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Project Manager Management

Castro Valley, California, 94552, United States
April 18, 2012
Contact Info:


Dedicated, result oriented, multitasking Project Manager, Business Systems Consultant, and Software Engineer with many years of experience managing multiple projects and tasks including software implementations to improve business processes and initiatives. Experienced in maintaining project schedules, tracking deliverables from multiple resources, monitoring budgets, working with senior managers, executives, and vendors, writing business requirements and functional system design documents, developing and supporting application software, coordinating user acceptance testing, and training, including troubleshooting skills with the ability to thrive in large, complex environments.


Extensive knowledge of IT processes for software and application development in multiple industries.

Experienced with MS Project Server for creation and maintenance of project plans and task assignment.

Experienced with Payment Systems and Automated Clearing House processing within the Banking industry, and IBM software applications for processing of electronic financial transactions.

Strong communication skills, both written and verbal, with experience interacting across all levels within an organization including business and development groups.

Experienced translating client needs to project teams, with the ability to manage and exceed expectations from business partners, and clients.

Ability to multitask in a fast-paced environment, and adapt to current procedures and processes accordingly.

Ability to work closely and collaborate with business leadership to ensure a robust and accurate correlation between business and technical objectives.

Ability to define project scope and business requirements; develop project plans, direct activities including meetings, change control processes, risk assessments, definitions, issue tracking, project status, and communication with stakeholders.

Strong analytical and problem-solving skills.

Effective and timely use of project methodology tools while maintaining a quality customer service relationship.

Effective team member, managing multiple simultaneous projects, and tasks with timely turn-around and aggressive deadlines.

Ability to pay attention to details with proficiency to follow up and follow through.

Proficient in Microsoft Project, Excel, PowerPoint, Excel charts, Word, Visio, iGrafx FlowCharter, Snagit, and SharePoint.

Knowledge of Healthcare application software, with advanced expertise in MUMPS programming and IDX application software using Open/VMS, CACHE and Microsoft Windows XP operating systems.

Recipient of merit award for excellence in performance, and dedication.


University of California – Office of the President - Oakland, CA

IT Project Office Project Manager / Business Analyst – June 2011 – October 2011 – Contract

As a member of the IT Project Office at UCOP responsibilities included Project Management of projects shared between the IT project office and other departments based on methodologies from both departments, and moving project requests through IT project intake process.

Project Management responsibilities included facilitating and conducting status meetings with business partners, creation of roles and responsibility matrix, project plans using Project Server , issues and risks, action items, meeting minutes, and status reports on a weekly basis.

Business Analysis role included requirement gathering, creation of process flows, future state use cases, Business Requirement documents, and PowerPoint documents.

Responsible for assisting stakeholders to evaluate and make a selection from proposed and alternate solutions, and confirming that the requirements and objectives of the project were met as expected.

Participated in developing the roadmap for IT to partner with multiple business units regarding departmental IT portfolios, the effort to consolidate IT functions, and best practices to support department-specific applications.

As a BA created a Project Server User Guide specific to UCOP resources, outlining definitions, functions, and instructions pertaining to maintenance of projects, tasks, issues, and risks through Project Server, including process flow diagrams, and screenshots using Snagit.

Created extensive questionnaires to elicit and define requirements within the scope of the project or initiative.

Created issues and risks documents, and Visio diagrams of the as-is process for multiple high-profile UCOP initiatives such as Patent Acknowledgement, and Procurement Services projects.

Pariter Solutions / Wells Fargo – San Francisco, CA – Business Systems Consultant VI – Systems Development – August 2010 – April 2011 – Contract

Developed extensive Functional System Designs pertaining to Automated Clearing House (ACH) transactions within financial and banking applications, outlining system functionality based on business requirements from financial institutions. For example, multiple Web based applications, including real time messaging between Pariter and client’s applications, as well as applications for maintaining historical data, filtering transactions, and testing financial data file processing prior to moving into Production.

Acted as a liaison between system’s development, Quality Assurance and banking business partners to outline issues and solutions, and providing guidance and consultation to SIT and UAT testers on defect resolutions to meet business requirements, and maintain system integrity.

