SUMMARY:

• 13 years in Business. 20 years in Technology.
• Experienced Manager who successfully delivers results, as a Program / Lead Project Manager for Waterfall or an Agile Coach / Scrum Master for Scrum or SAFe, despite challenging time, resource, and / or budget constraints.
• Projects include Enterprise Programs, Merger & Acquisition Transitions, Business Process Improvement, Application Development, and Vendor Package Upgrade or Replacement.
• 25+ years of Financial Services experience, including 18 years in Capital Markets and 7 years in Banking.
• PMI certified Project Management Professional (PMP®). Scrum Alliance certified Scrum Master (CSM®) and Product Owner (CSPO®). SAFe Agilist (SA®) expected 4/19.
• 14 years using Waterfall methodologies: up to $2.5 million in budget, 20 team members, and 35 simultaneous projects.
• 3 years Agile experience as a Scrum Master and a Product Owner, using Scrum, Kanban, and SAFe: up to $1.2 million in budget, 24 team members, and 2 simultaneous projects (one Kanban and one Scrum).
• 13 years as a Project Manager, 9 years as a Business Analyst, and 15 years as a Developer / Development Manager.

SOFTWARE SKILLS:

ALM (Quality Center)

Caliber

Clarity

Excel

Innotas

JIRA

Live Meeting

Lync

OneNote

PowerPoint

Project

Service Now

SharePoint

SnagIt

Skype

Team Foundation Server

TeamTrack

VersionOne

Visio

WebEx

Word

PROFESSIONAL EXPERIENCE:

Confidential, CHARLOTTE, NC, & NEW YORK, NY

Agile Coach / Scrum Master

Responsibilities:

• Created an Agile Overview in PowerPoint to bring Confidential and client executives up to speed.
• Organized and co - led two clients offsite:
• IDS in New York for technology leaders.
• EDE in Charlotte for business and technology executives.
• Led client meetings to plan the first wave of the Agile transformation.

Confidential, CHARLOTTE, NC

Technology (IT) Scrum Master

Responsibilities:

• Servant Leader of a high visibility, time critical project to convert Third Party Management (TPM) to the new RAM tool.
• Coached new Scrum Teams. Obtained certification of the teams as meeting the criteria for SDM Lean-Agile Self Adoption.
• Successfully delivered the Application and Reporting through UAT before year end code freeze.
• Facilitated the Scrum ceremonies including Iteration (Sprint) Planning, Daily Stand Up (Scrum), Product Backlog Refinement, Iteration (Sprint) Review, and the Iteration (Sprint) Retrospective.
• Supported the Product Owner Proxys (Business Analysts) during Iteration Planning by moderating Planning Poker.
• Tracked impediments using OneNote. Resolved organizational impediments as needed.
• Tracked what went well, what could be improved, and recorded the Delivery Team’s Retrospective commitment.
• Opened and closed Sprints in JIRA.
• Coordinated UAT for Reporting. Hosted Defect Calls. Monitored progress in Quality Center. Published Status Updates. Requested and obtained Business Partner approval for UAT.
• Completed two-day in person Lean-Agile for Teams training required for Lean-Agile Self-Adoption.
• 18-month Backfill consulting position ending after first project due to changed business priorities resulting in budget cuts.
• Custom Application: Agile (Scrum).

Confidential, CHARLOTTE, NC

Technology (IT) Business Analyst

Responsibilities:

• Identified a conflict between the requirements for the new version of AIMS and the selection by Confidential of Exadata.
• Facilitated the conference call between the Confidential technical team and Vendor representatives using WebEx to determine a course of action.
• BA for the migration to Oracle’s Exadata.
• Identified the Project Charter required by Confidential process had not been completed.
• Facilitated video conference calls using WebEx with the PM and Test Lead in Charlotte and the Database Architect in Detroit to complete the Project Charter. Obtained Stakeholder approval.
• Created the initial Business Requirements in Caliber.
• Developed the initial draft of communications templates using Word to simplify and standardize release notifications.
• Created As Is inventory using Excel of the Engineering & Operations SharePoint site.
• Gave 2 week notice to accept Confidential offer which more closely matched skills / experience / expertise.
• Vendor Package: Waterfall.

