SUMMARY:

• Twenty plus years of business and technology management experience as a Program / Project / Portfolio Manager including: governance, compliance, business analysis, corporate mergers/acquisitions, enterprise risk management, definition - design - development and deployment / implementation of software products and business services.
• Excellent communication skills, both verbal and written; highly motivated manager with a proven success record for meeting timeline and budget expectations

TECHNICAL SKILLS:

• MS Project
• Agile / Scrum / JIRA
• SmartSheets
• Version One
• Kanban
• Excel
• Visio
• Powerpoint & Word; Google docs
• Quality Center
• CA PPM - Clarity
• SharePoint
• Zendesk
• DB2 / IMS
• MS Access
• AML
• PeopleSoft
• CA Clarity PPM
• WebRTC
• ITIL

PROFESSIONAL EXPERIENCE:

Confidential, NYC

Senior Project Manager

• Project Management for Confidential software specifically designed for interactive Voice / Video / Co-browse and Enhanced User Experience to support client facing iOS / Android / Browser interfaces with Financial Advisors, Claims Management, Campaign Management, Customer Service and Call Center technologies supported by Agile / Scrum / JIRA methodology
• Program / Project / Portfolio Management for multiple work streams including platform installations, business requirements, resource allocation (internal / external), use cases, application / integrations / development including client management, change management, process workflow, audit / security processes, SOWs and RFPs, financial management and delivery / implementation / deployment

Confidential, Iselin, NJ

Program Management Office

• PMO for the Mortgage Express Program utilizing monthly releases to replace the existing Legacy Mortgage platform by Q1 2015. Monthly release scheduling / wave planning, testing, deployments, pre-and Post-deployment validation.
• Project Management responsibilities include expanding / transforming the PMO, business process management and SDLC governance, staging / requirements, functional design, Agile / Scrum story delivery for configuration / application development and initial Re-Launch deployment for Q1 2015 - Strategic Business Planning and ROI for 2015 / 2016. Responsibilities included Clarity / Dashboard reporting, project financials (forecast vs actual), Scope Management and Risk / Issue Management.

Confidential, New York City, NY

Program / Project Manager, Planning / Web Platform Migration / Application Change Management for the Ratings Gateway

• Program Management for Global Application Performance Planning; 5 work streams including project financials, monitoring / assessing / upgrading / transforming / remediating for applications development, enterprise architecture, data center builds / database servers, Web Services (including UX redesign / standardization) and Web / DB server architecture for global application performance
• Project Management - Staging / requirements / builds / configuration / code development and platform deployment for the Ratings Gateway application suite from Vignette to a new Liferay platform to re-engineer the End User Experience. Project transformed ~80 applications; development methodology was Agile / Scrum using VersionOne tool. Responsibilities included project financials for 2013 / 2014 / 2015, Planning / Strategy / Delivery, Business Process Management, Scope Management, Status / Dashboard & Clarity tracking, Issue Management, SOWs / Resource Planning, SDLC governance and Strategic Transformation / Wave Delivery

Confidential, New York City, NY

Project Manager/PMO/Portfolio Manager

• ent for reporting / testing for the development/transformation/enhancement/delivery and Data Warehouse / BI for CRM Risk Compliance reporting Domestic & Global LOBs - AML, Regulatory Compliance and Risk Analysis
• Project Management responsibilities include Scope and Project Management Framework / Dashboards, Process Workflow, Project Plans / Workstreams / Issue Management, Agile / Scrum / Waterfall, Strategic Data Warehouse Sourcing & BI / RAID logs / UAT

Confidential, Newark, DE

Program Manager

• Project / Account Manager for the CTO within the Product Services group delivering a portfolio of Test & SCM solutions for enterprise risk management, business process management (BPM), project financials planning and governance (400+ applications). Re-prioritized critical applications (33 project teams using Agile / JIRA / Waterfall / DMAIC) for future state, workflow & change Management for delivery and improved ROI
• Deliverables included CRM Scope, Charter, Process Improvement Enterprise Architecture, Iterative Test & QC defect analysis. Tactical / Strategic Road Map, Change & Vendor Management, Data Warehouse analysis, status reporting and risk/contingency plans

