SUMMARY

Extensive project management experience leading complex and high risk projects designed to enhance products, processes, and systems. Adept at assessing what needs to be done, quickly coming up to speed, gathering a team of experts, and getting the results accomplished as agreed within budget and deadlines. Experienced coming into an existing ‘in-flight’ or at the beginning ‘birth-to-grave’ projects. Managed large insurance product and platform consolidation, large bank acquisition integration, compliance (SOX, REG E, CFPB), service upgrades, retirement of legacy systems, process improvements, business continuity plans (BCP) and IT system changes. Managed geographically dispersed staffs and vendor contractors.

Demonstrated business analysis experience including functional service understanding, software application testing and evaluation, and recommending processes and procedures.

Proven manager and consultant with the ability and the desire to deliver consistent, tangible, and meaningful results. Strong organizational change management skills that can provide stability in the midst of change; demonstrated leadership, partnering, and ‘make it happen’ skills. Managed new departments, existing departments, and merged several departments. Experienced at coming into a troubled department and being the change agent. Managed a business operational department that included production, customer service, installation, and business services groups. Managed Information Systems departments that included focus on new development, support, Information Center service, plus a development data center.

Business owner for a Business Services/ Management Consulting company successful at selling and delivering solutions by demonstrating problem solving, handling customer's requirements, managing people, vendor management, and delivering practical results.

Seasoned teacher and facilitator with the ability to work with customized as well as packaged training materials.

INDUSTRY EXPERTISE

Financial services, insurance, banking, manufacturing, healthcare, business services, government agencies, utilities, retail, food and beverage, plus small business services.

PROFESSIONAL EXPERIENCE

Project Manager/ Strategic Consultant

Consultant/Contract Services 2013 – present

TEK Systems

oWells Fargo Home Mortgage 8/10/15 – Present Prj Cons

Business Process consultant working as an implementation lead (PM) on Imaging Services projects. Major work includes content migration from older systems to the go-forward platforms thereby saving >$5 million in upgrades. This involves coordinating and testing for monthly and quarterly development releases. Other work including best practice process for Capture packaging implementations; projects for Risk/Compliance such as RESPA/TILA.

Robert Half Management Resources/ Technology

oDeluxe 4/17/15 – 8/7/15 PM

Project manager/Business Process consultant for initiatives within the sales enablement team for community banks. Initiatives included, check simplification, client manager territory analysis, account analysis and sales incentive programs.

oU.S .Bank 3/5/15 – 4/3/15 BA

Business Analyst assisting with writing a test strategy and several report business requirements for a new treasury system for the trade desk.

oWells Fargo Home Mortgage 2/3/14 – 1/30/15 Prj Cons

Business Process consultant working as an implementation lead (PM) on Imaging Services projects. This involved coordinating and testing for monthly and quarterly development releases. Led the retirement of a legacy system with several side projects. Coordinated the testing effort of the IE 11 product and provided documentation on several repeatable processes to ensure consistent successful results.

oWells Fargo Home Mortgage 8/23/13 – 1/31/14 Prj Cons

Strategic Consultant working as a project manager on a federal regulation (CFPB) initiative. This involved coordinating and testing over 40 systems; creating a department of over 200 people; applying lean technology to organize the effort.

Adjunct Faculty

CARDINAL STRITCH UNIVERSITY (College of Business) 2008 – 2015

Project Manager

TRAVELERS INSURANCE 5/2008 – 8/2013

Provide project management for several concurrent projects as part of the product and platform integrations that included IT and business processes. Each project included a budget of $3-6M, teams of 10-50 people and using Share point for document repositories, PPM for resource and milestone tracking, TM1 for financials.

Developed Risk Management best practice paper for the PMO.

Took over in-flight projects including a document repository, building valuation service, publication management and specialty group consolidation projects. Managed business readiness components for each project that would include training of end users, communication to operations, procedures, and operational support transition. Facilitated workflow discussions within business units before implementation of project change.

Project Manager/ Strategic Consultant

Consultant/Contract Services 2006-2008

Weatherly Consulting

Hartford Insurance (Woodbury Financial) 7/5/07 – 12/28/07 Sr BA/PM

Created the Business Continuity Plans (BCP) for the company’s disaster recovery activities. This included mission critical and skeleton plans for business essential activities. Created the Business Impact Analysis for all the business functions within the company. Tested the Business Process Plans for each business function going beyond mission critical to business essential.

Ameriprise 1/22/07- 2/23/07 Sr PM

Laid out the project plan for 2007 product marketing initiatives; AQMS course and certification.

DJS Business Services, Inc.

Mound School District 11/2006 – 5/2008 Sr PM

Managed the upgrade of a multi-faceted school program working closely with the TIES vendor.

Adjunct Faculty

UNIVERSITY OF ST THOMAS (College of Business) 2006- 2008

Vice President

USBANK 2003 – 10/2006

Controlled spending while ACH Services grew 15-20% year over year for 3 years. Successfully handled rapid change, operational growth for customers, and internal business partners. The department included production, customer service, installation and business services.

