Certified Project Management Professional PMP with 7 years experience performing multiple roles within Project Management for industry leading organizations. Proficient in processes such as portfolio management, program management, process improvement and quality assurance utilizing expertise in SDLC and Lean methodologies.

SKILLS: Microsoft Suite Project, Outlook, SharePoint, PowerPoint and Word including advanced Excel, Access and SQL trade pricing/processing systems i.e. Bloomberg, Reuters, TT, GMI and Consensys UML Diagramming, Value Stream Analysis and Data/Process Modeling tools such as Minitab, Visual Paradigm, Enterprise Architect and Visio. PROFICIENCIES: PMBOK

• Program Management
• Budgeting/Financials
• Capital Markets
• Lean Six-Sigma
• Requirements Elicitation
• Vendor Management
• Regulatory Risk Mgt.
• Agile
• Systems Integration
• Project Compliance
• OTC Listed Derivatives
• SDLC
• Unit, SIT UAT Testing
• Project Planning
• Trade Flow / Processing

PROFESSIONAL DEVELOPMENT: Project Management Professional PMP Project Management Institute

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• Managing Agile Projects w/SCRUM Central Piedmont Community College
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• Lean Six Sigma Master Black Belt Six-Sigma US
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• Lean Six Sigma Green Black Belt Georgia State University
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• Professional Development Units Coursework Completed:
• Project Planning and Control
• Determining Business Requirements
• Requirements Gathering Writing

PROFESSIONAL EXPERIENCE:

confidential

Technology, Operations Control Functions Ops Risk group within this banking leader, providing risk management and oversight throughout the enterprise to meet domestic and international regulatory requirements

Senior Project / Program Manager Consultant

• Leading Information Technology and Process Improvement initiatives as a Sr. PM to support Dodd-Frank / regulatory driven projects under BAC's Global Resolution Recovery Planning initiative. Program focus areas are Collateral Management, Funding-Liquidity, Capital Planning and Financial Market Utilities.
• Responsible for management of multiple Global Markets OTC Exchange Listed projects specific to Dodd-Frank, Basel and Volcker rule enactment, addressing Matters Requiring Attention MRA's and capabilities identified by regulators requiring technical, procedural and governance processes to be established or enhanced.
• Tasked with ensuring the program successfully addresses internal compliance, regulatory risk, governance, business and operational processes, internal auditing/surveillance and financial reporting requirements as outlined by domestic and international regulators.
• Provides expertise and guidance on complex derivatives and trading transactions including potential outcomes, risks and compliance issues requiring mitigation as part the program's scope.
• Manages mid-size team of Project Managers, Analyst and Coordinators with varying roles and responsibilities within the program.
• Responsible for reporting consisting of project status, trends, issues, risks and dependencies to senior executives SVP Managing Director level whom are responsible for steering the enterprise.
• Ongoing communication and interaction with the PMO to ensure compliance with corporate change policy for initiatives that have significant impact involving technology.
• Provide direction and supervision of analysis, design, testing, system documentation and training.
• Exercising experienced communications skills regarding RFIs from senior management/leadership, working through solutions with key IT partners and representing the program in highly visible settings.
• Accountable for program/project planning, establishing deadlines, maintaining the 6M budget including estimating to include vendors, human resources, technology acquisitions and travel.
• Cross functional coordination and partnering across lines of business to ensure requirements are accurately captured and approved enhancements are integrated, tested, and launched successfully.
• HR management tasks such as developing position requisitions, identifying potential candidates, making hiring decisions, defining responsibilities and accountabilities for key program/project roles.
• Providing consulting and guidance around the analysis of the present and future-state approaches, approving technical design and steering improvement/technology implementation.

confidential

Project Management Office PMO inside this worldwide financial services leader, supporting bank-led initiatives by utilizing PMBOK guidelines, rules and methodology for effective project management

