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Summary
of Experience |
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Over
10 years managing projects varying in size, deliverables, and
complexity. Larger projects had multi-million dollar budgets
with project teams up to 20+ people. Project deliverables
included custom
development, upgrades or conversions to a vendor solution, and new infrastructure.
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Over 5 years of business analysis for web development, mainframe enhancements, reporting systems, system conversions, and new product
implementations.
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Over 4 years developing and implementing project management and information
management policy, standards, and procedures.
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Project
Experience |
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Financial
Services Industry
Asset
Management Company
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Project Manager for
a multi-phase implementation of a new vendor application, including custom
development and integration into enterprise level services,
supporting two business lines.
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Project Manager for
a large project delivering an upgrade of a suite of business
applications, including business functionality enhancements,
information security enhancements, and new infrastructure.
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Project Manager and
Business Analyst for a portfolio management tool upgrade.
The application upgrade included custom development enabling
automated data loads and improve data management.
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Project Manager and
Business Analyst for implementation of new data feed enabling
automated import of transaction and position data into a compliance
system.
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Project Manager and
Business Analyst for implementation of new data feed enabling
intraday security pricing updates from vendor.
Fortune
100 Bank
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Project
Manager for implementation of a CRM (customer relationship
management) system that supports over 500 users across multiple
business lines.
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Business
Analyst for implementing several dynamically generated reports on a
web based reporting system, supporting commercial customer
accounting needs.
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Business
Analyst on a merger-related project to implement a browser enabled
user interface to a mainframe business application, enabling service
team member’s access to a single application from remote
locations.
Fortune
100 Mutual Fund Company
Fortune
500 Mutual Fund Company
Fortune
100 Mortgage Company
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Business
Analyst for several system enhancements on an automated
mortgage-underwriting system.
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Developed
a process to incorporate business driven change requests into the
software development process, improving turn around time for user
enhancement requests.
Fortune
500 Bank
National
Insurance Company
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Business
Analyst for several medium size projects that developed and
implemented new life insurance
and annuity products.
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Business
Analyst for new business application that projects life
policy values and reporting on projected life policy values,
enabling compliance with state regulations and improved response
time to customer requests.
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Business
Analyst for replacing an existing insurance administration system,
which is used by multiple business areas (on the back end of the
insurance product life cycle).
Co-managed the project definition, requirements gathering,
and RFI/RFP phases of the project.
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Government
State Government Agency
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Developed
and implemented the framework and support structure for an
enterprise wide Information Policy Program.
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Developed
and implemented policies and standards that balance solid security
practice with business needs, while complying with federal (HIPAA) and state regulations.
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Business
Analyst for various business process improvement efforts to improve internal customer service.
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Retail
Industry
Fortune
100 Retail Company
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Project Manager for
implementation of
new products on a browser enabled, PC configuration sales system. Managed the technical relationship with vendors.
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Developed a
reusable project process for implementing new vendor’s on a browser
enabled, PC configuration sales system.
- Business
Analyst for a process re-engineering effort, resulting in substantial
cost saving process changes.
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