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Click here or scroll down to respond to this candidateCandidate's Name 50 Herman Drive, Marlboro, NY 12542Residence: PHONE NUMBER AVAILABLEEmail:EMAIL AVAILABLETechnical Engagement ManagerFinancial Services Management Consulting B 2 BSuccessful, versatile manager with expertise in planning, management and execution of multiple activitiesin web site development, database software implementation and fully integrated portal installationprojects. Strong employee and vendor management skills, combined with an extensive audit andcompliance background. A proven, goal oriented leader whose experience encompasses progressivegrowth and outstanding success in streamlining and improving operations.Core CompetenciesResearch and Development Financial & Systems Audit BudgetsCompliance & Risk Management Financial Services Project ManagementInternational Banking Credit Cards SDLCUser Requirements/Documentation Training ConsultingSolution Delivery Vendor Management Process Re-engineeringPortals & Websites Payment Processing LegalSignificant AccomplishmentsResponsible for successfully improving the entire Mastercard Corporate Products enhanced datareporting and delivery processes.Implemented a Global Audit Repository database tool at PriceWaterhouseCoopers thatallowed our Global Audit staff to effectively share information about our Top 100 clientsworldwide.Developed and deployed an Artificial Intelligence based investment questionnaire togather and analyze client investment preferences for purposes of determining optimalinvestment strategies. This system won a Silver Level Quality award.Created and implemented a company PMO team for an expanding dotcom organization.Professional ExperienceSourceHOV LLC, Dallas, TX Oct 2013 July 2015SourceHOV is a global provider of Transaction Processing solutions, strategic consulting anddata analytics services that are delivered through innovative technology platforms and offerstreamlined workflows based on specific business rules.Client Relationship Manager (2013 - Current)Serves as the ongoing liaison and facilitator between Department of Revenue (DOR) staff and all relatedSourceHOV departments, and possess the authority to act independently to resolve any project issues. The CRMwill be involved in all project phases, from implementation to ongoing production. During implementation the CRMwill interface directly with DOR and SourceHOV resources to ensure that the project is implemented on time andwith minimal disruption to DOR and its ongoing operations. Throughout ongoing production, the CRM will alsoensure that operations meet agreed-upon service levels and that DOR is afforded high levels of client supportResults:Interact and interface with Senior Leadership from both customer and within the SourceHOV,managing expectations and aligning customer and Company objectives.Work with our Operations Manager to monitor NJ, NYS and NYC production metrics anddetermine corrective actions as needed.Communicating with SourceHOVs Development team to identify and implement processimprovements.Responsible for managing the change control process for both NJ, NYS and NYC projects.Manage internal teams as required to resolve immediate customer service problems and issuesidentified as part of the day-to-day Production processSumTotal Systems, Gainesville, FL Jan 2012 Sept 2013SumTotal Systems, Inc. is a software company that provides strategic human capital management(HCM) software to global enterprises, small to medium businesses, and government agenciesacross a SAAS model platform.Engagement Manager (2012 2013)Responsibilities on the Professional Services team included providing client and technical support from pre-salesthrough delivery for Workforce Management, Payroll and Expense projects. This included all software andinfrastructure deliverables for the specific application projects.Results:Successfully lead and managed 1015 concurrent HCM implementations for several largecustomers that included documentation, planning, financials and all other client related activities.Responsible for all project related documents (Business Requirements, Statement of Work, IssueTracking, Change Management, Workbooks,etc.)Tracked all project activity via various tools that included Salesforce, JIRA, Open Air, Accellionand others.TxVia, Inc., New York, NY Sept 2009 Nov 2011TxVia offers the most advanced processing technology for network-based payment systems. Oursolutions encompass fully integrated, end-to-end issuing, acquiring and network processing for arange of payment products including prepaid, debit, credit and hybrids.Implementation Manager (2009 2011)Responsibilities in the Operations and Technology Support team included providing client and technical supportfrom pre-sales through delivery for Prepaid card programs. This included all software and hardware deliverablesfor the Pre-paid card programs.Results:Successfully lead and managed 2 concurrent implementations for one of our largest customersthat included setup/configuration, card creation, B2C web site creation, messaging, funding andall other client related activities.Managed all client relationships both internally and externally for the project, including the cardmanufacturer, bank(s), card company, vendors, etc.Responsible for all project related documents (Business Requirements, Statement of Effort,Statement of Work, Issue Tracking, etc.)Actively involved with all phases of implementation, from card design to card testing at merchantlocations.PITNEY BOWES, Stamford, CT May 2004 Jan 2009Pitney Bowes Document Messaging Technologies (DMT) provides integrated DocumentManagement Solutions helping companies gain improved performance and integrity for mailproduction environments.ADF Solutions Architect/Project Manager (2005 2009)Responsibilities in the Automated Document Factory (ADF) group included providing technical and processsupport from pre-sales through delivery for ADF product and services. Support included DFWorks applicationsoftware implementation and configuration, as well as, Pitney Bowes (or third party) hardware integration.Results:Assessed and priced proposed ADF solutions for the customers by leading business andtechnical requirements sessions.Facilitated activities ensuring the efficient deployment of services/solutions to support the specificsales and implementation of customer requirements.Responsible for the creation of all required detailed documents (RFP, RFI, BusinessRequirements, Statement of Effort, Statement of Work, Work Orders, Solution Design, etc.)Area Enterprise Manager - Northeast Region (2004 2005)Responsibilities in the GMS Integrated Solutions group included providing technical and programleadership for Pitney Bowes solutions and management of the Enterprise Consultants, Senior SystemEngineers and Enterprise Project Managers in my region.Results:Responsible for stimulating the