SUMMARY:

• 18 Years Progressive Experience as an IT Sr. Business & Enterprise Architect, Business and Technical Project/Program/Product/Portfolio ManagerA self - starter, entrepreneurial, team-spirited, multi-disciplinary and solution-focused professional seeks a position where highly diverse, industry-technical knowledge, combined with strong business, strategy, competitive intelligence and technical acumen can contribute to organizational goals and objectives.
• A high energy leader who has extensive experience of working on strategic, concurrent, complex, at risk, in political environments and large scale business/technology project portfolios at different stages in their lifecycle and leading cross-functional/organizational, multi-platform, multi-vendor, geographically dispersed teams.
• Rounded IT background with experience in enterprise & solution architecture, business capability development, predictive analytics, business intelligence andenterprise data warehouse, application product development/upgrades/mergers/de-mergers/implementations/customer migrations, application/software development, multi-application integration/data exchange, conversion/migration, re-architecture, data quality/lineage/metadata management, IT Strategy/roadmap/software evaluation/feasibility studies, Data/Metadata/Cloud Governance on large scale global initiatives on strict timelines.
• Demonstrated expertise in using customer research, financial modeling and quantitive analysis to create and guide business decisions; leveraging business views to identify and articulate business issues, functional interdependencies, redundancies, and improvement opportunities to improve complex processes; influencing skills to decision-making; ability to navigate and build strong relationships in large, complex organizations; competent in building and fostering cross-functional relationships with business, operations, compliance, audit, risk and IT.
• Qualified in business/IT strategy, product lifecycle management, operations, alliance development, legal reviews, globalization, mergers, enterprise architecture and program/portfolio management, vendor selection/management, cost reduction/efficiency identification and selection of appropriate methodology/methods development.
• A change management specialist who is capable of reviving a project despite initial unfamiliarity on the business side with a history of success.
• Applying specific and unique methodologies and frameworks to each individual initiative, creating an effective life cycle to support client’s business goals.
• Business subject matter knowledge in Biotech/Pharmaceutical/Healthcare Insurance, Banking, Investment Management lifecycle, Transfer Agency, Mutual Fund distribution, Global Fund Transfers, Mortgages and Manufacturing.
• Accomplished complex programs successfully for IT Strategy, Enterprise Architecture, Legal Risk & Compliance, Operations, Technology, Custody, Treasury/Finance/Budgeting and Marketing & Sales.
• Enterprise & Business Architecture
• Business/Enterprise ArchitectureTechnology Assessment/Evaluations
• IT Strategy Evolution RoadmapGo-to-Market Strategy
• Data & Cloud GovernanceProduct Lifecycle Management
• Project/Program Management & Business Analysis
• Business Change Management Budgeting (RACI), Cost-Benefit & Expense Mgt
• Operating Model DevelopmentBusiness Process Re-engineering (BPR)
• Business Case Development/Benefit RealizationJoint Application Development (JAD) & Interviewing
• Component Business ModelingEnd-to-End Application Re-Architecture
• Business and Functional RequirementsApplication Testing Strategies
• Cost Analysis and OptimizationAnalytical and Statistical Proficiency
• Business Intelligence/Analytics Business Portfolio Management
• Competitive Intelligence & ViabilitySLA’s & Legal/IP/Trademark Development
• Regulatory and Code Compliance Vendor Selection & Management
• Efficiency and Productivity Enhancement Project Sequencing and Risk Management (RAID)
• Total Cost of Ownership (TCO) Staff Supervision, Mentoring and Leadership
• Activity/Use-Case/Class Models Business Process Modeling Notation (BPMN)

TECHNICAL SKILLS:

Methodologies: Agile, SDLC, PMLC, DMAIC, RUP, Ralph Kimball, Zachman/TOGAF, BOST, Jaap Schekkerman, Frameworks ProprietaryVendor Selection, PMP Certified, Project & Program Mgt Methodologies, (PPM)Dan Linstedt (Data Vault 2.0), SOA-SOAP/REST/SCA/SDO, ESB, CI/CD, EAI, SaaS & PaaS, Data Exchange & SWIFT, FIX, ISITC, NACHA, CHIPS, MISMO, HIPAA, HL7 & HIE, UCD, FIBO, ICD-10, FDA CFR Regulatory 21 Part 11, FNMA/HUD/FHLMC/CFPB, CCAR, FRY14Q, AML

