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Click here or scroll down to respond to this candidateCandidate's Name , PMP
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Global Program Manager/Project Manager
Accomplished and results-oriented senior manager with 20 + years of expert proficiency across the financial sector (core banking, consumer and commercial lending) as well as, insurance. Focused on delivery of large scale, complex solutions across all phases of design, development and testing. Regarded for the ability to drive process changes, streamline productivity, improve quality and develop high-performing teams. Core competencies:
Program & Project Management
On/Off Shore /Shared Service Resource Models
Testing & Change Management
Large Scale Integrations
Quality & Process Improvement
Development/Product Support /Operations Synergy
Strategic Planning & Tactical Execution
Voice of the Customer
Technology-Business Analysis Alignment
PROFESSIONAL EXPERIENCE & ACHIEVEMENTS
Zion s Bank (Salt City, UT) Contract 2016 2017
Senior Project Manager, PMO
Project: $300MM core transformation program across three phases; replacement of primary platforms supporting Consumer Lending (ACLS), Commercial Lending (CLCS, Shaw) and Core Banking (mainframe) with the Tata Consulting Services (TCS) BaNCS platform. This is the first TCS installation in the U.S.
Workstream Lead PMO, Reporting - Primary Role (Phase I and II)
Key Responsibilities
Coordinated business stakeholder workshops to assess Operational Reporting needs for Consumer and Commercial Lending
Led supporting teams (Data Analysts, Modelers, ETL Developers, Business Analysts, Universe Developers, Report Developers) for data mapping, design and development of operational reports using Business Objects for Phase I and II within the data warehouse (Oracle)
Provided oversight of design and delivery activities for vendor (TCS) developed operational reports for Phase I and II
Partnered with Technology Teams regarding environment and infrastructure requirements (Control M batch jobs, configuration, security) for Operational Data Store
Responsible for all project plans (MS Project, Workfront/At Task), Risk & Issue management (SharePoint), Change Control requests (SharePoint) and stakeholder communications to PMO and Executive Steering Committee
Partnered with Operational Readiness teams on Go Live tasks and Roll Out Support
Partnered with Data Migration teams on validation of migrated data between source and target plus ingestion into EIM Operational Data Store (data warehouse)
Testing Management Office (TMO) Secondary Role (Phase I and II)
Key Responsibilities
Developed all test planning and execution activities for three (3) on-shore and off-shore testing teams supporting Statements/Notices, TCS and ODS Reports using Rational.
Provided strategic guidance to TMO membership regarding best practices in Testing
Mentored junior managers to improve productivity and reduce risk in planning and execution
Published weekly dashboards and reports to Executive Steering Committee on testing activities and progress
Key Achievements
Transformed all of the testing projects from At Risk, Red status to Green status fully delivered
Successfully developed and delivered 100+ ODS and 100+ TCS reports in Phase 1; all design work complete for Phase 2
Implemented numerous dashboards that were adopted by PMO to be used by other work streams
American International Group, AIG (New York, NY) 2013 - 2015
Project: GDMS (Global Document Management System Kofax and OneView) is a Tier One $65MM multi-year strategic program in 65+ countries across Asia, Africa, Europe, Latin America, U.S. and Canada delivering solutions focused on electronic document management and electronic streamlining of business processes supporting claim management.
ECM Strategic Design Director
Key Responsibilities 2014-2015
Led a global team of direct reports; ECM Architects (Solution Managers and Business Process Analysts) across APAC, Latin America, U.S. and Europe focused on delivering solutions addressing electronic content management or streamlining of digital processes (business workflow process improvement or new business workflow needs) for receiving and processing of insurance claims
Served as Product Owner for the Global Document Management Solution, ensuring standardization globally and regionally
Hosted product forums with executive stakeholders to identify and prioritize solution maturity opportunities
Liaised with other corporate business and technology Product Owners on how to incorporate a multi-dimensional solution to business needs
Worked with IT partners from Kofax and AIG work streams to prioritize implementations and research new technology vendors for optimization of streamlining business processes
Global Delivery Manager Business Acceptance
Key Responsibilities 2013-2014
Stood up a new global Business Acceptance Testing Practice across APAC, Latin America, U.S. and Europe to support the implementation of GDMS as a Tier One program
Established the Global Testing Services Framework and corresponding Governance Model
Managed a team of direct reports including vendor consultants, managed service test team in Manilla and employees serving as QA Managers, Test Leads and Business Analysts supporting GDMS implementations across the globe
Served as key stakeholder on product design committee for review and approval of requirements and change control
Provide auxiliary testing services for infrastructure upgrades, security patches and Disaster Recovery
Recognized as the Voice of the Customer in exceeding quality standards and approval to release the product to production
Massachusetts Mutual Financial Group (Enfield, CT) Contract 2013- 2013
Program Manager, PMO
Project: MMFG $20MM acquisition of the TRAC and OMNI retirement planning book of business from Hartford Life.
