PROFESSIONAL SUMMARY

Sr Project Manager specializing in Program and Project Management with an emphasis with custom application development, Portfolio Management, BI/Warehouse, business operations, financial operations, business systems re-engineering and financial systems implementation using a combination of AGILE and Waterfall methodologies. Successfully managed various Portfolio Management departments, Operations, Information Technology, Accounting and Financial Operations departments during a 40-year period. Successfully filling the roles of Sr Business Analyst, Portfolio Manager financial and accounting operations management, program and project manager, engagement manager and principal consultant. Has worked in the consulting arena for over 35 years and has served as a key contributor of IT-based and business solutions in a variety of business environments, including State agencies, Banking, Financial Services, Insurance, Manufacturing, Beverage, Mining, Chemical, and Utility.

PROFESSIONAL EXPERIENCE

ROSE INTERNATIONAL, Jefferson City, MO Mar 2022 – Dec 2023

Project Manager Sr Business Analyst

Assisted Dept. of Education and Secondary Education (DESE) with Identifying and soliciting bids for replacement of the Child Care system, including market analysis, Project Plan estimation, Operations & Maintenance costs, creating project plan, WBS with MS Project.

Developing Business Case to support the project.

Analysis consisted of Business Requirements Gathering, creation, matrix evaluation and selection of the vendor for Child Care Database System, Professional Development Register system,

Created and maintained the project budget reporting to management biweekly.

Salesforce application implementation includes defect (thru JIRA) & issues tracking management through Bean.

Created and managed the UAT process and user interface design.

Working directly for the Commissioner for DESE to manage process and UAT completion.

Work with the management and communication through MS Teams, MS SharePoint for all components of the tools.

ROSE INTERNATIONAL, Jefferson City, MO Apr 2021 – Jun 2021

Project Manager/ Sr Business Analyst

Managed Dept of Conservation Infrastructure Asset Program Project to modernize the asset management program to include planning, designing and development of a new SharePoint structure, to create and maintain the overall asset management and capital planning for Department of Conservation.

Wrote Business Requirements Document (BRD), Project charter, Functional Requirements Document (FRD), Request for Proposals (RFP), Statement of Work (SOW).

Created and maintained the project budget reporting to management biweekly.

MENARDS, Lake Ozark, MO Jan 2020 – Mar 2021

Plan-O-Gram Sr. Specialist

Set up of merchandising Layouts throughout the store for seasonal changeovers.

Design, layout, and set-up of merchandising shelving for all departments.

TEKSYSTEMS, Jefferson City, MO May 2019 – Jan 2020

Sr. Project Manager

Set up and managed the Farm Credit Servies (FCS) Financial application portfolio project, through Azure DevOps and maintaining the ADO tickets through resolution.

Created and maintained the project budget reporting to management biweekly.

Includes development of the PMO and Business Practice Committee (BPC) policies in accordance with Project Management (PMBOK) approaches and methodologies, process management and executive reporting.

Readied the RFP (Request for Proposal) according to the guideline for the vendor selection purpose.

Manage several projects on-going including Loan Application, Expense reporting, Real Estate Appraisal integration and development, and management of all Project master listing and staffing assignments.

Reported on details and contents of the system through SQL queries to produce the findings requested.

Utilized Azure Dev Ops (ADO) system to report and manage tickets for issues found.

Prepared user stories, containing physical and functional requirement connections, and obtaining sponsor signoffs for all user stories and requirement designs.

ROSE INTERNATIONAL, Jefferson City, MO Oct 2018 – Apr 2019

Sr Project Manager / Business Analyst

Managed multiple State Projects (Dept of Conservation) planning, designing, maintaining the overall project for Agricultural and Park range access following Project Management (PMBOK) methodologies and approaches.

Managed and participated in direct development through the multiple projects, prepared user stories, containing physical and functional requirement connections, and obtaining sponsor sign-offs for all user stories and requirement designs.

Created RFP documentation and scoring model for the evaluation of vendor responses.

