SUMMARY:

• Passionate Change and Project Management Consultant, over 10+ years of experience successfully facilitating organizational leaders with enterprise organizational transformational changes. Synergistic skills include organizational leadership/organizational change management (OCM), strategic management, business process management, and mastery in project management.
• Developing strategic delivery project plans, mergers and acquisitions, managing end - to-end software development life cycle (SDLC), and Commercial off-the-shelf (COTS) software, securities/mutual funds and infrastructure projects, IT/Business Audits and assessments, Traditional Waterfall and Agile/Scrum Project Methodologies, manage small to large-sized global project teams, mentoring, coaching, project staffing, vendor management, forecasting and managing project budgets, project reporting, and recommending process improvements/best practices.
• Adept at developing strategic roadmaps and high quality technological solutions for business and compliance/security/regulatory needs, (i.e. SOX, COBIT, PCI DSS, ITIL, HIPAA, SEC, GBLA, IRC, ERISA, & DOL).

EXECUTIVE EXPERTISE:

• Executive Leadership
• I/O Psychology
• Strategic Management
• Business Process Management (BPM)
• Organizational Change Management (OCM)
• Project Management Office (PMO)
• Business Transformation
• Mergers & Acquisitions
• Global Enterprise Applications
• Solutions Development
• Cross Cultural Work Environments
• Audit Management
• Compliance Management
• Training & Development Program
• Technology Optimization

PROFESSIONAL EXPERIENCE:

Project Manager Consultant

Confidential, Wilmington, MA

Responsibilities:

• As Program Lead reported directly to Sr. Vice President (he reported to CEO) and collaborated with Vice Presidents and Directors. Conducted and/or participated in pre-audits for Business, IT, and security; developed gap analysis between current and target states; managed identification of the remediation projects; participated in network segmentation process; contributor in creation and review sessions for standardized security policy documents; lead owners in remediation control deficiencies; recommended process improvements to boost efficiencies, effectiveness, and optimize employee performance.
• Coordinated 3 rd party vendor selection process for several remediation projects; constructed Annual PCI Maintenance Calendar and linked to detailed PCI Department Checklist Templates.
• Partnered with Human Resource (HR) Managers cross Business Units; conceptualized and implemented business process optimization and projected to enhance employee performance 15%.
• Designed and created workflow for the integration of HR system and technology’s new workflow system.

IT Program Manager Consultant

Confidential

Responsibilities:

• Trustee/Custodian Conversion Program for 73 impacted IT applications, including 140 IT Program/Project resources (full time and contractors); gathered requirements via interviews and created qualitative/quantitative online survey to develop strategic delivery project plan; collaborated across departments including mutual funds trading group; project staffing, project communication, created software and hardware resource budgets; ensured compliance with IRC (i.e. 401k, 403b), ERISA, and DOL.

IT Program Manager Consultant

Confidential , Portsmouth, NH

Responsibilities:

• Performed project audit that revealed oversight of $1.5M component; managed 35 IT program resources.
• Developed PMO/OCM integrated framework, along with re-engineered/piloted production readiness process; ensured compliance with Attestation (SOX) Program; conceptualized and facilitated creating PMO merger roadmap.

Systems Program Manager Consultant

Confidential, Merrimack, NH & Smithfield, RI

Responsibilities:

• Embraced challenge of reviving canceled risk management program - performed project audit, applied Six Sigma process to identify root cause of delay, created recovery project plan, and OCM, which restored client confidence and the schedule; managed 38 IT resources (full time employees, contractors, and offshore).
• Solicited by management to develop and deliver PMO enhancements: comprehensive project management training and development program, project (client) onboarding questionnaire, and stakeholder feedback survey.

Technical Program Manager Consultant

Confidential, Boston, MA

Responsibilities:

• Developed robust financial research application for external institutional clients to use for decision-making pertaining to mergers and acquisitions.
• Lead Program Manager for 50-member global team with 80% resources in Japan, China, France, and India.
• Revamped project portfolio management (PPM) structure (i.e. strategic roadmap, governance, policies, best practices, and standardized procedures) and assisted the PPM with the adoption of this organizational change.

IT Program Manager Consultant

Confidential, Boston, MA

Responsibilities:

• Partnered with 4 Regional Technology Vice Presidents across all regions including Canada; coordinated standardization of Confidential ’s infrastructure (including hardware and software), and implemented OCM framework to drive organizational transformational change.
• Created standardization of enterprise operating systems, middleware, servers, etc. across all technology regions.
• Conceptualized and implemented a sustainable standardized IT Audit Infrastructure Procedural Checklist, leading to 70% decreased audit issues, including ensured ITIL (Information Technology Infrastructure Library) compliance.

Business Program Manager Consultant

Confidential, Lowell, MA

Responsibilities:

• Applied BPM for Enterprise Project Management Office (EPMO) status reporting; increased reporting accuracy by 25%; successfully bridged integration gap amongst Business groups and performed post merger/acquisition cleanup.
• Overseer for 12 Projects and developed 12-month strategic roadmap, including 48 Business global project resources, risk/issue ad scope management essential tools to achieve EPMO delivery deadlines; drove organizational transformational change by applying OCM process.

Construction Program Manager Consultant

Confidential, Boston, MA

Responsibilities:

• Provided executive coaching and management consulting to senior executives.
• Conceptualized business process improvement recommendations and spearheaded strategic planning process to identify opportunities for lean principles; drove project management and entire vendor selection process.
• Spokesperson at two Confidential Hearings and partnered with Mayoral office representatives.