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Click here or scroll down to respond to this candidateCandidate's Name
Professional SummaryFinancial and IT professional with over 20 years of experience, focused mainly onProject/Program Management, Analysis, Budgeting and SupportProfileSKILLSYEARS OFEXPERIENCEEXAMPLES (Companies used/explanations of experience)Progressive experience in Technical Project Management and background in Application Development10+Corcoran Group Real Estate, HSBC, Phoenix Constructors, Trinity Health, MarkDavid & CoWeb-Based Application Upgrade (Employee Time Card)Application Development Time & Material and Equipment Billing ManagementTechnology Risk Assessment Infrastructure & Application DevelopmentHealthcare Application ImprovementBanking/Financial Industry Experience10+BOA, BMO, Citicorp, FNFG, HSBC, JPChase, M&T Bank, Scotiabank, TD, Western Union (WU)Supported engagements necessary to deliver against transformation and regulatory prioritiesManaged high priority data migration projects; facilitated weekly managerial status reporting sessions and worked with management teams & leads.Project/Program Status & Metrics Reports; created & maintained weekly validation/progress of Project Plan WBS of Activity/Dependency/Milestone status.Program Review & Reconciliation Clarity Dashboard reporting based on forecasting/actuals, capitalization/expense management, trending analysis and Resource tracking (allocations/actuals/vs placeholders).Validation of Weekly Program Progress via Excel extraction links from SharePoint lists using lookup/pivot tables & charts/graphs for metrics reporting and trending review.Validations through enhanced guidelines; including Governance and Control process. MDM (Master Data Management) including: field mapping matrices, validations, definitions, domains and metadata review.Project values ranging from 1-100MM+Experience managing complex technical projects in a matrix environment and completed projects through Software Delivery Life Cycle (SDLC).10+Involved in project life-cycle, scoping, documentation, definition & analysis of functional problems, gathering of requirements, cost & deliverable outlines, logical & physical design reviews, wire-framing & GUI development, change/issue/release management & coordination, capacity management, PVT (Production Verification Testing), implementations, Leading UAT (User Acceptance Testing), serving as SME (Subject Matter Expert), Training & Support, working with technical (onshore/offshore) teamsFamiliar with SDLC (Systems Development Life Cycle both Agile & Waterfall) methodologies, PMLC (Project Management Lifecycle)Previous experience within the integration spaceHSBC, M&T Bank, WUManaged high priority data migration projects; requiring considerable contracted off-shore resources, coordination and high levels of functional integrations.M&T Bank - Real Time Payments Program (Receive & Send Network Integrations Project) that required considerable resources/coordination and high levels of functional integration; incl. all aspects from Initiation to Closure.Previous experience with cards portfolio/digital projectsCiticorp, First Niagara (FNFG), HSBC, TD(DSS) Digital Strategy SolutionsiMobile Project, TDCT Technology Solutions (Retail Mortgage)Global Web-Service (Retail Mortgage) & Digital Solutions RedevelopmentGlobal Web-Service for CRM & Wealth Dashboard (Staff & Client Facing)Vendor Management & Digital Solutions, Web Service RedesignDegree/DiplomaArchitectural Technician Diploma (equivalent to Associates Degree)PMP CertificationNo (25+yrs Technology Management Experience instead)General ExperienceoProject/Program Management and Support 20+ yrs.oBusiness & Technical Analysis (BRD/FRD) & Metrics/Data Analysis 20+ yrs.oAccount Reconciliation & Financial Balancing (AR& FB) 20+ yrs.oUse Case Design, Statements of Scope, Requirements Modeling 15+ yrs.oIdentity & Access Management 5+ yrs.oMarketing Support 5+ yrs.oClarity (CA PPM) 15+ yrs.oFinancial tracking/reporting of multi-million-dollar projects 20+ yrs.Involved in project life-cycle, scoping, documentation, definition & analysis of functional problems, gathering of requirements, cost & deliverable outlines, logical & physical design reviews, wire-framing & GUI development, change/issue/release management & coordination, capacity management, PVT (Production Verification Testing), implementations, Leading UAT (User Acceptance Testing), serving