Confidential, CHARLOTTE, NC

Technology (IT) Scrum Master / Business Analyst

Responsibilities:

• Facilitated Daily Scrum (Standup) meetings of SAA Engineers in Charlotte and London using Skype for Business.
• Reported status of changes to Routing Rules and Business Identification Code (BIC) spreadsheets using Excel.
• Resolved organizational blocking issues.
• Business Analyst (BA) for the SWIFT Routing Services project.
• Created the Business Requirements Document (BRD) using Word.
• Facilitated walkthroughs with Operations and SAA Subject Matter Experts (SMEs) from Charlotte using Skype for Business to elicit additional requirements.
• Analyzed, refined, documented, and presented requirements.
• Analyzed Inbound and Outbound Messaging Traffic to identify Bursts using SPLUNK and SIDE. Presented results in Excel.
• Vendor Package: Waterfall and Agile (Scrum).

Confidential, CHARLOTTE, NC

Business Product Owner

Responsibilities:

• Effectively used VersionOne Import / Export from Excel to more quickly revise User Stories and Acceptance Criteria.
• Created and groomed the Product Backlog using VersionOne for the SWIFT 2017 Message Type (MT) Standards upgrade.
• Rolled off after successful UAT and Dark Release pending 11/19/2017 SWIFT Go-Live.
• Wrote User Stories for testing Vendor CGI’s changes to Object Charlie to support the 2017 FX MT changes.
• Conducted User Story walkthroughs using WebEx.
• Participated in Daily Scrum (Standup) meetings.
• Attended Quality Assurance (QA) Test Case reviews.
• Created and groomed the Product Backlog using VersionOne for the SWIFT Optimization (SWIFT Hub) project to automate OFAC Sanctions Screening and Processing by FX Ops of Inbound SWIFT Payment Messages sent to the US Bank FX BIC.
• Resolved issues in the pre-project MT 101 Process Flow design after consulting an FX Ops Subject Matter Expert (SME).
• Worked with the IT Scrum Master to create the agenda for, and to facilitate, the Kickoff meeting.
• Re-wrote the Project Charter and High-Level Business Requirements using Word to accurately define the deliverables.
• Wrote all User Stories and Acceptance Criteria for the Phase 1, 3/2018, Go Live of MTs 101, 103, 202, 305, & 306.
• Conducted User Story walkthroughs with the Delivery Team (Development and Quality Assurance) using WebEx.
• Set Sprint 1 and 2 Priorities. Accepted / Rejected Sprint 1 deliverables. Participated in the Sprint 1 Retrospective.
• 1-year consulting position ended after successfully completing all work for Phase 1 five months ahead of schedule.
• Custom Application + Vendor Package: Agile (Kanban and Scrum).

Confidential, CHARLOTTE, NC

Technology (IT) Scrum Master

Responsibilities:

• Servant Leader of 2 high visibility, time critical projects.
• Successfully delivered required release before year end code freeze.
• Responded to a critical OAQ Production Issue, contacting Dev Leadership after OAQ Support failed to respond, preventing failure to fund overnight for the Bank and the Broker Dealer.
• Facilitated Daily Scrum (Standup) meetings with the Compliance and PA Dev and QA on and offshore teams with an Architect, 2 Dev Leads, 7 Developers, a QA Lead, and 2 QA Testers. Coached Team Members new to Agile.
• Tracked / Resolved Blocking Issues using OneNote. Removed organizational impediments for the Delivery Team.
• Reported status weekly.
• Refined the Backlog.
• Created the Process Flow Diagram using Visio for Outbound MT 202s and 103s from the Prime trading desk and the Algo and FISTS upstream systems through OAQ to the SWIFT Alliance Gateway (SAG); the Inbound 900 ACK / NAK Confirms from SAG to PRSM; and the Inbound MT 103s and 202s from SAG for OFAC Sanctions / AML Screens then upstream.
• Obtained initial approval for the Compliance FSD then transferred to a WFS Intern. Mentored as needed.
• Completed the Prime Automation FSD for the 12/9/16 Pilot: conducted in person walkthroughs with Technology and Operations Stakeholders then obtained approvals. Supported the Prime Automation Pilot Release on 12/9/16.
• 3-month consulting position ended rather than converting after hold placed on non-essential projects.
• Custom Application: Agile (Scrum) / Waterfall blend. Full System Development Life Cycle (SDLC). 1 Release.

