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Project Manager Business Analyst

Location:
The Bronx, New York, United States
Posted:
August 08, 2019

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Resume:

MARCY S. GROSS

Program / Project / Vendor Management

ITIL-Certified, MCP (MIcrosoft Certified Professional)

New York City, New York

ac906q@r.postjobfree.com

516-***-****

Overview: Self-motivated Infrastructure PM with the following skills… stand up PMOs, Service / Help Desk, data migrations (cloud, too), vendor management, data center builds and moves / adds / changes, change controls…

Also - Extensive experience in Construction, Real Estate, Call Center / Service Desk / Help Desk, Security and Facilities-based projects Data Warehouse experience in such industries as Financial, Insurance, Mergers & Acquisitions, Legal, and Performing Arts. Regulatory/Compliance (Anti-Money Laundering -- AML, Sarbanes, SEC regulations – WORM and 17a1-17a6)

Methods: ITIL, PMBOK, SDLC, AGILE

Experience Highlights:

ZURICH Insurance 03/19 – 05/19

Project / Infrastructure / Migration Manager – temp assignment

Manage 3+ projects, varying in size and budget.

Reinsurance agreements -- I drive the teams to implement and to execute reinsurance agreements between the current Suisse / US –based company and another legal entity.

I also drive the lift and shift of the the current company and on to the other legal entity in the following areas, i.e., Claims, Claims Operations, Legal Claims, Technical Claims, Reinsurance, Underwriting, Retro-Premium Accounts, Actuarial, Reinsurance Finance, Reinsurance Claims & Asset Management, IT / Systems, Treasury, Finance & Accounting, Deductible Recoveries, CSUS, Portfolio Management & Oversight, Corporate Compliance, and Corporate Legal.

Record Retention – Manage teams to keep their records current, tracking data for continued retention or for destruction.

Heavy Powerpoint creation for status / presentation to Senior Management, use EXCEL for status reporting inclusive of RAID documentation – risk and issues, dependencies – red / amber / green status, severity levels.

Tracked office real estate / capital planning and move from one city to another – equipment, cabling, people

M.S. Project used for the project plan and tracking high level milestones, tasks, percent complete.

Tools – M.S. Suite, M.S. Project, Visio, JIRA (AGILE), SharePoint, in-house legal / compliance repositories, M.S. Outlook, M.S. Lync (Instant Messaging), SKYPE for Business

Deutsche Bank / Consulting Assignment 01/18 – 02/19

Project / Infrastructure Manager – Server Migrations, Global

This program involved the move of 13,000 global /offshore non-PRODuction servers off the core PRODuction environment and the testing of a new Security product, GuardiCore

PMO / Compliance – Managed the Program to compliance regulations

DHCP / IP addresses – reviewed new allocations with LOBs; i.e, current versus future state

FTP / SFTP – decided with engineering team / LOBs on method of data transfers based on level of data security requirements, data access, authentication and permissions / restrictions on accounts

Security – Tested security product GuardiCore on different network segments – globally

Compared GuardiCore product to Symantec for ability to handle virtual sandboxing, how to work in the cloud, use of VMWare, Amazon AWS, addressed risks with use of the security products, KPIs

Worked with third party vendors as TSPs (Technical support providers) to establish and implement the security product

Spoke with the U.S. domestic and legal / compliance teams to review and confirm which laws are applicable

to the businesses, what is the proper taxonomy per country, how to apply data retention, and determination of Privilege Access Strategy (RSA / Security / identity access management (IAM)) – who will have access to this system and at what level, starting with SSO (single sign-on)

Created and implemented the document / process for test tracking in testing phases – Application Development Build, Unit, End-to-End, stress, regression testing in .Net, JAVA

Gathered and confirmed risks and requirements for the Development and UAT server moves

Real Estate – Physical move of hardware and cost requirements determined for new applications – determined prior to migrations

Change Management – Gathered / noted changes during meetings with the business and technical teams, documented those changes, and obtained business / technical sign-off

Performed risk evaluations for the vendors competing for bids on server moves / adds / changes as well as with data and record migrations, server and data ownership, off-site data warehouse issues addressed

Ensured communications with stakeholders across all levels on a weekly basis

Documentation; Network Infrastructure documentation – BRD, FRD, SLA, OLA, status reports, facilitate meetings and write minutes

