Candidates About

Dynamic Project Manager/Sr. Business Analyst possessing extensive experience leading domestic and global IT and Business front, middle and back office asset management initiatives to successful completion. Strong ability to communicate complex business and technical information to domestic and off shore cross-functional constituencies.  Excellent project leadership, business analysis, and client relationship experience with track record of implementing cost-effective solutions to address strategic and tactical business challenges. Skilled in project management methodologies from concept through implementation and post production. In-depth expertise in delivering and authoring all phases of the development life cycle including business process reengineering initiatives.

  ________________________________________________________________________________________________________

WORK EXPERIENCE

Sr. Project Manager – Information Systems Solution Delivery(Consultant)                                                            8/2016 – 8/2017

Manulife Asset Management/John Hancock – Global Optimization Program

·         Directed first time delivery of 2 complex, large scale global institutional investment workstreams for Vermilion Client Reporting and Appway Client onboarding platforms with combined budget > $2.5 M. Successful Appway implementation was on time, within budget and scope with 85% automation of manual processes. Oversaw delivery of Vermilion from inception significantly automating manually intensive processes. Employed Waterfall & modified Agile methodologies.

·         Managed aggressive project timelines and SDLC deliverables of combined 55 plus team of multi-country, cross-functional executive stakeholders, business SMEs, operations & business systems analysts, vendor & domestic/offshore developers, technical leads, architects, data and infrastructure analysts, and testing project teams. Delivered final vendor selection, automated business solutions/requirements, Salesforce integration, technical specifications, code releases and testing cycles.

·         Managed entire SDLC reporting weekly progress to PMO and workstreams leading business and technical status meetings, produced Charters, project status artifacts, and detailed weekly project plans. Created all milestones, metrics and risks/issues escalation, hand-offs, and change control. Tracked project budgets to actual spend for resource, project and hardware expenditures. Hired project consultants and set expectations to successfully support overall program strategy.

Project Manager – Information Systems Solution Delivery(Consultant)                                                             1/2016 – 4/15/2016

John Hancock Signator Investors, Inc. (Broker Dealer/Investment Advisors), Boston, MA                                          

• Managed cross-functional Technical(Data) Track team supporting the acquisition of 1,100 Transamerica Financial Advisors(TFA) across 50 firms. Acquisition of $80 M select assets entailed overseeing team’s integration efforts between TFA systems and Signator Investors Client Account Center(Caesar), Albridge, Pershing, Athene Group(TAG), Docupace and third-party Vendor applications. Collaborated with Business Analysts and Developers to ensure SDLC prioritization.
• Led weekly TFA/Signator stakeholder status meetings monitoring integration tasks, evaluating progress, issue and risk escalation, and maintained project plan to ensure project execution is delivered on schedule, within scope and budget.  

Project Manager/Sr. Business Analyst – Corporate Information Technology Systems(Consultant)               6/2015 – 12/2015

Biogen, Cambridge, MA                                 

• Project Manager responsible for directing Corporate IT end to end solution delivery for 40 plus systems rebranding conversion initiative. Partnered with global and US based Business Stakeholders successfully managing project budget, monitoring Vendor product enhancements and project plan schedule. Member of IT PMO work stream accountable for monitoring project resources, tasks, risks, implementation time lines, status reporting and user acceptance testing.
• Successfully eliminated Salesforce Case Management manually intensive processes by partnering with Business Stakeholders, Development Team and Vendors to document large scale Business Requirements and Use Case deliverables. 

      Project Manager – Enterprise Project Management Office            7/2014 – 5/2015

Boston University, Boston, MA (IS&T)                                                                                                                                                                     .