Confidential, CHARLOTTE, NC

Technology (IT) Scrum Master

Responsibilities:

• Successfully delivered despite the unexpected absence of the Solution Architect / Dev Lead granted an emergency Medical Leave of Absence as QA / UAT for Release 1 began by coaching a replacement Dev Lead.
• Coached the Product Owner in building / grooming the Backlog using Team Foundation Server (TFS).
• Led Stakeholders and the Delivery team in planning / executing expedited Regression Testing of an application not identified as impacted during pre-project Code Review to deliver Release 1 on schedule.
• Supported the UAT Coordinator by explaining technical constraints to Stakeholders and by explaining Business Requirements to the Developers so the team could design an expedited process to generate production like data in the QA / UAT environment to enable signoff on schedule to meet the FINRA deadline.
• Facilitated Sprint Planning and Daily Scrum (Standup) meetings. Coached Team Members new to Agile.
• Tracked / Resolved Blocking Issues using OneNote. Removed organizational impediments.
• Requested and obtained Approval to Build. Managed Budget. Identified Risks and Mitigation Plans. Confirmed Issues and Resolution Plans. Reported Key Performance Indicators (KPIs), including Throughput, # of Defects, and Story Points, plus RAG (Red / Amber / Green) Status in Innotas. Presented Go to Green Plan to Senior IT Management as needed. Presented Status to Senior Business Management.
• Opened Scope and Request for Change (RFCs) in Innotas for each Release. Presented to, and obtained approval from, QA Management and Release Management (RM) for Production Releases.
• Collected all Project Artifacts and insured compliance with LPL’s System Development Life Cycle (SDLC) Templates and Sarbanes-Oxley (SOX) IT Approval processes.
• Also managed 5 Work Orders and Defect Resolutions through Production Release. Obtained SOX signoffs.
• Custom Application + Vendor Package: Agile (SAFe). Full System Development Life Cycle (SDLC). 7 Releases.

Confidential

Technology (IT) Scrum Master

Responsibilities:

• Servant Leader for an Agile Sales Effectiveness project which created a single Application Program Interface (API), previously considered by IT to be impossible.
• Lowered defect remediation cost and shortened defect resolution time by identifying a significant number of defects in the mapping between the Unified and Regional XML (eXtensible Markup Language) XSDs (XML Schema Definitions) prior to deployment of the APIs to Quality Assurance (QA).
• Supported the Delivery Team of 1 nearshore and 2 offshore teams with a Lead and 1-3 Developers per team.
• Facilitated virtual Daily Scrum (Standup) meetings of the Dev team and biweekly Dev - QA team meetings.
• Created the Business Requirements Document (BRD), Functional Requirements Document (FRD), and Usage Document (UD) using Word and Visio. Validated and obtained Product Owner approval of the BRD.
• Led walkthroughs of the BRD, FRD, and 3 Technical Design Documents (TDDs) from Atlanta using WebEx / Lync in joint virtual meetings with 3 Development (Dev) and 2 QA teams in the US and India.
• Reported weekly accomplishments to Confidential and Global Payments Senior IT Management.
• Custom Application: Agile (Scrum). 1 Release (to Certification).

Confidential

Business Project Manager (PM)

Responsibilities:

• Led 2 Corporate Services Process Technology Improvement (CSPTI) initiatives which improved global delivery of services to Confidential management and team members.
• Managed a Business - Development (Dev) near and offshore team which delivered upgrades of the application used by Senior and Executive Management to support planning, risk mitigation, and execution of nearshore, offshore, and outsourcing transitions for all Lines of Business (LOBs) / regions.
• Successfully negotiated with Technology (IT) to deliver an additional release in 2015 to support a strategic business initiative by phasing requirements so IT could deliver Critical To Quality (CTQs) earlier.
• Introduced best practices including obtaining formal Stakeholder signoff of written Business Requirements Documents (BRDs) and publication of meeting agendas and minutes.
• Identified new automation / process improvement opportunities by working with the Business Project Management Office (PMO) to update the Business Process Diagram (BPD) using Visio.
• Managed projects from scope definition through post production testing.
• Guided the Business PMO in writing a BRD for the first release. Packaged and developed multiple Enhancement Requests into a BRD using Word for the second release.
• Obtained Stakeholder approval of BRDs via email / phone calls.
• Monitored User Acceptance Testing (UAT) and Go Live Status.
• Facilitated weekly virtual meetings from Charlotte with the Business PMO and supporting Technology Development (Dev) / Quality Assurance (QA) teams.
• Reorganized the Product SharePoint site to improve tracking of Status / Deliverables.
• Reported Key Performance Indicators (KPIs), including Planned vs. Actual Hours and Overdue Tasks, plus RAG (Red / Amber / Green) Status to Senior Management.
• Worked with an offshore Business Process Owner, onshore IT, and offshore Vendor representatives on a project to outsource management of subscriptions for Europe, the Middle East, and Africa (EMEA) staff or subscriptions from European publishers for all Confidential employees and consultants worldwide.
• Identified a missed CTQ Phase 1 Requirement by documenting Current vs. Future State in a BPD using Visio.
• Facilitated virtual meetings from Charlotte with the Business Process Owner, the Vendor in London, and the supporting Technical PM and Dev Manager in New York using Lync / Skype for Business.
• Reported Key Performance Indicators (KPIs), including Planned vs. Actual Hours and Overdue Tasks, plus RAG (Red / Amber / Green) Status to Senior Management.
• Participated in a 3 day offsite at the Confidential Headquarters Executive Conference Center in New York to prioritize the 2016 CSPTI Technology Portfolio. Worked with the Business PMO and IT to confirm requirements and estimate budget for planned projects.
• Custom Application + Vendor Package: Waterfall. Full System Development Life Cycle (SDLC). 2 Releases.

