SUMMARY
A proven professional with 5 years experience working with the 5 process groups of project management. Strategic planning to successfully obtain corporate objectives and goals.
strategic leader: Ensuring quality with astute change management and project oversight
Identified change request budgetary impacts and feasibility, resolving problems and conflicts to empower project completion and client satisfaction. Conceptualized client needs and coordinated cross-functional teams to design and implement best-case business solutions, including product, process, and system enhancements. Actively participated in team strategy meetings and presented weekly status updates to program managers. Tracked and maintained resource and task assignment details within Microsoft Project and Primavera, along with other performance monitoring platforms. dynamic team builder: Coalescing talent to deliver top results across all project elements
Led testing, installation, and post-implementation support on client reporting system transition, streamlining the process as well as validating accounting, performance, and analytics data. Implemented a new reporting package, increasing client product offerings from 3 to 15. Vital in restructuring due diligence reports and adding benchmarks; standardized legacy data in preparation for new analytics launch. Project Management Professional Certification ª
Advanced Financial Courses, Accounting ª
Skilled in ª MS Project ª MS Office ª Crystal Reports ª SQL ª PowerPoint ª Primavera
Professional Overview
Contract Positions
Confidential,2008-Current. Nov 2011 – Feb 2012
Attended and coordinated project planning activities for multiple project teams using the sticky note methodology. Using Primavera I entered, linked, and updated plan activities. Prepared and presented key reports for Control Meetings using critical path methodology.
Confidential, Feb 2011 – Jul 2011
Provided and created organization needs for a financial institution during their acquisition of an existing company. Planned and managed the removal and installation of signage for 32 newly acquired branches. Created and presented a detailed matrix to the IT Manager for the acquisition of new computers and computer equipment. Coordinated activities needed to move branches from one location to a new location. Developed and maintained weekly progress reports for Office and IT Manages using Microsoft Excel and Powerpoint.
Confidential, Mar 2010 – Nov 2010
Provided information, analysis, and recommendations used for the selection of a new data vendor. The information was analyzed by the requirements provided to me from the Analytics team. Worked with the IT team to ensure the data feeds also met requirements.
Confidential, Jan 2009 – Feb 2010
During this time I worked many part-time jobs while I was studying to obtain my Project Management Professional certification. Part-time jobs ranged from tax preparation to bartending and waitressing.
Consultant/Project Manager ª Confidential, Mar 2003- Dec 2008
Partnered with IT developers to create data mapping and transformation logic for an Advent data warehouse as well as designing Crystal reports for InvestEdge packaging product integration. Assisted in creating performance calculations and pricing solutions for alternative investments. Delivered data integrity testing during main frame to UNIX conversion. Employed asset classification methodology and mapping within a centralized data repository. Reviewed existing procedures manual and condensed vital information into one training guide; coordinated with cross-departmental staff to ensure up-to-date policies and processes. Collaborated with IT to ensure data points were properly stored within the architectural design of the data warehouse. Performed testing and benchmarking, ensuring consistency between existing data and newly integrated analysis. Portfolio Management Associate ª Confidential, Apr 1996-Mar 2003
Instrumental in performance platform conversion from Centerpiece to Advent, extracting files and implementing data transfer while ensuring data integrity and accuracy. Ensured Axys system reliability; processed trades and corporate action via Moxy and HubData. Troubleshot and maintained software programs such as Report Writer Pro, Schwablink, Fidelity Advisor Channel, Ibbotson Analyzer, Bloomberg, and Baseline. prior: Administrative Assistant ª Confidential;
Administrative Specialist ª Confidential.