Resolved process issues concerning requests for Firewall date extensions which affect migrations

Work with Engineering teams to ensure correct IPs are used for future state security

RAID Reporting -- Issues / Risks – Status reporting (red, amber, green), delegated and managed to resolution of issues, tracked dependencies, action items, assumptions, closures, determined business criticality, and facilitated ongoing remediation efforts to mitigate risks

Tools – M.S. Suite, M.S. Project, Visio, JIRA (AGILE), SharePoint, in-house legal / compliance repositories, M.S. Outlook, M.S. Lync (Instant Messaging), SKYPE for Business

Bank of America -- Consulting 09/15 – 09/17

Senior Project Manager - Infrastructure / Migrations – Broker Dealer Separation, Global / Off-shore

This Program concerns the separation of BAC’s retail and institutional broker dealer activities into a new legal entity

Manage 10+ application developers to ensure that the design, build, and unit testing targets are met on time in 3Q2018 and 4Q2018

Created and implemented the document / process for test tracking in testing phases – Application Development Build, Unit, End-to-End, SIT, regression testing in .Net, JAVA

Vendor Management – Recommended Iron Mountain for data storage and version control based on pricing and reputation; gathered information from team pertaining to services needed from other vendors – worked with vendors to create ROI, RFP requirements, created / submitted purchase orders, renewed contracts – documented SLAs, contracts and reviewed vendor bids

Communicate with the other work streams and lines of business to gather and manage to the requirements for Private Banking and Investment Management, Fixed Income, Money Transfer, Structured Finance, FX

Project and network infrastructure documentation -- BRD, FRD, SLA, OLA, status reports, facilitate meetings and write minutes

RAID Reporting -- Issues / Risks – Delegate and Manage to resolution, as well as track dependencies, action items, assumptions, closures, determine business criticality, documented KPIs and facilitated ongoing remediation efforts to mitigate risks

PMO / Compliance – Manage the Program to compliance regulations based on both our PPR and Discovery systems, ensuring that all updates to Program plans, financials, status reporting, action items, and vendors remain within Bank of America guidelines

Performed extensive research and risk evaluations among all the vendors competing for bids on data and record retention products, as well as for Data Center hardware

Spoke with the U.S. domestic and legal / compliance teams to review and confirm which laws are applicable to the businesses, what is the proper taxonomy per country, how to apply data retention, and determination of Privilege Access Strategy (RSA / Security / identity access management (IAM)) – who will have access to this system and at what level, starting with SSO (single sign-on) for initial security, authentication

Contacted Symantec for product ability to handle virtual sandboxing, how to work in the cloud, use of VMWare, Amazon AWS, addressed risks with use of the security products, KPIs

Selected vendors for data retention products – RFI, RFP

SharePoint – Maintained documentation according to record retention guidelines

Audit – Aligned the Program to comply with PMO standards for internal and external audit requirements

Office 365 – researched for corporate use / compatibility, performed testing and analysis for rollouts

Gathered data for every program / job in the application developers’ suite and condensing into 1 list – elements, server, de-commissioned, line of business. Communicate with technicians, applications developers as to the use of each job.

Main tools used for this program – Excel, M.S. Program / Program Server, Word, Access, PowerPoint, Adobe, SharePoint, JIRA

JP Morgan Chase -- Consulting 12/14 – 5/15, 8/95 – 11/98, 1/99 – 6/2002

Senior Project Manager – Infrastructure, Migration, Construction, Help Desk -- Domestic USA / Off-Shore

Managed 2 business analysts, 2 Program / Project / Vendor Managements in the planning, development, and rollout of a new global / off-shore legal repository -- digital product intended for international use

Created, maintained and worked more than two Help Desks / Service Desks – Private Banking and Investment Management – implementation of Support Magic software and repository for closed issues

Real Estate /Construction – greenfield / groundbreaking move to Carlstadt, New Jersey – worked with unions, moved 1,000+ seats, prepared ergonomics, budget was $10million+

Real Estate – read floor plans for physical moves and installations of more than 1,000 PC's during an emergency in Delaware