Confidential, CHARLOTTE, NC

Business Design & Integration Analyst (BA)

Responsibilities:

• Joined an employee team as the only consultant designing an eCommerce solution to replace 2 Vendor Cash Management packages used by commercial clients of Confidential .
• Facilitated in person Brainstorming and Requirements Gathering / Review sessions with key Treasury Operations Senior Management stakeholders.
• Analyzed “As Is” vs. “To Be” processes.
• Wrote and obtained Stakeholder signoff ahead of schedule for 3 Business Requirements Documents (BRDs) using Word to support Client Administration, Back Office Operations, and Audit, 2 more than initially assigned.
• Led virtual and in person BRD walkthroughs with key Treasury Services Stakeholders and User Experience (UX), Development (Dev), and Quality Assurance (QA) teams.
• Identified gaps in the Reporting Request For Proposals (RFPs) by attending Vendor demos then analyzing product features vs Critical To Quality (CTQ) requirements.
• Defined the Information Management Dashboard Functional Requirements Document (FRD) using Word. Refined Wireframes using Excel to reflect requirements. Obtained Subject Matter Expert (SME) approval, the only approved FRD before the project was cancelled.
• Participated in Joint Application Design (JAD) and budget reviews in Greensboro, NC.
• Consulting position extended from 3 to 10 months.
• Custom Application + Vendor Package: Waterfall.

Confidential, CHARLOTTE, NC

Business Senior Project Manager (PM)

Responsibilities:

• Led team of 20 with 3 nearshore Vendor and 3 Confidential PMs to upgrade Ventyx’s Service Suite (SS) mobile Workforce Scheduling and Dispatching module to version 8.1.2 (9/13) and Advantage 4.0 to Customer Suite (CS) 4.3 Customer Information and Billing module (2/14).
• Directly managed 6 Confidential BA teams with 4 Leads, 5 BAs, a BA / Trainer, and a SharePoint Admin / Technical Writer.
• Completed Project Charter using Word. Coordinated “As Is” Process Reviews. Facilitated development of the Risk Plan and wrote the BA Communication Plan using Word.
• Worked with the Confidential Technology (IT) Manager to develop the schedule using Project.
• Developed the City’s first Red Flag Program to detect fraud, manage credit risk, and protect consumer and commercial Personally Identifiable Information (PII) in compliance with the Red Flag Program Clarification Act of 2010. Worked with Confidential BAs and key Management Stakeholders including CharMeck 311 Managers. Obtained signoff from the BSD Manager and from the City Finance Department Attorney.
• Designed and worked with the SharePoint Admin to implement key process improvements, including Dashboard reporting of Key Performance Indicators (KPIs), including Test Case and Defect Resolution Status, for Confidential and Vendor Management.
• Facilitated weekly in person Confidential core team meetings with the BSD Manager, the Technical Manager, the SS 8.1.2 PM, and the CS 4.3 - SS 8.1.2 Functional BA teams. Facilitated virtual Vendor meetings with Confidential Managers and the Ventyx PMs.
• Facilitated virtual Vendor status review meetings with Confidential Managers and the Ventyx PMs.
• Directed development of the Go-Live Event Timeline using Visio.
• Vendor Package: Waterfall. Testing. Full System Development Life Cycle (SDLC). 1 Release.

