Project Manager Management
Resume:
PAMELA M. JONES
East Orange, New Jersey 07018
(h) 973-***-****
(c) 973-***-****
Email address: ******.******@*****.***
SUMMARY:
• SENIOR PROJECT MANAGER with eleven (11) years of record accomplishments in areas of
Program/Project Management Office (PMO), Retail Banking, Operations, Legal & Compliance,
Client Relationship Management, Software Development Lifecycle (SDLC), Business Management,
Change Management in a matrix environment.
Eleven (11) years of experience in IT related projects with a strong knowledge of Software
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Development Lifecycle (SDLC) and Project Management Lifecycle (PMLC).
• Four (4) years of Program/Project Management experience in Equities, Derivatives, Fixed Income,
Information Technology Infrastructure, Private Banking, Corporate Banking, Reference Data, and
Global Finance.
Seven (7) years experience with Information Technology, Operations Management, Account
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Reporting, Quality Assurance, Team Leadership, Data Center Development, Strategic Planning
and Process Improvement.
• Fifteen (15) years experience utilizing Microsoft Office (Word, Excel, PowerPoint, Access, Visio),
Microsoft Project. Over five (5) years utilizing Niku Clarity; one (1) year experience utilizing
PlanView and willing to learn and undertake new PPM tools including Primavera.
• Three (3) years experience utilizing portfolio / collaboration tools including PlanView, Microsoft
SharePoint and Microsoft Project Server.
• Proven capability of managing projects up to $5M. Demonstrated experience in leading teams
through all phases of projects with a strong ability in pursuing aggressive goals and continuously
raising performance expectations to achieve excellence.
SKILLS:
Databases: Microsoft Access 2007
Operation Systems: Windows 2000/XP/NT, UNIX
Software: Microsoft Office 2007, Microsoft Project 2007, Microsoft Visio 2003, Niku Clarity,
MS Project Server, PlanView
Tools: Rational Unified Process (RUP), Capability Maturity Model (CMM),
Rational ClearQuest, Rational Quality Center, Waterfall Methodology, Agile
Methodology, Project Management Body of Knowledge (PMBOK), Microsoft
SharePoint 2007, Test Director 7.0,Microsoft FrontPage, Documentum
EDUCATION:
DEVRY UNIVERSITY
Bachelor of Arts Degree – Business Administration / Project Management (2006)
RUTGERS UNIVERSITY
Major: Computer Science/Mathematics (9/85-6/88)
HAMPTON UNIVERSITY
Major: Computer Science/Mathematics (9/84-6-85)
EXPERIENCE:
CITIGROUP, N.A. October, 2007 – November, 2008
SENIOR PROJECT MANAGER (Corporate/Private Bank)
Responsibilities include successfully implemented the Waterfall methodology for Corporate Bank
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North America (CBNA) Program Management Office (PMO). Worked with Senior Leadership
Team (SLT) along with the Business Prioritization Organization (BPO) with the development of
artifacts and tollgate reviews in order for projects to be successfully implemented within quarterly
releases. Also successfully managed multiple projects across multiple Lines of Business (LOBs)
within CBNA PMO.
Responsible for managing technology development team during the entire project lifecycle.
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Responsible for tracking milestones/deliverables, issues, risks, resource allocations, time allocation
utilizing CBNA/NAIT PlanView. Also responsible for updating PlanView with resources directly
responsible for supporting various projects.
Creation of status reports for business stakeholders, steering committees and governance board.
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Provide weekly communication regarding status of projects within PMO.
Creation of pivot tables, graphs, formulas, manipulating data within pivot tables in order to report
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status to Senior Management utilizing Microsoft Excel 2007. Create dashboards with data from
pivot tables to formulate status reports utilizing Microsoft Project Excel 2007.
Also responsible for timely delivery of six (6) projects within the CBNA PMO within time, cost &
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scope/quality defined boundaries, in accordance with the North America SDLC Methodology and
leveraging PMI Project Management disciplines. Track project deliverables utilizing Microsoft
SharePoint 2007.
Proactively managed the budget, cost of projects within a <5% variance from budget and plan.
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Create status reports utilizing Microsoft PowerPoint 2007.
Ensured all project resources had a clear understanding of project deliverables/milestones within
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the project timeframe utilizing Microsoft Project 2007.
Facilitate, coordinate, and arbitrate cross-functional macro level topics, often including Senior
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Management. Employ program management processes, processes, methods and standards for
program delivery.
Maintained project negotiation by providing subject matter expertise; negotiates for appropriately
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skilled human resources for project. Builds & maintains high performance teams through own
actions & direction provided to others. Ensures project closes effectively through production
turnover, documentation of learning and provision of feedback on project resource performance.