as SME (Subject Matter Expert), Training & Support, working with technical teamsFamiliar with BRD (Business Requirements Documentation), JAD (Joint Application Development) sessions, ETL (Extract, Transform, Load), ITIL, PMP, SDLC (Systems Development Life Cycle both Agile & Waterfall) methodologies, PMLC (Project Management Lifecycle)Extensive Contract / RFP (Request for Proposal) / SLA (Service Level Agreement) / SOW (Statement of Work) experience in varying industries; such as financial, retail, property management, health care and insuranceAgent for Vendor & Service/Supply Chain Management, in-sourcing, off-shore coordination, evaluating and obtaining services & supplies in support of Information Technology and licensed productsSoftware/Asset Management audits, tracking & deployment; including review of licensing, requirements, securing and tracking of compliant software on both Servers & WorkstationsExperienced in Infrastructure/Delivery management project reporting, including distributed server environments, web-hosting services, desktop, and projects involving 3rd party managed delivery servicesPerformed Data Analysis & Validations associated with requirements analysis, including but not limited to data mapping, data modeling, development of data usage tables, entity relationship diagrams MDM (Master Data Management) & Quality Assurance testing, Test Case scenarios and HP-Quality Center Dashboard ReportingVery knowledgeable in MS Office tools, particularly in MS Access, Excel, MS Project & Visio, solid understanding of relational database design, data normalization, data source linking/updating, queries & reporting, links to LAN/WAN data sources via ODBC and moreSuccessfully demonstrated expertise in development of Reporting Matrices including: scheduling, milestones, weekly production/status reports, metrics reporting, cost/budget reports, vendor invoices, tracking tools, reconciliation/exception/validation, look-up/pivot tables, charts/graphs, macros, functionality including drop-down selections and "button" (macro-based) activationsEducation And Professional DevelopmentCALC/Canterbury (New York NY) Basic/Intermediate & Advanced MS Access July 1997Humber College (Toronto Canada) Architectural Technician Diploma April 1988Technology ExperienceApplications: MS Access (Incl. Access VBA, SQL & ODBC), Clarity/Workbench/Spotfire, MS Excel (incl. VBA macros & Lookup/Pivot tables), FoxPro, Harvard Graphics, Inc., InfoPath, Lawson (Vendor invoicing), Lotus 1-2-3 & Lotus v9.x, Lotus Approach, Lotus Notes, Monarch (text to column conversion utility), MS Lync, MS Outlook, Paradox, MS PowerPoint, Primavera, Remedy, MS Project, Share Point (Administration), TFS, WebEx, MS Word, VisioProfessional ExperienceCitiGroup, Hybrid/Getzville (Buffalo), NY September 2022 October 2022Senior Consultant Strategy & Operations (Accounting & Finance) (early Contract end due to Citi Project Budget non-approval) Accounting & Finance Transformation/Product Control SpecialistSupporting engagements necessary to deliver against transformation and regulatory prioritiesCreated & maintained product control status and metrics reports including 3-way Reconciliations, between product processor ledger and business expense system, perform timely investigation of accounting irregularities and escalation of breaks (due to data feed issues ) as well as communication of open items to key stakeholders.Reconciliations:oReviewed accounting irregularities by working closely with partners across Front Office, Middle Office and technology to identify and resolve underlying flow issuesoDesign of global process to review breaks and to ensure they do not occur, and are proactively captured.oCompiled and provided weekly Balance Sheet Detail and analysis of payables, receivables and deferred expenses to Front Office and Middle Office, inclusive of commentary on aged items.oLook to utilize digital tools, to make data pulls, aging and commentary input more robust.Created & maintained process and workflow documentation, analyzed solutions to problems and developed initial frameworks and methodologies, worked with colleagues to continuously develop/identify re-usable intellectual capital (End User Computing)(5 Months Unemployment Vacation) April 2022 August 2022Western Union (WU), Virtual November 2021 March 2022Sr. Project Manager (Accounting & Finance) (Contract) Accounting & Finance Separation (Data Migration) and Fixed Asset