Moves/adds/changes included the co-ordination of technician input and testing for the NT migration of approximately 2,000 workstations: Full system build; moved people from floor-to-floor and building-to-building, as needed. Worked with union and non-union teams to ensure successful moves, ergonomics positioning of desks, chairs, and placement of computers

Active Directory – Reviewed options for AD SSO for Office 365 rollout of this product

Met with the technical support team (application developers, quality assurance, operations, network), and with the selected lines of business to gather business requirements, and provided as-needed instructions for modifications to the application developers for possible future sale of this product

Met with the U.S. domestic and global / off-shore legal / compliance teams to review and confirm which laws are applicable to the businesses, what is the proper taxonomy per country, how to apply data retention, and determination IAM through Privilege Access Strategy (RSA / single sign-on Security) – who will have access to this system and at what level, define business criticality, and track ongoing remediation efforts to mitigate risks. Tivoli was the initial popular IAM tool for JPMC.

Call Center / Service Desk / Help Desk / Command Center – Due to the nature of this legal database product, trained teams in the use of call escalations, telephone use, IVR (Interactive Response) standardized templates, processes, and policies concerning Service Level Management, contracts, incident management, change management, renewals, communications, documentation, tie-in with Program Management methodologies, and accountability

Applied knowledge of USA regulatory bodies to the build, eg., SEC regulations – WORM and 17a1-17a6, Sarbanes, AML, KYC

Functional requirements – engaged teams to build out a full-fledged “as-built” functional requirements document that is inclusive of an Executive Summary, Business Case, Charter, Scope, list of Stakeholders, lines of business, functional definitions, technical requirements (BRD, FRD), change management, change process, release management / testing / process, laws and rules, obligations, policies, search, reporting, printing, user experience, implementation / migration / integration process, product support, appendix, SLAs, contracts and potential vendor bids for data retention (create RFI, RFP).

Change Management – Gathered / noted changes during meetings with the business and technical teams, documented those changes, and obtained business / technical sign-off

Planned dates for testing, planned change implementations with the technical support teams, TSPs (Technical Support Providers) and the business, as well

Created and implemented the document / script / process for test tracking in testing phases – Application Development Build, Unit, End-to-End, in .Net, JAVA; tracked defects using HP ALM

Standard program artifacts produced – status reporting, minutes, in-scope and out-of-scope documents, lessons learned, mitigation plans, if needed

Tools – M.S. Suite, M.S. Project, Visio, JIRA (some AGILE), SharePoint, in-house legal / compliance repositories, RSA – remote access, M.S. Outlook, M.S. Lync (Instant Messaging), HP ALM

Bank of America -- Consulting 03/14 – 11/14

Senior Project / Vendor Manager -- Cloud Implementation -- Global Sourcing / Vendor Management

Managed 6+ contractors and employees (application developers, Program / Project / Vendor Managements, product vendors) in the research and analysis phase of this multi-million dollar Cloud project, estimated to save the bank $5 billion over the next 3 – 5 years

Operations / Engineering / Service Delivery / Disaster Recovery – Contributed to the Cloud design, worked with vendors VMware / EMC on organizing change management, release management, systems training / patching, storage, Proof of Concept testing, QA testing and iterations with the Applications Development team, UAT, Runbook documentation for required processes, and establishing severity levels/ KPIs that would ensure escalations to all those accountable

Real Estate – worked with Data Center and Help Desk teams to review shutdowns, lift and shift of equipment

Security – Consistent discussions with VMWare pertaining to Privilege Access Strategy – how do we plan a secure data storage solution in the cloud, determination of permissions to production and development environments, determine business criticality, facilitate ongoing remediation efforts to mitigate risks, and held discussions with the Gartner Group and other vendors

Contacted Symantec for product ability to work in the cloud, use of VMWare, Amazon AWS

ORACLE – Planned for the migrations / upgrades / security of all related modules

Ran meetings for Product branding, wireframe testing, corporate communications documentation, and call tree processes to be arranged with the Command Centers – “sell” digital interface to internal clients before going public

Performed extensive research and risk evaluations among all the vendors competing for bids on data and record retention products, as well as for Data Center hardware and off-site data hosting, data warehouse

Selected vendors for data retention products – RFI, RFP

Worked with the Product managers and members of the work streams to ensure meeting agendas were established, milestones / tasks completed on a timely basis, and familiarity with financial regulations as pertain to AML, KYC

