Tamara Kalesnik
*********@*****.***
201-***-****(cell)
201-***-**** (home)
Global
PMO Director Summary:
An experienced and proven leader with over fifteen years of
Strategy and Planning, Program Management Office, Business
Process, Outsourcing, Procurement and IT experience at leading
Financial Services firms. Has a strong reputation for delivering
key enterprise- wide business program implementations,
transformation projects and IT initiatives. Background includes
extensive Portfolio and Program Management, strategic planning,
business Integration, enterprise change management programs,
building outsourcing programs in India and Latin America, vendor
management, and running global operations in positions as Strategy
Director, Global PMO Director and Global Program Manager.
PMO Management Skills Summary:
Portfolio Management (Portfolios ranging 75-200 Million dollars
per business unit)
PMO methodologies and Project Management (Agile, RUP, SDLC, Lean
Six Sigma)
Manager of PMOs, Program Manager, Project Managers, Business
Analyst, QA Teams (up to 30 people)
Global Project coordination (Multi-site, Multi team)
Managing multi-site global projects (Europe, India, and Asia)
Mentoring, Coaching and Development of PM, BA and QA teams in
leadership capacity
Experience in working in a matrix - driven organization
Implementing process/change enterprise wide
Skilled in creative problem solving
IT Governance -Investment Boards
Chair Steering Committee /Senior Level Meetings
Executive Presentation and Status Reporting (including Metrics)
Strategy Definition and Business Case Definition
Project Plan, Milestone Management
Budget and Resource Management (Financial)
Risk, and Issue Management/Mitigation
Compliance Program (AML, KYC, Tax, Dodd Frank, Bank Stress
testing, Cost Basis)
Project Scope management, Change Control Process and Management
Contract Negotiations
Vendor management (on and offsite)
Education: University of Pittsburgh - B.A English 1997
Leadership/Personality Skills:
Strong Out-of Box Thinking and creative problem solving, focused on
Building Partnerships with Stakeholders through influencing and consensus
building, Delivery focused through Customer Service/Service Partner
Orientation, Mentoring of staff, Strong Listening and Communication skills,
Organizational Awareness
Work Experience
Director Barclays Capital
1/2011- Present
. Currently awaiting funding for confidential change the bank
initiatives
PMO Portfolio and Program Management
Citigroup 2009- 2011
. Global PMO Manager charged to partner with Executives,
Project Delivery Managers and Leadership oversight to ensure
successful planning, governance, and comprehensive PMO
Program support of Regulatory, Global Finance, Trading
project portfolios
. Task to manage effective enterprise and portfolio
governance, stakeholders, engagement, partnership
management, strategic planning, multi-year roadmaps,
portfolio reporting, financial reporting, process and
overall delivery of initiatives on behalf of Executive
Sponsors.
. Championed Progress, Knowledge, Communication, Resource,
Risk and Issue, Financial and Vendor management across
multiple portfolio of projects totaling 25-100 million
dollars (each portfolio)
. Ensure portfolios are managed to best in classes
expectations to maximize resource allocation, project
pipelines, and ROI for true benefit realization
. Partnered with other Global Technology, Risk, Finance,
Compliance and business unit PMO Managers to ensure
portfolio of initiatives are assessed, prioritized, and
scheduled into the pipeline on daily basis
. Lead the identification and drive resolution of issues and
risk including those outside of portfolio
. Direct the communication of status, issues and risk
disposition to all stakeholders through project reviews,
steering committees, and weekly portfolio reviews
. Established and monitor dependencies across portfolio as
well as globally to assess impact to projects in direct and
indirect manner
. Develop Monthly and Quarterly scorecards used to assess the
maturity over the overall PMO organization and IT portfolios
. Facilitate program/project reviews of critical/key
enterprise programs and projects
. Provide direction and oversight of project planning to
ensuring all projects have problem statements, charters,
roadmaps, goals, objectives and timelines with measurable
milestones
. Align the PMO to effectively achieve enterprise and
executive objectives
. Oversee key management communications such as project
steering committee presentations, town halls, enterprise
communications
. Work closely with Senior Management to present Town Halls,
Offsite Management Meetings, Client Road shows, and Tech
Fairs to ensure organizational communication is transparent
to Global partners within firm
. Continue to manage, train and motivate project managers to
create an effective and highly functioning team
. Oversee training, project management education and mentoring for staff
and management
. In partnership with senior management, ensure that the collective
portfolio activities support the goals of Executive Management and all
business targets (financial)
Director, Portfolio and Program Management S&P
1/2008-12/2008
. Portfolio includes redesign of company website, CRM
applications and sales and marketing related initiatives.
