| Candidate Information | | Title | Project Manager Financial Analyst | | Target Location | US-OR-Lake Oswego |
| | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidatePROFESSIONAL SUMMARY:A Results-oriented, versatile professional overseeing the development and tactical execution of projects that support overall organizational strategy. Employed with Ameriprise Financial from 8/Street Address -4/2010 and contracted with Wells Fargo from 1/11 to 7/12 running 10 projects, Express Scripts from 10/12-7/13 running one project, Wells Fargo from 7/14-12/15 running enhancements for the SAR application, Wells Fargo from 7/25/16 7/24/18 running the Tech and Data Project for IES (Identity and Access Management for the Enterprise Solution). Consultant at ManpowerGroup from 1/22-6/23 installing the ServiceNow CSM and ITSM modules.26 years of experience in business and technical project management involving both architecture and distributed systems and finance management. Ability to work independently with minimal direction in a matrix managed organization. Excellent organizational skills along with strong effective meeting management skills.Mastery of all phases of project life cycle, including analysis, requirements gathering, definition of scope, cost estimation, team recruitment/selection, vendor selection, design, development, risk& issue management, budget management, resource management, all testing and quality assurance, implementation and ongoing support.Drive, resourcefulness and ability to thrive in challenging environments resulting from concurrent involvement in multiple mission-critical, time-sensitive projects.Approach to leadership that facilitates open communication and collaboration across cross-functional teams, diverse teams and works effectively with all levels of management. Communication with weekly team meetings and meeting minutes. Developed strong partner relationships and built strong cohesive project teams.Decisiveness and sound judgement in formulating complex business decisions, ability to appropriately analyze risk, experience in risk avoidance/remediation efforts and reduce risk and increase regulatory compliance.Familiar with Ameriprise Financial project management tools such as Epic and Clarity. Familiar with Wells Fargo tools such as STAMP, CREST, SharePoint, Project Plans in Project Center, PMUWS and of course Change Controls -CRI and Exception Requests within: Wholesale-ACH and Lockbox areas- 2011-2012 and EAM (Enterprise Access Management), EIS (Enterprise Information Security), TOG (Technology Operations Group), Corporate Risk (SAR)-2014-2015 and IES-Tech and Data IES- 2016-2018. Familiar with Manpower Group tools of Teams, SharePoint and ServiceNow 2022-2023 modules.Worked with Waterfall method and flexibly completed one requirement, designed and built while other requirements were being further clarified.TECHNOLOGIES:JAD FacilitatorMicrosoft Office-Word, Excel, PowerPoint, Visio, and MS ProjectClarity, SharePoint, PMUWS, Vendor Relationship tool, LYNC communicator & Web Ex,Office Communicator, Outlook, Jira, Confluence, SharePoint and TEAMS. Facilitate teleconferencing meetings. Manage projects with geographically disperse teams and vendors.EDUCATION:PMP-2003-2019MBA-Management-University of St ThomasBS-Mankato State UniversityCERTIFICATIONS:PMP / PMI CertificationMBALOMA 1 & 2Six Sigma Green BeltCMMI-3 day IntroductoryManaging Business RequirementsSox SDLC TrainingCompliance TrainingPROFESSIONAL EXPERIENCE:Manpower Group World Headquarters, Milwaukee, WI Jan 22-Jun 23Project ManagerProject Name: Multiple ProjectsProject Sponsor: PMO World WideITSM ServiceNow-8/22-6/23Onboarded the following modules: Service Request, Incident, Change, Problem, and Knowledge Management which includes base reporting and dashboards for the Admin Portal and Self-Service Portal along with chat support. Installed the Insight tool for Asset Management. Completed Requirements for the FCC Experis ITSM module to connect to CSM ServiceNow module and the Role Back Asset Control for the Manager approval process. All areas of the company will have been removed from the SysAid tool except for Public Sector.CSM ServiceNow-CSM ServiceNow-1/22-8/22The Manpower Associate Care Center and Experis Care Center Team transitioned from SysAid to the ServiceNow Platform where all the associate and consultants use the self-service capabilities, which include the ease of use for ticket/case management for current status, review the ticket/case history, while providing them with an