Successful completion of high profile, sensitive compliance and regulatory programs including Regulation E process, Risk management, Business Continuity Plans (BCP), Sarbanes-Oxley (SOX) compliance process, Information security, Process improvements, and Facilities management.

Assistant Vice President

USBANK 1/2000 - 2003

Supported ACH Services – Production, Customer Service, Installation and Product Management with analysis support, project management, release management, compliance and contingency planning as well as business workflow planning for all acquisitions and integrations. This also included service upgrades and training for PEP+ as the business system. Managed and redesigned a customer services department to allow timely and accurate information to be presented to the customers.

Project Manager/ Strategic Consultant

Consultant/Contract Services 1994 – 2000

Ajilon Consulting

US Bank/First Bank Systems (ACH) 9/95 –12/99 PM/BA

Created functional specification and designs, tested and evaluated software products. Mentored and trained staff on the new competitive product software. This included client server applications as well as Tandem applications, plus IBM mainframe with VSAM and DB2. PEP+ was the business system.

Analyzed the impact of a very large bank acquisition and participated in the conversion of US Bank into the First Bank business model.

Project managed all projects within ACH including their Y2K effort. Mentored analysts in project management methodology and business analyst skills.

First Bank Systems (ACH) 6/95 - 9/95 BA

Analyzed and tested new competitive product software. Created and analyzed the decomposition of business requirements for testing plans; designed functionality models and process flows.

First Bank Systems (ACH) 8/94-5/95 BA

Analyzed and implemented a new software release for the Automated Clearinghouse (ACH). Focused on the business process’ including user requirements, testing (unit, integration and acceptance) of application changes, and problem/issue resolution. Analyzed and recommended business process improvements by investigating security, reporting, work flows, training, documentation, plus audit requirements.

Project Manager/Engagement Manager

DIGITAL EQUIPMENT CORPORATION (MN) 2/1990-6/1994

Qualified consulting opportunities for new business and continuing engagements. Provided project management and consulting for Digital customer implementations with project teams on-site at the customer’s locations. Proposed, negotiated, and implemented over $3 million in customer solutions with services that included networks, relational databases, and client-server computing. Designed and implemented operational and product support technical solutions that improved the efficiency of customer delivery. Led an all-function quality improvement team that instituted process improvements that resulted in higher customer satisfaction for ease of doing business.

Engagement Consulting/ Project Management

oState of Minnesota 1990-1993 PM/EM

Directed project teams for the Departments of Public Safety and the Bureau of Criminal Apprehension which included Accident Records, Computerized Criminal History and Criminal Analysis.

oMLT Vacations, Inc. 1991-1992 PM

Managed a team in the development of a new database implementation for Information management and led proposal teams for various software and hardware analysis and purchases.

oBurlington Northern 1991-1991 PM/EM

Led a team in the requirements analysis for a new database structure for legal documents; plus

led project team in pre-sale effort for a complete document and record keeping re-engineering effort.

oFDC/Donnelly, Inc. 1991-1991 PM

Led a project team in the development of new direct marketing software. In addition, built and led a proposal team in a complete migration strategy.

oAutoline (Identifix) 1991-1991 PM

Led a team in the development of software for linking pollution control processes; including the

development of a proposal for integration efforts.

Engagement Management only 1990-1994

Dayton/Target Merchandising System

Thompson Enterprises Administrative/Distribution/ POS System

Norwest Network and Telecommunications

3M - Tucson Manufacturing/Material Scheduling System

State of Minnesota .

. Attorney General Office Administration Systems

. Dept. of Housing Finance Network Environment

. Land Management Information Center GIS Systems

.Ramsey County Hardware Requirements

IT Manager, Project Manager, IT Development positions – MA, NH

DIGITAL EQUIPMENT CORPORATION (MA/NH) 8/1977-2/1990

Managed IT department for a corporate department focused on sales analytics.

Progressive IT development and design positions for several business units.

EDUCATION

M.B.A., SOUTHERN NEW HAMPSHIRE UNIVERSITY - Manchester, NH

Bachelors, UNIVERSITY OF NEW HAMPSHIRE - Manchester, NH

A.A., CONCORD COLLEGE - Manchester, NH

Continuous education: Focused in business, management, technology, Agile and Scrum training, Business Continuity Plans, and behavioral studies.

Certification – AQMS

COMMUNITY LEADERSHIP

Provided seminars on time management, change management, and managing difficult people at various community education centers in Prior Lake, Shakopee, and Apple Valley

AFFILIATIONS

Member of Project Management Institute (PMI) - 1990 - 2008

Member of the Council of Independent Professional Consultants (CIPC) – 1994 - 2014

Member of the Professional Association of Computer Trainers (PACT) - 1997-2000

Chambers of Commerce : Burnsville – 2007-2008 : Bloomington/Minneapolis Regional – 2007- 2008, 2013- 2014

United Way – with USBank Cabinet - 2005-2006

BestPrep – eMentor with Travelers - 2011-2012

National Association of Professional Women – 2013- 2014

Contact this candidate