BI: Qlik Sense, Tableau, Business Objects, Cognos, Power BI

Business Analysis: MS- Projects/Visio/Office, MEGA, Smartsheets, HP-ALM, JIRA, Confluence, UML, Rational Rose, ClearCase & ClearQuest, Sharepoint, Doors, PVCS

Data Management: SAP BW/Hana, Confidential IGC, Informatica (Metadata Manager & Data Quality), Ab Initio, Hyperion, Data Stage, Websphere, Bancware ETL, Mulesoft, Data Junction, Analytixds DS, Tivoli, ILog

DB’s: Big Data-Hadoop HDFS, NoSQL, Teradata, MongoDb, Oracle, DB2, SQL Server

Technologies: Big Data, JSON, AWS, Java,.Net, DataVault 2.0

Software: SAP FICO/MM/SD, Charles River Trading System, Salesforce.com, Viva, Bloomberg, APL, Thomson-Portia, Advent-Geneva, SS&C Recon, IMS West, GoldenSource, Pivotal, GlobalOne, Trema, FXall, FX Connect, SSB Financial Sockets, Trade Web FIX, Realtick EMS, Factset, Omgeo, DST TA2000 & Vision, Politzer & Haney-Cash Manager, EMPOWER, Powerseller, IRIS, Audit32, VISION, Oracle Applications/EBS, SalesPage CRM, Satuit CRM, Peoplesoft, Confidential IGC/Metadex

PROFESSIONAL EXPERIENCE:

Confidential, Waltham, MA

Technology Project Manager & Business Architect (Consultant)

Responsibilities:

• Lead the Assessment, Strategy with Options and Recommendations, Roadmap, Enterprise Reference Architecture, Solution Architecture, Planning and cost estimates for their complex (69 DB’s & over 114 external data feeds including Viva & Informatica Cloud) Commercial Data Environment (CDE) migration to AWS including cloud program value realization, cloud governance and business change management and adoption
• Created a strategic plan in action, which evolved Confidential Global IT organization and help them be AWS Cloud ready. Partnered closely with other infrastructure towers (Platform, Network, Database and Information Security) to ensure Confidential a solid foundation upon which to build out Cloud deployments.

Confidential, Wilmington MA

Enterprise Solution Architect & Project Manager (Business & Technical Consultant)

Responsibilities:

• Lead a cross functional team to deliver a complete program of foundational improvement, operating in the finance space with many constituents, high complexity, with a large number of resources and some organizational change issues.
• Constituted and ran the Confidential with 8 CFO’s & IT representation reporting into the CFO of Americas and VP of Finance respectively.
• Managed 15 teams across North & South America and Europe, interviewing over 70 Business and Technology leadership resources across the regions.
• Developed and delivered within the project plan, gathered requirements at the finance function level with 30+ data identifiers and +21,000 data points detailing over 756 processes, 550 xls taking ~1430 hrs/mth. Created complex process diagrams capturing corporate, BU, country & region consolidation processes
• Studied & assessed the technology landscape for Confidential & LATAM that included 4 SAP ERP instances, 3 SAP BWs, 3 other ERPs, Peoplesoft, Salesforce.com & 90 applications.
• Developed the IT Strategy & delivered the Study’s recommendations with options that addressed gaps including re-architecting the data flow from point-to-point architecture to SOA/ESB utilizing Automation tools addressing Single Version of truth, Data Quality, Data Integration, Data Lifecycle Automation (S2T Mapping, code & testing automation) & Data Lineage in a multi-cloud/private cloud environment
• Developed the Enterprise Reference Architecture, Business Architecture, and technology, design and engineering patterns, Enterprise Blueprintand Solution Architecture
• Identified and assessed 14 Vendors based on technical functionality, architecture fit and TCO for selection with over 180 criteria’s including S/4 Hana, Qlik, Jitterbit, R4Apps, Talend, Seeburger, Business Objects etc.
• Worked with portfolio and global enterprise stakeholders, and instituted enterprise standards and objectives
• Lead Program Increment (PI) Planning and Pre-Planning, System and Solution Demos, and developed the Architectural Runway in support of Features/Capabilities.
• Developed the resource estimates and secured budgets approvals in 4 different categories for execution

