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Candidate's Name
Street Address Augusta Drive Residence: PHONE NUMBER AVAILABLE
Wayne, NJ Street Address Mobile: PHONE NUMBER AVAILABLE
Email: EMAIL AVAILABLE
SENIOR PROJECT MANAGER
BUSINESS MANAGEMENT CONSULTANT
Decisive, results-focused and action-oriented professional with over 20 years of business management experience in the financial services sector. Proven ability to effectively plan, coordinate and meet deadlines of multiple projects; committed to executing business and technology solutions on-time and under budget. Excellent communicator with experience interfacing with key business partners at all organizational levels. Extensive client relations experience. Recognized consensus builder with the proven ability to bridge business and technology goals to provide effective solutions.
CORE COMPETENCIES
Requirements Documentation Client Training and Documentation Business Analysis Project Management Process Redesign & Improvement Team Building Client Relations
WORK EXPERIENCE
Mercer LLC, New York, New York 2/2015-4/2015
Health and Benefits, North America Operations
Process re-engineering assignment within Health and Benefits line of business. Project deliverables and specific responsibilities:
Diagnosing operating model of the business unit via individual interviews and workshop settings
Documented current state cross-functional process maps for all processes
Conducted preliminary analysis of current state
Identified key areas for improvement efforts
Iron Mountain, Inc., Boston, MA 2/2013-12/2014
Client Technology, Senior Project Manager
Responsibility for all aspects of the implementation of Iron Mountain s commercial off the shelf records management software. Act as single point of contact for each project. Take projects from post sales process through final implementation, interfacing with all areas affected by the project including end users, computer services, and client services.
Evaluation and development of project plans, resource plans and status reports
Develop program plans with little precedence
Direct all phases of assigned programs from inception through completion
Manage all aspects of customer interface, including requirements of cost, schedule and technical performance and risk management
Monitor project deliverables and progress through continuous communication with project members
Participation in negotiation of requirements and requirements changes
Provide analytical guidance to project team, recommend and take action to direct the analysis and solutions of problems
BNY Mellon, New York, NY 6/2012-1/2013
Asset Servicing Technology, Technology Program Delivery, Project Manager
Managed the planning, organization, and implementation of multiple project activities for the Corporate Trust business line
Provided direction and control of work performed in the framework of the projects, including monitoring the critical path and implementation of appropriate corrective actions
Ensured adherence to current project management standard processes and compliance to quality assurance policies
Provided overall project communication to stakeholders and program management of stakeholder expectations
Managed day-to-day project activities, such as issue tracking and risk mitigation, facilitating project team meetings (with various groups) and preparing/delivering status reports
Proactively identified and solved project issues through negotiation and/or escalation processes
BNY Mellon Shareowner Services, Various Assignments 5/2007-6/2011
Corporate Actions, Project Manager/Business Analyst 1/2010-6/2011
Requested by Project Management Office (PMO) head to lead Corporate Actions (CA) work stream to implement technology solution to comply with Cost Basis Reporting regulation. Collaborated with business team to determine technology solution. Created business and system functional requirements for both CA vendor platform and mainframe in-house system. Full responsibility for managing activities of third-party vendor. Directed quality assurance testing team.
Brought project in on time despite delayed initiation and vendor challenges
Working with Corporate Tax, identified business rules to comply with regulation
Project Management Office, Project Manager 5/2007-8/2009
Directed and led 2 Transfer Agent work streams as part of the acquisition of Mellon Financial by The Bank of New York. Created and managed project and risk management plans.
Identified and recommended cost, expense and headcount reductions resulting in multi-million dollar savings within revenue billing and fulfillment and output work streams
Managed and directed activities of third party print vendor to complete rebranding of all shareholder output on time and within budget
Mellon Investor Services, Various Assignments 5/2002-11/2006
Employee Stock Plan Services, Project Manager 1/2006-11/2006
Requested by Employee Plan Business Head to direct and lead activities of implementation team for several high profile employee stock plan service clients. Created and managed project plan, identified and escalated risks, managed client expectations and completed client and senior management reporting.
Identified and implemented control points and processes to minimize data processing errors resulting in decreased rework
Overall client satisfaction significantly improved
Product Management, Project Manager 5/2005-12/2005
Directed and led business and technology teams in multi-million dollar redesign of client-facing website. Created and maintained project plan, identified and escalated risks, created senior management reporting.
Obtained consensus on look and feel
Brought project in on time after project was brought in-house
Product Management, Project Manager 4/2004-5/2005
Directed and led business and technology teams in a multi-phase implementation of an electronic documents presentation system.
Managed and directed activities of third party host vendor as well as print vendors
Created business requirements for multiple phases of the project
Project resulted in multi-million dollar paper cost reductions
Employee Stock Plan Services, Business Analyst/ Project Manager 11/2003-4/2004
Working with business subject matter experts, mapped workflow for Employee Stock Plan Services operation. Directed and led business and technology teams in preparation for a significant client options vesting. Coordinated and managed efforts of external telecommunications providers.
Recommended significant process improvements resulting in cost savings and head cont reduction
Vesting event was executed without issue or system downtime despite significant transactional volume
Breakthrough Concepts, Inc. (BCI), Kinnelon, NJ 5/2000-10/2001
Senior Business Management Consultant
Provided business analysis, project management and business process improvement direction to financial institutions.
Senior business analyst in Business Management office. Project coordination, process and procedure documentation, and business analysis
Provided business analysis, systems integration and testing, and process redesign for the implementation of a new trust and custody system at a major bank
Senior business analyst for business acquisition of a third party marketer of financial products including due diligence, project plan development and senior management reporting
Identified process improvements and operational efficiencies for multiple branches of a major bank and assisted in implementing improved processes
Identified process improvements for employee stock plan services business. Included documenting current and future processes as well as resulting technology enhancements to proprietary web-based software
SunGard Portfolio Solutions, Inc., Fairfield, NJ 11/1998-2/2000
Vice President, Client Support & Client Training and Development
Directed and led staff of 8 client service representatives servicing 150 asset management and investment advisor clients. Worked in concert with Sales to ensure customer satisfaction benchmarked against customer perceptible indicators.
Established and scheduled all client training and professional services activities
Led company-wide implementation of Lotus Notes. Implementation included a client incident tracking system, adopted by the client service associates, increased ability of representatives to identify, track and resolve issues to the satisfaction of clients
Developed and cultivated existing client relationships
Reengineered department work flows and processes resulting in improved servicing of the client base
Citibank, N.A., New York, NY 9/1985-10/1998
Global Electronic Customer Delivery, V.P. 1997-1998
Maintained full responsibility for the support of 30 global corporate securities clients utilizing electronic banking products.
Identified customers requiring proactive service resulting in improved service and increased customer satisfaction
Subject matter expert for electronic banking products. Go-to person for new and existing securities clients requiring electronic banking solutions
Analyzed customer incident tracking information to better understand electronic banking usage patterns and behaviors and identify areas for improvement
Global Electronic Customer Delivery, V.P., Project Manager 1996-1997
Global Transaction Services, V.P., Installation & Training 1994-1996
Worldwide Securities Services, V.P., Client Services 1993-1994
US and Global Custody, V.P., Client Services 1991-1993
EDUCATION
St. John s University, Graduate School of Business Administration, MBA, Marketing
New York University, College of Business and Public Administration, B.S., Marketing & Management
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