SUMMARY

Expertise in insurance and finance industries. Record of coaching and motivating team members to achieve organizational goals. Resourceful problem solver, able to analyze details without losing sight of ‘the really big picture.’ Adept at explaining complex technical items to non - technical people. Intelligent, analytical, and articulate. Proficient with waterfall and agile methodologies. Experienced working in a PMO as well as a matrixed environment. Dedicated to customer service and quality above all.

TECHNICAL SKILLS

Languages: COBOL, MF COBOL, Oracle PL/SQL, Microsoft Visual Basic®

Software: Oracle, VSAM, DB2, Microsoft Word, Excel, Access, Project, PowerPoint, Visio Workfront, SharePoint, SalesForce

Platforms: IBM Mainframe, IBM Compatible PCs

Operating Systems: MVS/VM, and Microsoft Windows

PROFESSIONAL EXPERIENCE

Confidential

Data Conversion Manager

Responsibilities:

• Reorganized and cross trained data conversion team.
• Streamlined conversion process from 4 weeks to 1 week.
• Manage assignments and staff development of 7 Data Conversion Specialist.
• Assess performance of direct reports.
• Allocate resources based on project needs.
• Establish objectives and milestones, and drive project results.
• Liaison between the software development teams and the conversion team.

Confidential

Senior Project Manager

Responsibilities:

• Business Project Manager assigned to the Confidential Department of Financial Services ( Confidential ) Department of Insurance actuarial rate review team.
• Manage team responsible for documenting requirements and processes to allow the Confidential actuaries to access the Departments of Health’s All Payer Claims Database to assist in approving insurance rates for the individual and small group health care markets in accordance to the Patient Protection and Affordable Care Act statutory requirement.

Confidential

Project Manager Specialist

Responsibilities:

• Business Operations Project Manager implementing both business and IT solutions for a major life insurance client.
• Managed project for the client to allow the issuance of replacement Life Insurance policies resulting in a substantial increase in the number of active policies.
• Managed the treasury department effort to increase the credit card rejected re-bill attempts allowing for a greater amount of premiums’ being collected.
• Planned the client’s effort to split into two separate companies requiring the build of a new pilot testing environment as well as rebranding the existing policies.
• All management and planning tasks were tracked using MS Project
• Manage integration track of three (3) simultaneous life insurance transition programs into CSC business model.(I began these task’s as a consultant and completed them as an employee)
• Managed development of various reporting files that would be sent back to the client following the integration.
• Managed conversion of the client’s mainframe imaging data.
• Managed the build and execution of the pilot/model office mainframe environments for all three companies.
• All management and planning tasks were tracked using MS Project

Confidential

Project Manager Specialist

Responsibilities:

• Assigned as a Project Manager Specialist to Confidential
• Manage integration track of three (3) simultaneous life insurance transition programs into CSC business model.(I began these task’s as a consultant and completed them as an employee)
• Managed development of various reporting files that would be sent back to the client following the integration.
• Managed conversion of the client’s mainframe imaging data.
• Managed the build and execution of the pilot/model office mainframe environments for all three companies.
• All management and planning tasks were tracked using MS Project

Confidential

Managing Partner

Responsibilities:

• Manage all aspects of office administration, including: accounting, employee benefits, insurance issues and legal matters.
• Work with clients and partners to allocate strongest resources to the client’s projects.
• Build and strengthen relationships with clients.
• Develop staff’s technical skills based on client needs and technology trends.
• Manage budgets of ongoing projects.
• Assess performance of direct reports annually.

Confidential

Responsibilities:

• Developing proprietary law enforcement deployment application.

Confidential

Senior Project Manager

Responsibilities:

• Analyzed processing issues and provide improvement recommendations for in-house developed annuity payment system.
• Managed team that implemented recommendations.
• Provided ongoing management of support and maintenance for the annuity payment system.
• Managed transition of software support from Confidential . to Confidential Life Insurance Co.
• Stayed on after transition as subject matter expert at client’s request.

Confidential

Senior Project Manager

Responsibilities:

• Provided management of programming team to upgrade core business application from VB3 to VB6 as well as Oracle 7.3 to Oracle 9.0
• Documented business process of core application.
• Managed programming team that trained client’s staff to assume maintenance of the application.

