SUMMARY:

• IT and Business Portfolio / Program Delivery manager with extensive experience in working at executive level to determine, develop and implement the strategic roadmap for business and IT projects and initiatives.
• Managerial and Leadership experience in developing teams of Project Managers, Business Analysts and Quality Assurance professionals.
• Expert in working with C - Level Business Executives through IT implementation teams in the areas of Strategic roadmap development, Business & IT Change Management, Scope/Requirements Analysis & Technical Design, Development and Validation & Quality Assurance, Compliance/Regulatory and Release Management.
• Able to integrate broad base of technical and industry knowledge to lead large programs of project work from ideation, market analysis and business specification through product development and implementation.
• Adept at leading multiple projects simultaneously, effectively developing program roadmap, ROI, managing risks, delivering requirements that meet and exceed clients’ expectations, and cultivating relationships with executives, vendors, and internal/external stakeholders. Excellent organization, communication, and presentation skills.
• Areas of Practice: Portfolio Management (PPM), Program Management Office (PMO), Business and IT Alignment, Business Process Transformation and Change Management, Transition / Delivery Management, Process Improvement Consultant, Project Manager Agile Scrum Master, Agile Coach, Program Manager, Change Manager, Technical Delivery Manager, Deployment Lead, Software Programmer, IT Asset Management, Transformation Management Office (TMO), Strategic Business Planning and Strategy, PMP - Project Management Professional, Vendor Management
• Industry Lines: Insurance, Commercial and Retail Loans, Banking/Finance Information Technology, Regulatory Compliance, Mortgage, Securitization, Consumer Banking, Credit Bureaus, Treasury, E-commerce, Insurance, Telecommunications, Sales and Delivery, Supply Management (SCM), Credit/Market Risk, Investment Management, Tax, HR, Actuarial

TECHNICAL SKILLS:

SAP, Visio, MS Project, Advanced Excel, Word, PowerPoint, SharePointPortfolio Management Tools (PMT, PPM), Agile Tools (CA Rally, Version One), Use Case Tools, Test Tools Web (Java, JavaScript, VBScript, ASP, and IIS), Mainframe (MVS, JCL, SAS, COBOL, CICS, DB2, VSAM), Cloud (Azure, AWS)

CAREER DETAIL:

IT Portfolio Director and Delivery Manager

Confidential

Responsibilities:

• Managed the delivery of the enterprise level, multi-million dollar Corporate Functions Systems portfolio. This included the first time implementation of systems for the new start up; Human Resources, Procurement, Tax, Investments, Credit and Market Risk, Treasury, Actuarial, Reinsurance, Financial Accounting and Reporting, Logistics, Legal and Compliance
• Managed a portfolio repository of 70+ active, on-going projects with total budget in excess of $100MM
• Provided business strategies and tactical plans for the upcoming fiscal year; supported the key investment strategy, prioritization, supporting business cases and financial investment decisions; presented direction, optimization opportunities and required changes
• Provided direct control and oversight over highly interdependent programs that required considerable resources and high level of functional integration; interfaced with all areas affected by the various projects including end users, distributors and vendors to review project deliverables, ensure adherence to quality standards and ensure implementation & operational readiness
• Provided oversight for delivering all projects / programs contained in the Functional IT portfolio on time, within budget and meeting the strategic business requirements while managing the risks, dependencies and resources associated to the investment
• Provides first level of escalation for project issues brought forward by the program or project teams
• Established and managed relationships with a diverse group of client organizations; able to interface with all professional levels; performed assessments & proposals in support of business development & improvement efforts; drives project teams to deliver results. Excellent team leader with the ability to energize & develop high performing teams.
• Established and directed IT and Business Transformation / Project Management Office efforts; Experienced in leading existing TMOs / PMOs and TMO / PMO startup programs. Specialization in current state assessments & leading transformation efforts to improve overall PMO effectiveness. Key focus areas include PMO processes, portfolio / project metrics, tools & standards, delivery and change management best practices.
• Championed & influenced stakeholders commitment to new procedures, processes, tools and / or methodologies utilizing various communication channels
• Ensured consistency across projects and programs to ensure reporting, milestones, and delivery across multiple functional areas
• Analyzed key performance metrics from various sources, performed complex analysis such as cost projections, feasibility studies, benchmark comparisons and other reports; present results to leadership; develops action plans, including measurements for successes, in response to key issues and strategic goals
• Interprets and supports entire Governance process including implementation and preparation of recommendations and presenting options that detail impacts of potential and final investments decisions
• Responsible for the financial management of specific business functions technical portfolio of investments to ensure proper alignment to overall technology expense targets and operating model
• Managed governance meetings to review exceptions, escalations, risk mitigation and proposed change control requests

Delivery Manager / Program Manager

Confidential

Responsibilities:

• Associate Information Officer (AIO). Brought on board to develop plans, budgets, and resources. Lead strategic planning initiatives in collaboration with IT and Business executive management and developed processes with Program Management Organization (PMO).
• Financial Planning: $35M Budget - financial planning and negotiation
• Portfolio Management: Establish portfolio road map aligned to corporate goals, negotiate priority and ROI with Business and IT stakeholders.
• Resource Planning: Project Manager management - onboarding, allocation, workflow and governance
• Global Roll out (impact 34 LOB’s within 26 countries covering NAM, EMEA, APAC, LAC)
• Agile Adoption: Process development with vendor, establish tracking and measurement metrics, Governance and standardization for requesting, approving, and scheduling projects and resources
• Managed vendor partnership and ensured execution of contracts to support delivery.
• Spearheaded $10M global claims automation platform and $5M Anti-Fraud initiatives.;
• Confidential Global Decision rule engine platform program, which centralized all Confidential decision rules and workflow.
• Projects involved various teams and disciplines such as Web and Mobile UX implementation, Document Imaging (Kofax), Process Automation (Openspan) and PEGA systems.

