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It Financial Operations Manager/project Manager Resume

Philadelphia, PA


  • Results - driven business and technology integration leader with strength working across functional boundaries to build a steady bridge between business and technical teams, drive efficiency, and ensure effective business transformation.
  • Focused on continually advancing business relationships founded on trust and transparency, with the ability to effectively manage multiple and diverse programs/initiatives with tight deadlines.


Confidential, Philadelphia, PA

IT Financial Operations Manager/Project Manager


  • Proactively initiated & facilitated Enterprise wide IT Shared Services utilization/consumption data process transformation through strategic partnerships with IT service team leaders, application owners, IT finance, and executive leadership
  • Spearheaded identification and remediation of process weaknesses to drive high quality workflow for annual Global IT Administration budget presentation to the CEO
  • Member of Corporate Business Process Outsourcing (BPO) leadership team
  • Manage and lead annual NA ITS Projects budget planning and forecasting process with specific focus on driving down IT unit cost rates
  • Reverse engineer IT Services cost allocation methodologies and build formalized processes and allocation templates to improve efficiency and reduce risk for quarterly forecast and annual IT budget processes
  • Drive increasingly effective use of Apptio Technology Business Management platform as owner
  • Identified need for organizational enhancements and implemented MS SharePoint as a centralized knowledge management, planning, and task management solution
  • Manage IT finance operations team responsible for General Ledger updates, monthly and annual close, financial reporting, vendor invoice processing, audit preparation, and overall operational effectiveness


Senior Solutions Architect & Project Manager


  • Managed company standard software research, design, update, review, & government compliance project consisting of 25+ full time cross functional team members distributed across the globe
  • Led implementation and optimization of Project Management Life Cycle Processes (PMLC) and tools
  • Integral member of Performance Advisory Team partnering with the business, engagement teams, clients, SME’s, and IT to analyze and evaluate organizational assets to solve complex problems, develop recommendations to optimize the use of resources, processes, controls, and technology and then implement solutions while also ensuring regulatory and organizational compliance
  • Managing projects in areas of business process remediation, application upgrades, and new application: development, upgrades, and/or implementations
  • Drove implementation of SDLC based processes and appropriate change management for one or a combination of recommendations, technology applications, and refined processes as well as controls and resource models
  • Led various initiatives to improve overall Project Management and operational process standards for Partnership Tax Technology team
  • Worked with customers as creative solutions architect to identify business needs, design, build, and implement optimized processes and customized technology
  • Identified technology inclusion strategies to increase pool of potential users as well as ensure those who can benefit from existing applications have appropriate level of awareness
  • Implemented framework to ensure effective support of all National Tax Technology Partnership software
  • Lead large-scale formal, informal, and ad-hoc training sessions. Developed and implemented user guide and documentation standards for internal as well as external initiatives.
  • Design and implement systems and processes to reduce data touch points throughout Extract, Transform, Load (ETL) and ensure sustainability through effective implementation, documentation, change management, risk identification, accountability, and training
  • Program Management: 11 applications within 2 programs. Designed, developed, and managed tools most notably used for:
  • A leading independent manager of secondary private equity and co-Investment funds ($22 billion in assets)
  • The Asset Management arm of the largest bank in the United States
  • The world’s largest asset manager for use with Fund of Fund investment funds
  • Software Delivery Management: Highly customized tools used for the largest bank in the United States, the world's largest Asset Manager, a leading independent manager of secondary Private Equity and co-investment funds, as well as played a leadership role on projects to support several members of the top 10 largest Private Equity firms in the world

Confidential, Princeton, NJ

Senior Tax Technology Associate & Project Manager


  • Reduced department operations costs by $500,000+ per year through streamlining disparate architecture footprint and leveraging corporate shared service offerings
  • Managed off the shelf and custom enterprise level software upgrades, migration, UAT, SOx compliance testing, and implementation
  • Devised and executed plan to migrate CORPTax & TaxStream client server applications from high risk shared drive environment to Citrix farm that enabled users to access systems outside the corporate campus as well as improved performance for all users.
  • Migrated to robust Production, Staging, and Development architecture model for all Tax Provision, Tax Compliance, Document Management, and Tax Reporting systems
  • Act as key partner between Tax Technology, Tax, Finance, IT Infrastructure, IT Support, and Legal
  • Fulfilled workflow and dataflow diagram requests made by senior leadership via MS Visio
  • Completed re-engineering and implementation tax data load process required to support monthly, quarterly, and annual close processes
  • Helped develop and train tax systems teams for newly created Tyco Electronics and Covidien Healthcare companies
  • Spearheaded and managed creation of 12 seat computer based training room to provide ad-hoc access to test environments that allowed leadership to run through scenarios with their teams or train newly added team members
  • Selected by senior leadership to attend extensive offsite SAP Business Objects training

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