TECHNICAL SKILLS:

• Agile
• Waterfall
• Scrum
• ITIL
• SDLC
• Digital
• Infrastructure
• MS Project
• Clarity
• Primavera
• M&A
• Financial Services
• Healthcare
• Vendor Mgmt.
• Off - shore

EXPERIENCE:

Confidential, Pittsburgh, PA

Senior Program Manager

Responsibilities:

• Directly responsible for the program leadership resulting in the successful closing of a complex $54B Confidential affiliate divesture and integration initiative.
• Effectively managed team and deliverables through conflicting priorities, scope changes, resource challenges, organization, process and management changes and unrealistic timeframes.
• Used effective situational leadership, prioritization, preparation and a tireless work ethic to manage business and technical workstreams spanning Legal, Risk, Compliance, Trading, Operations, Marketing, Technology, HR, Finance and Supply Chain.
• Main point of contact for executive sponsors, workstream leads, business and technical staff, team members and multiple vendor partners.
• Defined scope, vision, workstream structure, program governance and success metrics.
• Led recurring status calls with workstream leadership and executive steering committee.
• Authored critical Implementation Readiness Playbook
• Led major deliverables and work sets such as requirements gathering, project and budget planning, testing, risk assessments, change management and implementation readiness.
• Supported multiple project managers, workstream leads and LOB executives.
• Successfully delivered the initial implementation project ($7M) for Confidential Investments Digital “Robo” Advisor product for the Mass Market client base.
• Played an integral “hands on” role and was directly responsible for overall program management and oversight of 10 workstreams including Marketing, Digital & Investment Product, Technology, Investor Services, Training/Communication, Legal, Risk, Compliance, Operations and vendors (Fidelity, eMoney & Geode)
• Ran numerous Ad-Hoc mtgs on topics ranging from contracts to system testing.
• Maintained critical project artifacts such as our SharePoint site, Integrated Project Plan, Committee Approvals and Risk and Issue documentation
• Produced numerous status reports, project scorecards and PPT presentations
• Successfully led a project that returned 12b-1 and/or trailer fees for accounts that held off platform Investor A, C and Service Share Classes
• Successfully led multiple workstreams (Finance & Legal, Risk & Compliance) for AMG expansion project into new markets

Confidential

Senior Project Manager

Responsibilities:

• Led an Ishikawa/Fishbone exercise across department identifying Root Causes pertaining to not being able to deliver projects on time and on budget.
• Successfully managed multiple SEC Reporting application migrations over to a new datacenter’s development platform. Scope of program included defining current and future states, building out of multiple (dev, test, qa, prod) physical and virtual environments, coordinating application installs and configurations and a variety of other integration testing, failover and migration activities.
• Successfully managed the re-platforming of several Oracle Financials direct sources from an Exadata platform to a Teradata platform
• Established a solid, scalable and repeatable release project management process for the mission critical SEC Reporting Applications using both Agile and Waterfall techniques and best practices.
• Successful managed several SEC Reporting releases for the IBM Cognos TM1 and CDM applications meeting all On Time and On Budget metrics
• Authored and delivered an Agile/Scrum training to over 200 project managers and business analysts
• Took a "concierge" and “hands on” approach in establishing multiple relationships across several Finance lines of businesses as well as within MIS for all projects that I managed. Even though I was in a distributed environment, took the extra steps to meet people face to face as I truly feel that you should never underestimate the value and importance of human connection.
• Combined solid situational leadership with a collaborative and communicative style to gain the trust of a wide range of sponsors and stakeholders.
• Built and maintained project artifacts including project plans, risk and issues logs, budgets, status reports, meeting agendas and minutes.
• Mentored junior colleagues in a variety of project management, leadership and communication skills techniques and best practices.
• Consistently looked for opportunities to recognize key project contributors and provided several with Spot Light awards for their individual contributors.

