SUMMARY:

• Seasoned Global Program Management Professional with more than 20 years of experience leading Consulting, Program & Project management roles for Global/ Confidential 500 clients.
• I work within the Program Management Office (PMO) space primarily working between the C Level executives and the supporting business units for the strategic management and execution for a wide array of initiatives and industries including: financial services, insurance, manufacturing, media/entertainment, real estate and telecommunications.
• I have depth in numerous areas of Investment Banking (IB) and Global Wealth Management (GWM). I work in both the business and IT sides of program management and I am both PMP and CSM certified.
• I have significant experience in creating, maintaining and enhancing PMO's and the documentation required for successful execution of global programs.
• Prince2, Agile, Waterfall
• Experienced in creating, maintaining and developing business websites, content, and marketing strategies both internally and externally
• Hands on and basic understanding of Cloud technology/applications
• Create global project/program templates/tools for PMO’s
• Managing and leveraging vendor relationships
• Experienced in Analysis, Design, Development, Testing & Go - Live Phases
• Strong organizational, writing & oral communication skills
• Member of the PMI Institute; versed in Kotter International change management

TECHNICAL SKILLS:

MS Word, Excel, Share Point, MS Project, Visio, Clarity, PPM, HPQC, ALM, JIRA Spanish speaking

EXPERIENCE:

Global Program Manager

Confidential, New York, NY

Responsibilities:

• Responsible for managing the business and technology aspects of major work streams within the company’s largest operational transformation program.
• The initiatives seek to improve and fully digitize end - to-end processing and the customer experience for customers and brokers.
• Responsible for partnering with project managers and PMO’s across the work streams and lines of business to ensure timely execution and implementation of new change management processes to drive current state practices to future state.
• Duties included: project planning, reporting, monitoring and tracking activities surrounding the Program; work with Finance, HR, and business leads to identify, prioritize and track metrics for evaluating the success of their initiatives; engaged and assisted in training overseas operations and program managers; owner & driver of regular working group meetings; and facilitating sign offs across Group stakeholders.
• Oversaw end-to-end process flow workshops and program initiation/definition for multiple future state business cases.
• Assisted with the corporate move to an agile framework; initiated SCRUM teams with sprint planning, stories, track/train coordination, etc.

Global Program Manager

Confidential, New York, NY

Responsibilities:

• Responsible for partnering with project managers and PMO’s across the continents, work streams and lines of business to ensure timely execution and implementation of new change management processes to drive current state practices to future state.
• This was a reorganization of business units into re-aligned shared service centers and AP/T&E across the US.
• Duties included: developing and leading the Global PMO; reporting; monitoring and tracking activities surrounding risk assessments and remediation plans for business units (both domestic & international); owner & driver of regular Ops working group meetings; SAP FICO process flows, End-to-End re-engineering, AML/KYC, M&A oversight, involved in Ops impact assessments; driving the detailed definition of test, dress rehearsal and go live scope; creation & review; coordinating go live activities and facilitating sign offs across Group Ops stakeholders.

Global Program Manager

Confidential, New York, NY

Responsibilities:

• Global Program Manager for the build, launch, and implementation of a newly created Global Trade Date Asset Transfer platform in the IT Prime Brokerage unit.
• This Change the Bank initiative was designed to standardize global process flows for asset transfers.
• It introduces trade date journaling for asset transfer transactions, impacting all internal and external booking flows and eliminating penny trades via the enterprise application development.
• Duties included: leading the ITPB Global Project Management Office (EPMO); project plan development and execution; co-coordinating inter-company IT meetings; assisting with end-to-end processing; IT roadmaps; interacting with product leads and work stream leads on the implementation of major releases for the program; partnering with project managers across different work streams and lines of business to ensure timely execution of SDLC project deliverables on schedule and within scope.
• Assisted with end-to-end User Acceptance Testing, SCRUM sprints and production parallel process; ensured operational and business change readiness and effectively communicated status and risks to senior management.

