SUMMARY

• Project Management, Project Coordination and Support - 15+ yrs.
• Business Analysis (BRD) and Metrics/Data Analysis - 15+ yrs.
• Rational Unified Process (RUP) - 5+ yrs.
• Use Case Design, Statements of Scope, Requirements Modeling - 10+ yrs.
• Account Reconciliation & Financial Balancing (AR& FB) - 15+ yrs.
• Marketing Support - 5+ yrs.
• Involved in project life-cycle, scoping, documentation, definition & analysis of functional problems, gathering of requirements, cost & deliverable outlines, logical & physical design reviews, wire-framing & GUI development, change/issue/release management & coordination, capacity management, PVT (Production Verification Testing), implementations, Leading UAT (User Acceptance Testing), serving as SME (Subject Matter Expert), & Support, working with technical teams
• Extensive Contract / RFP (Request for Proposal) / SLA (Service Level Agreement) / SOW (Statement of Work) experience in a variety of industries; such as financial, retail, property management, high-tech, health care and insurance
• Familiar with BRD (Business Requirements Documentation), JAD (Joint Application Development) sessions, ETL (Extract, Transform, Load), ITIL, PMP, SDLC (Systems Development Life Cycle - both Agile & Waterfall) methodologies & PMLC (Project Management Lifecycle)
• Acted as Agent for Vendor & Service/Supply Chain Management, in-sourcing, off-shore coordination, evaluating and obtaining Services, Licensed Products, Services & Supplies in support of Information Technology
• Software/Asset Management audits and tracking & deployment; including review of licensing, requirements, securing and tracking of compliant software on both Servers & Workstations
• Successfully demonstrated expertise in Excel/Access/MS Project development of Reporting Matrices including: milestones, weekly production/status, cost/budget reports, vendor invoices, tracking tools, reconciliation/exception/validation, look-up/pivot tables, charts/graphs, macros, functionality including drop-down selections, links to other LAN/WAN data sources via ODBC and more...
• Very knowledgeable in MS Office tools, particularly in Excel, MS Project, Visio and MS Access, with solid understanding of relational database design, data normalization, data source linking/updating, queries & reporting
• Performed Data Analysis & Validations associated with requirements analysis, including but not limited to data mapping, data modeling, development of data usage tables, entity relationship diagrams & Quality Assurance testing, Test Case scenarios and in use of HP-Quality Center Dashboard Reporting

TECHNICAL SKILLS

Applications: MS Access (Incl. Access VBA, SQL & ODBC), Clarity/Workbench, Crystal Reports, MS Excel (incl. VBA macros & Lookup/Pivot tables), FileMaker Pro, FoxPro, Harvard Graphics, Inc., InfoPath, Lawson (HR reporting tool), Lotus 1-2-3 & Lotus v9.x, Lotus Approach, Lotus Notes, Monarch (text to column conversion utility), MS Outlook, Paradox, MS PowerPoint, Primavera, Remedy, MS Project, Share Point, WebEx, MS Word, Visio

PROFESSIONAL EXPERIENCE

Project Management

Confidential, Buffalo, NY

Responsibilities:

• Responsible for coordinating redesign of Online Account Opening project, managing interactions with various 3rd Party Vendors around web-rebranding & redevelopment.
• Developed, implemented, and managed First Niagara's Project Plan Reporting of Tasks, Milestones & Timeline, tracking of 3rd Party integration points and Project Status Reporting Dashboards.

Confidential

Responsibilities:

• Developed initial project scoping, requirements gathering & project cost benefit/financial analysis
• Developed, implemented, and managed Scotiabank’s reporting requests and inventory. Responsible for credit risk management reporting & support of other reporting needs, as sourced throughout the organization.
• Created repositories to support data collections improved workflow processes (i.e. created MS Access interface to improve existing work processes while gathering and storing important data elements)
• Developed data-driven analyses and insights regarding business operations and strategic opportunities

Confidential

Responsibilities:

• Excel, Remedy, PowerPoint: Compiled data from multiple sources & analyzed details to identify Program & Support progress, updated and validated Project Executive & Stakeholder weekly presentations/reports.
• SharePoint Administrator: Rebuilt & maintained reporting depository and improved access rights via group accounts.

Confidential

Responsibilities:

• Managed relationships, process, reporting, tracking and milestones for all activities with partners (Business, Finance, Program PMO, Project Teams, External Partners & Vendor/Confidential) related to program, including on-going financials/budget updates, forecast vs. actual & validation of resource utilization/allocation
• Reporting to TD internal financial management using tracking tools (e.g. EPM, Carpe Diem, MS Project, SORT)
• Created interactive reporting tool (based on SORT) for finalizing financials into EPM
• QA Reporting using HP-Quality Center Dashboard
• Exercised discretion and acted as central point of communication for core team members, management, business partners & stakeholders in managing correspondence and information, potential program level risks & issues, program, organization, platform issues and recommend mitigation strategies, escalating issues where appropriate & collaborated with project teams to resolve conflicting priorities and to ensure program delivery remained on track.

