Project Manager with over 15 years experience in global project management and business analysis for software and financial services companies. Size of projects ranged from $1MM to greater than $10MM. Proven analytical ability with an established track record of implementing projects on time and within budget. Record of improving efficiency and profitability through workflow improvement. Consultative manager with the experience to provide leadership. Excellent communicator, with emphasis on building client relationships and negotiating large global contracts.

Software proficiencies include: Salesforce.com, SharePoint, MS Project, Word, Excel, PowerPoint, Visio, SalesLogix and ACT as well as proprietary ETL and SQL reporting tools.

Qualification Highlights

• Project Management for Large (>$10MM) and Complex Global Projects
• Business/Process Reengineering
• Contract and Statement of Work Creation
• Efficiency Improvement
• Consensus Building
• Sales Support
• Operational Cost Reduction
• Customer Satisfaction
• Change Control Management
• Risk Analysis and Mitigation
• Staff Management
• P& L Management

Professional Experience

Independent Consultant

Confidential, Northvale, NJ

Managed Integration group that was responsible for implementation of systems solutions. Managed Tech Support Group. Managed projects. VideoBank is a software/hardware supplier of turn - key systems to process video and related data. Eighty percent of the business was for intelligence gathering systems in manned and unmanned aircraft.

• Implemented process and project management procedures with emphasis on consultant utilization to maximize revenue.
• Managed projects on a day to day basis. Implemented use of MS Project.
• Implemented requirements analysis methodology including test plan creation based on requirements.
• Managed all consulting and support staff.

Confidential, New York, NY

Performed fixed length consulting engagement to manage and review procedures of 8 entitlement analysts. Made sure that buy side clients had appropriate entitlement to broker research. Personnel were in New York and London. Refined work flow procedures within entitlement group. Led SharePoint adoption within group. Defined and created KPI reports from SalesLogix CRM data.

• Analyzed CRM data and determined joins and DB changes needed to report on time spent by client and by issue type to allow changes of procedures that minimized time spent working exception issues.
• Created reports, pivot tables and graphs in Excel in order to report on CRM data.
• Set up structure within SharePoint to store procedural documentation and training materials needed by the entitlements group.

Confidential, New York, NY

Senior Account Manager

Managed large financial services accounts in a Software Company for the securities trading industry. Assured that clients were getting full utilization of reference data scrubbing and time series (pricing) data for use in risk and credit determination. Acted as primary point of contact for any issues at named accounts. Clients included E-Trade, Wachovia Bank, Citadel, DRW and Millennium.

• Advocated for client functional requirements needs to internal departments at Asset Control including support, product development and engineering.
• Monitored open bug reports by client to insure timely correction.
• Led weekly status meetings with clients.
• Placed additional products and services after the initial sale.

Confidential, Jersey City, NJ

Director of Professional Services

Recruited away from SmartStream. Managed complex global projects and worked as analyst using Check Free TradeFlow securities workflow product for securities confirmation, settlement and exception management.

• Project manager for multi-million dollar global projects (>$10MM) for securities processing at Bank of New York Mellon, Legg Mason and Vanguard to achieve Straight Through Processing. Skill to manage multiple large projects simultaneously. Projects included integration of new software with existing systems and workflows, including front and back office systems.
• Defined SDLC with team and created training for “best installed solution” across division thereby standardized implementation methodology and increased profits for consulting work.
• Solutions included processing for equities, fixed income, derivatives, money markets and FX. Extensive experience with SWIFT, Omgeo and DTCC. Led client projects in the USA and UK for the capture of requirements, design and gap analysis. Documented inputs, tools for extraction and loading, techniques for processing and outputs. Led projects through to completion.
• Implemented timely reporting for personnel utilization and project profitability. Caused more accurate forecasting and reduced personnel “bench time” by 15%.
• Conveyed customer feedback to product marketing and development teams for inclusion in product strategy. Clients were better references to prospective clients because they were receiving desired features in product releases.
• Worked in all pre and post sale aspects of consulting projects including sales presentations, proposal preparation, pricing, contract and statement of work creation and negotiation, project planning, execution and project profitability monitoring resulting in highly profitable engagements.
• Managed staff of 10 consultants.

Confidential,New York, NY

Director, Professional Services

Managed all professional services work associated with SmartStream workflow product. Managed projects and performed business analysis on medium (>$1MM) and large (>$10MM) projects.

• Worked with USA, UK and India based teams to create solutions.
• Project manager and analyst for multi-million dollar solutions for financial services industry. Projects centric to trade flow and reconciliation initiatives at Confidential, SEI and T. Rowe Price for middle and back office trade processing as well as exception management for both buy-side and custody.
• Managed multiple global projects at different clients simultaneously for project planning, requirements definition, executing, controlling, monitoring and closing.
• Worked in all pre and post sale aspects of consulting projects including sales presentations, proposal preparation, pricing, contract and statement of work creation and negotiation, project planning, execution and project profitability monitoring resulting in highly profitable engagements.
• Managed staff of 12 consultants.

Confidential, Raleigh, NC

Director of Consulting ( )

Managed operations for consulting department of a 100-person company that created general accounting software and procurement systems. Managed over 40 people.

• Designed project scope and functionally with large clients for proper integration of IVIS systems into existing ERP, SCM and other operational systems.
• Created new lines of consulting business to add EDI, work flow, imaging and document management to accounts payable systems, thereby expanding product and services sales to existing accounts payable clients.
• Clients included Chase Bank, Home Depot, Lever Bros, General Electric, New England Deaconess Hospital and Bristol-Myers Squibb.
• Participated in acquisition of another company.

Project Director ( )

Managed large consulting engagements for Fortune 500 companies.

• Functioned as primary analytical and technical design resource for projects. This resulted in highly profitable fixed price work.
• Managed multiple large projects for general accounting systems integration in retail, manufacturing, banking and health care industries. This gave clients the desired integration of systems for seamless usage.