Project Manager Management

Carlita Johnson-Lee

***** ******* ***., *******, ** 6043

708-***-****, ************@*******.***

PROFESSIONAL SUMMARY

Over 18 years of diversified experience as a Business Analyst and 7 years as a Project Manager. Areas of expertise are focused in the Financial Services and Treasury and Capital Markets verticals with a proven ability to successfully implement complex level systems for organizations and successfully influence cooperation between stakeholders toward a positive outcome. Detailed oriented with exceptional problem-solving, leadership, communication, interpersonal, and teamwork skills.

Solid understanding of the Waterfall Systems Development Life-Cycle (SDLC) and Project Management Life Cycle (PMLC)

Expert in business process engineering, including analysis, design, development, testing, and the implementation of software applications

Excellent communication, analytical, interpersonal and presentation skills

Exceptional organization, time management and prioritization skills

Team player who can easily adapt in a rapidly changing environment

PROFESSIONAL EXPERIENCE

Software Tech Enterprises, Inc. September 2016 – Present

Senior Finance Analyst

Develop a scope of services and a pricing model for the revenue collection services to be solicited from the financial institutions

Research and develop industry best standards for pricing, start-up and transition costs, and service-level agreements

Conduct research through the Association for Financial Professionals (AFP) and other sources to determine current market pricing in various product categories (e.g., general account services, internet based transactions, ACH, etc.), as well as overhead and profit margin

Provide support on the development of pricing templates and pricing models specific to the FASP (Financial Agent Selection Process) being initiated

Develop the model or formula to calculate potential savings as a result of the FASP

Prepare estimates on transition cost that calculate the cost of the new FA taking responsibility for existing customers, existing hardware and peripherals (e.g., card terminals, check scanners, PIN pads, etc.), and the technical costs (e.g., development, infrastructure) necessary to seamlessly cutover endpoints to assure daily operations

Aid setting up procedures for the evaluation of proposed pricing from respondents

Northern Trust July 2015 – July 2016

Business Analyst within Client Change Practice (Contract)

Created detail business requirement document s for client project requests

Maintained active and completed project change reports

Performed weekly status updates and reporting to management and the Bangalore PMO team

Performed testing for various client projects

Communicated with clients, relationship managers, client service managers, and technical staff

Proposed solutions to client issues and concerns

Updated GIT (Global Initiative Tracker) with project status, task dates, etc., and oversaw maintenance of the database

Performed business analysis and project management activities for various client change requests

Created procedures, swim lane diagrams and other miscellaneous documentation

Performed client-facing and support

Performed as a team leader, when necessary

Northern Trust April 2014 – November 2014

Project Manager and Business Analyst within Enterprise Banking Product & Process Management (Contract)

Managed five projects: One large ACH Enhancement program: FiServ Exchange Deletes and Reversals, ABA Rollup, and Payment View Reporting: ACH projects; and two medium projects - Retained Assets System (RAS) and Return Items Imaging

Acquired business knowledge of ACH (Automated Clearing House), Retained Assets System (RAS), and Return Items Imaging and processing

Utilized Systems Development Life Cycle (SDLC) project management methodology

Ensured project issues and risks were identified, quantified, managed, and tracked

Provided proposals to mitigate risks

Communicated and escalated risks, assumptions, and constraints, as needed.

Documented, managed, and tracked action items, risks, issues, assumptions, constraints, change requests, and dependencies

Developed and distributed weekly status reports reflecting the overall project health ((red, yellow, green/RAG), including risks and issues, as well as, key summary and accomplishments

Produced project artifacts (i.e., plan, resource plan, contingency plan, communication plan, governance, and RACI (tool used for identifying roles and responsibilities and avoiding confusion over those roles and responsibilities)

Analyzed high-level and detailed business requirements and provided expertise to the Product Manager/Business SME in use case creation

Clearly communicated to sponsors, management, stakeholders, end-users, vendors, IT personnel, and other project team members

Supported access to the Global Tracking Time (GTT) system that the Northern partners/employees used for time entry.