Environment: MS Office 2007, MS Project 2007, PlanView, Waterfall, MS SharePoint, Quality Center
CREDIT SUISSE FIRST BOSTON July, 2006 – June, 2007
PMO PROJECT MANAGER (Fixed Income)
• Responsibilities include establishing and administering effective project management
methodologies and processes across the IT Fixed Income organization and by providing project
tracking and reporting for Business Leaders. Implement and administer an effective standardized
project management methodology. Including establishing a consistent process for initiating new
project requests. Review and update the methodology to continue to improve IS project
performance.
Creation of status reports for business stakeholders, steering committees and governance board.
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Provide weekly communication regarding status of projects within PMO.
• Creation of pivot tables, graphs, formulas, manipulating data within pivot tables in order to report
status to Senior Management. Create dashboards with data from pivot tables to formulate status
reports utilizing Microsoft Project Excel 2007.
• Project entailed implementation of Document Management System for IT Fixed Income utilizing
SharePoint. Responsible for creating various deliverables (business/system requirements, business
case, functional specifications, use cases, test cases, etc.) throughout the project lifecycle.
• Manage the overall direction of the IT Fixed Income Project Office/PMO providing services to the
organization's project and portfolio management function. Also responsible for the management
of the tool security access for the user community; assist in the implementation of the enterprise
project and portfolio system and time entry tool; participate in establishing associated processes
related to project boarding guidelines, planning and scheduling, estimating, costing and risk
assessment of projects utilizing project lifecycle from Project Management Book of Knowledge
(PMBOK). Develop and implement project management support tools (i.e. business case
templates, project charter templates, TCO/ROI analysis templates, stage gate checklists, project
status reports, portfolio status dashboards, etc), and, as necessary, evaluate, implement and
administer a project portfolio management application.
• Ensure compliance with established project management methodology by partnering with IS
project managers to conduct periodic stage gate / milestone reviews. Establish and administer a
set of standard practices for measuring project performance. Provide regular status reporting on
the IS project portfolio, including budget consumption, schedule/milestone delivery and resource
utilization. Assess and report on inter-project dependencies across IS portfolio. Track project
deliverables utilizing Microsoft SharePoint 2007.
Assist in project development lifecycle including: requirements, analysis and design, testing, user
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training, deployment planning and support model; produce business requirements synthesize
user requirements, break them into logical phases and identify key dependencies required (e.g.
business processes and standards); produce functional designs which meet the business
requirements. Effectively transition the functional designs to the technical team for the
implementation.
Environment: MS Office 2003, MS Project 2003, MS SharePoint 2003, Mercury Quality Center
UBS INVESTMENT BANK October, 2005 – June, 2006
PMO PROJECT MANAGER (Equities/Derivatives)
• Responsible for working within the Investment Bank Division of the Equities/Derivatives
Program Management Office (PMO) organization. Responsible for working on various mutual
fund projects across the organization and ensuring all projects were compliant with Sarbanes
Oxley (SOX). Other responsibilities include establishing and maintaining program inventory; also
assist project managers in planning and scheduling process utilizing project lifecycle from Project
Management Book of Knowledge (PMBOK). Develop project authorization, initiation, planning,
execution and closing; develop processes to identify, report and manage risks, issues &
dependencies; monitor and report program delivery progress utilizing Microsoft Project 2003
(RAG status) and financial status; support and facilitate the governance process; ensure committee
meetings are scheduled; produce and distribute timely & accurate program and project
management materials; responsive to ad-hoc management information requests on programs and
projects.
Creation of status reports for business stakeholders, steering committees and governance board.
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Provide weekly communication regarding status of projects within PMO.
• Creation of pivot tables, graphs, formulas, manipulating data within pivot tables in order to report
status to Senior Management. Create dashboards with data from pivot tables to formulate status
reports utilizing Microsoft Project Excel 2007.
• Project entailed implementation of real-time/market data for Equities/Derivatives organization.
Vendors include Bloomberg as well as Reuters. Responsible for creating various deliverables
(business/system requirements, business case, functional specifications, use cases, test cases, etc.)
throughout the project lifecycle utilizing Microsoft SharePoint 2003.
Other responsibilities include overseeing vendor management, data gathering, processing of
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various orders for vendors and communicating to customers with regards to hardware builds of
workstreams.
• Also responsible for developing, setting up and administering web accessible documents utilizing
SharePoint; also responsible working with various managers and their direct reports to ensure a
standardized approach to monthly reporting and financial input utilizing Microsoft Excel 2003;
day to day production of high quality management reports utilizing Microsoft Word 2003;
production of Microsoft PowerPoint presentations to a high standard; analyze and produce
management information metrics on issue trends, milestone achievement, progress against plan.
Also responsible for project plan development and tracking, stakeholder communications,
requirements workshop coordination and installing project best practices with appropriate
standards and tools; assist managers in tracking and reporting program financials; maintain
project plans, progress scorecards, milestone tracking, risk/issues and other performance metrics.
