DON HAUPTMAN

**** ********* ***** # ***

516-***-****

Milford, OH 45150

acg5le@r.postjobfree.com

IT PMO OPERATIONS LEAD

Client Management Reporting / Financials / MS Project / Performance

Measures & SLAs

PMO Operations and Financial Lead experienced in working within a matrixed

group of client and internal IT Finance, Contracts, and Delivery PMs with

on and off-shore experience. Assimilate project schedule tasks, resources,

timelines (MS Project), financial, forecasting, and change orders processes

for fine-tuning upstream and downstream workflows. Develop actual / budget

/ variance financial and performance metrics, and financial forecasts, for

producing management reports that assess operating results and key business

drivers. Heavy MS Excel utilization, including Vertical/Horizontal Lookup

tables and Pivot tables. MS Project.

Achievements & Experience

IT PMO Specialist Accenture

1/2013 - Present

Various IT PMO Assignments - AT&T, J&J, AthenaHealth, JPMorgan Chase,

Schaeffler, BP, and PA Dept. of Revenue

. Project Plan Management using MS Project and PlanView; reviewed plans,

updated tasks and status, produced metrics, worked with plan owners on

status management and plan updates (PA and BP).

. Project Financial (and Quantitative) analysis (AT&T, Schaeffler and BP).

. Deliverable Management to ensure timely submission and invoicing (J&J,

PA).

. Issue and Risk Management to ensure project issues and risks are tracked

and resolved (J&J, JPMC, Schaeffler, BP, and PA).

. Project / Program Status Reporting, weekly coordinating with Team Leads

(J&J, JPMC, Schaeffler, BP, and PA).

. Application support for end-users (AthenaHealth).

IT PMO Contractor

8/2010 - 04/2012

PNC Bank - Pittsburgh, PA, 2/2012 - 4/2012 - Developed process

documentation for Defect Management, MS Project Scheduling, and

Regulatory Reporting. Assisted PMs with weekly project meeting

documentation.

CareFirst BlueCross Blue Shield - Washington, DC, 9/2011 - 11/2011 -

Developed process documentation for PMO Project Intake Requests and

Deliverable Acceptance procedures to satisfy stakeholder quality

concerns. Worked with PMs to facilitate process implementation.

Kaiser Permanente - Pleasanton, CA, 2/2011 - 5/2011 - Supported the

change control process by working with Plan Managers to ensure / audit

completeness of Change Requests, that changes were included in plan

budgets, and that agendas were prepared for Change Control Board

meetings. Developed and maintained SharePoint web pages, web parts,

metadata, views, lists, navigation menus, and user accounts for 20 teams,

and trained users.

UBS Investment Bank - Stamford, CT, 8/2010 - 11/2010 - Performed

financial reporting, planning, budgeting, and communications activities

for Investment Banking IT PMO with $100 million annual budget, utilizing

MS Excel-based source data. Managed invoice approval process of tier-1

vendors.

IT PMO Operations Lead Accenture

5/2006 - 8/2010

Siebel Application Outsourcing Account with Procter & Gamble

Responsible for the accuracy and timeliness of all financial data.

Budgeted and forecasted fixed and variable revenue, resource loaded

costs, expenses, and profit margin, teaming with finance lead, program

executives, functional managers, and offshore general manager to ensure

project budgets are properly estimated and controlled; developed controls

and audited monthly WBS summaries to verify resource utilization,

following-up on questionable hours and expenses; prepared special

financial analysis of projects down to the change order level, for

executive review and corporate financial reporting.

Managed client relationships to facilitate the change order, resource

demand (onshore and offshore), budgeting, forecasting, and invoicing

processes, as well as general PMO administration, meeting weekly with

client managers to address the client's questions and concerns; received

complimentary letters from 3 client Program Managers.

Calculated SLAs for Schedule and Cost Performance Indices for monthly

actual vs. budget resource hours and costs, to satisfy QA and SOW

requirements, using Excel Pivot tables for comparing variance results

within projects and for displaying results among competing projects;

performed data / trending analysis on resource costs at 5 worldwide

locations, identifying changes to specific drivers (skill level,

experience, location).

