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Title Project Manager Scrum Master
Target Location US-MA-Great Barrington
Phone Available with paid plan
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bill@bbintelligentconsulting.com PHONE NUMBER AVAILABLE LINKEDIN LINK AVAILABLETECHNOLOGY LEADERSHIP SENIOR PROJECT MANAGEMENTCSM Governance Agile Insurance Banking Financial Services Leadership InvestmentVendor managementCore CompetenciesProject ManagementVendor ManagementService managementProcess ImprovementBusiness StrategyRequirements elicitationRisk identification and mitigationFinancial Services, credit cards, payment systems and recoveries (TSYS)Understanding of Regulatory Compliance for FX derivative trading, Dodd Frank Title VII, EMIR  Understanding of fixed income instruments and LIBOR to SOFR transitions and HECM loans.Banking compliance including AML, OFAC and BSA.Familiar with Eagle Pace and IBORCyber Security, IAMClient relationship managementDatabase design and implementation,Data Migration, BI, SQL queries and reports, large databases, ETLCloud project experience AWS EC2, S3, securityBusiness Intelligence, data mining, ERPLife and re-Insurance technologyCertified SCRUM MasterSAFe, Agile, hybrid, earned value and waterfallChange Management Organizational readiness, realignmentFull SDLC software implementations and deliverySummarySeasoned Project Manager with over 16 years of progressive hands-on experience driving full lifecycle software development projects (SDLC) end to end, from charter and requirements to production delivery. Managing multiple concurrent high visibility projects using Scrum, Agile SaFe, waterfall and hybrid methodologies as Certified Scrum Master. Experienced in banking payments systems including global payment hub across all LOB including treasury, retail and credit cards A Problem solver, Bill removes impediments and steers projects back on track. Comfortable presenting to large groups and one-to-one with senior managers. Adept in strengthening communication among various levels of management, internal and external consultants, clientele and stakeholders.Knowledgeable with cloud (AWS, Azure ) and Google Kubernetes Engine. Drove data conversions for Commonwealth and Wisconsin State Investment Board. Experience with middleware, Oracle, Linux, and JAVA, and Jira, MS Project, SharePoint, Workfront, Clarity and Rallye PM tools.RELEVANT EXPERIENCECommonwealth Of Massachusetts  DHCD, Boston MA 08/2018-5/2019Senior Project ManagerOrganize major conversion program.Planned and executed data migration movement of Tbytes of data to Amazon buckets (S3) and vendor locations and verification.Organized Governance and Project committeesCreate support organization and setup communications plan to manage relationship with senior department executives, two vendor divisions and 10 government agenciesReview technical and business projects for SaaS cloud based systems, databases and vendors.Write contracts with appropriate technical language to protect software and service delivery and minimize risk to the Commonwealth.Managed vendor selection and transition to new COTS vendor and vendor agile teams.Liaised between vendor technology organization and business managers.Work with EOTSS to setup DB instance in AWS and facilitated use of S3 secure storage meeting Commonwealth security protocols.Review AWS cost metrics and recommended optimization with best fit pricing models and monitoring.Developed SQL data mining and reports. Merged data sources from different data sources correlated data and generated reports.Provide project support for ongoing business/ IT activities especially in regard to cloud infrastructure and secure SQL access to databases.Develop business process for database purge and verification.Setup SharePoint for project communication.Manage user transition to new systems including data validation, negotiation, training, and problem resolution.STATE INVESTMENT BOARD, Madison Wisconsin 08/2016  04/2017Program Manager/Senior Business AnalystShepherd delivery of complex investment products, managed custody conversion and produced new automated board level reporting using Tableau.Managed vendors and local SmEs to install and test back/middle/front office flow of fixed income products: MBS, CDS, CDO, ABS and TBAs. Understanding of fixed income instruments and LIBOR to SOFR transitions and HECM loans.Delivered Credit Default Obligations (CDO) and other MBS structured products to portfolio managers improving benchmark performancePartnered with traders, portfolio managers and vendor SMEs to deliver results integrating systems including Carnegie-Mellon Services, CRD (Charles River), Markit EDM and FactSet.Worked with risk group to ensure approval with FactSet reporting and procedures.Ran hybrid Agile projects, drove the resolution of counterparty agreements (ISDAs for MBS and OTC bilats) for TBAsCreated and managed project artifacts: Charters, Status Dashboards Project Plans, Change Requests, RTM, Risk and Issues logs, RDDs, BRDs, FRDs.Developed use of reference data for daily summary position reports for portfolio managers.Prepared and presented content management automation including ETL from various sources and status to senior management using tableau.Supported PMO and mentored other project managers to ensure standards were met.Reviewed SharePoint contents for PMO projects.Akamai Technologies Cambridge, MA Jan 2014  April 2015Principal Business Analyst / Project managerActed as a solution architect developing models for new methods of data collection and analysis for large data collections: 1b rows/monthManaged and delivered SDLC development projectsReviewed and tested the use of big data solutions