PROFILE:

• Leadership/Management Skills - Goal-driven leader who maintains a productive climate and confidently motivates, mobilizes, and coaches employees to meet high performance standards.
• Ability to direct complex programs/projects from concept, inception, to operation.
• A Proven relationship builder with unsurpassed interpersonal skills. Leadership Competencies: SAP Development/Implementation/Training,, ERP Development/Implementation/Training, Infrastructure Development/Implementation, Building Effective Teams, Command Skills; Strategic Methodologies, Resource Management) - including but exclusive of the following; Governance, Development, Implementation Tools, Metrics, Training, Communications/Etc., Managing and Measuring Work; Drive for Results; Organizational Agility; Customer Focus Internal/External); Directing Others; Managing Diversity, Dash Boards, Communications, Team Player and/or Leader, to name a few.
• IT and Business Project/Program Management - Proven and successful 28 Years Project/Program Manager including Business and IT with various methodologies that include but are not limited to; PMI, Six Sigma, Agile, Waterfall, SCRUM, RAD, IITIL, CMMI 3, and Iterative, etc. Trained and trainer of various PM tools, Primavera, MSP, Excel, Hyperion, Clarity, Crystal Reporting, ClearCase, TesDirector, Kintana, to name a few.
• Communications Skills (listening, verbal, written) - Exceptional listener and communicator who effectively conveys information verbally and in writing, Diplomatic, Professionalism with supervisors, Management, Co-workers, employees, customers, etc.
• Flexibility/Adaptability/Managing Multiple Priorities - Flexible team player who thrives in environments requiring ability to effectively prioritize and juggle multiple concurrent projects.
• Teamwork - Resourceful team player who excels at building trusting relationships with customers and colleagues.
• Analytical/Research Skills - highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes. Innovative problem-solver who can generate workable solutions and resolve complaints.
• Strategist/Planning/Organizing - Results-driven achiever with exemplary planning and organizational skills, along with high degree of detail orientation.
• Vendor Selection/Management/Implementation - Created RFPs, RFIs, SLAs, and SLCs and responsible for Vendor Selection processes, Management, Maintenance as well as the PM lead to Implement/Transition the “business” and/or IT “functionality”. Specifically responsible for Vendor Management/Selection on small to large scale initiatives, advising leadership team, guiding and defining/driving processes for evaluation, selection, and contracting with vendors.Directly responsible for identifying and defining business/IT requirements, analyzing risks, negotiating costs, and executing overall agreement(s). Vendor negotiations with companies such as IBM, Accenture, AT&T, Convey, EMC, Objectiva, SharePoint Site Development, Linksys/Cisco, ACE, Trizetto, QNXT, Pitney Bowes, First Image, GE, VSP, QNXT, ACE, Cap Gemini, and Sierra Nevada. Selection Lead on RFIs and RFPs for a Software Marketing company regarding new business bids.
• BA - Business Requirements, Requirements Traceability matrix, Business and IT Trained, Test Cases, JAD Sessions, BA Training, Develop Use Cases, BA Tools, Functional Specifications.

EMPLOYMENT:

Confidential

Consultant Sr. Project Management

Responsibilities:

• Responsible to convert/move historical and new claim data and processes from legacy vendor operations to new vendor applications and various other integrated internally and externally owned applications/software while maintaining current operational levels.
• PMO Governance Support on business and SDLC projects for a HealthCare Company - Multiple Projects, related to Federal Mandates, EDI Core Operating Rule Updates for EDI Phase I, II, III and evaluation plus business and technical work groups for Core Operating Rules Phase IV. Transaction Set Updates for 820, 834, 278, 835, 837, ASCI, Reporting, Underwriting, Client Letters, Facets, NASCO, FEP etc..
• Direct contact/development, improvement and support of all levels of client relationships, client business and SDLC vendor products, and act as company lead for requested client enhancements, maintenance and/or project work.
• Responsible to develop and implement new quality assurance and quality controls/tools and processes into existing or new environments.
• Various technologies including but not limited to; Cobol, Borland, C+, C++, Java/J2EE, XML, XML Schema, HTML, VB.Net, MY SQL, DB2, MS SharePoint 2003/2007, Excel Services, Enterprise Search, DPM 2007, .NET administration and framework, Windows 2000/2003/2007/ Vista, Active Directory, Oracle(various versions), ALUI Enterprise Portal and MS Exchange Server, and FTP.
• Responsible to introduce/train on PMI/PMP principles and/or SDLC to team, educate and train staff. Processes included but were not limited to Scrum, RUP, Agile PM and, BPM, QM, SOA, to name a few.
• Testing, Defect Management & Resolution, QC, Quality Applications, Quality Center, Phased Testing Cycles
• Ecommerce - 820, 834, 835, 270/271, 837, 277Ca, 276 & 277, ANSI Conversions, which included all phases of Project Management - initiating, planning/design, executing, monitoring/controlling, closure & project controlling & project control systems as well as PM tools including but not limited to Clarity, ITSC, SDLC, Company PMO Processes/Documentation.

