Project Manager Life Insurance

Neil Thomas

**** ****** ***** ***** ( Missouri City,TX 77459

**********@*****.*** 713-***-****

Qualifications Profile

Performance-driven, Certified Project Manager Professional with a proven

ability to achieve project implementation goals in high-pressure

environments while working with diverse teams. Skilled at consulting with

clients to delineate and analyze their situations and develop strategic

solutions to meet their needs.

Professional Experience

Invesco\Amvescap\AIM Investments, Houston, TX

1994 to Present

Project Manager 1998 to

Present

Manage a wide range of projects by clearly defining business

requirements from the clients and user divisions as well as managing

an offshore developer group and prioritizing tasks. Manage the

working relationship across all businesses, project sponsors,

suppliers, consumers and between technology team members while

promoting effective teamwork and managing interpersonal issues.

Create project scope documents, clearly outlining the project

objectives and deliverables, and individuals' project task, roles,

deadlines, and responsibilities. Produce technical documentation

including implementation plan. Perform market reviews and due

diligence to determine if any of the available off-the-shelf

application monitoring products provided a better monitoring solution

suitable to the environment. Manage Global support for 15 different

countries utilizing Oracle E-Business Suite (AP, AR, GL, FA, PA, PO,

CM, IExpense) as well as Hyperion Pillar and Enterprise applications.

Implemented Expense Reporting and Billing Systems that enabled the

company to reduce headcount and offshore business functions.

Automation Specialist 1995 to

1997

Served as liaison between the functional areas of fund, corporate and tax

accounting and information technology while supporting the technology needs

of those departments. Interpreted business requirements and oversaw the

development efforts for project and enhancement requests. Managed change

request process to migrate application into production. Provided support

for Bloomberg and Reuters applications. Implemented Confluence FundStation

application to automate the distribution of fund prices and information to

banks, brokerage firms and news media. This enabled fund accounting

department to price large volume of products without increasing headcount.

Client Services Representative 1994

to 1995

Processed routine and complex financial and non-financial transactions and

maintained accounts. Communicated by telephone, fax, and email

correspondence with shareholders, participants, broker/dealers. Exceeded

the departmental standards for productivity and quality.

GE Capital Corp - 1900 West Loop S, Houston, Texas

1993 to 1993

Mortgage Loan Processor

This was a temporary position in which I assisted clients with questions

relating to their mortgage loans. Researched loans and submitted paperwork

to modify the loan when errors were discovered.

First Financial Capital Corp, Houston, TX

1992 to 1993

Registered Representative

Developed client base by performing benefits meetings for groups of 100+

people. Interviewed clients to determine financial position, resources,

assets available and financial goals. Provided clients information and

prospectuses on various financial products including mutual funds,

annuities and life insurance as well as advised clients on various

retirement plans. Target market was primarily school districts utilizing

the 403(b) and 459 plans. Completed mutual fund and insurance applications

and required paperwork

Education and Credentials

Master of Business Administration (MBA), Finance (2009)

Cameron School of Business, University of St.Thomas, Houston, TX

Bachelor of Business Administration (BBA), Finance (1991)

Texas State University, San Marcos, TX

Professional Licenses/Certifications

PMP (Project Management Professional)

Professional Training:

Personal Productivity Management Essentials

Software Skills:

Microsoft Office (Excel, Word, Powerpoint, Project, Outlook, Access,

Sharepoint), Oracle ERP Applications(AP, AR, GL, FA, PA, PO, CM, IExpense),

SQL, Crystal Reports/Business Objects, Mercury Quality Center, Hyperion

Pillar/Enterprise, FundStation, Bloomberg

Contact this candidate