Recommended alternative solutions, project strategy, and deliverable prioritization

Responsible for implementation plan and tracking project deliverables

Created and maintained SharePoint Treasury Management site that housed all project artifacts and deliverables

Facilitated weekly project status and sponsors meetings and prepared meeting agendas and minutes

Facilitated JAD and RAD sessions

Worked with vendor (Fiserv) Project Manager in the coordination of meetings with business and technical resources

Maintained and updated ACH Enhancements financials and forecast information

Northern Trust October 2013 – February 2014

Project Manager within Change Management – All Departments (Contract)

Elicited requirements, created documentation, managed in the areas of Project and Portfolio Management, Financials, and time tracking for EPIC (Enterprise Project Information Center) system

Conducted analysis with expertise in different business areas, application wide analysis and proposal of solutions

Assembled, analyzed, and represented customer business requirements.

Performed feasibility analysis, scoped project, recommended alternative solutions, and prioritized deliverables

Created high level implementation plans, data and process models, cost estimates, cost benefits analysis, and return on investments

Facilitated workshops and weekly status meetings

Defined and tracked project milestones

Coordinated SIT and UAT testing

Completed Gate 0 SWAG estimate for EPIC Forecast enhancements

Completed initial cost estimate for GTT production requests

Created Appropriation Request for EPIC forecast and GL report enhancements

Performed as a team leader, when necessary

FIS Global December 2011 - April 2013

Business Systems Analyst, Sr. within Management Reporting (Contract)

Provided high level consulting services to clients, stakeholders, and internal technical staff on complex issues involving system functionality

Supported full life-cycle for the conversion of Marshall & Ilsley Bank (M&I) to BMO Systematics (deposits/IMPACS and lending/ALS-SM) and Equipment Finance applications to the downstream Management Reporting platform. Performed analysis, design, development, testing, and implementation

Created functional and technical requirements documents surrounding upstream application business requirements

Participated in defect meetings with QA and stakeholders and performed analysis of issues toward resolution

Assisted in providing resolution to conversion production general ledger and Management Reporting system issues

Prepared project tasks, estimates, functional and technical design documents, test plans and other project related documentation

Designed and built SharePoint MRP and GLM documentation site

Mapped new source application files to Informatica ETL database tables

Updated existing Informatica ETL database tables

Created test scripts and cases for conversion functional and technical requirements

Extensive knowledge of methods, tools, and technology used to carry out tasks necessary to prepare business assessment deliverables

Considerable knowledge and use of quality management methods, tools, and technology used to create and support defect-free, application software that meets the needs of the client/business partner

Followed basic principles, processes, phases and roles relevant to a waterfall methodology

Knowledge of architectural design principles, practices, and theories as well as basic concepts of object-oriented design and programming

Understood and focused on the clients’ needs, establishing credibility and building relationships with clients

Skilled in analysis, solid decision-making and problem solving

JPMorgan Chase June 2011 - October 2011

Business Analyst within Commercial Card (Contract)

Co-managed Commercial Card platform migration project work plans and revised as appropriate to meet changing needs and requirements

Coordinated with team leads to keep project approach and charter up to date

Prepared and presented weekly reports and deliverables for executive meetings and reviews

Effectively applied the conversion tool methodology and enforced project standards which minimized exposure and risk on project

Maintained stakeholder conversion event lists

Participated in daily defects meetings with stakeholders

Ensured project documents were complete, current, and stored appropriately in SharePoint

Utilized SharePoint to update and maintain the migrations pre-event checklist and whiteboard to ensure that pertinent information and documentation was conveyed to stakeholders

Helped facilitate team meetings, prepared meeting agendas and minutes

Delivered engaging, informative, well-organized presentations

Urban Partnership Bank December 2010 - May 2011

Project Manager within PMO (Contract)

Collaborated and interacted with IT, Retail Banking Operations (Checking, Savings, and Loans), Website, Compliance, Legal, and vendors

Performed business analysis of Retail operations and website

Provided project management, project planning, research and documentation for website, retail systems, Fiserv ConvergeIT: Volp (telephone banking system) and retail business reporting analytics

Utilized SharePoint and to maintain project documentation and MS Project and Daptiv PPM to track project status

FIS Global March 2010 - November 2010

Project Manager within Card Personalization (Contract)

Provided project estimates, project management, research, and documentation for the Card Personalization Account Manager VB6 application rewrite to .Net, Job Number Expansion, and customer reports

Conducted JAD sessions for the Job Number Expansion project and Account Manager VB6 application rewrite to a .Net environment

Prepared test plans, UAT and SIT test cases and executed testing for simple coding/system changes

Provided client support by working directly with the client in solving problems or making decisions requiring technical expertise or specialized knowledge

Elicited and clearly defined client needs by using interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, event lists, and business analysis

