SUMMARY:

• Senior Program Manager with extensive background in the delivery of high profile results within the Financial Services Industry.
• Excellent ability to coordinate and manage multiple project streams that impact project sponsors, stakeholders, outside vendors and senior level executive staff.
• Experience includes successfully delivering the management of cross - organizational projects following project life cycle disciplines within the Project Management Office (PMO).
• Responsible for meeting and adhering to strict deadlines while tracking, maintaining and monitoring various deliverable components such as risk, cost, schedule and performance adherence simultaneously for multiple projects.
• Managed Steering Committee Meetings to ensure stakeholders were informed of status.
• Articulate communicator whose verbal and written skills meet and exceed the expectations of stakeholders Confidential all levels of projects.

TECHNICAL / BUSINESS SKILLS:

Clarity, Jira Bug Tracking, HP PPM (Mercury/ITG), Project Tracking System, Wiki, Mercury Test Director, Capability Maturity Model (CMM), RUP, MS Word, MS Excel, MS PowerPoint, MS FrontPage, Microsoft SharePoint, Lotus Notes, MS Project, Visio, GUI Screen Design, LAN, Harvard Graphics, Outlook, Ad HOC Reporting, MS Access, JAD, SEC Compliance, Workflow Imaging, Info Mapping

PROFESSIONAL EXPERIENCE:

Confidential

Sr. Program / Project Manager

Responsibilities:

• Creates and manage projects using Microsoft Project for tracking project plans, schedules, resources, scope changes, risk, time tracking and reports. Track project financials for estimate versus actuals.
• Manage project timelines with teams and management to ensure all deliverable dates remain on track.
• Create and maintain projects within Sharepoint for project management and tracking.
• Facilitate daily status meeting with project teams .
• Create and maintain project dashboards for multiple projects within the program.
• Create and maintain project status reports, action items list and project escalation processes to Sr. Management.
• Conducts Peer Review meetings, create and maintain risk and issues logs for all projects.
• Documents resolutions regarding potential risks to projects that could impact timelines and budgets and escalate status to Management when necessary.

Confidential

Lead Senior Project / Program Manager

Responsibilities:

• Conduct post implementation reviews of projects Confidential the Sponsor’s request. Confidentially interview individual project team members and Sr. Management to gather information related to projects to identify areas where improvement may be required and create detailed reports of findings and recommendation to help reduce and eliminate risk for future projects.
• Create project Terms of document for all assessments to be conducted for review and approval by Project Sponsor prior to start of assessment.
• Conducted “Lunch and Learn” session to the IT teams to provide guidance and understanding of the standard processes for projects within Confidential .
• Created “Requirements Management Guidelines” best practices document and overview sessions for the GLobal IT teams to help provide team with solid understanding of the standard processes to help ensure high quality requirements are provided resulting in reduction or risk to help provide overall high quality projects.
• Responsible for implementing the “Raise the Bar” initiative for Global Teams. Conducted reviews with the IT team to ensure that all required standard documentation is being captured and provide guidance to teams for process improvements.
• Responsible for implementing “Business Transformation Framework Assurance” initiative in the America’s with the IT teams. Conducted reviews with project team to ensure project policies and standards/best practices were followed. Established program to strengthen sponsorship and governance of BTF standards that resulted in quality and performance improvement of change and transformation programs.
• Work with the Sr. Quality Manager to help troubleshoot and resolve issues as they arise and provide status reviews. Additionally provide “Raise the Bar” stats for monthly management reports.
• Provide guidance and to new “Raise the Bar” resource in Mexico to ensure all reviews are conducted within the standard guidelines.
• Work with the teams on an ongoing basis to provide guidance and direction as questions arise.
• Managed Global team members in Mexico and Brazil.

Confidential

Sr. Program / Project Manager

Responsibilities:

• Created and managed projects using Microsoft Project for tracking for project plans, schedules, resources, scope changes, risk , time tracking and reports . Tracked project financials for estimate versus actuals.
• Managed project timelines with teams and management to ensure all deliverable dates remain on track.
• Mentored Business Analysts ensuring requirements methodologies/standards were implemented according to company standards.
• Created and maintained projects within Sharepoint for project management and tracking.
• Facilitated daily status meeting with project teams within the US, London and India and Sr. Management.
• Created and maintained project dashboards for multiple projects within the program.
• Created and maintained project status reports, action items list and project escalation processes to Sr. Management.
• Conducted Peer Review meetings, created and maintained risk and issues logs for all projects.
• Documented resolutions regarding potential risks to projects that could impact timelines and budgets and escalate status to Management when necessary.
• Managed the Jira Bug reporting for the project team during the testing phase.