Environment: MS Office 2003, MS Project 2003, MS SharePoint 2003
KPMG, LLC July, 2005 – September, 2005
PMO PROJECT MANAGER (Audit/Risk Advisory Services)
Coordination and follow up from Quarterly Northeast Risk Advisory Services (RAS) Market
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Priority Review Program. Provide marketing support including pulling articles, assisting with
presentation, and other duties as assigned by Pursuit Leads; analysis of revenue goals to actual,
pull through services; assist with presentations for monthly leadership and quarterly Partner
meetings.
• Project entailed implementation of various Web-based applications utilizing SharePoint.
Responsible for creating various deliverables (business/system requirements, business case,
functional specifications, use cases, test cases, etc.) throughout the project lifecycle.
• Administrative responsibilities including time and expense reporting, meeting and travel
arrangements, scheduling conference calls and preparing Microsoft Excel 2003 spreadsheets and
Microsoft PowerPoint presentations. Provide senior programmers and project managers with
consistent, timely, and accurate management information covering the full portfolio of projects
and programs to support decision-making and to ensure proper reporting, process, and control for
our major change programs.
Leading effective governance over the portfolio; ensure proper processes are in place to monitor
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investments; support cross-functional initiatives by providing consultative expertise covering
delivery of management presentations, establishment of project governance, and advice on
methodology/best practice for successful project execution. Generate reports used for our weekly
review meeting with senior management; documentation signature process set-up/collect.
Environment: MS Office 2003, MS Project 2003, Mercury Rationale ClearQuest
UBS INVESTMENT BANK January, 2005 – July, 2005
PMO PROGRAM MANAGER (IT Infrastructure)
• Responsible for working within the Investment Bank Division of the IT Infrastructure (ITI)
organization. Responsible for working with various Program Managers on various Infrastructure
projects across the ITI Silo. Other responsibilities include establishing and maintaining program
inventory; assist project mangers with the initiation of new programs and projects utilizing project
lifecycle from Project Management Book of Knowledge (PMBOK); also assist project managers in
planning and scheduling process. Develop best practices for project authorization, initiation,
planning, execution and closing; develop processes to identify, report and manage risks, issues &
dependencies; monitor and report program delivery progress (RAG status) and financial status;
support and facilitate the governance process; ensure committee meetings are scheduled ; produce
and distribute timely & accurate program and project management materials; responsive to ad-hoc
management information requests on programs and projects; develop education and training
roadmaps for program and project managers.
Creation of status reports for business stakeholders, steering committees and governance board.
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Provide weekly communication regarding status of projects within PMO.
• Creation of pivot tables, graphs, formulas, manipulating data within pivot tables in order to report
status to Senior Management. Create dashboards with data from pivot tables to formulate status
reports utilizing Microsoft Excel 2003.
• Project entailed implementation of real-time/market data systems for IT Infrastructure.
Responsible for creating various deliverables (business/system requirements, business case,
functional specifications, use cases, test cases, etc.) throughout the project lifecycle.
Also responsible for working with various managers and their direct reports to ensure a
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standardized approach to monthly reporting and financial input; liaise with the Business Unit
Control function to maintain a consistent approach to forecasting across the Global Service
Delivery function; day to day production of high quality management reports; production of
PowerPoint presentations to a high standard; administration of key meetings and meeting
documentation; analyze and produce management information metrics on issue trends, milestone
achievement, progress against plan.
• Will be responsible for supporting risk/issue monitoring, project plan development and tracking,
stakeholder communications, requirements workshop coordination and installing project best
practices with appropriate standards and tools; assist managers in tracking and reporting program
financials; maintain project plans, progress scorecards, milestone tracking, risk/issues and other
performance metrics utilizing Microsoft Project 2003.
Environment: MS Office 2003, MS Project 2003, MS SharePoint 2003
MORGAN STANLEY TRUST CORPORATION July, 2004 – December, 2004
PROJECT MANAGER/PMO ANALYST (Operations – Mutual Funds)
• Responsible for working within the Investment Bank Division of the Operation organization.
Responsible for working with various Program Managers on various Mutual Fund projects across
the IBD organization utilizing project lifecycle from Project Management Book of Knowledge
(PMBOK). .
Projects entailed merger & acquisition along with client/server implementation of mutual funds
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systems. Systems included Van Kampen products, Vanguard products as well as T. Rowe Price.
Responsible for creating various deliverables (business/system requirements, business case,
functional specifications, use cases, test cases, etc.) throughout the project lifecycle.
• Responsibilities include coordinating and organizing the project and act as a strong second point
person under the Project Manager and Senior Project Manager. Point person and daily interaction
with IT teams. Participate in relevant client technology and construction meetings, and internal
meetings according to duties. Also responsible for updating project plan with actual start and
finish dates, providing cost variance along with earned value on a weekly basis.
