SUMMARY:

• 10+ years of experience in Information Technology, 8+ years in Project Management and Business Analysis, and 7+ years of experience in Financial Services.
• Certified Project Management Professional (PMP) with expertise in project management methodologies (SDLC) and business analysis.
• Served as the Sr. Project Manager, Business Analyst, for SharePoint 2007 and SharePoint 2010 ECM and process automation initiatives including the management of the full SDLC, for infrastructure, migration, and development projects.
• Experienced in managing large scale data and application integration projects during numerous platform migrations and data integrity QA initiatives.
• Experience with custom development of the SharePoint based solutions: custom Web Parts, workflows, forms, pages, Business Connectivity Services, InfoPath, Office Services, and SQL Reporting Services.
• Served as a Project Manager during two full life cycle implementations of Autonomy ECM enterprise search and process automation solutions.
• Provided risk assessment and tracking tools by creating PMO templates, reporting tools, and process automations solutions for monitoring firm PMO project portfolios for CTB and RTB initiatives.
• Served as the Project Manager and Business Analyst for a portfolio of projects facilitating the organization\'s regulatory reporting, technology, and process improvement initiatives for IT PMOs.
• Mastery of tools for assessing and mitigating risks, and for efficiently allocating resources.
• Served as the Project Manager and Business Analyst for three customized CRM systems full life cycle implementations for Credit, Insurance, Asset Management, Investment, and Retail teams.
• Recommended enhancements to existing risk management tools and methodologies for Mark Review Regulatory procedures.
• Modeled workflows in MS Visio, and created technical and business requirements documentation.
• Advanced skills in MS Project, MS Visio, MS PowerPoint, MS Excel, and SharePoint Designer.
• Developed customized XML templates for automated documentation and reports generated by the firm’s Microsoft Dynamics System.
• MS in Risk Management, School of Risk Management and Actuarial Science, St. John\'s University

CERTIFICATION:

• Certified Project Management Professional (PMP) (1/08)

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY May 12-Present
SharePoint Technical Manager/Architect, Business Solutions Team

• Full cycle experience with supervising custom development, migration, and integration SharePoint projects including workflows, InfoPath Forms, SSRS, Business Connectivity Services, and Office Services solutions.
• Advises teams on governance and best practices for migrations and application integration.
• Serves as the Project Lead and Business Analyst by conducted requirements gathering sessions between internal constituents throughout the SDLC. Provides project management plans and business analysis documentation including POC, use case diagrams, testing, and change management documentation.
• Manages project timelines, levels resources, and manages budgets for internal teams and vendors using MS Project and proprietary PPM software.
• Devises curriculum and provides training for firm-wide SharePoint 2010 initiatives for technical support, and users.
• Providing a division-wide project management and governance framework for monitoring and reporting all projects within IT programs. Collaborating with IT teams to deliver a SharePoint portal based solution for effectively allocating resources and for identifying project dependencies and other project risks.

Confidential, New York, NY June 11-Apr 12
Sr. Project Manager, SharePoint Team (Consultant)

• Served as the Project Lead for a portfolio of projects for an international implementation of a SharePoint Server 2010 enterprise-wide platform migration, reporting, and process improvement initiatives.
• Project Lead and Project Manager for the migration of sites, applications, and data from SQL databases from SharePoint 2007 to the SharePoint 2010 platform.
• Full cycle experience with custom development of the following SharePoint based solutions: custom Web Parts, workflows, forms, pages, Business Connectivity Services, InfoPath, Office Services, and SQL Reporting Services.
• Served as the Project Manager and Business Analyst throughout the SDLC including requirements gathering, use case diagram and testing documentation, coding (SharePoint Designer), testing and deployment of SharePoint 2007, SharePoint 2010 sites.
• Devised a comprehensive SharePoint 2010 training program for technical support, Jr. Development staff, and users.

