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Business Project Manager / Product Owner Resume

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Charlotte, NC

SUMMARY:

  • Scrum Master who successfully facilitates projects despite challenging time, resource, and / or budget constraints.
  • Projects include Application Development, Process Improvement, and Infrastructure Upgrades.
  • 28 years of Financial Services experience, including 20 years in Capital Markets and 6 years in Banking.
  • 3 years Agile experience as a Scrum Master and a Product Owner using Scrum, Kanban, and SAFe.
  • 9 years as a Business Analyst and 9 years as a Developer / Development Manager.

PROFESSIONAL EXPERIENCE:

Confidential, CHARLOTTE, NC

Business Project Manager / Product Owner

Responsibilities:

  • Created and groomed the Product Backlog using VersionOne for the SWIFT 2017 Message Type (MT) Standards Upgrade.
  • Wrote User Stories for testing Confidential ’s changes to Object Charlie to support the 2017 FX MT changes.
  • Walked through User Stories using WebEx.
  • Participated in Daily Scrum calls. Coached Team Members new to Agile.
  • Attended Quality Assurance (QA) Test Case Reviews.
  • Rolled off after successful UAT.
  • Dark Release pending 11/19/2017 SWIFT Go - Live.
  • Created and groomed the Product Backlog using VersionOne for the SWIFT Optimization (SWIFT Hub) Project to automate OFAC Sanctions Screening and Processing by FX Ops of Inbound SWIFT Payment Messages sent to the Confidential FX BIC.
  • Wrote all User Stories and Acceptance Criteria for the Phase 1, 3/2018, Go Live of MTs 101, 103, 202, 305, & 306.
  • Worked with the IT Scrum Master to create the agenda for, and to facilitate, the Kickoff Meeting.
  • Re-wrote the Project Charter and High-Level Business Requirements using Word to accurately define the deliverables.
  • Resolved issues in the pre-project MT 101 Process Flow design after consulting an FX Ops Subject Matter Expert (SME).
  • Conducted User Story Walkthroughs with the Delivery Team (Development and Quality Assurance) using WebEx.
  • Set Sprint 1 and 2 Priorities.
  • Accepted / Rejected Sprint 1 deliverables.
  • Participated in the Sprint 1 Retrospective.
  • Identified how to use VersionOne Import / Export from Excel to more quickly revise User Stories and Acceptance Criteria.

Confidential, CHARLOTTE, NC

Technology (IT) Scrum Master

Responsibilities:

  • Servant Leader of two time critical, high visibility projects on a three month Confidential Statement of Work (S0W).
  • Developed the Functional System Designs (FSDs) using Word, Visio, and JIRA for the:
  • Prime Automation (PA) Project to 1) accept Prime Customer USD and Non-USD Outbound Wires then display the SWIFT Message in the Operations Approval Queue (OAQ) for Verification / Margin Review / Approval and 2) send Intraday Status Tracking and Wire Details to PRSM for Client Review.
  • Supported recruiting and onboarding of new Development (Dev) and Quality Assurance (QA) resources.
  • Facilitated the daily Scrum (Standup) meeting with the Compliance and PA Dev and QA on and offshore teams with an Architect, 2 Dev Leads, 7 Developers, a QA Lead, and 2 QA Testers. Coached Team Members new to Agile.
  • Tracked / Resolved Blocking Issues using OneNote. Removed impediments for the Delivery Team.
  • Created the Process Flow Diagram using Visio for Outbound MT 202s and 103s from the Prime trading desk and the Algo and FISTS upstream systems through OAQ to the SWIFT Alliance Gateway (SAG); the Inbound 900 Ack / Nak Confirms from SAG to PRSM; and the Inbound MT 103s and 202s from SAG for OFAC Sanctions / AML Screens then upstream.
  • Obtained initial approval for the Compliance FSD then transferred to a Confidential Intern. Mentored as needed.
  • Completed the Prime Automation FSD for the 12/9/16 Pilot: conducted walkthroughs with Technology and Operations Stakeholders then obtained Business and IT approvals. Supported the Prime Automation Pilot Release on 12/9/16.
  • Responded to a critical OAQ Production Support Issue, contacting Dev Leaders after Support failed to respond.
  • Custom: Agile (Scrum) / Waterfall blend. Full Systems Development Life Cycle (SDLC). 1 Release.

