SUMMARY:

• Confidential is a program, change, strategy, and process management leader with over 18 years of managerial, analytical and technical experience in project management, enterprise transformation, strategic planning, process redesign, information architecture, systems integration and data/applications management .
• He has directed M&A and other projects in business reengineering, data warehousing, enterprise/custom systems development/deployment, customer relationship management (CRM), and document management.
• Confidential has developed, implemented, and utilized structured methodologies in combination with strong people skills to successfully lead high impact initiatives from inception through implementation.
• Led enterprise transformation initiatives resulting in increased profitability, standardized processes, organizational alignment and closed loop performance management.
• Led the development and implementation of mixed methodologies (Agile, Waterfall, RUP) allowing for on - time and on-budget completion of initiatives and utilizing both on-shore and offshore resources.
• Built and managed multiple parallel (15+) and large scale (>$25M) projects in highly matrixed environments with diverse sets of stakeholders.
• Deep structured methodology background (PMP certified)
• Thorough understanding and experience with business analysis
• Deep process and organizational optimization experience.
• Excellent communication, interpersonal, analysis, and leadership skills, with both executive management and technical staff.
• Strong understanding of technology, finance, HR, corporate governance, sales, and marketing functions

EXPERIENCE:

Confidential, Princeton, NJ

Senior Program Manager

Responsibilities:

• Responsibilities included requirements gathering, business case development, stakeholder management, delivery process development and execution and firm SDLC best practices and methodologies (both Agile and Waterfall), SDLC deliverables, team management, cross-functional coordination, project reporting and risk/issue management integrated testing, training and transition planning, regulatory compliance and cleanup, and deployment management.
• Program lead responsible for planning and overseeing the transition of technology assets associated with the move of the Abilify brand from BMS to Confidential .
• Responsible for the coordination of business requirements and development of business case around consolidation of all HCP master data into a single data warehouse.
• Responsible for the development, institution, and engagement of all marketing campaign execution processes and shared services catalogue for all Confidential brands.
• Responsible for the ideation, RFP, process design, and socialization of a shared service low cost software development factory for Confidential .
• This service reduced per hour development costs for the organization by over 50%. 
• Responsible for the delivery of multiple (20+) digital and mobility assets (websites and apps) across marketing, compliance, market access, and sales operations functions with oversight of 4 PMs
• Directly managed a variety of other critical business programs including: the establishment of a firm-wide Sunshine Act compliant Reprint portal, consolidation of all marketing infrastructure from multiple hosting providers to a single cloud based provider, the establishment of a firm-wide support MSP, and the establishment of a common HCP/HCC registration service.

Confidential, New York, NY

Consultant

Responsibilities:

• Hands on responsibility for overseeing the execution of continually evolving strategy for each portfolio company, followed by measurement of strategy success against key KPI’s and then revision. Initiatives ranging from customer facing to internal efficiency efforts with program budgets ranging $100K-$500K.
• Responsible for establishing uniform best practices, processes, and methodologies (i.e. Agile) and assisting portfolio teams in incorporating these structures into day to day operations.
• Responsible for advising holding concern on the financial position of portfolio assets as well as the evolving operational and financial needs of the assets.
• Responsible for vendor management including, sourcing, SLA’s, process synchronization, management, and production transition

Confidential, Basking Ridge, NJ

Mgr., Strategic Programs

Responsibilities:

• Managed the Strategic Programs PMO for Avaya’s services division; yearly budgets ranged between $50 - $75M.
• Managed a team of 14 portfolio managers with fiduciary responsibility over cross functional projects and budgets exceeding $20M.
• Hands-on Program Manager for mission critical Services projects including: Siebel migration and functional expansion t tablet based sales platform, the critical customer detection and optimization initiative which was intended to capture and resolve customer infrastructure proactively in order to prevent any downtime, and the ODM decoupling initiative which enabled Confidential software to be ported to non- Confidential end points.
• Responsible for portfolio prioritization based upon SWOT, financial, operational, and organizational impact assessment and alignment against goals.
• Implemented and synchronized processes between delivery organizations within the Services and cross-matrixed organizations across Avaya.
• Responsible for delivering Confidential ’10 and Confidential ’11 initiatives projected to deliver $46M in NPV to the services organization and the firm.
• Member of executive steering committee tasked with initiative assessment, approval, and oversight for all services project.
• Responsible for portfolio managers tasked with oversight and control over program delivery.

Confidential, Princeton, NJ

Principal Consultant

Responsibilities:

• Provided advisory services to medium sized battery firm to develop expansion strategy, execution plan, and structure financing to further enhance firm’s production capacity.
• Also, responsible for leading/negotiating firm’s partnering and licensing efforts abroad.
• Engaged by energy focused Confidential firm to assist in the acquisition of solar energy asset portfolios.
• Responsible for assessing financial and operation viability of 5+ solar generation portfolios (operating & in-development) in the Western United States.
• Advisor to 3 angel funded startups. Firms are in the green, ecommerce, and financial technology space respectively.
• Responsible for assisting in the development of the respective business, its strategy, and fund raising efforts.

Confidential, New York, NY

Senior Consultant

Responsibilities:

• Led multiple complex streams consisting of 40+ active resources in the divestiture of a $ 750M business unit from one of the largest insurers in the US.
• The Day 1 objectives were achieved and the program delivered on time, within budget, and the tools and best practices developed will be used for all remaining divestitures.
• Developed a 5 year expansion strategy for a large Confidential .
• Led a team of 5 remote resources in structuring and performing a full industry scan, developing entry options, and performing SWOT analysis and deployment planning.
• Worked on 10+ proposals (6+ M&A) which led to over several significant wins ($20+M for the firm)

Confidential Chicago, IL

Principal Consultant

Responsibilities:

• Project included management of 5+ multinational resources, 7+ vendors, and a study budget of $500K and resulted in the delivery of a comprehensive long term approach to firm wide records retention; the studies projections indicated a firm present value increase of $62.5M.
• Provided advisory services to Confidential to assess and refine the operational practices and cost structure of the firm.
• Engagement resulted in total present value generation of $13.75M for a $30M division of the firm.
• Additionally, also provided hands-on management for critical group initiatives; this role required the oversight and management of multiple resources across many different global regions.
• Engaged by Freerains Systems, an enterprise document management firm, to assist in the requirements analysis, product planning and design, and deployment strategy of a new government document management and archiving solution for a Chicago based firm.
• The solution was deployed as a Freedom of Information Act (FOIA) and document retention and management solution to public school systems across the nation.
• Structured and negotiated $25 M USD in mezzanine financing for Confidential, a Confidential listed oil exploration firm.
• Generated/presented financial plan, business plan, Private Placement Memorandum to institutional investors.
• Efforts led to two unique funding agreements.
• Engaged by Prudential, a Fortune 500 insurance firm, to lead a 5 person project team and conduct compliance feasibility study.
• Project objectives included business requirements capture, scenario analysis and recommendations as well as preliminary document management and storage infrastructure.
• Three month engagement utilizing technologies such as DB2, Java, MS Project

Confidential

Founder

Responsibilities:

• Developed the firms offering (definition of telecommunications solution and development of business case) and plan (financial model and financing plan, solution design, marketing and sales strategy, and operational strategy).
• Managed the development and deployment of offering and managed deployment of solution to all clients.
• Responsible for the establishment and management of sales force and the marketing organization
• Responsible for defining and proposing Ku band satellite solution for aggregation of data backhaul traffic.