• Directed program management for portfolio of 45 plus enterprise-wide operations initiatives.  Project Manager for 4 mid to large scale cross-functional initiatives utilizing modified waterfall/agile SDLC.Delivered efforts on scope, budget and time.
• Managed vendor selection for cloud based university-wide scheduling software with goal to reduce manually intensive generation by 50% via elimination of legacy system. Authored requirements, gap analysis, briefs and detailed project plans
• Led projects for 100 geographically dispersed stakeholders including $250 M financial loan application, global programs, and medical campus requirements. Delivered executive presentations, roadmaps, charters, resourcing and budgeting plans.
• Managed entire project lifecycle, tracked milestones, issues and risk escalation, delivered presentations and PMO artifacts.

Project Manager – Enterprise Project Management Office (Consultant)                                                                5/2013-10/2013

Brown Brothers & Harriman, Boston, MA

·         Managed medium to large scale business and technology initiatives spanning fund accounting, enterprise-wide automated Vendor business test regression strategy assessment, and infrastructure processing productivity projects.

·         Delivered PMO rollout of SDLC across US, India and European business and systems stakeholders leading delivery of functional business requirements, code development, quality assurance through project plan timeline management and resource allocation. Enhancements resulted in estimated 40% reduction in processing costs.     

Assistant Vice President - Project Manager/Senior Business Analyst (Permanent/Consultant)                               2010 – 2/2013

State Street Corporation, Boston, MA

• Directed 20+ member US, multi-European country & India team in delivery of web-based straight through derivatives financial processing initiatives supporting institutional Client on-boarding efforts. Turned around failed project one year behind schedule delivering on time/budget with 90% of business requirements implemented. Client’s daily high volume manual paper-based transactions successfully converted to 95% electronic transmission functionality

·         Led automation of global markets regulatory mandates for fixed income and derivatives applications across front, middle and back office Euro zone entities. Authored business requirements, GUI screen interface design, functional use case specifications, and process redesign across global sites. (US, Asia Pacific, China, UK, & India).

·         Delivered multi-country conversion for automated financial data redirect between corporate legacy and new Oracle corporate general ledgers. Provided business requirements specifications and data analysis for corporate global finance and accounting initiatives. Realized 90% accounting efficiencies enabling completion of 10-year legacy retirement effort.

·         Managed multi- country cross-functional business, operational, technical development and testing project teams responsible for delivering automated business solution/requirements, code release and user acceptance testing.

Project/Senior Business Analyst – Corporate Strategic Planning(Consultant)                                                      12/2009 – 4/2010

Fidelity Investments, Boston, MA                                                                                                                                                                               

• Led efforts to automate cross-functional policy reporting and business process redesign within FMR Corporate Strategic Planning & Operations.  Conducted business requirements and data analysis to convert to automated web-based technology platform for multiple stakeholders including Global Corporate Accounting, Treasury and Corporate Actions.

Project Manager/Senior Business Analyst                                                                                                                                 2003 – 2009

Pioneer Investments Management USA, Inc, Boston, MA                                                                                                                                         

• Managed implementation of first to market Vermilion institutional client reporting suite with budget of $2M. Directed 30 + US/Vendor Team supporting automated enterprise rollout enabling Pioneer’s initial large-scale penetration into Institutional investment market. Team employed Waterfall and modified Agile rapid iterative development approach delivering prototypes within aggressive target time frames. Multi-country initiative was only corporate global project delivered on time. Responsible for scope/business requirements analysis, budgeting, consultant and contract procurement, resource allocation, quality assurance, release scheduling, and PMO reporting.

·         Launched redesign of a distributed global credit research web-based i portal platform.  Partnered with multi-country global upper management, credit analysts, off-shore developers and external data vendors to author business requirements, large scale use case functional specifications, and original GUI design for 25 screen interfaces. Increased efficiencies via automation of Analyst’s standalone excel-based research workflow specific to credit leverage assessments and comparative company forecasting. Managed conversion of 30 financial applications to 100% ETL processes and new architecture.

Consultant/Researcher                                                                                                                                                                    2002 – 2003

Center for Strategy Research, Boston, MA

·         Provided market survey research to multi-national corporations and Fortune 500 financial services companies.  Interfaced with global senior executive management to deliver market driven research, cost benefit and fact-based predictive analysis.