Confidential

Consultant Sr. Project Management

Responsibilities:

• Responsible to convert/move historical and new claim data and processes from legacy vendor operations to new vendor applications and various other integrated internally and externally owned applications/software while maintaining current operational levels.
• PMO Governance Lead on business and SDLC projects for a Marketing Software Company - Multiple Projects, PMO “Change” Lead, Client Account Manager, Marketing and Sales recommendations resulting in 2 Million increases in Revenue, QA, and Training/Development of internal staff.
• Direct contact/development, improvement and support of all levels of client relationships, client business and SDLC vendor products, and act as company lead for requested client enhancements, maintenance and/or project work.
• Responsible to develop and implement new quality assurance and quality controls/tools and processes into existing or new environments.
• Various technologies including but not limited to; Cobol, Borland, C+, C++, Java/J2EE, XML, XML Schema, HTML, VB.Net, MY SQL, DB2, MS SharePoint 2003/2007, Excel Services, Enterprise Search, DPM 2007, .NET administration and framework, Windows 2000/2003/2007/ Vista, Active Directory, Oracle(various versions), ALUI Enterprise Portal and MS Exchange Server, and FTP.
• Responsible to introduce/train on PMI/PMP principles and/or SDLC to team, educate and train staff. Processes included but were not limited to Scrum, RUP, Agile PM and, BPM, QM, SOA, to name a few.
• Testing, Defect Management & Resolution, QC, Quality Applications, Quality Center, Phased Testing Cycles
• Ecommerce - 820, 834, 835, 270/271, 837, 277Ca, 276 & 277, ANSI Conversions, which included all phases of Project Management - initiating, planning/design, executing, monitoring/controlling, closure & project controlling & project control systems as well as PM tools related to various application upgrades including Facets, Informatica, Data warehousing etc…
• Vendor & Client Management & Support

Confidential

Consultant Sr. Project Manager

Responsibilities:

• Responsible to make ALL recommendations regarding project efforts of Infrastructure Redesign (Physical to Virtual), including server and database replacements/migrations. (SQL SVR, Windows O/S, Virtual Environments, Containment Zones- VPN Vendor Accessibility), to name a few, etc.
• Identification & Analysis coordinating new desktop environments (Windows 7 and Office 2010).
• Consolidation of all business products, lines, work flows, processes, applications, infrastructure, and software projects which included data analysis and Infrastructure upgrade, Desktop upgrades, Privatized Cloud, Virtualization, Project Implementation plans, as it related to multiple Potential Enterprise Initiatives regarding Annuities, Life, Compliance, 1099/1099R, 1099B etc. and other various other company products.
• Data Analysis, Research, Documentation, Expectations, Risks, Assumptions, Constraints, Issues, Mitigation Strategies - where applicable, Resources - internal & external, skill sets, availability, timelines, efforts, scope levels, phased project plan approaches and multiple approaches and tools (Agile, Scrum, Waterfall, ITIL, Vendor Identification, Review, Analysis and Selection (RFI/RFP), Contracts, to Management Lead Team for review of multiple projects for prioritization and planning in 2011 or 2012.
• Business Analysis of ALL product lines - Annuities, Life, 1099, W2, Business Requirements, Process Flows, Work Flows, Data Modeling, Procedures, Reporting - External and External, Communication Materials (Sales, Marketing, 1099, W2, Client Procedures, etc., Internal - Marketing, Sales, Enterprise Communications, News Letters, Procedures, Testing,
• PMO Lead on Business and IT projects for an Annuity & Life Insurance company - Multiple Projects, Change Management, Testing Lead/Coordinator, Client Manager, and Training/Development of internal staff.
• Direct contact/development, improvement and support of all levels of client relationships, client Business and IT Vendor products.
• Responsible to develop and implement new quality assurance and quality controls/tools and processes into existing or new environments.
• Migration/Conversion of legacy applications and/or environments to consolidated end state environments whether internal or external (Vendor).
• Research & Analysis, Planning, Budgeting, Design, of 1098”x”, 1099, 1099R on Enterprise wide client base including all associated and existing infrastructure and software upgrades, compatibility and interface.
• Responsible to introduce/train on PMI/PMP principles and/or CMMI, SDLC to team, educate and train staff. Processes included but were not limited Implement to Agile, Waterfall, QM, ERP, SOA, and SOX to name a few.
• New tools and metrics coordinate activities with third party vendors and ALL levels of internal and external staff and related processes.
• Hands on experience in development & implementation of global financial business process simplification and standardization with Oracle r12, multiple lifecycles of implementation, with multiple industries and companies.
• Experience with global finance processes, specifically managing EEC regulations, IFRS national & International
• Configuration of Oracle Financial modules and support of Oracle r12 e-Business suite solution including GL, AP/AR. Fixed Assets, Cash Management, Costing and Business Analysis (CBAs)
• Ability to analyze users business processes and need and provide recommendations for improving business regarding Oracle Applications
• Vast Experience in developing and maintaining reports, forms workflows, XML, Publisher AOL and Interfaces
• In-depth knowledge of Oracle eBusiness for various Industries including Financial and BI
• Develops new and enhanced methods and techniques to resolve problems and offers options, alternatives, outcomes and possible implications of various options.

Confidential

Consultant Sr. Program/Project Management and Governance Lead, Sr. Project/Program Manager

Responsibilities:

• Responsible to upgrade/move MS Windows O/S 2000 to MS Windows 2003/2005 or 2008 including 400+ applications and databases, including SQL SVRs. Migration of SQL SVRs, Databases and applications to new infrastructure at the individual and enterprise levels...
• PMO Governance Lead on business and SDLC projects for a Utilities company - Multiple Projects, Change Management, Testing Lead/Coordinator, Client Manager, and Training/Development of internal staff.
• Direct contact/development, improvement and support of all levels of client relationships, client business and SDLC vendor products. Lead Project Manager for requested client enhancements, maintenance and/or project work.
• Responsible to develop and implement new quality assurance and quality controls/tools and processes into existing or new environments.
• Various technologies including but not limited to; Cobol, Borland, C+, C++, Java/J2EE, XML, XML Schema, HTML, VB.Net, MY SQL, DB2, Desktop, Open Span, IVR/VRU, Excel, Enterprise Search, DPM 2007, .NET administration and framework, Windows 2000/2003/2007/ Vista, Active Directory, Oracle(various versions), ALUI Enterprise Portal and MS Exchange Server, and FTP. Infrastructure development on Windows O/S all levels, 100+ various applications, various software, and tools.
• Responsible to introduce/train on PMI/PMP principles and/or SDLC to team, educate and train staff. Processes included but were not limited to Scrum, RUP, Agile, Waterfall, PM, RAD, QM, SOA, to name a few.
• Implement new tools, coordinate activities with third party vendors and related internal and external processes as well as introducing and engaging clients into these processes.

Confidential

Consultant Sr. Program/Project Management and Governance Lead, Sr. Project/Program Manager

Responsibilities:

