Project Manager Management

GREGORY L. BATSON

*** **** **** *** ? Sun City Center, Florida 33573

813-***-**** ? ********@********.**.***

RELEVANT EXPERIENCE

KFORCE Consulting Tampa,

Florida

Project Manager January 2010 -

Present

For a major banking institution, applied technical project management

expertise within a treasury services group, specifically geared to managing

risk by monitoring client balances and controlling fund payments and

transfers. Major accomplishments include:

. Significantly reduced credit risk by enhancing the shared-queue payment

processor and control applications by providing real-time amendments and

balance updating for turndowns, bypasses, rejects, and pre-approvals.

This replaced a vulnerable manual process that caused delays in

processing transactions, which placed the firm's assets at risk and

threatened reputational damage to the firm.

. To improve funds control and credit risk decisions, led the funds control

application enhancement to support the conversion of ten bank branches to

a new international demand deposit account balance application, and to a

new target cash concentration platform used to generate daily "sweeps"

information. The new process included NDM file transfers to the funds

control system via a new proprietary router and business monitoring

system.

. Led the business and functional requirements definition efforts for this

152 man-month ($1.5mil) project directed at replacing a manual, reactive

approach to resolving data transfer outages. A new end-to-end monitoring

system provides real-time measurement of the current business process

against pre-defined/historical business parameters. If not "healthy", a

designated critical staff is notified via a personalized dashboard, where

any breach in the client-based Service Level Agreement (SLA) is also

reflected.

Franklin Templeton Investments - Project Management Group St.

Petersburg, Florida

Project Manager / Product Manager November 1999 -

April 2009

Applied project management expertise in the Application Development area

within the Treasury and Accounting Control Division of Franklin Templeton

Technologies

. Duties include managing the Application Development Product Support

Group, which includes Money Movement applications for incoming and

outgoing wires, and the collection, summarization, reporting, and

delivery of high-volume daily transactions toward the calculation of our

daily funds' net asset values.

. Provided leadership role in hiring and training of resources for the

offshore build, operate, and transfer program.

. Successes include the installation of client-server hardware to support

straight-through processing of mutual fund trades, payments, and wire

transfers. Another project success includes the conversion of specific

fund types to calculate and store contingent deferred sales charges from

an account basis to a monthly average price structure.

. Project Management activities include developing resource-loaded plans to

define, track and report project status. Other activities include

departmental support for annual budgeting and quarterly re-forecasting.

This includes overall project efforts, scheduling, and headcount

requirements.

The Netplex Group, Inc Tampa, Florida

Systems Consultant July 1994 -

August 1999

For GTEDS (now Verizon)/Vision Project, provided project management,

financial planning, and tracking expertise.

. Project Management activities include working with management to develop,

track, and reforecast resource-loaded workplans. Also conducted

principal project activities associated with major projects, specifically

internal and out-sourced Y2K software certifications and LAN upgrades.

Received two Achievement Awards based on those efforts, which included

high-level and detailed-level planning and coordinating with GTE Supply.

. Financial planning efforts include development and maintenance of budget

plans. Assisted Systems Manager in attaining staffing and actual labor

hours as budgeted, toward defined expense/revenue ratios.

. Participated in a task force whose objective was to improve the software

development processes. This participation included receiving evaluator

training, certification, and completion of the GTEDS Software Capability

Baseline Evaluation as defined by the Software Engineering Institute

Capability Maturity Model. Received Individual Excellence Award upon

completion of the evaluation of seven major projects.

Equifax Check Services (formerly Telecredit, Inc.)

Tampa, Florida

Director, Check Systems and Programming

September 1987 - February 1994

Joined forces with the Research and Development group in new efforts toward

installing and applying knowledge base technology within our platform

downsizing strategy.

. Served as project manager for ground-up development of a decision support

system for processing check authorization request referral calls for in-

house and merchant-based (turnkey) distributed check guarantee systems.