Project Leader/Senior Business Analyst                                                                                                                                    1998 – 2002

      State Street Global Advisors, Boston, MA                                                                                                                                                                  

• Implemented new, proprietary enterprise-wide web-based trade order management and reporting system for front office stakeholders responsible for managing AUM of 1.9 trillion. Eliminated file based system significantly reducing manual intervention, global operational errors, while increasing speed of processing with marked gain in profitability.  Produced requirements analysis, functional report specifications, and test documents.

·         IT Project Manager for company-wide global Euro currency conversion for Boston and international sites encompassing all enterprise-wide systems applications.  Co-led 40-member team, including senior business and portfolio management, operations, and IT applications staff.   Delivered project on schedule with no business risks incurred leading efforts through all phases from requirements analysis, testing, implementation and rollout.  

·         Provided significant improvement to Trader and Portfolio Manager productivity via centralized automated global futures trade processing rollout.  Delivered 100% elimination of world-wide paper-based trade tickets. Large scale international project responsible for requirements analysis, specifications, and end-user training to Us, European and Asia/Pacific staff.

Project Leader/Senior Business Analyst

Fidelity Investments, Boston, MA                                                                                                                                                         1995 – 1998

·         Developed business requirements analysis and functional specifications for next generation High Net Worth, Charitable Gift and CRM/Sales & Marketing business and systems environments. Collaborated on large-scale reengineering initiative to significantly streamline business operations flow and productivity.

EDUCATION, PROFESSIONAL DEVELOPMENT & MEMBERSHIPS

B.A., cum laude, University of Michigan, Ann Arbor, MI

• Member: Project Management Institute: (PMI) Massachusetts Bay State Chapter                                                                       2003 - 2015
• MIT Sloan School of Business Management – Professional Career Boot Camp Seminar
• Boston University – Advanced MS Project Workshop
• Professional Development Collaborative - Agile/Scrum Development Methodology Workshop                                                            

 Harvard University: [Continuing Education]                                                                                                                                  

·         Kennedy School of Government: Strategic Information Technology

·         Extension School: Business, Management, Economics & Computing graduate level course work

·         Law School: Harvard Program on Negotiation & Dispute Resolution

Boston University:

·         Principles & Techniques of Project Management,

Northeastern University:

·         IT Project Time Estimating

Additional:

·         Princeton Financial – PAM Portfolio Accounting & Performance Basic Training

TECHNICAL & LANGUAGE SKILLS

·         Foreign Language: Fluent in German with level of proficiency in reading and writing

·         Methodologies:  PMI PMBOK, State Street SUP/RUP & Tollgate/PMO, PRINCE, Coopers & Lybrand/Summit-D, SARS & Ganson, Business Use Case & Object Oriented analysis.  Experienced in delivering both modified Agile and Waterfall product implementations.                                        

·         Business Applications: Oracle General Ledger/Essbase, Portfolio Accounting & Investment/Operations Risk &Compliance

OTC Hub Derivatives system, CRD, Sun Guard Global One, Macgregor Trade Order Management, Eagle STAR, Princeton Financial, Broadridge Gloss, PAM, PMIS, Benchmark Databases, F/X - Foreign Exchange, Crossmar/Tradeweb, Security APL, Portfolio Performance, Vermilion Client Reporting suite, Appway, exposure to Capital IQ and Eagle/STAR/PACE, Salesforce, Qualtrics Survey software, Bloomberg PolarLake   

·         PC Software: Microsoft Office suite, Microsoft Project, PowerPoint, Visio, S-Designer, Lotus, Excel, Access, Mercury Test Director, HP ALM, Clear Quest, and SharePoint, MS Project Online, myCIMS Document Management

·         Language Environments: Exposure to multi-platform/Client Server/Sybase, C, Oracle, C++, Powerbuilder, SQL, Web Logic, .NET, HTML, FIX, FpML, XML, MQ, OASYS, Compustat, Bloomberg and external Vendor data providers