Confidential

Vice President - Program / Project Manager (PMO)

Responsibilities:

• Created and maintained large complex $2,000,000 program dashboard consisting of 20 projects and their timelines, dependencies, issues and weekly status. Team consisted of 5 Project Managers and 20 additional team members.
• Managed large $800,000 complex Prime Broker project in the development of a new Tri-Party Collateral Balancing system to automate messaging between Confidential, Custodial Bank and Clients. Team consisted of Business Analyst, 7 Technical teams, Quality Assurance; Business SME’s and team Confidential . Team consisted of 30 members.
• Created and maintained program dashboard for large $2,000,000 complex Client Conversion Program and worked with 7 Project Managers to ensure project plans were updated in addition to maintaining issues / risk lists. Project Team consisted of 28 members.
• Managed the planning, organizing and implementation of 4 projects to develop End to End Reconciliation of Client Statements system to ensure the firm met regulatory guidelines. Coordinated the selection of software vendor package which resulted in a $200,000 cost saving to the project. Project cost initially estimated Confidential $850,000 and reduced to $650,000.
• Managed $5,000,000 complex project related to broker dealers for enhancements to a new account opening systems and for the integration of an in-house Seibel CRM system. Team consisted of 3 technical teams within Confidential, Confidential and external technical consultants. Project Team consisted of 15 members.
• Facilitated Steering Committee Meetings to ensure Project Stakeholders and Sponsor of program / project status in addition to weekly team status meetings.
• Created and managed projects using HP PPM tracking tool for project plans, schedules, resources, scope changes, risk , time tracking and reports. Created and maintained program / project wiki sites. Tracked project financials for estimate versus actuals.
• Conducted Peer Review meetings, created and maintained risk and issues logs for all projects.
• Created executive status reports and provided to Sr. Management on a weekly basis. Presented project status reviews to Sr. Management on a scheduled basis or “on demand”.
• Documented resolutions regarding potential risks to projects that could impact timelines and budgets and escalate status to Senior Management when necessary.
• Created project “Financial Reporting”, “Project Roles and Responsibilities” and “Risk and Issues” templates for tracking and reporting purposes.
• Mentored Business Analysts ensuring requirements methodologies/standards were implemented
• Managed team of Business Analyst’s and defined individual goals and objectives and yearly performance reviews
• Completed business analysis and created business requirements and system documentation.
• Developed and maintained meeting status reports, outstanding issues lists and BRD baselines changes documents.

Confidential

Lead Business Systems Analyst

Responsibilities:

• Completed business analysis and created business requirements and system documentation using the Rational Suite Tools.
• Participate d in the Print vendor selection.
• Completed analysis of current system process and workflow for print and analysis for the Imaging of documents.

Confidential

Senior Business Systems Analyst

Responsibilities:

• Created Business Requirements Documents and prepared system specifications for the compliance of state rules and regulations, using the Rational Suite Tools.
• Resolved system inquiries, problems from the user community and recommendation enhancements updates when necessary.
• Created Business Requirements for the Billing and Booking processes and acted as a liaison between various business groups for the implemented a Reporting Tool for a Third Party Loss Processing System.

Confidential

Senior Business Analyst (PMO)

Responsibilities:

• Worked in developing the Program Management Office (PMO) methods and procedures and created PMO standards.
• Created PMO Style Guide for standards and procedures.
• Completed analysis and developed standardized templates for Business Analyst artifacts based on RUP standard templates.
• Assisted in the preparation of documentation for the Confidential ’s quarterly meetings and maintained program dashboard.
• Completed Business Analysis and created Business Requirements Documents for an Underwriting Pricing Tool using the Rational Suite Tools. Developed meeting notes templates; issues log templates and system request tracking templates for standard use.
• Participated in the GAP Analysis process of vendor review for the development of a new Commercial Global Energy Rating System (external vendor product Insurity).

Confidential

Lead Business Analyst

Responsibilities:

• Created Business Requirements Documents and assisted in the development of a web-based Financial & Compensation System involving options and grants exercised, a Master Underwriting Application for a large manufacturing company and intranet based HR System.
• Completed the Business Analysis, wrote Functional Requirements, Test Plans and User documentation.
• Developed system documentation and Business Requirements for a financial system.
• Facilitated Joint Application Development (JAD) sessions for the client.
• Designed test plans, conducted testing and documented findings regarding errors to the developers.

Confidential

Operations Analyst & Manager

Responsibilities:

• Assisted senior staff members of Company in the preparation of Proposals for Key Corporations, ongoing interface with high-level Executives, implementation and rollout of Corporate Peak Performance Seminars.
• Oversaw and managed all daily Office Operations, daily interface with system vendors and managed office staff.

Confidential

Lead Business Analyst & Systems Consultant

Responsibilities:

• Analyzed client needs in defining system enhancements for a Sales & Marketing system.
• Responsible for the development and execution of Test Plans.
• Complied with SEC’s (Security Exchange Commission) Rules and Regulations during requirements phase.

Confidential

Lead Business Analyst & Systems Consultant

Responsibilities:

• Responsible for presenting and obtaining system buy in from various in house clients for new and updated system ideas through participation in Concept Team Implementation.
• Responsible for obtaining staffing needs from various business units through participation in Feasibility Staffing Team.
• Analyzed client’s needs in defining system enhancements to client call center front-end systems and present these needs to various System Areas to obtain agreement and sign-off for development and implementation.

Confidential

Lead Business Analyst / Systems Engineer

Responsibilities:

• Charged with developing and maintaining a large contract with client for d Confidential processing consulting company.
• Completed the business analysis, business requirements and system documentation of revenue producing customer d Confidential base for Call Centers.
• Responsible for the development and execution of Test Plans.