Confidential

Responsibilities:

• Using the ITIL Service Management process , provided support to IT Service Owners, Engagement Mangers & Project Managers, related to their use of the Service Catalog and Estimating tools database
• MS Access interface: Coordinated improvement(s) to Service Catalog, Reporting Tools and back-end Oracle Database
• Steward of both SharePoint & InfoPath applications, and Service Change Control Board
• Utilizing SDLC Agile methodology, created & updated various complex Excel reports against varying databases

Confidential

Responsibilities:

• Hosted JAD (Joint Application Development) Sessions to scope & mitigate business needs of various Departments
• Finance Department - development of Time & Material / Equipment Billing Management databases for AR& FB
• HR Department - scoping of “in-house” customized HR Database
• MS Excel, MS Project, MS Word & Visio: Process Documentation & Reporting of custom applications, systems migration strategies, developing workflows and process / procedures
• MS Access: SDLC (Agile) & ETL approach to requirements gathering and development, for varying projects
• Time & Material and Equipment Billing Management - including; design and development of new reconciliation Database incl. data mapping, all load & extract processes, system testing, data entry forms and validation reports
• Procurement and Certified Payroll Management / Validation - improved automation, reporting and documentation of existing Databases

Confidential, Meadowlands, NJ

Responsibilities:

• Market Data review:
• RUP approach to Coordinating Analysis of Market Data Feed field types within the Broker/Dealer Program Management Group, Systems Architect, Quality Assurance Manager, Business Liaisons, and Operations Users
• Helped identify existing capabilities of “In-House” UNIX based BDAS (Broker - Dealer Automated System) as used by the Pricing Group for portfolio clearances and securities reconciliation
• Identified requirements for improved access to market data interfacing with BDAS, via GMRD (Global Market Data), over an existing service of 3rd party Market Data Feeds, including Excel matrix mapping of Bloomberg Data fields and data extraction process
• Development and refinement of UDTs (User Defined Technology / Use Case Scenarios)

Confidential

Responsibilities:

• Coordinated with Stakeholders; including Owner and Business Managers via JAD (Joint Application Development) Session, in review of technology infrastructure and associated issues.
• Created RFP for Virtual Server environment requirement, in lieu of existing “Server-in-the-Closet”

Confidential

Responsibilities:

• Involved in of New Graphic Operators & Project Support; created, updated and analyzed marketing presentation documents for Investment Bankers

Marketing / Data / Metrics Analyst

Confidential

Responsibilities:

• Involved in Project Support & Coordination; created and analyzed various Client Marketing Credit Data Reports / Analysis / Matrices, historical trend analysis and market event impact.
• Also involved in Coordination of MasterCard Europe improvements to Client Web Portal Functionality

Confidential

Responsibilities:

• Successfully negotiated between Confidential (HP) 3rd party Solutions Provider & Oracle Confidential . for USD$4M of Systems Architecture

Confidential

Responsibilities:

• Involved in Project Management, Coordination & Support between Director of Special Projects, Managers, Technology Group and Business Unit Managers, including but not limited to; Review, Analysis, QA, and Roll-out of both Marketing/Pitching materials & Webservice of “in-house” Real Estate tracking, leading UAT and PVT (Production Verification Testing), serving as SME (Subject Matter Expert) & Agent of Change (helping others embrace Web-based application) to Real Estate Brokerage Community and ongoing & Support

Confidential, Edison, NJ

Responsibilities:

• Involved in Project Management and contract administration, analysis and development of RFP / SLA for North America Wide Asset Deployment Project, coordinating with off-site Project Director and 10x off-site Deployment Managers & migration of Primavera to MS Project.

Confidential

Responsibilities:

• Involved in Project Management (ETL/RUP Process) including; updating and in Confidential of additional functionality to existing Property Tracking MS Access Database, improved data mapping, load and extract processes, system testing, data entry forms and improved system generated reporting

Confidential

Responsibilities:

• Contributed and innovated Product and Project Management processes, methodologies & systems, including but not limited to leading UAT and PVT, serving as SME,, Support and Sales Support of web-based service.

Confidential

Responsibilities:

• Involved in Project Management Office supporting Team Leads, varying Managers and Directors in Use Case Design, Statements of Scope, Requirements Modeling

Confidential

Responsibilities:

• Involved in Project Management including SDLC (Agile)/RUP approach to development of UDT (User Defined Technology) Documentation, Use Case Design, Statements of Scope, Requirements Modeling for Property Tracking Database

Confidential

Responsibilities:

• DCC Group - Lotus to Microsoft Document Conversion Center
• Managed 20 Team members and supported Project Director; developed Process & Procedures manual (for DCC Conversion/Remediation and QA), Project Cost Forecasting, Projections & Vendor RFP

Confidential

Responsibilities:

• Identifying and supporting Administrative needs of User Community and SDLC approach to requirements gathering and development of Securities-Lending and Management System

Confidential

Responsibilities:

• Liaison with C-level Management, Unit Managers and Administration, in development and coordination of strategic and operational plans for phased implementation of Electronic Medical Records System, management of implementation process, work flow reengineering and new hardware RFP

Confidential

Responsibilities:

• Involved in Project Support of Sr. Project Manager, including supporting needs of Back - Office for Y2K assessment

Confidential

Responsibilities:

• Involved in Project Support & Coordination including; supporting needs of GMM Group for Accounting, Funding and Derivative operations, including Documentation, Reporting and Processing System Development

Confidential

Responsibilities:

• Involved in Project Support of Sr. Marketing Managers, including macros/links to existing matrices and newly functional workbooks, including switchboard interface, drop-down selections, Charts/Graphs and associated lookup & pivot tables

Project Administrator / Marketing Analyst

Confidential

Responsibilities:

• Involved in Project Support of Sr. Marketing Managers, including revisions of macros/links to existing matrices and creation of newly functional workbooks, including switchboard interface, drop-down selections, Charts/Graphs and associated lookup & pivot tables

Confidential, Newark, NJ

Responsibilities:

• Involved in Project Support & Coordination, comprising; Use Case Design, Statements of Scope, Requirements Modeling/Gathering, development, implementation & maintenance of a Provider Information Directory and Electronic Records Tracking, resulting in improved/streamlined Claims Processing procedures to the State of New Jersey