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Project Manager Resume Profile


  • Project Leadership / Business Operations / Financial Management / Team Leadership / Process Improvement / Process Automation
  • Project Management Executive with more than 16 years of experience in the financial services and medical industries. Have successfully managed over 15 projects ranging from budgets of 5K to 1M. Unique expertise in communication, team building, leadership development and conflict-resolution.


  • Creative Problem Solving
  • Data Coordination and Analysis
  • Staff/Client Training and Development
  • Error Detection and Reduction
  • Strong Communication Skills
  • Profit and Loss Analysis
  • Multiple Location Management
  • Process Automation
  • Medical Practice Management
  • Financial Services


  • Successfully launched Revenue Cycle Management Best Practices which generated significantly reduced loss on denied medical claims and Customer Retention and Growth Marketing initiative which increased revenue from cosmetic procedures. Increased profits by 75 , 320 , and 128 each quarter.
  • Initiated, planned and executed global Customer Relations Management and Collaboration initiative using QuickBase to collect, audit and prepare data to transition more than 1,000 Agents and over 100,000 cardholders from MasterCard to Visa.
  • Collaborated with executive team to develop and launch start up to generate multi-million sales annually with a 242 growth rate reaching 10 million in sales by its 4th year.



  • Led design and roll-out of multiple Process Improvement and Process Automation projects involving System Integration between Practice Management Software and Relational Database.
  • Planned, developed and executed Medical Claims and Excess Expense reduction.
  • Results: Increased profits by 75 , 320 , and 128 each quarter.


  • Developed and implemented data migration plan involving data extraction, scrubbing and formatting data for loading into new system.
  • Created MySQL Relational Database and performed Data Analysis, Data Verification, Data Validation, Data Translation using MySQL queries.
  • Focused teams on business objectives and tracked progress to ensure project milestones were completed on time and reported to Program Manager.
  • Results: Migrated more than 20 million records and transitioned more than 1000 Agents, 40,000 Accounts and 100,000 Cardholders from MasterCard to Visa without interruption to stakeholders.


  • Collaborated with executive team to develop start up.
  • Led design and implementation of accounting software and integration between vendor web portal, MySQL Database, Microsoft Access Database, and QuickBooks Accounting.
  • Prepared monthly Financial Statements and Data Analysis reports for Angel Funding Investment Initiative.
  • Audited and reported more than 500,000 in errors and omissions from initial Program Manager.
  • Results: 242 growth rate reaching 10 million in sales by its 4th year.


  • Designed Process Improvement and Automation plan for reconciling POS Point-of-Sale for 13 location Check Cashing store chain.
  • Implemented electronic filing of FinCEN Financial Crimes Enforcement Network and BSA Bank Secrecy Act compliance forms.
  • Created automated process and relational database for Bad Debt Collection
  • Results: Completely automated a paper/faxed based system to an electronic automated integrated management system. Uncovered employee theft of more than 40,000.


  • Created outsource Bookkeeping and Accounting startup specifically for the Check Cashing and Financial Services industry.
  • Prepared reconciliations for more than 14 Check Cashing companies and over 35 locations.
  • Prepared and managed automatic Payroll Processing for more than 40 employees using ADP and Paypro Software.
  • Managed Bad Check, Bad Debt collection.
  • Prepared CTR Currency Transaction Report and SAR Suspicious Activity Report .
  • Prepared monthly NYS Banking Department compliant reports.
  • Collaborated on Patriot Act Compliance Program for Check Cashing Employees.


  • Accounting Software: QuickBooks, Creative Solutions, Peachtree
  • Desktop Applications: Microsoft Excel, Microsoft Word, Microsoft PowerPoint
  • Database Applications: Microsoft Access Design, Microsoft MS SQL Queries, MySQL Queries
  • Project Management: Scrumwise, RallyDev, Intuit QuickBase, Zoho Project, Microsoft Project
  • Design Software: Microsoft Visio, Microsoft Publisher, Adobe Illustrator, Adobe Photoshop, Adobe Acrobat with Javascript
  • CRM Applications: Zoho CRM, SalesForce Automation, Sugar CRM

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