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Project Manager - ETL Projects

Seneca Falls, New York, 13148, United States
June 28, 2019

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A project management professional with experience in Financial Services, Healthcare, and Manufacturing: research, information systems and technology. Has a diverse background in analysis, product introduction, e-commerce, marketing, manufacturing, and finance, with extensive experience in business requirements planning, project planning, time management practices, client systems evaluation and the establishment of Program Management Office standards, practices, policies and processes. Extremely familiar with the Software Engineering Institutes – Capabilities Maturity Model standards and is well versed in project management processes.

Skills and Qualifications:

Strong Business Process consultation skills - ability to determine client needs and produce products to meet those needs

Professional Economist developing long and short term forecasting models; linear and curve-linear analysis; regression and multi regression modeling

Extensive research skills utilizing a variety of tools, time management improvement techniques and modeling schemes

In-depth knowledge of Statistics, Accounting, Marketing and Sales data management systems with development experience through instillation and acceptance

Professional Project Management background delivery of time sensitive projects for a multitude of clients - see achievements

Problem solving - identifying and eliminating root causes, measuring results

Design experience with contract administration, order processing, and accounting systems


10/18 – Current – (Medical Answering Services LLC)

Scrum Master / Project Manager Consultant, Syracuse, NY

1.MAS Development Team Scrum Master

2.JIRA Administrator

3.MS Azure Web Solution

Key points:

Website manages Medicare Transportation Services for NYS DOH

Deploy ConnectWise Help Desk Solution

Develop Secure SDLC Methodology utilizing NIST Framework – Project Manager

MS Office 365, MS Project, JIRA, Word, Excel, Visio, OneNote, OneDrive, SharePoint

12/17 – 06/18 – (Manning & Napier)

PMD Project Manager Consultant, Fairport, NY

1.NYS DFS Cybersecurity Project Manager

2.SharePoint Workflow Migration Project Manager

3.Rainier Office Transition Project Manager

4.Staff Augmentation to PMO Office

5.Revport (Billing/Invoice System) Upgrade Project Manager

Key points:

NYS Dept. of Financial Services 23 NYCRR 500 Program Manager

Mature IT Processes to align with NIST Framework

Develop Secure SDLC Methodology – Project Manager

MS Project 2016, Clarity, Word, excel, Visio, SharePoint, TFS, Support Desk

05/16 – 12/16 – (Bank of New York Mellon)

Business Project Manager Consultant, East Syracuse, NY

1.Broker Dealer Services RISK project manager

2.Federal Reserve Bank Cyber Exercise for BNYM Worldwide

3.BDS Business Continuity Plan coordinator

4.BDS Business Continuity Training Developer

5.BDS Enterprise Content Management Continuity Plan Administrator

6.Staff Augmentation to CAO Office

Key points:

Business Risk Contingency processes – reengineer, redesign, and validation.

BNYM Incident Management process

04/13 – 03/16 – (Utica National Insurance Group)

PMO Project Manager, Utica, NY

1.Project Manager for Commercial Lines 3rd Generation policy Rating Engine

2.Project Manager for new Premium Audit Integration system

3.Project Manager for Loss Control Reporting Project

4.Project Manager for Personal Lines 3rd Generation policy Rating Engine

5.IT PM for all BI-DW projects

Key points:

Systems: Mainframe Legacy, distributed, and web – OnBase to CDW Staging to Oracle 12G

BI Reporting dashboard

Develop data interfaces and test strategy allowing systems to communicate and implement batch protocols

Time sensitive project to coordinate all internal teams. Resource Teams are onsite, national and overseas.

Daptiv PPM / ECM web based system, MS Project 2013, Atlassian JIRA Issue Tracking, Word, Excel, Visio, staging ETL calls and EIS service, TLS, SFTP through Tumbleweed.

01/08 – 03/12 – (AXA Equitable)

IT Project Manager, Syracuse, NY

1.IT Project Manager for re-assignment of FP portfolio

2.IT Project Manager replacing AAVU credentialing system for FP

3.IT Project Manager - partner with Alliance Bernstein and introduce new 403 product to Broker Dealer market

4.IT Project Manager to Migrate applications residing on the DLS v9.3 Platform to xPressions v4.0

5.IT Project Manager for Enterprise SOX controls to comply with SEC regulations.