Confidential, CHARLOTTE, NC

Technology (IT) Senior Project Manager (PM)

Responsibilities:

• Planned and facilitated the Kickoff for the Unstructured Archiving Services project.
• Developed and obtained approval for the Charter and Schedule using Word and Project.
• Held in person review of the Charter. Re-evaluated feasibility.
• Project cancelled as not feasible with current technology.

Confidential, CHARLOTTE, NC

Technology (IT) Senior Program Manager

Responsibilities:

• Delivered solutions to Investment Fund Administration, Regulatory, Tax Operations, and Treasury.
• Managed 1 - 10 Business Analysts (BAs) and Developers supporting Custom Applications and Vendor Packages, including Confluence Unity Workstation and CheckFree.
• Interviewed, recommended hiring, and trained a second Project Manager for the Program.
• Developed and obtained Business and Technology Governance Management approval for an Agile process to complete Maintain & Enhance (M&E) projects with minimal resources due to staffing constraints.
• Successfully managed 20-35 simultaneous projects using the new process. Also filled the BA role on 5 projects.
• Promoted 77 Projects, 8 Production Fixes, and 27 Crystal Reports to production in 19 months.
• Projects were 1 week to 1 year in length and $1,500 - $125,000 in cost.
• Set up Project (Budget / Resources) in Clarity / Open Workbench. Monitored Budget (Actual vs. Planned Hours).
• Wrote and obtained Subject Matter Expert (SME) and Management approval for 4 Business Requirements Documents (BRDs) and 5 Technical Design Documents (TDDs) using Word and Visio.
• Opened changes in Service Now. Presented changes to the Local Change Advisory Board (LCAB). Collected and submitted Sarbanes-Oxley (SOX) Compliance documents. Worked with Release Management Service Delivery to promote changes.
• Sample projects promoted to production (P2P):
• Calculated / Reported Standard Deviations for Global Investment Performance Standards 2010 - P2P 4/11,
• Extracted Assets from the Depreciation System using SQL queries - BA & PM P2P 9/11,
• Replaced 6 internal mainframe feeds with feeds direct from State Street Kansas City - P2P 4/12, and
• Added Tax Year for OMNI OPAY back to the DI Hub & FDW - BA & PM P2P 6/12 & 8/12.
• Developed bi-weekly Dashboard Report of Key Performance Indicators (KPIs) using Word and presented in person to Fund Administration Management for ~ 40 Strategic and M&E Confluence Projects.
• Received rate increase. Consulting position extended twice.
• Custom Application + Vendor Package: Agile. Full System Development Life Cycle (SDLC). 112 Releases.

Confidential, CHARLOTTE, NC

Technology (IT) Senior Business Analyst (BA) - Test Lead

Responsibilities:

• Enhanced the efficacy and efficiency of the Admin App Regression Test Script by redesigning the Test Plan to include standard Regression Testing following Release Specific Enhancement Testing as part of Release 3.10.
• Revised Usage Stats User Guide using Word to reflect enhancements from Release 3.10.
• Managed Scope & Task list for Release 4.10 of Admin App to prepare for the 1/11 Confidential conversion.
• Developed Test Scripts and Test Cases using Word and Excel. Executed Scripts. Managed User Acceptance Testing (UAT). Updated User Guide using Word and obtained Business signoff.
• Entered and managed Change Requests in PAC2000 (Remedy) for the Admin App and for Usage Stats.
• Custom Application: Waterfall. Testing. Full System Development Life Cycle (SDLC). 2 Releases. Merger / Acquisition.

Confidential, CHARLOTTE, NC

Technology (IT) Business Analyst (BA) - Test Lead

Responsibilities:

• Led User Acceptance Testing (UAT) for the implementation of a high visibility project which resolved an Office of the Comptroller of the Currency (OCC) and Internal Compliance issue by implementing a Privacy Event Management System (PEMD) to support risk mitigation of security breaches.
• Identified a Critical To Quality (CTQ) defect not found using standard approaches by designing a Time Based, Role Based, End-To-End process to simulate production use over weeks / months within 1-2-day Test Cycles.
• Improved defect resolution by developing and implementing a process for Development and Test teams to track defects in Quality Center (ALM) by project phase. 77 defects identified in Phase 1. 34 tracked to resolution.
• Developed Test Schedule. Developed Test Scripts using Excel, conducted End-to-End System Integration Testing (SIT), logged Defects into Quality Center (QC), and tested defect fixes. Supported UAT.
• 3-month consulting position extended until Production Release.