Portfolio managed totals 20 Million dollars of both
technology and infrastructure related initiatives
. Managed team of 10 Project Managers located in New York
. Built project management standards, methodology, reporting,
tools for the newly formed PMO group- reached level 2
maturity
. Charged with leading process and project teams across
functional centers to deliver process improvement results
from a business and technology approach- Agile approach was
implemented across the portfolio
. Advising, coaching and mentoring of PM and BA staff on
standards, methods, tools and applications
. Provide mentoring, training and direction for direct reports
and project teams
. Actively manage, train and motivate project managers to
create an effective and highly functioning team
. Overall PMO goals were to evaluate Business Value,
Functional performance of the technology organization, and
evaluate overall service delivery to the customers
Director, Program Management Office Franklin
Templeton
7/2006- 12/2007
. Leader of Global Program Management office supporting
business and technology Projects totaling approximately $145
million dollars.
. Manage staff of 15 PMO's located in US, Singapore and India-
total 30
. Manage QA Team (12 resources) located in India- focused on
Application Development, Testing and Production Support of
LOB applications
. Actively participate in the development of enterprise-wide
project management and tools training.
. Manage the complexity of leading process and project teams
across functional centers to deliver process improvement
results along with generating tangible metric to support
process ( Six Sigma)
. Advising, coaching and mentoring of PM and BA staff on
standards, methods, tools and applications
. Appointed PMOC Committee Member focused on developing core
curriculum for training of company Project Managers and
building Center of Excellence
. Responsible to the Executive Committee/senior management for
the monitoring, reporting, auditing and quality assurance of
portfolio of projects
. Initiated, structured, executed and reported on multiple IT
Project Portfolios
. Managed IT Portfolios to maximize resource allocation,
project pipelines, and ROI for true benefits realization
. Work with other PMO Managers and business units to ensure
portfolio of initiatives are assessed, prioritized, and
scheduled into the pipeline
. Worked with other PMO Managers to develop Monthly and
Quarterly scorecards used to assess the maturity over the
overall PMO organization and IT portfolios
. Provide overall quality assurance that PMO methodologies
were being followed and practices
. Worked closely with Senior Management, to ensure efficient
delivery of strategic projects through consistent
application of sound project management principles
. Serve as point person for Business Partners to provide
guidance, direction, and support to the business. Lead
efforts to address and resolve all business and technology
related issues.
. Chaired process improvement/Operational Center of Excellence
committee as mandated by Executive board directors. The
mandate was to foster and improve business processes for
customer service, productivity, process efficiencies and
other strategic initiatives
. Tasked to manage a cross-functional project team including
staff (and subject matter experts) from other departments
. Define and Support of enterprise IT Governance within
Technology Management
. Monitored performance of active projects including tracking
key program issues for timely resolution, risk management
and mitigation, milestone management, project plan
management, project budgets, scope creep and change, onshore
and offshore staffing, vendor management, contract/SOW
negotiations and overall program quality assurance and
project standards.
. Work with senior management to meet organizational
commitment goals, organizational improvement goals, and
budget/finance goals
. Lead planning and execution effort required for infrastructure related
projects ensuring that an open communication dialogues exists between
business units, applications teams and infrastructure and that the
projects' plans and the associated milestones are well understood and
communicated and are not in conflict with other activities.
. Manages the testing and certification effort required by the
application teams to certify infrastructure specific initiatives in
the environment. (SOX etc
. Facilitates focus group and feedback sessions with the business to
ensure that all issues are being addressed.