• Governance and professional leadership in project and program management, introduce/develop company business software, e-commerce (Req/BA/Tech Specs/Peer Review/Test Documentation), development/recommendation of Business/IT metrics, and quality management, and all associated processes, documentation, protocols, goals and testing tool (Test Director).
• Responsible to convert/move historical and new claim/UM/UW/Finance/Reporting data and processes from legacy vendor operations to new vendor applications/operations and various other integrated internally and externally owned applications/software while maintaining current operational levels.
• PMO Governance Lead on business and SDLC projects for a Marketing Software Company - Multiple Projects, PMO “Change” Lead, Client Account Manager, Marketing and Sales recommendations resulting in 2 Million increases in Revenue, QA, and Training/Development of internal staff.
• Direct contact/development, improvement and support of all levels of client relationships, client business and SDLC vendor products, and act as company lead for requested client enhancements, maintenance and/or project work.
• Responsible to develop and implement new quality assurance and quality controls/tools and processes into existing or new environments.
• Various technologies including but not limited to; Cobol, Borland, C+, C++, Java/J2EE, XML, XML Schema, HTML, VB.Net, MY SQL, DB2, MS SharePoint 2003/2007, Excel Services, Enterprise Search, DPM 2007, .NET administration and framework, Windows 2000/2003/2007/ Vista, Active Directory, Oracle(various versions), ALUI Enterprise Portal and MS Exchange Server, and FTP.
• Responsible to introduce/train on PMI/PMP principles and/or SDLC to team, educate and train staff. Processes included but were not limited to Scrum, RUP, Agile PM and, BPM, QM, SOA, to name a few.
• Implement new tools, coordinate activities with five third party vendors and related internal and external processes as well as introducing and engaging clients into these processes.
• Development of Business Intelligence processes, protocols, tools, reporting and analysis for marketing, sales, and internal metric development, including but not limited to competitive data, product performance, application performance/costs, vendor performance/costs, internal procedural/process performance as well as utilization management studies and provider/client geographical penetration.
• Develop and maintain DB2 reporting data base, identify and development archiving environment/software and processes, and identify/implement processes for compliance archiving requirements both in IT and business environments regarding product data, results, processes, materials, communications and all associated internal and externally generated documentation.
• Creation and approval of companywide SLA/SLC documentation, processes and internal/external clients.

Confidential

Consultant Sr. Business PM, Project Manager

Responsibilities:

• All visible projects within the department relating to minor enhancements, sunset of legacy applications, and inclusion into “Future” end state environments and integration, of PPO/FFS Medicare products, processes and methodologies.
• Compliance process improvement for all lines of business and research and direction for all Compliance (SOX, CMS, JCAHO) requirements.
• Responsible to convert/move historical and new data and processes from legacy vendor operations to new vendor applications/operations and various other integrated internally and externally owned applications/software while maintaining current operational levels metrics.
• Responsible to in corporate ALL federal requirements associated with CMS, Medicare Products, Risk factoring, reporting, claims processing, billing, and archiving to name a few.
• Outsourcing development and opportunities as well as managing offshore operations and coordinating all activities and re-negotiating contracts as necessary and during “down” markets.
• Managing virtual teams successfully, and recommended and began investigative analysis on “virtualization” and “cloud” opportunities in today’s market to reduce overall operational costs.

Confidential

Sr. Project Manager

Responsibilities:

• Responsible to develop and implement new Quality Assurance and Quality Controls tools and processes into existing or new environments.
• Develop new products and new application/software technology for Re-Insurance and PPO Products and supporting application and processes managing a small cross functional teams utilizing AIX/UNIX, WebSphere, Access DB, SQL SVR, XML Schema, JAVA, JE22, DB2, MY SQL, COBOL, C++, .NET, Microsoft SharePoint 2003/2007, InfoPath, Excel Services, Enterprise Search, DPM 2007, ForeFront and Ops Manager, Windows 2000/2003 Server, Oracle, MS Exchange Server, Facets and FTP to name a few.
• Successfully refined, implemented, and/or actively participated on new projects such as: Rating Systems, Sunset Legacy Systems, Plan Factors, QRS, QuickBase, Clearcase, Clearquest, SharePoint, Emergency Release and Defect Processing, Tools and Models Application, Non Rating Data, Conversions, Quality Assurance/Management, Metrics, Vendor Management, and EDI/E-Commerce.
• Responsible to introduce PMI/PMP principles/processes/changes into department, educate and train staff, and implement new tools and processes. Resulted in four people being promoted under my guidance and training to either a PM role or management position.
• Project Manager for all visible projects within the department relating to Rating System enhancements, Sunset of Legacy Applications, Inclusion into “Future” SSP environments and integration of Individual, Small Group and Middle Market ideologies, processes and methodologies.
• Provide professional leadership in project management, gap analysis and process improvement for AIS Channel Management/ Confidential Strategic Desktop.
• Responsible to manage new Quality Assurance and Quality Controls tools and processes into existing or new environments.
• Replaced PM lead to develop and introduce to market a new Re-Insurance product which included but was not limited to architectural design (XML, Access Data Base, FTP, Reporting, Interfaces, Security protocols etc.), business design, all associated interfaces, compliance requirements, data extracts, data loads, vendor interfaces, vendor selection(s) and ALL associated internal and external processes. This Project was “floundering” until I was asked to take this over and implemented it successfully within a reduced time frame of 7 months.
• Sr. Program/Project Manager of a combined/Interfacing External Desktop that is Web Based/Mainframe/SQL Server/Database(s) desktop for use by all External Clients, TPAs for Claims and Customer Service Self Administration including all PHI protocols.
• Planview, Crystal reporting, MSP Server, MSP, Test Director, Mercury.
• PM Lead on creation and implementation of ASD External Desktop Access for use by all company sponsors, incorporating HIPAA requirements in support of all product lines.
• Improve revenues and resolve ASG e-Broker rating process issues, incorporating internal and vendor systemic and procedural changes that assured accurate (99.9%) data with increased speed to market by 80%, as well as negotiated new contracts with 10 existing vendors. Obtained vendor agreed changes to their internal processes prior to new contract negotiations, via new integration tools, changes in our procedures/interfaces and timings, and completed these changes within 1 weeks’ time to reduce losses.
• Trained, supervised, evaluated, and coached staff improvements to management skills which resulted in multilateral staff achievement of work objectives.
• Program/Project Management Lead on 3 complex matrix projects, while training 6 project managers and co-leading or assisting managing their projects.
• Manage and mitigate potential and actual risks including security and remote accessibility.

