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Project Manager Resume

Phoenix, AZ


Experience at tier-one Brokerage/Financial services companies. Skilled in project management, fiscal analysis, strategic planning,business development, working capital management, and costcontrol. User SME; proficient in communications between end users and IT personnel.Ability to anticipate development issues and think critically in anysituation.Strong capacity for leadership and thinking outsidethebox.Expert withmacros to more effectively manage processes. Technology skills - Word, Excel, Access, Visio, and CICS.


Project Manager/Analyst Mar 2006 – Nov 2011
Confidential,Phoenix, AZ

  • Managed a call monitoring program with a $1.6 million budget
  • Assisted in developing and streamlining databases, programs, andprocesses reducing costs by $250,000 a year
  • Served as subject matter expert for division project to create a single recordsystem for all employees
  • Developed a system for quantifying and reporting customer feedback forcredit card products for senior management and frontline travel counselors
  • Created and implemented software macros to streamline card memberfeedbackprocess resulting in increased productivity
  • Records Management/Trade Analyst Jul 2005 – Mar 2006
    Confidential,Phoenix, AZ

  • Reviewed customer documents for accuracy and completeness therebyreducing duplicated paperwork from the customer
  • Assisted in processing end-of-day mutual fund trades and processing ad-hoc reports
  • Trade Surveillance Auditor Feb 2004 – Jun 2005
    Confidential,Phoenix, AZ

  • Analyzed mutual fund trades to ensure compliance with company and regulatory policies
  • Provided opinion for proper resolution of issues on customer accounts
  • Billing Services Specialist Jul 2002 – Jan 2004
    Confidential,Phoenix, AZ

  • Designed and implemented an automated process that improved department efficienciesand saved $100,000 a year
  • Provided a high level of customer service by demonstrating prompt andthorough attention to member issues and requests
  • Went back to college Nov 2001

    Project Manager/Margin Supervisor Jan 1996 – Oct2001
    Confidential,Phoenix, AZ

  • Supervised a team of 10 representatives
  • Supported numerous projects including Year 2000 software switchover project,mainframe recovery system, and web-based Departmental applications
  • Trained department representatives on new macros and system updates
  • Monitored accounts to ensure compliance with Federal regulations andin-house policies
  • Worked in team environment to accommodate large daily work volumes anddemonstrated strong organizational skills to prioritize and process detaileddata accurately and efficiently

    Master’s in Business Administration –concentration in Accounting
    Certificate in Financial Analysis

    BS Business Administration – Business Information

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