Work experience

Confidential

Manager, Financial Services Advisory

Successfully managed business development and delivery of enterprise strategic transformations that focused on establishing competitive advantage and operational efficiency.

• Managed the planning and delivery of a 50 FTE Guidewire claims parent company consolidation effort which leveraged agile methods and resources across three time zones including offshore.
• Managed the pursuits of multiple regulatory and compliancy proposal efforts for top 20 financial institutions with projected total revenue of above 20MM, such as enterprise risk reporting planning and execution Reveleus for financial institutions.
• Assisted with the development of a financial services mergers and integration practice which included development of business case, strategic plan, and pursuit of furthering client relationships.
• Created thought leadership by authoring point of view on enterprise risk architecture transformation.
• Participated on board and working committee to provide direction to strategic planning for a secondary education non-profit, Esperanza.

Technical Senior Project Manager / AVP

Successfully managed the creation of strategic platforms that provided competitive advantage and operational efficiency while addressing operational risk issues.

• Oversaw the bank's Basel II Risk Weighted Assets calculator implementation Annual Investment 20 Million which included the coordination with 25 upstream initiatives and established an oracle based Reveleus solution to meet risk reporting obligations.
• Managed the bank's conversion effort from National City Corp source system to PNC commercial covenant tracking system through a 12 month geographic-based conversion effort.
• Managed the replacement of Moody's KMV Financial Analyst MFA with Harland Financial Analyzer Total Effort: 2.2 Million which included consolidation of models, revision of ratios, historical data conversion, and integration with internal data warehouse and servicing systems. The project was executed by a cross functional team of 20 FTE which included vendor, technology, operations, credit policy and information technology resources.
• Triaged a credit reporting BI effort with a team of 15 FTE that produced the quarterly reporting that derived corporate measurement for SEC filings and responded to the Office of the Comptroller of the Currency OCC letters of concern.
• Oversaw the management of multiple commercial lending strategic efforts Annual Investment: 3 Million in labor with an onshore/offshore team of 30 FTE including Project Managers, Architects, BA Lead and QA Manager while supporting production instance.
• Constructed a business case framework to determine the return on investment for program level projects. The framework was adopted and integrated into internal six sigma group enterprise practices.

Senior Management Consultant

Successfully sold and conducted ITSM/ ITIL process re-engineering projects for Fortune 200 financial service and governmental organizations.

• Implemented ITIL process framework Service Level Management, Change Management, Configuration Management, and Capacity Management within an investment institution in support of a global data center consolidation and restructuring effort for a investment firm.
• Oversaw pursuit and delivery of Service Level Management engagements that included construction of Service Level Management SLM strategic roadmaps, the development of Service Catalogs/processes and related agreements UC/OLA/SLA which had an average project cost of 2MM.

Work experience Continued

• Performed an end-to-end ITAM implementation for a super-regional retail bank, which included both enterprise and distributed environments. Hardware, software and contracts comprised the scope of the initiative.

Project Manager/Sr. Technical Consultant

Successfully sold and managed client implementations for a professional service organization for a venture capitalist funded commercial lending package J2EE targeted to financial institutions.

• Managed a 2 million commercial lending implementation for a bi-lingual financial institution which included the coordination of on-site, off-site and off-shore resources across four time zones.
• Assisted with the development of a professional services organization which included the development of a compensation plan, project methodology and product templates, the establishment of project controls and Key Performance Indicators KPIs , and the development of a formalized training plan.
• Cultivated client relationships and communicated daily project progress from requirements gathering through pre-production certification to client's point of contacts and other dependent project leads within a multi-lingual environment.

Sr. Consultant

Experience consisted of the following activities: managing client relationships and expectations, contract negotiations, project timelines, budget projections, manpower allocation, business requirements, solution design, and software lifecycle management.

• Developed a multi-channel internet component of an end-to-end Siebel-based CRM solution that supported a 100-member organization, a customer base that exceeded 1,000,000 customers and 100 remote business partners. This solution included the following functionality: CTI, co-browsing, self-service, web collaboration, instant messaging, electronic payment, IVR, and integration to both FileNet and core Microsoft .net business applications.
• Won and delivered a 1.5 million Datacap/Filenet document management and workflow solution that utilized OCR/ICR technology to create a paperless collections environment for an agency with annual revenue of 500 million. The functionality of this solution included, but was not limited to, an electronic automated XML-driven process that created indexed images and integrates with corporate legacy systems allowing business process efficiencies to be realized.
• Conducted formal software selection processes for multiple organizations. Selection activities consisted of gathering functional and technical requirements, conducting Request For Information RFI , Request For Proposal RFP , software scoring, buy vs. build assessment and other selection activities.

Project Controls

Successfully created TRW North America Automotive Division's shared services center as an integral member of the project management office reporting directly to the CIO. The center consolidated over forty different charts of accounts into nine while implementing SAP R/3. Achievements from this period follow:

• Managed the configuration management process that controlled development through formalized testing of the SAP enterprise for forty unique cost centers within a phased release schedule.
• Managed budgetary and contractual responsibilities for the entire project within production SAP by assembling annual project budgets for C-level approval, fulfilling corporate reporting requirements, reviewing progression of contractual obligations, payment authorization and presenting quarterly reviews to executive level officers.
• Administered development activities, including data conversion, assembly of consolidated chart of accounts, configuration of SAP modules MM, AP and SP, and test case development.

Technologies

Development Platforms:

• .net
• Microsoft SQL
• J2EE
• Apache Jakarta Project
• Oracle/Toad

Project Management/Utilities:

• Mercury Quality Center
• Clarity/Workbench,
• MS TFS

Project Management/Utilities:

• Source Safe
• Rational Rose
• Microsoft Project,
• Remedy
• Primavera

Managed Technology:

• Reveleus
• Harland Financial Analyzer
• Mercury QTP
• Mercury Load Runner
• Infraguistics

Managed Technology:

• Apics SQL
• Syncfusion
• Business Objects
• Cognos
• Peregrine
• FinanceCenter

Managed Technology:

• Siebel 7.0,
• FileNet,
• Datacap OCR/ICR ,
• SAP R/3,