EXECUTIVE SUMMARY

• Highly driven Project Manager with comprehensive background in financial and IT sectors. C
• ertified in use of Waterfall and Agile methodologies to effectively plan, coordinate, execute and meet project milestones.
• Passionate about leading and mentoring highly organized, detail - oriented, cross-functional teams. Recognized for improving process efficiency and productivity through data gathering and metrics analysis.
• Focused on achieving strategic business goals and delivering high quality products through proactive communication and implementation of stakeholder feedback.

CORE COMPETENCIES / COMPUTER SKILLS

• Strategic Planning
• Risk Management / Mitigation
• Microsoft Office Suite
• Waterfall Methodologies
• Project Reporting
• Rally Software
• Agile Methodologies
• Vendor Management
• HPQC
• Resource Utilization
• Process Improvement (Six Sigma)
• InvestOne
• Quality Control
• Budgeting
• Jira
• Procurement processes
• Contract Negotiations
• TLM

PROFESSIONAL EXPERIENCE

Confidential, Lancaster, PA

Senior Project Manager

Responsibilities:

• Improved the visibility of the allowance calculation by engaging Business and IT resources to create an awareness group to inform and educate bank members around the project and impacts
• Managed numerous contracts and negotiations to support CECL advisory services as well as on-board new software to support successful delivery
• Created numerous project plans to support multiple parallel running workstreams
• Maintained enhanced risk register to mitigate roadblocks to project success
• Provided on-site leadership and IT PMO experience to project team and other Project Managers
• Created a more agile-like environment by assisting the PMO and CECL project team to work in a more flexible environment which took special reporting and consideration during project planning and phase gates

Confidential, Philadelphia, PA

Product Manager

Responsibilities:

• Improved on team’s product alignment by proactively managing the overall team backlog of work on a daily basis for four products.
• Increased the amount of high priority work being completed in the backlog by creating a process for “business ask” intake.
• Advanced the way in which Operations and Engineering collaborate by engaging the right people at the right times in order to implement a true devops environment.
• Enabled my teams to perform at the highest level by playing the ScrumMaster role and removing blockers and any impediments for Engineers.
• Pushed efficiencies in work efforts by facilitating move to Kanban process.

Confidential, Wayne, PA

Senior Project Manager, IT Service and Strategy

Responsibilities:

• Increased Stakeholder operational efficiencies by leading and delivering several high-profile, strategic initiatives that focused on process improvements and protocols.
• Built a more collaborative and interactive workplace which increased customer satisfaction through a successful creation and implementation of a scalable Agile framework.
• Accountable for ensuring over €18M in budget gets allocated and tracked properly by holding weekly meetings with SVP’s and business process owners.
• Led a strategic initiative to improve education around Agile methodologies (scrum and kanban) within the DLL workplace.
• Played first ScrumMaster role for DLL as we transitioned into the scrum/kanban process.
• Coached and mentored new ScrumMasters and Product Owners on their roles and responsibilities.

Confidential, Philadelphia, PA

Agile Coach / Rally Software Trainer

Responsibilities:

• Increased efficiency and productivity of business units by successfully transitioning units from Waterfall to Agile methodologies through personalized trainings.
• Developed feedback loop and customer survey, continually gathering feedback for coaching and training improvements.
• Increased client satisfaction and provided timely responses by creating work area in JIRA, tracking all outstanding Agile and Rally questions.
• Transitioned over two dozen teams from waterfall to Agile (scrum and Kanban) by acting as a consultant for cross-functional teams.
• Provided training on things such as how to write user stories, backlog grooming, monitoring burndown charts, and other related Agile metrics.
• Participated on a team to halp introduce SAFe - Scaled Agile Frameworks

Program Manager/ScrumMaster

Confidential

Responsibilities:

• Increased efficiency and effectiveness of processes by leading weekly PMO best practice sessions, resulting in several process improvement requests.
• Monitored multiple (simultaneous) project teams - as ScrumMaster, delivering high quality software to clients, enhancing customer experience.
• Met program gates by effectively leading several project teams through each phase of project lifecycle.
• Ensured meeting of program direction and goals through daily interaction with engineering management, and external vendors, creating collaborative team environment.
• Led successful SOW negotiations, leading to well-defined external vendor scope and milestone lists, driving successful release delivery.
• As a ScrumMaster successfully led four separate scrum/kanban teams to deliver a new user guide for Confidential customers.
• Increased team velocity through constant mentoring and training activities.
• Delivered a new customer experience to Confidential customers through continuous implementation processes.
• Confirmed agreed upon messages and milestones by continual communication with senior leadership, creating clear line of site for program activities.
• Assessed team velocity, and capacity by actively participating in monthly sprint review meetings, leading to highly accurate sprint planning sessions.
• Served as Rally Software Administrator, creating custom reports and applications through understanding of portfolio and project management practices. Developed numerous one off reports, showing team progress and productivity.
• Increased team efficiency by providing training for Rally software to PM’s and engineering teams.

Confidential

Project Manager

Responsibilities:

• Increased the PMO’s efficiency and product time to market by coaching and mentoring project managers in Agile best practices.
• Established a new process for managing and maintaining project dashboards through an automated system which reduced the time needed for PM’s to update documentation manually and in multiple locations.
• Worked on a small core team of PM’s to halp define and refine the goals, deliverables, and expectations of the PMO which led to a higher level of maturity within the organization and clearly proved the PMO’s value.
• Created and monitored detailed project plans, ensuring all projects delivered on time, within scope, and on budget.
• Met stakeholder expectations by utilizing project management planning templates and best practices.
• Managed multiple strategic projects simultaneously leading to clear and consistent communication to all stakeholders.
• Created business ‘change agent’ team, leading to more efficient and frequent feedback on development work to project team.
• Reduced project risks through use of Six Sigma processes, including DMAIC and SIPOC.
• Facilitated effective requirements gathering by acting as BSA (Business Systems Analyst) when needed.
• Served key role on Business Technology Initiative Management PMO team, managing multiple cross- divisional resources, determining priority of existing projects in PMO pipeline and reviewing business and budget plans.
• Assisted lean process facilitator for special business technology initiative management projects, reducing documentation and handoffs while increasing PMO productivity.
• Transitioned large scale projects from Waterfall, successfully to Agile methodology.
• Played role of ScrumMaster as Vanguard migrated project methodologies to be more flexible and adaptive.
• Performed numerous upgrades of operational software including InvestOne and SSR/TLM
• Collaborated with senior manager on daily operations of team comprised of 10 Fund Accounting professionals. Assisted in accounting efforts for numerous fixed income funds including derivatives and convertible securities.
• Developed team members through targeted training sessions.
• Mentored and supported team members by performing biweekly “1 on 1” sessions.
• Performed supervisory duties such as delivering mid-year and year end appraisals as well as halping associates build out their yearly development plans.
• Ensured accuracy and minimized manual inputs by updating critical fair value pricing system.
• Supervised all daily fund accounting processes and verified all associated work, reducing pricing errors.
• Recommended solutions on team’s dashboards, developing several process improvement suggestions.
• Partnered with team members, creating clear personal goals, increasing performance and synergy.
• Successfully priced over 100 mutual funds on a daily basis under extreme time constraints utilizing the InvestOne software