Project Manager Management
Resume:
Helen Lew, CEC, MPM
Email: ********@*****.***
San Ramon, CA
SUMMARY
Proven success in managing multiple large project initiatives or programs of significant scope and complexity to achieve
solutions in process design, reengineering, and customer satisfaction. Exercise sound business and technical judgment
to make effective decisions and quickly adapt to changing organizational priorities and direction. Motivated contributor;
goal oriented; quick learner; and self-starter. Highly efficient, flexible, detailed, and organized. Substantive experience in:
Functions: IT and Business Project Management / Product Management / Business Analysis /
Accounting and Finance Management
Areas: Business Start Ups / Mortgage Lending / Technology / Brokerage Services / Corporate Retail / Banking /
Corporate Real Estate / Personal Credit Lending
PROFESSIONAL EXPERIENCE
GATEWAY BANK, FSB
Consultant – Risk Assessment (3/09 –present)
Review and document internal audit controls in conjunction with regulatory requirements for functional business areas.
• Perform research and analyses of internal policies and procedures to identify gaps and mitigating procedures.
• Make recommendations to minimize risk and close gap findings.
• Prepare project work plans.
E-LOAN, INC.
Risk Management Analyst – Risk Management (8/04 –1/09)
Conducted independent audits on internal controls to ensure compliance with Federal Regulations, including the
Sarbanes-Oxley Act, Fair Credit Reporting Act, and GLB-Privacy Act, among others.
• Evaluated the design and operating effectiveness of controls based on procedures. Determined which
controls should be tested, including controls over all relevant assertions related to significant accounts and
disclosures in financial statements.
• Randomly selected and tested internal controls and procedures.
• Evaluated the likelihood that failure of a control could result in a financial misstatement or constitute a
material weakness.
• Communicated findings to management and external auditors. Worked with management to remedy,
redesign, and re-test any control failures.
GAP, INC.
Project Management Consultant – Information Technology, Corporate IT (3/03– 7/04)
Managed multiple technology projects and led project teams. Ensured all requirements were documented and met, and
that projects were adequately staffed and funded. Managed relations with business and IT partners, as well as vendors.
• Drove execution and successful completion of overall project plan, including timely and effective issues
resolution. Prepared and updated documentation for budget and funding approval.
• Analyzed business needs; synthesized and presented critical factors for decision-making. Translated
process needs into systems solutions.
CHARLES SCHWAB & CO.
Director of Project Management – Corporate Services (7/00 – 12/03)
Directed cross-functional teams, including Marketing, Finance, Operations, Technology, Legal, and Compliance, on highly
visible and large-scale systems infrastructure and e-commerce projects, as well as creation of innovative product
offerings. Managed 3-tier architecture projects involving multiple platforms such as IBM Mainframe, DB2, Web-based
solutions, and Oracle. Projects had high business impact, including achievement of organizational goals and corporate
profitability.
• Implemented projects within scope, timing, and budget to support the growth of over $2 Billion in new
client assets. Followed best practices including the RUP methodology.
• Oversaw multi-million dollar project budgets, including planning, budgeting, and reconciling. Evaluated
alternatives and achieved cost savings of over $500,000 to reallocate to new initiatives.
• Led study effort to identify and reduce product maintenance costs. Estimated savings of $25 Million over
5 years.
• Managed RFP process for both clients and vendors.
Director of Project Management – Risk and Credit Services (3/99– 6/00)
Delivered products and complex IT initiatives for major client relationships, which included identifying key business drivers
and objectives, project scope and detailed requirements, issues and risks, funding, and creating plans to manage those
elements. Led teams responsible for the design, development, and launch of web sites. Established site design, usability
testing, and content.
• Successfully drove to completion within 4 months a full-blown Stock Purchase Plan Web Site for corporate
clients. Delivered product 3 months ahead of schedule, exceeding client expectations, and retaining and
enhancing the client relationship.
• Implemented new web product to increase sales, improve customer service, and reduce internal operating
expenses by $10 Million.
BANK OF AMERICA
Vice President, Product Management – Marketing Transition (10/98– 2/99)
Oversaw programs to integrate marketing activities of different offices in support of company merger.
