Management Project
Resume:
*****@*************.***
Castle Rock, Colorado
EDUCATION
MBA, FINANACE
UCLA, Anderson School of Management
BA, Economics
Stanford University
SKILLS
PROFESSIONAL
Executive Presentations
Excellent communicator
Financial Domain
Commercial Banking
Investment Banking
Capital Planning
Financial Analysis
Large Picture Thinker
Competitive Market Positioning
Client Needs Assessment
Profitability Reporting
Sensibly Analytic
Building Business Cases
Mergers and Acquisitions
Planning & Budgeting
Account Analysis
Project Management
Leading Technical Teams
Process Improvement Re-engineering
Operating Efficiencies
TECHNICAL
Analytics
Database
Advanced Excel
Data Center
Data warehouse
Oracle SQL
Oracle PL/SQL
MySQL
HeidiSQL
PostgreSQL
Data Analysis
OS-scripting
Toad
SQL Developer
Business Objects
Risk Modeling
FlexManage
Data Migration
Functional Requirements
Visio
SharePoint
VMWare
High Availability
Trend and Time Analysis
Change Management
PROJECT MANAGEMENT PROFESSIONAL
With an impressive footprint in Project Management, Finance and Information Technology I’ve added exceptional value as liaison between business and technical groups. As a leader and an expert consultant, my experience moves the needle in strategizing, leading cross-functional teams delivering fundamental change, improvements in strategy, processes and profitability increases.
With degrees in Economics from Stanford University and a MBA from UCLA in Finance, I’ve always been instrumental as the link between business and technical staff, C Level Executives in IT, Business Units and Project Management functions including the PMO.
I have benefited from the mentor/protégé system and have always used it to bring my people and teams along. My protégés won both the Chairman’s award and the News Corporation awards at DIRECTV.
AREAS OF EXPERTISE
Strategic Planning & Operations
Process Improvement
Change Management
IT Service Management
Client and Vendor Relations
Jira, Planview, Visio, MS-Project
Cross-functional Team Leadership
Excellent negotiating and consensus building with teams and vendors
Vendor oversight and control
Infrastructure buildouts
Market Research & Planning
Product Management
Oracle PL/SQL, SQL Developer, Toad
Financial Domain, Budgeting and Planning
Technology Implementation
Financial domain experience in Commercial and Investment banking
Equity and Merger Due Diligence
Debt packaging and securitization.
Operating leases and Tax sale transactions
Advanced Excel
CA Technologies Capacity Management Suite (HyPerformix)
oPerformance Optimizer
oCurrent Capacity Reporter (CCR)
oCapacity Control Center (CCC)
ServiceNow and Oracle messaging
ACHIEVEMENTS
Business Intelligence and Project Management
Highly effective in identifying and analyzing risks and issues, proposing mitigation approaches including establishing contingency plans and providing transparency for projects.
Very experienced with both Waterfall and Agile at GE Capital, Fujitsu, Intuit, DIRECTV, GE Capital ResCom using a wide variety of tools including Jira, GitHub, MS-Project, ServiceNow and Planview.
ServiceNow messaging integration with CA Technologies Massaging subsystem in Oracle at GE Capital.
Highly effective in moving the needle in dozens of instances such as Software acquisitions, platform migrations and systems implementations under both waterfall and agile methods at GE Capital, Fujitsu, Intuit, DIRECTV, GE Capital ResCom.
Designed and implemented about 20 Data Adaptors that provide the ETL functionality across the Oracle and Web environments at GE Capital, Fujitsu and Intuit for over 8 years.
Used Oracle PL/SQL to support business case at GE Capital avoiding $6 Million CapEx hardware spend
Expert Performance tuning PL/SQ, Packages, Stored Procedures, triggers and ETL Code
Excellent understanding of core Business processes and the data needed to drive those processes
Delivered Projects using various execution methodologies; including Agile iterative, waterfall, and others with control tools including MS-Project Jira, Planview, Visio and others.
Lead financial data migration of lease object model from STMS to SAP in aggressive new DIRECTV business model. Completed installation in record time fulfilling aggressive CEO promise and saved $1.1M
Built a ‘Single Pane of Glass’ Reporting Tool on virtual infrastructure including server and storage utilization. Allowed Intuit’s business units to pare costs 50% in 3-year period (over $30 million).