Confidential, Boston MA

Director of Client Engagement (Business & Technical Consultant)

Responsibilities:

• Developed the Architecture of the next generation Unified Enterprise Data Lifecycle Management, Governance, Data Quality and Automation platform.
• Worked with C-level to develop the repositioning and rebranding of their software products, solutions marketing, marketing communications and best practices collateral.
• Directed Graphic Designers/Illustrators to develop Marketing collateral including infographics, professional services offerings and self-explaining video animation
• Developed business development strategies and engaged with prospective customers.
• Helped clients set the strategic direction for how to use data, both, internally and externally
• Driving ownership, management and delivery of solutions to business clients and helping establish a robust vision for growing their internal data science capabilities
• Identified and enabled compliance with Confidential ’s FIBO standards (Financial Industry Business Oncology)
• Developed the Professional Services Implementation Practice and ran product implementations
• Published White Paper on Unified EDM - brings together all of the elements, from Data Governance, Metadata Management & Data Lineage to Data Quality, Data Mapping, Enterprise Data Lifecycle Management (EDM) Data Vault 2.0 andAutomation.

Confidential, Weston, MA

Sr. IT Project Manager (Technical Consultant)

Responsibilities:

• Lead the integration & Architecture Enhancements of the two Commercial IT data warehouses delivering a 3rd Batch for APAC, historization, Slowly Changing Dimension Type 2, Unmapped & State and Source capabilities.
• Concurrently, Program Managed 2 other high-risk projects to mitigate risk (inter-program dependencies) working with 5 Technical Architects.
• Lead multiple projects including the Telephony Analytics effort for data migration and business intelligence reporting for the US business unit.
• Conceptualized and lead IT Strategy efforts with (1) Data Warehouse Automation Product Evaluation & Vendor Identification- with Business & Logical Solution Architecture, (2) Enterprise Release Management and (3) IT Resource Management Automation (across lifecycle for budget and allocation management).
• Worked with Enterprise Architecture, Solution Delivery, TCOE, Support and IT Functional Lead.
• Managed a portfolio of projects working with vendors among others to select and onboard consultants including Qlik View/Sense, ETL and Business System Analysts.

Confidential, Dorchester, MA

Sr. Implementation Program Manager (Consultant)

Responsibilities:

• Lead the requirements, architecture, and implementation, Testing/UAT & for SHUSA -Santander Holding and SBNA (entity) for the implementation of end-to-end data lineage enablement for 2 CCAR schedules (Comprehensive Capital Analysis and Review using IBMs Information Governance Catalog and Compact’s Metadex tool
• Instituted the Governance Council for the PoC with 2 CDO’s managing about 90 resources across SHUSA, SBNA, AML, Produban, ISBAN, Enterprise Architecture, IT Risk and Compliance and Argus across Boston, Mexico, NY and PA locations.
• Developed the architecture for the holding bank and its 5 subsidiaries, and maintained the Project Plan (CART reporting)
• Developed the Best Practices & error resolution processes and implemented effective and consistent change management procedures embedding data lineage tasks into the SDLC process.
• Executed the project timely, managed scope and profitably ran the fixed cost initiative with 5.2 full time resources.

Confidential, Boston, MA

Manager, Origination Solutions (Consultant)

Responsibilities:

• Drove development, configuration and go-to-market of packaged solutions for the mortgage origination vertical for document and content management.
• As Resident SME in Business Solutions - collected market requirements, analyzed FNMA/HUD/FHLMC/CFPB guidelines and developed compliant Mortgage Origination forms/templates as well as its inventory.
• Developed the universe of global field name/descriptions/metadata with MISMO/UCD standards to support compliance.
• Participated in sales demos, usability/UXD sessions and developed new user functionality requirements for platform enhancement and implementation. Managed offshore resources.