enhanced technology experience by way of chat with support and providing up to the minute communication on status of cases.Occupancy Management Software-iOffice-1/22-7/22Implement new Occupancy Management software for ManpowerGroup HQ to efficiently capture occupancy & utilization metrics to enable data-driven decisions. IT scope includes Single Sign On, HQ employees data synchronization and Outlook calendar Integration for room booking. The integration of iOffice helped in providing better office room occupancy/utilization.Work Environment Survey (WES)-4/22-7/22Work Environment Survey is used by Manpower Group to understand and assess the working conditions in a client site. All the clients of Manpower Group take the survey every year.To enable the survey a WES app was created based on PowerApps platform and all the survey results are stored in a SharePoint location. The survey was completed for US users and this project enabled the users in Canada to take the annual survey in French.Auto Register Associates from CDS to powerYOU-4/22-8/22At Manpower Group, Manpower brand uses MyPath program to guide associates through their career journey insuring they remain valuable, relevant, and employable as market conditions change and the demand for new skills increase. powerYOU is a learning platform where associates take online courses to strengthen their existing skills or learn new ones.To address the business requirements, the project auto registered the associates to powerYOU from CDS (data warehouse) for those who had satisfied the eligibility criteria defined by the business.Add Medals and Bullhorn data for Experis into CDS-4/22-8/22At Manpower Group, the brand uses the MyPath program to guide associates through their career journeys by ensuring they remain valuable, relevant, and employable as market conditions change and the demands for new skills increases. MyPath is a set of career resources that enable associates to better match their skills and personality to the jobs and industries right for them and take free, online courses to strengthen their existing skills or learn new ones. The MyPath resources are structured around four pillars i.e., Experience, Education, Guidance and Coaching, each of which create associate loyalty by supporting their long-term employability.To address the above business requirement, data of candidate from Bullhorn (data mirror database and candidate data medals application system) was integrated into the consolidated datastore (CDS).Ettain users from Jive and WebEx to Teams Communications-7/22-9/22With adding the new Company Ettain to Manpower Group, this project moved all Ettain users from Go to Connect (Jive) and WebEx to Microsoft Teams. The project migrated all conference rooms, fax, and eFax to Microsoft Teams, increase the Microsoft Team licenses, and ported all the numbers.Episcopal Church of St. John the Baptist. Portland, OR Aug 19-Dec 20St Nicholas Christmas MarketProject CoordinatorDollars and Team Size: $2312 (2020) with 31 crafters and $2077 (2019) and 21 crafters.Used the Greater Giving Software to conduct the Christmas Market so church parishes could view and purchase crafted items. I was responsible for identifying and getting the church crafters, from August to December and led weekly meeting to communicate process with the Church Knitting Group (Sponsor) and project team with Zoom meetings. Organized the drop off of crafter items in the Church turning Circle for three days, processed orders in two days and placed in purchase bags for pickup a week later in the Church turning circle. I communicated to the crafter vendors with weekly update notes from September through December. Sent out Thank You note and prepared tax forms for crafter vendors. I maintained the Greater Giving site for our church with photos and descriptions and reports.Wells Fargo. Portland, OR Jul 16-Jul 18Lead Project ManagerProject Name: IES IAM Enterprise Solution-Tech and DataProject Sponsor: Enterprise Access Management (EAM)Description:Dollars and Team Size: $1.531M for team work with adding for FT and WS application work in 2017 and $1.9M in 2018. This funding is per year and the IES project runs until 12/18.The Tech and Data team on boarded applications to IES ((IAM (Identity & Access Management) Enterprise Solution). This tool provides a standard, repeatable framework leveraged by the lines of business to effectively and efficiently manage, control, and report user access for authorization and authentication. This project is to move applications