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Senior Portfolio Manager Resume

San Ramon, CA


  • Confidential is a management professional with significant experience serving clients in various capacities, including project and program management, and management consulting in the healthcare, biotech, financial, telecommunications, consumer electronics, government, research, and defense industries, among others.
  • She specializes in end - to-end management of the entire life cycle of new programs, managing large-scale IT implementation projects, including in CRM, ERP, Business Intelligence, financial, as well as Internet, and Confidential -commerce projects. She also manages the day-to-day management of technology operations and infrastructure.
  • 15 years of progressive business, project and program experience managing entire lifecycle of complex global technology initiatives to scope or enhancing, and maintaining existing large-scale systems
  • Self-starter with a talent for negotiating, making sound business decisions, rapidly assessing and executing out-of-the-box solutions to solve problems, and conceptualizing the "big picture"
  • Empower team members to meet organizational objectives within tight deadlines.
  • Effectively facilitate work distributed across globally located teams
  • Thorough understanding of Software Development Life Cycle (SDLC) and its best practices
  • Proven track record of building and maintaining client relationships. Comfortable conversing with all levels of management and with individuals from different cultures
  • Expert negotiator, consensus and team builder.
  • Extensive experience working with domestic and international companies in the for-profit, non-profit, and government sectors.


Project Management: End-to-end using PMBOK. PRINCE2, Portfolio Management, ADDIE

SDLC methodologies: Agile Scrum, Waterfall, RUP, Comprehensive Delivery Process (CDP)

IT Best Practices: ETL, ITIL, COBIT, TOGAF

Quality: ISO 9001, SEI CMM, Six Sigma

Analysis and Design: requirements definition and elaboration, functional design, gap analysis. OUM, UML, Jira

Compliance Areas: HIPAA, SOX, ICD-10, Meaningful Use, HASP, Joint Commission, OSHA, Executive Orders compliance, PCI

Training and collaboration tools: SharePoint, DocuShare, RPM/Clarity, Desire2Learn, Xyleme

Productivity Tools: MS Project, MS Office Suite, MS Visio, PowerPoint, Knack, Liquid Planner, PlanView, Liquid Planner, Xyleme

Experience working with: CRM, ERP, Supply Chain projects Digital Image and Signal Processing Change management, Org Readiness

Languages: C, C++, BASIC, Java, PERL, HTML, XML, J2EE, DHTML, JavaScript, AJAX

Middleware: WebLogic Server, IBM Visual Age, CORBA, Tribune, BRIO. ALUI, MIIS

Infrastructure: IBM iSeries, Pure Systems - PureFlex, PureApp, Pure Data, Apache, BC Recovery Manager

Databases/Applications: Oracle, SAP, IBM SQL, DB2, PeopleSoft, Workday, SFDC, Hyperion, J.D. Edwards, Taleo, Informix, Epic, Fieldglass, Kana, Serena

Identity & Access: LDAP, Active Directory, IBM Tivoli Identity Manager, Tivoli Security and Event Manager, Approva BizRites

Operating systems: Linux, UNIX, Windows

Testing Tools: StarTeam, HP Quality Center, Mercury LoadRunner, ClearQuest

Reporting Tools: Ab Initio, Cognos, Clarity, Remedy/PPM/ServiceNow, Clickview, PS EPM, BRIO, Tribune

Revenue Cycle: MedAssets, Eclypsis, Soarian Clinicals and Financial


Confidential, San Ramon, CA

Senior Portfolio Manager


  • Manage portfolio of 140+ learning, staff development and multimedia projects globally.
  • Program Manage global Workday training, change management, user adoption and deployment effort.
  • Work with key stakeholders to define and close requirements in an Agile Scrum environment.
  • Introduced PMO and portfolio management best practices.

Confidential, Rohnert Park, CA

Business Strategy Consultant


  • Work with CEO and executives from the company to obtain SBIR (Small Business and Innovation Research grants) for funding the development of ITAR compliant COTS travelling wave-guide systems used in military, satellite, wireless communications and research applications, including Synthetic Aperture Radars (SARs), Provide guidance on business strategy, marketing, requirements for funding and business plan.
  • Travelled to client sites in India to negotiate business and establish testing facilities for devices.