• Commissions Merchant Program, leading full life-cycle activities for the FCM - Position Limit Monitoring Project . Accountable for vendor procurement, development and integration of the Position Limit Monitoring systems required by the CFTC to monitor derivatives positions trade data held by the firm to stay within position limits set by global trading exchanges.
• Responsible for defining the scope, constructing the Master Project Plan, identifying the critical path, milestone tracking, documenting the process and maintaining the project's budget.
• Application of Wholesale Technology's SDLC/waterfall methodology for technology implementations.
• Establishing cross-functional coordination in matrix environment partnering across lines of business to ensure requirements are accurately captured and user-stakeholder approved.
• Validating functional and non-functional requirements necessary to drive implementation and meet the business's/end users requirements maintains requirements throughout lifecycle.
• Identifies project risks and issues, escalating where appropriate to the Program Manager, otherwise tracking via the Project Status Report and mitigating to minimize impact or until resolution is met.
• Represents project in highly visible settings to include PMO Director and Managing Director of WFS.
• Provides technical recommendations based on the business's requirements specifically integrating the application across internal systems to include real-time data delivered from the service bureau.
• Responsible for maintaining and presenting project reporting displaying resource stats, dependencies, tasks, gaps, risks and issues to audiences numbering over 100 attendees on a weekly basis.
• Provide updated dashboards which areutilized by Senior Leadership, Stakeholders and Sponsors.
• Lead meetings with international vendors, sourcing teams and legal partners to negotiate and secure necessary software and/or services vital to the project's implementation.
• Utilize exceptional soft-skills, professionalism and confident demeanor to foster relationships.
• RFI processing in fast-paced, intense and complex environment requiring extra attention to risk items, ensuring accurate and timely completion of all requested items.
• Official point of contact for technical issues documenting and clearly translating technical problems for non-technical associates, emphasis on briefing all parties on high priority issues in a timely manner.
• Facilitates meetings to establish exit criteria, validate test cases and review test results to ensure outcomes meet documented requirements.
• Coordinates project test phases, designs test cases from a business and technical aspect including constructing the Traceability Matrix to confirm all documented requirements are tested and traceable.
• Organizes and leads UAT kick-off meetings with users and stakeholders stating test objectives and reviewing in-scope items to ensure an agreed upon understanding of the end-to-end testing process.
• Responsible for maintaining an on-call presence and availability beyond typical the business hours.
• Ensures all UAT documentation is complete with sign-offs and ready for review with internal audit and compliance officers.
• Sr. Business Analyst Duties: Wholesale Technology's - Project Management Office, Futures Commissions Merchant Program, responsibilities included documenting requirements and functional specifications in support of the FCM - Self-Clearing Project required under the Dodd-Frank Act, focusing on technology implementations necessary to self-clear trading transactions, feeding data trade flow to front, middle and back office systems..
• Elicitation of functional and non-functional technical specifications requirements analysis/translation and documentation for technical initiatives required under the Dodd-Frank act.
• Completion of project deliverables including documents such as SOW, PDD, BRD, Risk Analysis and
• Traceability Matrix, including constructing SLAs' capable of insuring support throughout the TPM Technology Project Management project lifecycle and post project implementation.
• Preparation of visual translation documents such as use cases, process models, context and data flow diagrams, dashboard reporting metrics.
• Utilize strong organization skills specifically responsible for maintaining the Master Project Plan, project timelines, milestone tracking, deliverables and monitoring the project's 14M budget.
• Responsible for project reporting of resource stats, dependencies, tasks, gaps, risks and issues.
• Proactively organizes and participates in meetings to discuss the project's status and requirements from technology, operations, compliance, operational risk, finance and legal perspectives.
• Ensures all UAT documentation is complete with sign-offs and ready for review with internal audit and compliance officers.
• Ensures Risk, Audit and Compliance project guidelines and best practices are met serving as the project team's lead resource for corporate compliance and documentation per Wholesale Technology's PM Quality Assurance guidelines.

confidential

Global EDI department within this worldwide consumer banking leader, providing data interchange services and payment processing solutions to business clientele

