SUMMARY:

15+ years experience managing medium / large scale ($2MM+) technology projects and programs in the financial services (banking, insurance, brokerage) sector, successfully addressing imperatives of cost & risk reduction, regulatory reporting and competitive advantage utilizing on and off - shore technical / business, cross-functional teams.

AREAS OF EXPERTISE INCLUDE:

Project Lifecycle Management

Detail Planning & Tracking

Mergers & Acquisitions

Agile & Classical Development

Budgeting and Forecasting

Distributed Team Management

Systems Integration

Risk & Issue Management

Project Management Office (PMO)

Change Management

International Services

Technical Staff Management

PROFESSIONAL EXPERIENCE:

Confidential

IT Project Manager

Responsibilities:

• Managed the systematic transfer of applications and data from Confidential to Confidential as part of Confidential ’s purchase of Confidential Insurance Services (WFIS).
• Successfully managed the time-constrained rebranding of thousands of artifacts and apps from WFIS to Confidential to comply with the acquisition agreement.

Confidential

Senior Project Manager / Assistant Vice President

Responsibilities:

• Utilizing the banks Agile Development Methodology and tools (JIRA, VersionOne, SCRUM), delivered a series of Student Insurance projects to make this major product offering more self-service, keeping Confidential competitive in this lucrative sector.
• Managed development and deployment of a wholly automated daily OFAC screening system for over 100,000 Confidential Insurance clients, payees and carriers effecting a major reduction in regulatory risk and supportive of banks’ AML efforts - an 18-month integration / inhouse development, data clean-up and warehousing project.
• Employing Confidential standard TPM processes, procedures and tools (STAMP, PMUWS, Sharepoint) successfully delivered a series imaging projects (FileNet P8, ImageRight) to improve response times and reduce costs / risks, further integrating Confidential Insurance Systems with Confidential applications to expand usage.
• Program / Portfolio Manager for Confidential Insurance Services commercial insurance projects. Supervised / mentored more junior PMs in the successful delivery of inhouse-developed solutions and 3rd party software integration projects. Ensured adherence on all directly / indirectly managed projects to PMO, SDLC, Financial / Risk Management processes / procedures, providing input to improvements efforts (beta-testing new products, communications).

Confidential

Senior Project Manager

Responsibilities:

• Achieved a 30%+ reduction in the frequency of user-impacting production application incidents (tangible savings of $1.5M+/year) through a series tactical remediation projects that coupled software changes, procedural refinements plus training & education in the banks’ Confidential Technology area.
• Projects managed from inception (business case development) through deployment and post-install.

Confidential

Senior Project Manager

Responsibilities:

• As a Senior Project Manager within the banks’ Global Treasury Solutions PMO, managed the development, delivery and post deployment support of a new revenue-generating, on-request check image delivery service targeting large-scale commercial customers.
• Managed a Confidential integration project that successfully rationalized two general ledgers, effecting supporting changes to 30+ lifeblood banking applications.

Confidential

Senior Project Manager

Responsibilities:

• Successfully managed multiple projects to assess and migrate production management functions for risk (credit, market, quantitative) and anti-money laundering (AML) applications into a consolidated, global, ITIL-oriented, production services organization.

Confidential

Senior Project Manager

Responsibilities:

• Successfully managed the large-scale upgrading of a retail lending imaging workflow (FileNet) system to support a doubling of business volume
• User base for this Filenet Panagon suite of apps increased by over 5,000 resources
• Methodologies (project management, integration lifecycle, test), new to the client were successfully employed as well as use of a geographically distributed heavily matrixed workforce, including contractors and vendors.

Confidential

PMO Project Manager

Responsibilities:

• Successfully delivered a new Claims processing decision-support system (.net, SQL Server, wiki) that placed ready access to both internal and external sources of medical and policy information on the desktops of 1000 Claims / Call Center staff, fulfilling the objective of increasing claims decision consistency.
• System routinely pulled relevant information from external data stores and merged same with internal data stores.
• Effort leveraged a domestic team coupled with significant off-shore development and specialty QA/QT (Quality Test) teams.
• Managed, from inception to installalion (and post-install support), a customer payments and adjustments system, including a check issuance (for those customers preferring same as opposed to direct deposit) and mail-merge facility.

Confidential

Application Manager / Program Manager

Responsibilities:

• Pioneering use of the Agile, Rational Unified Process (RUP), successfully delivered, from inception to deployment, a series of mission-critical Oracle J2EE costing projects that aided the private, Mid-West food service company’s growth. Projects included extensive data warehousing (ETL, Business Objects) components.
• Managed the IT Supply Chain Management mergers and acquisition program that successfully integrated two newly acquired operating units into the clients' existing operational and technical organizations.
• Spearheaded successful efforts to standardize IT development, including project, processes culminating in the CMM level 3 assessment of the organization.
• Managed multiple project and application support teams (including large ‘off-shored’ components) engaged in carrier access telecommunications billing for Confidential using a range of mainframe and client-server technologies.
• Delivered successful processing of over $1B in monthly billing, a significant portion of the company’s revenue stream.
• Completed eight major billing system releases (each comprising of 10+ projects) and progressively improved overall client satisfaction with the delivery process.
• Managed engagement (staff selection, budgets, project/resource management) for 14 months and received promotion to Engagement Manager in recognition of commitment to client and achievement of Confidential KPIs.