Confidential, New York City, NY

Program Management Office (PMO)

• Program Management Office responsibilities within the Technology Infrastructure Services group for the insourcing and implementation of the IT Global Support Center in Raleigh, NC. Direct responsibilities included project & training oversight, financial analysis, metrics / asset management, risk/issue management, program compliance/quality assurance for 9 projects / ~ 50 staff
• Project deliverables included Program Steering Committee and Status reporting, Program Confidential Planning and Deliverables, PMO Governance, Dashboards, Status Reporting, KPIs, BAU Transition planning / execution and initial closeout schedule.

Confidential, New York City, NY

Program Manager (PMO)

• Program Management and CRM responsibilities within the Investment & Advisory Business included strategic planning improvement, business/ technology partnership assessment/inventory & gap analysis, program governance/financial management reporting, process reengineering/technical deliverables/implementation, PMO-SDLC process/procedures, strategic planning, risk/change management, resource allocation/ vendor offshore teams, dependencies management, systems & data integration, System Architecture, Web Services/interfaces /Architecture Application DBs / DBoRs, BPM, issue tracking/reporting/resolution for 30 projects/ 100+ staff
• Project deliverables included Program & CRM Strategy, Scope, Charter, PMO & Technology Governance, Clarity implementation, Infrastructure/Data Center environments/build-outs/asset management, Project Metrics/Milestones and Status/Dashboard Reporting, SharePoint repository, QA Planning /Testing and Management Presentations for Product /Project senior management

Confidential, Morris Plains, NJ

Program Manager / PMO

• Program Management / BPO for the implementation of a COTS Infrastructure Batch Scheduling transition/migration. Responsibilities included assessment inventory and gap analysis, project governance/financial management reporting, business requirements, batch scheduling re-design / process mapping, conversion/migration process/framework /deliverables/ implementation, functional requirements, strategic planning & change management, resource allocation & vendor offshore teams, data cleansing & systems integration, risk management/mitigation, Web interfaces, change management, issue tracking/reporting /resolution assessment, user acceptance testing/quality assurance and training through operating model support / deployment
• Project deliverables included Business/Technical Management Strategy & Reviews, Scope, Charter, Project Metrics/Milestones, Status/Dashboard Reporting, SharePoint Vendor SOWs / RFPs, UAT/QA Criteria/Procedures/Testing, SOPs, Conversion Staging/Migration lab & conversion tool kits, asset management /server closeouts US, Japan and EMEA

Confidential, Hartford, CT

Program / Project Management Business Office

• Project Management responsibilities within the CIO / IT Business Management group included enterprise risk analytics and portfolio planning, governance/budget compliance/financial management reporting, business/technology partnership assessment and gap analysis, business process development, SDLC processes/framework/deliverables/implementation, RACI diagrams, resource planning /allocation/vendor assessments, functional requirements, scope/change management processes, requirements/traceability/user interfaces, risk management/mitigation, business process re-design/product architecture, market data/business intelligence/data warehouse/management, Web development, release management, issue & issue tracking/reporting
• Deliverables included Risk Rating, Project Quality Reviews, Business Management Reviews, SharePoint repository, ROI, Governance Procedures, Metrics/Milestones/Templates, Scorecard Reporting, RFPs / POCs, Roles & Responsibilities, Critical Projects oversight

Confidential, Wayne, NJ

Program / Project Management

• Project management for the integration/merger including business/technology assessment, risk management, gap analysis/conversion strategy, SDLC/PM processes/framework/deliverables/implementation, business process improvement, RACI diagrams, management presentations, resource planning/allocation, data conversions/migrations, systems / data integration, financials / manufacturing integration, marketing data/business intelligence, scope/release/change management, risk & issue management
• Project deliverables included Program/Technology Dashboards/Metrics/Milestones, Data Warehouse/Business Intelligence reporting, PeopleSoft A/R and A/P (Ledger - Sub Ledger framework) and Maximo manufacturing/inventory/warehouse management, technology proposals, business process/ gap analysis

Confidential, New York City

Program / Project Management Office (PMO)