Confidential, CHARLOTTE, NC

Business Analyst (BA)

Responsibilities:

• Worked with key ATA Operations Stakeholders to identify, document, standardize, and streamline procedures using Word.
• Developed the schedules for Correspondence Standardization, Annuitization, and Customer Inquiry using Project.
• Business Process Improvement.

Confidential, CHARLOTTE, NC

Technology (IT) Lead Project Manager (PM)

Responsibilities:

• Led the project which converted Gallatin, the investment management unit of Confidential, to the platform used by Evergreen, the investment management unit of Confidential .
• Created Dashboard, Risk Log, Schedules, Status / Resource Tracking tools using Project, Excel, and Word.
• Managed 3 Business Analysts (BAs) on 2 projects and 2 PMs on 2 additional projects.
• Facilitated Requirements reviews with Stakeholders and SMEs, virtual for Gallatin Asset Management and in person with Confidential, for the Fixed Income, Desktop Conversion, and Compliance projects.
• Identified Critical To Quality (CTQ) Requirements not met by CheckFree / Upstream for the Equity and Fixed Income projects to replace Macgregor’s Financial Trading Platform (MFTP). Reviewed gaps with Vendor representatives and requested revised Statement Of Work (SOW).
• Rewrote then obtained Subject Matter Expert (SME) signoff for an Investment Management - Order Management (IMS - OMS) Business Requirements Document (BRD) using Word to address CTQ Requirements.
• Custom Application + Vendor Package: Waterfall. Merger / Acquisition.

Confidential, CHARLOTTE, NC

Business Senior Credit Risk Analyst (BA)

Responsibilities:

• Joined the consultant team implementing Confidential ’s Adaptiv system to comply with Basel II by monitoring Loan, Derivative, Foreign Exchange (FX), Securities Financing, and Securities Trading Credit Risk exposure for Treasury.
• Ensured Acceptance Test validity by resolving a critical error in Test Cases from prior trading floor experience. Revised Test Plan and rewrote Test Cases using Word, Excel, and Visio for Aggregation, Limit Structure, and Loan Product Measures.
• Executed Test Cases. Captured defects using SnagIt. Tracked defection resolution in TeamTrack.
• Revised the Credit Risk Management policy for monitoring settlement risk on Securities Transactions, Exchange Traded Products, and Foreign Exchange.
• Vendor Package: Iterative. Testing. Business Process Improvement.

Confidential, CHARLOTTE, NC

Business Analyst (BA)

Responsibilities:

• Identified critical business process flaws causing a significant backlog resulting in participant complaints and regulator concern through in person observation of Confidential Operations personnel processing requests using PowerImage in Denver and in Charlotte. Recommended business process changes based on analysis of the process to resolve issues.
• Completed Problem Resolution Specialist training for Confidential in Birmingham.
• Business Process Improvement.

Confidential, CHARLOTTE, NC

Technology (IT) Project Manager (PM) - Technology Delivery Manager

Responsibilities:

• Obtained Business and Compliance signoffs after completing the Business Requirements Document (BRD), the High-Level Design (HLD), and the Low-Level Design (LLD) using Word.
• Identified a previously missed requirement to segregate BAC and competitor MBNA issued affinity card accounts which resulted in a $1 million budget increase to make additional Know the Customer (KTC) changes.
• Led a Joint Application Design (JAD) which confirmed system impacts and designed corrections.
• Developed the Improve and Control Budget Forecast.
• Also assumed the Co-PM - TDM role with an MBNA Co-PM for a project which merged client facing Small Business eAlerts.
• Restored project from Yellow to Green RAG (Red / Amber / Green) Status.
• Led virtual and in person Kickoff sessions to identify Business Requirements.
• Obtained Business and Compliance signoffs after creating the BRD using Word.
• Led a JAD which confirmed system impacts.
• Developed Improve and Control Budget Forecast.
• Set up and maintained each project in Clarity. Reported Project Status, including Key Performance Indicators (KPIs), such as Planned vs. Actual Hours and Overdue Tasks, to Senior Management in weekly virtual meetings.
• Custom Application: Waterfall. Merger / Acquisition.