SUMMARY

Sr. IT Portfolio Coordinator currently responsible for 2 portfolios of a total of 25 - 30 projects at Confidential. Project Manager and Technical Writer at Confidential managing software development and implementation of various financial software. Currently seeking one Technical Project Manager or related position to merge the best aspects of both of these roles.

PROFESSIONAL EXPERIENCE

SR. IT PORTFOLIO COORDINATOR

Confidential

Responsibilities:

• Provides the project manager support and assistance in scheduling, documentation, budgeting and communication.
• Updates the project plan.
• Assists in information collection and validations.
• Facilitates collaborative documents and data stores.
• Helps prepare status reports and presentations.
• Excellent oral and written communication skills and experience with Excel, Word, SharePoint and Visio.
• Ensure timeliness and quality of the team deliverables including month-end processing, invoicing, in-servicing, portfolio reporting, KPI reporting, risk reserve management, portfolio planning, and continual process improvements.
• Support PMO Delivery teams with resource onboarding and access provisioning, project repository set-up, project set-up, administration, and closure.
• Responsible for operation of day to day purchasing and expenditure activities.
• Responsible for support services provided by staff to project and program managers, including in-servicing, financial management, portfolio reporting, KPI tracking and reporting, and new resource training.
• Assists with management of portfolio financials including planning, budgeting, forecasting, variance tracking, calculating earned value metrics.
• Establish and conduct operational reporting for the PMO Portfolio Director.
• Support PMO staff on understanding financial practices, procedures and status.
• Ensure PMO financial transactions follow GAAP and Confidential policy, and are conducted in a timely and accurate manner.
• Liaise between PMO, Capital Asset Accounting (CAA) and Finance to ensure timely and accurate in-servicing, and PMO Spend.
• Compile information for and assist in reviewing the 5 year capital funding plan.
• Provide procedural instruction to Project Managers on financial activities.
• Establish and provide subject matter expertise on transactional systems, PPM, GL chart of accounts, contract and invoicing systems

TECHNICAL PROJECT MANAGER & TECHNICAL WRITER

Confidential

Responsibilities:

• Capable of managing moderate to large, complex projects.
• Capable of delivering projects in one or more product domains.
• Waterfall and Agile methodologies
• Direct project activities, conduct reviews, manage risk mitigation, issues, project schedule and change control processes.
• Accurately forecasts resource utilization and manages project budget effectively.
• Work with business and technology subject matter experts to define scope, create accurate and inclusive estimates, develop budgets and project plans, and produce Project Charters and other documentation needed for funding approvals. demonstrated ability to effectively communicate technical and business issues and solutions to multiple organizational levels internally and externally as needed.
• JIRA

Technical Writing

Responsibilities:

• Process Improvements and ability to identify opportunities for improvement and make constructive suggestions for change
• Work with teams or individuals to implement changes iteratively
• Provide internal and external customer service
• Communicate requirements and strategy to executives and stakeholders
• T rack record for being detail-oriented with a demonstrated ability to self-motivate and follow- through on projects
• Responsible for working directly with Finance, IT and Development departments to help document and diagram existing processes and systems in addition to new products.
• Developed business requirements, and assist in the design, testing, development, implementation and enhancement of systems.
• Develops Product Overviews, FAQs, Tool Glossaries, system training material, and system user documentation.
• Writes detailed description of user needs, program functions, and steps required to develop or modify computer programs.
• Tracks and documents changes to functional and business specifications
• Monitors and documents pre/post go live steps; revises documents as needed
• Make suggestions to improve existing processes
• MS Office, Excel, Visio (within this role)
• Business Analysis (within this role)

ACCOUNTANT-SR. ACCOUNTS PAYABLE ROLE

Confidential

Responsibilities:

• Complex Journal Entries
• Depreciation-Straight Line Method
• Amortization of expenses
• Month over Month and Year over Year forecasting and financial review.
• Netsuite
• Collaboration on SOP's
• Collaboration on SOX Controls for Accounts Payable
• Contract review and setup in Accounting System
• Auditing

ACCOUNTANT- ACCOUNTS PAYABLE ROLE

Confidential

Responsibilities:

• Complex Journal Entries and Account Reconciliations and Suspense Recons
• Depreciation-Straight Line Method
• Return Premiums; Return Credit Endorsements, Audits, to clients and returning balance to finance company.
• Month over Month and Year over Year forecasting and financial review.
• Auditing of Account Codes and documentation
• Collaboration on SOP's
• GL/Responsible for Close activities.
• FATCA and GAAP Compliance

OPERATIONS MANAGER

Confidential

Responsibilities:

• Managed Resources and Onboarding
• Escalation of escalated situations
• Vendor Management
• Management of all Facility and Operations related issues. Owned the issue.
• Budget/Account Reconciliations and Deposits

ADMINISTRATOR

Confidential

Responsibilities:

• Calendaring-Time Management-Payroll
• Managed All Resources and Office Personnel-Onboarding Included
• Vendor Management-Contractors
• Billing Escalations
• Full Cycle Bookkeeping
• Auditing-Financial Records and Medical Records for completeness.
• Project Management-Full Cycle-Revamp of entire accounting and medical billing software.
• Created training documents and SOP's.
• Managed the Installation, Testing and Process from start to finish on time and under budget.
• Translation services-ASL