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Title Financial Associate
Target Location US-IN-Indianapolis
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Candidate's Name ,PMP, APICSPHONE NUMBER AVAILABLEEMAIL AVAILABLEIT Strategic Portfolio Management SeniorPortfolio Management Project Management Alliance ManagementProfessional with experience in and a passion for participating in and leading teams to have an impact in the intersection of technology. Highly skilled at aligning resources and solutions. A diplomatic, persuasive leader who fosters cross-functional and collaborative relationships with diverse professionals at all levels. Agile thinker with a capacity to learn quickly and lead through ambiguity to create successful outcomes with experience spanning biotechnology, healthcare, manufacturing, and IT.Core Competencies Project Management PMP Certification Lifecycle Management Benchmarking Portfolio Management Strategy Mapping Waterfall/ Agile Methodology Enterprise Systems Technical Analysis RFPs Business Transformation Project Status ReportingProfessional ExperienceStephen D. Associate; Indianapolis, Indiana 08/2018- CurrentFinancial Associate 08/2018  CurrentProvide financial education, perform assessments, present analyses, review suitability studies, and advise clients on financial mattersLed effort to transform delivery service from in-person client meeting to Virtual world and implemented processes for migration /adaption to digital technology.Provided analyses, assessments, sustainability studies, and consultations for individuals and startup companies onfinancial matters.Furthered knowledge with Certifications Change Management, Brain-Based, and Co-active Coaching.HEWLETT PACKARD, Indianapolis, Indiana 2010 to 2017Product Portfolio Manager 2014 to 2017Product development with responsibility to propose a yearly investment budget of $1.5 million, create development project plans, manage team of 10 developers, confirm products met customer requirements, oversee acceptance testing, ensured support/maintenance model in place, and collaborate with marketing and sales force for creations of marketing collateral and successful product launch.Key Achievements:Proactively identify and communicate opportunities to improve the day-to-day operations of Change and Configuration ManagementSupport stakeholder analysis efforts and change management strategy development during development of new product offerings.Launched four new Identity Management Product offerings by 2014 with a budget of $1.2 million and potential annual sales of $5 millionSr. Innovation Manager 2010 to 2013Managed implementation of electronic medical record system to allow sharing of data between multiple medical facilities and Indianapolis Veterans hospital. This was a First of Kind project National project. Duties included creation of local marketing material, conformance management, relationship building to gain support of key change agents, development of data quality process and management of project timelineKey Achievements:Identified communication breakdown between State and Federal healthcare systems. Coordinated effort to allow for implementation of an inexpensive medical system that shared records between the systems substantially increasing efficiency and patient outcomes and mitigating risk.Implemented a local marketing program that included segmentation analysis, creation of a marketing material, test marketing, and education. Program evolved into model for all other sites and accepted as a National practice.Initiated process improvements outside the project scope and explored technical solutions to decrease processing time and eliminate redundancies in the clients Release of Information process. Reduced processing time by 15 %IBM, South Bend, Indiana 2006 to 2009Corporate Portfolio Manager 2008 to 2009Corporate development role. Managed $5 million innovation investment for First of a Kind Healthcare product offering that entailed the management of 15 developers, coordination of key stakeholders, management of partners, development and execution of project plan, and overseeing implementation of prototypeKey Achievements:Tapped to lead innovative Healthcare Transaction Services project as part of IBMs new Corporate Strategy group, an initiative projected to generate $20M in annual revenue.Proposed new business offering to CFO to reduce computer integration risks for companies undergoing mergers/acquisitions. Proposal shared with VP of Business Development and laid foundation for new service offering.Sr. Project Manager 2006 to 2008Facilitation of business reengineering processes for large scale government projects (State of Texas and Indiana Family Social Services) and healthcare company.Key Achievements:Directed key networking operations of $800M outsourcing project, overseeing a team of 15, training a staff of 400, directing asset management and managing call center and help center administration.Designed strategy for healthcare distributor to reduce rebate claim denials and enhance accuracy.INFOR, Greenfield, South Carolina 2005 to 2006Strategic Director 2005 to 2006Provide strategic guidance and developing marketing plans to entry Life Science vertical along with providing asset management consulting and training services to clients in manufacturing, transportation, consumer goods and utility sectors.Key Achievements:Created a market entry strategy for a new product offerings and Life Science Vertical for Data Stream, an asset management software company.Life Science Vertical yielded $5 million in sales after implementationELI LILLY & COMPANY, Indianapolis, Indiana 1995 to 2004Alliance/Portfolio Manager 2002 to 2004Supply Chain Marketing. Directed and rationalized key legacy product portfolios worth $1.5B, contributing to $13B in biotechnology and pharmaceutical sales and business development. Analyzed legacy product portfolios to identify and eliminate less-profitable products, opening up capacity for more profitable product lines. Oversaw comprehensive product technical transfers, including drug re-registrations, while ensuring efficient supply chain without interruption on a global basis.Key Achievements:Championed and executed the transfer of major $100M in annual sales legacy product Cefaclor to a third-party global manufacturer, including consolidating the worldwide manufacturing process from 5 locations to 1 European facility.Decreased on-site inventory by 15%, yielding a $1M enhancement, while improving inventory visibility by partnering with affiliates to identify and sell excess inventory to chemical companies.Recovered $15M in excess product by liaising cross-functionally with staff, and leveraged strategic relationship with World Bank to donate the surplus inventory to third-world countries.Portfolio Manager 2001 to 2002Optimized a $350M IT portfolio, including expense allocation, budget development, and ROI projection development and analysis. Designed post-implementation evaluation process and survey tool to determine real IT project value, aligning resources with corporate objectives and ensuring ROI. Conducted market intelligence analysis to deliver market entry strategies and new productsKey Achievements:Successfully managed $50M capital and expense budget.Received national recognition from the Smithsonian Institute for exceptional use of Java technology for companys Interplant Demand System.Increased sales automation tool users by 80% and enhanced sales by 20%, legitimizing a $10M investment, by implementing critical systems features.Sr. Project Manager 1999 to 2001Executed extensive e-commerce research and development market entry strategies for the founding of E-Lilly, the new e-commerce organization for Internet sales distribution. Conducted external supply chain benchmarking and presented findings to business partners. Managed business requirements for cross-functional teams.Key Achievements:Achieved $100M in annual revenue and increased sales of Xigris by 30% by developing and managing strategic on-demand sales distribution channel to deliver product within 1-3 hours of order. Recognized by Syncor executive management for directing partnership.Managed $5M business plan and venture capital initiative to automate paper-based Medicare registration process at mental health facilities.Increased Canadas Zyprexa sales 20% through driving a weight control program for schizophrenia patients.Sr. Business Analyst  Corporate Headquarters 1997 to 1999Business Analyst  Clinton Manufacturing Facility 1995 to 1997EducationMaster of Business Administration, Operations and Marketing ConcentrationBachelor of Science, Electrical Engineering TechnologyPurdue University West Lafayette, IndianaMaster of Science, Information and Communication SciencesBall State University Muncie, IndianaTraining & CertificationsCertificate, Brain Based CoachingCertificate, Prosci Change Management ProcessCertificate, American Production and Inventory ControlCertificate, Project Management Professional (PMP

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