SUMMARY

• Inspiring courageous charismatic leader with over 15 years of extensive experience driving change and creating efficiency within both business and technology. Interested in the opportunity to lead, shape, and deliver mindful creative solutions with a focus on the customer while mentoring the team and communicating effectively with all levels of leadership.
• Senior level leader - inspiring large teams and supporting C level executives to influence, change, and deliver outcomes
• Strong business core competencies - experienced in both technology innovation, strategy, and finance
• Strategic consulting - partnering across organizations within matrixed organization, Big 5 consulting, and state government agencies
• Program Management expertise - ability to assess difficult situations, build teams, evaluate issues, establish mitigation plans and execution
• Continuous Improvement Focus - process improvements, identifying business gaps and developing process improvements
• Agile/Scrum Experience - utilizing minimum viable product, ensuring delivery in the least amount of time with an eye on cost avoidance
• Team Mentoring - influencing, coaching, and motivating others to increase talent and career advancement
• Resource Management - aligning tasks with appropriate capabilities

PROFESSIONAL EXPERIENCE

Confidential, Hartford, CT

SENIOR IT PROJECT MANAGER

Responsibilities:

• Clients include: Advisor Group and United Technologies Corporation
• Partnered with Chief Accounting Officer (CAO) on critical projects
• Management of both external vendor and internal IT and business teams
• Lead and organized global business utilization improvements and major releases for Salesforce.com

Confidential, Windsor, CT

BUSINESS PORTFOLIO MANAGER

Responsibilities:

• Provided governance, tracking, and support for digital portfolio of projects within a 3-year strategic plan
• Worked directly with Chief Digital Officer to develop a new digital organization and way of working through analysis and execution of program goals, communication, and deliverables
• Key partnership role with McKinsey on development of the Digital Playbook, a detailed process that accompanies Agile delivery methodology
• Responsible for financials for Digital Customer Solutions ($96M) and Digital Direct to Consumer Program ($12M) including reviews with Program leadership, allocation of general ledger actuals, accruals, and financial wellness analyses
• Developed materials for senior leadership meetings including Operating Committee, Executive Committee, and Board of Directors
• Key business representative on Root Cause Problem Solving (RCPS) initiative with IT for CA PPM Tool Clarity Cash v GAAP decision and system set up as well as Project Financial Model (PFM) redesign and usage
• Responsible for SharePoint administration and CA PPM reporting

Independent Consultant

SENIOR IT PROGRAM MANAGER/DIRECTOR and ACCOUNT MANAGER

Responsibilities:

• Primary point of contact and project leader for the end client within the State Government Secretary of State’s offices in Connecticut, New Hampshire, and Vermont to create new mobile ready election management and campaign finance systems compliant with all regulations
• Direct external Fortune 100 client contact (Walmart, CVS Pharmacy, and McDonald’s) ($500k budget)
• Managed 20 FTE’s (internal and contract) for development, test, analyst, trainer, and architecture teams
• Delivered targeted insights to marketing and sales for cross-sell opportunities
• Worked directly with the CIO and Global IT Director on the IT Infrastructure program portfolio
• Built a new Agile team in Manila, Philippines and transitioned responsibilities offshore
• Brought in to resolve issues with off schedule and provide leadership to bring the program back in schedule and deliver within the committed timelines for Compensation, Agency, and Policy Issuance Systems (Budget $2M) due to merger and acquisition activity
• Established cadence and standards for project progress reviews, project accounting, billing, and GAP
• Point of contact for downtime reporting and Coordination of the Monthly Release
• Led management meetings including Steering Committee meetings attended at the Senior VP level
• Responsible for all aspects of project level quality assurance including planning and execution plans, and senior level communications
• Successfully implemented customized client healthcare data marts

Confidential, Hartford, CT

ASSISTANT DIRECTOR MANAGER

Responsibilities:

• Defined, categorized, built, and rolled out all Project and Change Management artifacts for the Finance Transformation PMO (Budget $500K)
• Artifacts included Senior Management metrics, scorecards, and reporting, internal reporting, templates for all phases of the project including artifacts specific to both business process and IT projects
• Developed Roll-out strategy and implemented Microsoft Project Server 2010
• Developed rounding policy for external facing systems to ensure publicly reported financials tied upon roll up. Initiative was required by the President of the company due to audited financial roll up discrepancies
• Pioneered establishment of systems and methodologies to enable connection between Project Income and Expense systems (Budget $850k)
• Designed and implemented weekly and bi-monthly reporting metrics for the initiative

ASSISTANT DIRECTOR BUSINESS CONSULTANT

Account Management

Responsibilities:

• Completed quantification of profitability of new service offerings working directly with the President
• Managed leadership engagement as the business representative on cross functional Finance Legal and Corporate Compliance team to quantify and solve issues regarding Texas State tax. Responsible for successfully reducing liability by $4M (60%)
• Development of the Account Management Operating Report through creation of an Access database of account “meta-data” to store information not captured in the company’s systems, but necessary for reporting

Confidential, Hartford, CT

SENIOR PROJECT MANAGER

Responsibilities:

• Created reports for Senior Management, Field Leadership, and Home Office Staff (Budget $400k)
• Quarterly and monthly results increased productivity between 5% - 15% across the board countrywide
• Implemented new Operating reports and metrics that enabled productivity and was selected to extend to all of Business Insurance
• Designed data accessibility tools saving 50 employee hours per month ($20k cost savings/yr)
• Utilized business studies to formulate a quantifiable way for the business to function as a proactive organization
• Trained peer project managers and Commercial Insurance leadership on Operating Report principals, organization, and methodology