Confidential, New York, NY June 10 - June 11
Senior Manager/Project Manager (Private Equity, Asset Management)

• Provided risk assessment and tracking tools by creating PMO templates, reporting tools, and process automations solutions, for monitoring the firm\'s PMO’s CTB and RTB initiatives.
• Served as the Project Manager for a portfolio of projects facilitating the organization\'s regulatory, technology, and process improvement initiatives for Financial PMOs and IT PMOs.
• Served as the Project Lead throughout the SDLC including requirements gathering, analysis and design, coding (SharePoint Designer), testing and deployment of SharePoint 2007, SharePoint 2010 sites, and web based reporting systems (SQL Reporting Services) for Private Equity and Asset Management Valuation Teams.
• Served as the Lead Business Analyst and Project Manager during a large scale data migration initiative to integrate the firm’s investment pricing disparate legacy RDBMS with the Division\'s Oracle data warehouse.
• Conducted meetings and requirements gathering sessions between internal constituents including IT development teams, reporting teams, and trading desks, for the division’s SharePoint 2007 and SharePoint 2010 technology initiatives. Produced formal Business Requirements documentation inclusive of use case contexts, pre-conditions, post-conditions, and assumptions for a reporting system.
• Actively initiated, coordinated, and executed UAT during a database development and migration initiative. Generated test scripts, trained users to install, configure, and access testing environments. Provided documentation through the implementation of UAT templates, a team project site, and meetings.
• Provided MS Project training to PMO Project Managers for managing and integrating project timelines between credit and investment teams.
• Devised new cost allocation methods based on business activities. Reported monthly allocations to Senior Management and Controllers.
• Documented workflows and data flows in MS Visio for Mark Review process improvement and technology initiatives.
• Served as the Project Lead for customized SharePoint 2010 sites for tracking, monitoring, and reporting on documentation received from third parties and internal trading desks. Devised customized solutions by utilizing integrated MS Office features.
• Created customized solutions in SharePoint 2007 and SharePoint 2010 utilizing mail, workflow, and integration solutions.
• Created dynamic PowerPoint presentations by adding metadata to team reporting packs for slide identification in SharePoint libraries. Designed standardized presentations for consistent look and feel by creating user templates.
• Coordinated and developed curriculum for SharePoint 2007 training across division teams.

Confidential, ExcelVision, GVS, New York, NY Jul 08 - Jun 10
Project Manager (Credit, Insurance)

• Served as the Project Manager and Lead Business Analyst throughout the SDLC during the development and implementation of SharePoint 2007 content management sites, and four Microsoft Dynamics CRM systems: Credit Portfolio Analysis System, an Automated Credit Origination Platform, Contract Management System for the conglomerates insurance and retail businesses, and a Customer Service System.
• Facilitated requirements gathering sessions between Executive Leadership, Analysts and the firm\'s IT Staff. Gathered and documented functional and technical requirements for the implementation of credit portfolio stress testing and scenario analysis within the firm\'s risk Business Intelligence reporting systems.
• Served as a Project Manager during two full life cycle implementations of Autonomy ECM enterprise search and process automation solutions. System specifications included the utilization of OCR, data extraction and integration solutions, and workflows, to automate claims processing.
• Developed customized MS Word 2007 XML templates. Mapped data to templates in Microsoft Dynamics CRM for the generation of contracts. Trained users to generate contracts through the firm’s CRM System.
• Managed projects in MS Project. Tracked resources, allocated costs, and generated schedules for the execution of deliverables for the IT Team.
• Conferred with management and vendors to identify risk exposures. Recommended enhancements to existing risk management tools and methodologies with the goal of improving credit quality.
• Initiated a Project Steering Committee under the direction of the COO consisting of Leadership, Analysts, and IT Staff during a period of process automation and the implementation of the Enterprise Architecture Framework.
• Analyzed and documented the current state and determined the target state by aligning the firm\'s technology road map with the organization\'s strategic goals.
• Encouraged communication and the dissemination of knowledge by instituting weekly Project Pipeline Meetings among stakeholders.
• Provided governance by creating PMO templates for the management of the firm\'s project portfolio. Managed scope creep by instituting a formal process over RFCs (Request for Change).
• Developed VBA Macros in MS Excel to support the modeling of the firm\'s credit exposures and for the pricing of the firm\'s credit products.
• Collaborated extensively with staff to implement a risk reporting and a data modeling framework for Business Intelligence reporting systems to incorporate loan portfolio sensitivities and risk metrics.
• Enforced compliance with State and Federal regulations through the active review of the Firm\'s IT policies.