Confidential, Pittsburgh, PA

Strategic Operations Program Manager

Responsibilities:

• As program manager, led multi-million dollar program merger activities (all phases from Opportunity through Proposal and through Delivery) for all back office areas including Claims, Enrollment, Billing, Informatics, Product Setup & Benefit Coding, Customer Service, Client & Group Setup.
• Provided effective, situational and autonomous leadership to a team of project manager professionals supporting a variety of merger, business and technical activities.
• Continually built relationships by providing a concierge approach to sponsors, customers, stakeholders and team members.
• Accountable to business and technical leadership for determining scope, budget and schedules.
• Established critical relationships through constant collaboration with clients, other program managers, business directors, platform leads and IT partners.
• Provided a governing role for ensuring that the proposal, execution, control, deployment, training and hand off, transition support, and closure meet the approved scope, cost, schedule and quality goals and objectives.
• Enhanced team communication by establishing daily SCRUM type meetings, weekly program meeting and bi-weekly check points with all business/functional leaders.
• Established program wide RAID process to effectively manage Risks, Actions Items, Decisions, Lessons Learned and Assumptions.
• Met regularly with direct reports to review project, performance, morale and personnel issues

Confidential, Waynesburg, PA

Senior Program Manager

Responsibilities:

• Directly responsible for the overall PMO (project and program management) function across the entire firm.
• Successfully managed the entire project lifecycle for the development and deployment of a Laboratory Information Systems (LIMS) to a variety of internal Confidential laboratories.
• Supervised a team of professionals that provide project and program management, business analysis, testing and training for multi-million dollar Big Data and Laboratory Information Systems (LIMS) projects for a diverse set of clients ranging from Department of Defense (Air Force) to scientific, materials and forensic laboratories.
• Successfully stood up management dashboard consisting of KPIs (risk, schedule, cost, schedule) and automated link to detailed status report
• Enhanced team communication by establishing daily standup meetings for each project driven off a Jira planning board
• Developed an automated tool for forecasting resource demand and capacity
• Stood up a Key Milestone Report to provide management with increased visibility into enterprise project and program portfolio projects
• Developed a communication plan template to be used in all projects
• Quickly developed key stakeholder relationships within RJ Lee as well as with external clients.
• Built out a set of project management tools (release plan summary, burn down charts, velocity reports, implementation plan) within Atlassian tools Confluence and Jira

Confidential, South Park, PA

Application Manager & Project Manager, PMP, ScrumMaster

Responsibilities:

• Directly responsible for the management of multiple Enterprise, Legacy and SharePoint business and development teams in their development, deployment, operations and maintenance of mission critical information systems for the Federal Government’s DOE National Energy Testing Laboratories (NETL).
• Coordinated and supervised daily activities related to the requirements gathering, design, development and implementation of new information systems and direct maintenance, support, and upgrade of existing systems and applications.
• Directly managed and monitored resource allocations along with productivity levels of a 10 team members including Team Leads, .NET and C# developers, Business Analysts, Project Manager, QA analyst and Tech Writer.
• Assisted in developing financial plans and annual budgets for Federal Government’s National Energy Testing Laboratories (NETL).
• Met regularly with direct reports to review project, performance, morale and personnel issues.
• Coached and developed direct reports and supported them in their career and personal development.
• Single point of contact for the project management resulting in the successful implementation, configuration and delivery of Oracle’s Exadata rack solution to multiple NETL datacenters.
• Successfully completed CMMI practitioner certification
• Authored weekly, monthly and semi-annual Metric and Dashboard reporting to meet strict contractual requirements

Confidential, Pittsburgh, PA

Senior Program & Project Manager, PMP, ScrumMaster

Responsibilities:

• Single point of contact for the project management and delivery of enhancements projects and releases of the WESNET (Supply Chain Management System) which is distributed across over 400 branches and distribution centers worldwide.
• Matrix managed numerous sponsors, users, product owners, application architects, developers, system administrators and quality assurance analysts with each project.
• Served as the Program Manager, Project Manager or Scrum Master for a series of Financial, Operational, Pricing, Security & Infrastructure projects. For each of these projects, directly responsible for leading all phases of WESCO’s established IT project management and system development life cycles.
• Skilled in SCRUM planning sessions, Sprints and daily Scrum meetings. Also responsible for creating and maintaining Burn down Charts, Product and Sprint Backlogs.
• Successfully managed a CollabNet TeamForge 5.4 upgrade project that delivered an integrated suite of web-based development and collaboration tools for project management, software development along with centralizing management of users, projects, reporting dashboards, processes and IT assets.
• Member of project management tactical team which is responsible for the ongoing development of tools, processes and training necessary to enhance and continuously review the firm’s IT Portfolio, Program and Project Management practices.

