Project Manager Management
Resume:
Keith A. Thomas, MBA, PMP
***** **** **** *,, **** Palm Beach, FL 33412
Cell: 561-***-**** – eMail: abnwi5@r.postjobfree.com – URL: www.LinkedIn.com/in/kalext
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PROFESSIONAL SUMMARY
As an assertive professional with several years of experience in business, technology, and financial operations, I bring to t he
enterprise proven leadership skills with a collaborative, results-oriented approach. My value proposition is to provide the
organization with effective leadership in a business, financial, technology, process, and/or project management capacity.
EDUCATIONAL BACKGROUND
Higher Education
- MBA - Financial Services Management - Nova Southeastern University, Fort Lauderdale, FL - 1995
- Bachelor of Science - General Business - Excelsior College, Albany, NY - 1986
- Professional Diploma in International Banking - American Institute of Banking, New York, NY – 1982
Project & Quality Management Certification
- Professional Certificate - Building a Successful PMO - Florida Atlantic University, FL - 2008
- Certified Project Management Professional (PMP) - Project Management Institute, USA - 2004
- Certified Six Sigma Black Belt (SBB) - Process Quality Management - Smarter Solutions, Inc., Austin, TX - 2000
- Certified Lead Quality Assessor - ISO9000-QS9000 (CQA) - Stat-A-Matrix Institute, Edison, NJ - 1995
Technology Skills & Tools
- Web design and deployment: IIS, PHP, HTML, DHTML, ASP, ASP.net, Flash, CSS, and FrontPage
- Programming concepts: SQL, ADO, ADODB, ODBC, DAO, OOP, SPs, functions, and methods
- Application development: Visual Studio.Net, VB 6.0, VB.Net, PHP, Dreamweaver, and Flash
- Relational Databases: SQL Server, MySql 5.0, and MSAccess 2007; Familiar with Oracle 11i
- Other Tools: Crystal Reports, VBScript, Jscript, MiniTab, Adobe PageMaker, and Quickplace
- Graphic design: Adobe Photoshop, Illustrator, Flash, and Fireworks, and MacroMedia Freehand
- Operating Systems: Windows NT, 98, 2000, 2003, XP, Vista, UNIX, and Linux; Network: TCP/IP, Peer-to-Peer
- Governance Tools: Mercury ITG, ABT Workbench, and Remedy - Asset Management: WASP Technologies
- Microsoft Office Tools: Microsoft Office Suite, Microsoft Visio, Microsoft Project, and Microsoft Publisher
Business Acumen & Project Leadership
- Experience with PM methodologies: Linear, Agile, Waterfall, Spiral, Iterative, and SCRUM ; Familiar with RUP
- Experienced in the PM discipline, the PMBOK, protocols of ITIL, CMMI, and Life cycles: PMLC, PLC, and SDLC
- Strong Six Sigma skills in defects tracking; expertise in process improvement and quality management
- Strong expertise in documentation development, technical writing, and developing CBT materials
- Proven process reengineering expertise in financial, manufacturing, and technology operations
- Experienced in domestic and international banking, insurance, and financial services operations
- Experienced in clean and documentary collections, refund recovery and investigative research operations
- Strong financial, business, and credit analysis skills, and financial services management expertise
- Experienced with budgeting, forecasting, financial modeling, and analyzing performance trends
- Familiar with the GAAP guidelines, SEC regulations, and competent in full-charge bookkeeping activities
- Full-charge business accounting experience (Journal, AR, AP, GL) including financial statements preparation
PROFESSIONAL ENTREPRENEURIAL EXPERIENCE
Managing Director/Owner
Educational Publishing (EIN: 13-4247622) WPB, FL (07/03 - Present)
This eCommerce publishing company offers a unique learning experience in project management, six sigma, and real estate
concepts under educational-entertainment. Products are distributed through CDs and paperback books via the company’s
official website. My responsibilities include strategic decision-making in product development, business development,
marketing, sales, distribution, all P&L and other financial management activities of this business-technology enterprise.