Confidential, New York, NYSep 05 - Mar 08
Project Manager/Risk Analyst (Asset Management)

• Formalized Risk Assessment Matrix templates for the identification and assessment of project risks. Trained Staff to utilize risk management templates. Created PMO templates for the management of the firm\'s project portfolio.
• Devised and implemented standard procurement templates and procedures to facilitate source selection and contract management: Purchase Requests, Leasing vs. Buying analyses, Source Selection Plan and Matrix, RFPs and RFBs, and formal documentation for contract closing procedures.
• Forecasted budgets and targets in MS Excel. Tracked project costs in MS Project.
• Conferred with management and vendors to identify operational risk exposures. Conducted analyses in Excel to quantify downside risks.
• Analyzed the firms accounting systems, provided technical and business process management solutions to streamline workflows and to facilitate reporting. Modeled workflows in MS Visio, and created technical and business requirements documentation.
• Negotiated service contracts and application agreements for ongoing support. Provided management with reporting on renewals, cost saving opportunities, and acquisition alternatives.

Confidential, New York, NYAug 03 - Sep 05
Project Manager (Consumer Lending) / Project Specialist

• Served as the Project Manager for a portfolio of projects facilitating the organization\'s lending activities.
• Cultivated business by prospecting and establishing contractual relationships with Financial Services affiliates.
• Encouraged communication and the dissemination of knowledge by instituted weekly Sales Meetings among department staff to promote lending activities.
• Created a comprehensive loan products and credit curriculum for prospective borrowers, industry professionals, and for client organizations to administer to staff.
• Conducted internal contract audits to ensure compliance to Federal regulatory guidelines for lending activities.
• Lectured publicly on consumer lending issues to politicians, City, State, and Federal officials. Served as a subject matter expert on a panel with Congressional District Representatives in Fall 2003 on NY1 Television Station.
• Developed tracking and reporting system to effectively deliver comprehensive demographic and financial reports to City and State regulatory agencies.
• Initiated and managed Northfield\'s Commitment to Conversion Initiative to ensure mandated regulatory compliance during a period of rapid technological implementation.
• Identified client data anomalies, worked with the appropriate departments to improve data quality.
• Mandated the collection and dissemination of information between staff and off-site contractors through collaborative online applications for access, monitoring, and control.
• Developed MS Access databases for departmental use. Trained staff in the effective use of database applications.
• Forecasted budgets and targets in MS Excel using Crystal Ball.

Confidential, New York, NYApr 00 - Sep 01
Internet Resource Center Assistant

• Served as a key team member on the firm\'s website image and branding project from conception to implementation, specifications, and design to testing.
• Contributed to implementation and ongoing technical support using web authoring tools such as FrontPage and Dreamweaver.
• Engaged in an organization-wide initiative to gather business requirements for the development of web based applications.
• Managed off-shore vendor relationships with IT product vendors by implementing an invoice tracking system.
• Processed Purchase Requests tracked the receipt of invoices and payments processing on behalf of the IT team.
• Provided the IT Team with cost effective product or service alternatives through research of competitive products, terms, and by leveraging negotiation skills.
• Created MS Access databases for departmental use. Trained staff in the effective use of database applications.
• Translated business requirements into comprehensible user reports by applying relational database skills.

Confidential, New York, NY Sep 98 - Apr 00
Jr. Database Administrator

• Served as an IT consultant for Confidential institutional IT initiatives. Tested and provided technical documentation for Lotus Notes database applications during R5 to R6 conversion.
• Developed and managed departmental databases to ensure data integrity
• Trained staff in the effective use and development of database applications.

TECHNICAL SKILLS:
Proficient in the following applications and modeling languages: MS Project, Advanced MS Excel including dynamic pivot tables, SQL, Visio, MS Access, MS PowerPoint, SharePoint Designer, SharePoint 2007, SharePoint 2010, InfoPath, XML, XPath, @Risk, SAS, SPSS, CA ERwin Modeling Tool

EDUCATION:

• MS in Risk Management.
• Professional Certificate: Business Intelligence/Data Warehousing
• Bachelor of Arts in International Relations.