Project Manager Management

Joseph Mezzo

** ********* ****

Manalapan, New Jersey 07726

732-***-****(H) - 908-***-****(C)

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

Tech Skills:

. Recent - Sharepoint & Office SharePoint Designer-{Workflows & KPI's};MS

Excel,{Pivots, Vlookups}; MS Access; VBA; Clarity; MS PowerPoint; MS

Project; MS Word;

. Past - Business Objects 6.5/XI; Crystal Reports; Lotus Notes Developer.

Business Experience:

DSA - US Army-Fort Monmouth, NJ - Secret Clearance [7/2008 -

12/2009]

SharePoint Developer/Business Analyst

. Worked across departments to maximize data consistency and reduce

data duplication using Sharepoint and Sharepoint workflows.

. Analyzed, and documented technical and business requirements for

intranet/extranet functionality.

. Worked with end users to continually improve functionality and

business processes.

. Develop role based SharePoint workflows to manage the collection

and reporting of text based information such as project status,

achievements, exceptions and comments.

Bank of America [10/2006 -

7/2008]

Global Operations and Systems -

. IT Business Management - PROCESS IMPROVEMENT / MODELING / WORKFLOW

Responsible for capturing and reporting key metrics manually.

Identified what needs to be captured, how it will be captured, and

how it will be tracked and reported. Spearhead efforts to automate

the workflow process. Demonstrated experience in business process

improvement and business process modeling. Suggest tools and

processes that enhance efficiency and effectiveness within the

organization. Integrate disparate business data from multiple

sources. Working knowledge of project development,Software

Development Lifecycles. Expert at Excel and Access. Knowledge of

relational database structures (SQL, DB2). Have Front ended MS

Access to a backend Oracle database. Using metrics identified

strengths and areas of improvement across the IT organization.

Responsible for the preparation and reporting of IT Weekly and

Monthly Status Reports. Developed a time tracking system using

Clarity. Defined what needs to be measured (metrics) and then

partnered with those necessary to implement adoption. Supportted

the simplification and automation of Middle Market IT management

reporting processes for data collection, validation, report

production, reviews, commentary and distribution.

Global Wealth Management

. Project Manager for implementing Business Objects - Financial

Module for the CFO.

. Used Business Objects XI for creating reports for finance.

. Preparation and analysis of weekly Wealth Management financial

reports.

. Facilitated the gathering and definition of business requirements

and designed the subsequent information architecture.

. Lead a full project life cycle and ensure project tasks were

completed.

. Coordinated systems testing and implemented them across global

finance team.

Joseph A Mezzo (Continued)

. Managed technology investments and budget for the Wealth Management

CFO organization.

. Actively participating in financial process improvement across the

organization.

. Assisting Wealth Management Finance with ad-hoc requests and

strategic analysis.

. Expert in the Microsoft Office suite of products, with strong

emphasis on Excel (macros, pivot tables, look-ups, and filtering).

Premier Power Point and Access skills and external DB linkages.

JPMorganChase

[12/1981-10/2006]

Business Analyst / Business Objects Report Developer - CFO Office

2/2006 - 10/2006

. Hired to Project Manage the deployment of software to track

sales.

. Set up spreadsheets to capture and monitor data for various

department initiatives.

. Analyzed the department's monthly technology expenses and

determined anomalies and cost saving opportunities.

. Tracked cost savings, efficiency gains, and reductions vs.

defined targets.

. Created management reports using Excel spreadsheets, macros, and

pivot tables.

. Produced reports using Business Objects off of various corporate

data sources.

. Generated user specifications for the existing financial

accounting system. Used Toad to access multiple Oracle databases.

Created Test cases for Oracle's OFSA, and created reports in

Business Objects that helped analysts ensure the new financial

system has integrity and reconciles. Created a self service - web

based - multimedia training system to transfer knowledge to the

technical staff.

Wholesale Bank - Treasury and Security Services Division 3/2000 - 2/2006

Project Manager / Senior Financial Analyst

. Designed a project tracking system and developed it using Lotus

Notes groupware.

. Consolidated project tracking across the division into one

unified report.

. Designed metrics that provided early warning of production events

impacting service and expense targets.

