Project Manager In Pmo Resume
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Wilmington, DE
SUMMARY:
- PMP Certified Dynamic Project Manager with an experience in improving business design based on organizational process and technology requirements by using Agile Approach, JIRA & SDLC
- PMP Certified Project Manager pursuing AWS Cloud Computing with experience in business design based on organizational process and technology requirements using Agile methodologies, JIRA and software development life cycle. Team player with combination of experience in the fields of Project Management, Accounting, Taxation, Financial Analysis, Audit and FATCA / KYC / AML / BSA.
- Managed technology as well as non - technology projects. Met business goals by facilitating meetings for senior leadership consisting of MDs and EVPs from IT, Legal, Compliance, Risk and lines of business. Achieved desired positive outcomes by using technical and soft skills including strong interpersonal, influential and negotiation skills as well as critical thinking and relationship management.
SKILL:
- Proficient in JIRA, Visio and MS Project, SharePoint and WebEx
- Proficient in Microsoft Office, Excel (Advanced-V Look and Macro) and core financial modeling
- Proficient in Confidential ’s proprietary web portals such as “ETACS, AMC and SharePoint”
- Strong Interpersonal, Influential and negotiation skills with critical thinking
- Excellent verbal & written communication skills
PROFESSIONAL EXPERIENCE:
Confidential, Wilmington, DE
Project Manager in PMO
Responsibilities:
- Managed technology projects using Agile approach, JIRA, Visio and MS Project.
- Organized and facilitated virtual meetings for senior leadership teams of 8-10 members (MD’s & EVP’s from IT, Legal, Compliance and Risk & LOBs). Influenced the senior leadership and achieved positive outcomes within project schedule.
- Organized and facilitated meetings for both co-located & virtual core & working groups of about 14-25 members. Facilitated discussions to stay on course and delivered key deliverables on time.
- Interacted with IT developers to explain business requirements of LOBs
- Interacted with IT developers and test leads to develop master testing strategy and for UAT and automated regression testing
- Managed communications with senior leadership, scheduled resources, defined business requirements, and updated requirements, prioritization matrix, project schedule, weekly status reports, RACI, risks & issues. Managed meetings through WebEx using soft skills, used SharePoint as an owner, applied critical thinking, and managed co-located & virtual teams.
- EBR Conversion to IFR Project (high technology/large budget) - Agile - achieved the objective of saving financial resources.
- Institutional Investment Management Coding Project (high technology/ large budget) - Agile - achieved the objective of increasing AUMs
- Affiliated Money Market Fund Project (low technology / low budget) - Waterfall - achieved the objective of increasing AUMs.
Confidential, New Castle, DE
Project Manager Tax Analyst
Responsibilities:
- Managed projects for developing tax metrics for three projects --one Global & two regional.
- Organized and facilitated meetings for both co-located & virtual teams of mid managers.
- Interacted with IT developers to explain business requirements for accurate implementation of tax reporting.
- Managed meeting agenda via WebEx, stakeholders, communications, resource scheduling, project schedule, weekly status reports, risks & issues.
- Ensured compliance to FATCA / CRS / KYC / AML / BSA regulations.
Confidential, Newark, DE
Project Manager, Tax Accountant
Responsibilities:
- Initiated, planned & implemented projects using agile approach & JIRA (accounting, payroll & taxation projects) for businesses. Developed and implemented project plans for scope, cost, time and risk.
- Interacted with businesses to improve design based on organizational process and technology requirements.
- Identified, selected and oversaw installation of appropriate software
- Trained clients’ staff on software for operations.
- Led and developed a team of three colleagues.
- Managed operations for accounting, payroll and taxation.
- Implemented FATCA / KYC / AML / BSA regulatory compliance.
Confidential, Princeton, NJ
Investment Advisor
Responsibilities:
- Oversaw account opening, client on boarding, KYC, AML & FATCA regulatory compliance.
- Increased assets under management for 401K & brokerage accounts.
- Developed Investment Policy Statements and oversaw asset allocation as per IPS.
- Controlled financial risk.
- Oversaw investment of available funds in equities, mutual funds, exchange traded funds, fixed income products, annuities and life insurance products.
