SUMMARY

A highly accomplished Project Manager and Certified Scrum Product Owner with over 15 years of diverse professional experience. Possesses outstanding team leadership, behavioral management and negotiation skills. An ability to build strong, beneficial relationships with: staff, executive management, functional teams and vendors. Experience with MS Project, SharePoint, Visio, Excel, and Word.

PROFESSIONAL SUMMARY

Confidential

Project Manager

• Consulting for Commonwealth Medicine the consulting division of the Medical School assigned to the State Supplemental Program SSP a program for aged and disabled citizens of the Commonwealth of Massachusetts.
• Working on program expansion plans, research and development as well as preparation of project plans in support of project initiatives such as: workflow automation, eligibility processes and recoupment of overpayments to program recipients.
• Development of data matching programs with state agencies both inside and outside of Massachusetts,
• Responsible for the development of agreements between public entities and the Medical School.
• Use of Agile and Scrum processes to complete system upgrades in Sprints of 2 to 3 weeks.
• Previously assigned to the Commonwealth of Massachusetts, Executive Office of Health and Human Services EOHHS , to act as liaison between the Enterprise Invoice Management / Enterprise Service Management EIM/ESM Business Unit and Virtual Gateway VG and represent EIM/ESM interests with VG Operations. EIM/ESM is an electronic invoicing system used by agencies and providers under EOHHS to bill and receive payment for a variety of health and human services.
• Maintain Project Plans in MS Project and MS Project Server for IT PMO as well as workflows of customer service issues in MS Visio.

Confidential

Project Manager

• Supervising resources both on-shore and off-shore such as: business analysts, testers, and developers to achieve project deliverables, and manage budgets and resources. Staff totaled 12 individuals.
• Estimated project budget of 3.0 million and work included agenda preparation, budget tracking and communication updates.
• Managing revenue cycle aspects of projects from initial intake of patient demographics and data, quality audit, processing bills, A/R cycle and month end reports for patients, doctors, hospitals and other providers.

Confidential

Project Manager

• Implemented e-learning system for McKesson employees and clients.
• Managed team of four in a matrix reporting structure which including off-shore developer for a system budgeted at 1.5 million.
• Developed UAT plan to test in pre-production environment the e-learning system.
• Coordinated efforts with marketing, sales, IT, training and legal to deliver communications to clients on new system.

Confidential

Project Manager

Provided Project Management Consulting Services to an independent research firm that services the institutional money management community.

Confidential

Project Manager

• Produced central task deliverable calendar for the mutual fund administration clients, established discussion board on issues and created corporate policy document repository.
• Designed and launched SharePoint site for the JP Morgan Treasury and Compliance Group.
• Establishment of site-enabled management to: onboard employees 50 faster, decrease penalties and exposure by real time monitoring of service level agreement SLA deliverables, institute consistency for organizational procedures through use of procedural templates and provide feedback on employee performance for future training opportunities.

Confidential

Investment Operations

Project Manager

• Managed project to investigate and resolve Sarbanes-Oxley Audit Rule Compliance deficiencies for the Investment Operations Department.
• Tested key controls within the group and followed-up on the progress of any necessary remediation actions discovered as a result of the testing.

Confidential

Project Analyst

Project analyst on the review of process flows for approval of Merrill Lynch domestic and international client accounts to insure compliance with US Patriot and Bank Secrecy Acts. Conducted exhaustive research and interviews to determine client identity and funding origin for 95 of at risk accounts.

Confidential

Project Consultant-

• Reviewed investment guidelines and portfolio mandates for 250 mutual fund and institutional clients in Charles River Development compliance testing system in response to SEC audit.
• Remediated compliance issues, prepared response to SEC and trained portfolio managers on mandates and restrictions.

Confidential

Senior Project Compliance Analyst

• Worked on implementation of a software package from Blackrock Solutions Blackrock Aladdin .
• Managed work streams for Portfolio Management, Legal, Audit and Compliance during software implementation.

Confidential

Project Consultant

• Developed tracking metrics of Key Performance Indicators for Client Deutsche Bank.
• Created Work Breakdown Structure and workflows for integration and transfer for Deutsche Bank internal accounting system to SS C Technologies proprietary accounting system.

Confidential

Finance Manager-

• Preparation of written regulatory procedures, financial reporting, and training for institutional buy-side firm.
• Established Alternative Trading System Dark Pool obtaining regulatory approval from the SEC.
• Managed audits of the firm conducted by the SEC and FINRA.

Confidential

Senior Compliance Analyst

• Developed testing and monitoring program to comply with applicable provisions of the Investment Advisers Act of 1940.
• Conducted due diligence of service providers to the company's proprietary mutual funds in accordance with applicable regulations.