SUMMARY

• Technical Project Manager with experience leading enterprise level projects: Windows NTFS Data Migration, Windows OS Upgrades, Software/Hardware Upgrades, software implementations, Network Penetration Testing, and many IT Assessment Projects (3rd Party Vendor Access Rights, Trading Platform Application Controls Review, Cybersecurity Insurance Assessment)
• Experienced managing multiple IT projects including: developing all PMO artifacts, procuring, managing, and training technical resources (Storage Engineers, L1 OPS, Production Engineering, and 3rd party vendors), following change management processes, solutioning and tool development, budgeting, and staffing
• Experience regularly meeting with C Level management and ‘selling’ project solutions to obtain resources and support, experience gathering project related data and building analytics for decision making and forecasting, providing end - to-end process improvement, and in identifying and managing the development of project related tools as required
• Experienced in developing and managing business critical applications and providing production priority; in performing risk analysis, generating KPI’s and performance metrics, and analyzing processes. Experienced in project procurement, analyzing “in-place” and “as-is” materials and technical requirements, developing quotes and presenting to senior management
• Extensive experience in multiple industries (Financial Services, Healthcare, IT Service Consulting, Utilities, Electronic Design, and Data Storage)
• Masters of Business Administration (MBA); Bachelor’s Degree in Organizational Psychology;
• ITIL Foundations Certification 2017, ISO Auditor Certification; Six Sigma Yellow Belt Certification
• Highly proficient with all Microsoft Office Products: Excel, Word, Access, PowerPoint, Project and Visio

PROFESSIONAL EXPERIENCE

Confidential, San Francisco, CA

Technical PM

Responsibilities:

• Successfully led Cloud Access Security project. Including vendor negotiation, planning, software implementation, scope management, budgeting, and closure. Completed on time and under budget.
• Successful lead SOC 1 Readiness Assessment to closure. After the project had fallen behind, I came in and by working with FRB staff and 3rd party vendor staff (Grant Thornton), brought the project to an efficient close.
• Successfully managed a 1.5M Unstructured Data project. Managed a team of 5 onsite contract resources as well as overseas data migration resources. Project activities included active directory clean up, securing unsecure network fileshare locations, and migrating departmental data to organized and secure network locations. Project completed on time and under budget.

Confidential, San Francisco, CA

IS IDM Project Team Lead

Responsibilities:

• Conducted executive level project introduction meetings. Purpose of meeting was to gain project buy-in by communicating corporate vision, IDM philosophy, and enterprise benefits (immediate/future). During meeting department specific concerns were vetted out and operational business partners assigned.
• Presented power point decks and spreadsheets to various levels of banking management to share analytical findings, identify segregation of duty issues, and make recommendations regarding departmental roles.
• Led and worked with project team to meet multiple project related requirements. This includes: working with team members to understand and prioritize their workload; facilitate technical discussions; create action plans to move project forward and provided technical guidance and recommendations.
• Lead data improvement initiative to simplify AD Group data collection and analysis. A complex data format had created a bottleneck for the entire project. By pushing for a more simplified data format, creating a standardized analytics model, and providing technical training, the bottleneck was eliminated.
• Created an AD Group Knowledge Base (via MS Access 2010) used by the entire RBAC team to reduce the learning curve associated with understanding usage and relevance of every FRB AD Group.
• Ability to build relationships and work collaboratively as a team member with outside divisions and departments.

Confidential, San Francisco, CA

Technical Project Manager

Responsibilities:

• Managed software remediation/upgrade projects (managed vendor calls, logistics, and CPMC staff). Conducted detailed requirements to develop customized, specialized, and specific customer/client databases and tools/applications for compatibility, alignment, and efficiency
• Interfaced with business and development teams to transfer knowledge, documentation, and materials, provided initial support of requests, identified root cause problems with requirements, and translated business needs into clear, concise, and accurate requirements
• Prioritized and managed multiple projects simultaneously, working with Project Management, engineers, technicians, business development, and driving cross-functional collaboration.
• Developed and managed business critical application packaging process for West Bay Region and set packaging queue production priority; performing risk analysis, performance & metrics generation, and process analysis
• Developed custom tool to identify compatible applications, 'future state' applications, and deployment work orders.
• Responsible for project hardware procurement. Analyzed all in-place hardware (desktops and laptops) and based upon technical requirements, developed quotes (desktops, large laptops, small laptops, docking stations, monitors, locks etc.) and presented to senior management (and purchased).
• Developed deployment (upgrade) plan for 8,500 Sutter XP Machines. The plan consisted of zero touch and light touch upgrades based upon hardware type, application compatibility, and number of manual application installs required.
• Interviewed/hired technical staff, lead daily production meetings, provided daily leadership regarding field deployment issues (technical and policy related), created and disseminated strategic communications to field technicians, and supervised core administrative staff.
• Conducted deployment process analysis and implemented improvements. Provided operational guidance to deployment technicians and provided leadership for critical Field Services issues.