Business educational-entertainment products include:
Project Management Workshop (CD)
Six Sigma Workshop (CD)
FL Real Estate Workshop (CD)
Project Management Games (paperback workbook)
Keith A. Thomas, MBA, PMP
12795 75th Lane N,, West Palm Beach, FL 33412
Cell: 561-***-**** – eMail: abnwi5@r.postjobfree.com – URL: www.LinkedIn.com/in/kalext
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Managing Director/Owner
Management Consulting (Lic.# 256424-4) Miami, FL (4/89 - 6/96)
This financial management/business consulting company offered services to start -up and maturing small businesses in the
South Florida region. We also provided business publishing services and creative marketing concepts to direct ma rketing and
printing clients. As an independent contractor, I provided quality management consulting expertise on business process
improvement (BPI) projects for companies across the United States and in PR. Industries included, but not limited to:
Process Improvement - Energy/Natural Gas Manufacturing - Cleveland, OH
Process Improvement - Pressed Wood Manufacturing - Evansdale, OH
Process Reengineering - Halogen Lamp Manufacturing - Fajardo, PR
Process Improvement - Food Processing & Distribution - Columbus, GA
Process Reengineering - Telecommunications - Irving, TX
Process Reengineering - Financial Services Operations - Los Angeles, CA
Process Improvement - Hearing Aid Manufacturing - Minnetonka, MN
Pricing & Marketing Analysis - International Courier - Miami Lakes, FL
Budget & Forecasting Analysis - Hospitality & Entertainment - Fort Lauderdale, FL
PROFESSIONAL ENTERPRISE EXPERIENCE
Project Manager/Business Analyst (12/06 – 5/08)
Financial Investment Management, Palm Beach Gardens, FL
My core responsibilities involved managing project resources effectively to deliver enterprise projects within schedule, cost,
scope, and quality within established expectations. As project manager and business analyst, my achievements included:
Managed the implementation of the enterprise client relationship management (CRM) solution.
Managed the implementation of the financial management enterprise resource planning (ERP) solution.
Managed the deployment of stand-alone technology solutions such as the corporate asset management system.
Managed the integration of the trade operations cash flow system, and the enterprise email solution.
Gathered business requirements as a liaison between the business units and the technical teams.
Reviewed all business cases to ensure proper corporate alignment and profitable ROI to the enterprise.
Presented initial plans to implement the Project Management Office (PMO) into the organization.
IT Production Support Manager (3/05 – 12/06)
Security Services Technology, Boca Raton, FL
The Production Support group ensures the Information Delivery (ID) unit meets the data requirements of the enterprise
through the various data delivery solutions. This unit responds expeditiously to business intelligence (BI) reporting service
level agreements (SLAs) to resolve issues affecting delivery of critical enterprise data. Achievements included:
Managed the production support unit in ensuring accurate data delivered to specific enterprise divisions.
Validated performance management dashboards, business intelligence reports, and data delivery solutions.
Managed the deployment of Business Objects XI Release 2 business intelligence solution, with Infoview reporting.
Analyzed performance trends, forecasts, variances, and cycle -time metrics for improvement recommendations.
Developed the knowledge base repository of reporting metadata and protocols for ID business intelligence
Managed the Hyperion-Essbase unit, which provided financial data services and reports to the enterprise.
Sr. Business Analyst/Project Manager (9/01 – 11/03)
Managed Care Financing & Insurance, Plantation, FL
The responsibilities of this position were customer-facing and required strong liaison between business units, customers, and
IT teams. Gathering and interpreting accurate business requirements were key success factors for successful deployment of
the managed care refund recovery and collections solution, and further enhancements to critical processes in boarding new
clients to the systems. As Sr. Business Analyst and Six Sigma project facilitator, my achievements included:
Facilitated several projects to incorporate (on-board) new clients into the process workflow for Workers
Compensation, FMLA, STD, LTD, and other provider-related healthcare management plans.
Served as liaison between physicians, employers, patients, and nurse in managed care plan relationships.
Initiated the enhancement project to improve the managed healthcare Request for Proposal (RFP) process.
Developed a refund recovery solution to increase cost savings in managing the billing and collections processes.