Provided extensive analysis of functional problems, and related resolutions to solve defects and critical issues.

Acted as the internal consultant within technology and business groups through extensive research and analysis of technical processes and business functionalities.

Participated in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements.

Produced extensive deliverables to clarify and highlight software requirements, and enhancements for developers and team members.

PG&E – San Francisco, CA – Sr. Business Analyst – Information Technology – Business Delivery Group – May 2010 – July 2010- Contract

Participated in the project regarding re-architecture of the company website.

Analyzed, validated, and maintained functional design documents.

Analyzed User Interfaces, and validated current iterations against functional design documents.

Provided gap analysis regarding current developments and functional requirements.

Analyzed global rules, and produced Visio diagrams of the process flow.

Analyzed and evaluated data gathered from multiple sources, reconciled conflicts and distinguished solutions from requirements.

Participated in group review sessions pertaining to project work plans, and project document maintenance.

Washington Mutual Bank, Pleasanton, CA - Technical Project Manager – Information Technology – Card Services - August 2008 to November 2008 - Contract

Managed ten simultaneous medium to high priority projects within Card Services Technology department

Managed business requests, project schedules, cost control, resource allocation, sizing estimates, and approval processes.

Participated in negotiations and assessment of system changes, and deliverables with business owners.

Facilitated efforts in the development of business plans, and strategies.

Managed time tracking approvals for multiple assigned resources using Lawson application tool system.

Managed multiple vendor relationships, and maintained communication between delivery management, and stakeholders.

Maintained internal websites with project documentation and critical information for multiple projects.

Documented and provided project plans, status reports, cost control, meeting minutes and agendas to business partners, and executive level managers.

Fireside Bank, Pleasanton, CA - Project Manager/ Sr. Business Analyst - Information Technology Department - February 2007 to June 2008

Managed projects regarding migration of in-house products to multiple Western Union Speedpay Web platforms for money movement pertaining to ACH, IVR, and ATM transactions for a direct withdrawal from customer’s checking account.

Lead implementation projects from initiation through completion to provide customer’s with the means to make direct payments in time for month end processing, including Western Union web services and Kiosk installations at 7-11 stores.

Responsible for identifying business requirements, defining, managing projects, and providing analytical mentoring.

Conducted interviews for requirement gathering, and worked with executive level managers, vice presidents, team leaders, and end-users across the company during the course of projects.

Maintained involvement and consultation with the internal legal department, to review legal requirements, and compliance issues in accordance to the Fair Debt Collection Practices Act in California.

Worked on multiple projects simultaneously, and developed related documentation such as business requirement documents, project plans, issues log, assumptions, definitions, cost benefit analysis, status reports, meeting agendas and minutes, incident tracking forms, sign-offs and approvals, change control specifications, charts and diagrams.

Planned, and scheduled all tasks during the project life cycle.

Interacted with third party vendors as the main point of contact to implement new and enhanced IT solutions, and to ensure adherence to timely resolutions.

Conducted, documented, and submitted Request for Proposals to multiple third party vendors to select a vendor of choice for specific requirements, providing analytical, and detailed information that were critical to the stakeholders, and the Executive Committee for making a selection.

Negotiated with department managers to assign qualified resources to participate in project tasks.

Organized, and managed User Acceptance Testing efforts, providing documented instructions, training, and mentoring to the participants.

Planned and conducted regular meetings with the project team, and stakeholders during the course of the projects to assign tasks, discuss open issues, and provide project statuses.

Set expectations, and requirements regarding task assignment during each phase of the project, and assigned tasks to the project team members.

Led cross-functional teams during project implementation.

Established and maintained open communication between user community and IT.

Determined and documented business requirements and process diagrams using iGrafx process analysis, and modeling tool.

Contributed multiple templates related to the project life cycle.

Wells Fargo Bank, San Francisco, CA - Technical Project Manager - Health Benefit Systems Department - October 2006 to December 2006 – Contract

Responsible for leading project teams and managing activities associated with projects pertaining to Billing, Year end for Flexible Savings Account Claims, and Standard Reports.

Developed and revised project plans, issues lists, status reports, meeting agendas, and minutes.

