Project Management Manager

Dorian Albritton, PMP

Location – Charlotte, NC

BofA Reference - Albert Miller/ Timothy Henson

Summary

Project Management Professional passionate about resolving complex problems or business challenges through innovation.

Proficient at achieving bottom-line results while formulating and implementing project management methodologies and business solutions to meet diverse needs.

Highly effective interpersonal and communication style developed in 17+ years of financial retirement experience.

A confident change agent who works closely with key stakeholders to understand new processes and systems, establish continuity, and implement predictability across and between functions, departments, employee activities, and users.

Experienced in managing and leading strategic teams implementing effective organizational improvement processes by leveraging technology.

History of communication and interactions with executive (C – LEVEL) partners.

Directed the work plan schedule based on the availability of IT resources and business teams as needed. Implemented process tracking through weekly meetings and status with 4 blockers.

Expertise

Siebel

OMNI

Power Image

Clarity Systems

Lean Methodologies

PROSCI ADKAR Change management.

SharePoint

SDLC

RTC Certified/JIRA

Business/Process Modeling

Agile Project Management (SAFe)

Open Workbench

MS Office Suite

OCR AI

ITIL

JIRA

DAMIAC

Six Sigma

LAN/WAN Networking

MS Project web, Standard PPTX used on all projects.

ALM – Defect resolution

PeopleSoft Knowledge

Education & Certification

Keller Graduate School of Management Charlotte, NC - MBA Concentration Project Management

DeVry University - Bachelor of Science in Business Administration Major: Operational Management

Borough of Manhattan Community College AAS Accounting A.A. 1994

PMI ID #965871

Credential #1347028

Certification Earned: 24 July 2010

Professional Experience

BMO Harris Bank US P&BB PMO, Remote Apr 2022 – Oct 2023

Sr. IT Project Manager

Managed projects that supported The BMO Harris BAU (“Business as Usual”) projects within U.S Personal and Business Banking work and business by acquisition of the Bank of The West (BOTW) using Microsoft project web application. These projects included Regulatory & Compliance projects, Lending and BMO products and services, Credit Cards and other open-end Credit products, Loans (mortgage, auto, indirect lending, and similar closed-end products), and Deposits (electronic fund transfers, payment processing, and other retail banking services). Employed change management models to ensure all business partners can fully ingest the applications and data provided on the conversion date. Partnered with business stakeholders risk control assessments of data standards, metadata, and data mapping on ongoing measurement of the KPIs Per PMO, the governess defined project metrics and assurance of the Project Management Control Process via weekly BI query reports fed by MS PWA and worked with testing teams to administer all testing UAT test scripts in ALM and ensure that scripts were traced back to business requirements. Directed Capacity & Resiliency activities for applications that that would be impacted by the acquisition of The Bank of the West. Managed system hardening tasks for the aforementioned impacted applications and the associated servers.

We partnered with FIS to convert over 29,000 accounts from the Bank of the West to BMO. This partnership included 2 projects to clean, map, and source data files (accounts) for BMO.

Managed implementation of OCR Document capture program from 3rd party vendor into BMO AWS ecosystem. Tracked the system learning for documents to be added to the BMO cloud environment as part of a recent acquisition. Work with business stakeholders to gather and test incoming W2s, 1099s paystubs, and documents related to loan processing. Directed implementation of Multi-Factor Authentication MFA for employees' log-in and user access /entitlements and developed an incident response plan.

Acts as a trusted advisor to assigned business/group within U.S P&BB BAU Project Delivery workstreams.

Delivered OCR solutions for BMO loans, credit cards, and delinquent accounts for document recognition In the AWS ecosystem.

Develop a strategic project plan and road map.

Determine business priorities and best sequence for execution of business/group strategy.

Manages/validates financial forecasts and conducts ongoing reconciliation.

Break down strategic problems and analyze data analysis to provide insights and recommendations.

Assisted in establishing MDM baseline standards for incoming data from the Bank of the West into BMO on Prem resources. Establishing a single view of the data and how it should be displayed at BMO. The Team worked to ensure that the data was cleaned before conversion to align with personalization and compliance, as this data was attached to loan applications and loan payments where there was a risk that the individuals could need clarification. Standards were created before business data mapping to assist in data planning, controlling, and delivery.

Exercise direct accountability for projects with up to 25+ team members.

Negotiate contracts with external vendors (in consultation with Strategic Sourcing) to ensure the receipt of specific resources and materials.

Manages all aspects of the project lifecycle, including business, operational, technology, and deliverables.

Ensured agile requirements (user stories) were consistently added to JIRA and traced back to agreed-upon acceptance criteria.

Deliver the expected project benefits and adoption. Working with business end users within the change management process to ensure that BMO had 100% user adoption.