that presently use ART & ACT to the new Cloud IES tool. If a new app is being assembled, they will also be added to the new Cloud tool. The Agile approach was used with the overlapping implementations each month. Functional process improvement along with training was part of the implementation of each application.Wells Fargo. Portland, OR Jul 14-Dec 15Project ManagerProject Name: Service Account Repository (SAR) and Windows PTA/BreakglassProject Sponsor: Enterprise Access Management (EAM)Description:Dollars and Team Size: SAR enhancement projects with ten team members spread across the USA and High-Level Requirement gathering for Window PTA/Breakglass Server Administrator and enhancement projects.SAR-Service Account Repository is Wells Fargos inventory of service accounts; providing accountability, visibility, and process management for service accounts by platforms.The SAR enhancements worked with engineers to provide better visibility to Wells Fargo management for service accounts as well as provide better process management around service accounts. The work involves obtaining missing data on existing service accounts, tracking updates for service accounts and report on service accounts by AU owners and completed three releases.Breakglass-A web-based application that enables Wells Fargo application support resources privileged access to Windows platform servers on an emergency or temporary basis. Access to the servers is requested by application/servers. Breakglass is designed for emergency temporary access and is driven by problems tickets. PTA allows users to submit access requests designed to handle normal non-emergency production support and driven by change requests.Express-Scripts. Minneapolis, MN Oct 12-Jul 13Project ManagerProject Name: Dept. of Defence Data History LoadProject Sponsor: ClaimsDescription:Dollars and Team Size: -$1.7 M with two teams, one in Franklin Lakes, NJ and one in Bloomington, MN. Over 50+ team members across the United States and offshore- India. Project moved the Department of Defence prescription history from one company platform to another making sure detailed logic (brand IDs, state codes, Date of Birth) was on the new platform. One example was 500,000,000 claims that were moved along with regular day to day activity which included prescriptions servicing and cash to G/LWells Fargo. Minneapolis, MN Jan 11-Jul 12Project ManagerProject Name: Multiple projects in Lockbox (3 projects) and ACH (7 projects) departmentsProject Sponsor: EPMODescription:Dollars and Team Size: -$2.0 M with most costs being baselined among the 9 projects. Over 50+ team members across the United States (each project entailed different employees). Work was in Lockbox area and ACH under wholesale.Ameriprise. Minneapolis, MN Oct 09-Apr 10Project ManagerProject Name: Enhanced Portfolio NavigatorProject Sponsor: Insurance and Annuity Product DevelopmentDescription:Dollars and Team Size: -$2.5M with 22 cross commits-51 team membersResponsibilities:I&A (Insurance & Annuity) - enhanced the Portfolio Navigator application by moving $32 B over 4 weekends from the old Portfolio Navigator to the Enhanced Portfolio Navigator. The Portfolio Navigator maintains clients assets in Conservative, Moderate Conservative, Moderate, Moderate Aggressive, or Aggressive investment vehicles. Wealth Management folks were involved with this project.Project consisted of communicating to clients the movement of funds in January, communicating the opt out process in March and moving the dollars in May and June.Worked with 21 Cross-Commit groupsAmeriprise. Minneapolis, MN Apr 09-Oct 09Program Manager & Project Manager for one of three workstreams-Business & TechnologyProject Name: Massachusetts RegulationProject Sponsor: SecurityDescription:Dollars and Team Size: - $2.4 M with entire company both Business and Tech-63 team membersResponsibilities:Ameriprise changed security for desktops, laptops, servers and all application systems including security for fax, printing and memory sticks.Project was divided into three workstreams: Purchase of new software, Upgrade standards and practices, Educate Ameriprise employees, advisors, our subsidiaries and vendors of this change.Ameriprise. Minneapolis, MN Sep 07-Apr 09Project ManagerProject Name: Actuarial Valuation Transformation (AVT) I&A Project ManagerProject Sponsor: FinanceDescription:Dollar and Team Size: --$1.8 M with 5 cross commits - 52 team membersResponsibilities:I&A will build a data extract for a new vendor PolySystems that will automate