Confidential, Smithfield, RI

Project & Product Manager (Consultant)

Responsibilities:

• Put in place the business oversight and structured Project Management approach towards managing the initiative with 6 workstreams - over 40 Business SME’s across Legal, Risk & Compliance (LRC), Marketing, Service Model, Operations, Attorney Referral, Financial Consultant readiness, and coordinated activities with the Technology PM that comprised a team over 45 resources.
• Developed and maintained the Project Management artifacts including Project Governance & Team structure, Project Plan, RAID, Action Items list, and presented the weekly Project Scorecard to the Confidential .
• Identified use of hybrid-agile as the methodology for implementation and development of service blueprint (Current & Future State customer experience), product roadmap, prioritized functionality list and user stories as key deliverables utilizing rolling wave approach that enabled UXD and content review by LRC.
• Accessed impacts on the business operating model and developed key business solution architecture components by identifying integration opportunities with existing applications such as Siebel/Salesforce, Insight, Content Management System, Customer Profile Db, eMoney, ViewPoint, Focus Point and 3rd Party mapping solution.

Confidential, Weston, MA

Co-Founder and Product Manager

Responsibilities:

• Developed the corporate legal structure (operating agreements, assignment of rights), corporate business strategy - go-to-market and product definition/roadmap/positioning/strategy including feasibility study - addressable market size, competitive market analysis, revenue model, pricing, corporate branding/design, legal and regulatory requirements for FDA approval for software as a medical device/510k/GCP/Validated software with 21 CFR Part 11 technical controls, CMS provider enrollment & certification, AMA certification for CPT Screening codes, Safety and Benefit-Risk Management (SABR), leveraging PQRS data for addressing next generation co-morbid conditions, safety & benefits of solution among others.
• Analyzed, designed and developed the IT platform (SOA & cloud) with a combination of in-house developed and outsourced infrastructure for the physician, healthcare insurance, diagnostic lab and pharmaceutical company data exchange and including integration with EMR/PMS’s, compliance with HL7 & HIE standards, with Revenue Life Cycle management functionality.
• Utilized Zachman Framework, SDLC & Agile methodologies.
• Worked with R&D and executed corporate legal contracts with universities for research initiatives, alliance partnerships and vendors including enabling 2 complex Patent filings and one trademark. Managed SBIR funding compliance requirements.
• Established & monitored enterprise deliverables, delegation of activities/projects/timelines, budgets and vendor management including for IT, R&D and Medical Affairs. Ran the Confidential meeting with Sr. Executives, driving the agenda to meet milestones.

Confidential, Sharon, MA

Co-Managing Director

Responsibilities:

• Responsible for Program Management, Product Strategy & Development.
• Managed 6 teams/departments with responsibility for over 240 resources including Marketing, Sales, Relationship Management and Customer Service.
• Lead production with new product innovations, introductions and certifications at customers and lead the engineering department to re-focus company on higher value complex products. Identified cost, operational inefficiencies and improvement opportunities to introduce re-alignment of processes and engineering changes to reduce scrap.
• Ran the weekly Confidential meeting with Sr. Executives, driving the agenda to meet milestones.
• Replaced and recruited talent, filling key roles missing before and to align with strategy and enabled implementation of role/responsibilities, assignment of Key Performance Areas/Indicators (KRA/KRI) along with Pay-for-performance salary appraisal and bonus criteria’s.
• Responsible for launching the company’s presence in North America.
• Contributions credited with include getting company to profitability.

Confidential, Newton MA

Sr. Product & Program Management (Consultant)

Responsibilities:

• Responsible for managing 12 internal WorkStream Leads/PM’s; coordination and program management with Confidential for a cumulative of about 130 resources.
• Turned the behind schedule and over budget initiative to successfully launch at the October User Conference with 3 beta customers.
• Structured & re-aligned the Program starting with a comprehensive review and followed up with defined deliverables, action items for each WorkStream using a combination of Ralph Kimball, SDLC and Agile Methodologies to align deliverables to meet program milestones by being the cohesive force to ensure tandem orchestration of the program.
• Developed and managed the program/project plan, project charter, program strategy & agenda, artifact development and approval, PoC execution plan, hardware & ops maintenance & management policy, Program Status Report to the Core team (program sponsors) on a weekly basis, along with the WorkStream leads (PM’s). Strategically accessed and identified risk mitigation techniques; issue identification & resolution along with being the cohesive force to ensure tandem orchestration of the program.
• Ran the Weekly Confidential meeting with Sr. Executives, driving the agenda to meet milestones. Organized and facilitated all day on-site Requirements, Design and QA Reviews, Issue resolution, and PM meetings. Identified and articulated business issues, functional & integration interdependencies, redundancies, and improvement opportunities
• Intricately involved with the details of the Payor MPA solution with Technology/Architecture (Datastage, Cognos 8.4BI, ILoG - Jrules/Eclipse, DB2, Tivoli, Infosphere), Hardware & Operations, Internal training, Implementation Services, Support, QA/UAT, Sample Data, Product Documentation & Product Training, Legal - copyrights & 3rd party tools and User Interface design.