Keith A. Thomas, MBA, PMP
12795 75th Lane N,, West Palm Beach, FL 33412
Cell: 561-***-**** – eMail: abnwi5@r.postjobfree.com – URL: www.LinkedIn.com/in/kalext
_______________________________________________________________________________________________
Sr. IT Practice Manager/Project Consultant (6/00 – 3/01)
Mortgage Banking Technology, West Palm Beach, FL
As a Six Sigma Black Belt consultant, my mandate was to analyze the performance of the company’s vendor management
billing system, and other internal business processes, and offer recommendations for measurable process improvement in the
tracking and billing processes with targeted cost savings of over $200,000.00. Notable achievements included:
Recommended improvements for the collection system with savings of over $200K after implementation.
Initiated the integration the collection process of the vendor management system to the call center.
Facilitated the initiation phase for the implementation of the Siebel CRM system to the enterprise.
Managed the development and deployment of a prototype for an online banking touch-screen kiosk system.
Developed the process documentation for the supplier community online portal for a national bank.
Associate Director of Financial Operations (6/96 – 6/99)
International Insurance & Investments, Springfield, MA
This division focused on establishing overseas branches through merger and acquisition initiatives. As operations director, my
major deliverables included the effective implementation of 3 enterprise (ERP) financial solutions, which included fund
management and insurance administration systems. I also trained staff in back-office administration operations, and
developing financial operations protocols for each subsidiary in Bermuda, Luxembourg, and Chile. Achievements included:
Developed protocols, procedure manuals and other training documentation for life administration systems.
Implemented fund accounting protocols, guidelines and other operations training documents and procedures.
Developed operational schedules and procurement requirements for approved international M&A initiatives.
Assisted underwriters in risk management processes and actuaries in product research and development.
Assistant Vice President/Assistant Treasurer (9/81 - 4/89)
Domestic & International Banking, New York and Florida
This global financial institution had a significant presence across the United States. In Miami, my assignment focused on
managing the private banking (high net-worth) retail operations of the branch. In New York, I managed two units of the
international trade finance (credit and collections) division. At both locations, I effectively supervised, coached and ment ored
a combined staff complement of up to 30 individuals, including 5 direct reports. As Manager, my achievements included:
Deployed tactical steps in recovering almost $200K of lost funds within 6 months for the NY Investigations unit.
Completed a 3-year bank management credit training program focused on consumer and commercial lending.
Instrumental in the implementation of the IBS36 -AS400 enterprise banking system for large scale transactions.
Directed bank operations staff in performing regulatory reporting and compliance management activities.
Managed Accounting, Commercial Loans, Money Market, Clearing House, Authentication, and Treasury functions.
Managed the P&R, Investigations, Collections, Regulatory & Compliance, and Cashier (deposits/retail) departments.
Short-Term Independent Contractor Assignments
Project Manager/Developer/Contractor (Casino Cruise: 4 months: 4/01 - 8/01)
Developed a player activity tracking and reporting system for a casino cruise firm in Florida.
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Sr. Process Specialist/Contractor (Hospitality, Cruise & Travel 1/00 - 6/00)
Supervised 5 business analysts through critical IT process development projects.
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Infrastructure Management/Contractor (eCommerce Entertainment: 4 months: 7/99 -11/99)
Managed the transition of the inventory system between the company and the new vendor.
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Other Licenses and Certifications
Florida Real Estate License # SL3112700 - Issued by the DBPR, State of Florida - 2005
Project Management Certificate – Essentials of PM & PMBOK – Villanova University, FL - 2004
Project Management Certificate – Project Management Development – Project Mgmt. Inst., FL - 2002
Series 6 Financial Services Representative License #7962: Issued by the NASD - 1994 (Expired)
Life & Health Insurance Agent Lic: #VM949 – Issued by the Dept of Insurance, Florida - 1988 (Expired)
Bank Secrecy, Regulation & Compliance – Banking Administration & The U.S Dept of Treasury, FL - 1987
Management Credit Program (3-yr) – New York University & Barclays Bank, New York, NY – 1985
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