PROFESSIONAL SUMMARY:

• Program Manager, Senior Project Manager, Certified Scrum Master experienced in both Business Operations and Information Systems with over 18 years of managing Business and Software projects.
• Experienced Program Manager with health insurance related projects.
• Proven track record of managing multiple SaaS and non - SaaS complex projects using various project management tools and methodologies including Waterfall, Agile, hybrid Wagile.
• Experienced Senior Product Manager/Senior Product Strategist developing software products for the financial services sector.

AREAS OF EXPERTISE:

• Program Management
• Business Analysis
• Budget/Cost Planning
• Product compliance
• Risk Management
• Workflow Optimization
• (ACA) Affordable HealthCare Act
• Quality Control
• Project Management
• Task Management
• Error Triage
• CMS - Centers for Medicate/Medicaid Services Guidelines
• Process Improvement
• Product Strategy
• Implementation
• High profile Project Delivery
• Credit Union Vertical
• Financial Services vertical
• Print production
• Commercial Dental
• SaaS - Software as a Service
• Public speaking
• Customer Service
• Stakeholder engagement
• SCRUM
• Conflict resolution

SKILLS & TOOLS:

• Projector PSA
• Salesforce.com/CRM
• Business Requirements (BRD)
• Microsoft Project (MPP)
• .json implementation
• System Requirements (SRD)
• Microsoft Project Server
• Microsoft Visio; Sharepoint (SPN)
• Proprietary Oracle suites: Oracle Insurance Policy Administration; Oracle Insurance New Business; Palette Business Rules Configuration
• Clarity
• XML Spy
• CRM On-Demand/Siebel
• HP Quality Center
• UML Modeling
• JIRA Confluence
• CA Service Desk
• Business Use Cases
• Defect Triage/Tracking/Resolution
• Concur Travel
• Business Process Workflows
• HealthCare Public Exchanges
• Thunderhead Enterprise
• EMME - Enterprise Messaging Measurable Ecosystem
• Taleo; Workday - HR Management
• Microsoft Office: Excel, Word, Powerpoint
• Balsamiq - UI design

WORK HISTORY:

Confidential, Menomonee Falls, WI

Director, Program/Project Delivery

Responsibilities:

• Build out and structure up a robust project management office (PMO) team with nine (9) project managers representing 47 strategic projects/implementations driving revenue well over $50M
• Create a net new ‘consultative’ professional services project implementation model for both commercial and government business
• Design an enterprise wide Project Delivery model for SaaS (software as a service) implementations for large, highly visible net new clients which was shared during our Annual Client Summit
• Document and strategize with the C-suite on a Sales Handoff process to ensure end to end optimized project implementations across the enterprise.
• Partner with IT to identify areas of convergence and best pracitces in TPA/SaaS implementations
• Coach, guide, mentor through Confidential listening and Proteus change management

Confidential, Waukesha, WI

Program Manager

Responsibilities:

• Drove the Confidential One Renewals Program which is a critical, strategic, high-profile project that drives the renewal of medical and dental members via several communication channels, requiring the collaborative efforts of 16 departments across Confidential .
• Organized the program from Strategy through execution in all states in which Confidential One operates ( 16 states), driving revenue of over $1 Billion.
• In addition to Program Management, requested by enterprise senior leadership to engage in operational oversight to architect, drive and troubleshoot key areas and systems for Renewals Communication
• Produced over 600K+ pieces of communication annually for members of ACA (Affordable Care Act) in accordance with all state and federal laws
• Oversaw a matrixed team of 30+ team members and liaise with Senior Management on critical aspects of the program
• Analyzed Regulatory Compliance guidelines from Public Affairs, CMS and AHIP which could impact the program
• Mentored Senior Business Consultants and Junior Project Managers
• Received Confidential for stepping in and taking over the troubled program mid-stream; reduced errors by over 97% in the first year with a project investment of ~$2M annually

Confidential

Senior Project Manager

Responsibilities:

• Managed delivery of multiple (5-6) strategic business projects (.json, pharmacy readiness updates, call center operations updates, eApp SAD version, compliance - duplicate association dues refunds due to market conduct exam)
• Mitigated risks and created TaskTracker to log actions, issues and dependencies on projects, etc. which was then used by other H1 Project Managers as a best practice
• Managed project resources and IT costs
• Created Quality program within ecosystem to address issues early
• Oversaw project SDLC to include UAT and post production validation coordination and sign off

Confidential, Waukesha, WI

Project Manager/Scrum Master

Responsibilities:

• Managed business as well as infrastructure project with hybrid approach for major health insurance company in support of the Global Support Portal which included Saudi Arabia, Australia, New Zealand, Poland and France
• Negotiated with offshore vendor on Statements of Work (SOW) to lock in Sprint deliverables via fixed price contract and held them accountable for final timely work product
• Greatly improved process and overall delivery with the offshore engagement manager (iGATE) to ensure prompt delivery of SOW deliverables
• Identified areas of concern and prompted Hackathon/Offsite to produce a strategic roadmap

Confidential, Madison, WI

Project Manager/Scrum Master

Responsibilities:

• Project managed the development of new life insurance product for the first time in 26 years in partnership with Credit Unions
• Delivered the financial services integration SCRUM projects to include internal financial reconciliation with G-Treasury in Madison and managed a BPO initiative with third party vendor out of Iowa simultaneously

Confidential, Mequon, WI

Senior Project Manager

Responsibilities:

• Managed/implemented software development (SCRUM) projects for the two largest clients (Zurich and Transamerica), using Agile methodology, which revolved around proprietary suite of web-based software products for life insurance and annuity carriers
• Upsold software services and crafted SOWs with teams of business analysts, actuarial, and user interface developers, quality assurance analysts, implementation specialists and network administrators originating from multiple business units
• Mentored Senior Business Analysts and new Developers to ensure Quality in our SCRUM team

Confidential, Minneapolis, MN

Senior Product Manager/Senior Product Strategist

Responsibilities:

• Created, designed and set product strategy for Oracle’s proprietary web-based software product Oracle Insurance New Business Underwriting (OINBU) based on OIPA platform.
• Co-authored New Business Process Foundation packs for Oracle’s Application Integration Architecture (AIA)

Confidential, New York, NY/Minneapolis

Vice President, Business Development

Responsibilities:

• Prospected, expanded and deepened clients in the US life insurance sector by leading and managing through the complex CRM software cycle.
• Closed $3M actual bookable revenue that led to increased revenue and additional venture capital investment.

Confidential, Minneapolis, MN

Manager, Systems Technology Integration

Responsibilities:

• Oversaw, led and managed development for IT projects (16 direct reports) affecting third party distribution which was our most profitable revenue stream.
• Created a first-of -its kind Replacement XML point to point transaction which addressed a systemic issue costing the company millions of dollars.
• Drove adoption of ACORD open-source standards within the company to address inefficiencies and move toward plug n play.
• Promoted twice; created first-ever information exchange portal for bi-directional flow of information.