Project Manager Sales

ENRIQUE OCHOA

**** ***** **** *** *** ( Crest Hill, IL 60403 815-***-**** (

*********@*****.***

CRM - BUSINESS ANALYST

Twelve years of experience in the financial industry assuming different

roles in projects related to a wide variety of business domains and

technology platforms. Refined ability to elicit business requirements,

design outstanding solutions, generate clear and concise documentation, and

communicate ideas succinctly. Consistently exceeded expectations in terms

of time, budget, quality, and value created. Strong self-awareness,

empathy, flexibility, and focus on win-win negotiations

EDUCATION

UNIVERSITY OF ILLINOIS Champaign-Urbana, IL

MBA, IT Management; GPA 3.5 May 2011

Elected President of the Operations and Technology Management

Association; certified in Global Business

UNIVERSIDAD DE LIMA Lima, Peru

BS, Systems Engineering; top 20% of class March 1998

EXPERIENCE

BANCO DE CREDITO BCP Lima, Peru

Lead financial entity in Peru, 24th largest bank in South America, and main

asset of CREDICORP: recently listed in Forbes as the 916th biggest public

company worldwide with $575M in profits, $28B in assets, and $10B of market

value

Business Architect, Enterprise Architecture September 2005 - July 2009

. Defined business requirements and solutions to close the gap between

the current and future state of the Internet Banking and Customer

Relationship Management domains; forecasted savings of $130M in the

next five years

. Led an evaluation of CRM solutions (Siebel, MS Dynamics) based on

financial, functional, and technical criteria recommending management

to purchase MS Dynamics due to its flexible, friendly, and economic

characteristics

. Defined the scope of the CRM solution in the commercial banking

domain; defined the CRM interaction with enterprise applications such

as Portals, Business Process Management Systems, and Business

Intelligence tools

. Developed CRM functional and technical best practices and guidelines

to be applied in the implementation of MS Dynamics in the commercial

banking; supervised guidelines' application in a 3-year system

implementation

. Created the 360 view of commercial customers by consolidating their

internal and external information in MS Dynamics; defined time-related

data requirements and designed batch and online data transfer

processes

. Conducted meetings with sales and services users to collect and

clarify more specific customer oriented business needs; defined

business requirements and solutions, and created functional test

scenarios and cases

. Gathered and analyzed the current and future state of the distribution

channels domain; translated gaps into business requirements; created

and supervised implementation solutions; forecasted increase of 30% in

customer satisfaction

Project Manager, Business Solutions January 2003 - August 2005

. Managed two internal teams of ten people as well as supervised the

work of an outsourcing team, simultaneously in a project that lasted

two years to improve the corporate loan processes; reduced attention

time by 50% on average

. Led a BPMS evaluation (Tibco, IBM, BEA, Ultimus) in Peru, Brazil,

Venezuela, and Colombia based on financial, functional, and technical

criteria recommending not to purchase a corporate license due to BPMS

market immaturity

. Improved the usability and performance of the sales and services

enterprise portal by establishing and managing the use of functional

and technical guidelines in portal development life-cycles resulting

in projected savings of $3M

. Defined scope, schedules, milestones, and resource allocation using MS

Project; followed-up progress, managed risks and problems, and

reported status to project committees based on the application of PMI

guidelines

Business Analyst, Business Solutions May 2002 - August 2005

. Conducted meetings with sales, risk, and operations users to collect

and clarify the current and future state of the corporate loan

evaluation, reimbursement, and payment processes; defined business

requirements and solutions

. Analyzed the current situation of the credit follow-up process and

developed a simplified process supported by a knowledge management

solution; performed RFP and vendor selection tasks; increased process

efficiency by 40%

. Teamed with systems analysts and developers, and partnered with

testers to ensure business requirements were met and delivered with a

high level of alignment between business and technology strategies

. Created functional test scenarios and cases, prioritized them with

business users, supervised their execution, and coordinated with

developers the resolution of defects; created test scenarios and cases

before programming phase

. Generated clear and concise supporting documentation: functional

specifications, process flows, and business users manuals based on the

CMMI framework; planned and executed training activities across

fifteen Peruvian cities

Systems Analyst, Software Development October 1999 - April 2002

. Designed technical solutions to meet complex corporate risk, follow-

up, impaired portfolio, and corporate sales process improvement

requirements; generated supporting technical documents based on the

CMMI framework

. Efficiently coordinated with IT representatives the application of

security, infrastructure, architecture, quality assurance, and data

warehouse guidelines along several software development life-cycles

. Successfully migrated information from old to new applications and

platforms after carefully analyzing regulatory, business, and

technical constraints; improved quality of data after migrations

. Integrated mainframe, client-server, and web applications using a wide

variety of communication protocols

Programmer-Analyst, Software Development August 1997 - September 1999

. Created and updated corporate banking programs in mainframe, client-

server, web, and workflow platforms

technical skills

Methodologies: TOGAF, CMMI, PMI; UML, Object Oriented Analysis and Design,

Extreme Programming

Platforms: Mainframe, Client-server, Web, Multi-tier platforms

Enterprise Applications: IBM Message Broker, IBM Process Server, IBM Portal

Server, Forte Conductor Workflow, Tibco, MS SharePoint Portal Server, MS

Dynamics CRM, Siebel CRM, Business Objects; Oracle, SQL, and Datacom DBMS

ADDITIONAL

Fluent in Spanish

TOGAF Certification, Enterprise Architecture Framework, Minneapolis/USA,

2008

Coordinator of Microsoft technology training in Banco de Credito,

Lima/Peru, 2007

ESAN Certification, Specialization program for executives in IT Management,

Lima/Peru, 2005

Avid soccer and tennis player; top ten Peruvian tennis player during two

years

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