Confidential, Novato, CA

Portfolio Manager


  • Define and finalize with executives IT project portfolio strategies and roadmaps.
  • Prioritized and built consensus among executives for budgeted and non-budgeted IT programs for validated and non-validated systems

Confidential, San Francisco, CA

Project/Program Manager


  • Manage Architecture Fitness Program within the overall SuperFit IT at Confidential & Confidential to create a new architecture function and organization within the enterprise as part of an overall business transformation effort.
  • Manage all aspects of the program, including organizational, operational model, process design and implementation

Confidential, San Francisco, CA

Program Director


  • Managed employer portal rebuild for a major health and wellness insurance provider.
  • Worked closely with business and technical teams (on and offshore) to define major milestones, align on processes, and develop a roadmap completing the rebuild using Agile Scrum Methodology and JAD.
  • Provided framework and guidance to team members for managing the overall program for all sprints.
  • Worked with team to scope, baseline program and plan for meeting very aggressive deadlines.

Confidential, Oakland, CA

Program Manager


  • Drove Initiate and Planning phases for a highly visible $10 million initiative to replace clinical, ancillary and financial systems with Soarian Systems within two hospitals at a non-profit healthcare system.
  • Worked closely with business and technical teams to define major milestones and develop a roadmap for conversion of data, migration to the new platform, and the retirement of legacy systems (Meditech).
  • Reviewed and provided feedback into statements of work with Siemens Healthcare (Cerner).
  • Negotiated and closed statement of works and contracts for Meaningful Use and HIPAA compliance risk audits performed by third party vendor.

Confidential, San Francisco, CA

Senior Consultant


  • Lead Sales Process Transformation for the creation of new metrics and KPIs.
  • Work with business and technical BI teams to understand and improve upon KPIs being generated by SFDC for consumption by C-Suite executives as dashboards.
  • Led operations and strategic marketing for introducing Pure Platform Initiative, built on IBM Pure Systems, as a new product offering within Confidential .
  • Produced all marking collateral, including multimedia to socialize Confidential Communities of Practice (CoPs) of the offerings.

Senior Project Manager/Functional Lead

Confidential, Sacramento, CA


  • Managed the planning, requirements gathering and design stages for an SFDC implementation at a major healthcare client.
  • Led assessment of Project Management Office, its overall processes and project deliverables for a satellite and digital image processing and analysis provider. Findings and recommendations from the assessment led to buy-in by executive leadership for greater controls and management over business cases, change, and resource management. 22 out of 44 recommendations were adopted by the Board of Directors of the company.
  • Project and program management of an enterprise business transformation initiative to replace the supply chain and financial systems across multiple workstreams and tracks of work. Work across the organization to obtain buy-in from key stakeholders, identify boundary systems, and gather technical requirements for integration. Work with vendors to align dependency roadmaps and ensure adherence with program-wide policies.

Confidential, Oakland & Pleasanton, CA

Senior Project Manager


  • Program, resource and financial portfolio management and administration of a $250 million enterprise-wide compliance initiative involving data de-identification of PHI data and Meaningful Use (HIPAA Compliance) within non-production environments.
  • End-to-end management of enterprise-wide program to design, development and deploy an HR Compliance (for the HR SSO) project leveraging PeopleSoft 8.8 ERP Portal for storing, managing, and reporting on SOX, HIPAA, Joint Commission, CMS and other Federal and State regulatory compliance mandates for contingent workforce at KP. Interfaced with key National and Regional executives, critical application and business owners to develop strategy, obtain buy-in, build consensus, gather requirements, assess enterprise impacts, identify areas for process improvement, and communicate needed business process and operational changes. Identified pre and post activities and ownership for deployment.
  • Engage with business and technical teams, to size effort, develop and align roadmaps and identify key milestones.
  • Oversee design, prototyping, and development of the solution.
  • Worked with business and technical teams to develop strategies to migrate data from legacy systems.
  • Align with internal systems for Procurement, Asset Management, Reporting, Identity Management and Confidential -Learning, and Joint Commission compliance tracking systems

Senior Project Manager



  • Project management of multiple projects, operations, release and production support management of the KP.org websites for the Internet Services Group.
  • Managed a major content redesign for the KANA automated email response system by KP’s Member Services National Call Center.
  • Responsible for corporate communications on planned releases and outages of KP.org, as well as coordinating marketing campaigns.
  • Interface with the Member Services Call Center support to identify, prioritize, escalate, and resolve customer high-impact issues and risks on KP.org.

Confidential, San Francisco, CA

Senior Project Manager


  • Manage multiple projects -- design, development and deployment of SOX compliance related projects leveraging IBM Tivoli Products and Approva BizRites.
  • Review statements of work.
  • Manage vendor relationships and performed general project management duties. Introduce Project Management best practices and methods.

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