SUMMARY

Accomplished manager with domestic and international project and operations experience in a variety of industries. Experience includes operations management, budgeting/ forecasting, prioritization, staffing, and full project lifecycle experience as a senior business analyst and project leader. Projects ranged in size and complexity and included both internally developed and vendor developed solutions. Managed cross continent initiatives between Asia, UK and US. Senior level analytical experience with a focus on the identification of root causes and implementation of end to end solutions. Operational management experience with a proven track record of driving process redesign resulting in increased productivity and reduced cost. Staff management and development of teams ranging from 1 to more than 50.

CORE COMPETENCIES

• Lean Sigma Yellow Belt Candidate
• Business Process Improvement
• Full Project Lifecycle Management
• P&L Management – Budgeting/ Forecasting/ Prioritization
• Consultative Client Skills
• Vendor Management
• Strong Facilitation and Negotiation Skills
• Merger/ Acquisition – Change Management
• International Exposure

Manage technology projects and budgets for vendor supported retail and corporate human resource applications.

Provide business and full lifecycle project support to multiple lines of retail business including mutual fund front and back office operations, 529, small business retirement, fund administration, compliance and control, and financial institution services. Direct liaison between $7.5m vendor relationship and T. Rowe Price project and operational management teams. Manage enhancement and upgrade schedules for eight core vendor applications including record keepers. Prioritization of projects requiring vendor and T. Rowe Price development. Minimize risk of impact from changes being implemented to vendor applications. Lead analyst staff of 9 direct reports and multiple indirect reports supporting multiple projects at different stages of the system development lifecycle. Provided project support to corporate human resources over a 6 month timeframe.

Key Achievements:

• Prioritize and manage more than $1.5m T. Rowe Price project and small enhancement budget, and $750k dedicated support and vendor development budget.
• Lead and completed $2.75m IT 2011 mutual fund cost basis regulatory project reporting directly to the program manager. Determined scope which included identification and facilitation of changes necessary to 26 different T. Rowe Price and vendor impacted applications. Worked with legal and compliance to determine high level requirements based on interpretation of IRS regulations. Included complete understanding of development for each vendor application and gap analysis in order to provide information to business partners facilitating the creation and/ or updates to policies and procedures necessary to comply with regulations.
• Worked with Operations management to develop new desktop strategies which included regular upgrade schedules for each desktop and phasing out of multiple redundant desktops. Influenced future desktop development to include the alignment of internal T. Rowe Price applications and vendor applications to reduce the need to utilize and operate in multiple individual applications for day to day processing.
• Successful migration of T. Rowe Price recruiting tool to a vendor hosted application. Managed $200k HR small enhancement budget.

Direct liaison between operational management and technology groups responsible for the alignment of internal and external customer applications with the strategic direction of the business.

Key player in all business meetings discussing current and future strategies and alignment of operational changes to support those strategies. Guided the determination of functionality for all software products supporting prospect marketing, individual and retirement plan sales, and advisory services. Directed a staff of solutions analysts who were main points of contact between the business and technology groups during the execution of projects. Supported multiple levels of management amongst a variety of service channels residing in more than 100 locations across the United States.

Key Achievements:

• Worked directly with Sales and Advisory Services management teams to prioritize and manage spend of $2.4m technology enhancement budget.
• Supported $1m+ upgrade to T. Rowe Price Leads system which included working with business to determine needed functionality, translation of that functionality into system design with IT partners/ vendors, and supporting operational areas with testing, training and communications.
• Aligned with marketing management to shape rollover retention strategy, determine operational and technology changes necessary, and accomplished an increase of 6% in the retention of TRP retirement plan rollover assets.

Workflow Management Team
(Employed by Comsys as a contractor for T. Rowe Price from 11/2004 through 9/2005)
Primarily responsible for liaising with the business on implementation of projects designed to improve and automate processing for back office associates in Retail, 529, control and compliance, brokerage, retirement plan services, accounts payable, financial institution services, investor centers, and savings bank.

Senior analyst responsible for full system development lifecycle activities for multiple projects of various sizes and complexities, which utilized traditional waterfall and lean agile methodologies. This included changes to workflow management system resulting from business process analysis and downstream impacts from front end customer facing application changes. As a lead analyst, was given additional responsibility of providing estimates for all projects with workflow management system integration. Mentored and trained new and less senior analysts on multiple IT/ business teams, was the primary liaison between the workflow management team and the business solutions group, and was the point person for retail project prioritization.

Key Achievements:

• Responsible for prioritization and management of Retail AWD Small Enhancement process and $300k+ budget. Assisted with resource planning ensuring workflow management team was structured to meet the analyst and development needs of the business and other IT projects
• Successful implementation of hundreds of projects resulting in efficiency gains and cost savings across business lines. Recipient of 16 Spotlight on Excellence awards, 5 Significant Achievement awards, and 3 Outstanding Achievement awards.
• Received the Extraordinary Achievement award for 2006 as a result of my role in the implementation of a new automated process for moving rollover accounts from T. Rowe Price’s retirement business unit to their retail business units. This application managed more than $250 million dollars in assets in the first quarter after launch, and realized an efficiency gain or $275k in 2006 and $575k in 2007.