Global Compliance Program Manager

Confidential, New York, NY

Responsibilities:

• Duties included: defining key project risks, conducting quantitative and qualitative project analysis, challenging work stream assumptions, understanding current state and future state milestones, preparing multiple status reports across global business divisions for change and Compliance, AML/KYC, CCAR forecasting, tracking updates and management dashboards, manage interdependencies across work streams, escalating potential bottlenecks or delays, implementing and maintaining change management processes to drive current state practices to future state Confidential .
• Monitoring and tracking activities surrounding risk assessments and remediation plans for business units (both domestic & international).
• I created and maintained multi work stream Share Point sites and quality control reviews to maintain the integrity of information and authorized access; provided guidance to project team members, business unit leaders, and the reengineering leads on process design; directed project managers, associated PMOs and staff in PM best practices; developed focused delivery teams to consistently deliver high quality deliverables.

Business Program Manager

Confidential, New York, NY

Responsibilities:

• Program Manager who oversaw a multi-year, firm-wide Treasury initiative to achieve a world-class liquidity risk management capability.
• Led the point release team for the PMO and liaison for the lines of business on defect and enhancement prioritization for all investment bank products (incl. derivatives, equities, OTC, fixed income, etc.).
• Liaised with IT units for BRD review, scheduling and assisted with end-to-end processing; interacting with product leads and work stream leads on roadmaps, enterprise application development, and the implementation of major releases for the program.
• Partnered with project managers across different work streams and lines of business to ensure timely execution of SDLC project deliverables on schedule and within scope.
• Assisted with end-to-end User Acceptance Testing, SCRUM sprints, team coordination with sprint planning, stories, track/train coordination, under an Agile methodology.
• Ensured operational and business change readiness and effectively communicated status and risks to senior management.

Global Portfolio Manager

Confidential, New York, NY

Responsibilities:

• Assisted with the development, implementation and compliance (understanding current state and future state) for the firm including implementation of a new project management application. Heavy emphasis on Risk Management and Change Management and milestone mapping of projects to risk control framework (RCF), End-to-End re-engineering, compliance and quality control to a global standard.
• Compliance with external regulatory requirements, internal control standards and group compliance policy.
• Managed a multi-year budget over $225MM, reducing costs and identifying savings when possible. Worked closely with participants from across the firm in Technology Infrastructure, Application Development, Information Security and the businesses.
• Acted as liaison between Senior Stakeholders, Finance, Risk, Application Development Managers and Program Managers.
• Directed project managers, associated PMO’s and staff in PM best practices; developing focused delivery teams to consistently deliver high quality deliverables; was responsible for developing and maintaining project management guidelines, procedures, templates, tools, frameworks and roadmaps; led the development, maintenance, oversight, compliance and operation of PMO-related processes including issue management, schedule management, scope management, risk management, change management, resource management, and financial management.

Compliance Program Manager

Confidential, New York, NY

Responsibilities:

• Responsibilities included: Managing the PMO; Collaborating with senior business executives for new project initiatives; development, documentation, integration, implementation and compliance of Know Your Customer (KYC) & Suspicious Activity Reports (SARS) for the global enterprise; OFAC compliance, CCAR forecasting, change management, vendor management, knowledge management, enterprise infrastructure, risk management, understanding current state and future state milestones, & administration of multiple share point sites.
• Activities included: Enterprise rollout of required compliance policies, procedures, standards and training;
• Build out of compliance structure to ensure proper accountability, communications, and escalations for issue resolution;
• Monitoring and tracking activities surrounding risk assessments and remediation plans for business units (both domestic & international);
• Development of technology solutions where applicable for transaction monitoring and other compliance related activities.

Global Program Manager

Confidential, New York, NY

Responsibilities:

• Responsible for managing the EPMO, coordinating with the business PMO, understanding current state and future state milestones, collaborating with senior business executives and re-engineering heads for new project initiatives, reporting directly to the Global CIO change management, sourcing, vendor management, knowledge management, platform consolidation, reorganization, application consolidation, enterprise infrastructure, operational efficiency/growth, risk management, liquidity forecasting (RRP), financial framework re-design & data warehouse management.
• Assisted with the defining, development, design, implementation and compliance of the corporate reengineering strategy, policies, objectives, plans, and procedures. Defined timelines, milestones, and execution strategy for the client’s reengineering initiatives, identifying and resolving conflicts with the client’s reengineering initiatives and other cross-business initiatives that affect people and/or processes. Drove overall program execution, compliance with internal and external entities, managed interdependencies, reported and audited progress against targets for financial and headcount reductions directly to the Group Treasurer.