Confidential

Director Business and IT

Responsibilities:

• Program Manager directly/indirectly of 15 Project Managers across multiple lines of business, and various applications/software and hardware. These systems were applied to all aspects of E-Commerce business administration, vendor applications/software, infrastructure consolidation, data warehousing, business intelligence, and various other enterprise wide interfacing applications/software (over 40).
• PM enterprise wide lead and implementation of a new PPO product, which resulted in an immediate ROI of 40+ million in revenue upon release to the market. It is the largest profitable product line for the division till this day. My role included ALL aspects of business and IT development, working directly with peers and senior management who reported to me throughout the project. I reported to the divisional President who requested I bring this project in three months earlier than planned, with only 4 months remaining, which we accomplished via some “slick” negotiations with the President, Senior Management Team, and clients who were waiting for the new product.
• Oversaw operations of 3 national mainframe applications and associated business/product development and maintenance, company acquisitions, Product development, and international products.
• Responsible for divisional lines yearly development, budget and all planning activities.
• Extensive knowledge in analysis, research and development of existing or potentially new applications and/or business processes/products.
• Directly accountable for divisional COB savings and improvement strategy resulting in annual increases of 1-5% in COB savings. Change to operational and IT process standards, storage and reducing operational costs, reducing frequency of requests, increasing member satisfaction and exceeding client expectations. Set the COB standards and implemented/incorporated all NAIC, state and federal requirements and restrictions within all Healthcare operational areas which supported multiple company objectives.
• Directly managed a team of PMs, BA’s, Peers and senior management on various Business and IT daily maintenance activities and project initiatives and executions.
• Developed and trained the first successful, empowered team of cross trained business and IT knowledge based staff which improved end results, reduced operational expenses, met diverse needs, eliminated company disjoints, set new company standards, and created consistent communications.
• Successfully refined, implemented, and/or actively participated on new projects such as: Sunset Legacy Systems, PPO, Transformation, PBX/IVR/VRU/VoIP, Auto Adjudication, Emergency Release and Defect Processing, Tools and Models Application, Network Leasing, Smile Care Dental, Conversions, Acquisitions, Quality Assurance/Management, Metrics, ICD9/CDT, RandC, Vendor Management, Network development, Y2K, HIPAA, ANSI upgrades, Test Director, EDI/E-Commerce, Benefit Access, Provider Contracts, and Administration Materials (ID Cards/Claim Forms/Certificate Booklets and other Contractual Materials).
• Divisional PM/EDI Leader including direct management of 4 PMs to develop and implement HIPAA, e-commerce data, software, hardware, for various company product lines/applications and all interfacing applications (internal and external.). Other e-commerce led initiatives for business and IT specifically were ANSI record/file changes/upgrades, interfaces, security protocols, file layouts/data, PHI, Y2K, website development, telecommunications, accessibility to data and all associated products/applications.
• Compliance - Strong knowledge of federal and state regulations, filing and compliance requirements, including the following: defined contribution and benefit plans, ERISA, COBRA, FMLA, ADA, Section 125, Workers’ Compensation, Medicare OBRA, and HIPAA requirements.
• Proactive partnering with WEBMD to promote utilization of electronic claims submissions including new software and imaging tools. Presentations to the provider community resulted in a 3% decrease in operational costs for a $14 million annual savings and a positive Return of Investment within one year. Participated in vendor negotiation regarding costs associated with electronic claim submissions. We were able to reduce company annual expenses by 15% for 1.4 million claims. Immediate ROI of 3 million as a direct result of decreasing operational costs via increased electronic claims.
