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Project Manager Resume

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Highly accomplished versatile financial services leader with 20 years of industry experience in project management, relationship management, transfer agency operations, fund administration, system conversions, mergers and acquisitions, strategic planning, business process re-engineering, and organizational realignment. Proven ability to implement change, mitigate business risk, improve client services, and streamline business management. Collaborative style is hallmark and partnerships readily demonstrate team approach.
Core Competencies:

  • Creating Vision and Direction
  • Executing Strategy
  • Demonstrating Integrity
  • Directing Projects
  • Communicating Effectively
  • Managing Change
  • Strengthening Partnerships
  • Assessing & Mitigating Risk
  • Focusing on Customers
  • Implementing System Upgrades & Enhancements
  • Completing Mergers & Acquisitions
  • Developing High-Performing Teams
EXPERIENCE:

Confidential,July 2010 February 2011
Project Manager, Consumer & Business Banking

  • Scope, plan and manage projects through the entire life cycle, ensuring delivery to time, cost and quality.
  • Responsible for accurate and timely reporting against the project plan and budget in line with agreed Program governance.
  • Build and Manage relationships with project stakeholders up to a senior level to understand the context and impact of the project to the business line and ensure all stakeholders views are managed towards the best solution for all business areas impacted.
  • To establish and build relationships across RBS Group to facilitate achievement of strategic goals maintaining momentum throughout the project lifecycle
  • Collaboration with others on Project team, identifying internal /external resources required to deliver the project

Evergreen Investments February 2003- April 2010Project Manager, Strategy and Business Planning

  • Serve as project lead throughout the project life cycle for high profile, high-risk projects that ensure industry compliance and further the strategic objectives of the firm.
  • Manage all project stages by developing strategy, leading team efforts, overseeing deliverables and prioritizing actions.
  • Ensure project plans follow standard system life cycle steps and include adequate time to identify all
  • project stakeholders and task interdependencies
  • Provide direction and support to project team members. Manage relationships with business owner(s) and technology partners to ensure quality and customer satisfaction.
  • Work with end users to define business and system requirements to advance the effective use of business tools and applications.
  • Maintain positive relations with business owners, technology partners and client peers; ensure service quality and customer satisfaction.
  • .Assume overall responsibility for and follow up of the project execution until the product is implemented.

Confidential, October 1999 February 2003
Manager Reconcilements & NSCC Operations

  • Develop and maintain a thorough understanding of how Back Office Intermediaries operate and the services they utilize.
  • Participate on the DST Fund Advisory and BDAC Committees
  • Direct the development, implementation, and prioritization of broker/dealer system enhancements, projects and problem resolution to ensure Evergreen maintains the highest level of operational support.
  • Motivate staff through training, counseling and on-going performance appraisals to maximize individual performance and Evergreen performance, as well as enhancing opportunities for professional growth.
  • Manage, prioritize and delegate the daily activities and special projects of the staff to ensure client satisfaction, asset retention and sales potential.
  • Survey and report broker/dealer needs to Evergreen senior management and monitored the level of service provided to back office Intermediaries to ensure Evergreen remains competitive.
  • Manage DDA Reconciliation team of 8 individuals while ensuring Transfer Agent DDA’s remain in balance with banks.

Confidential, September 1997 October 1999

Store Owner

Confidential,October 1987 September 1997

Supervisor Fund Accounting (April 1992 September 1997) Supervisor Transfer Agency (October 1987 April 1992)
  • Reviewed daily distribution rate calculations.
  • Reviewed and sign off on semi-annual and annual audit packages.
  • Handled inquiries from audit firms Price Waterhouse and Coopers and Lybrand regarding audits.
  • Acted as a liaison between Accounting & Tax, Compliance, and Reporting areas.
  • Direct management responsibility for 15 staff members.
  • Managed processing and quality control staff & provided feedback on accuracy and productivity.
  • Reviewed payroll for budgetary purposes.
  • Developed enhancements to legal manual.
COMPUTER SKILLS:
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Project
  • Microsoft Access Internet

ACHIEVEMENTS:

Successful Interviewing Skills, Key Employee Tax Exempt Fund Accounting 1993
Various Management Training Programs, Division Outstanding Employee Winner 2nd Quarter 1993
Achievement Award January 1995, Premier Achievement Award Outstanding Performance 2007
Leadership Development Program 2003, Project Management Fundamentals January 2007

EDUCATION:
Associate Degree Business Administration
Coursework in Business Management

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