Key Responsibilities
Authored a Program Level Test Strategy and Test Execution Plan to support Integration and Acceptance Testing across the entire retirement portfolio (Investment/Trading, MM Aviator, Finance, Repetitive Payment, Investment Only, Contact Center & Sales, DTC LNA and Reporting)
Orchestrated weekly workshops with strategic partners (Hartford Life, MMFG, Cognizant, USTG and 3rd party vendors) to confirm all technical requirements and milestones using MS Project
Mobilized Cognizant test resources for workshops and test preparations
Designed executive dashboards and presentations for weekly Steering Committee meetings.
Key Achievements
Hosted a technical forum of architects and technical SME s to design and develop an integrated road map of all applications, services and databases supporting the new landscape
Published gap analysis report to Business SME s and PMO as an outcome of workshops with work streams on business requirements and design considerations
Assisted business with authoring end-to-end test flows for each of the 100+ applications involved in Integration Testing
Union Bank (Monterey Park, CA) Contract 2012 - 2013
Project Manager
Project: Union Bank acquisition of Santa Barbara Bank & Trust.
Key Responsibilities
Executed the test strategy for Integration and Mock/UAT. Designed and implemented testing framework for the planning and execution of end-to-end test flows for 50+ applications across retail, commercial and private banking Fiserv platforms
Mobilized bank SME s in workshops to detail the requirements to support end-to-end flows and migrated test data requirements
Key Achievements
Designed a re-usable testing framework and end-to-end flow that could be utilized for future acquisitions
Acquired a full approval from Internal Auditor for robust testing framework in support of upcoming Fed inspection
Implemented command center infrastructure for monitoring progress and reporting issues during all test phases; command center improved overall execution and triage turnaround, served as a model for go-live
BMO Harris Bank (Chicago, IL) Contract 2011 - 2012
Work Stream Manager
Project: BMO Harris Bank acquisition of M&I Bank.
Key Responsibilities
Hosted planning workshops with FIS, FISERV and other 3rd party vendors and business users to plan and implement testing approach for Functional, Integration and UAT/MOCK test phases associated with Treasury Management and Retail Banking work streams (TouchPoint Sales & Service, ACH PEP+, Moneyline Express, Remote Deposit Capture, Item Processing, Debit/Specialty Card and Online Banking Portal)
Participated in cross work stream planning with other Program Test Managers to develop a joint test calendar, migrated test data requirements and other test environment needs
Tracked and managed all resources and events via MS Project
Published daily metric reports on test execution progress and attended Steering Committee sessions to report on progress, risks and issues
Key Achievements
Coached client on the implementation of an integrated testing framework as an entry gate into Mock testing to ensure projects from all portfolios were in sync with code migrations, test environments and mock data
Assisted other Work Stream Managers with planning and preparing End to End workshops for cross coordination
Coached client on migration issues from previous FIS engagements that could cause catastrophic customer experience
Deloitte & Touche, LLP (Pittsburgh, PA) 2010 - 2011
Senior Consultant
Key Responsibilities
Project: CVS Pharmacy Benefit consolidation of RxClaim, QL & Recap platforms; UAT Work Stream Lead tasked with delivering streamlined testing approach for internal User Acceptance and Vendor Acceptance testing
Project: Ameriprise acquisition of Colombia Management from B of A; Testing PMO Manager leading the weekly checkpoints on progress, defect reporting, and the master run plan for all testing activities for Integration, UAT and go live
CAPCO Consulting (New York, NY) 2009 2010
Senior Consultant
Key Responsibilities
Project: TD Bank upgrade of FIS core systems; Program Test Manager assigned to lead upgrade of FIS core systems (FM, AM, Shaw) and lead NAPSI inventiveness for re-write of batch processing across multiple time zones
Project: FNMAE Testing COE; Program Test Manager assigned to restructure testing services to include a Testing Center of Excellence that would streamline testing processes, incorporate more quality checks and governance in deliverables and improve test execution
TD Bank (Falmouth, ME) Contract 2009 - 2009
Enterprise Program Test Manager
Project: TD Bank acquisition of Commerce Bank, NJ.
