Portfolio Manager Resume
NY
OBJECTIVE:
To secure a Project/Program manager position that enables use of my skills in leadership, management, strategy, quality and delivery.
EXPERIENCE SUMMARY:
- 11 years - Program/Program Management4 years - PMO and Methodology Specialist, Portfolio Strategy, Portfolio Lead, Portfolio Operations
- 7 years - IT & Business Background (Solutions Architect, Process Architect, Analyst, Developer)
- Industries - E-Commerce, Media, Publishing, Education Banking, Fixed Income, Wealth & Portfolio Management, HealthCare, Retail, Supply Chain
- Specialty - Management, Enterprise Transformation, Strategic Planning, Project Governance, Methodology, Lean, Six Sigma, PMO, Data, CRM
SKILLS:
Management: Portfolio, Project, Program, PMO, Delivery, Strategic, Process, Operational, Business Process Management
Strategic Management: Strategic Alignment, Formulation & Execution, Oversight, SWOT, Competitive Advantage, Roadmaps, Initiative Management
Portfolio Management: End-to-End Initiative Management, Portfolio-Vision, Strategy & Roadmap, Performance & Valuation, Governance
Program Management: Program Lifecycle Management, Financial Planning, Stakeholder management, Project Management Operations (PMO)
Project Management: Project Plan, Scope, Time, Cost, Resource, Estimates, Projections, Quality Assurance, Risk, Vendor Management
PMO: Project Governance, Quality Management, Resource Management, Budgeting and Financial Management, Performance Measurement
Operational Management: Operational Excellence, Lean, Six Sigma, Performance Metrics, Business Process for Sales, Marketing and CS
CRM: CRM Implementation/conversions, SalesForce.com (CRM, Service & Marketing), Sugar, BullHorn, MS Dynamics CRM, Confidential, SilverPop
Project Software: Microsoft Project, Jira, PPM (HP,KeyedIn,Daptiv), Application Lifecycle Management (HP), SmartSheets, SharePoint, Visio
Methodology: Agile, SAFe, Waterfall, Iterative, Specialty in methodology customization, coaching and optimization.
Cloud Computing: SaaS, Salesforce Cloud, Amazon Relational Database Service, Amazon Web Services (AWS), Cloud conversions
Data: Data Governance, Master Data Management, ODS, Data Warehouse, Business Intelligence, Reporting, Big data, Teradata
Risk, Audit & Compliance: Risk Management, Risk Model, SOX, HIPAA, Anti Money Laundering, IT compliance, IT Governance
EXPERIENCE:
Portfolio Manager
Confidential, NY
Tools: Used by PM & Methodology: MS Project, Iterative/Agile, SharePoint, MS Office Suite
Responsibilities:
- Principal Role Summary - Envision, strategize, lead various teams, manage communications, bridge Business-IT gap and deliver value
- Headed strategic planning & Transformation planning - SWOT Analysis, strategy development & planning, and criteria to measure success
- Created Enterprise level Roadmap and executed an aggressive Enterprise level portfolio Plan to deliver monthly integrated deliverables
- Ensured strategic alignment across internal budgets, vendors, key deliverables and executable plans
- Managed 3 external teams, 6 vendors and 3 internal teams; Reported to the CTO and managed communication with C Suite Executives
- Developed communication plans and methodology to evangelize the initiative and its benefit to the organization and to the customer
- Ensured transparency was applied to methodology transparency and clarity and addressing/escalating potential contention as necessary
- Delivered decisions to ensure the portfolio, programs and initiatives align with the company's investment, growth and business strategies
- Principal Role Summary - Drive solution to improve data quality, automation, achieve Target KPI’s and ROI
- Captured vision across C Suite Executives, ensured deliverables and investment are aligned to the CRM Strategy
- Developed alignment across various lines of businesses and departments on a common vision and strategy for CRM
- Partnered across all lines of business to ensure alignment on CRM capabilities, strategies and priorities
- Provided leadership and practical solving solutions to tackle operational, tactical and strategic risks, issues and opportunities
Sr. Program Manager
Confidential, NY
Responsibilities:
- Worked in the Enterprise Data Management team to empower business with programs and workstreams such as Business Mix Reporting, Data Quality, Data Lineage, Data Science, Social Listening, Brand/Product Line re-organization and Demand management and competitive analysis.