. Lead offsite for Succession Planning activities for Key
positions
. Lead and Oversee all related recruiting activities for
group. This includes working with vendors, interviewing,
offers both on and off shore
. Manage headcount and on-boarding process
. Work with HR to manage employee related performance issues
and various other HR related issues
. Manage and review monthly cost center budget reviews via
Peoplesoft and MSPS
. Role serves as catalyst for both cultural and project
related change in technology groups by setting direction and
roadmap of the team
. Complete year-end employee reviews
. Provide mentoring, training and direction for direct reports
and project teams
. Actively manage, train and motivate project managers to
create an effective and highly functioning team
. Manage year end budget process between technology teams and
business
. Manage and run Steering Committee Meetings, Global PMO
meetings with Senior Management
. All Ad-hoc requests by Senior Management
. Currently use ITG to deliver end-to-end Governance control
Building of PMO: Level 3 Maturity (with measurement)
. Collaborated with Senior Executives to determine type of
PMO model to adopt through current state as well as
cultural analysis
. Built PMO model to incorporate chose methodology
. Established Methodology, Processes, Templates, Status
Reporting, Governance Boards, training, and COE to
initiate the PMO practice
. PMO support was provided to assist Project managers to
deliver projects within scope, time and budget- this was
established through a project charter process
. PPM was implemented to assist in managing projects in a
portfolio manner aligned to each business unit
. PMO functioned in silos: Governance/ Process/
Methodology, Financial Management and Reporting, Off
shoring Support Model, QA and Vendor Management
. Overall PMO goals were to establish methodology and
practices, improve delivery, cut spending, evaluate
Business Value, Functional performance of the technology
organization, and evaluate overall service delivery to
the customers
Global Outsourcing as part of PMO role (Built outsourcing
model)
. Tasked with developing Globalization and Outsourcing opportunity
assessment for India and Poland.
. Worked with Executives to build Offshore strategy and Roadmap
including Business Case Development and Financial Impact assessment
. Worked with offshore vendors to assist in migration planning and
services migration
. Establishment and conduct of PMO function in India and Poland
. Developed internal Shared Services processes and practices as COE
. Development / conduct of an RFI / RFP process
. Project planning -actual utilization of offshore resources
. Country ranking and risk assessment (Infrastructure, Cost,
Volatility etc)
. Held due diligence trips to assess offshore service centers
. Site analysis, ranking and selection
. Worked with Human Resources for staff recruiting, training,
deployment, performance management, and retention
Procurement Oversight
. Assisted in the development of a "COE" for Global procurement/sourcing
strategies
. Partnered to build a Procurement governance model and framework to
establish processes, policies and procedures, risk practices, risk
assessments, contract assessment and remediation efforts, SLA
management, legal and regulatory guidelines, on and offboarding
practices, BCP, DR and board reporting and metrics tracking.
. Partnered to develop sourcing strategies for critical suppliers
located in BPO/ITO locations.
. Participated in country specific on-site visits in India, Poland,
Philippines and Latin America
. Establish and develop relationships with key stakeholders
. Worked with senior management to build a "preferred" vendor list by
category
. Participated as a stakeholder on monthly governance board meetings for
procurement and offshoring
Sr. PMO Manager/Consultant Morgan Stanley
1/2006-7/2006
. Mandated to provide Project Oversight, Process Management
and Risk Management for infrastructure related Programs
. Work closely with Senior Management to present Town Halls,
Offsite Management Meetings, Client Road shows, and Tech
Fairs,
. Served as Risk Program Manager to facilitate the management
of risks and mitigation strategies.
. Worked with Senior Management to define Governance Model for
infrastructure Programs
. Managed and defined Business Value Metrics Program for
testing organizations
. Managed all vendor relationship, Vendor contracts, Vendor
staffing as related to infrastructure
. Managed onshore and offshore global cross-functional project
teams in support of all strategic initiatives.
. Actively managed Project Risks, Issues and Change Management
methodologies.
Developed multiple PMO status reports/dashboards to provide
timely and objective metrics to Senior Management.
. Served, as Chairwoman of multiple Steering Committees
comprised of Executive Management, while providing Project
Updates, Strategic Planning and Financial Updates.