sales process through education and coaching of the Sales andIntegrated Solutions team members, driving the understanding of the customer's total businessprocess and building skills to enable the development of total end-to-end solutions.Provided ongoing support to Districts throughout the presale process and implementation,consulting services, both to the customer on subject matter and to the district, in terms oforganizational development as well as subject matter.Set, monitored and controlled performance standards for project management and enterpriseconsulting services including revenue, profitability, and customer satisfaction. Identified andprovided tools and resources to drive project management and enterprise consulting awarenessand competency throughout the PB organization.Worked on several software implementations. The largest being the Staples POSimplementation, which included testing at several Staples stores.MASTERCARD INTERNATIONAL, Purchase, N.Y. Jan 2001 Jan 2004MasterCard provides various debit and credit card products and services to Global members andclients.Director, Global Corporate Products Technology and Operations (2001 2004)Responsibilities in the Corporate Products group included managing all enhanced data reportingproducts, negotiating third party services, global member and client training and presentations.Results:Provided project management support for all ongoing business and e-B2B initiatives for membersand clients. This included creating annual forecasts, goals and objectives, project plans, budgets,user requirements, complete SDLC scope, risk assessment, user acceptance testing, stresstesting, rollout and training.Responsible for project management for all Commercial Card client data delivery and reportingapplications and services. This included providing all client related training and support for newdata specific products and services.Responsible for handling all Procurement related data delivery and reporting for our corporateclients. This included Supply Chain management, POS systems, data integrity, data capture,and integration into client back office systems and enhanced reporting. In addition, this entailedhandling product codes, government reporting requirements, socio-economic data, and IRSregulatory compliance and reporting requirements (1099/1057) and helping facilitate discountsand rebates based on spend.Managed data augmentation between the MasterCard Data Warehouse team and third party dataproviders on a monthly basis. This included sending our proprietary data to the third party datafacilitators to match (at a 98% confidence) and provide supplemental merchant data.Worked with Departmental Managers to help establish a PMO for the Global Corporate Productsgroup. This included developing best practices, standards and general guidelines for allprojects.Developed and launched the Corporate Payments Support Portal site that is the centralrepository for our enhanced data products. Responsible for user interface, screen layouts, testingand rollout.Day-to-day activities included member/client product sales and support, product and systemsdevelopment, member retention, third party alliances and negotiations, budget management,marketing development, staff and member/client training, member/client implementations anddata delivery strategies for various MasterCard Corporate Software Products and Tools.INSITE SERVICES, New York, NY May 2000 Dec 2001InSite Services provides web based reporting and billing for energy and utility clients .Project Manager Utility Navigator Division (2000 2001)Responsibilities included managing implementations for our top-level clients, including handling clientexpectations, deliverables, schedules, budgets and web issues.Results:Helped create the companys PMO with input from other Project Managers, which includedstandards for planning, reporting and budgets.Responsible for several large client implementations which included managing all clientexpectations and deliverables.PRICEWATERHOUSECOOPERS LLP (PWC), Stamford,CT Jan 1997 Apr 2000PWC provides Audit, Tax, Consulting and other Financial Services to numerous large clientsaround the world.Project Manager ABAS Technology Group (1997 2000)Member of the Audit and Business Assurance Services (ABAS) Technology . Main responsibilitiesincluded managing application development projects, customer expectations, staff availability andtime/expense considerations.Results:Implemented several high profile development projects, including a Global Communication Tool(GCT) targeted at PwCs top 200 global clients and several Knowledge Management databaseswhich have effectively streamlined business processes, reduced operating costs and improvedchannels of information distribution.ELECTRONIC DATA SYSTEMS (EDS), New York, NY Jan 1995 Dec 1997Senior Systems Engineer - Private Banking SystemsResponsible for coordinating and managing new and on-going Systems Development projects forthe Private Banking group of American Express Bank Ltd. Involved in the development of projectplans, statements of work and weekly/monthly status reports. Monitor tracking of staff hours andactivity.AMERICAN EXPRESS BANK LIMITED (AEBL),New York, NY Aug 1988 Jan 1995Manager - Advanced Technology Group (ATG) (1991 1995)Responsible for exploring and investigating all emerging technologies for AEBL. Keymeasurement criteria included applicability to business needs, cost saving potential, and/orpotential for gaining a competitive advantage. Project involvement includes business process re-engineering, business plan development and the coordination of programmer, user, and analystefforts to deliver working prototypes. Report research finding at Advanced TechnologyExchanges involving all American Express entities.Trained in various Project Management methodologies, including Six Sigma, Rational Rose/UMLand PMI.Well versed in a wide range of advanced technologies and their applicability in providing businesssolutions. Extremely adept in identifying appropriate sources of information regarding thesetechnologies.AUDIT and ACCOUNTING ROLES, New York, NY Jun 1985 Aug 1988Financial Auditor - Metropolitan Life Insurance (1985 1986)Internal financial audit work for Personal Lines division. Work included application reviews,process reviews and migrating from "paper and pencil" environment to PC software tools.EDP/Systems Auditor - W.R. Grace & Company (1986-1987)Client based systems audit work for numerous WR Grace internal clients. Work includedapplication reviews, Data Center reviews, process reviews and platform/infrastructure reviews.Systems Auditor - American Express International Bank (1988 1991)Internal systems audit work for International Bank division. Work included application reviews,Data Center reviews, process reviews and platform/infrastructure reviews.EducationBBA Accounting/Information Systems (AIS) - Pace University, Pleasantville, New York 1985 |
