Seasoned Project and Client Manager

RENATO A. COLELLA ** Herman Drive, Marlboro, NY **542

Residence: 845-***-****

Email:*****@**.******.***

Technical Engagement Manager

Financial Services Management Consulting B 2 B

Successful, versatile manager with expertise in planning, management and execution of multiple activities in web site development, database software implementation and fully integrated portal installation projects. Strong employee and vendor management skills, combined with an extensive audit and compliance background. A proven, goal oriented leader whose experience encompasses progressive growth and outstanding success in streamlining and improving operations.

Core Competencies

Research and Development Financial & Systems Audit Budgets

Compliance & Risk Management Financial Services Project Management International Banking Credit Cards SDLC

User Requirements/Documentation Training Consulting

Solution Delivery Vendor Management Process Re-engineering

Portals & Websites Payment Processing Legal

Significant Accomplishments

Responsible for successfully improving the entire Mastercard Corporate Products “enhanced data reporting and delivery” processes.

Implemented a Global Audit Repository database tool at PriceWaterhouseCoopers that allowed our Global Audit staff to effectively share information about our Top 100 clients worldwide.

Developed and deployed an Artificial Intelligence based investment questionnaire to gather and analyze client investment preferences for purposes of determining optimal investment strategies. This system won a Silver Level Quality award.

Created and implemented a company PMO team for an expanding “dotcom” organization.

Professional Experience

SourceHOV LLC, Dallas, TX Oct 2013 – Jun 2016

SourceHOV is a global provider of Transaction Processing solutions, strategic consulting and data analytics services that are delivered through innovative technology platforms and offer streamlined workflows based on specific business rules.

Client Relationship Manager (2013 - 2016)

Serves as the ongoing liaison and facilitator between Department of Revenue (DOR) staff and all related SourceHOV departments, and possess the authority to act independently to resolve any project issues. The CRM will be involved in all project phases, from implementation to ongoing production. During implementation the CRM will interface directly with DOR and SourceHOV resources to ensure that the project is implemented on time and with minimal disruption to DOR and its ongoing operations. Throughout ongoing production, the CRM will also ensure that operations meet agreed-upon service levels and that DOR is afforded high levels of client support

Results:

Interact and interface with Senior Leadership from both customer and within the SourceHOV, managing expectations and aligning customer and Company objectives.

Work with our Operations Manager to monitor NJ, NYS and NYC production metrics and determine corrective actions as needed.

Communicating with SourceHOV’s Development team to identify and implement process improvements.

Responsible for managing the change control process for both NJ, NYS and NYC projects.

Manage internal teams as required to resolve immediate customer service problems and issues identified as part of the day-to-day Production process

SumTotal Systems, Gainesville, FL Jan 2012 – Sept 2013

SumTotal Systems, Inc. is a software company that provides strategic human capital management (HCM) software to global enterprises, small to medium businesses, and government agencies across a SAAS model platform.

Engagement Manager (2012 – 2013)

Responsibilities on the Professional Services team included providing client and technical support from pre-sales through delivery for Workforce Management, Payroll and Expense projects. This included all software and infrastructure deliverables for the specific application projects.

Results:

Successfully lead and managed 10 15 concurrent HCM implementations for several large customers that included documentation, planning, financials and all other client related activities.

Responsible for all project related documents (Business Requirements, Statement of Work, Issue Tracking, Change Management, Workbooks,etc.)

Tracked all project activity via various tools that included Salesforce, JIRA, Open Air, Accellion and others.

TxVia, Inc., New York, NY Sept 2009 – Nov 2011

TxVia offers the most advanced processing technology for network-based payment systems. Our solutions encompass fully integrated, end-to-end issuing, acquiring and network processing for a range of payment products including prepaid, debit, credit and hybrids.

Implementation Manager (2009 – 2011)

Responsibilities in the Operations and Technology Support team included providing client and technical support from pre-sales through delivery for Prepaid card programs. This included all software and hardware deliverables for the Pre-paid card programs.

Results:

Successfully lead and managed 2 concurrent implementations for one of our largest customers that included setup/configuration, card creation, B2C web site creation, messaging, funding and all other client related activities.

Managed all client relationships both internally and externally for the project, including the card manufacturer, bank(s), card company, vendors, etc.

Responsible for all project related documents (Business Requirements, Statement of Effort, Statement of Work, Issue Tracking, etc.)

Actively involved with all phases of implementation, from card design to card testing at merchant locations.

PITNEY BOWES, Stamford, CT April 2004 – Jan 2009

Pitney Bowes Document Messaging Technologies (DMT) provides integrated Document Management Solutions helping companies gain improved performance and integrity for mail production environments.

ADF Solutions Architect/Project Manager (2005 – 2009)

Responsibilities in the Automated Document Factory (ADF) group included providing technical and process support from pre-sales through delivery for ADF product and services. Support included DFWorks application software implementation and configuration, as well as, Pitney Bowes (or third party) hardware integration.

Results:

Assessed and priced proposed ADF solutions for the customers by leading business and technical requirements sessions.

Facilitated activities ensuring the efficient deployment of services/solutions to support the specific sales and implementation of customer requirements.

Responsible for the creation of all required detailed documents (RFP, RFI, Business Requirements, Statement of Effort, Statement of Work, Work Orders, Solution Design, etc.)

Area Enterprise Manager - Northeast Region (2004 – 2005)

Responsibilities in the GMS Integrated Solutions group included providing technical and program leadership for Pitney Bowes solutions and management of the Enterprise Consultants, Senior System Engineers and Enterprise Project Managers in my region.

