Professional Background

• Previous interaction and work experience include Financial Systems and Services GL, AR, AP , FX, Derivatives, Cash, Options, Front, Middle and Back Office Operations, Hedge Funds, Asset and Risk Management. Payment, Fix Assets, Collection, Liquidity, Trade Finance, Commercial Card, Escrow Services and Collateral Management Global Custody, Securities Lending, Financing, Wealth Management, SEC Compliance, Ratings, Structure Finance, Securities, Stock and Bond Markets Debt and Equity
• Accomplished Senior BSA, PM and QA Manager with over 20 years professional services experience, in amongst other areas the planning, execution and release of project initiatives within amongst others the financial services and Accounting arena - Corporate and Treasury Services, Brokerage - Broker Dealer and Hedge Fund Companies, Investment Banking, Prime Services, Private / Global Wealth Management, Rating Agencies, Retail Banking and Capital Market Operations

Sr. Project, Program and Portfoli Manager, PMP est. Q1 2013: MS Project / Server, Jira, MPMM,

Confidential

• Highly skilled and experienced in business process and relationship management activities t include: facilitation of multi-departmental and one-on-one activities tiger-team sessions, project resolution management initiatives, JAD sessions, strategic and financial planning contract/SLA negotiations, arbitration, process reengineering and risk management
• Veteran of multiple end-to-end and specialized project initiatives including project resolution and triage engagements strategic planning and tactical execution project assessment, corporate actions, merger and acquisition, transition, system integration, reengineering, vendor bid process management, documentation, business transformation, compliance and certification.
• Well versed in multiple areas of SDLC methodologies Agile, RUP, RAD, Spiral and Waterfall and various Project, Program and Portfoli tools/applications e.g. HP PPM, Clarity, RedMine, SharePoint, etc .
• Experienced in the creation and housing/management of all documents/artifacts pertinent t the governance and management of all project level phases and cycles e.g. Project Charter, Business Case, Feasibility Study, Project Plan, Communication Plan, Acceptance Plan, Financial Plan, Resource Plan, etc .
• Well versed and experienced in the management of multiple on-going projects and resource simultaneously t include vendors, 3rd party, and offshore team activities.

Senior Business Analyst: RequisitePro, Case Complete, Enterprise Architect, Smart Draw, Visio

Confidential

• Additional experience, skills and tools in this area include Joint Application and Requirement Development JAD/JRD sessions, BRD, FRD, FSD, UML, VISIO, Use Case and Requirement Modeling Business Justification development, Feasibility Studies Solution Assessment and Validation SDLC Agile, RUP, RAD, Waterfall and Spiral - requirement planning and management business process improvement, documentation and design-development of current and future state, workflows and/or business data workflow architecture.
• Highly effective in information gathering and assessment as well, as in the use of such gathered information t develop and/or deliver 'structured' functional and technical documentation/drawings needed t assist in reaching consensus amongst stakeholders -and providing analysis through future state.
• Instrumental in planning, soliciting, interpreting and depicting pain-points int business requirements for solicitation of product/services, visioning, developmental and/or processes reengineering / business transformation initiatives.

Seasoned QA / Release Manager

Confidential

Experience in the planning and development of QA test practices /disciplines, initiatives, and documentation including, but not limited t plan, strategy, calendar, logs, artifacts, scripts, test cases, incident bug reporting forms and processes , regression testing, test training, mentoring and management as well, as seeing through all levels of testing associated with conversion, unit, interface, integration, system, UAT, performance and security testing.

Vendor, Product Selection, Procurement, Strategic Sourcing and Vendor Management

Confidential

• Well versed in the development, execution and management of campaign initiatives associated with the evaluation / proposition of outsourcing BP services and/or vendor product selection management operations otherwise known as strategic sourcing.
• Experience in ROI development, assessment and risk / cost analysis including the capturing of requirements and converting of such data int RFI/RFQ/RFP documents for bid, Contract, SLA, Vendor Score-Card and POC processes.
• Domain Expertise: Financial / Banking Services, Media / Publishing, Health Care Insurance, Hospitals/Nursing Facilities, Health Care Fitness, Education, Nonprofit, Wholesale/Warehouse/Shipping Legal, Labor, Office Automations, Document Management Service Bureaus, Technology Solution Companies.

