Project Manager Management

Richard Ungar

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

Voice: 718-***-**** Brooklyn, NY 11219 *********@***.***

Project Management – PMO – Senior Analyst – Quality Assurance – IT Instructor

Senior management consultant with many years of progressively responsible and consistently productive Information Technology experience. Fully understands business and is results and profit oriented. Ability to use computers or manage its use to be a meaningful tool at an affordable cost. Is interested in meeting the needs of the user rather than the level of sophistication of the computer. Possesses over 15 years of experience in the financial and brokerage industry. Highly effective in:

Project Management Office

Business Analyst

Analytic Skills

User Requirements

Program Manager

Communications

Project Financials

Change Management

Project Manager

User Sensitivities

Budgeting

Team Building

Project Portfolio Management

PMO Tools

Project Planning

Project Facilitation

Management Presentations

Project Analysis

Project Coordination

Project Tracking

Solution Management

Systems Design

Milestone Tracking

Consensus Building

Dodd Frank

SDLC

Strategy Development

Risk Assessment

Regulatory / Compliance

Quality Assurance

QA / UAT Testing

Metrics Reporting

Highlighted Career Achievements

At Bank of America: as Project Manager, engaged internal clients to subscribe to the bank’s archival services offerings as a SaaS. Analyzed customer requirements, guided clients through the archival on-boarding process and manage over 50 archival projects to completion.

At Morgan Stanley: Program/Project Manager for Non Client On-boarding and covering manager for Dodd Frank projects. Responsible for budgets, resources, Business & IT specifications, application development, testing and implementation as well as senior management status reporting.

Set up a Project Management Office for an Infrastructure Support Portfolio Management department within a multi-billion dollar organization (B&H Photo), using Primavera. Established project profile reporting elements and integrated them within the Primavera Project Management tool, reduced initial 300 projects by 50% and liaisoned with the end user staff to meet their support service requirements, on time.

As senior PMO manager for Merrill Lynch, performed Project Tracking & Reporting, Project Governance Approval Tracking, Project Budget & Expenditure monitoring and Human Capital Monitoring, Reporting and Fulfillment.

Project Managed module turnovers for a JP Morgan Chase effort to convert all of their retail banking applications to Systematics - a vendor package; then assisted merge efforts, with another major financial institution.

Conducted Feasibility Studies, Strategic Planning Sessions, User Requirements, Package Evaluations and total systems development projects - from start to finish.

Performed a survey of the shared support departments for Chase in order to develop recommendations for improving operating efficiency. Presented over 75 recommendations for improvement and computerization, many of which were implemented during the same year.

Architected, designed, built and managed an Integration Test Facility for the New York Stock Exchange (SIAC) for Integration Testing and check-out of 40 major applications for T+3 Settlement and One Day Settlement - Adjustments.

Professional Experience

Nursing Personnel Homecare, Brooklyn, NY 7/16 – Present

Project Manager: Profitability/Financial & Day-to-Day Operations Reporting

Short-term assignment to review client’s corporate’s management reporting system and recommend/develop an improved process and provide additional suggested management reports for Corporate Finance and Day-to-Day Operations.

Concord Advice 3/17 – 6/17

Management Consultant: PCI SAQ Schedule D (Self-Assessment Questionnaire)

Short-term assignment to advise and assist client in completing and passing PCI’s (Payment Card Industry) Self-Assessment Questionnaire (80+ pages) and satisfy all audit requirements. Includes review and remediation of client’s Policies and Procedures to meet all of PCI’s audit mandates.

Bank of America, NYC 9/14 – 4/16

Project Manager: Data Archival Operations/Engagement for Dodd Frank CFTC Rule 1.31

Engaged internal clients to subscribe to the bank’s archival services offerings as a SaaS. Responsibilities included: analyze customer requirements, guide clients through the archival on-boarding process, create and execute services to support records management policies. Manage over 50 archival projects to completion.

Pershing, Jersey City, NJ 12/13 – 7/14

Project Manager

Project Manager for 9 Projects handling conversion of a new client to Pershing. Responsibilities included: resource management, requirements, design, development, testing and management utilizing of on-shore and off-shore resources. This was an intensive time-boxed effort requiring planning, coordination, identification of risks/issues/resolutions and end-client user interface.

Morgan Stanley, NYC 2/12 – 6/13

Project Manager

Program and Project Manager for Non Client On-boarding and covering manager for Dodd Frank projects. Managed all phases of the Project Live Cycle from planning through post-implementation review. Heavily involved in project planning, user requirements development, QA and UAT. Responsible for budget and resources. Also supported planning for Business Process Management and Core Services and worked as PMO on Portfolio Project Management & Prioritization, using HP PPM and MS Enterprise Project.