Processed change orders, having designed an MS Excel based change order

tracking system for consistent listing and pricing of new change order

work, utilizing Lookup tables, Pivot tables, and SUMIF functions for

calculating resource count by location, skill level, and by fixed or

variable fee classification; reviewed all change order documents with

internal PMs and Contracts Manager before submittal to the client, and

then with the client Program Manager to facilitate client cost-of-service

forecasting.

. Produced weekly program status report (editing individual project

reports).

Designed SharePoint web parts and pages for project documentation and

logging / tracking of change orders, issues, and risks; guided PMs to

update status as progress occurred; escalated as necessary to avoid cost

/ schedule impacts; administered the website for 200 users.

. Developed process documents for Quality and Process Improvement (QPI),

Performance Management Reporting, Business Performance Scorecard,

Stoplight, and Business Continuity, to fulfill internal QA requirements.

Liaised with the contract management team for SOW and change order

management.

IT PMO Contractor

8/2004- 4/2006

Kaiser Permanente - Created and managed over 200 Remedy change records

for 32 win-tel server rebuild and power-down projects working with 40

task owners, tracking progress, escalating work-flow problems, managing

non-responsive resources, to ensure change records were completed as

scheduled.

. IBM - Managed 18 sub-contractors on NYC schools cabling / wireless

project, working with 13 PMs on several hundred punchlists to facilitate

completion of punchlists. Doubled turnaround on QA audits of 18 sub-

contractors' deliverables, developing improved PMO process. Communicated

upcoming milestones, deliverables, issues, action items, and resource

schedules daily with project teams and senior management for project

execution.

Contractor Construction Services Self-employed

7/2002 -

8/2004

IT PMO Business Analyst IBM

11/1999 - 6/2002

Infrastructure Managed Services Outsourcing Account with the Square D

Company

. Achieved QA rating of 'A' for executing Program Management processes,

executing SOW, Procurement, Pricing, and Deliverables Tracking &

Reporting processes, organizing weekly PMO meetings by tracking members'

action items, taking meeting notes, and publishing results in PMO

database, to fulfill account delivery.

. Attained QA rating of 'A' for Deliverables process management, advising

Project Executive PMS of status and potential late-delivery problems on

31 IBM and 29 Customer deliverables, for project execution.

. Realized 30% improvement in completion time for Statement of Work

process, condensing SOW development from 10 to 7 days, writing 27 SOWs

for infrastructure and database services - valued between $500 and

$10,000 per month - covering project scope, requirements, customer / IBM

responsibilities, deliverables, and pricing, resulting in standardized

SOW Development process.

. Owned and supervised the Program Tracking & Financial Reporting process,

producing customer-briefing presentations on status of new SOWs,

mainframe / midrange / database services, delivery issues, and problem /

change summary, as required by internal policies and to fulfill customer

expectations.

. Audited monthly financial / business statements for accuracy.

IT Internal Accounts Staff

. Recovered $800,000 on 6 internal IT projects, auditing 85 accounts

weekly, improving Chargeback-Auditing process.

. Developed Account Expense Tracking Report, performing SQL queries on DB2

databases and loading results for analysis into MS EXCEL to simplify

analysis.

Accounting Contractor

1992-1999

. Accountemps - Developed a 28 page Cost Allocation Management Report for

measuring operating expenses and cost of sales, and their impact on gross

profit, profit center income, and balance sheet, for review by

management.

. Flegal Insurance - Implemented a data-transfer process from an AS400-

based accounting system into a detailed 91 page spreadsheet for reporting

and analysis of business statements.

Venture Management Analyst Mission Energy Co.

1989-1992

. Designed and developed the Venture Management Report for coverage and

analysis of performance volumetrics, income statements, and cash flows

from 20 projects (and cumulative), with an Executive Summary of the most

influential performance, revenue, and expense drivers.

. Evaluated financials for new business opportunities, comparing competing

capital vs. operating costs scenarios for potential new electric

generation production facilities to ensure proper investments are made.

Software Expertise

MS EXCEL MS SHAREPOINT MS WORD

MS PROJECT MS POWERPOINT MS OUTLOOK

Education

MBA - The University of Tennessee, BA Mathematics - The University of

Chattanooga Tennessee, Knoxville

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