Confidential

Senior Business Analyst

Responsibilities:

• Analyzed Group Life Insurance production errors.
• Production support including COBOL and Visual Basic programming maintenance in an Oracle database.

Confidential

Senior Project Manager

Responsibilities:

• Audited programming needed to de-register various Market Value Adjusted products.
• Verified accuracy of SEC filings to ensure application system operates consistent with document filed to comply with Sarbanes-Oxley.
• Programmed data extracts from Oracle database to be used for management reporting (written using pl/sql stored procedures).
• Managed team that audited user acceptance testing results for new policy administration system.

Confidential

Senior Business Analyst

Responsibilities:

• Designed management reporting tools using Oracle database.
• Designed, programmed, and tested data extracts from Oracle database to be used for management reporting.
• Programs were written in COBOL and PL/SQL

Canada Life

Senior Project Manager

Responsibilities:

• Managed team that designed, programmed, and tested customized add-on applications to group life insurance application for high net worth clients.
• Programmed some of the applications; written in COBOL with embedded sql and utilizing stored procedure.

Confidential

Senior Business Analyst

Responsibilities:

• Provided expertise in validating and debugging Oracle stored procedures used to convert Liberty’s health care block of business.
• Compiled detailed post conversion analysis report of the conversion management team and procedures.

Prudential

Senior Project Manager

Responsibilities:

• Designed management reports and directed team that wrote management reports using Oracle Reports.
• Designed and managed team that programmed, and tested billing, payment, employer and employee data extracts from Oracle database that were input to corporate data warehouse. Programs written in COBOL with embedded sql and utilizing stored procedure.

Confidential

Senior Project Manager

Responsibilities:

• Designed new month end reporting application.
• Lead team that optimized month-end reporting system by replacing it with new application consisting of Micro Focus COBOL programs, Oracle stored procedures, and Java interface.
• Designed, programmed and tested conversion of legacy system data from VSAM to new Oracle database.
• This conversion severed as the solution to the legacy systems Year 2000 issues.
• Assisted with implementation of new business application system.
• Managed team that stayed on post conversion to assist client to take over maintenance.

Confidential

Senior Project Manager

Responsibilities:

• Analyzed data mapping from legacy system to new Oracle database schema.
• Designed, programmed, and tested programs for data conversion.
• This conversion severed as the solution to the legacy systems Year 2000 issues.
• Assisted with implementation of new business application system.
• Managed team that stayed on post conversion to assist client to take over maintenance.

Confidential

Senior Business Analyst

Responsibilities:

• Supported Confidential clients: IMS, Confidential and Confidential (in South Africa).
• Designed, programmed, and tested variable fund trading and reconciliation system based on South African market.
• Designed, programmed, and tested Loan Amortization processing based on South African law.
• All were written in COBOL with embedded sql utilizing an Oracle database.

Confidential

Director of Pension Application Systems

Responsibilities:

• Served as Systems Representative on executive team that designed DIA’s Small 401(k) product.
• Managed conversion and integration of Confidential USA’s (DIA’s parent company) existing 401(k) plan into DIA’s business application.
• Managed assignments and staff development of 2 teams consisting of 20 members
• Planned and controlled budget for both teams; allocated resources based on project needs.
• Established objectives and milestones, and drove project results.
• Assessed performance of direct reports semiannually, and reviewed assessments for team leader’s staff.
• Acted as Systems Director of Training with budgetary control.
• Trained systems staff of 200+ in Total Quality Management.
• Designed and programmed application to facilitate revenue sharing between DIA and MONY for block of existing business upon DIA’s purchase of MONY’s Pension Division.
• Designed and programmed Annual Plan Review, document that provides Plan Administrators with overview of pension plan.

Manager of Pension Systems

Responsibilities:

• Managed team of 7 responsible for withdrawals, loans, disbursements, plan year-end and contract year-end.
• Chaired post conversion management task force.

Programmer/Supervisor

Responsibilities:

• Selected as 1 of 3 employees to work on $31 million project to convert pension administration system from HP Basic using Turbo Image database to IBM COBOL using DB2 database.
• Converted actual application code.
• Led team of 50+ Consultants.