• Managed directly/indirectly a team of 15 project managers and business analysts in daily activities and project executions including some senior leads reporting to me throughout the lifecycle of various enterprise wide projects.
• Directly responsible for all divisional product lines, associated procedural development, business process improvements, gap analysis, federal/state regulations, system consolidation, client migrations, and systems development related to all aspects of interfacing HealthCare operations. This included but was not limited to: pricing, sales, UW, marketing, product/benefit plan development, telecommunications, auto adjudication, imaging, front end operations, vendor management, provider management, e-commerce, company acquisitions, reporting, data warehousing, administration, billing, banking, network development, vendors acquisitions, reporting applications, UM, product consolidation, application consolidation, transformation and external enterprise wide projects which impacted/interfaced with these product lines, software and applications.
• Successfully Migrated/Upgraded, Developed, Implemented and Annual Year End Reporting for 1099/1099r on all Healthcare Providers.
• Successfully Upgraded, Developed, Implemented for Annual Reporting on all Company Healthcare Employees.
• Due diligence on company acquisitions, System Integrations, create/implement new Product offerings, Client/Account Conversions between applications and/or product lines. Due Diligence on two 50 billion dollar company acquisitions, and proposed the integration strategies and implementation plans which were accepted by the president and CEO.
• Established a new PPO Provider Network, provided compliance support for state approval of fee schedules, and implementation of supporting incentive program, resulting in 58K PPO Provider Network growth within 6 weeks.
• Reduced Network Provider complaints by 6% via UM tools, Business Intelligence on competitive and competing network fee schedules, provider feedback/surveys, tracking, consolidation, analysis, and various other reporting tools.
• Research & Analysis, Planning, Budgeting, Design, Development, & Implementation of 1098”x”, 1099, 1099R on enterprise wide client base including all associated and existing infrastructure and software upgrades, compatibility and interfaces.
• Partnered with the Payroll department to complete Research & Analysis, Planning, Budgeting, Design, Development, & Implementation of Healthcare Employees Annual data developing collection and data bases as well as implementing changes on all associated and existing infrastructure, software, application upgrades, compatibility and interfaces.
• Reduced annual expenses overall between $9-12M via application and business alignment strategies, Front End operational changes, and new imaging and storage tools/improvements. Initiated and took risks to change already defined corporate strategies, by creating application efficiencies, implementing infrastructure consolidations, performing 80/20 analysis of operations, renegotiation of roles and responsibilities between business and IT, and implemented WAH/Shared Desk Tops. The completion of a Cost Benefit Analysis of business and IT annual expenses, identified opportunities which I was able to negotiate funding and resources to in corporate new ownership of data extracts, timing of extracts, data storage volumes, ease of extracts, reporting of data, basic training, and some minor system changes with new system access levels for security. Lastly the inclusion of new business and IT QM processes/controls including new metrics for IT and business operations, new access levels, tracking, sign off responsibilities, new applications/software and revised vendor’s responsibilities added to the reduction in annual costs as a result of reduced “rework” during design/code/test and implementation.
• Proactively designed, developed and implemented a new Network Leasing product to market with and instant ROI upon release to market of 500K in the first year.
• Directly responsible for $8M-12M+ annual budget; managed approximately 8-11% under budget annually due to smart use and re-evaluation of business/IT resources and continuous risk management.
• Responsible for IT and Business Audits.
• Directed recruitment and retention of supervisors and staff.