PROFILE

Certified Project Management Professional PMP with eighteen years of diversified experience in project management, business analysis, financial analysis, business planning, and staff management. Innovative and persistent problem solver who thrives on challenges. Leverage business and technical experience to increase the value of the IT organization to the customer and company. Accustomed to a fast pace and multiple projects, understands competing agendas, and meets deadlines while consistently achieving objectives. Areas of expertise include:

• Project Management - Proven track record of managing multiple projects of varied complexity. Extensive experience with system development life cycle SDLC and PM-BOK principals. Firm but fair hands-on leader and coach, organized and thorough planner, and win/win negotiator dealing effectively with all levels of the organization. Possess outstanding interpersonal, analytical and communication skills. Strengths also include the ability to track details, identify and mitigate risks, and provide accurate and timely performance reporting. Types of projects managed include transaction-oriented, web-based, vendor integration, regulatory, business reengineering, and product rollout. Project tools used include MS-Project, HP PPM/Mercury, IBM Rational Portfolio Manager, SharePoint, and Wiki.
• Enterprise-wide Program Management Effective at overseeing multiple programs and projects, reporting risk and resource issues to management, facilitating management approval process, monitoring and managing schedule and cost performance for each project, and executive reporting.
• General Management Supervision Effective at developing a culture of learning and continuous improvement, establishing and enhancing best practice standards for PMO, providing training to project managers, providing project guidance, evaluating talent, team building, and providing leadership.

COMPETENCIES

PROJECT EXPERIENCE

Confidential

Program Manager / Engagement Manager

• Responsible for managing and providing leadership on internal operational projects not SDLC and client facing projects SDLC . Client projects have included web-site redesign, new functionality within an existing website, and new product/services stand alone and/or integrated .
• Manage program and project plans, drive action items to closure, and provide executive status to senior management.
• Manage all aspects and phases of each project's lifecycle depending on project methodology waterfall, agile .
• Responsible for facilitating requirement sessions with business and technology teams and documenting high level architecture with the technology leads.
• Manage project team, involving remote resources onshore and offshore

Confidential

Program Manager / Consultant

• Define and implement a single set of business processes for all human resource functions across multiple business units implemented on the PeopleSoft 9.1 platform.
• This involves re-engineering business processes to minimize differences between business units that currently exist and also minimizing customization currently implemented on the PeopleSoft 8.9 platform.

Confidential

Senior Program Manager

• Responsible for managing new Diabetes Program, a multi-million dollar initiative involving multiple deliverables. Deliverables include technology enhancements and new development to support sales and marketing programs, website enhancements, and benefit design changes.
• Managed system related projects within formal SDLC and CMI processes and procedures. Also managed non-system related projects for senior management.
• Provide status updates to senior management and successfully mitigate risks across the program in a proactive fashion.
• Facilitated and developed presentations for the overall strategy and implementation plan used to present to the Board of Directors and secure funding for this new initiative.

Confidential

Project Management Office, Director / Group Manager,

• Responsible for delivery of projects firm-wide. Responsible for over 50 programs / projects being managed concurrently. Portfolio has an average project budget over 500K, with many over 1million.
• The project goal is 90 of projects on time and on budget. In the first 8 months, project performance was improved from 70 to 78 . 2009 portfolio of projects were 92 on time and 94 within budget.
• Examples of projects include: Online Account Opening/Account Transfer, Online Periodic Asset Movements, Large Customer Conversions, Actimize Trade Surveillance Implementation, Enterprise Billing Reengineering, and Annuity Vendor Implementation.
• Created and implemented PM training curriculum and standard project plan. Improved project reporting accuracy / timeliness and escalation process / project oversight. Established 'one team approach' culture.
• Ensure standard processes are adhered to and all project teams are prepared for project audits. Improved performance from 70 to 98 compliance score across 40 programs in less than 12 months.
• Program manager for the system entitlement program for a large customer conversion. Includes projects involving standard file development and development of a new portal to allow financial advisors to view end client account information.

Confidential

• Responsible for delivery of reengineering projects for Margin, Retirements, Mutual Fund, Account Transfers, and Quality Office. On average there were 20 programs / projects with a total budget of 10 million being managed at one time.
• Examples of projects include: Asset Movement Program, PACE Retirement Program, Document Processing / Rendezvous Program, Service Level Scorecard, and Business Process Management tool evaluation.
• Responsible for oversight and prioritization of two common services: Non-Trade Rules Engine and Workflow.

Confidential

• Responsible for project delivery for the Margin, Retirement, and Account Transfer operations areas. On average there were 15 programs / projects with a total budget of 5 million being managed at one time.
• Examples of projects include: Asset Movement Program, Account Transfer, Account Services Day 2, Real-Time Margin, Document Processing Application Replacement, and PROM Nightly Checkout Automation.

Confidential

• Provided project management and business analysis on multiple projects. Examples are below:
• Asset Movement Processing System Retirement Products , Project Manager / Business Analyst
• The purpose of this project was to develop a MQ message based application to provide Pershing customers the ability to perform real-time contributions and distributions involving retirement accounts. This web-based, transaction-oriented system provided the ability to move assets via journals, checks, fed funds, and ACH.

Responsibilities: Defining an overall project plan, schedule and budget management, risk and issue management, conducting cost-benefit analysis, gathering business requirements, writing screen design and system flow requirements, point of contact with system analysts, documenting test scenarios, facilitating user acceptance testing, writing marketing materials and product guides, facilitating product rollout, and status reporting.