Provides project sponsor with advice on the viability of the business case (costs, benefits, KPIs)

Leads and/or represents the initiative in project team meetings, governance forums, and inter-department forums.

Charlotte Metro Police Department, Charlotte, NC Mar 2021 – Mar 2022

Sr. IT Project Manager

Execute and deliver software development projects in an agile environment. Including collaborating with business analysts, product, and other stakeholders on agile ceremonies

Understand the overall scope of the project or feature and the various technical requirements required for implementation.

Technical leadership and mentoring. We are working closely with the developers to provide direction on design and approach to solutions.

Ensure that team members are following code quality standards and best practices.

Perform design reviews, ensuring adherence to standards within all solutions.

Provide project estimation and planning, including being responsible for scheduling, resourcing requirements, project forecasting, and a budget of 750,000.00.

Conduct code reviews, ensuring adherence to standards.

Issue accurate estimates on features, stories, and tasks.

Guide career growth mentoring and help establish OKR definition for team members.

Coach team members on estimation activities and best practices.

Respond to production-related inquiries or issues.

Assisted in the development of their new Microsoft project web application site. Granted entitlement rules, added fields f, and program management reporting KPIs management reporting KPI’s.

Bank of America, Charlotte, NC Sep 2020 – Mar 2021

Project Manager

Assisted the PMO team in moving project information from the Microsoft project web application project site to another project management repository.

Ensured that the team accurately moved the project information to the new repository based on the requirements of the new artifact repository.

Work with the PMO Team to develop QA best practices based on the Material and Non-material playbook to guide the project manager's project evidence and project artifact reviews.

Partnered with Change management teams in townhall type meetings with project managers to help describe the system change.

Explaining the reason for the change (Ext Audit) and the benefit of the change

Postpartum Audits of data and project processes.

One America, Indianapolis, Indiana Aug 2019 - Jul 2020

Business Consultant, Enterprise Iron

Act as Subject Matter Expert conducting Project health checks—partner with IT and Business management teams to review the status of over 25 projects.

Ensure that the organization adopted a process to transform waterfall projects into agile projects, using SAFe to establish ceremonies to convert business requirements to Users stories while standing up agile development teams.

Socialize regular reports to the Executive Management team regarding Project health and present a PMO roadmap with clear steps to a way forward. (Processes and Procedures) I worked to create a risk cadence and processes for all projects that would roll up to a central risk oversight structure.

Partner with the executive management team to assess and improve current processes by presenting various Agile methodologies and illustrating the benefits of Scrum and SAFe vs the projects currently in their pipeline as part of the overall change management process. The team created a sense of urgency as this was part of an acquisition of another entity.

Define the vision of the change and create short-term goals that would be more achievable for the business units.

Establish methods for UAT testing business applications and templates for reports used to monitor application effectiveness.

Monitor the communication between various departments to ensure the customer service team gets the information it needs to improve customer satisfaction.

Bank of America, Charlotte, NC Dec 2018 – Aug 2019

Sr. Project / Delivery Manager

Managed the cross-functional project with over 50 team members regarding developing and testing work items functionally aligned with the Collections and Recovery yearly portfolio.

Accurately maintain project financials from forecast to actuals, identifying discrepancies and introducing mitigation strategies.

Identifying and analyzing various risks (e.g., business, financial); developing risk management controls and contingency plans; and communicating recommendations to management.

Postpartum Audits of data and project processes.

Provide project estimation and planning, including being responsible for scheduling using MS PWA, resourcing requirements, project forecasting, and a budget of 1.7 million dollars.

Integrate over 40 applications into a comprehensive project schedule, capturing mitigating risks, issues, impacts, interactions, and dependencies.

Worked to deliver applications that would accommodate delinquent payments made to new accounts. The application would not only take in delinquent and charged-off payments but also trigger a secured credit to assist in rebuilding the customer’s credit profile.

Led migration of features and stories for requirements vs. traditional BRDs. Ensured agile requirements (user stories) were consistently added to JIRA and traced back to agreed-upon acceptance criteria.

Acted as RTE in SAFe PI ceremonies and worked with STES and Executive stakeholders to monitor development (via KPIs – Burn downs per sprints, weekly status reports)

Consult with key business and technology teammates to ensure key blocking execution issues are resolved and change management practices are followed.

Ensure the project operating model is updated to fit an Agile effort (heavily based on Waterfall in its current state); execute changes to project documentation and processes as needed via Atlassian JIRA and confluence.

Worked with testing teams to administer all testing UAT test scripts in ALM and ensure that scripts were traced back to business requirements.

TIAA, Charlotte, NC Dec 2017 – Dec 2018

Sr. Project Manager

As part of TIAA's Direct-to-Customer Retail business project to build infrastructure and capabilities to enhance retail. Responsible for defining, developing, and managing overall project plans to ensure that the business and IT teams worked together to improve the throughput for new Leads to acquire additional customers and expand TIAA's relationship with existing customers. Specifically, there is an option within the newly Established TIAA bank (Now owned by EverBank) for TIAA Credit card offerings. The project was developed but has yet to be implemented into a live environment.