. Used On-Line Analytical Process (OLAP) via Business Objects, to

produce Key Performance measures.

. Created complex Business Intelligence reports, mapping MS Excel

and MS Access to Oracle and SQL backend servers.

. Automated the distribution of monthly management reports by

integrating them into the corporate email system.

Project Manager / Financial Analyst- Information Technology - 7/1996 -

3/2000

. Developed the IT Annual Capital and Operating Expense budget for

the division.

. Ensured each IT capital funding request includes a Rate of

Return, Net Present Value and payback period, consistent with

corporate hurdle rates.

. Consolidated project tracking systems.

. Produced monthly management reports and metrics measuring actual

to plan.

Retail Bank Information Technology Group 5/1982 - 7/1996

Emerging Channel Delivery Systems Manager

. Project Manager responsible for product design, development, and

deployment of video banking systems, call center switching

technology, and biometric security devices. Identified

stakeholders, coordinated internal and external vendors(NY Tel,

Facilities, Operations, Audit) .Developed user requirements and

reengineered back office sales processes to support distribution

end points.

Joseph A Mezzo (Continued)

Groupware Systems Manager

. Hands on Project Manager of a team responsible for deploying

Lotus Notes to 2000 users at 15 sites in New Jersey, New York and

Connecticut. Designed the Lotus Notes telecommunications

infrastructure, installed CCmail-Softswitch, and

fax gateways. Developed a number of IT tracking systems with

this groupware package. Managed 3 staff and 3 consultants that

developed key business applications.

Director - End User Computing

. Project Manager for the deployment of Microcomputer Office

Automation Technology. Performed a number of system liaison

functions. Responsible for evaluating a pre windows GUI

application. Chaired meetings with systems to identify functional

requirements for a client-server environment.

Financial Planning Manager

. Developed the Budget, business plan, and revenue projection

models. Provided analysis and reporting on operating capital and

Return on Investment (ROl) and Net Present Value (NPV).

Responsibilities included delivering monthly reporting/variance

analysis, Capital management, and annual budget preparation.

Business Analyst

. Project Manager responsible for designing and deploying timely

business intelligence to executive management. Developed an

automated multi-user sales call program. Designed and produced

MIS intelligence showing product cross-sell opportunities,

competitive market share and product profitability.

Strategic Planning Officer

. Project Manager responsible for developing a 5 year strategic

marketing plan for JPMorgan's Retail bank. Coordinated meetings

with senior stakeholders and outside demographers to fine tune

and agree on the ultimate strategy. Engineer management's

concurrence on targeted segments across the enterprise. Developed

a MIS system that bucketed internal customer to targeted

segments. Ensured the MIS system that was easy to use and

deployable to location planners in each region. Identified

product cross-selling opportunities. Developed an optimum branch

location model showing competitors market share. Database was

operational in 6 months. Cost savings of $400M were achieved by

leveraging existing resources.

Manager - Financial Modeling and Information Systems

. Responsible for developing micro and minicomputer applications in

support of financial planning and Budgeting.

Controller-Tri-State-Automated Teller Machine Deployment (ATM)

. Created and managed the operating and capital budget for the

successful deployment of ATM Systems in New York City. Managed

the construction of a computer facility to migrate 200 systems

staff and $5OMM in equipment. Ensure cost and expense reduction

objectives continue to support the needs of the group.

Return on Investment Analyst - Systems Review Committee

. Provided a monthly systems review package for the CEO and systems

executive committee. Used ROI and NPV analysis to highlight the

best revenue and cost savings return on systems investments.

Process Improvement / Industrial Engineering

. Developed standard and actual product unit costs for all bank

products. Recommend process improvement initiatives throughout

bank operations. Performed numerous time and motion studies which

contributed to process improvement in the check processing

department.

Joseph A Mezzo (Continued)

U.S. Military Service

. US Navy- Aircrew (Honorable Discharge-Meritorious Service Medal)

Education

Seton Hall University, South Orange, New Jersey

. Bachelor of Science - Business Management, Finance Minor

Pace University, New York City, New York

. Master of Business Administration - International Business &

Finance

Rutgers University, New Brunswick, New Jersey, 2006

. Project Management Certification

Comptia A+ Essentials Certification 12/2009

Notary Public - New Jersey

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