Worked with users to understand problems with focus on bringing issues to resolution, and escalating as necessary to meet timelines and resource requirements.

Participated in business and technical analysis as related to the scope of the project.

Interacted and negotiated with project managers from the business team.

Researched and coordinated training sessions as related to project goals and plans.

Kaiser Permanente- January 2006 to October 2006 - Contract

1. Oakland, CA - Project Manager - Benefit Systems Management Department

Provide Project Management representing BSM Benefits business on investment project engagements, including KP’s Comprehensive Delivery Process SDLC phases from concept and definition through realization, including requirements, definition, system design, and development.

Provide analytic support with testing and implementation of BSM tools.

Provide Project Management associated with BSM Internal Infrastructure projects, including redevelopment of BSM Took Kit and Data Bases with SQL Server.

Project management pertaining to migration and upgrade of the Movaris Workflow Software from a mainframe configuration to a server environment.

Interface with several KP departments as a BSM representative.

Responsible for development of Project Plan, Requirements Documents, and Functional Specifications for internal BSM projects.

Responsible for tracking the success of projects assigned with a project plan and advised management of all issues requiring resolutions relative to the successful completion of the projects.

2. Walnut Creek, CA - Senior Business Analyst - IT Compliance Department

Responsible for performing a detailed analysis of Business Operations that carry and store Electronic Protected Health Information including Social Security Numbers, performing surveys, gathering, analyzing with recommendations, summarizing results and presenting to management committees for quality and process re-engineering decisions.

Evaluate solution alternatives for possible remediation with process re-engineering. Work with business partners to ensure and document agreement for the technical solution of the re-engineering decisions.

Participate and contribute in the development of operational process changes and ensure that adequate training and updated documentation is available as a result of the application changes during deployment of the solution.

Daily use of Adobe Acrobat, Microsoft Access database, Excel, Word, Lotus Notes, Remedy, and NIKU system.

Perot Systems - Stanford University Medical Center - Palo Alto, CA - Project Coordinator/Application Specialist – Information Technology Department - October 2004 to January 2006

Project management tasks for a high priority project involving upgrade of LastWord to Carecast with focus on coordination of effort between different departments involved in the project.

Participated in multiple rounds of integration testing as the main point of contact between various departments.

Participated in training efforts, by creating test data, and various materials for end-user training sessions.

Participated in the successful implementation of an internal Web Portal by creating, and analyzing functionality, integrated data, and ensuring data integrity in each system. Maintained daily communication and status reports with consultants, and project managers regarding portal activity.

Actively participated in development, and documentation of project plans, risks, assumptions, issues, definitions, test plans, and meeting agendas.

Participated in development and documentation of guidelines for internal customer groups with content to support daily business processes.

Participated in the process analysis, and project planning meetings for integration of two external systems.

Worked closely with the Program Director to organize, and facilitate Executive, and Steering Committee meetings, using Outlook on a daily basis.

Responsible for follow-up with Project Managers regarding status of outstanding items in the issues log.

Analyzed requirements for building queries and reports using new tools and configurations.

Successful completion of Project Management training, including the basics of project management initiation and planning, which provided an introduction to project execution and shutdown.

Completed training in Successful Estimation and Planning including Microsoft Project.

Brown & Toland Medical Group, San Francisco, CA - Software Engineer/Business Analyst - Information Technology Department - June 2002 to October 2004

Developed complex customizations using MUMPS programming language within various application processes such as Claims, Referrals, Eligibility, Benefit Plans, McKesson Claimcheck interface, EDI 837 Claims, and Incoming Claims interface resulting in considerable savings in cost, and manual effort.

Acted as the technical team lead for re-implementation of McKesson Claimcheck interface, by outlining the process flow, resolving technical issues, assigning tasks, directing team members, conducting weekly meetings, providing status reports, and developing technical documentation based on SDLC.

Developed custom code for processing EDI 837 claims.

Completed IDX Healthcare objects assignments, involving JavaScript, VBScript, HTML, XML, and Active Server Pages.

Technical resource and Trading Partner liaison for implementation of EDI 270/271, including interface setup in IDX applications and creating HIPAA compliant technical specifications and test data files for Trading Partners.