Performed administrative duties and prepared support documentation

Ensured quality management methodology

Experience supporting a variety of projects and familiar with multi-tasking

Responsible for the analysis phase for upcoming development and implementation projects

Experience creating test plans, cases and scripts; and conducting testing for applications software changes and/or new releases

JPMorgan Chase & Co. October 2008 - November 2009

Business Systems Analyst within Wholesale Lockbox (2 Contracts)

Collaborated with the clients to analyze business/technical requirements and review/produce specifications for any new/change to the Wholesale Lockbox system

Served as a liaison between IT and internal clients

Worked with the development team to ensure that they understood the requirements and technical specifications to upgrade and modify the Wholesale Lockbox system

Contributed to continuous improvement and proactively supported knowledge sharing for team

Identified, assessed, and documented business/technical requirements

Conducted research to determine if solutions to business/technical requirements existed within or outside the business unit, and if not, whether new solutions were feasible

Analyzed the impact of proposed solution across the business

Utilized SharePoint to maintain business and technical requirements documentation, as well as, business analysis procedures

Reviewed Quality Management team test cases and scripts to ensure that requirements documentation could be easily translated into test plans, and ensured that the proper testing plans were completed

Provided relevant test scenarios to the QA testing team

Participated in QA and UAT defect remediation utilizing the HP Quality Center application

Collaborated with test team to develop system integration test scripts and ensured the test results corresponded to the business expectations

Managed day to day individual workload and monitored milestones and critical dates to identify potential jeopardy of the schedule

Bank of America April 1988 – August 2008

(Legacy LaSalle Bank, ABN-AMRO, EXCHANGE NATIONAL BANK OF CHICAGO)

Senior Finance Analyst within Finance August 2000 - August 2008

Design and Development Responsibilities

Implemented and supported data feeds/interfaces and changes for corporate tax, general ledger, accounts payable, fixed assets, purchasing, supply ordering, file transfer pricing, corporate card, reconciliation, oracle projects, PeopleSoft, employee expense, and human resources financial query portal

Assisted in the front-end design, development, administration and support of the Chief Financial Officer (CFO) website; in-house developed web-based data query portal; and financial reporting web application

Worked on the design, development, administration and support of the Hyperion Essbase System

Configured rules for CheckFree Recon Plus general ledger accounts and transaction types

Created business process models and experienced and knowledgeable in business process reengineering

Elicited and documented functional requirement specifications and performed GAP analysis

Interacted with technology staff and business areas to formulate and implement solutions to enhance existing services and improve processes

Created unit, UAT, and SIT test cases and scripts and performed testing.

Developed reporting and data metrics to track client usage

Assisted in maintaining the Chief Financial Officer website and creating website homepages using Adobe Dreamweaver software

Created test plans and designed user acceptance and regression test scripts

Performed quality assurance and user acceptance testing using Test Director

Project Management Responsibilities

Performed project management activities for the financial management reporting and data query web-based portal applications and chief financial officer web site

Created and documented annual release schedules, project plans, and support procedures, as well as other documentation

Conducted enhancements status meetings and JAD sessions

Designed and conducted quarterly release, system upgrade and application training presentations

Assisted in the selection of financial reporting software package for balance sheet reporting (income/expense and assets/liabilities)

Monitored budget for development and project related work for the Executive Officers websites and the Finance Analysis Portal (FAP) web-based application

Acted as a liaison between the line of business end users and the IT groups

Production Support Responsibilities

Monitored the CheckFree reconciliation daily processes including; Federal Reserve Bank, Cash, Clearing, Suspense, and Supporting Schedules Supported financial management reporting and data query web-based portal applications and CFO web site

Identified and addressed production defects to websites and associated applications

Supported Hyperion Essbase application

Achieved system service levels and updated documentation to accurately reflect business/cost drivers, meeting all reporting and data availability deadlines

EDUCATION

B.A., Information Systems (IS) Audit, Control and Security, DEPAUL UNIVERSITY

TECHNICAL EXPERIENCE

Databases: IBM DB2, MS Access

Tools: MS Project, Visio, Access, Word, Excel, PowerPoint, Outlook, Daptiv PPM, SharePoint, Adobe Dreamweaver, SnagIt, Informatica ETL PowerCenter

Platforms: Windows NT/2000/XP/7, Oracle, Mid-Range, Mainframe

Defect Tracking & Testing: HP Quality Center, Mercury Test Director

Reconciliation Tool: CheckFree ReconPlus

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