. Completed cost benefit analysis yielding $150,000 savings in second year

on a $500,000 investment. By applying customization exceptions at the

system level, provided significant savings in authorization agent

training, claim reduction through improved efficiency, plus reduced call

length and programming support costs.

. Directed Tandem and IBM programming staff of 20 people, responsible

for the design, development, implementation and maintenance of batch and

online application systems, including Check Guarantee Authorizations,

Check Claims/Collections, AR, AP, GL, FA, and Billing.

. Developed departmental strategies, priorities and plans in coordination

with User and Operations senior management. Prepared cost/benefit

analysis and business case proposals for hardware and software needs to

support marketing new product lines, as well as ongoing application

systems enhancements. Consistently participated in successful corporate

growth attainment.

. Developed and presented annual budgets and periodic reforecasts required

to attain systems development objectives. Applied management control

system software for measurement of actual vs. planned achievement of

schedules, key performance indicators, and cost control.

In order to meet the demands of a rapidly growing company, took control of

the application development process by applying proven project management

skills. Introduced system development methodologies, and trained the

technical and user areas on how to plan and manage multiple major projects.

Served as member of corporate standards committee.

. Successfully implemented major projects within 5% of planned costs,

and with less than 5% post-implementation effort.

Independent Consultant

May 1983 - September 1987

Responsible for the installation, development and customization of software

systems in the Cincinnati, Ohio and Tampa, Florida areas. Clients include

Federated Department Stores, General Electric, Seminole Electric

Cooperative and Tampa Electric Company.

. Specific responsibilities included conversions, re-writes, and

interfaces for A.P. (with Check Reconciliation), G. L., Human Resource,

Payroll, and Retirement Benefits Systems.

. Successfully completed all phases of full-cycle development, including

requirements definition/project scope, feasibility/impact and cost

analysis, systems analysis/design alternatives, project

planning/scheduling, programming, testing, and user training.

Cincinnati Financial Corporation, Cincinnati, OH March 1969 -

May 1983

Systems Analyst

Served in senior technical role, responsible for corporate general ledger

and payroll systems, and larger life/property/casualty insurance

application projects. Supervised programming support teams.

. Significant accomplishments include installation and customization of the

Financial Management System software, and re-designing and re-writing the

personnel/payroll system, including an interface to the Corporate

Shareholder System. Also pioneered agent commission system based on

earned/unearned premiums.

TECHNICAL EXPERIENCE

Hardware

Sun V90 Servers, IBM 308x, Amdahl 3890, IBM PC's

Development Methodologies

Summit D, Pride/ASDM, SDM/70, SEI/CMM

Software

VSAM, IDMS DB/BC, ADR/Ideal, Supra/Mantis, IMS DB/DC

M&D General Ledger, Cullinet General Ledger, Siebels Bruce Financial

Management System

PC: Windows XP, Microsoft Project 4.0 and 98, Word, Excel, Access,

WordPerfect, Symphony

Internet: HTML 4.0, Paint Shop Pro (for Netscape Navigator and Microsoft

Explorer Browsers)

EDUCATION

Programming Certificate, Automation Institute of Cincinnati

Other Professional Development:

. Certified Evaluator - Capability Maturity Model (Software Engineering

Institute)

. Introduction to Integrated Networking (IBM)

. Fundamentals of Local Area Networks (IBM)

. Basic Project Management (AMA)

. Effective Project Planning and Management (Barry Z. Posner, Ph.D.)

. People Management (Equifax University)

. Supervising Under Pressure (Keye)

. How to deal With Employee Attitude Problems (Equifax University)

. Presentation Skills (Equifax University)

. ADR/IDEAL Usage (Applied Data Research)

. Command Level COBOL CICS/VS (Shelby Management Systems)

. General Ledger Introduction, System Definition, and Postings (Cullinet)

VOLUNTEER/COMMUNITY WORK

. Membership Committee at local YMCA.

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