Tools: Used by PM & Methodology: MS Project, Proprietary PMO tools, SAP Hana, SAP By Design, SAP Data Steward, Waterfall, Iterative/Agile
Confidentia
Portfolio Strategy and Planning - Enterprise Data Management
Responsibilities:
- Developed an aggressive multi-year integrated program roadmap and release plan to iteratively deliver monthly integrated portfolio projects
- Led strategic planning process to facilitate, manage and document business planning activities and initiatives
- Delivered decisions to ensure the portfolio, programs and initiatives align with the company's investment, growth and business strategies
- Designed and implemented the outsource strategy to increase ROI, for the maintenance of the pipeline
- Led a global initiative with key business system owners, brand owners and product line owners for Brand/Product Line reorganization
- Facilitated complex virtual and linked teams across multiple organizational brands and product lines to provide operational excellence
- Planned and provided solutions to business and operational challenges and aligned
- Provided leadership and practical solving solutions to tackle operational, tactical and strategic risks, issues and opportunities
Program Manager
Confidential
Responsibilities:
- Managed data governance program that empowered business to leverage high quality BW data to conduct internal and competitive analysis
- Provided transparency to stakeholders by clean communication channels, a solid delivery platform and key business partnerships
- Led global cross functional teams across broad technical, business and brand disciplines
- Focused teams on business objectives, tracked progress to ensure project milestones were completed on time and on budget
- Responsible for project oversight, project status, project score cards, business cases and PMO compliance for selected projects
- Conducted assessments, implemented changes to ensure continuous improvement, led the development and implementation of project management standards and best practices to ensure proper prioritization and effective management of key IT projects
- Developed project artifacts, measurements to ensure professional delivery of projects according to PMO best practices and standards
Tools: Used by PM & Methodology: Microsoft Project, Visio, SmartSheets, Pivotal Tracker, SharePoint, Office 365, Office Suite, Jira, TFS, Agile, SAFe
Confidential
Program Manager/ Methodology Coach
Responsibilities:
- Conducted project audits in the Confidential to ensure projects are in line with PMO Standards and Methodology
- Strategically aligned methodology, processes and resources to deliver higher performance, quality and innovation
- Responsible for a corporate level Agile initiative and functioned as a Agile coach and mentor to other PM’s
- Planned and kicked off the program and Functioned as a Scrum Master for key projects to lead my example
- Provided operational excellence via Lean Methodology - analysis and removal of inefficiencies, waste and unnecessary overhead
- Created training modules for Project Managers and Delivery Leads; ensured Methodology aligned to the Enterprise Transformation strategy
Project Program Manager
Confidential, NY
Tools: Used by PM & Methodology: Microsoft Project, Visio, Office Suite, Keyed In (PPM), Scaled Agile, Iterative, Waterfall
Responsibilities:
- Worked with Portfolio Manager and Business Owner on Portfolio Roadmap, delivery strategy, cost strategy and risk strategy
- Used analytical, quantitative skills and data-driven approach to portfolio level solutions to gain competitive advantage
- Optimized portfolio level core operational processes make them efficient: Release Management, Support model and Production Turnover
- Achieved Operational Excellence via Lean Six Sigma - Enhanced quality by 53% and reduced defects by 39% within 3 month period
- Managed 3 separate teams and their Project Managers/Department Heads, functioned as a delivery lead for the SalesForce Program
- Planned project, scope, time, cost, quality, communication, integration, resources, work stream, milestones and schedules.
- Created a SOW’s, project plan, communication plan, resource plan, risk and release plans
- Built effective teams, led project team members to take necessary action steps to achieve the goals and objectives
- Built trusting relationship with the project sponsor, stakeholders, business and a matrix of teams and external vendors
- Identified and analyzed risk, successfully avoided, eliminated, mitigated risks via a strong risk management strategy
- Managed Quality Assurance, Internal UAT and external UAT and acquired Stakeholder signoff
- MHE CRM program and all its corresponding projects met and exceed quality standards, were delivered on time and on budget
- Managed daily scrums, sprints, Backlog refinement sessions, Sprint Planning Sessions, Daily Stand Ups, and Retrospectives
- Created daily, weekly and monthly status reports for project team, stakeholders, various business teams and senior management
- Successfully managed project, issues, conflicts and prevented potential risks from becoming issues
HIX - Program Manager
Confidential, NY
Tools: Used by PM & Methodology: Microsoft Project, Visio, Office Suite, HP (ALM), HP (PPM), HIPAA, Waterfall/Agile(Scrum)based on project
Responsibilities:
- Created project charter, project plan, resource plan, schedule, contingency plan, risk plan and several project management artifacts
- Planned project, scope, time, cost, quality, communication, integration, resources, issues and risk
- Organized daily scrums, sprints, reported weekly, monthly status for management and senior management
- Built trusting relationship with the project sponsor, stakeholders, business and a matrix of teams and external vendors