Confidential, CHARLOTTE, NC, ATLANTA, GA, & NEW YORK, NY

Technology (IT) Scrum Master

Responsibilities:

  • Successfully delivered despite the unexpected absence of the Solution Architect / Dev Lead due to a Medical Leave of Absence granted as QA / UAT for Release 1 began by coaching a replacement Dev Lead.
  • Led Stakeholders and the Delivery team in planning / executing expedited Regression Testing of an application not identified as impacted during pre-project Code Review to deliver Release 1 on schedule.
  • Coached the Product Owner in building / grooming the Backlog using Team Foundation Server (TFS).
  • Supported the UAT Coordinator by explaining technical constraints to Stakeholders and by explaining Business Requirements to the Developers so the team could design an expedited process to generate production like data in the QA / UAT environment to enable signoff on schedule to meet the FINRA deadline.
  • Facilitated Sprint Planning and daily Scrum (Standup) Meetings.
  • Tracked / Resolved Blocking Issues using OneNote. Removed Impediments.
  • Requested and obtained Approval to Build. Managed Budget. Identified Risks and Mitigation Plans. Confirmed Issues and Resolution Plans. Reported Key Performance Indicators (KPIs), including Throughput, # of Defects, and Story Points, plus RAG (Red / Amber / Green) Status in Innotas. Presented Go to Green Plan to Senior IT Management as needed. Presented Status to Senior Business Management.
  • Opened Scope and Request for Change (RFCs) in Innotas for each Release. Presented to, and obtained approval from, QA Management and Release Management (RM) for Production Releases.
  • Collected all Project Artifacts and insured compliance with LPL’s Systems Development Life Cycle (SDLC) Templates and Sarbanes-Oxley (SOX) IT Approval processes. Maintained the SOX compliance report in Excel.
  • Also managed five Work Orders and Defect Resolutions through Production Release.
  • Provided SOX signoffs.

Confidential, Atlanta, GA

Technology (IT) Scrum Master

Responsibilities:

  • Servant Leader for an Agile Sales Effectiveness project which created a single Application Program Interface (API), previously considered by IT to be impossible, for Internal and External Sales.
  • Lowered defect remediation cost and shortened defect resolution time by identifying a significant number of defects in the mapping between the Unified and Regional XML (eXtensible Markup Language) XSDs (XML Schema Definitions) prior to deployment of the APIs to Quality Assurance (QA).
  • Supported the Delivery Team of one nearshore and two offshore teams with a Lead and 1-3 Developers per team.
  • Coached Team Members new to Agile.
  • Facilitated daily virtual Dev team and biweekly virtual Dev - QA team Scrum (Standup) Meetings.
  • Created the Business Requirements Document (BRD), Functional Requirements Document (FRD), and Usage Document (UD) using Word and Visio. Validated and obtained Product Owner approval of the BRD.
  • Led walkthroughs of the BRD, FRD, and three Technical Design Documents (TDDs) from Atlanta using Cisco WebEx / Lync in joint virtual meetings with three Development (Dev) and two QA teams in the US and India.
  • Facilitated daily virtual Dev team and biweekly virtual Dev - QA team Scrum Meetings.
  • Reported weekly accomplishments to Confidential and Confidential Senior IT Management.

Confidential

Business Project Manager (PM)

Responsibilities:

  • Led a Business - Development (Dev) near and offshore team which delivered two upgrades of the application used by Senior and Executive Management to support planning, risk mitigation, and execution of nearshore, offshore, and outsourcing transitions for all Lines of Business (LOBs) / regions.
  • Successfully negotiated with Technology (IT) to deliver an additional release in 2015 to support a strategic business initiative by phasing requirements so IT could deliver Critical To Quality (CTQs) earlier.
  • Introduced best practices including obtaining formal Stakeholder signoff of written Business Requirements Documents (BRDs) and publication of Meeting Agendas and Meeting Minutes.
  • Identified new automation / process improvement opportunities by working with the Business Project Management Office (PMO) to update the Business Process Diagram (BPD) using Visio.
  • Managed projects from scope definition through post production testing.
  • Guided the Business PMO in writing a BRD for the first release. Packaged and developed multiple Enhancement Requests into a BRD using Word for the second release.
  • Obtained Stakeholder approval of BRDs via email / phone calls.
  • Monitored User Acceptance Testing (UAT) and Go Live Status.
  • Facilitated weekly virtual meetings from Charlotte with the Business PMO and supporting Technology Development (Dev) / Quality Assurance (QA) teams in the US and India using Live Meeting / Lync.
  • Reorganized the Product SharePoint site to improve tracking of Status / Deliverables.
  • Reported Key Performance Indicators (KPIs), including Planned vs. Actual Hours and Overdue Tasks, plus RAG (Red / Amber / Green) Status to Senior Management.
  • Worked with an offshore Business Process Owner, onshore IT, and offshore Vendor representatives on a project to outsource management of subscriptions for Europe, the Middle East, and Africa (EMEA) staff or subscriptions from European publishers for all Confidential employees and consultants worldwide.
  • Identified a missed CTQ Phase 1 Requirement by documenting Current vs. Future State in a BPD using Visio.
  • Facilitated virtual meetings from Charlotte with the Business Process Owner, the Vendor in London, and the supporting Technical PM and Dev Manager in New York using Lync / Skype for Business.
  • Reported Key Performance Indicators (KPIs), including Planned vs. Actual Hours and Overdue Tasks, plus RAG (Red / Amber / Green) Status to Senior Management.
  • Participated in a three day offsite at the Confidential headquarters Executive Conference Center in New York to prioritize the 2016 CSPTI Technology Portfolio. Worked with the Business PMO and IT to confirm requirements and estimate budget for planned projects.
  • Custom + Package: Waterfall. Full Systems Development Life Cycle (SDLC). 2 Releases.
  • Coached five virtual PMP® Prep training sessions using Lync from Charlotte and Atlanta for employees seeking Project Management Institute (PMI®) certification through Confidential ’s Career Development Program.

Confidential, CHARLOTTE, NC

Business Design & Integration Analyst (BA)

Responsibilities:

  • Joined an employee team as the only consultant designing an eCommerce solution to replace 2 Vendor Cash Management packages used by commercial clients of Confidential & Confidential .
  • Facilitated in person Brainstorming and Requirements Gathering / Review sessions with key Treasury Operations Senior Management stakeholders.
  • Analyzed “As Is” vs. “To Be” processes.
  • Wrote and obtained Stakeholder signoff ahead of schedule for three Business Requirements Documents (BRDs) using Word to support Client Administration, Back Office Operations, and Audit.
  • Led virtual and in person BRD walkthroughs with key Treasury Services Stakeholders and User Experience (UX), Development (Dev), and Quality Assurance (QA) teams.
  • Identified gaps in the Reporting Request For Proposals (RFPs) by attending Vendor demos then analyzing product features vs Critical To Quality (CTQ) requirements.
  • Defined the Information Management Dashboard Functional Requirements Document (FRD) using Word. Refined Wireframes using Excel to reflect requirements. Obtained Subject Matter Expert (SME) approval.

Confidential, CHARLOTTE, NC

Business Senior Project Manager (PM)

Responsibilities:

  • Led team of 20 with three nearshore Vendor and three Confidential PMs to upgrade Ventyx’s Service Suite (SS) mobile Workforce Scheduling and Dispatching module to version 8.1.2 (9/13) and Advantage 4.0 to Customer Suite (CS) 4.3 Customer Information and Billing module (2/14).
  • Directly managed six Confidential BA teams with four Leads, five BAs, a BA / Trainer, and a SharePoint Admin / Technical Writer.
  • Completed Project Charter using Word. Coordinated “As Is” Process Reviews. Facilitated development of the Risk Plan and wrote the BA Communication Plan using Word.
  • Worked with the Confidential Technology (IT) Manager to develop the Schedule using Project.
  • Developed the City’s first Red Flag Program to detect fraud, manage credit risk, and protect consumer and commercial Personally Identifiable Information (PII) in compliance with the Red Flag Program Clarification Act of 2010. Worked with Confidential BAs and key Management Stakeholders including CharMeck 311 Managers. Obtained signoff from the BSD Manager and from the City Finance Department Attorney.
  • Designed and worked with the SharePoint Admin to implement key process improvements, including Dashboard reporting of Key Performance Indicators (KPIs), including Test Case and Defect Resolution Status, for Confidential and Vendor Management.
  • Facilitated weekly in person Confidential Core Team Meetings with the BSD Manager, the Technical Manager, the SS 8.1.2 PM, and the CS 4.3 - SS 8.1.2 Functional BA teams. Facilitated virtual Vendor meetings with Confidential Managers and the Ventyx PMs.
  • Directed development of the Go-Live Event Timeline using Visio.