Confidential, Santa Clara, CA

Business Analyst/ Professional Services Consultant

Responsibilities:

• Configured, tested, & documented Apptio dashboards, reports and underlying data models to meet functional design and specifications.
• Provided extensive pre go-live reporting QA/auditing (design, layout, configuration, and data integrity).
• Ability to quickly comprehend complex spreadsheets/data in order to streamline the underlying processes.
• Published ‘IT Charge Back - Now is the Time ’ and ‘Leveraging TBM for Lean IT’ white papers.

Confidential, South San Francisco, CA

IT Project Manager/ Business Analyst

Responsibilities:

• Successfully managed Windows 7 Application Compatibility Testing for business critical Enterprise applications
• Provided project mgmt. for all phases of Windows 7 compatibility testing (business requirements gathering, application identification, pre-testing, remediation, packaging, UAT, and sign off)
• Managed asset retrieval (scheduling, desk side assistance, pick up logistics) of larger Win7 migration project
• Provided technical guidance for compatibility testing: VM Administration, Active Directory, and laptop imaging
• Project Team Windows 7 Expert (created presentations on new features and enterprise advantages to OS upgrade)

Confidential, San Mateo, CA

Software Deployment Engineer

Responsibilities:

• Built MDM Software system: deployed software and patches, installed Hawk and Tomcat services, loaded reference data, performed manual configurations (Siebel), and installed Tibco services, and performed functional testing
• Unix navigation and system administration on multiple platforms including Windows, AIX, RedHat, and Solaris (in stage, test, and production environments)
• Installation of the EnergyIP platform to both internal and external customers, including Siebel, Tibco, IIS Server, Jakarta - Tomcat in a Unix environment.
• Team lead for EIP 6.1 software release technical support documentation

Confidential, San Jose, CA

Project Manager/Software Implementation

Responsibilities:

• Full PM responsibilities including gathering business requirements, development of BRD document, creation of project plan, quality and risk analysis
• Provided end to end software configuration including: rule writing, formula creation, territory assignment, rate tables, data import and plan creation in Xactly sales comp software
• Experience in problem solving and debugging in an enterprise software environment
• Worked directly with onsite customers on project plan development, milestone signoffs, UAT testing, go live, and hand off.
• Proven ability to achieve project goals in an environment of fluid product specifications and strict timelines.

Confidential, San Rafael, CA

Business Analyst/ Project Manager

Responsibilities:

• Member Callidus 5x software (DB Recovery) team responsible for project schedule (using MS Project), identification of required resources, coordination with 3rd party vendors, and liaison between IT and Engineering departments. Met regularly to conduct risk assessment.
• Team lead responsible for sales commission data recreation. Managed Sales Finance staff of 5 in data delivery effort, QA, database configuration, and pipeline runs
• Performed UAT validation for Callidus 5x System and BO Reporting Environments
• Responsible for all Callidus 5x manual data uploads, bulk loaders, pipeline scheduling and runs, and around the clock monitoring
• Managed GCO ARs (IT tickets) including submission, tracking, resolution management and working with NOC to Resolve Mission Critical Issues

Confidential, Cupertino, CA

Business Systems Analyst/ Sales Commission Analyst

Responsibilities:

• Callidus systems analyst responsible for NE and Western US (Education)
• Member of Callidus Implementation/Upgrade team responsible for start-from-scratch territory setup, plan creation, loading of reference data, rate table and matrix development, etc.
• Developed automated FY07 Leave-of-Absence administration model (Excel)
• Compensation Administration, Data Mining, & Process Improvement
• Revenue and Compensation Auditing/Troubleshooting
• Led compensation briefings to Sales Staff at Apple Exec Briefing Center