TransfersManaged high priority data migration project; facilitated weekly managerial status reporting sessions and worked with management team & leads to ensure the Oracle separation efforts (incl. various modules) were being successfully built and rolled out; this project required considerable contracted off-shore resources, coordination and high levels of functional integration.Created & maintained project/program status and metrics reports, including weekly validation of Project Plan via WBS tracking of Activity/Dependency/Milestone statusHSBC Bank, Virtual March 2021 October 2021Project Manager Risk Data Aggregation & Reporting (RDAR) (Contract) US Data Management Remediation Program (US Data Management Operations Project)One of the largest global projects related to the financial arena, answering to Options Clearing Corporation (OCC)Managed high priority data & reporting project impacting twelve+ businesses or functions, requiring considerable resources and high levels of functional integration; facilitated weekly work-group sessions; incl. discovery review, process mapping & reporting.Created & maintained Project/Program status and metrics reports, organization/administration of project repository of documents and Risk/Action/Issue/Decision (RAID) logs; incl. RACI, ToR, Charter, Project Strawman.Project Review & Reconciliation Dashboard reporting based on WBD via Clarity/Workbench (and Excel side book) & tracking/reporting of forecasting/actuals, capitalization/expenses, resource tracking (allocations/actuals vs. placeholders), and validation of weekly Project progress. Excel based matrices with lookup/pivot tables & charts/graphs.(Vacation due to Covid Pandemic) March 2020 February 2021M&T Bank, Buffalo, NY April 2018 February 2020Project Manager Commercial PMO (Contract) Real Time Payments Program (Receive & Send Network Integrations Project)Managed high priority infrastructure projects impacting three or more businesses or functions, requiring considerable resources and high levels of functional integration; incl. all aspects from Initiation to Closure. Facilitated daily Management standups & daily technology working sessions with Dev/QA Teams.Created & maintained Project/Program status and metrics reports, organization/administration of project repository of documents and Risk/Action/Issue/Decision (RAID) logs via SharePoint; incl. RACI, Charter, Strawman, MS Project & Excel based WBS deliverables & progress reporting.Program Review & Reconciliation Dashboard reporting based on Clarity (CA PPM) WBS & tracking/reporting of forecasting/actuals, capitalization/expense management, resource tracking (allocations/actuals/vs placeholders). Extracted TFS based work to help determine project/resource capacity and backlog refinement status. Validation of weekly Program/Project progress reporting/review via Excel based matrices and associated Excel extraction links from SharePoint lists with lookup/pivot tables & charts/graphs for metrics reporting.Facilitated Infrastructure/Delivery process mapping/integration, Disaster Recovery, Firewall & Router status reviews & reporting and coordinated Cybersecurity Controls evidence/artifacts submissions.Program value: 10MM plus(6 Months Vacation) August 2017 February 2018Bank of Montreal (BMO) Financial Group, Toronto, ON December 2016 July 2017Program Governance Manager / Reporting Governance Analyst (Finance PMO) (Contract) General Ledger Integration Program Project Governance, Analysis and Metrics & Vendor ManagementCreated & maintained, Program status and metrics reports, project plans & schedules (MS Project based WBS), SharePoint 365 administration and SharePoint based Risk/Action/Issue/Decision (RAID) lists.Program Review & Reconciliation Clarity Dashboard reporting based on forecasting/actuals, capitalization / expense management, trending analysis and Resource tracking (allocations / actuals /vs placeholders). Validation of weekly Program progress via Excel extraction links from SharePoint lists using lookup / pivot tables & charts / graphs for metrics reporting and trending review.MDM (Master Data Management) incl.: field mapping matrices, validations, definitions / domains and metadata review.Project value: 15MM plusBank of Montreal (BMO) Financial Group, Toronto, ON April 2016 December 2016Project Governance Manager / Reporting Governance Analyst (Finance & Risk PMO) (Contract) IFRS 9 (International Financial Reporting