Summary

Results-driven leader with a unique blend of business acumen, analytical ability, and project management skills. Proven ability to translate business needs into deliverables through well-managed, on-time projects. Extensive relationship and engagement management experience with all levels of internal and external stakeholders. Successful in creating high performing delivery teams both onshore and offshore.

Professional Experience

Confidential,Project Manager Team Lead, Electronic Banking Services
2/2008 to Present
Manage all projects and releases for Fortune 500 financial institution as onsite dedicated professional services delivery lead. Align onsite and offsite professional services delivery team structures and processes with client Agile processes to ensure successful partnership and delivery. Drive commitment to dates, scope, and delivery milestones with the client. Maintain budget and resource allocation plans and reporting of same.

• Drive large project and small enhancement deliverables among 16 developer resources across 3 time zones.
• Create integrated project plans and resource forecasts.
• Delineate project risks and potential scope levers to ensure adherence to declared timelines.
• Manage monthly Production deployments of Fiserv’s customized .NET enterprise banking solution along with concurrent large projects spanning multiple release/development cycles.
• Foster atmosphere of transparency and partnership between vendor and client resources.
• Establish team performance metrics for monthly review with client emphasizing on-time delivery and quality.

Confidential,Business Analyst
3/2007 to 2/2008
Tracked and managed project portfolio for all Demand Management projects initiated by Wachovia businesses and IT organizations. Facilitated meetings between business requestors and impacted teams to vet requirements and solutions. Drove project sizing and estimates process with IT teams to ensure adherence to Service Level Targets. Validated project priority with stakeholders to ensure that appropriate projects gained acceptance and were slotted for delivery.

• Built MS Access database to manipulate project tracking data for reporting and performing quality control.
• Created new status reports and management reporting metrics to identify prioritization and resource gaps.

Confidential,Senior Product Manager
4/2005 to 3/2007
Managed all facets fund illustration and selection tools product initiatives in accordance with mutual fund and brokerage firm client needs and competitive landscape. Created product requirements and functional specifications. Coordinated development efforts across various product platforms to ensure feature parity. Created segment strategy to include product pricing and sales efforts. Developed business cases in support of product initiatives. Engaged clients through all phases of sales process, rollout and relationship.

• Re-factored scope and timelines to successfully deliver online tools for the largest dealer-sold fund company in the US.
• Re-launched tools into the mutual fund market segment, resulting in 16% revenue growth.
• Instituted Mutual Fund Product Council comprised of major fund companies in order to chart segment strategy and priority.
• Created methodology and algorithm for derivation of holdings-based style fund categorization.
• Managed multiple releases/rollouts of Advisor and InvestmentView applications.

Confidential,Content Lead, Fund Research Content
1/2003 to 4/2005
Drove strategy within the mutual fund, variable annuity, exchange-traded fund, and closed-end fund content sets in accordance with business needs. Prioritized all project management, operations, and commercial support. Conducted GAP analysis versus all competitors. Collaborated in all content marketing initiatives to include content roundtables and training sessions.

• Successfully managed project to migrate 80% of domestic research staff offshore maintaining data coverage, quality, and timeliness.
• Championed broader dissemination and awareness of content throughout Thomson Financial.
• Managed project to create new data entry and validation tools.
• Drove increase in active fund universe coverage from 85% to 97% through realignment of processes and priorities.

Confidential,Senior Project Manager
1/2000 to 12/31/2002
Successfully managed project to replace Thomson Financial-wide ownership data repository. Managed data integration, tools, and content delivery projects across all Thomson Financial content sets. Created detailed requirements and specifications for various database enhancements and deliverables.

• Managed project to replace existing Thomson Ownership data repository successfully throughout the entire project life cycle to include sun-setting legacy repository.
• Reengineered ingestion of third-party insurance data resulting in 25% improvement in security concordance.
• Managed project to integrate content into existing repository as a result of merger & acquisition activity.
• Managed project to create data manipulation and validation tool to support ingesting of 3rd party insurance and fixed income position data.