Business Analyst FT Employee

• participating and leading process improvement projects, performing business analysis, performance analysis and quality assurance of Electronic Data Interchange's EDI payments systems. Additionally responsible for performing monthly billing operations for 3,000 corporate client accounts ensuring processing of 60 million in transactions.
• After acquisition of LaSalle Bank, served as lead Business Analyst responsible for analyzing current state processes for the migration of client accounts to BACs planned/future state EDI processes.
• Defining the impact of requirements on upstream and downstream solution components providing recommendations to management on how to integrate requirements with current systems and business processes as well gaps requiring development.
• Perform integration and acceptance testing and serve as implementation support to business domain stakeholders and end-users by defining user acceptance criteria performing functionality tests to identify solution defects or shortcomings.
• Coordinated intra-departmental efforts on behalf of the EDI team served as CSS representative for cross-functional projects, leading conference calls and presenting key information to stakeholders.
• Utilizing Lean Six Sigma process to identify value gaps and opportunities for process improvements leading to development of EDI's Client Support Services CSS performance analysis dashboard which tracked quantifiable advances and areas requiring improvement for payments/billing process.
• Responsible for monthly run cycle of EDI's billing system's utilizing Oracle applications.
• Execute SQL queries to provide reports used for managing EDI client operations and support.
• Billing SME providing validation in testing cycles for successful implementation of migration clients. Implementation of over 450 clients onto BAC's EDI payments platform and EDI billing systems.
• Maintained the critical 100 fulfillment rate of all HVC service requests exceeded historical 90 accuracy rate in fee processing on 12,000 single accounts per month on over 20 billing cycles.

confidential

Provider of total healthcare services under North Carolina's Medicaid CAP Program e.g., personal care, medication administration, nursing supervision, food preparation, transportation needs, job search assistance and residential housing solutions for individuals with mild-severe developmental disabilities

Operations Director FT Employee

• residential care facilities, in-home services and job assistance program. Supervised the activities of 30 - 50 staff members and managed an annual budget of 500k - 1M. Emphasized delivering superior service, incorporating continuous quality improvement while maintaining local/state/federal regulatory standards. Passed all annual state licensure reviews investigated and resolved associate or client grievances. Successfully oversaw Medicare, Medicaid, and private pay reimbursement cycles.
• Daily reconciliation of financial statements, oversaw accounts payable and accounts receivable of approximately 70k per month, created monthly/quarterly/annual budgets and forecasts, and tracked specific costs, margins and profit.
• Developed targeted policies/procedures to address governance, clients' rights, medication administration, quality assurance and incident reporting.
• Authored manuals for review by local, state and national accrediting agencies for licensure and accreditation status conducted annual reviews of manuals with state and local authorities to discern policies, procedures and best practices.
• Developed and facilitated staff training sessions on client management, human resources and safety practices to maintain regulatory compliance and provide superior services.

INTERN/VOLUNTEER ACTIVITIES:

confidential

Financial Services and Reporting firm specializing in technology solutions to manage global futures and options markets risk for professional clientele and funds trading in equity, rates and commodities products

Jr. Project Manager Volunteer Intern

• Analysis and planning throughout build of the client's system, deliverables included development of a custom graphical user interface, establishing secure data delivery method from exchanges and features such as reports generation.
• Utilizing SDLC project methodology identified business needs and objectives to design the Work Breakdown Structure WBS yielding the projected costs, project phases, subject matter expertise required timeline, etc...
• Developed reporting and dashboards capable of tracking and illustrating project actuals vs. costs, resources utilized, project completion status, risks and issues, etc...
• Completion of project documentation such as Project Plan and Business Requirements Document.
• Procurement of the appropriate technology solutions to meet the firm's requirements and employ tools, techniques and methodology needed to deliver the end product.
• Coordinated with technology partners to accomplish IT focused project tasks such as planning testing phases, security planning, performance testing and managing implementation schedules.
• Lead meetings to establish strategies, provide status report updates, review issues and risks.

confidential

Joint initiative between Georgia State University and AT T to provide program participants an opportunity to solution inefficiencies within BAU processes of the organization utilizing the Lean Six Sigma Methodology

Project Manager Volunteer Intern

• Lead process improvement team in effort to solve for deficiencies and gaps within the High-Speed DSL services delivery and scheduling process for the southeast region.
• Provided organization and leadership for the team, establishing routines, deadlines, milestones, etc
• Developed mission statement, charter and other project initiation documentation from business case. Lead investigative process, identifying stakeholders, SME's, data sources, and key process inputs. Performed performance assessments within service delivery process to gather baseline data.
• Utilized data analysis tools to analyze historical data, run hypothesis testing and develop optimal solution for future state processes.
• Responsible for reporting project status to executives and stakeholders from the organization.
• Coordinated with leads from the business and technology areas to gain approvals, perform testing and manage implementation schedules of the solutions.