SUMMARY:

• Technology Development and Operations Process LeaderIncrease Team Efficiencies Enhance Client Experience
• Uncommon blend of technology and operational project management experience.
• Progressing from real estate services, software development and implementations, internet banking, client implementations, automated underwriting, then operational review, and process improvements.
• Proficient in different industries and promoted relatively quickly at many companies.
• Excel in improving processes, software development and implementation, and application support, resulting in increased client satisfaction.
• Software Development & Implementation
• Real Estate Services & Automated Underwriting
• Banking: Retail, Custody, Call Center, Internet
• Application Support
• Investment Management
• Global Tax and Client Onboarding
• Vendor Management
• Network Infrastructure, hardware & software upgrades
• Change Management
• All aspects of SDLC

TECHNICAL SKILLS:

MS Project

Access & PowerPoint

Confluence & JIRA

MSOffice & MS Teams

Clarity

Azure Dev Ops

Visio & Optima

Salesforce & ACT

Web - Ex, Skype & Zoom

Oracle & SQL

One Note

Service Now & HEAT

SharePoint

CLUES & DU

Waterfall, Agile and Prince2 methodologies

PROFESSIONAL EXPERIENCE:

Confidential, Pittsburgh, PA

IT Project (Agile) Manager

Responsibilities:

• Coordinating and reporting on efforts surrounding the implementation of MS365 Office Pro Plus.
• Leading cross - functional team to plan, schedule, and execute the migration of software to over 30k users.

Confidential, Pittsburgh, PA

IT Project Manager

Responsibilities:

• Cross-functional project team leadership to address issues concerning claim processing, member coverage and proper facility identification for out-of-network and in-network facility processing.
• Facilitated team meetings to determine both short-term and long-term solutions to resolve claim processing.
• Assisted in identifying four long-term solutions that required technology development and change control projects necessary to correct issues. Worked to gain senior management approval for funding and resource allocation to solve these issues.

Confidential, Pittsburgh, PA

IT Project Manager

Responsibilities:

• Managing projects in a hybrid Waterfall and Agile environment involving both application and infrastructure upgrades to meet either changing compliance requirements, software upgrades or both.
• Created and introduced a SI playbook used to manage and document the 50+ tasks involved with each project. The playbook is used to both track progress of the project and report status on each task.
• Preparing and securing approvals for Statements of Work, which are required to provision hardware and licenses.

Confidential, Pittsburgh, PA

Project Manager / VP

Responsibilities:

• Oversaw cross-functional responsibilities for teams ranging in size from 2 to 8 analysts / consultants / trainers.
• Supported platform conversion of approximately 3K clients over 40 month-long multi-million-dollar program.
• Created, implemented, and monitored discovery documentation retrieval process, identifying roles, responsibilities, and deadlines, resulting in improved client experience.
• Analyzed operational processes and made procedural recommendations for legacy system conversion project, improving cross-functional resource planning.

Confidential, Pittsburgh, PA

Sales and Operations Consultant

Responsibilities:

• Customized SalesForce (CRM) by meeting unique requirements of company’s internal needs and business model.
• Implemented procedures and conducted operational meetings ensuring accurate delegation of responsibilities and tasks.

Confidential, Pittsburgh, PA

Technical Services Account Executive

Responsibilities:

• Managed 3 implementation teams for financial reporting and income and performance segments of Confluence’s Unity® platform.
• Coordinated, planned, managed and implemented automated financial reporting software applications for mutual fund and other financial service providers.
• Team size ranged from 3 to 8 developers / QA analysts / business analysts.

Confidential, Pittsburgh, PA

Client Integration Process Project Manager

Responsibilities:

• Oversaw implementation and onboarding of both new clients and current clients expanding product and service ordering process.
• Team size ranged from 3 to 6 department managers / operational specialists / 3rd-party vendors.
• Created and implemented a format for integration plans for new clients, including workflows, client-specific operational procedures, and business overviews. This work was crucial to set client expectations and to organize internal procedures resulting in efficiencies for order entry, processing, and delivery.

Project Manager

Confidential, Cranberry, PA

Responsibilities:

• Oversaw software development for nationally ranked virtual internet bank and software implementation / launch for Confidential 500 client.
• Team size ranged from 2 to 6 developers / QA analysts / database admins / 3rd-party vendors / client counterparts.
• Managed upward of 20 projects at once.
• Launched internet bank for client that had more than a billion dollars in assets within first week of go-live date.