Managed the Program plan for 7600 migrations and 49 total processes, setup / ran the pre-kick-off meetings, established status reporting, documented meeting minutes, held those accountable for follow-up / action items (RACI), created the lessons learned per phase, prepared the team for remediation’s after anticipated phase closure

RAID Reporting -- Issues / Risks – Delegated and Managed to resolution, as well as tracked dependencies, action items, assumptions, closures, BRD (business requirements), FRD (functional requirements)

PMO / Compliance – Managed the Program to compliance regulations based on both our PPR and Discovery systems, ensuring that all updates to Program plans, financials, status reporting, action items, and vendors remained within Bank of America guidelines -- SLAs, contracts and vendor bids

SharePoint and Discovery – Maintained documentation according to record retention guidelines

Audit – Aligned the Program to comply with PMO / risk standards for internal and external audit requirements

Active Directory -- worked on end user accounts to ensure that access properties were handled according to corporate policy during data migrations -- access, name, spelling

Office 365 – researched for corporate use / compatibility, performed testing and analysis for rollouts

Active Directory – Reviewed options for AD SSO (single sign-on)for Office 365 rollout

RFPs, RFIs – Ran the meetings to establish the baseline document, confirmed vendor competitors with the team, ensured which team members would be most beneficial in grading these RFPs

Tracking of vendors for their inventory of offered products – used Archer

Main tools used for this program – EXCEL, M.S. Program / Program Server, PPR, Discovery, WORD, ACCESS, Archer, Kanban board, Clarity, PowerPoint, Adobe, SharePoint

New York University -- Consulting 04/13 – 12/13

Project / Infrastructure Manager -- Data Center Projects – Global / Off-shore and Domestic USA

Managed general contractor and other contractors to ensure the successful implementation of 5+ projects involving moves / adds / changes, infrastructure, software upgrades / hardware upgrades

Obtained bids, ROI, created RFPs, distributed RFIs to selected vendors, made the decision as to which vendor(s) to use, obtained quotes, processed purchase orders, tracked payment of invoices for my projects – drew up contracts, SLAs

Managed the new vendor intake process

Call Center / Service Desk / Help Desk / Command Center – Re-created these centers and trained teams in the use of call escalations, telephone use, IVR (Interactive Response) standardized templates, processes, and policies concerning Service Level Management (SLA), contracts, incident management, change management, renewals, communications, documentation, tie-in with Program Management methodologies, and accountability, worked with vendors as TSPs (technical support providers), if needed

Performed extensive research and risk evaluations among all the vendors competing for bids on data and record retention products, as well as for Data Center hardware

Selected vendors for data retention products and eventual total migration to the cloud – RFI, RFP

Heavy Documentation; Network Infrastructure documentation

Disaster Recovery -- Internal stakeholders provide deliverables to me for Data Center rack assessment as pertains to UPS power needed, cooling power needed, emergency practices and escalations, equipment purchases, updates to Program plan tasks – documented using Confluence, Google, and AtTask

Planning for desktop Windows 7 to Windows 8.1 upgrades were targeted, as well

ORACLE – Planned for the migrations / upgrades of all related modules

Write Program plans using MS Program and ProjTrak, document status reports and meeting minutes for all data center projects, create and update and manage documentation on shared Google sites

Meet with business users to gather / understand / document their requirements and their needs as pertained to current versus future state West Data Center and East Data Center buildouts

RAID Reporting -- Issues / Risks – Delegated and Managed to resolution, as well as tracked dependencies, action items, assumptions, mitigation, closures, wrote meeting minutes, BRD, FRD

Organized the gathering of inventory in such areas as the WDC COMM Room, and the posting / sharing of this data in Google, e.g., Storage devices (NEXSAN E-60 SAN Storage units, IBM 3584 TS3500 Tape Frames for IBM TS1030 LTO Ultrium Fibre Channel Tape Drives and LTO data cartridges, IBM XIV Storage System, Type 2812, IBM Storwize V7000 – 2076, EMC VNX 5000 series); Standalone servers (IBM 7979, IBM 7945, Dell PowerEdge R-620 and R-910)