• Project Management responsibilities for the JPMC integration/merger included program governance, transition/migration/conversion strategy / planning/implementation, PMO-SDLC framework, processes, & deliverables, master data consolidation / merger / cleanup workstream (MDM), requirements & specifications, data / systems integration / conversions/migrations, resource planning, impact/ business process analysis & re-engineering, risk management /entitlements, data & change management, defect / issue management
• Project deliverables included Technology Dashboards/Metrics/Milestones, project plans, management presentations/reporting, audit compliance and budget tracking/reconciliation. Program budget $17M; program staff approximately 120+

Confidential, New York City

Program / Project Management / PMO General Ledger Integration

• Program / Account management for the CFO Global Wealth & Asset Management integration included conversion strategy / planning / implementation, data consolidation /integrations (MDM), project plans, business requirements, risk management / entitlements, resource planning, management presentations, SDLC/PM guidelines, analysis & re-design & operational readiness
• Multiple business teams and applications were included in the Portfolio Asset Management wealth / asset / high net worth management Account Renumbering project and were transitioned including front office/back office, trust, institutional, asset management, back office operations, audit/SOX compliance and ADP for book of records management

Confidential, New York/New Jersey

Business Analyst

• Responsible for the business requirements, process improvement, data feeds/interfaces/process flows and audit requirements for the Customer Service Call Center data repository which is one of the primary data sources for the Strategic Decision Enterprise Objective
• 3 project sub teams/15 staff - Oracle DBs, mainframe data repositories, Hyperion decision warehouse, Genesis CRM system

Confidential, New York/New Jersey

Project Manager / Business Analyst

• Responsible for the business proposal, business requirements, JAD, planning, front office operations, ROI, design and implementation (PLC) to re-engineer the platform and technology for the fixed income (government securities) treasury system
• Specific duties included re-engineering business plan, project definition/scope, design specification, data modeling/ERDs, SWIFT Messaging, gap analysis/risk management, JAD meetings, RUP, STP / Equities processing, project plans/tracking/reporting, meeting management, business analysis/requirements, workflow/process flow, WBS, web development, functional specifications/infrastructure requirements, OOAD analysis/design, use case development, SQL Queries, audit / compliance, technical architecture/requirements Project was to re-engineer an existing VAX/rdb/C++ system to a client-server Web based ORACLE/UNIX/SUN/MQ/JAVA platform. Analysis/requirements/modeling team, design/architecture/development team/20 staff
• Project Management/PMO processes and procedures in concurrence with global Internal Governance (IG) processes/CFO financial management reporting (business plans, ROI/CTB/RTB, RUP, change management, portfolio planning, SWIFT Messaging, business liaison (analysis/requirements/functional specifications), product implementation/deployment, risk management /audit compliance
• Also project management for the new COTS third-party client-server N/T Web portal to the legacy mainframe trading services including requirements, project plans, data modeling/ERDs, data migration, issue management, QA/UAT/training/rollout, user/client migrations and deployment. gap analysis/risk assessment, planning, testing / implementation (PLC) to new/existing custody applications

Confidential, New Jersey/New York

Program Coordinator for a Mortgage Company Acquisition of Alliance Capital by Chase Manhattan Mortgage

• Project Management for the asset purchase and operations acquisition/integration of a national mortgage business
• Specific duties included risk assessment/management, project plans, procedures, issue identification/tracking/resolution, ad hoc reporting and audit compliance for eight (8) primary operations teams in New Jersey and fourteen (14) support teams throughout US

Confidential, Pittsburgh, Pa

Project Management Oversight for Risk/Fraud Management

• Responsibilities included operations, technical assessment, business proposals and management reporting to integrate a joint Fraud and Risk Management process across three (3) business units (New York, Pittsburgh and Los Angeles)
• Responsibilities included new eBusiness/Web initiatives/migrations, Network & Billing Operations/Monitoring/Detection, Order & Vendor Management, Credit Card Interfaces, Provisioning/Billing Management, Account / Change Management, Software Deployment, SLAs, Call Center Support, Billing Systems, Performance Reporting, User Training/Documentation, QA and Financial Recovery