Effectively guide teams through project structuring, problem definition, issue identification, and resolution development using problem-solving principles and experience.

Work daily with IT partners in sprint planning, story development risk assessment, and mitigation. Delivered milestone presentations and status and budgeting.

Provide project estimation and planning, including being responsible for scheduling, resourcing requirements, project forecasting, and budgeting.

Work to strategically guide projects within the constraints of the more extensive program while implementing a strategy to deliver code based on business needs.

Socialize weekly and monthly reports to Executive Stakeholders (Milestones, planned v Actuals, Issues, Risk, Resolutions, Schedule items, and forecast/cost).

IT Project Manager Lead

Accountable to senior leadership for project schedule, budget, analysis, and quality.

Acts as a point of contact for project communications to executive sponsors and the program steering committee, including escalation using previous client project management experiences.

Assist in developing, documenting, socializing, and enacting process improvement for the yearly File Flip process. (The annual exercise of calculating the Recurring Required Minimum Distribution RRMD and minimum Distribution Option MDO to over 10,000 participants via the SunGard OMNI systems )

Provide project estimation and planning, including being responsible for scheduling, resourcing requirements, project forecasting, and budgeting of 4 million dollars with a 365,000.00 giveback.

Worked with testing teams to administer all testing UAT test scripts in ALM and ensure that scripts were traced back to business requirements.

Wells Fargo, Charlotte, NC Aug 2016 – Dec 2017

Project Manager

Led a large project team implementing the Windows 10 operating system to over 40,000 Wealth Management associates using an end-of-lifecycle rollout methodology by 2020.

Responsible for managing the testing and remediation of applications (IT and business LOBs) impacted by the WINDOWS 10 operating system.

Partner with a large business contingent to schedule releases on applications that have been certified Windows 10 compliant while providing alternatives for applications that may not be Windows 10 compatible.

The team tracked a budget of nearly 7 million dollars to ensure that the project was managed within financial constraints while ensuring that a sizeable, collocated team with both onshore and offshore testing and development resources worked to facilitate Windows 10 readiness.

Below are a few of the project's accomplishments and highlights:

Managed testing for over 200 IT-managed applications

81 non-business-facing applications.

500 Business Tertiary applications

A financial giveback of 2.5 million dollars

Responsible for overseeing line of business application testing of tertiary applications. Worked with testing teams to administer all UAT test scripts in ALM and ensure that scripts were traced back to business requirements through business project managers, analysts, and application owners.

Deployments of the products will be spread over the next three years, phasing in enterprise desktop lifecycle management (LCM) and replacing PCs through an end-of-current PC life (EOL) process—Postpartum Audits of data and project processes.

Bank of America, Charlotte, NC Dec 2015 – Jun 2016

Lead Application Developer / Agile Coach

Responsible for directing the development team in the design, development, coding, testing, and debugging of databases in support of regulatory testing.

Coordinate the development staff's schedule and ensure effective communication between team members and other functional areas.

Provided feedback and suggestions for process and product improvement and acted as a technical mentor and adviser to the development team.

Work with IT development teams to establish Agile PM cadences and methodologies in the development project deliverables.

As an Agile coach, I worked with the business and IT teams to establish the Epic and User story-writing process. (As_ A_ I’d Like a _that_) acceptance criteria and establishing the cadence for Sprint planning, Sprint review,

Sprint retrospective and Backlog management and refinement.

Establish Acceptance criteria for business and sprint schedules for development teams.

TIAA-CREF, Charlotte, NC May 2006 - Dec 2015

Senior Project Manager

Responsible for managing end-to-end solutions for TIAA-CREF's largest and most troubled institutional accounts and projects associated with these accounts.

Drove an institutional client with a total of 392 million dollars of assets on deposit with TIAA-CREF in a strategic effort to keep these accounts on deposit by increasing client sentiment, delivering IT solutions that enhance the customer experience, and monitoring the daily delegation of the task to complete all institutional requests that require IT and business resources.

Migration of GL Items into the SunGard OMNI GL Accounts-pay out, investment funds 401A, 457f, out, investment funds 401A 457f, and 403b with vintages and all PII attached.

Responsible for the forecasting and budgeting of all projects within my care.

Worked with testing teams to administer all testing UAT test scripts in ALM and ensure that scripts were traced back to business requirements.

I was the business project manager for pay-in projects, including cash deposits to 401a and 403b accounts. Some of these initiatives included new credit card payments for retirement instruments.

Coordinated various web applications supporting a "Unified Desktop Application" that presented a single view of participant information where internal associates' screens mirrored the participants’ view of the screens.

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