Program Manager

Confidential

Responsibilities:

• A Professional services and consultancy company to the financial industry. Directed numerous projects and proof of concept (POC) initiatives providing consultation expertise and developing technology solutions for large global financial organizations.
• Led in-house and international business and technical professional client/vendor teams in the analysis, design, visualization, simulation, and implementation of business logic that drives financial operations and compliance.
• Governed the internal PMO initiatives to standardize templates and processes for sales, project management, and delivery operations.
• Led Business Continuity Planning (BCP)
• Provided Implementation Services (COE, Project Management, Technical & Architecture oversight, Modeling, BA/SME support, interfaces & migration)
• Deployed Confidential DECISION to dramatically change the way mortgage organizations manage their businesses, by modernizing traditional business rules management with a new and emerging discipline called decision management.
• Projects include Loan Origination, Retail & Wholesale, Credit Risk Management, Regulatory and compliance projects such as Volker Rules, Dodd Frank, SOX, etc.
• Clients include Goldman Sachs, J.P. Morgan, Wells Fargo, Freddie Mac and Fannie Mae working at senior levels within these companies.

Independent Consultant: Program / Project Management

Confidential

Responsibilities:

• Hired to lead a team of business analysis to migrate from numerous legacy General Ledgers to a single SAP ( Confidential ) platform.
• Performed project management activities relating coordination of resources and activities to remediate downstream systems in line with the new GL platform.
• Lead the team of business analysts to develop business requirements and functional specifications affecting a number of key Systems of Record (SOR’s).
• Hired to head the implementation of a replacement Indirect Loan Finance decision and Loan processing system (COTS), with internal IT development, QA/UAT and implementation teams. Budget $15M with team approx. 50, including vendor management.
• Business strategy and requirements development working closely with executive level business sponsors and 3rd party vendors.
• the migration and update of databases and reporting platforms, liquidity funding, portfolio summary, regulatory compliance (Basel) and loss mitigation, Funds Transfer Pricing (FTP) data provisioning and reporting relating to profitability and interest rate risk forecasting.
• Providing consulting services for portfolio summary, regulatory compliance (Basel) and loss mitigation analysis and reporting.

Confidential

Responsibilities:

• Hired to select, customize and implement a full end-to-end Mortgage Loan Origination and Fulfillment system. This new system would be provided by third party vendor and will have to handle both consumer and real estate products in a centralized underwriting environment, allowing risk management fast and easy changes to processing criteria.
• Selected vendor after interviewing and vetting a number of top ranked credit risk system providers such as AMS/CGI, Approx., Confidential, Fair/Isaac, and Equifax.
• Developed Requirements for use in vendor evaluations. Developed RFI and RFP for vendor solicitation. Helped in vetting and determination of vendor selection. Refined and delivered detailed requirements for use with selected vendor for SOW creation.
• Project Management/Business Analysis: Once selected, provided industry business best practice knowledge in development of business objectives and requirements through interviews and collaboration with Confidential business units, IT, QA and support staff.
• Created business requirements, use cases and flowcharts for group discussion and requirement understanding. Developed detailed automated decision, workflow and fulfillment processes.QA management and delivered test plans and testing processes to QA staff. Set release planning and future enhancement implementation procedures. Delivered platform training to: Training groups, end users, management and sponsors.

Program Manager

Confidential

Responsibilities:

• Developed program strategies for new business acquisition and ongoing account management.
• Evaluation of customer business strategies, technical platforms and technologies, for the further penetration of company’s core products and services within the customer environment.
• Conducted sales support activities including Business Case Preparation, Business Cost Benefit Analysis/ROI, Business Definition Requirements, SOWs, Contract negotiations, RFPs and Formal Business Presentations.
• Perform post sales account management functions including cross sell and up sell opportunity identification, change control and market analysis studies.
• Designed technical requirements for new or enhanced product and program development Coordinated compliance
• Responsible for the design, build and implementation of the first decision rule engine for Confidential .
• Data source vendor selection and contract negotiations. Design and Creation of credit bureau attributes.
• Perform market analysis to determine product offerings.
• Generation of business requirements for new product and program development.

IT Director

Confidential

Responsibilities:

• Directed several manager and project manager led teams in the design, development, delivery & installation of complex large-scale application software solutions to the financial industry. Functional teams included product management, project management, consultancy, process improvement, development, quality assurance, testing and client support. Budget responsibility of $3.2M.
• Constructed relationships with various internal organizations with an emphasis in product development and delivery, CRM analysis, product growth initiatives, new technology introduction, and resource growth/retention plans. Directed the following teams; Product Development (Mainframe, Client/Server and Web based), Delivery and Implementation, Product Management and Marketing, Customer Support, Quality Assurance, Testing, Documentation and Process Improvement (SEI/CMM). Staff organization consists of 40+ individuals, including three mid-level managerial reports.
• Responsible for selection and evaluation of third party solutions.
• Project Management for delivery of adaptive control Strategy Management PROBE, Confidential, TransactSM product suite for Captive Auto Finance, Bankcard and mortgage
• Performed operational leadership for product management, project management, development, QA and customer support groups.
• Instigated project office with resource development including recruitment and training.
• Directed the SEI / CMM process improvement initiatives resulting in a 30%-35% reduction in software product development and delivery time (time-to-market), and associated costs.