the Reserving calculations for Ameriprise FinancialBuild out the I&A SIM to add additional fields that meet the vendors requirements for valuation calculationsAmeriprise. Minneapolis, MN May 07-Sep 07Project ManagerProject Name: SOX validationProject Sponsor: EPMODescription:Dollar and Team Size: -Reviewed each project on clarity to validate that the SOX documentation was complete and available on ClarityAmeriprise. Minneapolis, MN Jan 07-May 07Project ManagerProject Name: Clarity Pre-Migration Non-Day 700Project Sponsor: EPMODescription:Dollar and Team Size: --Data Migration work for 4 months-working with multiple BPMO groups in a one enterprise approach (Business, Technology and LFO)Responsibilities:Participated as a SME Project Manager for Data Migration of the Clarity tool for planning, execution and managing projects by BPMO.Planned and communicated the Data migration data structure for then on-Day 700 projects of the 2007 Ameriprise project agenda.Planned and communicated the delivery of the EPIC, TWB and Project Plan data into Clarity along with all resources, work plans into the Clarity tool along with project financials from 2002-2007.Coached 10 BPMO and groups to complete project structure, workplans to the projects and resources to the project.Ameriprise. Minneapolis, MN Oct 06-Jan 07Program Manager-BusinessProject Name: 5 Segment ReportingProject Sponsor: FinanceDescription:Dollar and Team Size: $1.2 M -18 team membersResponsibilities:Identified the choices for Transfer Pricing Segment Reporting to successfullymeet the organizations on-going allocation processing, financial reporting and peer benchmarking requirements.Managed the criteria to maintain the current MARS system to provide allocation and reporting capabilities for Ameriprise reporting segments, implement using the current MARS functionality and data structure, ensure legal agreements, and implement an allocation governance structure.Completed the requirements that were handed off to the Deloitte team that will be encompassed into the project work within the Fix the Foundation scope.Ameriprise. Minneapolis, MN Jun 06-Oct 06Project ManagerProject Name: Fixed Second to DieProject Sponsor: Insurance and Annuity Product DevelopmentDescription:Dollar and Team Size: $1.5 M-16 cross committed applications-26 plus offshoreResponsibilities:Delivered a unique Life Insurance product that pays a death benefit on second death of two insuredManaged the associated tasks needed to support acceptance and issuance of the new business for the 4 new productsManaged all the interface changes needed to support the introduction of the new productsAmeriprise. Minneapolis, MN Aug 05-Aug 06Project ManagerProject Name: Surrender RetractionProject Sponsor: Insurance and Annuity Product DevelopmentDescription:Dollar and Team Size: $0.4 M- 5 cross commit 20 resourcesResponsibilities:Managed the project work to change the procedures to process a transaction/reversal as of the date the retraction request had been received in good order, rather than the surrender date.Lead the effort to influence the senior leaders to de-scope the automation work of the project as the work was being accomplished in a manual process that met our Compliance needs and the only change that was needed was a modification of the FA Activity report.Ameriprise. Minneapolis, MN May 05-Mar 06Project ManagerProject Name: UL RevampProject Sponsor: Insurance and Annuity Product DevelopmentDescription:Dollar and Team Size: $1.5 M-16 cross commit groups 119 resourcesResponsibilities:Delivered two new UL products: an Accumulation UL product called RiverSource Foundations Universal Life and a Death Benefit UL product called RiverSource Foundations Protector. Both products have Estate Series variations and are issued by both IDS Life and IDS Life of New YorkManaged the associated tasks needed to support acceptance and issuance of the new business for the 4 new productsManaged all the interface changes needed to support the introduction of the new productsAmeriprise. Minneapolis, MN Mar 04-Apr 05Project ManagerProject Name: Waiver of Premium & Charitable Giving BenefitProject Sponsor: Insurance & Annuity Product Development & PMODescription:Dollar and Team Size: $1.1 M 12 cross commit groups 60 resourcesResponsibilities:Waive of Premium--Developed a new Waiver of Premium (WP) rider and a new re-priced version of the Waiver of Monthly Deductions (WMD) rider in Vantage NBU and ADMIN and included is functionality for an unemployment benefit.Charitable Giving