Confidential, CHARLOTTE, NC

Technology (IT) Senior Project Manager (PM)

Responsibilities:

  • Kicked off the Unstructured Archiving Services project.
  • Developed and obtained approval for the Charter and Schedule using Word and Project.
  • Held in person review of the Charter. Re-evaluated feasibility. Project cancelled due to feasibly issues.

Confidential, CHARLOTTE, NC

Technology (IT) Senior Program Manager

Responsibilities:

  • Delivered solutions to Investment Fund Administration, Regulatory, Tax Operations, and Treasury.
  • Managed 1 - 10 Business Analysts (BAs) and Developers supporting Internal Applications and Vendor Packages, including Confluence Unity Workstation and CheckFree.
  • Developed and obtained Business and Technology Governance Management approval for an Agile process to complete Maintain & Enhance projects with minimal resources due to staffing constraints.
  • Successfully managed up to 35 simultaneous projects using the new process. Also filled the BA role on five projects.
  • Promoted 77 Projects, 8 Production Fixes, and 27 Crystal Reports to production in 19 months.
  • Projects were 1 week to 1 year in length and $1,500 - $125,000 in cost.
  • Set up Project (Budget / Resources) in Clarity / Open Workbench. Monitored Budget (Actual vs. Planned Hours).
  • Wrote and obtained Subject Matter Expert (SME) and Management approval for four Business Requirements Document (BRD) and five Technical Design Documents (TDDs) using Word and Visio.
  • Opened changes in Service Now. Presented changes to the Local Change Advisory Board (LCAB). Collected and submitted Sarbanes-Oxley (SOX) Compliance documents. Worked with Release Management Service Delivery to promote changes.
  • Sample projects promoted to production (P2P):
  • Calculated / Reported Standard Deviations for Global Investment Performance Standards 2010 - P2P 4/11,
  • Added Custom Benchmark Weights & IVA Benchmarks - P2P 8/11 & P2P 12/11,
  • Extracted Assets from the Depreciation System using SQL queries - BA & PM P2P 9/11,
  • Replaced six internal mainframe feeds with feeds direct from State Street Kansas City - P2P 4/12, and
  • Added Tax Year for OMNI OPAY back to the DI Hub & FDW - BA & PM P2P 6/12 & 8/12.
  • Developed bi-weekly Dashboard Report of Project Status using Word and presented in person to Fund Administration Management for ~ 40 Strategic and M&E Confluence Projects.
  • Received rate increase. Contract extended twice.

Confidential, CHARLOTTE, NC

Technology (IT) Senior Business Analyst (BA) - Test Lead

Responsibilities:

  • Enhanced the efficacy and efficiency of the Admin App Regression Test Script by redesigning the Test Plan to include standard Regression Testing following Release Specific Enhancement Testing as part of Release 3.10.
  • Revised Usage Stats User Guide using Word to reflect enhancements from Release 3.10.
  • Managed Scope & Task list for Release 4.10 of Admin App to prepare for the 1/11 Confidential conversion.
  • Defined Business Requirements using Word and obtained signoff from the nearshore Admin App Business Process Owner during in person meetings.
  • Developed Test Scripts and Test Cases using Word and Excel. Executed Scripts.
  • Managed User Acceptance Testing (UAT). Updated and obtained Business signoff for User Guide.
  • Entered and managed Change Requests in PAC2000 (Remedy) for Admin App and Usage Stats.

Confidential, CHARLOTTE, NC

Technology (IT) Business Analyst (BA) - Test Lead

Responsibilities:

  • Led User Acceptance Testing (UAT) for the implementation of a high visibility project which resolved an Office of the Comptroller of the Currency (OCC) and Internal Compliance issue by implementing a Privacy Event Management System (PEMD) to support risk mitigation of security breaches.
  • Identified a Critical To Quality (CTQ) defect not found using standard approaches by designing a Time Based, Role Based, End-To-End process to simulate production use over weeks / months within 1-2 day Test Cycles.
  • Improved defect resolution by developing and implementing a process for PEMD Development and Test teams to track defects in Quality Center (ALM) by project phase from identification to resolution. 77 defects identified in Phase 1. 34 tracked to resolution.
  • Developed SIT testing schedule. Developed Test Scripts using Excel, conducted End-to-End System Integration Testing (SIT), logged Defects into Quality Center (QC), and tested defect fixes. Supported UAT.
  • Contract extended from three months until Production Release.
  • Custom: Agile. Testing. 1 Release.

