Summary of Qualifications
Experience working with Cross Functional Teams
Experience with Business Case & Project Pro Forma Creation
Experience Leading Teams
Experience with Content and Knowledge Management
Experience with Development and Implementation of Process Improvements
Experience Eliciting, Gathering and Writing Requirements
Familiar with Procurement & Vendor Management RFIs, SOWs, MSAs
Familiar with PMBOK, BSA, BCP and Six Sigma Methodologies
Skills:
Project Management / Business Analysis
Strong Organization and Coordination Skills
Technical Writing / Training/ e-Learning Development
Microsoft SharePoint Site Administration
Microsoft Access Database Development
Microsoft Office & Visio
Education & Certification
Quinnipiac University
Masters in Organizational Leadership 2013
Masters in Information Technology 2016
Providence College
Masters in Business Administration 2005
Bryant University
Certificate in Project Management 2001
Certificate in Business Analysis 2009
Certificate in Business Continuity Planning 2009
Castleton State College
Bachelors of Arts - Sociology 1991
New England College of Finance
Certificate in Finance & Accounting 2000
Certificate in Information Technology 2000
Professional Experience
Sr Business Analyst/Project Mgr. – Fidelity Investments 2015-Present
Corporate Technology Group – eReview Application
Act as the main point of contact for the business and route all communications from the team
Groom the Backlog list internally and with the business
Facilitate FUSION Sessions
Resource planning – collaborate with onsite and offshore resources
Run daily standups – Using task/story tool (JIRA) review each individuals progress, blockers and assess if any issues exist
Attend Regular Working Team meetings and represent the development team
Act as the liaison with the business on issues as they arise and request feedback from the business to prioritize
Administrative Planning for installations – CM Tickets, Install Meetings, Dev Team and Business Validation Coordination
Project Reporting – Weekly and Monthly
Contribute to the analytical work activities - create functional workflows for future state, map to training and communication processes for pre-go live activities
Operations Manager – Citizens Financial Group 2014-2015
Consumer Operations – Document Servicing Solutions
Lead project activities and testing with internal teams and vendors against time, cost, and quality goals, ensuring governance and service quality are met
Responsible for identifying and publishing key metrics and senior management reporting
Responsible for project/program governance, measurement systems & reporting; risk & compliance support, people support & development
Lead a team of development, testing and production control services for the organization’s print services operations for new document applications and modifications to existing document code to meet business line requirements. Project activities and testing, ensure internal team and vendors adhere to time, cost, and quality are met
Assists in recommending and/or implementing key business strategic initiatives
Accountable for colleague engagement and delivery by improving colleague performance, learning and development.
Business Performance Analyst – Citizens Financial Group 2013 - 2014
Consumer Operations – Business Support
Lead, coordinate, project management, support and planning across department and division while driving continuous improvement, efficiencies, quality and compliance ensuring strong performance and customer service
Provide senior management visibility to key initiatives
Assisted with the strategic and operational support for the department and division including financial management, improvement activity, project/program governance, measurement systems & reporting; risk & compliance support, people support & development
Provided representation and an escalation point when needed in division-wide forums, group meetings or emerging issues
Project Manager – Citizens Financial Group 2011 - 2013
Consumer & Business Banking, PMO
Managed mobile and online banking projects with approximately $2M in budgets
Managed budget, forecasting, actual and project plan
Facilitated senior and executive management steering committee’s and related material
Produced metric reports for senior management and colleagues in accordance with the groups strategic goals
Partnered with purchasing, fixed assets and accounts payable of project related expenses, asset tracking and procurement of goods and services
Managed resources, task assignments, project meetings in addition to presenting findings, recommendations, and changes in implementation strategy to senior management
Senior Business Analyst – Citizens Financial Group 2009 - 2011
Business Services, PMO
Documented business requirements, use cases, proof of concepts, functional design documents and project plans
Acted as a key liaison and trusted advisor between business partners and technology
Assisted with ETL design documentation and mapping of data and its source
Provided oversight and business process knowledge transfer to technology resources et al to assist in translating business requirements into design and creating use cases
Identified, documented and facilitated resolution of risk and business issues
Created project pro forma, forecasting and tracking of actuals
Assisted with creation of senior and executive management steering committee reporting and facilitation documents
Acted as backup for project manager ensuring a seamless transition leveraging technical acumen and background to handle development and testing teams, and successfully closing issues that arose.
Quick to take on action items with exemplary follow up skills which is repeatedly commented on as “great” by other project managers, technology and business partners
Business Systems Analyst – Citizens Financial Group 2008 - 2009
Commercial Loan Operations
Administrator of several proprietary databases used to track commercial loan activity
Provided automation solutions to manual processes such as scanning of loan documents that would populate loan database instead of manual re-keying
Coordinated with key business partners to facilitate timely completion of project deliverables
Prepared project pro forma’s, business cases and expense tracking
Produced metrics and ad hoc reports for senior management and colleagues
Supported daily production efforts,, workflows, procedures, and training when needed
Assisted the QC group save approximately $240K in tem help costs by making modifications to database to track internal errors
Senior Finance Analyst – Citizens Financial Group 2004 –2008
Technology Finance
Administrator of “home-grown” project accounting database including creation of project pro-forma, forecasting and reconciliation of approximately 100 projects across multiple years.
Instrumental in procuring the enterprise Oracle Project Module application for Citizens Financial Group which replaced the existing project accounting DB
Accountable for application availability, user access, project and procedural controls, training and monthly project reporting calendar
Partnered with purchasing, fixed assets and accounts payable to ensure timely payment of project related expenses, asset tracking and procurement of goods and services as a result of the first Kaizen workout at Citizens
Created reporting database for department to automate and streamline financial reporting
Teamed with Purchasing and Technology to create an automated Purchase Order System workflow in the Mercury/ITG (PACs) workflow tool