- Built effective teams, led project team members to take necessary action steps to achieve the goals and objectives
- Provided work direction and leadership to assigned projects, including scheduling, assignment of work, and review of project efforts
- Successfully managed project, issues, conflicts and prevented potential risks from becoming issues
- Identified and analyzed risk, successfully avoided, eliminated, mitigated risks via a strong risk management strategy
- Manage entire HIX Program for IT, cross functional team managers and related staff
- Worked with partners to develop and drive solutions, business case development across functional groups
- Ensured that EHDW’s projects were constantly aligned with the program's objectives by and deliverables
- Emblem’s biggest government program, met highest quality standards and was successfully delivered to NY state, on schedule
- Managed Budgets, Program Performance and ensured that established project standards, procedures and methods were applied
- Conducted full scale risk analysis and audits on a process, system, policy and data level. Eliminated vulnerability and potential threats/ risks
- Ensured that HIPAA policies, procedures, standards and guidelines are followed on a data warehouse, project and program level
Solutions Architect/Project Manager/BA
Confidential, NY
Tools: Used by PM & Methodology: Microsoft Project, Visio, Office Suite, Heavy Agile/Scrum, Lean, Six Sigma
Responsibilities:
- Managed project teams, vendors, cost, time, scope, quality, resources, issues, risk and vendors
- Managed project plan/dashboards for all projects/business processes, aligned resources and managed deliverables
- Provided accurate and timely reporting to senior management, including status, dashboards, project metrics and risk reports
- Promoted team dynamics, morale, team building, constantly motivated, inspired team to promote a positive and productive environment
- Bridged the gap between IT and business side (CEO, Sr. Management, Sales, Marketing, Product Delivery, CS, Vendors) in a rapidly evolving environment
- Analyzed and documented systems, processes, data flows current state, mappings and data dependency documents
- Designed and implemented solutions for systems, complex business processes, workflow problems and data integration challenges
- Architected templates, standards, procedures, policies and processes that apply to IT and IT related business processes
- Analyzed existing systems and gaps, proposed design for BI database, ETL’s and business rules
- Analyzed, designed and implemented SalesForce features and its communication to various databases and processes
- Created high profile customized BI reports for company Senior Management and CEO
- Created pipelines, reports, dashboards, campaigns, infrastructure, business processes for IT, sales, marketing, senior management & CEO
- Managed and reported project scope, timeline, status, risk/issues and risk mitigation to Senior Management for the NASA Reporting project
- Conducted signoff meetings with stakeholders/business owners and attained approvals
- Performed discovery sessions, analysis, definition and documented business needs/requirements
- Served as an SME on various projects, mentored and oversaw on boarding of new resources
- Liasoned between stakeholders, PMO, SME’s, business units, QA, BI group, developers, DBA’s and IT compliance
- Reviewed BRD’s, SRD’s, SAD’s, GAP analysis, current/future state document, HLD, LLD and various other documents
- Implemented data governance best practices (data quality, data availability, data value, IT compliance)
- Technical analysis, code review, reverse engineered complex legacy logic into business specifications
- Built test cases, test plans and partnered closely with QA team to setup software /testing environments
Program Director/Manager, Process Architect
Confidential, NY
Tools: Used by PM & Methodology Microsoft Project, Visio, Office Suite, PowerSteering (PPM), Agile-Waterfall Hybrid, Six Sigma
Responsibilities:
- Worked with Executive management on Strategic planning/decision, program/portfolio cost and risk management
- Managed budget, issues, risk, resources, vendors and deliverables on a Portfolio and Program Level
- Acted as delivery lead for portfolio for 23 projects and 11 different project teams in NYC area
- Ensured timely and consistent communication to stakeholders on portfolio level progress, impacts, and changes
- Supported the analysis and execution of strategic deals, including vendors, partnerships, joint ventures, and acquisitions
- Oversaw cross functional/projects/systems/process and analyzed program level issues/risks and proposed a remediation
- Developed time and cost estimates, project plans/schedules, and budgets, managed ongoing costs, schedules, resources, scope, and risks
- Proactively identified, resolved, and escalated projects risks/issues to internal Sr. management and client’s executive management
- Managed all efforts of business requirements,technicaldesign, system design, process design, prototyping, testing, deployment and training
- Customized solutions for complex issues, typically involving at least few divisions or enterprise level considerations
- Utilized Lean Six Sigma methodology to achieve cost reduction, revenue generation, quality and service improvements
- Designed mature processes tied to strategic imperatives and created artifacts such as process maps, control charts and plans
- Designed operational support tools including executive dashboards, leading indicators, correlation artifacts, and success metrics
- Implemented resulted in at least 23% in cost reduction, 34% risk reduction and 31% defect reduction, for above mentioned clients
