Project Manager Quality Assurance

SCOTT C. MILLER, PMP

*** ******* ****, ****** *****, New Jersey 07424-2400

H: 973-***-****, C: 973-***-****, *******@*******************.***

http://www.linkedin.com/in/scottcmillerpm/

SENIOR PROJECT MANAGER / SENIOR BUSINESS ANALYST

Hands-on Financial Services IT expert seeking consulting engagements in Financial Services and related business domains, serving organizations seeking an experienced pro who is up-to-date with the latest methodologies.

Project Management, Project Plan Creation and Monitoring, Resource Allocation and Tracking,

Business and Technical Analysis, Data Modelling/Sourcing, Financial Data Warehouse Design/Implementation,

GAP Analysis, Regulatory Reporting, Requirements Analysis, Budgeting and Cost Control,

Risk Management, Reporting and Escalation, QA/UA Test Plan Creation and Execution

TECHNICAL EXPERTISE

Microsoft Office Suite • Visio • Project • Windows Server

Coding/scripting languages • JavaScript • VBScript • XML • XSL • CSS3 • HTML5 • Visual Basic • Transact-SQL • HTML

Other technologies • Crystal Reports • SQL Server

PROFESSIONAL EXPERIENCE

I Squared R Associates 2013 to Present

Senior Consultant in Project Management, Business Analysis

Independent IT consultant, offering a wealth of experience with top tier Financial Services firms, including project management, business requirements analysis, data mapping, and documentation, deriving system requirements to coordinate effectively with business functions. Excellent communications skills dealing with clients, senior management, program teams, project working groups. Works well in a matrixed environment, able to manage multiple projects simultaneously.

VistaOne Solutions 2011 to 2013

Senior Project Manager, Professional Services Group

Led first two integrated solutions projects by this company, managing a combined budget of $1.7M, and driving performance in operations currently still underway. Managed a diverse, multi-national team in providing major upgrade project to client with outdated version of the InterView product line. Identify project requirements, integrate resources to manage issues, and ensure all operations achieve corporate goals. Drove development of best practices to be implemented across a number of projects, ensuring on time delivery within budget constraints.

Select Accomplishments:

• Delivered InterView upgrade project on time and within client-requested adjusted budget.

• Assisted in winning projects worth in excess of $495K in revenue for 2013.

Project/Client Descriptions:

• Project Manager, Managers Investment Group – managed the first project attempting to integrate the vData SQL Server-based ETL and Data Warehouse product with the vReporter reporting product. Uncovered many difficulties in interfacing the two products because of incompatibilities in data storage methodologies, timing and and technical limitations on data linking in vReporter.

• Project Manager of the vData portion of TIAA-CREF (pension fund manager/investment manager) implementation – this project attempted to build on lessons learned in MIG to more efficiently build out the “v” products into a single integrated solution. Led pre-sales team for the Integration Study phase.

• Project Director for the Fiduciary Trust Company version upgrade to latest vData release. Included migration of Crystal reports to SSRS, conversion of ETL process to use latest VoS components.

• Pre-Sales support, winning vData version upgrade projects worth in excess of $495K in revenue for 2013. Clients affected: PNC Wealth Management, BNYM Fund Accounting, ALPS, CIBC Prime Brokerage.

Netik LLC 2002 to 2011

Senior Consultant, Professional Services Group

Managed new client implementations and version upgrades of business intelligence and performance measurement suite, leading cross-functional teams of up to 10 associates. Maintained and cultivated relationships with various client business and technology personnel across the United States, Canada, South Africa, and various UK countries.

Select Accomplishments:

• PM/BA bringing projects in on time and within budget for projects averaging $450K for implementations and $185K for version upgrades.

• Major contributor in driving up to 90% of revenue of the PS Group during periods of low new sales.

• Client-facing training resource for Netik staff in New York, London, Santa Clara and Bangalore

Project/Client Descriptions:

• CIBC Prime Brokerage – Project Manager for complex version upgrade which involved simultaneous upgrade of Advent Geneva and Netik InterView plus Geneva Adapter interface.

• Fiduciary Trust Company – Project Manager for installation and configuration of base InterView ETL/DW/reporting product, portfolio performance measurement and post-trade compliance rules engine. Project Manager on two subsequent version upgrades.

• Fortis Bank (f.k.a. MeesPierson) – Project Manager for upgrade from Windows-based to web based ETL/DW/reporting product.

• Pershing Prime Brokerage – Project Manager for installation and configuration of base InterView ETL/DW/reporting product, plus post-trade compliance. Project Manager for subsequent very complex version upgrade which involved simultaneous installation of Advent Geneva and the Netik Geneva Adapter interface, plus implementation of Portfolio Performance engine.

• PNC Wealth Management – Project Manager installation and configuration of base InterView ETL/DW/reporting product, plus portfolio performance measurement. Two subsequent version upgrades.

• Other clients: ALPS Inc., Bank of New York Mellon, Fidelity Investments, Fortis Bank, Investec, Old Mutual Asset Management, PFPC Fund Accounting, PFPC Custody, Plante Moran, SEI

Montclair Financial Technology 1996 to 2002

Director of Client Services

Managed the final delivery of Invision product line, managing teams of up to five on implementation projects for clients such as Wachovia, Prudential, Fiduciary Trust, and Citibank. Provided pre-sales support, plus technical support as well as quality assurance testing for new product releases, client training, and custom report development and delivery.

Select Accomplishments:

• Delivered implementation projects on time and within budget for projects averaging $250 for new implementations and $150K for version upgrades.

• Reduced client costs by 20% through ongoing technical support, improving hotfix delivery time by 100%.

• Conducted quality assurance testing for new product releases, thus reducing cost/time to implement.

Montclair Financial Technology 1993 to 1996

Senior Consultant

Provided delivery of architecture builds and project management oversight for various clientele. Performed business requirement analyses, redesigned processes, and reengineered various internal procedures to ensuring ongoing support of clients. Maintained functional design, test plan development, and implementation of global support programs. Managed installation and enhancement projects for companies such as Chase Bank and the United States subsidiary of the Industrial Bank of Japan.

Select Accomplishments:

Industrial Bank of Japan

• Business requirements analyses for global custody; functional design, test plan development and business analysis for their Global•Plus implementation at IBJ Schroder subsidiary; functional design of the securities movement and control enhancements which were added to Global•Plus subsequent to initial installation.

• Redesign of fee processing procedures, resulting in a net gain to IBJ of $100,000 in the first year due to improved efficiency (headcount reduction) and improved collection of fee revenue

• Reengineering of securities lending procedures, generating an additional $125,000 in the first year.

Chase Manhattan Bank

• Definition of an information delivery architecture for the global investment services unit.

ADDITIONAL EXPERIENCE

Independent Consultant – Dai-Ichi Kangyo Bank

Vice President, Management Consultant - Bankers Trust Company - Global Investment Management

Vice President, Division Head/Private Bank Technology - Bankers Trust Company - The Global Private Bank

Vice President, Technology Planning - Citibank, N.A. – Global Private Banking & Investment Division

Vice President, Division Head – Citibank, N.A. – Domestic Private Banking & Investment Division

Assistant Vice President, Brokerage Technology – Warburg Paribas Becker

CERTIFICATIONS

Project Management Professional

Project Management Institute

EDUCATION

Master of Business Administration, Finance (Investment Analysis)

Rutgers University, Newark, NJ

Master of Science, Physics (Astrophysics)

Rensselaer Polytechnic Institute, Troy, NY

Bachelor of Science, Physics

Rensselaer Polytechnic Institute, Troy, NY

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