Acquired and Implemented modeling software providing visual and statistical views of physical, virtual, and cloud IT infrastructures. Saved DIRECTV over $155 Million in call center costs and customer saves in a 3-month period
Technical Project Management lead roles on Calidus, Neural Technologies Fraud Management System, Intrusion Detection on directv.com, LDAP, Intellectual Property Management and two dozen other products saving DIRECTV over $100 million on piracy costs alone
Led 6-member team in building a 911 certified address database of over 5 Million Addresses with 0% error rate in under 6 weeks
Finance
Reduced ARCO’s financial leverage and Bank of America capital ratio and Federal Reserve pressure with innovative Sale/Leaseback plan on LA’s iconic ARCO Towers
Lead several bond issues liquidity facilities, mortgage and other debt securitizations.
Progressive commercial Paper placement for Pacific Lighting in Netherlands Antilles saved $15 million
Fluent in Advanced Finance, Compliance, Legal and HR concepts, enabling fluent communication with business stakeholders
Managed Accounting and Audit Personnel; handled tax and audit issues in the UK, Belgium and Germany
Supervised Law firms’ activities on leasing, receivable discounting and corporate matters
Saved 890,000 DM in complex Kingdom of Belgium split currency transfer
Leveraged FASB 8 opportunity to sell novel 10-year bond offering for AMI. Sold at an amazing 77 basis points under treasuries saving AMI $25 Million
WORK EXPERIENCE
PRORAM MANAGER and REPORTING SPECIALIST
GE Capital through MphasiS Castle Rock, Colorado August 2014 – May 2018
GE Capital was a $26.5 Billion manufacturer, financial services and digital products company
Established a Capacity Management Database; kept applications upgraded to latest versions
Led the ServiceNow integration with CA Technologies Massaging subsystem in Oracle at GE Capital.
Designed and implemented about 20 Data Adaptors that provide the ETL functionality across the Oracle and Web environments at GE Capital, Fujitsu and Intuit for over 8 years.
Wrote relational and multidimensional database Structured Query Language including (DDL,DML)
Fantastically effective in leading project that allowed GE Capital to successful decertification as a Significant Financial Institution under Dodd-Frank.
Calculate and normalize measured resource utilization and usable capacity
Forecasted time-to-threshold issues and marked threshold violations in Service now
Simultaneously managed multiple competing initiatives under tight deadlines
REPORTING SPECIALIST
Fujitsu America through NRG Yorba Linda, California March 2014 – August 2014
Fujitsu America offers a full range of technology products, solutions, and services.
Established a Capacity Management Database; kept applications upgraded to latest versions
Expert at native Oracle PL/SQL, SAS, SQL Developer and Toad in producing Business Intelligence (BI) systems that deliver intuitive, accurate reports of historical resource usage, trends and patterns
REPORTING SPECIALIST
Intuit through ACS Yorba Linda, California May 2012 – June 2013
Intuit is a $58 Billion business and financial software company
Established a Capacity Management Database; kept applications upgraded to latest versions
Hands on with Oracle, Tomcat Webserver on Linux. Troubleshooting, extents maintenance, mount drives, parallel query and database partitioning to enhance performance
MANAGER FINANCE
DIRECTV El Segundo, California June 1997 – July 2011
DIRECTV is a $30B satellite digital entertainment company.
Ad-hoc support for DIRECTV’s CAO and CFO concerning why ‘offers’ do better in different markets
Delivered several extremely significant projects with extensive executive involvement such as the ‘Lease’ model conversion, anti-fraud projects like Neural Technologies, intrusion detection and NFL special projects assignments
Lead ‘Lease’ (from Infrastructure stream perspective) in 35% of normal time, on time and at least $2 million under budget
Acquired and lead the implementation of the Planview product in the DIRECTV environments
Developed models of revenues trends, variance and year over year comparisons and various reconciliations of fee income versus subscription revenue
Installed modeling software (HyPerformix) and brought VMWare to DIRECTV
Managed several hardware/software upgrades in co-located and O&O data centers
In earlier roles with The Fuji Bank, IFM Leasing Group and GE-ResCom
Worked, very successfully, in Capital Markets, Commercial Banking, Investment Banging and Alternative products with the Fuji Bank. IFM provided operating leases on IBM main frames. We sold tax benefits on the systems for years 1 through 7 in London through the likes of Kleinwort Benson and years 8 through 15 in New York through a consortium of investment banks and financial managers.
Fuji Bank had all the aspects of consulting; calling on ARCO, Bank Of America, Financial Corporation of America, Pacific Lighting, American Medical, Hilton and other Fortune 500 companies in a Business Development role. To be welcomed in the C Suite I needed to present new, creative and valuable pieces of information, product ideas and programs to improve the client’s profitability
I’ve also had my own estate under wealth management for years. I am quite comfortable with my knowledge of the Capital and Equity markets as a result of my education and experience.
I’ve taken, I believe, almost all the course work necessary for PMP Certification but have never taken the test.
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