TECHNICAL SKILLS:

Technical Proficiency: MS Office (Advanced User): Word, Excel, Access, PowerPoint, Project, Visio; QuickBooks, Niku Clarity, LexusNexus® Accurint for Collections, Meditrack for Sleep Solutions, Salesforce™

PROFESSIONAL EXPERIENCE:

Confidential, Chicago, IL

PROJECT MANAGER

Responsibilities:

• Created project plan for proprietary medical device from R&D to product launch.Reported to EVP of Business Innovations.
• Fulfilled the project duties of initiating, planning, executing, closing, monitoring and controlling assigned project.
• This included, but was not limited to, defining and controlling the scope, developing risks analysis process and issues, creating and updating schedules, reporting status, forecasting and monitoring project financials, maintaining the project management system, integrating vendor activities and adhering to development methodologies and governance.
• Responsible for project plan development of all aspects of the project from original concept through final implementation.
• Utilized the PM phases of initiate, plan, execute, control, and close to structure the project.
• Created risk assessment methodology along with identifying key team members for assignment to risk team.

PROJECT COORDINATOR

Confidential

Responsibilities:

• Reported to EVP of Business Innovations.
• Development and updating of Project Plan.
• Integration with Master Research and Development Project Plan as well as two sub - plans.
• Continuous updating of integrated master project plan for a domestic and international team of 16 members
• Ad hoc reporting as needed.

PROJECT MANGER

Confidential

Responsibilities:

• Managed a successful, on-time deployment of MS CRM Dynamics 2013, for Sales Representatives, Sales Associates & Regional Directors.
• Led 6 cross functional team members for an accelerated deployment of the CRM application accessible in the field via Surface Pro 2 tablet and IPhone CWR Mobile app.
• Deployment of CRM for 115 users, inclusive of users in support areas: Logistics, Customers Service, and Regulatory
• Project budget >$500,000.
• Development and updating of project plan.
• Led daily stand-up status meetings attended by team members and representatives from business units.
• Responsible for daily and weekly status reports.
• Risk Management development and reporting,
• Development of overall training requirements for both pre and post deployment.
• Liaison for all third party vendors for both technical and licensing issues: CWR & Scribe.
• Monthly status presentations to Executive Team: President, Chief of Sales & Marketing, COO, VP of IT.
• Phase II development and approval for extending application usage to other business units.
• Implementing improvements not in original application design development.

Confidential, Nashville, TN / Los Angeles, CA

TRUST ADMINISTRATOR

Responsibilities:

• Responsible for the full accounting for receipt of trust income and payment of trust expenses by the Confidential .
• Assist the Confidential in the computation of the required distribution to the beneficiaries of the trust.
• Account for allocation of trust earnings and expenses to principal and income in accordance with the trust and applicable governing law.
• Prepare and provide necessary monthly statements and annual accounts.
• Prepare and provide tax forms related to the trust.
• Filing necessary tax returns for Confidential, both Federal and State for California and Tennessee.
• Investment advisor on trust investments.
• Assisted with real estate valuation and sale of estate property.
• Assisted with sale of remaining assets of estate prior to cross country move.
• Monthly monitoring of all investment portfolios and reporting.

Confidential, Baltimore, MD

CONSULTANT / SENIOR PROJECT MANAGER

Responsibilities:

• Reported to Vice President of Operations.
• Responsible for process improvements targeting operational inefficiencies to increase inventory recovery rates through design and implementation of operating procedures for inventory control, bio-medical device refurbishment and distribution processes for U.S. operations.
• Development of project plan for collection of aged inventory from 2003 onward.
• Implemented plan for collection of outstanding inventory using direct phone contact and collection letters.
• Phase I process improvement redesign for durable medical equipment inventory tracking and collection processes.
• Over $600,000 in aged inventory collected through design and implementation of new process for previously written-off inventory.
• Phase II, additional implementation of refined process redesigns resulted in an on-target goal for 2010 of <1.3% device inventory loss rate.
• Number for individual units shipped for 2010, was 28,064.
• Continuous inventory process improvements achieved reduction target for 2011 goal of <1% loss rate of device inventory.
• Exceeded reduction of previous year’s goal of <1.3% loss rate to <1%, actual 0.78%.
• Number for individual units shipped for 2010, was 31,454.
• Developed end-user requirements for collections & inventory portion of full operational systems migration to Salesforce™ from proprietary system, Meditrack.
• Developed and designed inventory control reports for senior management; History Tracking, Lost-Return Count, Return Details, Monthly Aged / Lost.
• Research, recommendation and implementation of appropriate collections & inventory database.
• Development of training methodology and roll-out of collections database to patient care representatives.
• Conducts on-going training on collections & inventory database to operations staff.
• Weekly project status and inventory control reporting to senior management.

Confidential, Denver, CO

SENIOR CONSULTANT

Responsibilities:

• Coordinated, scheduled and tracked progress of projects on a daily basis, 300 plus projects with rolling implementation dates.
• Oversaw and mitigated risk and issues per individual institutions for all projects.
• Ensured completion of all tasks per project plan for all projects.
• Consulted on the gathering of unique requirements based on client s internal infrastructure, a full third of all projects required customization.
• Lead PM on application software projects as required for customization.
• Led daily scrum stand up meetings for updates on previous day s accomplishment, planned accomplishments for today and any foreseen obstacles to ensure project was on track.
• QA on all new customized software requirements prior to implementation for projects.
• Updated project plans on daily basis to completion for all projects.
• Reported on progress for daily and weekly reporting to senior management for all projects.

Confidential, Southfield, MA

SPECIAL PROJECTS/ASSISTANT TO CHAIRMEN & CEO

Responsibilities:

• Oversaw the planning, coordination and implementation of special projects to assist in raising investments from outside investors for new foreign currency hedge fund.
• Developed and maintained client database, as well as database of information researched and gathered from Center for International Securities and Derivatives Markets at Confidential . *
• Requirements gathering and analysis of internal trading systems for inefficiencies.
• Back office trade clearing and settlement support.