SUMMARY

An experienced professional focusing on program and project management, software development and implementation, PMO development, Agile practices, change and risk management, and product development. Experience includes working with top - tier organizations in financial services/banking, IT, telecommunications, Air Freight/Logistics, healthcare, and airlines.

• Responsible for developing solid client relationships and serving as point of contact to clients to analyze project requirements, enable client success, and serving as the voice of the client to internal teams, all while managing day-to-day business and technical needs
• Experienced in multiple project management methodologies and tools, and transitioning projects from RUP and waterfall methodologies to Agile
• PMO program manager responsible for reporting to and building collaborative relationships with key technical and business partners and the integrated planning of key strategic programs and overall portfolio management
• Delivered projects on time and on budget by adhering to structured project governance frameworks, defining relationships, and driving project management teams and processes
• Responsible for planning across programs and managing key milestones and interdependencies
• Developed project cost estimations and managed all aspects of project/program budget that included project forecasting and actuals and managing all financials within small variances and reporting accordingly
• Provided stakeholders insight and direction on key issues, risks, potential resolutions, scope and change management
• Responsible for building and maintaining all aspects of relationship management by communicating program/project progress, issues, and status to stakeholders, seeking their input on respective efforts, and driving resolution and delivery
• Managed program to implement a Loan Origination System for Confidential Bank. Also, while at Schwab, managed large-scale, complex programs and projects that delivered improved business operations/processes and performance. Projects involved multiple internal and external constituents and partners. Some projects impacted thousands of internal users and projects with customer facing applications/tools impacted millions of customers/users

TECHNICAL SKILLS

• MS Office, Clarity, Rally, JIRA, Planview, Team Foundation Server (TFS), and XPlanner Sprint Management Tool, ERP Software (PeopleSoft), FileNet P8 4.0 (ECM), Envision Clarity Compliance, Cognos 8.3 Upgrade, Data Warehouse Implementation of Source Systems, Mobius Workflow and Image Manager, Various Proprietary/Internal Applications.

PROFESSIONAL EXPERIENCE

Contract for Confidential - Phoenix, Arizona

Client Company - Confidential

Senior Project Manager

Responsibilities:

• Managed the Refunds Revenue Accounting Systems redesign and rewrite project that included directing all activities related to assessing business requirements and translating into technical requirements, creating the architectural framework, developing the estimations, roadmap and implementation plan, resource planning, and status reporting to stakeholders and management leadership. Worked with the business to define and deliver key business features that included, automating foreign currency refunds, automating the processing of fraud related refunds, improving the processing of refund policy exceptions, and improving the customer experience for refund requests.
• Simultaneously managed 10 -20 enhancement and maintenance projects and direct all aspects of definition of scope/objectives, development of plan and schedule, resource planning, status reporting, and implementation.
• Managed and coordinated enterprise projects in IT Financial Systems that involve team members across various business and IT groups, vendors, external agencies and partners.
• Leading and directing project team to transition from standard waterfall practices and incorporating and running project activities in Agile/Scrum.

Contract for Confidential - Phoenix, Arizona

Client Company - Confidential

Senior Program/Project Manager

Responsibilities:

• Managed the Security and Compliance program for the Security Application work stream. Focusing on areas of data security, identity and access management and application security.
• Directed the project teams to define the approach, deliverables, schedule, budget, resources and tools to manage security application remediation and vulnerabilities assessment and mitigation.
• Managed IRIS Security Application Replatform project to identify the most appropriate solution for Confidential to use for investigative management and case management by reviewing solution options including vendor options and in-house build. Developed a plan for the business for current and future state needs supporting law enforcement requests/investigations as well as proactive and internal investigations, and that allows integration and access of cross functional partners.
• Coordinated all activities of the project team and partnered with the Technical lead to plan and execute technical aspects of the project, including design, coding/configuration, data conversion, testing/QA and deployment of systems and related integration and reporting process.

