• Managing managed packages and there user base Salesforce
• Perform Multi System system configurations such as working with Salesforce custom objects, triggers and workflows
• Assisting with monthly and ongoing system maintenance
• Drive end user adoption, value, and ROI
• Help to deliver timely, accurate and actionable business information.
• Keeping abreast with new Salesforce features and functionality and providing recommendations for process improvements
• Manage special projects as assigned

Confidential

Project Manager/PMO Manager

Responsibilities:

• Stood up current project management office and responsible for all project management for software integrations within the firm’s space in human capital management, offering a cloud based solution of TLM, HR, Payroll & Talent management products working in 2 major verticals of Security and Hospitality
• Salesforce Implementation and administration of Sales Cloud Org
• Partner with business owners, team members and other key personnel across various departments to plan, develop and manage key product development projects
• Facilitate appropriate communication methods and tracking tools to ensure identification and management of risks, mitigation strategies, plan activities, dependencies, impacts, escalation channels, financial budget and detailed project documentation
• Chairperson of the Technology Town Halls and user feedback forums which occur monthly
• Assist with the firms first round of private equity investment in managing the due diligence process
• Manage the yearly technology audit done by our auditors and assist with getting any exceptions rectified
• Head out the firms Agile transformation from a traditional waterfall environment to a scrum based methodology
• Reporting Overall Lead: Responsible for the successful implementation and sustainment of a $5,000,000 Integrations Project portfolio with up to 15 resources
• Strategic Roadmap: Lead strategy development and planning activities; work closely with key client stakeholders to define the client’s strategy and work streams required to achieve it, Analyze and prioritize work streams, construct the Integrations strategic roadmap, and obtain the support required to implement it
• Manage projects & day to day data management business requirements and data process flow models to determine appropriate system/application solutions
• Successful integrations with AON, PeopleMatter, Equifax, Aetna, Taleo/Oracle, Bamboo HR, ICIMS, Compeat, Harri, Kronos, Mercer, Omnivore, SumTotal, Positouch, Micros, Aloha, SAP, Peachtree, PeopleSoft, Biometrics, Metadata, Commuter Benefits, Mobile, CAAMS, Unions, WOC & API’s via XML, CSV & http: Post & initializing scribe
• Co-ordinate across cross functional teams in Ops/IT for technical delivery within scheduled timeline
• Recommend changes in development, maintenance and system standards
• Working closely with our Operations team to help plan and win external approval of scheduling integrations with our large system partners & support the application post-go-live during system setting and fix applications issues
• Mocking up specifications for our development teams & estimating the completion of tasks
• Engage in all communications with internal employees and external client’s on status of issue resolution
• Schedule and manage all meetings and run book sessions prior to releases
• Organize and run client demo sessions and new investor discovery sessions & assist in the creation of user stories
• Work with 3rd parties where appropriate for development and support related activities
• Report project status, prioritize tasks and drive issues to resolution within an Agile SDLC which consists of 2 week sprint cycles
• Leading technical integration calls with system partners and communicating results and next steps with clients and internal stakeholders
• Work with multiple vendors to assist in resource allocation for projects outside of the scope of the firms direction
• Write Statement of works for client needs that are outside of the ppm and packages bought
• Write RFP’s for outside consulting services in software engineering and quality assurance
• Develop the project plan and implementation plan with support from Business Architect and Technical Leads, and Implementation Lead
• Track and continue to set client expectation on all applicable work streams throughout life of the project: knowledge training, project architecture blueprint, project security and integration needs, project configuration and implementation, product operation, client capability building, and project governance & impact tracking
• Configuring and updating existing integrations with network partners where needed to improve data transfer accuracy
• Designing and scoping project plans to support end user training, technical onboarding, go-live support, and post go-live optimization
• Improving the usability and success of our platform by creating documentation and materials to help partners use our new features
• Organize and run client demo sessions and new investor discovery sessions & assist in the creation of user stories

Confidential

Project Manager/PMO - Senior Consultant

Responsibilities:

• Management of consulting staff and mentoring junior staff members. Responsible for performance assessments and organic management
• Manage stakeholder relationships, processes and procedures with view for improvement. Interpret requirements and contribute with creative and lateral thinking when considering solutions
• Reach out independently to gather system information to gain a thorough understanding of current state architecture
• PM and delivery, Creation of high quality presentations to summarize work, use of Microsoft Visio, Organizing workshops and requirement gathering sessions
• Own and drive technical design and specification in partnership with IT, Test planning and execution, user acceptance testing coordination, working globally with business and IT
• Responsible for weekly status reporting and risk management
• Lead software turnover releases

Confidential

Project Manager/Business Analyst

Responsibilities:

• Implementation of project enhancements for our new Goldman Sachs Fund Administration business which has brought on a need to bring on all Goldman clients on board our platform. Consisting of working with accounting and investors services to take on all new funds. Each take on flight consisting of 20 new funds into the platform which consist of loading investor information, historical fund performance information and historical NAV information. Each flight is tested in QA and retested in production before going live via parallel with Goldman
• Integrate new system upgrades for reporting, feeds, exports and general application enhancements, which come from the business end and then have to be broken down to what can and cannot be completed. Each request is given a priority depending on the client and where it is within the firm. If a request is received by business and it is needed for next quarter and the client who is requesting the change is on the top of the client list then needed adjustments will need to be made to add the project to be in scope for the quarterly developments already allocated in units
• Allocation of units is made on a per story basis and tracked on a whole project basis, a new statement could take several stories to get completed so business is given the whole estimate and then prioritized as needed on an iteration, once the first story is completed it is tested in QA and sent back to business to verify if still viable to the whole project, if so then the other stories are worked on and tested as the first when the 3 stories are then completed then the project is then done
• Accounting teams often incur issues with management fee and incentive fee reports which need to be looked at to accessing were the issue resides. Accounting often also has issues with Rate of Returns calculations that the system may be calculating and they are tracking in another way in there off system sheets
• Work with Investor services team requests for new reports like statements and confirmations and acknowledgements, which then need development. Teams often need assistance with cash management tools to locate payments make for redemptions booked
• Core workflow and creating specs for new developments required by business teams
• Use Xplanner & JIRA project management tools to liaise between (NAV, Investor Services and Financial Reporting teams) and developers ensuring end users’ needs are met
• Create acceptance testing through QA, UAT and into production environments
• Project and development work is done via weekly iterations which consist of all stories selected by business and deemed as high priority to be completed in the current week cycle
• Work with users and developers via an Agile Development Life Cycle (SDLC) to define new projects to extend and enhance company's proprietary financial applications
• Roll out monthly/bi monthly application releases which include new functionalities to the current application.
• Train stakeholders on new enhancements and current application functionalities
• Create test scenarios and implement test cases that will serve as acceptance test criteria for new functionality
• Work with support groups to reproduce production problems and identify gaps in regression test suite
• Test release code in DEV QA, UAT & Production environments
• Work with backend applications like Actuate, GLS, Investor Portal, Mosiki and Data Warehousing
• Monitor server performance for proprietary application
• Assist in all production support issues that arise from the internal and external user community

Confidential

Relationship Manager/Senior Associate

Responsibilities:

• Hedge fund investor services division for fund manager and fund investors, Act as a primary contact point for investors and fund
• Open new investor accounts ensuring compliance with the funds documentation, anti-money laundering requirements, statutory regulations so that company policies and procedures are met
• Manage offshore operational team by checking all work produced on a daily basis. Manage the flow of weekly and monthly distributions of ERISA reports, Blue Sky reports and Investor contracts for fund investors
• Responsible for conducting IT testing for new changes in technology and infrastructure