Results:

Responsible for stimulating the sales process through education and coaching of the Sales and Integrated Solutions team members, driving the understanding of the customer's total business process and building skills to enable the development of total end-to-end solutions.

Provided ongoing support to Districts throughout the presale process and implementation, consulting services, both to the customer on subject matter and to the district, in terms of organizational development as well as subject matter.

Set, monitored and controlled performance standards for project management and enterprise consulting services including revenue, profitability, and customer satisfaction. Identified and provided tools and resources to drive project management and enterprise consulting awareness and competency throughout the PB organization.

Worked on several software implementations. The largest being the Staples POS implementation, which included testing at several Staples stores.

MASTERCARD INTERNATIONAL, Purchase, N.Y. Jan 2001 – Jan 2004

MasterCard provides various debit and credit card products and services to Global members and clients.

Director, Global Corporate Products Technology and Operations (2001 – 2004)

Responsibilities in the Corporate Products group included managing all enhanced data reporting products, negotiating third party services, global member and client training and presentations.

Results:

Provided project management support for all ongoing business and e-B2B initiatives for members and clients. This included creating annual forecasts, goals and objectives, project plans, budgets, user requirements, complete SDLC scope, risk assessment, user acceptance testing, stress testing, rollout and training.

Responsible for project management for all Commercial Card client data delivery and reporting applications and services. This included providing all client related training and support for new data specific products and services.

Responsible for handling all Procurement related data delivery and reporting for our corporate clients. This included Supply Chain management, POS systems, data integrity, data capture, and integration into client back office systems and enhanced reporting. In addition, this entailed handling product codes, government reporting requirements, socio-economic data, and IRS regulatory compliance and reporting requirements (1099/1057) and helping facilitate discounts and rebates based on spend.

Managed data augmentation between the MasterCard Data Warehouse team and third party data providers on a monthly basis. This included sending our proprietary data to the third party data facilitators to match (at a 98% confidence) and provide supplemental merchant data.

Worked with Departmental Managers to help establish a PMO for the Global Corporate Products group. This included developing “best practices”, standards and general guidelines for all projects.

Developed and launched the Corporate Payments Support Portal site that is the central repository for our enhanced data products. Responsible for user interface, screen layouts, testing and rollout.

Day-to-day activities included member/client product sales and support, product and systems development, member retention, third party alliances and negotiations, budget management, marketing development, staff and member/client training, member/client implementations and data delivery strategies for various MasterCard Corporate Software Products and Tools.

INSITE SERVICES, New York, NY May 2000 – Dec 2001

InSite Services provides web based reporting and billing for energy and utility clients.

Project Manager – Utility Navigator Division (2000 – 2001)

Responsibilities included managing implementations for our top-level clients, including handling client expectations, deliverables, schedules, budgets and web issues.

Results:

Helped create the company’s PMO with input from other Project Managers, which included standards for planning, reporting and budgets.

Responsible for several large client implementations which included managing all client expectations and deliverables.

PRICEWATERHOUSECOOPERS LLP (PWC), Stamford,CT Jan 1997 – Apr 2000

PWC provides Audit, Tax, Consulting and other Financial Services to numerous large clients around the world.

Project Manager – ABAS Technology Group (1997 – 2000)

Member of the Audit and Business Assurance Services (ABAS) Technology. Main responsibilities included managing application development projects, customer expectations, staff availability and time/expense considerations.

Results:

Implemented several “high profile” development projects, including a Global Communication Tool (GCT) targeted at PwC’s top 200 global clients and several Knowledge Management databases which have effectively streamlined business processes, reduced operating costs and improved channels of information distribution.

ELECTRONIC DATA SYSTEMS (EDS), New York, NY Jan 1995 – Dec 1997

Senior Systems Engineer - Private Banking Systems

Responsible for coordinating and managing new and on-going Systems Development projects for the Private Banking group of American Express Bank Ltd. Involved in the development of project plans, statements of work and weekly/monthly status reports. Monitor tracking of staff hours and activity.

AMERICAN EXPRESS BANK LIMITED (AEBL),New York, NY Aug 1991 – Jan 1995

Manager - Advanced Technology Group (ATG) (1991 – 1995)

Responsible for exploring and investigating all emerging technologies for AEBL. Key measurement criteria included applicability to business needs, cost saving potential, and/or potential for gaining a competitive advantage. Project involvement includes business process re-engineering, business plan development and the coordination of programmer, user, and analyst efforts to deliver working prototypes. Report research finding at Advanced Technology Exchanges involving all American Express entities.

Trained in various Project Management methodologies, including Six Sigma, Rational Rose/UML and PMI.

Well versed in a wide range of advanced technologies and their applicability in providing business solutions. Extremely adept in identifying appropriate sources of information regarding these technologies.

AUDIT and ACCOUNTING ROLES, New York, NY Jun 1985 – Aug 1991

Financial Auditor - Metropolitan Life Insurance (1985 – 1986)

Internal financial audit work for Personal Lines division. Work included application reviews, process reviews and migrating from "paper and pencil" environment to PC software tools.

EDP/Systems Auditor - W.R. Grace & Company (1986-1987)

Client based systems audit work for numerous WR Grace internal clients. Work included application reviews, Data Center reviews, process reviews and platform/infrastructure reviews.

Systems Auditor - American Express International Bank (1988 – 1991)

Internal systems audit work for International Bank division. Work included application reviews, Data Center reviews, process reviews and platform/infrastructure reviews.

Education

BBA Accounting/Information Systems (AIS) - Pace University, Pleasantville, New York 1985

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