Standard) Project Governance Metrics & Vendor/Delivery ManagementCreated & maintained, MS Project based WBS, Risk/Action/Issue/Decision (RAID) logs, Dashboard reporting of budgets & deliverables and reporting on progress as compared to plan/delivery requirements, Operations & Steering Committee Presentations (PowerPoint Decks) and SharePoint administration.Project Review & Reconciliation Vendor invoicing approvals & rejections, financials/budget reconciliations via Clarity Dashboard reporting of forecasting/actuals, capitalization/expense management, trending analysis and Resource tracking (allocations/actuals/vs placeholders)Trinity Health (HMO), Detroit, MI August 2015 November 2015Project Manager ERP Financial Planning, Budgeting & Capital Planning (Contract) Web-Based Application Upgrade (Employee Time Card)Created and maintained Project Charter, PIF, SoW, project plans & schedules (MS Project based WBS), Risk/Action/Issue/Decision (RAID) logs, Roster, Roles & Responsibilities, Organizational Chart (Visio), Dashboard reporting of budgets & deliverables and reporting on progress as compared to initial plan/delivery requirements, financial reconciliations via Clarity Dashboard reporting of budgets & deliverables actuals vs allocations vs placeholders. Operations & Steering Committee Presentations (PowerPoint Decks), and SharePoint administrationBank of Montreal (BMO) Financial Group, Toronto, ON April 2014 April 2015Portfolio Governance Analyst (PMO) Corporate Payment & Commercial Segment Canada (Contract) Portfolio Review, Governance & Analysis for TPS (Treasury & Payment Solutions)Improved, managed & consolidated program plans, processes, schedules, efforts, budgets & deliverables, reported on progress vs plan/delivery requirements, Book of Work (BoW), ScorecardManaged relationships, processes and reporting implemented PMO tracking tools & processes, revised / rebuilt PMO SharePoint site, maintained status logs, produced monthly project financial & gap analysis / observations / healthcheck within program / portfolio / project reports of over 100+ ProjectsProgram Status Reporting, as per Clarity based Project Status Reports (PSRs) - Weekly/Bi-Weekly/ Monthly, capitalization/expense reviews and trending analysis actively participated with stakeholders in weekly program progress meetings & monthly program reviewsAudit PM for Corporate wide Access & Identity Management (AIM) Cybersecurity ie. Identified unauthorized access within Production EnvironmentsNetwork Manager (PM) Facilitated weekly status calls for Router connection improvements & implementation of Security Certificates into Corporate Legacy EnvironmentsTD Bank Group, Toronto, ON July 2013 January 2014Program Analytics Manager Finance PMO (Project Governance, Analysis and Metrics) (Contract) General Ledger Integration Program (Accounts Payable & Fixed Assets / CAD GL / US GL)Program Review & Coordination Improved Resource tracking & allocations vs actuals, RAID log, SharePoint administration, consolidated multiple MS Project plans (in lieu of MS Project Server) into one MS Project based Program plan including daily Program review, validations and enhanced guidelines. Validation of Executive Milestones and monthly Program progress reporting/review, including; Cost/Spend vs. Elapsed Time vs. Project Completion via Excel based matrices with varying Charts/Graphs and associated lookup & pivot tablesHSBC (Hong Kong and Shanghai Banking Corporation), Buffalo, NY September 2012 April 2013Project Manager NA Change Delivery (Wealth & Insurance HSBC Technology & Services) (Contract) Global Web-Service for Client Relationship Management & Wealth Dashboard (Staff & Client Facing)Project Review & Coordination of project/program WBS schedules (Clarity/Workbench) and continued validation of weekly Project progress. RAID logs, SharePoint administration.Managed infrastructure/release management builds (Domino/MQ/SSL/UNIX) and Global Portal & Personal internet Banking (PiB) application, coordinated deliverable status with onshore/offshore development TeamsFirst Niagara (FNFG), Buffalo, NY March 2012 September 2012Project Vendor/Supplier Manager (DSS) Digital Strategy Solutions (Contract) Vendor/Supplier Management for Digital Solutions, Web Rebranding/RedesignManaged interactions with various 3rd Party/Vendor managed services, web-rebranding, redevelopment & online account opening (OAO) - Disaster Recovery (DR) infrastructure migration between