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Project Manager Resume

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Pennington, NJ

RELEVANT SKILLS:

  • Integrated Client Profile
  • WMW Thompson One
  • CC Pulse Application
  • Soft Phone Application
  • Enterprise Account Opening
  • Single Client Profile
  • HP Quality Center
  • Rationale Clear Quest
  • Siebel Financial
  • SNAPS Application
  • Salesforce.com
  • MS Visio (Process Flows)
  • MS Office PowerPoint,
  • MS Excel - VLOOKUP, Pivot tables, Filters, Conditional Data cell dropdowns etc.
  • MS Access
  • Sequel Queries

EXPERIENCE:

Project Manager

Confidential, Pennington, NJ

Responsibilities:

  • Responsible for gathering and organizing business requirements for both client and market driven projects
  • Prioritize and keep an oversight of the department wide initiatives
  • Drive and participate in project design, development and implementation to meet projects expectations
  • Perform Risk mitigation to avoid delays and meet delivery dates
  • Manage User Acceptance Testing process to ensure enhancements are designed as per the specification
  • Triage and provide training as well as production support, post - implementation
  • Create monthly metrics package for Management to cover critical metrics for each of the team within department by analyzing raw data (CAHOF, Ask Merrill Trends, IPR/GPR/UST Reports etc.)

Officer, Testing & Validation Support

Confidential, Pennington, NJ

Responsibilities:

  • Analyze High Level Designs (HLD) and Business Requirement Documents (BRD’s) for assigned projects
  • Prepare Test strategy, Test Plan, Scripts and present project overviews to stakeholders and business users
  • Drove CODG’s Integrated Client Profile (ICP) UAT scheduled to replace Single Client Profile application
  • Collaborate with Business and Technology partners to determine critical defects and track the issues till full resolution
  • Roll up daily metric figures to upper management and analyze critical defects based on its urgency
  • Worked with Project Managers to create project schedules and provide task estimation

Officer, Single Client Profile (SCP) Support

Confidential, Pennington, NJ

Responsibilities:

  • Develop multi-tasking abilities and prioritization competency at a fast paced highly diverse environment supporting FA/CA account opening, maintenance, and closing
  • Responsible for customer satisfaction as part of a service function and branch partnership building
  • Ensures and enforces compliance and ML Best Practice Procedures
  • Responsible for content accuracy and concise communication
  • Exhibits strong teamwork skills by interacting and participating in other job responsibilities with peers/co-workers including service model initiatives and system tracking
  • Research information to assist internal Financial Advisors and work on projects that will enhance the firm's service model.
  • Provide service support for the system defects and process appropriate documentation
  • Documented internal triage process, policies and procedures and worked on the pilot team when product rolled out
  • Trained branch office users via WebEx sessions and through CA visit programs
  • Established the metrics reports procedure- weekly, monthly, quarterly and yearly.
  • Established Audit process to ensure quality service standards were maintained
  • Managing 3-5 employees and train new staff with system and project/s

Client Onboarding Support

Confidential, Pennington, NJ

Responsibilities:

  • Process routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations
  • Daily responsibilities cover one or more operations functional areas such as: analysis, report generation, opening new accounts, data entry, etc.
  • Provide quality service along with effective and efficient operations support for the assigned area's internal business partners
  • Provide advice and assist with training for less experienced team members.
  • Managing 3-5 employees and train new staff with system and project/s
  • Participation in the daily/weekly triage calls and meetings for validating and analyzing defects and raising Change Request
  • Successfully upgraded database system by using special software system called KDs to keep track of clients' information

Consultant

Confidential, Pennington, NJ

Responsibilities:

  • Performing various types of testing, such as functional, non- functional, regression, user acceptance, negative, and positive testing
  • Constructing, executing, and reporting on test cases to verify the accuracy of client data as it is loaded from existing source framework to the Client Hub
  • Oversaw tasks in managing documentation of designated clients
  • Collaborated efforts in evaluating clients' documentation through special software system called Snaps
  • Discussed with CAs and FAs through e-mail as well as phone and solve client's documents problem

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