Michael G. Hale

** ******** ***** *******, ** ***01 abhzm8@r.postjobfree.com 845-***-**** 914-***-****(cell)

P R O J E C T M A N A G E R with over 15 years experience in global project management and business analysis for software

and financial services companies. Size of projects ranged from $1MM to greater than $10MM. Proven analytical ability

with an established track record of implementing projects on time and within budget. Record of improving efficiency

and profitability through workflow improvement. Consultative manager with the experience to provide leadership.

Excellent communicator, with emphasis on building client relationships and negotiating large global contracts.

Software proficiencies include: Salesforce.com, SharePoint, MS Project, Word, Excel, PowerPoint, Visio, SalesLogix

and ACT as well as proprietary ETL and SQL reporting tools.

Qualification Highlights

• •

Project Management for Large (>$10MM) Operational Cost Reduction

and Complex Global Projects • Customer Satisfaction

• Business/Process Reengineering

• Change Control Management

• Contract and Statement of Work Creation

• Risk Analysis and Mitigation

• Efficiency Improvement

• Staff Management

• Consensus Building

• P&L Management

• Sales Support

Professional Experience

Independent Consultant 2009 - 2010

VideoBank – Northvale, NJ

Managed Integration group that was responsible for implementation of systems solutions. Managed Tech

Support Group. Managed projects. VideoBank is a software/hardware supplier of turn-key systems to process

video and related data. Eighty percent of the business was for intelligence gathering systems in manned and

unmanned aircraft.

• Implemented process and project management procedures with emphasis on consultant utilization to

maximize revenue.

• Managed projects on a day to day basis. Implemented use of MS Project.

• Implemented requirements analysis methodology including test plan creation based on requirements.

• Managed all consulting and support staff.

TheMarkets.com - New York, NY

Performed fixed length consulting engagement to manage and review procedures of 8 entitlement analysts.

Made sure that buy side clients had appropriate entitlement to broker research. Personnel were in New York

and London. Refined work flow procedures within entitlement group. Led SharePoint adoption within group.

Defined and created KPI reports from SalesLogix CRM data.

• Analyzed CRM data and determined joins and DB changes needed to report on time spent by client and

by issue type to allow changes of procedures that minimized time spent working exception issues.

• Created reports, pivot tables and graphs in Excel in order to report on CRM data.

• Set up structure within SharePoint to store procedural documentation and training materials needed by the

entitlements group.

Asset Control - New York, NY 2008 - 2009

SENIOR ACCOUNT MANAGER

Managed large financial services accounts in a Software Company for the securities trading industry. Assured that

clients were getting full utilization of reference data scrubbing and time series (pricing) data for use in risk and credit

determination. Acted as primary point of contact for any issues at named accounts. Clients included E-Trade,

Wachovia Bank, Citadel, DRW and Millennium.

• Advocated for client functional requirements needs to internal departments at Asset Control including support,

product development and engineering.

• Monitored open bug reports by client to insure timely correction.

• Led weekly status meetings with clients.

• Placed additional products and services after the initial sale.

CheckFree (Acquired by Fiserv) - Jersey City, NJ 2005-2008

D I R E C T O R O F P R O F E S S I O N A L S E RV I C E S

Recruited away from SmartStream. Managed complex global projects and worked as analyst using Check Free

TradeFlow middle office workflow product for securities confirmation, settlement and exception management.

• Project manager for multi-million dollar global projects (>$10MM) for securities processing at Bank of New York

Mellon, Legg Mason and Vanguard to achieve Straight Through Processing. Skill to manage multiple large projects

simultaneously. Projects included integration of new software with existing systems and workflows, including front

and back office systems.

• Defined SDLC with team and created training for “best installed solution” across division thereby standardized

implementation methodology and increased profits for consulting work.

• Solutions included processing for equities, fixed income, derivatives, money markets and FX. Extensive

experience with SWIFT, Omgeo and DTCC. Led client projects in the USA and UK for the capture of requirements,

design and gap analysis. Documented inputs, tools for extraction and loading, techniques for processing and

outputs. Led projects through to completion.

• Implemented timely reporting for personnel utilization and project profitability. Caused more accurate forecasting

and reduced personnel “bench time” by 15%.

• Conveyed customer feedback to product marketing and development teams for inclusion in product strategy.

Clients were better references to prospective clients because they were receiving desired features in product

releases.

• Worked in all pre and post sale aspects of consulting projects including sales presentations, proposal preparation,

pricing, contract and statement of work creation and negotiation, project planning, execution and project profitability

monitoring resulting in highly profitable engagements.

• Managed staff of 10 consultants.

SmartStream Technologies - New York, NY 2001 - 2005

D I R E C T O R, P R O F E S S I O N A L S E RV I C E S

Managed all professional services work associated with SmartStream workflow product. Managed projects and

performed business analysis on medium (>$1MM) and large (>$10MM) projects.

• Worked with USA, UK and India based teams to create solutions.

• Project manager and analyst for multi-million dollar solutions for financial services industry. Projects centric to trade

flow and reconciliation initiatives at Wells Fargo, SEI and T. Rowe Price for middle and back office trade processing

as well as exception management for both buy-side and custody.

• Managed multiple global projects at different clients simultaneously for project planning, requirements definition,

executing, controlling, monitoring and closing.

• Worked in all pre and post sale aspects of consulting projects including sales presentations, proposal preparation,

pricing, contract and statement of work creation and negotiation, project planning, execution and project profitability

monitoring resulting in highly profitable engagements.

• Managed staff of 12 consultants.

IVIS, Incorporated - Raleigh, NC 1990 - 2000

D I R E C T O R O F C O N S U LT I N G ( 1993 – 2000)

Managed operations for consulting department of a 100-person company that created general accounting software

and procurement systems. Managed over 40 people.

• Designed project scope and functionally with large clients for proper integration of IVIS systems into existing ERP,

SCM and other operational systems.

• Created new lines of consulting business to add EDI, work flow, imaging and document management to accounts

payable systems, thereby expanding product and services sales to existing accounts payable clients.

• Clients included Chase Bank, Home Depot, Lever Bros, General Electric, New England Deaconess Hospital and

Bristol-Myers Squibb.

• Participated in acquisition of another company.

P R O J E C T D I R E C T O R (1990 – 1993)

Managed large consulting engagements for Fortune 500 companies.

• Functioned as primary analytical and technical design resource for projects. This resulted in highly profitable fixed

price work.

• Managed multiple large projects for general accounting systems integration in retail, manufacturing, banking and

health care industries. This gave clients the desired integration of systems for seamless usage.

Education

Bachelor of Science. – Mathematics

University of California - Davis, CA

Agile Project Management Course

Six Sigma Course

Miller Heiman Strategic Account Course

Military Service

U.S. Coast Guard Reserve

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