• Supervise activities of project team as needed, including coordinate the day-to-day activities at the
direction of the Senior Project Manager; assist in outlining priorities and organizing workload to
meet project demands; assist in the training of other project staff; regular interaction with Project
Manager and/or client on project status, providing written and verbal reports.
• Responsible for taking minutes for main project meetings as specified by the Senior Project
Manager; back-up for meeting minutes for technology discipline meeting and other project
committee meetings. Review all meeting documentation prior to PMO review and distribution;
provide documentation for multiple client committee meetings, which includes: agenda, minutes
and all meeting handouts utilizing Microsoft Word 2003.
Responsible for tracking project milestones and deliverables utilizing Niku Clarity and MS Project
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2003.
• Weekly distribution of issues and contact lists to client management team; document organization
and administration filing for team; review all project plans for detail and accuracy. Analyze plans
using PMO Tool database functionality. Provide weekly issues list based on RED dates; update the
PMO tool, based on meetings. Identify issues, external dependencies, upcoming events, risks, etc.
utilizing Microsoft Excel 2003. Provide weekly reports for project management and client
management teams; coordinate tool development and enhancements with MS Access developer;
create presentations for corporate executive meetings utilizing Microsoft PowerPoint 2003.
Environment: MS Office 2003, MS Project 2003, MS SharePoint 2003, Niku Clarity
J.P. MORGAN CHASE CORPORATION July, 2003 – July, 2004
PMO PROJECT MANAGER (Global Finance/Reference Data)
• Responsibilities included setting up project schedule (time/cost tracking system) using Microsoft
Project; generating reports; track project expense utilizing Project Accounting System (PKS);
project follow-up; meeting minutes; coordinating meetings/training/deployment; back-up for
answering telephone calls regarding project; update project plan with percentages complete;
maintain issue and risk reports utilizing ThoughtWeb (PMO Portal); distribution of project status
and project documentation; track project finance and actual; submit and track Adjusted Plan
Change (APC) requests. Provide support for Project Managers within Program Office and
division.
Project entailed implementation of data warehouse for Global Finance organization. Responsible
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for creating various deliverables (business/system requirements, business case, functional
specifications, use cases, test cases, etc.) throughout the project lifecycle.
Facilitate meetings to gather information, and communicate progress and results both verbally and
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in writing as the project progresses along with assisting in meeting minutes.
Responsible for tracking project milestones and deliverables utilizing Niku Clarity and MS Project
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2003.
Maintain issue and risk reports along with identification of issues and risks and understanding the
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implications of re-planning; change management procedures and database.
Responsible for coordinating projects for Project Managers, updating status weekly from Project
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Managers from several organizations and report information to Senior Management; report status
to Steering Committee members on weekly basis.
Assisting with project documentation utilizing Programme Knowledge System (PKS); obtain
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documentation approval from draft through completion.
Update milestones, issues and risks utilizing ThoughtWeb. Run project scorecards on a weekly
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basis to be submitted to Senior Management. Also responsible for updating project plan with
actual start and finish dates, providing cost variance along with earned value on a weekly basis, as
well as project team on track regarding dependencies as well as milestones.
Environment: MS Office 2003, MS Project 2003, Niku Clarity
CLIENTS: SALOMON SMITH BARNEY/CITIGROUP, N.A., AT&T, IBM
SENIOR PROJECT COORDINATOR January, 1997 - July, 2002
Responsibilities include setting up project schedule (time/cost tracking system) utilizing MS Project
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2000 and Excel; assess, analyze, document, and create/update project plans including work
breakdown structures starting at a high level and drilling down into lower levels of work within
Information Systems & Technology (IS&T) Project Management Office.
• Project entailed implementation of Interactive Voice Response System. Responsible for creating
various deliverables (business/system requirements, business case, functional specifications, use cases,
test cases, etc.) throughout the project lifecycle. Facilitate meetings to gather information, and
communicate progress and results both verbally and in writing as the project progresses along with
assisting in meeting minutes. Facilitating the formulation of business requirements as well as
technical functional specifications documents using approved methodologies, tools, and standards.
• Other responsibilities include project follow-up; coordinating meetings as well as project deployment;
tracking project expenses; telephone coverage regarding project; distribute project status and project
documentation. Created pivot tables, charts, graphs as well as various functions utilizing Microsoft
Excel. Maintain issue and risk reports along with identification of issues and risks and understanding
the implications of re-planning; change management procedures and database.
• Preparing and updating cost estimates for the project as needed utilizing Microsoft Excel 2000.
• Communicating project status, and identifying potential opportunities of issues utilizing Microsoft
Excel.
Environment: MS Office, MS Project
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