• Developed action plan to roll out new company branding.
• Collaborated as task force member to create customer retention/incentive programs to increase profitability.
Vice President, Manager of Finance and Projects – Support Groups Finance (1/97– 9/98)
Responsible for financial systems and operational projects, including requirements development and communication of
status and issues to large audiences throughout company. Supervised project manager.
• Managed $25 Million project to develop and implement new Oracle-based application with web component to
increase efficiencies in financial planning and reporting across the firm. Oversaw Bankwide training plan;
managed product rollout to users in multiple regions.
• Directed cross-company team to successfully accelerate month-end accounting close cycle and
streamline senior management reporting packages, resulting in savings to company of $50 Million.
Assistant Vice President, Manager of Accounting Projects - Corporate Real Estate (3/96– 12/96)
Led initiatives to resolve intercompany and occupancy accounting issues throughout company and communicated
changes to senior management. Coordinated special projects.
• Directed the development, testing, and implementation of a new accounting system for property
foreclosure division, resulting in improved tracking and loss reductions.
• Updated multiple Service Level Agreements between Corporate Real Estate and other company legal
entities.
• Successfully implemented new Bank occupancy cost allocation methodology, resulting in improved
reporting for division.
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Assistant Vice President, Manager of Accounting - BankAmerica Mortgage (1/95– 3/96)
Managed accounting staff of 7 responsible for various lending activities, including secondary market portfolio purchases
and daily loan fundings, loan sales, cash position reporting, month-end close and general ledger reconciliations, and
monthly analyses of significant financial issues; prepared divisional planning and reporting analyses.
• Performed due diligence to integrate accounting functions of newly acquired mortgage companies into central
SF office, resulting in efficiencies and staffing consolidation.
• Led business in installation of new loan funding and loan sales system. Initiated improvements in accounting
and operational policies/procedures; successfully rolled out to mortgage offices nationwide.
Assistant Vice President, Senior Accountant - National Consumer Assets Group (6/91– 12/94)
Oversaw accounting activities and loan conversions for personal lending products. Supervised accountant to maintain
financial books for employee loan subsidiary, including the maintenance of FAS-91 amortization models.
• Supported non-CA affiliates on loan system conversions and automation of non-accrual accounting;
reduced manual errors, and increased efficiency. Researched and documented detailed accounting plans;
performed systems testing; managed data and system conversions.
• Provided guidance to Marketing Division in creation of new consumer lending products.
Senior Accountant - Credit Card Division (9/90– 6/91)
Designed spreadsheet models to simplify credit card annual membership fee deferral and amortization entries; prepared
monthly financial analysis of revenue and expense for senior management.
• Conducted audits of statewide Credit Card Division and recommended changes to eliminate potential bank
audit issues.
• Researched appropriate accounting treatment for marketing programs, such as branch incentive, customer
solicitation and retention, and customer purchase protection programs.
Financial Project Analyst - Financial Controller's Division (4/88– 9/90)
Represented Financial Controller's Division on multiple project teams in the development, testing, and implementation of
new retail Bank products and general ledger interfacing systems.
Accountant - Financial Controller's Division (7/84– 3/88)
Prepared detailed monthly analyses of income statement and balance sheet variances. Identified and corrected daily
general ledger mispostings to reduce daily cash reserve requirements of company. Supervised 3 staff members
responsible for company’s parent-level accounting and reporting.
EDUCATION
B.A. ECONOMICS - UNIVERSITY OF CALIFORNIA, BERKELEY
Graduated with ‘Distinction in General Scholarship’
Recipient of CAL Alumni Scholarship, Phoebe A. Hearst Scholarship, Kiwanis Club Scholarship
Proficient in Word, Excel, MS Project, PowerPoint, Outlook
RECOGNITION and AWARDS
Professional Certifications: MPM (Master Project Manager), CEC (Certified E-Commerce Consultant),
Certified QuickBooks ProAdvisor
Charles Schwab – Excellence in Service Award – 10/99
Bank of America – Excellent Performance Awards – 1/99, 2/98, 1/96, 12/93
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