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Sr. Project Manager Resume

Milwaukee, WI

SUMMARY:

  • Solution delivery professional with experience in all levels within organizations; desktop support, product support, service desk, product/business analyst, Sr. analyst/manager, business lead, project management, Sr. project manager/project lead and release manager roles looking for Sr. BA/SA, Solution Architect, Sr. Solution or Project Management, Program Manager, VP or Director Level role in an organization that champions their product, customer and employees equally. Experienced in leading product and project design, implementation and growth and looking to leverage this experience to improve company offerings. Strength in being able to interview stakeholders to extract business processes and/or requirements, quickly analyze which simply require documentation versus improvement and translate them into deliverable components. Experienced in working with Project, Change Management, Client and Leadership teams to map requirements, project plan or other project artifacts. Also experienced in reconciling plan against project charter, goals and/or objectives to ensure project stays on track. Experience working at top Financial Services, Insurance/Investments, Benefit Administration, Healthcare and Automotive/Manufacturing companies has provided me experience delivering high stress, complex, large scale, high visibility projects and a unique cumulative perspective that I enthusiastically share with all my team members, leadership and clients. With a proven track record of delivery, timeliness, professionalism, honesty, open communication and being a true team player; I have the tools needed to be successful in today's technology, software and related services industries.
  • Wide range of experience has allowed me to work across platforms and tools with ease and agility (Oracle/SAP, MS Project/Excel, SAP, Google Docs, Sharepoint, Clarity, Mainframe/Web/Server, ECM/Workflow (SAP, HP, Zerox, propriety), CRM (Proprietary, Salesforce, etc.). If it has been popular over past 15 + years, I have probably worked with it.
  • Over 15 years of experience; with over 10 years as lead (either Sr. BA/Manager and/or PM/Sr.PM) through entire SDLC using various methodologies (traditional, waterfall, agile, agile - ish, etc) to deliver usability focused solutions while working directly with and leading cross-functional teams at all levels (internal and client) up to senior executive and/or C-suite.
  • Technical proficiency in PL/SQL, Oracle, SAP, Java, APIs/queries/DBs, data analytics, and system integration combined with business process knowledge has led to improved design and reduced implementation time.
  • Success has led to new client demos/sales teams, resulting in many successful go - lives, new project and client wins (totaling well over $200 million in contracts to date) and experienced leading multiple client teams representing large client contracts (representing over $100m in contracts and $100b AUM), dozens of projects (100s of thousands of hours) and ranging from small to large multifunctional teams; consistently delivering on time and within budget with a focus on quality and usability.
  • Multiple examples of successful project go lives and multiple references available for dozens of successful projects, go lives and implementations from end users to clients to CEOs/client Administration.

EXPERTISE AREA:

  • Financial Services
  • Automotive
  • Manufacturing
  • Brokerage Front Office and Financial/Trading Platforms
  • Benefits Administration
  • Healthcare
  • Benefits Processing
  • Pension
  • Disbursements/Payroll
  • Self Service Applications
  • CRM
  • Workflow / Data / Document / Content Management (ECM)
  • Change Management
  • API
  • SQL
  • PLSQL
  • SAP
  • Sharepoint
  • Reporting/Dashboards/BI/Analytics
  • Relational Databases
  • Security
  • Training
  • Project Management
  • Business Process Analysis/implementation
  • File Transfers and integration (document/mailing systems demographic files
  • IRS feeds
  • Actuary feeds
  • DR
  • EFT/Check Files
  • 4010/5010 (Benefits files)
  • Claims processing files etc.)
  • Query builders
  • System Integration/Implementation and Conversions.

PROFESSIONAL EXPERIENCE:

Confidential, Milwaukee, WI

Sr. Project Manager

Responsibilities:

  • Took over as Project Manager for a large Compliance project spanning many areas; Enterprise, Web Portals, ECM, Business / Dealers / Third Parties, Providers/Partners, Sales and Compliance.
  • Own project and all reporting / managerial duties; budget, deliverables, reporting, reconciliation and delivery of all phases and overall project success. Create structure or file process to set up and manage project artifacts and budget (eRoom and Clarity)
  • Continually meet with project teams, development teams and testing teams coordinating provider releases and internal releases, code movement, testing and delivery through Dev, QA, UAT and Production.
  • Manage all phases of Project, coordinating with Provider (Agile-ish) and internal (Waterfall/traditional SDLC) code movement planning, testing and implementation. Including coordination of system integration testing, UAT, business/sponsor review and sign off and change request processes to ensure successful moves to production.
  • Successfully orchestrated cutover rehearsal, production rehearsal, sunsetting/retirement planning and (multi-phase) go live 6/2016; project success recognition from senior management up to senior C-Suite.

Confidential, Brookfield, WI

Founder, Senior Partner

Responsibilities:

  • Founded own LLC to help small, medium and large organizations bridge the gap between planning and delivery.
  • Goal of using over 15 years of experience to help any organization with solution delivery issues, management consulting, software/business related decisions (buy/sell, expand/contract, reorganization, business process management, software purchase/implementation/negotiation/planning or any problem management is facing).