Confidential, CHARLOTTE, NC

Business Process Improvement Analyst (BA)

Responsibilities:

  • Worked with key ATA Operations Stakeholders to identify, document, standardize, and streamline Procedures using Word.
  • Developed the Schedules for Correspondence Standardization, Annuitization, and Customer Inquiry using Project.
  • Process Improvement.
  • Led the project which converted Gallatin, the investment management unit of Confidential, to the platform used by Evergreen, the investment management unit of Confidential .
  • Created Dashboard, Risk Log, Schedules, Status / Resource Tracking tools using Project, Excel, and Word.
  • Managed three Business Analysts (BAs) on two projects and two PMs on two additional projects.
  • Facilitated Requirements reviews with Stakeholders and SMEs, virtual for Gallatin Asset Management and in person with Evergreen Investments, for the Fixed Income, Desktop Conversion, and Compliance projects.
  • Identified Critical To Quality (CTQ) Requirements not met by CheckFree / Upstream for the Equity and Fixed Income projects to replace Macgregor’s Financial Trading Platform (MFTP). Reviewed gaps with Vendor representatives and requested revised Statement Of Work (SOW).
  • Rewrote then obtained Subject Matter Expert (SME) signoff for an Investment Management - Order Management (IMS - OMS) Business Requirements Document (BRD) using Word to address CTQ Requirements.
  • Streamlined conversion, reducing risk and lowering costs, by consolidating three projects into one.
  • Organized and stored artifacts on SharePoint team site.

Confidential, CHARLOTTE, NC

Business Senior Credit Risk Analyst (BA)

Responsibilities:

  • Joined the consultant team implementing SunGard’s Adaptiv system to comply with Basel II by monitoring Loan, Derivative, Foreign Exchange (FX), Securities Financing, and Securities Trading Credit Risk exposure for Treasury.
  • Ensured Acceptance Test validity by resolving a critical error in Test Cases from prior trading floor experience. Revised Test Plan and rewrote Test Cases using Word, Excel, and Visio for Aggregation, Limit Structure, and Loan Product Measures.
  • Executed Test Cases. Captured defects using SnagIt. Tracked defection resolution in TeamTrack.
  • Revised the Credit Risk Management policy for monitoring settlement risk on Securities Transactions, Exchange Traded Products, and Foreign Exchange.
  • Package: Iterative. Testing. Process Improvement.

Confidential, BIRMINGHAM, AL

Business Process Improvement Analyst (BA)

Responsibilities:

  • Completed Problem Resolution Specialist training for SunGard in Birmingham.
  • Identified critical business process flaws causing a significant backlog resulting in participant complaints and regulator concern through in person observation of Confidential Operations personnel in Denver and in Charlotte processing requests using PowerImage, SunGard’s workflow management tool.
  • Recommended business process changes based on analysis of the process to resolve issues.
  • Process Improvement.

Confidential, CHARLOTTE, NC

Technology (IT) Project Manager (PM)

Responsibilities:

  • Obtained Business and Compliance signoffs after completing the Business Requirements Document (BRD), the High Level Design (HLD), and the Low Level Design (LLD) using Word.
  • Identified a previously missed requirement to segregate BAC and competitor MBNA issued affinity card accounts which resulted in a $1 million budget increase for Know the Customer (KTC).
  • Led a Joint Application Design (JAD) which confirmed system impacts and designed corrections.
  • Developed Improve and Control Budget Forecast.
  • Also assumed the Co-PM - TDM role with an MBNA Co-PM for a project which merged client facing Small Business eAlerts.
  • Restored project from Yellow to Green RAG (Red / Amber / Green) Status.
  • Led virtual and in person Kickoff sessions to re-confirm Business Requirements.
  • Obtained Business and Compliance signoffs after revising and completing the BRD using Word.
  • Led the JAD to confirm system impacts.
  • Developed Improve and Control Budget Forecast.
  • Set up and maintained the two projects in Clarity.
  • Reported Project Status, including Key Performance Indicators (KPIs), such as Planned vs. Actual Hours and Overdue Tasks, to Senior Management in weekly virtual meetings.

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