SUMMARY

• Experienced professional with a wide range of business and technical expertise in the Financial Industry. Specialties include Program Management, Global Project Management, Systems Analysis, Conversions, Implementations, System Decommissioning, Software Quality Assurance, Systems Integration and User Acceptance Testing, Human Resource, Trust Operations - including multiple products processing, Compliance, Divestitures, Fold-ins, Software Upgrades and Installations on a wide range of platforms.
• Strong technical skills and a solid base of business and applications experience: project management, testing and implementing large-scale mainframe and web based applications, data warehousing, client-server, and mainframe technologies.
• Expert at analyzing complex business requirements and design specifications as prerequisites for the creation of test plans and test scripts. Possess strong analytical, managerial, and communications skills.
• Customer-focused. Consistently demonstrates commitment to quality and effective problem resolution. Team-oriented and results driven. Manager of on-shore and off-shore resources to affectively control project timeline and budget.

TECHNICAL SKILLS

• MS Office Suite 10
• Microsoft Project 10 Enterprise
• Outlook
• Mercury Defect Manager
• HP Quality Center (Traceability of Business Requirements through to Defect Management)
• SharePoint
• PeopleSoft HRMS
• Systems supporting asset management
• Investment processing
• Investment operations

PROFESSIONAL EXPERIENCE

Confidential

PMO - Project Manager

Responsibilities:

• Managed technology and software development and integration in support of pharmaceutical sampling and fulfillment applications and services, including direct to rep, direct to health care professional.
• Managed high priority system-to-system migration activities for several large client programs, including inventory, compliance, fulfillment, reporting, call center, data entry, and data migration.
• Served as liaison between multiple internal stakeholders, including Sales/Account Executives, IT, Quality Assurance, Operations, Client Services as well as external parties such as carriers and third party data services providers building effective business relationships.
• Maintained direct client contact to establish requirements and performance indicators and provide status.
• Continually maintained internal client focus and communication. Ensured internal client deliverables were met in timely manner with high quality.
• Oversaw multiple projects simultaneously ranging in durations and complexity.
• Prioritized cross project tasks and production issues as needed and as determined by internal business leaders.
• Produced status reports for both internal use and external clients.
• Familiar with PDMA, cGMP, prescriber validation and eligibility processing solutions, direct-to-practitioner, vacant-territory coverage, teleservices, repackaging and relabeling, custom kitting and warehouse management.

Confidential

PMO

Responsibilities:

• Reported status, provided support to technical leads and serve as the information conduit for centralized project tracking and risk mitigation.
• Served as a Subject Matter Expert within the following areas:
• Reporting: Project status, scope changes, project overview, milestones, Gantt charts
• Risk and Issue Management: Assessment, logging, monitoring
• Supported logistical and organizational aspects of leading a project including meeting facilitation and effective requirements gathering sessions.
• Ensured all assigned projects utilized established SDLC Project Management Methodologies, standards, and governance frameworks to achieve project objectives and deliverables.
• Had overall responsibility for the management of all SDLC life cycle phases for assigned projects. This includes working directly with global functional Application Development, Architecture, QC, and Requirements teams; interfacing with business stakeholders and product management where appropriate, and facilitated regular project meetings to ensure that all requirements were satisfied throughout the delivery process.
• Coordinated the activities of technical project team resources across functional areas to manage the delivery of all relevant technology components as required to complete the approved project scope.
• Managed relationships and communicated project information to all stakeholders to a level appropriate to their needs.
• Compiled and maintained all relevant project related documentation associated with an initiative. This includes the development and maintenance of project plans, schedules, project charter documents, management reporting metrics, reporting/tracking of action items, meeting minutes, and other related documentation as required by senior management and key stakeholders.
• Mentored and coached application development managers and team leads on the Project Management discipline.
• Contributed to and disseminated down the centralized best practices defined by the PMO team into the individual teams

Confidential

PMO - Senior Project Manager

Responsibilities:

• Responsible for full-scope project management of multiple simultaneous projects with a total annual spend in excess of five million dollars.
• Projects included an enterprise-scale development effort, several third-party product acquisition and integration efforts, a Secure SDLC pilot effort and an internal adoption and metrics program.
• Initiated projects from the Project Charter through deployment using HP's Project and Portfolio Management tools (PPM) and Microsoft Project (2007 and 2010)
• Responsible for ensuring conformance to department-wide SDLC standard procedure, including collection of documentation and evidence at key points in the lifecycle (e.g. QA testing signoff)
• Engaged internal and external clients and Global development teams to ensure a quality product delivered on time and on budget
• Effectively managed active projects back on schedule after slippage
• Tracked completion of key execution details to support successful implementations and delivery
• Managed project scope to eliminate slippage in critical FED milestones
• Coordinated weekly and monthly project status reporting to Senior Management
• Completed transition as pilot projects to in-house platform to manage all facets of projects, including project plans, RAID items and status reports.

