SUMMARY:

• Forward - thinking Senior Financial Services IT Professional and Agile Program Manager with 15+ years’ achievement leading major process and system improvement projects at premier financial institutions and consulting firms within the derivatives, regulatory, front, middle and back office spaces as well as in financial and regulatory software professional services.
• Proven record of success leveraging extensive trading and finance knowledge to plan and execute strategic improvement projects that realize immediate and sustainable growth to revenues and KPIs for both internal and external clients.
• Diligent strategist and negotiator with a keen ability to influence key decision makers.
• Especially adept in Agile, Scrum, XP, Kanban, Large-scale Scrum (LeSS), Scaled Agile Framework (SAFe), Scrum@Scale (S@S), Lean and Six Sigma methodologies, utilizing the latest technologies and management strategies to drive efficiency in operations.

AREAS OF EXPERTISE:

Strategic Program & Project Planning & Management - Agile & Waterfall Development - Derivative Trading Systems - Cross-Functional Leadership - Business Process Analysis Cost Savings & Eliminations - Dependency Tracking & Management - Needs Assessments & Specification Gathering - Market Analysis

PROJECT MANAGEMENT/ LEAN / SIX SIGMA SKILLS:

Frameworks and Methodologies: Lean, Agile, Scrum, XP, Kanban, LeSS and SAFe - Waterfall - Six Sigma - Design & Dependency Mapping - Quality Function Deployment - Root Cause Analysis – Kano Analysis - Value Stream Mapping - SIPOC - Risk Mitigation – Voice of Customer

Technical / Other Experience: MS Office (Excel, Word, PowerPoint, SharePoint, Project & Visio) including financial modeling, VLOOKUP, PivotTable, and VBA using Excel – QuickBooks – IBM Rational Team Concert (RTC) – Atlassian Jira - Crystal Reports – Bloomberg – IBS – Unity – Thomson Reuters – Charles River Investment Management Solutions (CRIMS) - Wall Street Systems – FENICS – FUTRAC – Global Link – Mysis – Summit – Golden Source – Markit EDM - E-Signal – Portia – EMIR – MiFID I/II – Basel – Dodd-Frank

Languages: Bilingual in English & Polish, with basic comprehension of Spanish, Portuguese, Italian, French, & German

PROFESSIONAL EXPERIENCE:

Confidential, Boston, Massachusetts

Agile PMO Architect & Project Manager

Responsibilities:

• Recruited to introduce an Agile/Scrum-based framework into the Professional Services client implementation model as well as to assess and improve the existing Scrum of Scrums model within R&D
• Facilitated whole team Agile/Scrum training and Scrum Master/Scrum Product Owner training & certification for 80+ Professional Services project managers, technical leads, QA Leads and product consultants
• Incorporated Agile/Scrum-based roles, artifacts, ceremonies and rules into the existing Professional Services client implementation model
• Coach teams in the proper implementation of Scrum and XP, usage of Agile tools and adoption of the principles of continuous improvement
• Serve as an Agile project manager on a new client implementation and existing client upgrade, utilizing the Agile/Scrum framework and tools to create a reference model for future implementations

Confidential, Boston, Massachusetts

Agile Project Manager/Scrum Master

Responsibilities:

• Recruited to manage an Agile-based implementation of a multi-asset class order management system and supporting operations systems, including middle office and performance analytics capabilities
• Managed trading and operations workstreams, which implemented and integrated a new multi-asset class order management system (Charles River Investment Management Solutions - CRIMS) with pre-existing operations systems; newly traded instruments included futures, options, FX, swaps, and structured notes
• Co-ordinated, monitored and controlled integration of the multi-asset class systems with concurrent new enterprise account master and security master (Markit EDM) warehouse implementations
• Coached business analysts, developers, data architects, quality assurance analysts and product owners within an Agile (Scrum) framework - the inaugural Agile project within the organization
• Oversaw program budget, schedule, resourcing and quality
• Created and maintained program status reports & metrics and engaged senior management via bi-weekly steering committee meetings

Confidential, Boston, Massachusetts

Contracted Agile IT Program Manager

Responsibilities:

• Recruited to lead technical teams and execute technical data warehouse projects within a quality management framework and outsourced/vendor partner environment (both onshore and offshore)
• Managed the Data Management Ecosystem Program, comprising standing up new enterprise-wide account and security master warehouses leveraging GoldenSource and Markit EDM vendor solutions
• Delivered technology solutions pertaining to data warehouse, business intelligence, and middle and back office transactional processing and risk analytics reporting within the capital markets, investment management and enterprise risk management divisions
• Executed program - level IT budgets, resource plans and project schedules
• Oversaw Change Advisory Board prioritization and approvals for all data warehouse applications

Confidential, Boston, Massachusetts

Contracted Agile Program Manager

Responsibilities:

• Managed program–level IT budgets, resource plans and project schedules
• Supervised IT development, testing, deployment and procurement activities, comprising 70+ resources/direct stakeholders across project portfolio
• Oversaw and published project collateral including business cases, project initiation reports, communications plans, project plans, BRDs/FSDs, test plans, deployment plans, and business continuity plans
• Reported to senior management, steering committees, legal data privacy group, corporate information security, and PMO Tollgate boards

Confidential, Boston, Massachusetts

Agile Implementation Manager, Professional Services

Responsibilities:

• Recruited to develop and implement an Agile client engagement and delivery management structure to support technology solutions for investment management and financial services clients. Created a structured and repeatable North American implementation model, which was successfully extended to the EMEA and Asia Pacific divisions.
• Attributes of the model included:
• Initiation of implementation projects with clients
• Creation, tracking and management of implementation delivery plans, resources, budgets, schedules, and quality
• Identification, monitoring, and mitigation of project risks
• Management of multiple levels of engagement and communication channels across both client and internal environments.

Confidential, Boston, Massachusetts

Contracted Agile Project Manager

Responsibilities:

• Recruited to support Confidential Corporation’s Project Management Office during an enterprise-wide initiative to secure more than $750M in recurring cost savings by maximizing IT functionality and eliminating workforce and operational waste.
• Managed a variety of distinct improvement projects, conducting technical needs assessments and writing detailed business requirements, project budgets, and schedules.
• Communicated with senior leaders to prioritize/troubleshoot ongoing projects.