SUMMARY:

• Accomplished analyst, developer and project management professional with over 10 years of experience with leading high technology financial organizations.
• Superb leadership, interpersonal, problem resolution, analytical, and operational skills.
• Recognized for being a strategic thinker who provides competitive and requirement analysis through all stages of the development life cycle to product readiness and execution.

TECHNICAL SKILLS:

Research Analysis: Tableau, Bloomberg Terminal, Capital IQ; Thompson One; @Risk, Excel Solver

Office Productivity: Word, Excel, PowerPoint, Visio, Publisher, Brio, Oracle OBIEE

Project Management: Rational Team Concert, Microsoft Project, Agile, Waterfall, SLDC, Scrum, Fusion

Database Programming: Oracle, Sybase, Informatica, Access, SQL Server, RapidSql, DB Artisan, Toad

Web Programming: Java, .Net, JavaScript, Flex, MS Studio, IBM Eclipse, SharePoint, Weebly

PROFESSIONAL EXPERIENCE:

Confidential, Watertown MA

Scrum Master / Project Manager

Responsibilities:

• Created new work intake process, documented and instituted a new Agile software development methodology.
• Trained teams in Agile, work intake and project management process, introduced Agile rituals such as backlog grooming, start and end sprints, retrospectives and lessons learned.
• Created a war room for team meetings displaying project management artifacts such as process flows, pain points, duration and effort estimates, training and documentation resources, project backlogs listing epics and themes, current and needed skills and roles, timeline gantt charts with versions and releases.
• Configured Jira workflows for two teams, utilizing Kanban for Implementation team task work and Scrum sprints for Operations team project work. Onboarded new Jira users, administered users, teams. Created unique Jira dashboards for various teams and roles.
• Created Jira Dashboard graphical gadgets (similar to Tableau) and reusable filter queries to monitor key agile KPI’s such as Issue counts by status and resolution, priority, Epics, Stories, Tasks, Story Points, burndown charts.

Confidential, Quincy MA

Project Manager / Program Analyst

Responsibilities:

• Manage program stakeholder engagement on a 10,000 - user enterprise implementation of IBM IT Service Management (ITSM) to provide a single, unified platform to manage multiple service management best practice processes using the Information
• Technology Infrastructure Library (ITIL). Responsibilities included launch-day preparation checklists for team leads and affected user populations and organizations. Led project meetings, communicated status, performed task and schedule review, dependency evaluation, risk mitigation
• Visio diagrams. Extensive Microsoft Project tracking and reporting. Additionally consulted on behalf of the SVP of IT Architecture Solutions Planning to organize and resolve items in the backlog of IT infrastructure non-standard requests.
• Notable projects included writing a 30-page analysis of computing resource design options for the Quantitative Analysis Equity Research group within State Street Advisors.

Confidential

Agile Project Manager / Business & Systems Analyst / Technical Lead

Responsibilities:

• Lead a fast-paced team from the USA, India and China to design, develop and deliver new system capabilities for daily use by 1000 phone reps contacting 10 million Defined Contribution / Defined Benefit investing customers, in an effort to retain $100 billion annually of assets at risk
• Collaborated with project stakeholders to develop business cases, scope, goals & objectives, resource requirements, milestones and timelines. Monitor development and communicate status
• Applied system development life cycle (SDLC) methodology (Agile and Waterfall) including internal project controls such as issues logs, business approvals and go-live check lists
• Managed cross-functional project teams including business analysts, technical staff, QA resources, business users and external resources. Monitor risks and escalate as needed. Create use cases
• Created and maintained a comprehensive SharePoint site with documentation for all facets of product, projects and applications used by the team, including developer and support resources
• Created highly visual PowerPoint, Visio and Excel presentations for system documentation
• Lead systems and business in agile fusion, scrum, JAD / RAD and requirements / use case gathering sessions to jointly design enhancements and process improvements and proposed solutions
• Architected, documented and developed extensive nightly batch processing using Informatica
• Designed database tables, schemas, process flows, indexes, triggers and stored procedures
• Train, mentor, coach and motivate new team members, and share team and company culture
• Embrace and extend process and governance standards and methodologies to ensure a reliable, dependable analysis, design and development process and maintain operational stability

Software Developer

Vision System

Responsibilities:

• Primary developer, support and on-call role for financial system-of-record
• Created daily and monthly Informatica feeds from Vision to the FIRSCo Client Billing system
• Made substantial modifications to the daily accounts receivable feed
• Wrote dozens of Sybase stored procedures, UNIX scripts, and modifications to Vision’s PowerBuilder front-end and nightly / monthly batch cycle and feeds

Software Developer

Confidential

Responsibilities:

• Designed new 8 gigabyte Sybase database and feed utilities to create daily portfolios of all stock ratings by each equity analyst and team, and generate daily and period raw and relative returns for the stock, portfolio, and associated benchmark indexes. Wrote all tables, indexes, stored procedures, triggers
• Used daily factors to generate performance reports for any period, such as day, week, month, year
• Tuned database for performance and accurately generated results with transparency of methodology
• Implemented for the director of Equity research for Confidential Management Company