SUMMARY:

• A results - oriented professional with extensive project leadership and business analysis experience within Financial Services, Education and Telecom.
• Strong work history reflecting increasing responsibility in business and process analysis, project management, client business development and consulting, risk management and controls, change management, regulatory reporting and compliance, and document management systems.

AREAS OF EXPERTISE:

• Program/Project Management
• Business & Process Analysis
• Conference/Event Planning and Management
• Client Strategic Advisory / Development and Support
• Change Management / Process Redesign
• Policy / Procedure / Business Process Development

PROFESSIONAL EXPERIENCE:

Program/Project Manager

Confidential

Responsibilities:

• Conference and event management for non-profit and faith organizations. Direct resource team in a comprehensive redesign of event planning policies, processes and procedures for clients. Manage all aspects of event budgets, contract administration, program content, speakers, talent acquisition, marketing, hospitality and contract negotiations. Conduct status meetings, performed project tracking, issues resolution and executive reporting. Use MS Office (including Publisher) Visio, Skype. (Client projects are ongoing part-time engagements)

Project Manager/Analyst

Confidential

Responsibilities:

• Project team partnered with Confidential on brief engagement to provide business process redesign advisory for the current Confidential ( Confidential ).
• Provided review of current Confidential workflow and processes, defined process strengths and key issues, performed data gap analysis, identified process risks areas, lender oversight, realtor and veteran experiences.
• Provided current state high-level business process flows and documentation.
• Team provided recommendations for business processes, organization and technology revisions to achieve future state process efficiencies and greater program growth. Used Microsoft Office and Visio software.

Business Analyst

Confidential

Responsibilities:

• Lead projects and analysis activities supporting infrastructure priorities and operational processes using Waterfall and Agile project methodologies.
• Partnered with matrixed teams to formulate solutions and drive decisions on legacy systems redesign planning and implementation for HRIS, purchasing and firm security investigations processes. Performed process re-engineering, requirements elicitation, current and future state documentation. Used Visio, Confluence and JIRA.

Project Manager/Business Analyst

Confidential

Responsibilities:

• Performed a focused business process analysis to formally analyze, document and recommend future state end-to-end business processes for the Procurement division.
• Conducted stakeholder interviews with the Legal, Business Technology and Marketing divisions to analyze information flows, workflow elements and actors for the current state lifecycle of all purchase contracts. Streamlined and redesigned process flows for efficiencies.
• Eliminated processes via outsourcing to restructure staff focus on procurement sourcing activity. Created current and future state process documentation. Used Visio and MS Office software.

Project Manager

Confidential

Responsibilities:

• Provided strategic advisory, business analysis and project support to Default Fulfillment Operations (DFO) Settlement executive leadership within the Confidential . Supported management teams in servicer meetings, performance, reporting and servicer relationship improvement, with focus on the Confidential team.
• Supported the Settlement Senior Director in strategic planning, ongoing business initiatives and project risks.
• Managed the Financial Issues Log, worked with Finance and key partner groups to resolve issues.
• Worked with the Marketing, Education and 1-800-Freddie to update training materials for Servicers.
• Developed and managed process improvement for the Settlement monthly Master File Change activities, engaged key partners in streamlining process for greater efficiency, data accuracy and tracking. Developed and managed Servicing policies and department procedures.
• Provided change management support for divisional restructuring initiative. Developed and managed project interdependencies, facilitated meetings and provided weekly departmental status reporting to executive team. Used SharePoint, Visio and Microsoft Office software.

Contract Consultant

Confidential

Responsibilities:

• Project Manager - Managed the Home Affordable Modification Program (HAMP) within Corporate Procurement for the Making Home Affordable (MHA) initiative.
• Teamed with Confidential Legal and Compliance leadership to develop procurement vendor policy and communications for program compliance and management.
• Monitored procurement vendor and resource document requirements and storage.
• Prepared internal and Treasury reporting of procurement vendor and budget activity. Managed procurement internal audit requests, responses and submissions. Identified, resolved and reported project issues and interdependencies. Used SharePoint, SAP, PeopleSoft and Microsoft Office.

Project Manager/Business Analyst

Confidential

Responsibilities:

• Project team engaged to develop business process documentation and data mapping for Genworth’s Credit Default Swap Valuation Model.
• The CDS model documentation detailed the Mark-to-Model methodology, inputs/outputs, risks and controls, disaster recovery procedures and model business processes using Visio generated data flow diagrams.
• Genworth is a global insurance and investment institution. Used Visio and Microsoft Office software.

Project Manager

Confidential

Responsibilities:

• Managed a small team and participated in the writing, layout and publication of the 2006 and 2007 Annual Report for Confidential .
• Conducted client interviews, data requirements analysis, document reviews. Used Microsoft Office software.

Senior Business Analyst

Confidential

Responsibilities:

• Reaudit documentation review, catalogued working papers, documentation indexing and production for auditor Pricewaterhouse Coopers (PWC).
• RG is a mid-sized bank located in Puerto Rico.

Consultant

Confidential

Responsibilities:

• Developed and published the Retail and Wholesale Owner Trust Residual Evaluation Model User Guides, reference manuals on the access and operation of the Confidential and Wholesale models. These models are an Excel-based template designed and used to project cash flows and generate management reports for Confidential .

Senior Manager

Confidential

Responsibilities:

• Managed the Document Imaging project companywide to scan 2003/2004 documents related to the Reaudit and SOX efforts. Developed training for imaged document’s retrieval via the LAN, and provided ongoing customer support. Prepared the hardware and software requirements for scanning in multiple locations. Established and documented procedures for every component of the scanning operations, metadata uploading, and overall document handling and management with business partners. Responsible for all project and budget planning and reporting to senior management. Lead a team of 8 consulting resources throughout the effort.
• Managed the Reaudit Documents Imaging project. Lead the interview team of contract attorneys who conducted over 650 interviews with Freddie Mac and consulting staff regarding 2002 restatement documentation throughout the company. Documents retrieved from the interviews were imaged for the future Document Management System (DMS) and potential litigation. Managed 12 contract attorneys.
• Partnered with the Legal department in response to Securities & Exchange Commission (SEC) timed request of 4500 Amortization-related Journal Entries from the Reaudit activities. Managed the Ernst &Young (E&Y) litigation documentation team (10 people). Systemized the restatement documentation to meet future SEC requests. Established document archives and processes for onsite and offsite document management and imaging.
• Lead project manager for the FAS 115 MTM workstream in the Investments & Capital Markets (I&CM) division performing end-to-end re-measurement work in process to produce the 2002 Financials Release. Provided data reporting and process management of the re-measurement work. Provided project updates and issues resolution to company executives. Teamed with the IT division and consultants from Bearing Point, Accenture and E&Y to develop, publish, and certify all documentation to meet the auditor’s (PWC) timelines. Managed EUC and BCP development and archival for both FAS 115 and the PMO office.
• Developed a data reporting system for the Office of Federal Housing Enterprise Oversight (OFHEO) mandated changes for monthly, quarterly and yearly OFHEO submissions using DOORS. Provided systems training to OFHEO teams.
• Project managed the relocation of the Funding and Investments (F&I) divisions in excess of 500 people and the ‘Trading Desks’ to a new building in a seamless transfer.
• Developed process and data flows using Visio for Guaranteed Maturity Securities processes.
• Lead team to develop documentation on the current state of the Asset Amortization engine and non-engine related processes for the F&I, Single Family, and Cash Window departments. Performed data analysis, validation, and testing. Received a Premier Achievement award for this effort.