New Era Solutions, NYC 8/11 – 2/12

PMO/Project Manager

Responsible for consulting firm’s development staff, deliverables, commitments, and assignment schedules. Short-term contract to help organize the firm’s Project Management functions.

Credit Suisse, NYC 4/11 – 7/11

IT Program Services Project Management

Responsible for planning the transformation, rollout and metrics reporting of an in-house developed testing methodology for the Investment Banking Global Quality Assurance department. The methodology contained 75 artifacts and a half dozen process models. The department was supported by more than 300 testers located in the US, UK, Singapore and India.

B&H Photo Video Pro-Audio, NYC 5/08 – 1/11

Project Management Office (PMO) 2/09 – 1/11

Responsible for setting up an IT PMO for Portfolio Management - monitoring, tracking and reporting for 5 Directors’ areas of responsibility, using Primavera 6.2. Pared down over 300 open projects by 50 percent. Responsible for Service and Software Scheduling and Delivery. Desktop Services and Infrastructure requirements were monitored and managed under critical budget and timing constraints. Also managed a PCI / Regulatory effort to insure compliance and certification.

Project Manager 5/08 – 1/09

Responsible for the development and implementation of 2 client projects: Web Live Chat and development of a new web site dedicated to support the client’s Customer Service functions. Implemented a hosted Web Live Chat & Email package 2 months from package selection – supported 7 user departments utilizing 40 agents 10 hours/day. Customer feedback ratings reported exceptional satisfaction. Matrix managed 15 personnel.

Merrill Lynch, NYC 10/05 – 5/08

Project Manager 8/07 – 5/08

For the Structured Credit Platform managed 11 offshore testers in India, for a Fixed Income, Commodities & Credit (FICC) new application. Responsible for tester training, test case definitions, defect tracking, metrics reporting and test scheduling. Implemented Mercury’s Quality Center for capturing and storing Requirements, Test Cases, test execution and defect capture, tracking and reporting.

Developed process improvement recommendations and initiatives to facilitate and streamline testing of FICC’s new credit platform in New York, London and Singapore.

Project Management Office (PMO) 10/05 – 8/07

As a senior member of the Global Markets and Investment Banking Technology PMO group, was responsible for Budget Appropriations Requests, Quarterly Appropriations Progress Summaries, scorecards, dashboards, monthly and quarterly Governance reporting and personnel recruiting for this $100MM 2,000 technical resource area.

Senior member of the CMMI task team responsible to monitor, advice, recommend and assist with the implementation of key initiatives to upgrade the Investment Banking’s CMMI rating.

Citibank, N. A., Long Island City, NY 2/05 – 8/05

Management Consultant

Was responsible for all QA functions related to project planning, testing (IST, QA, UAT) and rollout. Consulted on a CRM development project (PIR) - Release Upgrade and a Monitoring & Tracking Production Defect Reporting system for Citibank’s Concierge system.

Ivy Asset Management Corp. (The Bank of New York) 5/04 – 2/05

Project Manager, Garden City, NY

Responsible for establishing a QA department from scratch, to apply QA standards and procedures for the organization’s rollout of proprietary asset management web enabled applications. Ivy, a subsidiary of The Bank of New York, is a leading multi-manager alternative investment specialist (hedge fund) that manages portfolios in excess of $15 billion of investor capital.

Cendant / Avis Rent A Car, Garden City, NY 12/02 – 4/04

Project Manager

Responsible for application development enhancements in support of business initiatives to expand the Car Rental Reservation System to accommodate Avis Europe Pre-Pay rental programs. Responsible for establishing a $500,000 budget, resource planning, Requirements Definitions, project development, QA and UAT testing.

Deutsche Bank, Jersey City, NJ 4/00 – 2/02

Project Manager

Responsible for QA/UAT testing of e-Custody - Web Enabled Reporting System. Application contained 80 major Global Custody Reports for national and international clients. Was responsible for a team of 10 – 15 testers, comprised of employees and consultants. Prepared the Test Plan, Test Cases and repeatable Test Scripts. Worked closely with the Data Warehouse group to establish Test Beds for multiple product and version testing. The QA effort included: User Specification validation, End User Guide testing, Defect and Issue identification, control and resolution monitoring as well as Cross Product Training and Support. Test environment consisted of IE versions 4.X and 5.X, Netscape, Active-X, JAVA under VM 5.X, JAVA off-line plug-in and Crystal Reporting. Utilized Mercury’s WinRunner and Test Director for defect tracking and reporting.