with complex schema.Organized review and setup of Hadoop clusters with Spark.Verified Oracle queries mapping issues with Hadoop.Created complex SQL queries for Oracle, MySql and SqlLite databases and source management tools such as TFS, Git etc.Organized governance committee of stakeholders and senior managers. Set agenda for governance meetings and presented project status.Re-engineered, developed, brought up to enterprise standards and delivered two generations of complex global cost of goods sold applicationDeveloped project plan, budget estimates and ROI based on ROM projections.Drove implementation across Akamai's networks and product catalog.Managed participation of Offshore QA, Finance and Engineering organizations.Developed analytics and cost models for new products.Worked with Finance to measure profitability of clients across all platforms.Maintained project plans and presenting to senior management.Analyzed the use of transactional metadata to categorize data.Acted as a solution architect developing models for new methods of data collection and analysis.Reviewed and tested the use of big data solutions with complex schema.Organized review and setup of Hadoop clusters with Spark.Verified Oracle queries mapping issues with Hadoop.Created complex SQL queries for Oracle, MySql and SqlLite databases and source management tools such as TFS, Git etc.Managed the implementation and testing of disaster recovery/business continuity solutions.Resolved infrastructure issues (platform, space, network, security, firewall) with virtual servers.Used Agile, Waterfall and hybrid techniques for project management.Developed and maintained SDLC artifacts such as project plans and status, RAID (Risks and issues log) and RTM (requirements traceability matrix).Used tools such as MS Project, Jira and Confluence to track and report status and assignments.Managed daily agile like status meetings driving product backlogs, resolution of blocks and delivery successes.Wells Fargo, San Francisco, CA May 2011 - Nov 2011Dodd Frank Compliance Lead / managerManaged and guided project managers for compliance with new FX Dodd Frank workstreams.Developed strategies for Dodd Frank compliance for FX business and drove implementation efforts. Translated CFTC, SEC and OTC rulemaking to business requirements. Resolved issues across lines of business.Worked with business managers in multiple workstreams (reporting, business conduct, on-boarding, clearing, etc.) for aspects of the Title VII Dodd Frank rules to understand the implications and develop the architecture, BRDs, FSDs.Reviewed provisions of proposed Volcker rule to see how prohibitions on proprietary trading and hedge fund support would impact LOB.Worked with CFTC and OCC to define retail FX compliance trade-offs.Drove projects to develop a go forward plan (future state) which would comply with the new requirements and with process and dataflow for onboarding, collateral (algo) and margin management (IM and VM). OTC clearing, reporting for FX (swaps) and security based derivatives (IRS, VNS etc.)Reviewed DF Bill, CFTC, CEA, OCC and SEC rule making and performed a gap analysis against the BAU derivative business and developed business processes (BPM)Worked with legal counsel, Compliance, and business managers to develop action steps, policies, and procedures to meet new rules and statutory deadlinesAnalyzed Client Reference Data queries (SQL) as basis for ECP qualification from Teradata enterprise data warehouse.Organized compliance projects to develop/upgrade policies and testing and business procedures that meet new rule requirements.Followed and interpreted Dodd Frank final and proposed rules from CFTC, SEC and OCCCapital One Henrico, VA Sep 2010 - Apr 2011Business Analyst  Check and Mobile Payment Systems.Reviewed LOB payment implementations and new technology and find opportunities for de-risking, centralizing and reducing costs of payments processing. Reviewed COTS vendor solutions and developed RFP and business cases.Worked with Enterprise Payments Strategy and Governance team to develop roadmap for moving payment systems including ACH, check image and FEDwire from LOBs to enterprise level and integrate with core banking systems and Teradata enterprise data warehouse.Identified gaps and risks with retail, card and commercial payment processes. Compare present state/BAU and propose Future State: Propose requirements and services to solve for risks.Developed roadmaps and reviewed Domain Target Architecture (DTAs) for credit card (TSYS2) Payment flows and SOA solutions.Built business cases, write RFPs, evaluated commercial products in the payment space and recommend projects to senior management.Identified risks and inefficiencies and recommend mitigation actions and projects.Reviewed Treasury and Basel II projects and roadmap against enterprise projects and analyze conflicts and synergies. Review compliance and AML/BSA interfaces.Reviewed domestic and international wire systems (SWIFT, ACH, IACH, FEDwire, etc.) BAU, Plans and vendors.Built business cases and presentations for check image consolidator, payment hub and data services.Identified risk mitigation, float and clearing opportunities in present and future state scenarios as well as wire and ACH processes with Treasury Management.Sourcing: Brought in all relevant vendors for full presentations and review; Reviewed vendors use of SOA, ESB and component architectures; Drove project process through approval, RFP and IT participation.Extensively used of tools such as MS Project, MS Chart, Clarity, PowerPoint, SharePoint, Visio, Excel, Outlook (meeting orchestration).Full CV available on request

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