Confidential

User Acceptance Testing Project Manager

Responsibilities:

• Managed efforts to create overall plan and strategy to execute user acceptance testing
• Engaged technology, line of business and vendors, as appropriate, to define use cases necessary for successful testing of conversion of existing commercial loans to new vendor hosted loan processing application
• Managed creation of user acceptance test cases using both on and off shore resources
• Represented the interest of the line of business to define necessary environments to coordinate and test 4 concurrent releases, while managing creep in scope and competing projects to continually deliver high quality, on-time implementations
• Maintained relationship with in-house and external vendors of up and down-stream interfaces to insure connectivity as well as availability of partner test environments

Confidential

Project Test Manager

Responsibilities:

• Managed the testing effort for seamless silent provisioning for Confidential Clients to the new Confidential retail platforms
• Reported daily to senior management statistics for Total Test Cases, Cases Executed, Pass rate, Fail rate and Blocked Cases
• Managed Daily defect calls with Project Management, Business and Technology Partners
• Escalated critical issues to management committee
• Used HP Quality Center for all execution of cases, defects and reporting
• Managed on shore and off-shore resources to affectively manage the effort within the prescribed timeline

Confidential

Senior Test Manager Functional and Regression Testing

Responsibilities:

• Co-managed automated Data Conversion Testing effort
• Utilized on and off shore resources to facilitate testing in global time zones
• Managed Testing Project Plan to use correct predecessors to manage deliverable dates
• Trained resources in financial terminology and functionality to foster a better understanding of the project
• Conducted Defect Reporting Meetings with Technologists

Confidential

Project Manager Divestiture Application Testing

Responsibilities:

• Managed the segregation of Data between Balance Sheet Portfolios and Asset Under Management Portfolios to insure compliance with the governing and regulatory documents
• Managed the testing of Compliance, Regulatory and Management reports for data integrity and availability
• Managed testing of role-based segregation for Financial, Trading, Accounting and Reporting Systems for approximately 1100 users, globally
• Utilized on and off shore resources to insure the timely delivery of test results to meet project deadlines and budget
• Managed the review of Business Requirements and Design Specs
• Managed the development of Test Plans, Test Scripts, Test Calendar
• Managed Defect meetings
• Coordinated SIT with IT and Business Users
• Managed Testing section of Project Plan and interrelationships with Development and Business

Confidential

Project Manager

Responsibilities:

• Wash Sales, Amortization/Accretion, Option Processing, Bond Account to Account Transfer, Pre-Refunded
• Bonds, Tax Lot Corrections, FastTax/Trustease, Zero and Missing Tax Cost
• Reviewed Business Requirements and Design Specs
• Served as liaison between IT and Business Users
• Managed the development Test Plans, Test Scripts, Test Calendar
• Managed the coordination of SIT and UAT with IT and Business Users
• Worked closely with Data Conversion Team to insure data integrity
• Insured that all documents were cross-reference to reflect enhancements were properly tested
• Managed impact analysis and documentation of current workflows and processes and proposed workflows and processes to insure seamless Day 1 activities
• Guided system enhancements through to implementation, provided post implementation support
• Managed onshore and offshore testing resources
• Monitored and updated project deliverables
• Documented interdependencies between applications

Confidential

Business Analyst

Responsibilities:

• Performed and coordinated the analysis and design of business systems
• Served as liaison between IT and Business Users
• Developed test plans, coordinated system testing and UAT with IT and Business Users
• Performed impact analysis and documented workflows and processes
• Guided system enhancements through to implementation and provided post implementation support
• Managed testing of multiple trust accounting systems consolidation to one single mainframe system. Consolidation effort included 50+ supporting downstream interfaces.
• Quality assurance responsibilities included managing teams of consultants including DBAs, developers, analysts and business personnel in all phases of testing.
• Responsible for overall detailed tasks of project plan from a testing perspective.

Confidential

Project Manager - Test Lead

Responsibilities:

• Managed System Integration and User Acceptance Testing for Web-based Human Resource Application Releases for 50+ multi-lingual countries including PeopleSoft, Workscape, and DB2 based application
• Managed creation and update of Test Scope, Test Plan, Test Cases and Scripts, Test Schedule, Entrance Criteria, Defect Management, Statistics, Exit Criteria, and Project Plan
• Managed relationship between, Confidential Business, Implementation, Technology and Client counterparts during Test Phases
• Identified contingencies (environment, resource) between competing projects internally and with client
• Creatively managed creep in scope and competing projects to continually deliver high quality, on-time implementations
• Applications/Processes effectively managed during Testing/Implementation: Deferred Compensation, Learning, Portal, Human Resources, eBenefits, Salary Planner, Compensation, Electronic Personnel File, Local Markets Compliance, ePass, PASS, IVR, EOS, Call Center, PeopleSoft, Workscape, Case Management, Local Language, Client and Internal Reports/Queries/Forms, Client Web Survey, Ex-Patriot Processing, Disability, Contract, Probation, Fold-ins as well as all related inbound and outbound interfaces

Confidential

Manager Quality Assurance Testing

Responsibilities:

• Business-to-Systems Liaison managing testing efforts for a web-based compliance monitoring and trust account reporting application sourced from data warehouse.
• Responsible for certification of functionality prior to migration to production. Included having a thorough understanding of and evaluation of business line requirements and technical specifications.
• Managed team of consultants directly responsible for hands-on full testing process, including defining scope, test plans and scripts, schedules, defect and issue management, expected results, SQL queries, statistics and validation of results, using both automated and manual efforts.
• Interfaced with various business units including Business, Technology, Market Data, MSI, Legacy Systems, Trading Operations and Client Services.