Client (FNFG) & VendorBank of Nova Scotia - Scotiabank, Toronto, ON September 2011 December 2011Sr. Reporting Consultant / Business Analyst (HRTS) Human Resources Technology Services (Contract) Global Web-Service ReportingLoblaw via IBM, Toronto, ON January 2011 September 2011Program Delivery Analyst (IPDS) Infrastructure Production Delivery & Support Services (Contract) Infrastructure/Delivery Program-Level Reporting (SQL/Unix/Wintel & Support) and financial forecasting/reviewTD Financial Group, Toronto, ON August 2010 December 2010Project Governance Manager iMobile Project, TDCT Technology Solutions (Contract) Global Web-Service (Retail Mortgage) & Digital Solutions RedevelopmentCiticorp Global Banking, New York, NY March 2010 August 2010Project Vendor/Delivery Manager (DSS) Digital Strategy Solutions (Contract) Vendor/Supplier Management for Digital Solutions, Web Rebranding/RedesignPfizer, New York, NY December 2009 January 2010Global Service Catalog Administrator / Database Support / Program Analyst (Contract) Global Web-Service Reporting (EBP&O) Engagement, Business Planning & Operations / ProcurementPhoenix Constructors, New York, NY October 2008 October 2009Project Manager World Trade Center Transportation Hub Redevelopment (Contract) Application Development Time & Material and Equipment Billing ManagementPolo Ralph Lauren, Inc., Meadowlands NJ Office April 2008 August 2008Benefits Project Manager (HRIS) Executive Benefits/Total Rewards (Wealth Portfolio Reporting) (Contract)Pfizer, Inc., New York, NY November 2007 December 2007Project Analyst / Reporting Analyst Global Sourcing Office of Vice President (Contract)MarkDavid & Co. Real Estate, New York, NY September 2007Project Analyst Technology Risk Assessment Infrastructure & Application Development (Contract)JPMorgan Chase & Co., New York, NY August 2007 November 2007Project Manager (Pricing Group) Operations T&SS: Treasuries & Securities Services (Contract)Bank of America & HSBC, New York, NY April 2007 May 2008Graphics Analyst Graphic Department (Contract)MasterCard, New York, NY October 2006 April 2007Marketing / Data / Metrics Analyst Markets, Merchants, & Data Warehousing Group (Contract)Managed Health System, New York, NY March 2004 March 2005Founding Member and CEO Venture Start-Up USD $8.6MM (Start-Up) Medical Billing & Tracking (HMO/Practitioner/Medical Facility)Corcoran Group Real Estate, New York, NY May 2002 October 2006Project Analyst / Business Analyst / Project Manager Special Projects (Contract)AT&T Telecommunications, Edison, NJ March 2002 May 2002Project Manager / Metrics Analyst N.A. Wide Asset Deployment Management & Lease Admin (Contract)Corcoran Group Real Estate, New York, NY February 2002 March 2002Project Manager Healthcare Properties - Application Improvement (Contract)Application RedevelopmentWorkspeed, Inc. Application Service Provider (ASP), New York, NY August 2000 June 2001Project Manager (PSO) Product Support Office Building Management Services (Full-Time)Trade.com eCommerce Service Provider (ASP), New York, NY June 2000 August 2000Business Analyst / Metrics Analyst (PMO) Project Management Office (Contract)Corcoran Group Real Estate, New York, NY May 2000 June 2000Project Manager Healthcare Properties - Application Redevelopment (Contract)Marsh & McLennan Corporate Insurance Group, New York, NY October 1999 April 2000Project Manager (PMO) Project Management Office (Contract)Financial Acctg & Mgmt., Inc. / AMIC Research, Inc., Jersey City, NJ March 1999 September 1999Project Manager (PMO) Project Management Office (Contract)Menorah Home and Hospital, Brooklyn, NY October 1998 March 1999Clinical Informatics Manager (PMO) Project Management Office (Contract)Citicorp, New York, NY March 1998 October 1998Project Analyst / Metrics Analyst Global Banking (Y2K "Year 2000" Project) (Contract)Deutsche Bank, New York, NY June 1997 March 1998Securities Administrator GMM Group (Global Margin Management Group) (Full-Time)Alex. Brown & Sons Private Banking, New York, NY April 1997 June 1997Securities Administrator / Market Research Assistant Fund Marketing (Contract)Daiwa International, New York, NY March 1996 April 1997Project Analyst / Market Analyst Fund Marketing (Contract)AmeriChoice (HMO), New York, NY/Newark, NJ October 1995 March 1996Project Analyst / Data / Metrics Analyst HMO Provider Data Informatics / Provider Relations (Contract)ReferencesTo be furnished, after interview has been granted. |
