SUMMARY

• Managed day to day issues with three vendors (USA/India) including task order creation and management, financial management including budgeting, task order signoff, and invoice reconciliation. Reduced task order errors by 12% and incorrect invoicing by 15%.
• Known for excellent problem solving and deals effectively with all levels of management and across global functional teams.
• Strong project management tools experience including creating custom tools to support multiple teams.
• Owns solution from Concept to Implementation creating strong customer satisfaction.
• Able to pivot effectively to respond to competing agendas while achieving high levels of user satisfaction.

Areas of expertise

• Project Management
• Vendor Management
• Invoice Management
• Project Dashboards
• SDLC: Waterfall/Agile
• Onboarding/Offboarding
• Business Process Design
• Data Analysis
• Demand Management
• Business Analysis
• Work Management MMManagement
• Program Management
• Scorecard Metrics
• Process & Procedures
• Resource Management
• Project Financials

PROFESSIONAL EXPERIENCE

Confidential, San Francisco, California

Responsibilities:

• Led team to define and implement internal Audit mandated solution for rewards program. This was to validate customer rewards being issued as requested by customer. Managed scope to deliver solution by end of year which included third party feeds and internal systems of record. SAS used to manage files on daily basis, develop reports on Base Earn and Bonus Exception reports to validate activity.

Vice President, Project Manager

Confidential, San Mateo, California

Responsibilities:

• Led team of 5 Business Analysts managing the assignment of work items keeping capacity and demand balanced in a fluid and dynamic environment.
• Centralized process & procedures in Sharepoint creating dynamic links to workbooks for updating, project plan extraction, template folder and key lists. Project artifacts organized by team to manage daily and weekly team reporting reducing the amount of documentation lost or out of date by 40%.
• Linked project dashboards to databases for weekly reporting to stakeholders and Senior Management with increased accuracy by 17% and reducing time to delivery by 23%.
• Performed data analysis pulling from three data sources for projects underway against the Roadmap to stop projects not approved and provide total cost to date for approved projects.
• Created Staffing Model for assigning resources to teams to generate capacity for each iteration. This capacity was communicated to the overall PMO for managing Business Demand.
• Planned and budgeted annual work with Vendor, establishing priority for infrastructure and technical support of a $27MM SaaS application for the mortgage processing system.
• Built team model and monitored balance of 75 resources (FTE/FTC) and subject matter expertise across three Development teams, including quarterly ranking to refresh team skillsets; developed training for new hires; monitored and ensured monthly actuals/forecasting was reported in a timely manner.
• Developed and implemented Forecast Model for planning allotment to various categories within the Clarity forecast/actuals reporting system to align with Financial Group reporting structure.
• Planned and executed special infrastructure project for Sustained Resiliency between Data Centers documenting fail over and fallback with no impact to Business Users.

Senior Business Analyst

Confidential, Long Island City, New York

Responsibilities:

• Reduced document retrieval turnaround by 15%, improving client experience and expanding online tool to more users. Developed document management migration, recovery and share process for Confidential on .Net architecture.
• Streamlined on - boarding process and gained a 20% increase in new clients worldwide. Formulated content for on-boarding communications based on feedback from clients and ushered editing through to final review.
• Reduced turnaround time by 18% and improved due diligence process across client documentation portfolio. Created integrated repository for global view of client documentation and formulated regulatory and security information.
• Improved customer call response time by 20% reducing customer complaints to service center by 15%. Debriefed SMEs to create cross-product process flows for Cash Management, Liabilities, Assets, and Treasury Implementation, to integrate business lines and achieve consistent approach in client call center.

Business Analyst

Confidential, Jersey City, New Jersey

Responsibilities:

• Decreased financial reporting cycle annual report by 17% to comply with Sarbanes-Oxley legislation.
• Documented end-to-end analysis for corporate reporting, instituting clear handoffs to respective departments.

Business Adviser

Confidential, New Jersey

Responsibilities:

• Developed parish campus energy plan to provide for market based energy options along with multisource solutions including solar, co-generation, and geothermal solutions.
• Created reserve operating fund of 25% in managing payroll for staff of 12, balancing fluctuating revenue with fixed salary costs.
• Reduced critical alarm downtime by 12% through oversight of three facilities for heating/cooling and telephone access, and fire system integrity.
• Reduced expenses by 12% and late payments by 36% through vendor prioritization and contract review.

Project Manager

Confidential, New York

Responsibilities:

• Boosted site usage by 18% increasing fee revenue by 14% and improving Gomez ranking from 12 to 7. Led integration of Advice & Tools section, integrating third party stock trading, financial analysis and research tools into the site
• Improved UAT/QA testing for Branch system reducing testing time by 23%. Established new processes for test account transaction creation. Monitored front-end through back-end processing and distribution including mortgage, home equity, demand deposit and savings.
• Increased client usage by 15%, improved asset management fee revenue by 12%. Integrated third party vendors into Brokerage, Advice & Tools section of the site, managed vendor security and navigation between third parties.