SUMMARY

• An accomplished senior agile scrum, project and product delivery manager with experience as a production line manager with direct reports. Industry experience in Energy, Finance, Technology, Retail and Healthcare.
• Managed the project team of developers, engineers and testers from development through the execution lifeycle for the creation of an API micro services platform. We created a platform and subsequently released without incidents 11 Marketing and Data and Analytics use cases over 9 months remaining in scope
• Identified, analyzed and recovered $3M of lost revenue transactions.
• Prevented a $1M bad debt loss by enhancing the billing system to accept purchase of receivable files.
• Improved the timeliness and accuracy of revenue recognition 40% by automating enrollments, renewals and service changes. In addition, 2.5 FTEs were transferred from processing transactions to analytical roles.
• Improved the billing group’s efficiency in the timely and complete handling 70K monthly transactions by introducing (a) role specialization to break out billing into phases, (b) systematic quality review of data handling, analysis and processing, (c) a look back at lessons learned, (d) creating customized dashboards and (e) partnering with developers to improve level of systems support.
• Reduced the renewal rate loss 15% by improving the credit review process by: (a) retraining staff, (b) automation, (c) adding specialized credit rating vendors, (d) developing a metric dashboard to evaluate the results of collection vendors, (e) adding a shared space to process credit requests/work orders and (f) creating a credit database that aggregated all parent/child contract and account relationships based on contract liability.
• Prevented loss of $400K by improving the operational processes of mid - contract service changes.
• Managed the schedule cutover of divested accounting and financial technology assets for several waves fast tracking tasks to maintain scope

TECHNICAL SKILLS

• Big Data Mining & Analysis
• Script Procedure Write/Store
• UAT and Regression Testing
• Statistical Modeling
• Report Building
• DBA
• Accruals/MEC; Quarter Close
• Audit/Reconciliation
• API Platform

PROFESSIONAL EXPERIENCE

Confidential, Irving, TX

Program Manager, Senior IT Project Manager, Scrum Master, Assistant App Manager

Responsibilities:

• Project manager and scrum master for Data and Analytics API micro services platform team portfolio with an annual budget of $3M
• Portflio management consists of three projects: Customer Graph, Customer Hub and Merchant Graph for integrations for Omni and Marketing business team use cases to create events for ingestion
• Convert business requiremetns to functional requirements partnering with the solution architects, business leads and product owner.
• Create Epics to clearly define features
• Create user stories and complete the definition of done and acceptance criteria
• Manage team velocity curing any daily slippage
• Create sprint roadmaps and project plans identifiying critical path and slack
• App dev integration projects comprising 80 members including QA testers for the creation of API micro services to deliver marketing use cases for Cards and Retail LOBs. Additional project work entailed creating a master customer ID to create real-time credit card ID linkages
• Ensure all Citi compliance procedures for applications are adhered to including performing walkthroughs of appliance upgrades
• Manage budget labor by identifying areas of possible overlap of project phases to leverage sharing of testers
• Maintain the book of work by planning labor allocations and leveraging skill taxonomy
• Create funding requests, work packages (WBS), schedules, work allocations and executive reporting
• Create and update labor forecasts including creating named resource reserve and requirement requests
• Participated in regular audit preparation
• Vendor SLA management including reporting and mitigation calls
• Executive reporting
• Created sprint roadmaps and ensured sprint objectives support the release and SDLC timeline
• Monitored team velocity and mitigated risk according to risk response plan
• Trained peers and new team members in agile practices
• Held scrum ceremonies regularly to groom the backlog, plan the sprints, host demos and conduct retrospectives
• Led daily scrum calls to ensure developers remain on track
• Led weekly design and testing calls with the solution architects, the business, product owner and sponsor
• Oversight of the creation of the run book for Production Support
• Managed quality assurance of SIT and UAT test exits
• Obtained signoffs for 30 releases from platform solutioning to integrations
• Create JIRA Kanban boards and dashboards complete with component creation to track various work streams
• Create and manage a use case intake and monitoring workflow process for backlog prioritization
• Ensure SDLC/PMO Process management adherence from approvals of work requests through implementation sign-off through warranty and tech handoff to the business
• Created cutover/implementation plans
• Weekly project meetings, design calls and follow-ups to ensure Definition, Design, Construction, Implementation and Warranty phases remain on track
• Additional oversight include managing the construction phase by ensuring FUT, PAT and UAT are conducted to scope with appropriate signoffs
• Maintain scope by identifying issues and risks. Created and maintained risk registry complete with response plans

Confidential, Plano, TX

Technical IT Project Manager and Scrum Master

Responsibilities:

• Fiscally responsible for $4.5M in hardware lifecycle refresh projects and $12M in operational expense management
• Managed the budgeting, forecasting and rebalancing of capital and operational expenses creating variance reports
• Projects included the remediation of data centers across 877 stores focusing on server and network redundancy
• Nominated to chair an initiative to improve the Baseline Financials and Renewals workflows the team consisted of Asset Management, Procurement, Accounting, Finance and App Development teams
• Planned, Defined, Designed, Build, Tested and Deployed several hardware deployment projects including (a) network infrastructure migrations and (b) 12K point-of-sale terminal refreshes in stores across the entire enterprise
• Created Alpha and Beta test plan for pilot store sites using stores with the highest incident rates categorizing by server and switch setup
• Created and maintained the technical installation run book with the principal engineer for server and network
• Created high level design documents and refined functional requirements
• Created and led UAT plan for networking and server connections testing to ensure implementation has minimal impact on revenue
• Engineered nightly installations for physical network migration of routers, firewalls and switches establishing power redundancy
• Created statement of work for technicians and other managed services
• On-call for any installation issues that resulted in a store being unable to successfully complete network connectivity validations
• Conducted routine performance reviews of managed service vendors validating compliance to SOWs and SLAs