Key Responsibilities
Hosted planning workshops with FIS, 3rd party vendors and business users to plan and implement testing approach for Functional, Integration and UAT/MOCK test phases associated with Bank Operations work stream (Titan Capacity, Statement processing, Back Office Fraud, Item Processing, Vector Returns/Exceptions, PAL VRS, ACH PEP+)
Participated in cross work stream planning with other Program Test Managers to develop a joint test calendar, migrated test data requirements and other test environment needs
Tracked and managed all resources and events via MS Project
Published daily metric reports on test execution progress and attended Steering Committee sessions to report on progress, risks and issues
FISERV (Lake Mary, FL) 2005 - 2008
Project Manager Testing Operations and Client Implementations
CUBE: Commercial software development (client server, .Net) for Credit Union retail banking solutions and consumer lending; Retail Banking features included Checking, Savings, IRA, CD, Credit Cards, ATM/Debit Card interfaces, ACH, Workflow Management, ECM (Documentum, Nautilus), Small Business Checking, Online Banking and Statement processing. Consumer lending features included FHA/VA and Conventional Mortgage origination and funding, Lines of Credit and Consumer Loans
Key Responsibilities
Managed daily activities for (12) on-shore, direct reports (test leads and test analysts) including career path, yearly reviews, mentoring and coaching; Stood up an off-shore testing team and services to reduce budget costs
Planned, scheduled and tracked all activities for major milestone releases and interim maintenance releases using MS Project with Development Managers, Release Manager and Customer Care
Ensured all release documentation was prepared and reviewed by project team
Implemented Quality Improvement program focused on at-risk customers to improve retention and overall product quality (10% reduction achieved in client retention)
Audited key project deliverables to ensure quality gates were met
Key stakeholder in the review and approval of all project requirements, including review and approval of all change requests
Interfaced with Professional Services PM for preparation of estimates and tracking of budgeted work hours for all SOW funded work
Key Achievements
Spear headed implementation of HP Quality Center, Quick Test Pro and Load Runner as primary testing tools
Implemented of a standard regression library for all major functionality
Designed Load Testing approach utilized for each major software release
Other Experience
Treasury Bank (Kirchman/Bankway, Metavante to Fiserv Core Banking) Integration lead (contract)
TransTegrity, Inc. (Debt Management Solutions, ACH) Sr. Test Engineer Lead (contract)
GoCo-Op (B2B, B2C E-Commerce e-procurement for Hotels) Sr. Test Engineer
Sunterra Resorts (Timeshare -Hospitality Management) Business Analyst/QA Test Engineer
Fiserv (Easylender) (FHA/VA, Conv Mortgage Lending) QA Test Engineer
Bank of NY Mellon (FHA/VA, Conv Mortgage Lending) Programmer
Countrywide Funding (FHA/VA, Conv Mortgage Lending) Programmer
EDUCATION & PROFESSIONAL DEVELOPMENT
B.S. Information Systems Technology - University of Massachusetts, Lowell
Project Management Professional (PMP) Certification No 1447290
Scrum Master Training (Scrum Alliance.org) Certification No 476757
Application Development Skills & Training (College): Visual Basic, C++, Java
Web Development Skills & Training (College): HTML, CSS, Data Driven Development, Dreamweaver
Web Development Volunteer Work: TeagueBand.org, PatriotBand.org
Database skills/tools: SQL, TOAD (Oracle, Sybase, SQL2000, SQL2005, MS-ACCESS)
Project Management tools: MS Project 2010, 2013. Clarity, Workfront, At-Task
Testing tools: HP Quality Center, Rational, Load Runner, WinRunner |