Developed project plans, scope documents, status reports, as well as specification, and technical documentation regarding application customizations using SDLC.

Monitored components of system related projects through post-implementation including CACHE migration, and Flowcast 3.0 upgrade.

Acted as a mentor and provided consultation to Information Technology resources.

Acted as the Brown and Toland liaison, and main contact with IDX, regarding application, end-user and critical issues.

Experienced with Microsoft ACCESS, EXCEL, POWER POINT, PROJECT, VISIO, as well as WRQ Reflection features for OpenVMS host application.

IDX Systems Corporation, Alameda, CA - Senior Software Engineer – Information Technology Implementations Department - January 1996 to October 2001

Provided software development solutions and maintenance of IDX Managed Care application using MUMPS within CACHE and AES based systems, including interface processes, routines, screens, reports, and various Data Base Management objects, such as dictionaries and table/columns.

Mentored team members and clients regarding technical, analytical issues, and process guidelines using project methodology tools, and SDLC.

Conducted specification meetings for conversion and interface projects, which were implemented ahead of schedule and within budget.

Provided remote, and on-site consultation, and daily support for installation clients with hundreds of users, such as Peacehealth Medical Center in Oregon, and Comprehensive Medical Imaging Inc. in Los Angeles, maintaining 150,000 exams.

Designed, and implemented customizations in multiple applications, interfaces, and conversions, using MUMPS programming language for multi-million dollar clients, such as Unimed Management Company with a contract well over 4.5 million dollars and 1500 users.

Successfully, implemented, customized, and supported ambulatory applications such as Managed Care, Scheduling, Chart Tracking, and WEB applications for large clinics and hospitals such as

STRAUB Clinic and Hospital in Hawaii, consisting of a network of 200 physicians and specialists.

Provided development teams with technical solutions and documentation for application design problems, as well as interface and conversion specifications.

Analyzed and resolved complex software issues independently, or with minimum assistance.

Participated in interviewing and recruiting efforts at job fairs, as well as within IDX offices.

Daily use of Lotus Notes, Vantive, Word, Excel, PowerPoint within Microsoft 2000 environment.

Built servers for Web access, by installing Microsoft Windows NT, Internet Explorer, SQL 7.0, IDX Web Framework, IDXtend for the Web, Client Server, and CONTROLIT.

Shared Medical Systems, Oakland, CA - Programmer Analyst – Software Support and Implementation Department - October 1990 to December 1995

Support of ALLEGRA Patient Data Systems, using VAX/BASIC, and DCL in a VMS 5.5 environment.

Successfully installed current software upgrades and Federal Regulatory changes for large hospitals such as Community Hospital of the Monterey Peninsula effecting over 200 physicians, and more than 1000 users.

Received a special award for meeting client's immediate needs within an exceptionally aggressive timeframe.

Developed, and installed client specific customizations ranging from $10,000 for hospitals such as St. Joseph's Hospital in Stockton.

Installed current versions of tools and utilities at client sites, which included Screen Processing System, Decision Tabling, Claimmaker, Report and Document System, Datatrieve, and Executive Control Systems.

Developed and documented procedures for major recoveries, and reported and documented software bugs, and design problems for future upgrades.

Educated clients and new employees on standard and custom functionality.

Conducted planning sessions to establish objectives, problems and strategies relative to client needs.


Bachelor of Science in Computer Science, Arkansas State University, Jonesboro, AR. 1986

Scrum Master Certification Training – Completed July 2010

Project Management and PMP Certification Training

Querying Microsoft SQL Server 2000 with Transact-SQL

Microsoft SQL Server 7.0 overview

Creating/Managing a Web Server Using Microsoft IIS 4.0

JavaScript, JAVA, XML IE5, Visual Basic, C, and UNIX.

Website Technology/HTML

IDX Health Care Objects

CareCast 5.1.8


Event Coordinator and Operations Manager of a non-profit organization for a gala at Ritz Carlton Hotel in San Francisco on March 2002.

Involved with exhibits at an Art Gallery in San Francisco.

Italian language, travel, film, art, music, dance, culinary art.

Jewelry and interior design.