Confidential, Plano, TX

Project Planning Manager

Responsibilities:

• Led global teams consisting of outsourced and offshored engineers, developers, testers and project managers with cutover of finance and accounting tax software applications like SAP, Fusion and Open Text Tax ware
• Managed war room directing cutover divestiture activities: clones, clones-cleanse and go’s; extracts and retains
• Created project scoping, planning and budgeting for Finance, Accounting and Tax compliance software projects
• Lead client engagements by assisting with creating Scope of Work documents and project charters
• Directed program managers and PMs with planning and re-scoping from Design through Construction to MTP to Closeout; managed Warranty commitments
• Oversaw routine budget check-ups including unmet demand and overruns
• Trended project performance statuses and create recovery plans for projects trending amber or red
• Maintained project timelines and scope for regression testing and cutover plans
• Assisted with the identification of major global compliance regulatory statutes and deadlines
• Troubleshot, field and close defect tickets during cutover for critical assets across several waves
• Monitored execution of business validations; go-live and golden transactions; troubleshot delays and defects and assessed impact to subsequent tasks
• Conducted quality control checks on MSPS workflows; created and approved change requests
• Enlisted and acquired emergency IT SME’s for critical failures
• Gathered requirements and communications between various business units
• Performed UAT and regression testing of tax calculation and/ quoting systems; led testing and SDLC activities
• Created and managed processes for data retention and data clean-up

Confidential, NY

Senior Manager

Responsibilities:

• Managed the accurate and completeness of the pricing and invoicing of Structured and Public Finance issuances
• Approved month-end and quarter-end closing and system and reporting enhancements
• Created and approved spec documents for legacy billing systems enhancements
• Processed accruals and managed accrual reporting
• Created weekly, monthly and quarterly revenue accounting reports
• Managed reconciliations; investigated mismatches
• Managed a team of 9 including a team of system analysts and revenue accountants in Bangalore for Public Finance debt issuances, European Covered Bonds and domestic Structured Finance vehicles
• Created a quality control process to validate billable face amount decreases for Covered Bonds
• Identified functional requirements for system upgrades for signoff
• Engineered a database to capture all Covered Bond families to create alerts for floors and ceilings
• Conducted and approved User Acceptance Testing for Public Finance systems

Confidential, Valhalla, NY

QA Systems EDI Operations Billing Manager

Responsibilities:

• Directed a staff of 10 handling 70K monthly transactions to invoice a $1.5B portfolio
• Handled a $1.5B portfolio comprised mainly of retail customer accounts including commercial real estate, manufacturing, healthcare and retail trade; a smaller segment consisted of residential accounts and aggregations
• Maintained the mapping schema for the billing system inbound EDI 867, 810s and 820s
• Managed the identification, recovery and resolution of defective EDI files using JMeter and manual tools
• Prioritized and delegated the handling of defect data in the credit, contract, enrollment, billing and service changes
• Directed IT developers in what is required to improve data flow and systems and prioritize projects
• Maintained the billing database tables
• Migrated enrollment and usage files
• Report building using SQL
• Managed the testing of new product setups
• Directed the identification, tracking and handling of unbilleds, double-billeds or gaps in billings
• Directed the implementation of new products for new markets
• Increased the speed of identifying and processing missing or defective EDI meter readings
• Created several VBA based tools to assist staff with prioritizing voluminous EDI data
• Advised revenue accounting on accruals
• Trained and direct staff on the various regulations governing billing, payment and collection practices
• Liaised with support staff at various LDCs and TDSPs (utilities) improve data gaps
• Approved and managed the configuration of new product pricing templates in the billing system
• Mapped the quality control and assurance billing exception reports to capture new product or new process changes

Financial QA Credit Manager

Confidential

Responsibilities:

• Led project linking the contract system with the credit database
• Partnered with Sales, Marketing and Pricing on projects to improve the efficiency of new market entry
• Analyzed financial statements to determine financial performance and predict future ability to honor contracts
• Provided credit and operational risk analysis and recommendations for mitigation
• Rendered final credit decisions up to $10M per delegation of authority
• Maintained three key collections index performance indicators KPI
• Trained sales and credit staff on how to minimize ‘bad/missed’ hits by vetting data from brokers
• Added credit vendors to improve enrollment and renewal rates
• Monitored credit deterioration and implemented risk mitigation
• Created portfolio credit and collection performance dashboards
• Created waterfall models to monitor deterioration or opportunity for new credit terms
• Adjusted credit scorecards to mitigate risk vs. sales initiatives
• Routinely evaluated the recovery rate performance of collection vendors
• Directed the high-profile collection plan of Top 100 active and inactive arrears
• Approved payment agreements; amended terms on renewal customers in arrears
• Implemented and adjusted credit holds, deposits and letters of credit on forward contracts
• Routinely audited contract templates
• Managed the regulatory compliance notifications for 60 markets