PROJECT MANAGEMENT PROFESSIONAL

• Proven track record in aligning business with vision and strategies to achieve efficient and cost effective IT Organizations and Programs
• Highly accomplished, forward-thinking, bilingual Senior Project Management Professional providing a 15 year career in diverse industries including: financial services, federal government, manufacturing, healthcare, and enterprise communications. Successful global program manager with a history of providing IT, operations, and practice management solutions to investment management / research / private equity, broker-dealer, healthcare informatics, discrete manufacturing / services, civilian and defense contractors. Blend expertise in capital markets, products, portfolio and fund management, processing, and operations with IT acumen to achieve ambitious goals. Expert in best management practices spanning: program, product, project, risk, security, continuity, process, and total quality management.

Executive Strengths: Strategic Thinking Proven Delivery Record Staff Leadership Leading Cohesive Teams

Change Management Problem Solving Consensus Building Generating Positive ROI

CAREER PROGRESSION

Confidential

SENIOR INFORMATION OFFICER, PROJECT MANAGER

• Hired to perform comprehensive analysis and program delivery across seven business units in concert with a multi-phased strategic business reorganization ultimately aimed at achieving certification as an Accountable Care Organization ACO .
• Staff: Eight direct reports Software Development Manager, Infrastructure Manager, Support Manager, Compliance Officer, Procurement Coordinator, Project Coordinator, Business Analyst, and 9 indirect reports. Budget: 23M.
• Key member of the PMO, with oversight for operations and management of IT teams. Ensured services from internal teams, vendors and key partners meet or exceed business delivery requirements and standards. Established sound PM processes, strategic direction, WBS, and financial management to efficiently and effectively deliver the portfolio of applications and systems. Developed metrics and methods for improving project performance.
• Provided project and portfolio management framework for real-time project status used in planning and scheduling of releases and maintenance. Worked with the leadership team on resource management, yielding greater efficiencies. Assisted the leadership team to effectively manage conflicts in scope, schedule, and budgets. Developed and managed relationships with key stakeholders to define, plan, build and continually evaluate the IT investment portfolio.
• Defined, measures, and reported on overall portfolio risk. Reviewed and recommended sourcing strategies for enterprise projects, while working with stakeholders to ensure proper distribution of IT resources based on prioritized business goals. Recommended and implemented operational efficiencies to improve overall organizational performance.
• Recommended and implemented appropriate processes, methodology and tools: project and software life cycle, EPLC/SDLC , Agile/SCRUM, MS Project, Clarity PPM, ITIL Service Desk , BI Tableau , SQL, SSRS, OLAP. Developed key performance indicators and metrics, periodic and ad-hoc status reports and executive dashboards of key projects, overall portfolio status, organizational financials, and KPI measures for both internal and external stakeholders.
• Managed the Business Continuity Project risk assessment and mitigation, incident response management, and emergency operations to meet clinical and operational needs Information Security Project focus on standards development, risk management, response readiness and compliance
• Provided leadership on Vendor Management practices. Restructured contracts and service level agreements including: hardware and software procurement licensing asset management equipment leasing telephony initiated preferred vendor measurement criteria developed RFPs, SLAs and outsourcing strategies as well as non-core business processing.
• Responsible for project management on five strategic electronic medical record systems. Managed RFP design, price/feature/usability/ROI analysis, project team management and implementation: HomeCare HomeBase, Brightree, Mediture TrueChart, integration of eClinicalWorks GE CareStream, DICOM, HL7, PACsPro, LIS and a hospital information management system to qualify for ARRA/HITECH federal funding, selection of ONC-Certified EHR, Meaningful Use, JCAHO, HIPAA.

Confidential

FOUNDER, MANAGING PARTNER, CONSULTANT

• Developed the client's past performance presentation, cost matrix, and application for GSA Schedule 70. Established teaming partnerships. Marketing, web presence, and client relations. Responsible for project/bid management for: National Institutes of Health NIH , Electronic Research Administration eRA , CIOSP3, Grants.gov, NIGMS, FDA, CMS. Developed winning responses to RFP, expanded contract footprint and market-share within US Department of Health and Human Services.
• Worked with diverse teams to elicit and elaborate Business, Functional and Technical Requirements for large, highly transactional systems. Managed evolving functional requirements, scope, constraints, resources, and budgets. Provided business analysis expertise, delivering entity relationship schema, process and data models, use cases, as well as testing and acceptance documentation. Managed multiple teams in hybrid EPLC / RUP / Agile development environments. Oversaw issue tracking and reporting, revision control, release planning, configuration and change management and business reporting.

Confidential

PROJECT MANAGER, VICE PRESIDENT

• Delivered 630K of annualized savings by consolidating a fragmented global support model to three call centers in New York, London and Hong Kong while streamlining production support processes to quantify failure events across monitored systems.
• Designed and managed the 1M annual defect cost avoidance program. Worked with stakeholders and vendors to create a distributed defect tracking system enabling a 60 reduction in production exceptions after 9 months of operation.
• Prompted contract negotiations with vendors to install processes congruent with Citigroup's disciplined SDLC methodology and a risk sharing arrangement resulting in better product and cost savings.
• Managed projects for innovative infrastructure technology aimed at data center virtualization and abstraction, as well as cross-platform root-cause correlation, leading to greater system scalability, stability and robustness.
• Initiated an Agile program to streamline, track and improve software development effectiveness across multiple work streams. Delivered an average of 25 increase in product development output by implementing distributed version control, black-box application optimization with automated problem resolution processes during development, testing, and maintenance phases of the application life cycle. AppSight, JIRA.

Confidential

GLOBAL SERVICES DIRECTOR, PROJECT MANAGER

• Delivered incremental 1.5M services sales revenue previously left on the table by directing a comprehensive design review program of key customers' converged-communications campuses and restructured multi-year support agreements.
• Led diverse teams on a complex program to integrate disparate field asset tracking databases and inventory management systems ensuring just-in-time product availability and straight-through processing enhancements. Expanded the use of Primavera portfolio management in professional services teams. Promoted the IV V methodology into global services.
• Launched a swat team to assess key financial services customers' disaster recovery requirements. Delivered a proposal to the executive team, securing support to execute organizational realignment and adoption of new process methodology preparing the company for emergency customer response.

Confidential

PROJECT MANAGER

• Staff: Six direct reports Development, Business Analyst for Margin Accounts, Business Analyst for Held-Away Accounts, Data Warehouse Architect, Information Architect, Report Developer, and 12 indirect reports contractors and staff .
• Delivered a dynamic reporting platform to investment advisors and management increased information intelligence lowered costs through a portal distribution mechanism achieved greater degree of information control and SOX regulatory compliance illuminated previously unavailable dimensions into revenues commissions, fee structures, directional targets and discounts , assets under management product and program compositions, valuations, net new assets, investment portfolio inventory concentrations, capital market risks and key performance indicators.
• Improved reporting of high net worth accounts across house holding relationships, held away accounts, alternative investments, and real estate assets. Enabled monthly performance reporting including goals, ranking, and transaction analysis across managed assets, products and programs.
• Streamlined portfolio and position reporting across all asset classes and integrated trading platforms Equities, Fixed Income, Commodities, Structured Products, Alternative Investments