Benefit--Developed a charitable contribution on behalf of the base insured that is paid by Ameriprise Financial in a sum equal to 1% of the policy proceeds payable at the death of the insured (not to exceed $100,000).Managed the associated tasks needed to support acceptance and issuance of the new business for the 4 new productsManaged all the interface changes needed to support the introduction of the new productsAmeriprise. Minneapolis, MN Sep 02-Mar 04Project ManagerProject Name: AAO Security-Advisor Expansion SecurityProject Sponsor: -Sales Compensation& PMODescription:Dollar and Team Size: $7.7 M -16 cross commit groups over 100 resourcesResponsibilities:Developed and implemented a new technical design for authentication and authorization throughout Ameriprise technology systems. The project worked with the enterprise architects to provide a solution that is a security component that is linked to the Ameriprise security component.Redesigned the security rules and developed an identity manager that impacts every legacy screen and changes the way the field logs on to view the CICS screens.This project was the first project where the entire project team resources were from 2 competing out task vendors both onsite and offshore with the only employees being the Project Manager and 33% of a project architect.AmeripriseProject ManagerCompliance Reports& Tax Law Changes Sep 01-Sep 02Compliance Suitability PMO Jan 01-Sep 01ITA Statements Apr 00-Dec 00GDC NRO, R1, R2, R3 Sep 99-Apr 00SWAP-Brokerage Mar 99-Sep 99Relationship Base Pricing Oct 98-Mar 99Education IRA Mar 97-Oct 98OTHER PROFESSIONAL EXPERIENCE:Ameriprise. 1995-1998Manager- Reporting, Planning and AnalysisProject Organization: CSCO-FinanceDescription:Dollar and Team Size: Lead a team staff team of 5 senior financial analystsResponsibilities:Developed and executed the cost and productivity initiatives for the CSCO-Service DeliveryProvided expense management and variance reporting for 300 business units: preparing staffing models and assignment of cost per FTE, coordinated the annual planning process, project status reporting and risk managementAmeriprise. 1992-1995Senior Financial Analyst- Reporting, Planning and AnalysisProject Organization: Actuarial FinanceDescription:Dollar and Team Size: Lead a team of 1 financial analystResponsibilities:Developed the Insurance and Annuity Cash Sales and TWP by product by month used to start the annual Strategic Planning and Operating Planning processAnalyzed the actuals to plan by month on cash sales and TWP and prepared monthly reportingAmeriprise. 1988-1992Senior Financial AnalystProject Organization: Corporate Planning & Analysis and AuditDescription:Dollar and Team Size: self-contributorResponsibilities:Analyzed the actuals to plan by month on cash sales and TWP and prepared monthly reportingAudited the Insurance entityOTHER SKILLS:Developed an estimating tool and trained all Tech and Bus PMs and Directors in the Insurance and Annuity groupDeveloped a capacity planning tool and trained all Tech PMs and Directors in the Insurance Annuity groupJAD FacilitationThe experience noted above is for work within the one company from 8/88-4/10: IDS, American Express and Ameriprise. Consultant from 1/11 to 7/12 at Wells Fargo; 11/12 to 7/13 at Express Scripts, 7/14 to 12/15 and 7/16-7/18 at Wells Fargo, ManpowerGroup 1/22-6/23Excellent written, verbal, presentation and meeting facilitation skills.Communicate well with technical team and the business process teams.Completed for the EAM Business team for the SAR Governance documentation and Windows PTA/Breakglass Governance DocumentationLead 5 LOB PMs to complete the onboarding of applications to the IES solution monthly.ROLES :Technical Program ManagerTechnical Project ManagerBusiness Project ManagerSingle Point of Contact PMChurch Project CoordinatorMAJOR COMPETENCIES:Project Planning & DevelopmentRisk& Issue ManagementChange, Service Request, Incident and Problem ManagementCommunication ManagementResource& Vendor ManagementKnowledge ManagementTracking, Monitoring & AnalysisBudget Management &EstimatingImplementation/DeploymentScope, Cost & Time ManagementProject ClosureCapacity PlanningMETHODS:WaterfallLife Cycle Project Mgmt (SDLC)BUSINESS DOMAINS:Service DeliveryShared ServicesSales CompensationComplianceInsurance & Annuities- Vantage, Traditional Life & ULFinance, Wholesale-ACH & Lockbox, EAM & Corporate Risk/EIS and SecurityTECHNICAL DOMAINS:Main Frame, Midrange, Distributed, Cross Organizational and onboarding ServiceNow modules |
