Professional Profile

Daniel is a senior consultant and experienced manager with thirteen years of consulting and project management expertise spanning multiple industries. His experience ranges from custom and packaged system implementations to bank operations and mergers to profitability analysis and financial disclosure. He is flexible, fast-learning, and detail-oriented a strong communicator with both business and emotional intelligence.

Professional Experience

Confidential

Consultant and Manager

• Led three 1M projects as PM and lead analyst, also coming to manage half of company analyst team
• Acted as Product Owner/Manager and Project Manager for large business process management software BPMS implementation using Whitestein LSPS impacting 200 process stakeholders, resulting in heightened process transparency, increased accountability, shortened timelines, improved collaboration, and minimized rework, ultimately saving the customer money
• Developed and delivered customer training to maximize product uptake and expedite adoption
• Defined a program management dashboard framework to monitor multiple facets of project execution with a focus on Agile development practices, consumed by executive-level project leadership
• Directed the Systems Engineering SE team for the U.S. Dept. of Veterans Affairs Veterans Benefits Management System VBMS program, performing process analysis and implementing executable process improvements across the 10 program workstreams
• Developed and implemented Organizational Change Management Plans for recommended process improvements, including end user training, materials and communications.
• Led implementation of a BPMS solution in support of the VBMS PMO responsible for maintaining the scope, schedule, and budget of the project, managing the team through an Agile Scrum implementation of the BPMS solution using Handysoft BizFlow
• Led a team of technical analysts responsible for definition, documentation and maintenance of technical non-functional requirements, driving definition and adherence of the technical requirements management process
• Provided internal training to all new hires regarding company methodology and Agile/Scrum practices

Confidential

Financial Analysis Director

• Led all stages of reporting of performance under President's Making Home Affordable program for Treasury and FHFA, receiving a Premier Achievement Award for emphasizing automation, repeatability, and control
• Led profitability reporting SWAT Team, a group designated to address high priority, short deadline requests from senior management, requiring a strong balance of business and technical acumen to translate requests to results
• Developed business intelligence reporting datamart, gathering data from 10 DB tables into one aggregate datamart consolidated 100 million loans for attribution using 20 key dimensions resulting in reduced reporting time from hours to seconds
• Responsible for definition of organizational metrics viewed by board of directors, driving business decisions that align to annual goals, and enforcing need for continuous improvement and pay-for-performance mentality

Confidential

Manager

• Led project management activities for consumer lending business line during major regional bank merger, including scope, schedule, risk, cost, communications, and stakeholder management completed merger activities on-time and on-budget
• Led metrics refinement program for DTCC in alignment with Six Sigma initiative, resulting in redefinition of 50 operational metrics and four-hour training course facilitated training as an instructor
• Developed metrics catalog and reporting capabilities for major financial data service, including over 40 service level and operational metrics saved 70,000 by eliminating need for COTS on-line implementation
• Led development of custom Remedy request system and on-line client web access for global service center network located in Toronto, London, and Shanghai supporting 50 internal users and 30 client users, including all SDLC phases
• Developed a four-phased data quality implementation methodology for U.S. Dept of Education Federal Student Aid based on concepts of QPI and Six Sigma including failure modes and effects analysis, cost of quality, and voice of customer
• Authored multiple sections of winning proposal for U.S. Department of Homeland Security, resulting in contract award worth up to several billion dollars

Confidential

Consultant

Worked on a 10M contract with a secondary mortgage lender as a functional analyst and testing lead, becoming a subject matter expert in cash and MBS transactions and participating in the full two year project life cycle

Managed combined client/contractor linked-component test team of 10 members including test prep, planning, and execution

Subject Matter Expertise

• Project Management
• Agile Software Development
• Six Sigma/Lean
• CMMI
• Case Management
• Simulation
• Business Process Management and Improvement
• Organizational Change Management and Training
• Business Intelligence including Metrics and Dashboarding
• Systems Engineering including Requirements and Testing
• Reporting, Analytics, and Disclosures
• Financial Analysis

Technical Expertise

• MS Office Excel, Access, Project, PowerPoint, Visio
• Business Process Management Software including BizFlow and Whitestein LSPS
• SAS and SQL