6.IT Project Manager to assist AXA-Equitable drive regulatory project to comply with IRS 403(b) annuity compliance regulations. Lead project to promote CMMI Level3 initiative within global organization.

7.IT Project Manager for major SEC compliance initiative concerning customer notifications. Impacts all administration systems covering individually owned policies.

Key points:

Systems: Mainframe Legacy, distributed platforms, and web interfaces

Books and Records DW/BI Reporting Portal

Implement CMMI Level3 compliance policies within project methodology and SDLC

Maintain resource schedule and planning matrix

Time sensitive project to coordinate all internal teams with external vendors. Resource Teams are onsite, national and overseas.

HPPPM / ECM Project Planning Suite, MS Project 2003, Word, excel, Visio, Ariba, PDF, HP Quality Center, TLS, SFTP through Tumbleweed.

04/07 – 10/07 – (Fidelity Investments / Client IBM)

Business Project Manager, Endicott, NY

Fidelity Investments Human Resources Group manages the IBM worldwide payroll and compensation system. IBM is transitioning from a company pension program to a multi-portfolio investment menu aimed at providing its employee’s with company match incentive and world-class retirement capabilities. Assist Fidelity Investments bring a 2-year project, 3 months behind, back on schedule for full implementation.

Key points:

Project Team of 8

Coordinate both business and IT resources to consolidate effort

Mainframe SDLC system

Interface with operational units to update internal desk procedures

Bring new record-keeper 3rd party agent into vendor ranks

Time sensitive project to coordinate all internal teams

MS Project 2003, PowerPoint, Word, excel

05/06 – 08/06 – (HSBC US)

B2G Project Manager, Buffalo, NY

For the world’s #1 banking organizational, develop WBS plan and organizational structure to implement transition to 2nd generation IBM WPS platform for Business internet banking in the United State.

Key points:

Project Team of 6

SOA approach for web platform project and database systems

Interface with multi-national internal teams implementing similar approaches in 5 other regional areas

Time sensitive project to coordinate all international teams

Visio, PowerPoint, Word, excel, Niku Clarity (ABT Workbench)

05/04 – 12/05 - (HealthServe Solutions LLC)

PMO Manager: Develop the standards, documentation, processes and procedures and individual contributor. Telecom manager: Responsible for all Telecom OSS management and projects for 3 hospitals, 3 senior living centers, 2 ambulance services and outpatient surgical and eye care center.

Key points:

Hospital wide wireless system interconnected with cellular carrier equipment supporting multiple VLAN with networked secure communications.

Developed formal project methodology including SDLC review and post mortem.

IT analysis and budgetary support to governance process and project approval.

Managed all vendor relationships

Managed data center scheduling

Managed infrastructure upgrades

o7 Telephony switch configuration and development of gateway IP network to support voice operations.

oInstalled 2 new telephony switches to support network expansion project.

oSupported Sonet-Ring and VOIP technologies

oHS Call Accounting project manager, Central auto attendant project

oCentralized Dictaphone transcription project

oWAN fiber plant project – All entities

oRevised support contracts to maximize 7x24 network uptime through vendor NOC and redundancy.

Tools: Quickbase (PPM / ECM reporting dashboard), MS project 2003, Visio Professional, MS Office Suite

Additional work experience available upon request


BA, Economics - Econometrics, minors in Accounting and Statistics

Eisenhower College, Seneca Falls, NY


Microsoft Office

Lotus Suite

Oracle, Peoplesoft, SAS

MS Project

MS Project Central

Visio Professional

Windows OS, Linux, IOS

ABT Workbench (Niku Clarity) HPPPM (Mercury ITG)

MS Access, Dbase III, SPSS

Photoshop, AutoCad, Visio





Productivity Management (PM), PMBOK, Project Control Reporting Process (PCRP),

Risk-Bed Testing

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