Confidential, Boston, MA

Project Manager (Consultant)

Responsibilities:

• Developed the system architecture workflow and operational process model for the Reference Data Golden Copy for pricing data that interfaced with over 36 data feeds and 14 different target systems supporting Equity, Fixed Income, Foreign Exchange and Derivatives

Confidential, Boston, MA

Sr. Project & Program Manager (Consultant)

Responsibilities:

• Responsible for managing multiple concurrent initiatives
• Lead the artifact development of business case, cost/benefit analysis, 5-year Total Cost of Ownership (TCO), risk assessment, contingency planning and project plans with interdependencies for front and middle office functions.
• Post-Trade Settlement re-architecture & vendor selection for Equity, Fixed Income, Foreign Exchange and derivatives that involved integrating six applications.
• Made the case for leveraging SWIFT for Reconciliation and Corporate Actions there by extending STP.
• Evaluation of over 60 vendors based on functionality, business and technical architecture, cost, and vendor viability for selection and implementation for Execution Management System (EMS) Realtick, FX Connect/GTSS, Factset feed enhancement, Satuit CRM globalization and FIX network replacement to TradeWebFIX. Accomplished the business architecture in alignment with the enterprise architecture to enable process re-engineering to support intra-day pricing for trading & operations applications
• Identified trading tools that enhanced execution capabilities such as Event Monitor, ITG-POSIT, SSB Financial Sockets, Pulse trading etc. and made the business case for their use.
• Developed the End-to-End Strategic IT architecture and globalization strategy with key strategies for Trading Systems, Post Trade Settlement and Sales Systems working closely with COO and Head of IT & Sales.

Confidential, Boston, MA

Sr. Project Manager (Consultant)

Responsibilities:

• Conceptualized requirements selection criteria using a structured evaluation framework leveraging quantitative scorecard system for eight candidate software applications.
• Key point person in the selection committee, mapping, prioritizing, and weighing requirements, and analyzing vendors’ offerings against these requirements.
• Worked closely with 11 key resources in IT, including BA’s, Architecture, Infrastructure, Audit and Purchasing, along with over 21 senior resources in the Sales and Distribution business department.
• Developed and managed the Project Plan, the evaluation’s Report of Findings, Proof-of Concept scenarios for vendors, Total-Cost-of-Ownership, System architecture, Business Case and Business Architecture and Requirements.
• Developed the enterprise data warehouse strategy (leveraging SOA) to augment reporting needs that could not be met via the current system, Eagle Pace.

Confidential, Franklin, MA

Program Manager (Consultant)

Responsibilities:

• Supervised 17 Project Managers and over 120 resources, at seven locations, and in 39 work streams at different stages of the project lifecycle in Phase I and II. Accomplished the turnaround of the Program by leveraging SDLC and RUP methodologies.
• Structured and re-aligned the Program with a comprehensive Program review and followed up with defined deliverables, action items and key milestone dates. Developed and managed the Program/Project Plan, completion of comprehensive Business Requirements and System Specifications, development of Test Strategy and Plan, Infrastructure requirements, creation of Disaster Recovery Plan, reprioritization of tasks through demonstrate phase, and analysis of defects and process improvements to mitigate risk. Utilized RUP and SDLC methodologies.
• Ran the weekly Confidential meeting with Sr. Executives, driving the agenda to meet milestones.
• Facilitated all day on-site Requirements, Design and QA Reviews, Issue resolution, and PM meetings. Proactively identified and achieved in excess of $175,000 of additional revenue for the client.