. Charged with managing Budget, Staffing, and Resource
requirements for portfolio
. Works closely with BU to gain financial backing for projects
. Worked closely with Senior Management, to ensure efficient
delivery of strategic projects through consistent
application of sound project management principles
. Worked with other Managers and business units to ensure
portfolio of initiatives are assessed, prioritized, and
scheduled into the pipeline
. Monitored performance of active projects including tracking
key issues, schedule/milestones, budget, scope, staffing,
and quality
. Managed, train and motivate project managers to create an
effective and highly functioning team
. Utilized background for analysis and management of complex
problem resolutions technical, managerial and logistical
. Ability to manage relationships at all levels staff, peers
and most importantly with senior business leaders
Global PMO Manager, VP, Area Manager-Citigroup, New York
1/2005-12/2005
. Leader of Program Management office supporting revenue
generating Platinum Projects totaling approximately $275
million dollars.
. Managed total staff of 8 Project Managers, 12 BA's, Offshore
Vendor, and Regional Country Managers
. Portfolio consisted of infrastructure and BAU projects.
Responsible to the Executive management for the
monitoring, reporting, auditing and quality assurance for
the banks strategic initiatives including Global Billing,
CitiDirect, and CFS Programs.
. Co- managed onshore and offshore global cross-functional
project teams in support of all strategic initiatives.
. Mandated to provide Project Oversight, Process Management
and Risk Management for Platinum and strategic projects.
. Actively managed Project Risks, Issues and Change
Management methodologies.
. Developed multiple PMO status reports/dashboards to
provide timely and objective metrics to Senior
Management. In addition, served, as Chairwoman of
multiple Steering Committees comprised of Executive
Management, while providing Project Updates, Strategic
Planning and Financial Updates.
. Worked closely with Senior Management, to ensure
efficient delivery of strategic projects through
consistent application of sound project management
principles
. Tasked to manage a cross-functional project team
including staff (and subject matter experts) from other
departments
. Monitored performance of active projects including
tracking key program issues for timely resolution, risk
management and mitigation, milestone management, project
plan management, project budgets, scope creep and change,
onshore and offshore staffing, vendor management,
contract/SOW negotiations and overall program quality
assurance and project standards.
. Developed process, team structures, and tools needed to
execute project delivery.
. Defined project management processes and organization
including integration with other technical and business
units.
. Worked with other Managers and business units to ensure
portfolio of initiatives are assessed, prioritized, and
scheduled into the pipeline
. Monitored performance of active projects including
tracking key issues, schedule/milestones, budget, scope,
staffing, and quality
. Managed, train and motivate project managers to create an
effective and highly functioning team
. Utilized background for analysis and management of
complex problem resolutions technical, managerial and
logistical
. Ability to manage relationships at all levels staff,
peers and most importantly with senior business leaders
Program Manager/Contractor Morgan Stanley, New York, NY 1/2004-
11/2004
. PMO Co-Manager heading a group of PMO officers and
Project Managers. Responsible to the Executive
Committee/senior management for the monitoring,
reporting, auditing and quality assurance for the banks
Convergence Project.
. Co- managed global cross-functional products team
supporting work streams in the North and South American
regions, Europe and Asia. Managed and coordinated all
client/business assessment activities that focused on
Front Office and Back Office technology infrastructure.
. Tasked with providing Status Updates, Decks, Dashboards,
Resource Allocation, Strategic Planning and Financial
Updates, Issue and Risk Management to Steering Committee.
. Provided Project Management competency, services and
operations support to all Alternative Investments, High
Net Worth (Private Banking), and Regulatory, BAU and
Discretionary projects.
. Responsible for Status reporting to Steering Committees
and creation of dashboards, project worksheets, change,
issue, and risk management, business and technical
analysis, processes and procedures, implementation plans,
testing documentation.
. Oversee all integration of organizational policies and
procedures
. Provide overall quality assurance that PMO methodologies
were being followed and practices
Project Manager/Contractor
Various Firms 6/1997- 12/2003
. Managed large scale front office trading software
implementation such as Charles River, Sungard for major
investment banks
. Performed Project Manager and Business Analyst duties to
provide full life-cycle support during projects