SUMMARY

• I am an exceptionally talented Project / Product Manager with over fifteen years of professional experience primarily in Financial Planning and Analysis (FP&A), Investment Management, Capital Markets in Financial Services and risk management in Insurance Industry.
• I have strong experience in multi - million-dollar projects in fast-paced environments by providing support in cross-department on annual budget, cost calculation, and budget allocation between operational efficiency, automation, digitization, and data warehouse projects.
• Proficiency in Integration, Scope, Time, Cost, Quality, Communication, Risk and Stakeholder Project Management Knowledge Areas.
• Highly experienced in financial reporting tools and financial planning & analysis processes (Forecasting/Budgeting and alignment with Actuals)
• Expertise in project management in the fields of data warehousing, database design, strategic planning, business process analysis areas and SDLC (Waterfall/Agile-Scrum) / Project Management principles such as the creation and management of project proposals, detail project charters, project plans, cost-benefit analysis, WBS, RACI, RAID and management status reports (Scorecards, Hydras and Portfolios) by supporting both business and technology groups.
• Expertise with enterprise finance transformation projects, General Ledger (GL) transformation, FP&A, process management & improvement, automation, and new products and web- application implementations.
• Strong background in multi-dimensional reporting design (e.g., Trail Balance, P&L, variance analysis, Expense/GOE, Allocation (Pre vs. Post), Balance Sheet/GAAP, NLI, Net Investment and external financial supplements).
• Experience working in a Waterfall and Agile development environment using SCRUM in SAFe framework and utilizing JIRA.
• Strong Knowledge and Hands-on Experience on SAP solutions such as SAC (SAP Analytics Cloud), BPC (Business Planning and Consolidation) and Analysis for Office (AO)
• Demonstrated knowledge of creation and managing of project proposals, SOW (statement of work), job description, business cases, work orders, cost-benefit analysis, project charters, WBS, and project plans.

TECHNICAL SKILLS

• MS Project - Office - Visio /Access 2010/ MS Suite
• SDLC (Waterfall
• Agile -SCRUM)
• UML Diagrams
• Clarity
• JIRA
• Rally / HP ALM
• Cognos BI
• Essbase
• MS SQL Server 2005/TOAD
• SharePoint / SnagIt

PROFESSIONAL EXPERIENCE

Confidential - New York, NY

Sr. Project & Product Manager

Responsibilities:

• Managed projects from initiation phase through planning, designing, developing, testing and deployment by using Agile Methodology with SAFe Framework on Jira.
• Facilitated scrum ceremonies, including, scheduling and facilitating daily stand-ups, guiding team through backlog grooming, leading retrospectives and working to resolve impediments.
• Handled overall management of resources, tasks, and budget of FP&A transformation projects.
• Managed product backlog and communicate with key business stakeholders on product build processes
• Managed sprint execution and product launches and collaborated planning, production releases, incident resolution and change management.
• Worked closely with scrum team, attending daily stand-ups and retrospectives, guiding team through backlog grooming, working with engineers to resolve impediments.
• Measured project performance by assessing deviations from the baselines (Scope, Schedule, and Cost) and maintained project budget and continuously monitored budget estimations.
• Coached and led Agile practices to Delivery teams, promoting a delivery mindset and a focus on shipping.
• Ensured backlog items are properly and fully defined prior to acceptance into a sprint.
• Proactively identified and removed blockers, analyzed metrics to identify and implement improvements and communicated dependencies and potential risks
• Provided sign offs on new product/functionalities before product release.
• Capture signed off UAT test cases in Confluence for internal audit checks.
• Coordinated with senior management, key business process owners, and team members to set expectations, deliverables, and objectives.
• Lead steering committee meetings; created hydras and status decks for the key program stakeholders.
• Worked with external consultants and coordinated with offshore teams and maintained RACI & RAID & Query logs

Confidential, Bloomington, IL

Project Manager

Responsibilities:

• Used both Agile Methodology with SAFe Framework and Waterfall methodology for different projects.
• Created project proposals, SOW, project charters, business cases with detailed cost-benefit analysis.
• Created the detail Project Charter by collaborating with the senior management of the Controls Room business and technology communities.
• Created and maintained WBS and project plans, and worked through executing, monitoring/controlling and closing of the project management process groups (Application Development/QA team).
• Handle the financials of multiple projects, each budgeted more than $2M.

Confidential, New York, NY

Program Manager

Responsibilities:

• Provided leadership to manage multimillion dollars projects: migration, operational efficiency, enhancement projects.
• Provided a framework for project’s activities in confluence to set milestones and keep the vision clear.
• Enforced timelines, coordinated internal and external resources, conducted project governance.
• Ran weekly Product Backlog Refinement calls with LOBs to prioritize application enhancement items.
• Created Kanban board in JIRA for tracking LOBs projects in one view.
• Developed and executed implementation plans for multiple credit groups at different stages of project.
• Made the key regulatory attributes requirements operational by creating and executing regulatory compliance products and process implementations such as CCAR-Schedule H, Primary Source of Repayment and FSE in derivatives products.
• Defined and prioritized the program backlog in backlog grooming session and introduced project objectives at the team level
• Established features and benefit hypothesis, prioritized capabilities and enablers, accepted stories, and team increments, initiated story acceptance criteria and defined iteration goals.
• Used confluence to have the onsite and offshore teams integrate and collaborate project artifacts and information, and assigned tasks via confluence and notified stakeholders.
• Worked closely with Asset Managers & Funds Credit Risk Team to get clear view on exposure of a client to help client to explore their investment strategies supporting them in ICRD which contains traditional mutual funds, private equity funds, hedge funds, and other types of alternatives.
• Worked with cross-functional teams on Product Development from planning, features, development, testing, deployment, and performance measurement such as Pre-Qualification facility types - build a rule set to systematically evaluate clients and facilities.

Confidential, Wyomissing, Pennsylvania

Sr. Project Manager

Responsibilities:

• Maintained MS Project to track the project and crated status reports for bi-weekly status meetings for senior management (Hydra)
• Coordinated with Business, Design, Development, Testing and Training teams and maintained RACI & RAID & Query logs
• Led project estimation process to develop Project Plan / Major milestones
• Managed the project life cycle from project kickoff through development, User Acceptance Testing support, deployment and launch with using Waterfall methodology.
• Hold accountable for ensuring that all the project deliverables are implemented on time, on budget, and within scope, to meet the expectations of the program/project stakeholders.
• Handle Contract, Invoice, and Vendor management. Evaluate the project progress (actual vs planned).

Commerce, Kansas City, MO

Project Manager

Responsibilities:

• Created the detail Project Charter by collaborating with the senior management of the Controls Room business and technology communities.
• Developed reporting dashboards and enhance existing dashboard within the Controls Room application to support data aggregated from the new FORCE application.
• Firm-wide LOB Score Card; Manager Score Card generation time was reduced from 24 hours to 15 min. Risk Event Reports generation time was reduced from 15 hours to 10 min.
• Handled overall project coordination including management of resources and tasks. Created and maintained WBS and project plans, and worked through executing, monitoring/controlling and closing of the project management process groups
• Worked with AD Leads to analyze and develop conceptual design of system components, ensuring high-level design -including architecture requirements.
• Actively managed the scope of business requirements while keeping the focus on project benefits and measured project performance by looking for deviations from the baselines.
• Led Scrum calls of AD (onshore and offshore) teams on a daily basis to get resource statuses in order to track down WBS tasks during CUT, SIT, UAT phases and updated Project Plan with statuses.
• Created weekly scorecards for Controls Room Executive Directors.