Technical Skills

• Agile / SCRUM Coach / Mentor - with hands-on deployment experience in RAD, Waterfall. Spiral and Agile/SCRUM methodologies. Effective in mentoring, managing and cross-training, traditional SDLC project teams, in proper Agile/SCRUM principals / practices - or where needed - tailoring / instilling a temporary delivery model utilizing ad-hoc best-of-all-breed Agile and Waterfall practices
• Project Management Collaboration Systems: Jira, MS Project/Server, RedMine, SharePoint
• Project, Program Portfoli Management Tools PPM : Clarity, HP PPM, RedMine, Work Space, Project-Open
• Ecommerce Sites . SME Core Technology and service activities, in vertical, include such areas as: CMS, CRM, SMS, SCM, Back Office Operation and Integration, Payment Processing, Compliance PCI/COPPA , User Experience UX/UI , Interface Development via API/Web Services, Style Guides, Wireframes, Logistics, Fulfillment, Inventory Management, Analytics, Omniture, Webtrends, Marketing/Email Campaigns and Mobile Application / Aggregators
• System/Application Development/Reengineering/Acquisition - Experience successful in the oversight and management of technology / enterprise wide system / architecture design, development support initiatives well versed and experienced in the drafting of strategic and tactical plans - for the visioning, planning, uprooting / replacement, procurement / purchasing, reengineering / building, customization, integration, rollout / deployment, and testing of both home-grown and Custom-Off-The-Shelve Systems / Software COTS , such as:
• ERP: PeopleSoft HRC 9.0/FMS/SCM , SAP SD/MM/FICO/SCM , Siebel CRM Oracle Financial
• CMS: Documentum, Word Press, Drupal, Paper Vision, File-bound, RedMine, Story, Sharepoint
• CRM: MS Dynamic, Sales Force Automation SFA , Siebel, ACT Goldmine
• Ecommerce: IBM Websphere, Think Subscription, Digital River, Responsys, Google Analytics, Webtrends, Omniture
• POS: Proprietary Retail Restaurant Systems
• TOMS: Trade Order Management Systems - EZE
• OSMS: Order Subscription Management System - Think Subscription now Digital River
• LCMS: Legal Case Management Systems Smart Advocate
• Portal Builder: TIBC / Buildagate
• Accounting Systems: Mass90, Oracle Financials, Peachtree
• Payment Systems Aggregators: PayPal, mBlox, End2End, Netsize, Mindmatics
• Financial Feeds: Bloomberg, Markit, Reuters, Wall Street On-Demand, CNBC, BPipe
• Financial / Brokerage / Treasury Systems: SWIFT, FedWire, FIX, MHS Messaging, Cosmic, Titan, DataMart, Bullet, Advantage, GDH Valuation, Sunguard Adaptiv, ECDS - Enterprise Commercial Deposit System, Evare, iVault, WDC DDA Accounting, WebCMS, GLS - Gen Ledger System, CITCO, HYDRA, Bloomberg TOMS, Destination Station

EXPERIENCE

• Confidential

Project CORE / Workstreams: Business Relationship Management, Business Impact Analysis, Business and User Data Collection, Issue Tracking via Jira, Google MyCloud, SharePoint, Application Analysis, Training, Client and Management Facing Scope: Engaged as a senior consultant, via the UK EPMO, t help facilitate and expedite the analysis of a high-profile, enterprise-wide, global initiative, impacting over 70-countries. The Messaging Collaboration initiative M C is challenged with both the rolling-out and migrating of all messaging and collaboration services over 250,000 users t a Global, Cloud-Base Service Model Core responsibilities are consistent in working with all Pearson's business divisions and groups, including key stakeholders, up t C-Level, steering committees , the PMO, engineering and development in-order t ensure that all requirements and business processes are being fully analyzed s as t accurately understand the impact t business, and its processes, affected by the move t the Cloud.

• Confidential

Role: BA/ Project / Release Manager

Project Methodology: MS Project / Agile / SCRUM / Waterfall

• Project CORE / Workstreams: Ecommerce, SCM, ERP, SOA, Fulfillment, CMS, CRM SFA , Legal, Compliance, UX, Front Back Office, B2B / B2C, Accounting, Business / System Process Analysis / Reengineering, QA and Release Management
• Scope: Engaged by the PM t oversee the identification, development and rollout of a CORE ecommerce business/ platform t be rolled-out t both the US and UK - and eventually globally t 22 other partnering countries all efforts would simultaneously coordinate both identifying and coordinating a business process plan / model t be used, moving forward, by the PMO, for executing all future global rollouts of the eCommerce platform / model.
• eCom areas of focus would be across the board with special attention being given t identifying and documenting procedural areas requiring process work, by other regions, that might require a different process procedure, due t that regions policies, laws and/or local practices. Some of these areas and practices would be: Legal, Vendor / Supply Chain Management SCM , Customer Support, Shipping, Payment Gateway, Reporting, Email and Analytics, Content Management, Change Management, Merchandise Catalog, Return Refund, Taxes and Front/ Back Office.
• Maintained adherence t Weight Watchers WW PM project methodology delivery of documentation against WW Proprietary SDLC managing and facilitating a wide variety of JAD/Planning' discussions amongst and between senior management, project stakeholders, technology personnel and vendors
• Managed the decommissioning of a B2B sales platform while simultaneously migrating all services t new systems - including
• Drove all projects t meet timeline through strategic, tactical, QA and release phases - this t include management of all level of efforts LOE including Engineering, IT, IA, Editorial, Copy and HTML efforts
• Recruited early in project t manage entire project release consisting of 8 Project Managers and 26 individual projects being rolled-out t 22 separate countries.
• In the Release Manager role responsible for planning, managing and facilitating all aspects of QA planning, Release and Environment Building including the chairing of weekly meetings between and with' other PM, Engineering, IT, Business and Management staff t discuss the progress of all projects and their individual statuses, risk and issues impacting the timely release of each.