Confidential, Pewaukee, WI

Release Manager/Project Manager/Sr. Project Manager/Project Lead

Responsibilities:

  • Manage quarterly release within the larger corporate/ERM quarterly releases with a PM team of ~5-10 members, BA/BC team of ~5-10 members and duration of approximately one year interfacing with a wide range of internal and external teams and partners.
  • Work with IT delivery teams and business teams to manage multi-source delivery of code for release and planning of delivery to production through Dev, QA, and UAT.
  • Manage release and up to ten projects (as PM), include delivery/ownership of all planning, communication, documentation, artifacts/approvals, notifications, meetings, issues resolution spanning multiple technical and business domains. Process, requirement, solution and design facilitation. Work with business, IT and management/sponsors to determine best solution and drive execution.
  • Create and share statistics, lead status meetings and weekly meetings with all departments within Confidential One to communicate status, risks, barriers, tasks completed for the week and analysis, review and communication of reports from other teams.
  • Maintain adherence to client PM process including artifact repository creation, maintenance and sign/off approvals as needed via Sharepoint and budget (via Clarity and Sharepoint).
  • Project manager for sales tools consolidation project; consolidating 7+ sales and user facing process flows into a few intuitive, manicured and usability focused workflows.
  • Took over managing and leading complete redesign and implementation of multi channel software workflows on multiple platforms, unify product look and feel and user experience and then coordinate with IT team to plan and deliver software from multiple internal/enterprise sources through development, system integration, UAT, business / sponsor sign off and change request process to ultimately verify then move code into production.
  • Manage change manage process throughout the project from defect review/scrum management through incident management to ensure successfully delivery and code quality.
  • Successfully extract requirements, translate into major features and functional requirements and drive completion with IT teams (design and requirements review, weekly statuses, etc) relating to wide ranging projects associated with individual market; government / ACA / DMS / FMM rulings/changes, enrollment, billing, claims, documents/mailings, renewals, agent / sales tools, compliance issues, various client facing applications/workflows/process flows / data flows and internal systems.

Confidential, New York, NY

Solution / Project Manager

Responsibilities:

  • Manage multiple Sr. SA, SA, Assoc. SA teams of 1-4 members (per module); owning project, track and sprint scope functionality definition, design and strategy for projects in various stages of implementation up through maintenance, change order and upgrades using various methodologies; traditional/SDLC, Waterfall, Agile and variations thereof.
  • Mentoring/educating/cross training of staff, meeting with product teams and executives to drive product direction through product features / release planning.
  • Reporting of product/project/client status to Sr. Management/Directors.
  • Reporting of project status to client management teams, managing client engagement and planning of existing and upcoming deliverables.
  • Lead overall design efforts for implementations, using technical know-how to assist with specification design / delivery and code review, system integration, QA, UAT and Client Acceptance. Use knowledge of application design, PL SQL/Java/Oracle and client processes to deliver highest quality solutions.
  • Ensuring process development, mapping and/or adherence to "BEST practices" around all phases of product/project/RFP response delivery through all phases of project/client delivery. Discovery, Design, Planning, Implementation (release planning/coordination between internal/enterprise product teams and client delivery teams as well as any coordination required with client IT delivery teams), System Integration testing, UAT, change management and production delivery (business/sponsor/client sign off, etc).
  • Manage internal artifacts (via eRoom/proprietary workflow tools/”Best” Practices) and clients artifact management via various tools (simple networks storage, Outlook/Lotus Notes, Access DBs, Change Management tools (ChangeMan, JIRA, etc), and eRooms/Sharepoint sites.
  • Manage multiple clients, products/modules, and implementations for Security, Enrollment, Disbursements, Imaging/Document Management, CRM and Self Service Modules teams that have had multiple successful "Go-Lives", new client wins and upgrade contracts to existing clients.
  • Manage implementations across multiple clients totaling over $100 million in revenue and representing over $100 billion in assets and over 1 million lives.

Confidential, New York, NY

Senior Solutions Analyst/Project Manager

Responsibilities:

  • Manage client(s) expectations via acting as overall lead on project(s). Interact with client business, technical and management teams to solicit requirements and recommend solutions. Engage internal account, product, project, development and management teams; working with all stakeholders to deliver solutions using various methodologies; traditional/SDLC, Waterfall, Agile (Agile-ish, Agile - waterfall, etc).
  • Segment complex client business processes into component pieces, work with development and business/practice leads to identify correct product approach. Help define project structure that client and development teams use to drive entire SDLC. Lead overall design efforts for implementations, using technical know-how to assist with specification design / delivery and code review, system integration, QA, UAT and Client Acceptance. Use knowledge of application design, PL SQL/Java/Oracle and client processes to deliver highest quality solutions.
  • Ensuring process development, mapping and/or adherence to "BEST practices" around all phases of product/project/RFP response delivery through all phases of project/client delivery. Discovery, Design, Planning, Implementation (release planning/coordination between internal/enterprise product teams and client delivery teams as well as any coordination required with client IT delivery teams), System Integration testing, UAT, change management and production delivery (business/sponsor/client sign off, etc).
  • Manage internal artifacts (via eRoom/proprietary workflow tools/”Best” Practices) and clients artifact management via various tools (simple networks storage, Outlook/Lotus Notes, Access DBs, Change Management tools (ChangeMan, JIRA, etc), and eRooms/Sharepoint sites.
  • Use in depth knowledge and understanding of how to use data models to write complex queries for testing and to provide technical detail for specifications.
  • Create concept of operation (COO), proof of concept and / or mock up documentation to review with stakeholders to obtain approval from all parties prior to development.
  • Create test plans, test plan documents and perform Development, QA and UAT testing.
  • Clearly specify and thoroughly test complex interfaces, internally and with vendors.
  • Act as advisor/SME on other client projects; take part in sales demos, presentations and user conferences to new and existing clients resulting in multiple new client wins.
  • Review new and existing client workflow, document management, CRM and self service processes to elicit pain points or opportunities for improvement; both at client and product level.
  • Implement and/or integrate/interface with imagining systems (proprietary or 3rd party). Including scanning, indexing, mailing, bar-coding, versioning - i.e. online/downloadable, web based forms, indexing, and workflow/system integrated (e.g. - form submission triggers workflow or event at client site, mailings, applications, etc.)
  • Manage client expectations and engagement, allowing our organization to use our existing clients as referrals to new / prospective clients.
  • Lead on team that developed new product line that resulted in one of our largest contract wins and gained us entrance into a new market segment.
  • Business Lead for Security, Enrollment, Disbursements, Imaging/Document Management, CRM and Self Service Modules teams that have had multiple successful "Go-Lives".
  • Manage implementations across multiple clients totaling over $100 million in revenue and representing over $100 billion in assets and over 1 million lives.

Confidential, New York, NY

Solutions Analyst

Responsibilities:

  • Ensuring process development, mapping and/or adherence to "BEST practices" around all phases of product/project/RFP response delivery through all phases of project/client delivery. Discovery, Design, Planning, Implementation (release planning/coordination between internal/enterprise product teams and client delivery teams as well as any coordination required with client IT delivery teams), System Integration testing, UAT, change management and production delivery (business/sponsor/client sign off, etc).
  • Manage internal artifacts (via eRoom/proprietary workflow tools/”Best” Practices) and clients artifact management via various tools (simple networks storage, Outlook/Lotus Notes, Access DBs, Change Management tools (ChangeMan, JIRA, etc), and eRooms/Sharepoint sites.
  • Work with development, product, and account teams to drive successful, on time, completion and implementation of functionality detailed in specifications.
  • Lead overall design efforts for assigned modules, using technical know-how to assist with specification design / delivery and code review, system integration, QA, UAT and Client Acceptance. Use knowledge of application design, PL SQL/Java/Oracle and client processes to deliver highest quality solutions.
  • Take part in data conversion meetings and process to ensure data from legacy system is successful converted into our system and meet with vendors to provide integration with external service providers.
  • Meet with client on daily/weekly basis to provide status updates, planning, scheduling and to encourage open communication and manage issue and change order processes.
  • Successful implementation of Pension, Life & Health and Imaging/Document Management & CRM systems. Led and successfully implemented ‘Self Service’ application projects.

Confidential, Milwaukee, WI

Business Analyst

Responsibilities:

  • Perform industry analysis to determine if our commissions, fee structures, and products are competitive with the industry.
  • Create analysis documents to provide executive management insight into product lines.
  • Manage product alignment project to analyze our advisory offerings to determine if our products fees, payout, etc are aligned properly.
  • Learned new brokerage desktop applications and reporting tools (e.g. - Business Objects, Pershing) to gather and analyze trade data, etc.
  • Project manager for major projects, such as; advisor transaction fee analysis, general securities distribution and survey coordination and analysis. Manage project artifacts (eRooms, Sharepoint) and reporting.
  • Successfully completed industry survey, advisor fee schedule change and product alignment projects.

Confidential, Brookfield, WI

Product Analyst, Product Manager

Responsibilities:

  • Previous experience in other product areas led to role in newly created department that was responsible for the design, planning and overall management of our web based front office application.
  • Meet with clients to generate new ideas for products and engage in discussions pertaining to the firm’s and overall market’s direction. In corporate findings from these meetings into product offerings.
  • Host calls with external stakeholders and internal team members to keep open communication around product happenings and to obtain feedback for both planned and completed work.
  • Use understanding of UI to DB relationship to create functional and technical specifications product development teams and perform product demos to potential and existing clients and internally to other internal teams.
  • Analyst/lead responsible for versatile platform that offered, client data management, CRM, document management, trade / holdings history, securities and mutual fund data/pricing/research, commissions and trade execution, processing and tax lots/groupings.
  • Took over vacated role as Product Manager for integrated products, including; applications for UIT trading and for annuity processing.

Confidential, Brookfield, WI

Accounting, Cash Management & Tax Reporting

Responsibilities:

  • Support for various back-office on-lines, programs and reports that contain touch-points with nearly every product and service we offer.
  • Translate client requests into product changes for technical teams to develop.
  • Assisting customers with back office trade processing, out-of-balances, taxes, commissions, general ledger, check processing, scheduling, and testing.

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