Interfaced with our Telecomm and Network teams to ensure that all IP addresses are documented, static versus DHCP – especially when we performed power down testing and for DR

Confirmed that our carrier services are aware of our power down and power up testing and that they would be on-site if needed, for communications-based servers

Spoke with the NYC OEM regarding how to determine Privilege Access Strategy (RSA / Security / identity access management (IAM)), who must have access to this system and at what level, starting with SSO (single sign-on)… IBM’s Tivoli was to be considered for access management

Main tools used for this program – EXCEL, M.S. Program / Program Server, WORD, ACCESS, Clarity, Powerpoint, Adobe, Sharepoint, Google Docs, ApTask, Service Now, Visio

City of New York (DoITT) -- Consulting 03/12 – 04/13

Project / Vendor Manager – Infrastructure / AppDev

Notify New York City – Implementation of NNYC WARN Notification System

Worked with the Office of Emergency Management to ensure the successful implementation and update of the web-based, digital Notify New York City emergency notification system, using a new vendor

Met with business users to gather / understand / document their requirements and their needs as pertained to current versus future state, capital planning such as what types of emergencies, where are shelters, lost elderly and road / street issues

Obtained sign-off on business and functional requirements post-cutover from initial implementation for Phase 2 (Digital) of the project

Tested the product which was based on .NET and SOAP and provided feedback to DoITT team as well as to the customer concerning the GUI as well as screens

Determined the business priority of action items and projected milestones in the essence of delivering to the Program dates

Facilitated meetings among the application developers to define requirements and then provided feedback to the new vendors providing the service, as well as to the end users

Vendor Management – gathered information from team pertaining to services needed from other vendors – worked with vendors on ROI, RFP requirements, created / submitted purchase orders, renewed contracts – documented SLAs, contracts and reviewed vendor bids

Created and maintained standard Program artifacts – Used Clarity and SharePoint for Program objective, status reports, meeting minutes, BRD, FRD; used Word for meeting minutes, Word / Powerpoint for weekly Program status for senior management

Resource Management – hired and worked with both dedicated resources and with shared resources -- application developers

Performed extensive research and risk evaluations among all the vendors competing for bids on data and record retention products, as well as for Data Center hardware

Selected vendors for data retention products – RFI, RFP, as well as for strawman presentations

Risk Management – Documented, tracked, and resolved risks which could jeopardize the Program timeline; Discussions pertaining to Privilege Access Strategy – how do we plan a secure data environment -- determination of permissions to production and development environments

Worked with all teams to ensure on-time deliverables – Managed 10+ Application Developers, GIS (Geography team), QA, Change Management, Portal Support, Systems Architect, OEM (Office of Emergency Management), Network Support, and Windows Operations – AGILE methodology used for Application Development, mostly PMBOK / M.S. Project

Fordham University -- Consulting 08/11 – 01/12

Project / Vendor Manager – Infrastructure / AppDev

System Upgrades and Migrations

Portfolio management activities for IT – Semester-based planning in coordination with IT Governance Committee

Formalized/Developed the PMO -- Developed the PMO Manual in order to streamline processes from on-boarding to closing projects and storing Program artifacts

Microsoft Program Server 2010 -- Used M.S. Program Server to setup and manage formal Program plans for system upgrades – Oracle, SQL server, Imaging, Virtual Machines – milestones, tasks, resources, start /end dates and maintain same

Used templates for standard PMO tracking, e.g., new requests, sign-off, status reports, meeting minutes, risk

Worked with other project teams and production support staff and development teams to improve and maintain the Fordham PMO process

Workflow analysis, implementation of systems based on same, compliance with right-to-privacy for students

Facilitated meetings, reviewed outstanding incidents, escalated issues as needed, planned resolution dates, reviewed release testing and rollout dates, notified and confirmed with the line of business managers, and planned implementation

Conducted thorough root cause analysis, defined solutions for the elimination of the problems, documented the incident through to senior management, and implemented resolution

Analyzed product and pricing reference data platform enhancement requests and ensured that they were transformed into tangible solutions

Communicated with network engineers, developers, and other business analysts to obtain requirements (BRD, FRD), translated requirements into usable functional specifications, tested results, and supported deployment procedures.