Confidential, Pittsburgh, PA

Senior Project Manager & PMO Lead

Responsibilities:

• PMO Lead & single point of contact for the management of all IT infrastructure projects for $9 million annual revenue generating national & international account (HJ Heinz).
• Developed project portfolio and dashboard reporting
• Matrix managed numerous On and Off shore technical resources with each project.
• Used Share Point, Project Server, HP Service Center and ITIL tools to effectively manage project scope, schedule, team communication, configuration management & management reporting
• Responsible for all Windows (Physical & Virtual), UNIX, Linux & AS400 server build and maintenance projects.
• Developed automated server build specification form that has been implemented by client.
• Successfully managing the migration of a Latin American datacenter to a US datacenter. Includes migration of all AS400 and Wintel processing environments.
• Successfully managed a SAP hardware refresh project that includes installation of multiple HP Chassis and blades running both HPUX, ESX & Linux operating systems spanning multiple datacenters.
• Successfully managed SAN migration project spanning numerous applications and server environments.
• Successfully managed multiple ESX cluster environment builds.
• Successfully managed an SAP VM rebuild project spanning multiple regional datacenters.
• Successfully managed a Physical to Virtual conversion (P2V) project spanning over 100 servers across a variety of applications & environments.
• Successfully managed a SQL database standardization project across client’s entire enterprise.
• Successfully managed a 13 server refresh project which required OS & DB upgrades for mission critical application.
• Successfully managed an ESX & SAN stabilization project which involved LUN Rebalancing, Firmware Upgrades, Controller Restarts, Disk Group re-leveling and SFP replacements.

Confidential, Pittsburgh, PA

Senior Project Manager

Responsibilities:

• Successfully managed a $2 million, 3,000 hour, 15 person team (Net developers, Business Analysts, Client, Procurement, Contractors, Oracle DBA, LINUX Admins & Vendors) project responsible for the application and platform re-engineering of our firm’s primary analytical application for the daily management of core Equity assets totally over 4 billion. This application will be running Oracle 11G & OLAP on a Dell platform with a LINUX o/s. Primarily responsible for developing key project strategies and managing the scope, schedule, resource planning, requirements gathering, budget, procurement, risk analysis, testing, training, implementation and implementation.
• Successfully managed a $500,000 budget & a 12 person team (.Net developers, DBA, Windows Admin, business analysts, vendor, Traders, Portfolio Mgrs, legal procurement) during the major version upgrade project of the Charles River Investment Management System across the $50 billion Equity, Municipal Bond, Inv Grade Bond & High Yield Bond asset classes. This includes, the migration of all tiers (client, middle, db) of the application from v7.2.3.7 to v8.2.2, a migration from Oracle 9I to 10G db plus configuration and deployment of an enhanced middle tier running Windows 2008.
• Developed key project strategies for schedule, requirements gathering, scope, funding, testing, training, support and implementation.
• Successfully managed a $300,000 budget & a 10 person team (DBAs, Windows, Unix, Storage & Scheduling admins, vendor) for the HP Continental Cluster project (included Unix patches, Flat Network moves, Standby LAN, Service Guard, Continental & Metro Cluster) which impacts all HP Unix Clusters, Nodes & Packages across the entire Confidential enterprise.
• Acted as the single point of contact to plan, direct and coordinate a 43 person team of analysts, developers, dbas, system admins, users (Portfolio Mgrs & Traders), consultants in the successful $5.1 million 3rd party systems implementation and integration of the Charles River Investment Management System for the Equity, Fixed Income and Compliance departments impacting over $50 billion in assets.
• Charter member of Confidential Project Management Office tactical team which is responsible for developing the tools, processes and training necessary to develop and continuously improve the firm’s project management skills.