Contract for Confidential - Phoenix, Arizona

Client Company - Confidential

Senior Program/Project Manager

Responsibilities:

• Managed a true end to end project adhering to strict SDLC guidelines for the complaints and compliance program with a budget over approximately $11 million. The project included several business groups and encompassed approximately 42 different technology teams across the enterprise. The project was exceptionally complex and high profile due to its strategic importance to the business.
• Directing activities and meeting with stakeholders, business PMs, business sponsors and VP’s to provide strategy updates and ensure relationship management.
• Monitored business and technical program schedules to effectively manage internal and external project dependencies and impacts.
• Responsible for employing risk and change management procedures and comprehensive status reporting.

Confidential - Denver, Colorado

Senior Manager - Project Services

Responsibilities:

• Directed large-scale, complex programs and projects often involving multiple internal and external constituents and partners.
• Directly manage all aspects of the project life cycle and oversee all phases of a project by validating financial forecasts, cost assumptions, and provide on-going reconciliation of resources and other expenditures.
• Responsible for improving and managing Project Services processes and practices.
• Managed enterprise project managers in defining, planning, and delivering program strategic initiatives; including business, operational, and information technology deliverables. Ensure end results are of the highest quality with a clearly articulated scope and quantifiable business benefits.
• Transitioned projects from RUP and waterfall methodologies to Agile; including two large projects delivering the business client facing products providing electronic paperless delivery and a proposal report and user interface. Directed project teams in implementing Agile practices and working within the enterprise framework. On the proposal report/user interface project we ran two scrum teams simultaneously for a portion of the release cycle. This project had a budget of approximately $1.5 million.
• Responsible for supporting the project portfolio with benchmarking, analysis and reporting, and designing and implementing improvements.

Contracts for Confidential - Denver, Colorado

Client Company:

Confidential Group

Confidential & Co.

Confidential Communications

Confidential

Senior Program/Project Manager

Responsibilities:

• Managed the timelines, scope and delivery of interdependent projects. Managed multiple key data ingestion projects for the mapping, paid content, and core data programs, along with product and service delivery projects. Mentored project team, stakeholders, and SMEs in RUP, Agile, and project management processes.
• At Confidential managed the AmeriHealth project that involved configuring and developing the interfaces for AmeriHealth to use the Facets system for their claims processing, billing, care management and network management. Worked with business partners to define business needs and enhance operational efficiencies. Responsibilities also included resource planning and implementation estimation.
• At Confidential managed $4 million regulatory program to ensure compliance with SEC requirements involving the content and delivery of financial information to clients and advisor management firms. Responsible for leading technical teams on multiple projects and working with the business to deliver IT applications, platforms, and business solutions to meet the regulatory requirements.
• Managed project managers and technical teams on developing and deploying a web-site enhancement and financial news and investing insights program for Confidential . Worked directly with business partners on issue resolution, change management and providing program direction.
• Managed program to implement a Loan Origination System for Confidential Bank that consisted of implementing the Pledged Asset Loan system as a new service that would be consumed by the Schwab Banking Credit Path application for customers that seek loans from Confidential by pledging brokerage securities as collateral. Engaged with the business to deliver this service as it assisted loan processors to get details on applicants from existing Schwab systems.
• Lead IT project manager responsible for driving and delivering a joint venture program between Confidential and a major regional wireless provider which included a PeopleSoft implementation for the new organization. Worked with development teams from design through testing and delivery, led the creation of deliverable schedules and estimates.

Confidential, Denver, Colorado

Program Manager/Senior Project Manager

Responsibilities:

• Oversaw and directing program and project plans, development of business requirements, development of program and project charter (detailing scope, risk, time/schedule and cost), technical design and development, and implementation and documentation for applications within projects.
• As Program Manager for the Business Intelligence - Data Warehouse program worked closely with business and technical VPs, business sponsors, business subject matter experts/SMEs and information management to manage the overall delivery of the program across multiple projects. On an annual basis the program consisted of approximately 10,000 hours of technical effort with a spend of $1.2 million.
• Managed an Agile project team in the development of a Reporting Operational Data Store (ODS). Responsible for implementing and managing the Scrum framework.
• Project Manager for the implementation of the FileNet P8 4.0 business imaging and workflow system. The project consisted of approximately 35,000 hours of technical effort and a budget of $7 million, the project impacted several hundred business users.
• Responsible for managing IT vendor relationships and ensuring performance adhered to defined SLAs and/or SOW.