Setup tracking tables in Excel for server migration dates, End-to-end testing, UAT testing

Bank of America/Merrill Lynch -- Consulting 01/10 – 07/11

Project / Vendor Manager -- Compliance

Bank of America Merrill Lynch Consolidation

Worked with Program team, production support staff and development team in improving the data quality of reference and trade data -Product issues referencing the loading of equities, options, pricing, FX rates, corporate actions and FX trades, awareness of Dodd-Frank regulations, SEC (WORM storage requirements), AML, KYC

Used the Microsoft Suite to setup structure, and planning for the intake of new projects with Governance Committee (Managing Directors) for mostly Fixed Income based projects

Used M.S. Program to setup formal Program plans – tasks, resources, start /end dates and maintain same; Used templates for standard PMO tracking, e.g., new requests, sign-off, status reports, meeting minutes Microsoft Project

Managed technical teams to add GL accounts, UBS fails report, REPO Feeds (BUCS / ARCTIC), Clearance and Settlement messages – selection criteria was reviewed during weekly status meetings

Active Directory -- worked on end user accounts to ensure that access properties were handled according to corporate policy during data migrations -- access, name, spelling

Exchange Server / Infrastructure – prepared account data migrations

Documented -- Workflow analysis and risk, book of work for Program portfolios and portfolio management, determined business criticality (BRD, FRD), and facilitated remediation efforts to mitigate risks

Facilitated meetings (minutes), reviewed outstanding incidents, escalated issues as needed, planned resolution dates, reviewed release testing and rollout dates, confirmed results with the line of business managers, and planned implementation

Conducted thorough root cause analysis, defined solutions for the elimination of the problems, documented the incident through to senior management and implement resolution

Performed extensive research and risk evaluations among all the vendors competing for bids on data and record retention products, as well as for Data Center hardware

Selected vendors for data retention products – RFI, RFP

Used Clarity, prepared reports for Finance team – burn rate / financial reports – based on resources and time provided for the Single Broker Dealer (includes departments e.g., – Foreign Exchange, Trade Finance, Credit) Program and the FICC project, awareness of Anti-Money Laundering regulations as pertained to documents created / destroyed

Setup tracking tables in Excel for UAT testing in 15 different work streams for Broker Dealer application rollouts

Established weekly meeting Agenda using SharePoint and organized business requirements into Excel

Managed shareable team information such as applicable capital planning / budget and burn rate data

Program and business-as-usual – Fixed Income technical support team – data gathering for applications slated for retirement, possible new applications to be installed by Q1 2011, pending time, budget, and other corporate priorities

Deutsche Bank -- Consulting 07/09 - 01/10

Project / PMO / Vendor Manager

PMO Setup / ITIL standardization

Implemented PMO and Service Level Management – Global / Off-shore -policy and procedure, as applied to Change Management, Incident Management and Service Desk / Help Desk, Release Management, and Problem Management

Developed processes to help team determine escalation paths considering whether the incoming tickets would be project-based or business-as-usual

Developed the templates for ITIL-based SLAs, OLAs, Underpinning Contracts in conjunction with the Governance Committee -- documented SLAs, contracts and reviewed vendor bids

Vendor Management – gathered information from team pertaining to services needed from other vendors – worked with vendors on ROI, RFP requirements, created / submitted purchase orders, renewed contracts – documented SLAs, contracts and reviewed vendor bids

Worked with a team of three in the U.S., as well as others in EMEA, PAC RIM, and Germany to test the PMO and ITIL templates with respect to the SEC, and with awareness of Dodd-Frank regulations, Sarbanes, SEC data retention requirements – WORM storage requirements, AML, KYC

Workflow analysis and implementation of systems based on same, book of work for Program portfolios and portfolio management

Microsoft Program -- Created the Program plan, status reports, meeting minutes, and communications document draft

SharePoint - Organized data in SharePoint – created team folders for shareable team information such as applicable budget and burn rate data

JetBlue Airways -- Consulting 01/09 – 05/09

Project / PMO / Vendor Manager

PMO Development

Managed the 4 top corporate projects and reported on all 4 to the Executive Committee

Microsoft Program -- Created the Program plan for implementation of the PMO, as well as having worked with Program / Project / Vendor Managements on creating and developing their Program



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