Ziff Davis Media, Inc. (Publishers of PC Magazine, etc.), NYC 10/99 – 3/00

Project Manager

Was responsible for resource allocation and planning, release date scheduling and project risk management. Was also responsible for monitoring, tracking and controlling the Y2K Remediation Implementation Phase of 265 Applications, 200,000 End User Computing Spreadsheets and Remediation of Show Services Events infrastructure equipment.

Credit Suisse First Boston, NYC 12/97 – 9/99

Project Manager

Planned, developed, implemented and managed a methodology for performing YEAR 2000 Industry Street Wide Testing and Future Date Testing. Responsible for coordinating diverse systems and applications testing - spanning over: 200 Applications, three mainframes and more than a dozen Industry Wide Tests for both New York and European operations. Developed Project Plans, defined Infrastructure requirements and acted as liaison between End-Users, Applications Development staff and Data Center support personnel.

Chase Manhattan Bank, NYC 8/95 - 12/97

Project Manager

Planned, developed and implemented all project management related functions, tasks and documentation for the introduction of Check Imaging and Image Statements, to replace conventional check return to the bank’s customers. Coordinated efforts of in-house staff, IBM and third party vendors in installing and implementing Image Applications in the Northeast and Southwest for the processing of over 375,000 customer accounts.

Planned, scheduled and coordinated all phases of the Project Life Cycle including: Requirements Definition, Development, Integration Testing, Disaster Recovery, Quality Assurance and User Acceptance Testing. Prepared, scheduled and conducted bi-weekly Project Status and bi-monthly Project Steering Committee Meetings. Meeting attendees were: Directors, Senior Managers, Project Managers, stakeholders and team members. Identified project deliverables, created and updated project budgets. Participated in Best Practices review sessions.

SIAC (Subsidiary of the NY Stock Exchange), Brooklyn, NY 3/94 - 6/95

Project Manager

Architected, designed, built and managed an Integration Test Facility for QA Testing. The test facility included an automated JOB scheduler (CA7), a print spooler (SAR), DataTrak for capturing and storing input transactions and AutoRoute for creating and distributing output media to participant members. The ITF supported three environments for Integration Testing as well as Product Testing. All environments were populated with copies of Production JOBs and override libraries for test JOBs, PROCs and programs.

Was responsible for the design, documentation, implementation and management of the facility, as well as Turnover, Operating and Test policies and procedures. Determined Test Scenarios, Test Quality Assurance methods and conducted over 50 Integration Tests that consisted of 350 JOBs per test and used over 20 days of Production data combined with test transactions.

Test Cases, Test Scripts, Test Data, Operating Run Schedules and Error Tracking procedures were developed and installed in phases. The test environments were built to simulate Production operations in a 3-Day Settlement (T+3) world and One Day Settlement for Adjustment (ODS). The test facility was permanently added to the client’s site as a tool for testing changes to Production in a simulated Production environment.

Consulting Engagements

Nursing Personnel Homecare 2016 – Present

Concord Advice 2017 – 2017

Bank of America 2014 – 2016

Pershing 2014 – 2014

Morgan Stanley 2012 – 2013

New Era Solutions 2011 – 2012

Credit Suisse 2011 – 2011

B&H Photo 2008 – 2011

Merrill Lynch 2005 – 2008

Citibank 2005 – 2005

Ivy Asset Management Corp. 2004 – 2005

Cendant Corp 2002 – 2004

Deutsch Bank 2000 – 2002

Ziff Davis 1999 – 2000

Credit Suisse 1997 – 1999

Chase Manhattan Bank 1995 – 1997

Education

New York University, MBA; Computer Applications & Information Systems

Pratt Institute, CDP; Business Systems and Computer Operations

IBM, Strategic Planning

Industry Knowledge

Asset Management

Brokerage

Corporate Actions

Custody

Capital Markets

Equities

Fixed Income

Hedge Funds

Finance

Portfolio Accounting

Dodd Frank

Regulatory / Compliance

Treasury

Investment Banking

Experienced Rated Insurance

Retail Banking

Manufacturing

Inventory & Depletions

Distribution

Retail Marketing & Sales

Accounting

General Ledger

Order Entry, Billing & Invoicing

Purchasing

Human Resources

Payroll / Time Sheets

Technical Skills

Project Office Management

SharePoint

MS Project Server

Yourdon Business Design (SSBD)

Business Modeling

Case Tools

JIRA

QA Testing – IST, UAT, E2E

Project Workbench

Quality Center

Primavera

Structured Systems Analysis-SSA

Windows Operating Systems

Troubleshooting

MS Visio

MS Office Suite

McCormick & Dodge

MSA Human Resources

Software International

Systematics

Contact this candidate