Project Manager Resume
2.00/5 (Submit Your Rating)
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
