SUMMARY OF QUALIFICATIONS

Management Professional with track record of notable achievements in delivering excellence in operations, finance, and technology, key achievements include managing and supporting high visibility multi-million dollar projects and advising on Risk assessment and Risk management. Core strengths include analysis, Technical leadership, Project management, and Project planning, Project Support, Resource Allocation, Quality Assurance and Process Improvement.

TECHNICAL – Microsoft Office, MS Project, Access, PowerPoint, Excel, Word, Visio, MS SharePoint, Windows XP, FPRS, BWS Workstation and Prelude.

PROFESSIONAL EXPERIENCE

Confidential Waltham, MA
Implementation Project Manager – Consultant
April 2012 to Present

Information Technology Department

• Lead project team in defining, planning, and implementing new projects
• Define project objectives, scope, and level of effort
• Ensures that the implementation plan is executed effectively and efficiently by leading the implementation process and exceeding client expectations
• Manage implementation projects for HIPAA 4010/5010 x12 EDI Transactions
• Identify risks, provide analysis and contingency planning
• Ensures that projects remain on track and resolve issues with customers
• Identify and schedule project deliverables, milestones, and required tasks
• Establish and manage project plan

Information Technology Department

• Organize, lead, facilitate and manage cross functional teams to successfully execute projects from initial conceptualization and design through full implementation
• Manage development of project scope, goals, work plans, timelines, deliverables, resources, issues and risks
• Advise Management on opportunities for efficiency and process improvement for Work Flow Projects / Web Projects
• Develop and create process flow models and Visio diagrams and recommend areas of improvement
• Manage Clinic Availability Monitoring (CAM) Application – support clinic managers, nurses, health staff and central admission offices. Create on-line documentation for support staff
• Evaluate existing clinical workflows to identify functional gaps; research and work collaboratively with departments and end users to create solutions
• Perform Business Analysis, Lead QA Testing and User Acceptance Testing
• Lead / Review Functional Requirements Specification for the project
• Manage changes to project scope, through a formal Change Management policy
• Thorough understanding on the Software Development Life Cycle and ability to manage through all relevant phases

• Evaluated processes, prepared reports, conducted meetings with business and system stakeholders for a Change Management Project. Responsibilities included preparing and defining business requirements using MS SharePoint and MS Project
• Supported requirements to ensure that proper documentation and processes are maintained to control program project
• Created process flow models (Visio/PowerPoint), specifications, diagrams, and charts to provide direction to developers and Project team

PWI (Personnel Workplace Investing)

• Project Lead on a number of high profile projects working within Fidelity IT Systems. Proven track record to multi-task projects in a fast paced, deadline oriented environment and provides Project tracking and Project reporting (MS Project and MS SharePoint)
• Key responsibilities include formulating and defining scope, objectives and requirements based on both user needs and good understanding of applicable business system and industry requirements. Act as liaison between the business unit and IT Systems and other departments (which included project management, implementation, conversion services, finance, operations and quality assurance teams and well as production support). Communicated verbally and in writing with department heads, managers, coworkers and vendors to resolve problems and negotiate resolutions (MS Office Suite)
• Responsible for implementing a standard system of Project planning (MS Project), cost analysis, scheduling, estimating, scope control, reporting and productivity to ensure Project success. Liaison with Change Management team to identify and resolve system issues
• Analyzed business processes and practices in an effort to focus and meet customer needs and business initiatives. Provided solid business analysis and problem solving skills required to work on high visibility Projects
• Monitored risk assessment and risk management within projects, and provide recommended changes. Detailed oriented skill set with the ability to formulate successful strategies
• Provided technical leadership and subject matter expertise on projects to implement and enhance enterprise business applications. Conduct complex analytical studies on issues having major impact and make recommendations to management
• Created and maintained cost and project schedules (MS Project) by developing plans and specifications this includes documenting, prioritizing and tracking operational requests and coordinating with other Project leads
• Monitored and controlled Project lifecycle ensuring operational effectiveness and excellence of the business unit; Overall responsibility from conception to closeout
• Responsible for the completion of assigned complex projects as well as budgetary and scheduling requirements
• Tracked and analyzed business unit trends and make appropriate recommendations that will positively impact the Project. Performed User Acceptance Testing as part of a major implementation or conversion
• Prepared financial and system reports on defined contribution 401K and 403B plans. Consulted with operations management, conversion services, implementation, service installation group, quality assurance team and financial operations and provide recommendations and solutions on Projects

• Managed and controlled all daily plan level reconciliation’s and record keeping activities
• Acted as a primary client contact regarding plan level and participant level inquires and concerns
• Ensured data integrity relating to participant accounts on Fidelity participant record keeping system
• Monitored and interfaced with the payroll and benefit departments regarding wire transmissions and participant’s indicative data information
• Ensured proper documentation (MS Office) is maintained to support reconciliation and action. Produced timely, accurate and reliable financial information as it pertains to operational accounts and identified discrepancies and resolve client issues
• Provided support for special Projects and assisted in the implementation of new plans and existing accounts

Confidential Boston, MA
Supervisor, Finance Department
1988 to 1995

EDUCATION

• Bachelor of Science in Business Administration