Worked with Azure Dev Ops (ADO) reporting and managing tickets for projects involved with.

Created and maintained the project budget reporting to management biweekly.

BERRYDUNN, Jefferson City, MO Sep 2015 – Jul 2018

Sr. Consultant/Project Manager

Part of the PMO office for State of Missouri Project developing, maintaining, and monitoring the Solutions Vendor projects activities and deliverables in accordance with Project Management (PMBOK) methodologies and approaches.

Responsible for the Identification of risks and issues, project, test, and implementation activities and plans as associated with PMBOK rules and reporting structures reporting to State of Missouri Senior Management for the Medicare / Medicaid systems and MMIS (Medicaid Management Information Systems).

Created and maintained the project budget reporting to management biweekly.

Sr. Consultant/Project Manager

Part of the Independent Verification and Validation (IV&V) group.

Specializing with identification of risks and issues, reporting to State of Missouri Senior Management and Center for Medicare/Medicaid.

Responsible for the oversight of the MEDES project planning, research and analysis, Medicare / Medicaid systems (CMS) monitoring.

This project encompassed the Missouri Medicaid, Eligibility and Enrollment project.

Other responsibilities include the CMS Checklist validation, monitoring of the project timelines utilizing MS Project 2016, and ensuring the MITA standards are utilized for State of Missouri MEDES project.

Performing review, oversight, and modifications to process and testing documentation support for the West Virginia DHSS.

Performed review of MITA implementation from a third-party vendor.

Created and maintained the project budget reporting to management biweekly.

ROSE INTERNATIONAL, Jefferson City, MO Apr 2015 – Jul 2015

Sr. Project Manager

Sr. Project Manager - Responsible for the planning, analysis, coordination, and management of the State Tax Commission Assessment application project Implementation utilizing the AGILE methodology with interactions with State IT, Business agencies and Field assessors throughout the state.

Created and maintained the project budget reporting to management biweekly.

Maintained and reported on project risks, issues and cost, schedule and UAT.

ENGAGEPOINT, Jefferson City, MO Jul 2013 – Apr 2015

Sr. Project Manager

Created and maintained the project budget reporting to management biweekly for DHHS.

Lead the procurement of the software vendors.

Responsible for the planning, analysis, coordination and management of large high visibility Integration, Enrollment, Financial and Conversion projects with Product Teams, State IT and Business agencies and Federal Hub interactions along with MMIS interfacing.

Prepared user stories, containing physical and functional requirement connections, and obtaining sponsor signoffs for all user stories and requirement designs and maintaining logs of all requirements and user stories, mapping of data requirements and preparing GAP analysis for all requirement for all application components for MEDES.

MEDES - Medicaid / Medicare State of Missouri - responsible for the overall program management and coordination for the complete re-write of the Medicaid/Medicare system in accordance with PMBOK rules and approaches.

The projects included the implementation of customization of several products along with customization of integration between Products and Legacy applications.

The development of these components is a combination of JAVA based, MF COBOL and .Net development methods.

Enrollment - Out of the Box (OOTB) solution customized to accommodate statewide access and participation sign-up for Medicaid and Medicare recipients interfacing with ACA (affordable care act).

Financials - Out of the Box solution customized to accommodate statewide billing, payment tracking and plan tracking for Medicaid and Medicare recipients interfacing with legacy systems and processing in conjunction with outside vendors.

Integration - Custom integration and interfaces with legacy systems, OOTB solutions, Federal Agencies and Insurance and banking vendors.

Conversion - Custom conversion / migration of data for all Enrollment, Financials and Eligibility records.

OAKWOOD SYSTEMS, St. Louis, MO Dec 2011 – May 2013

Sr. Project Manager

Program Manager - Responsible for the planning, coordination and management of large high visibility financial programs.

Created and maintained the project budget reporting to management biweekly.

Safety National - responsible for the overall program management and coordination utilizing the Agile Methodology for an initial re-write of a BI/Data Warehouse system.

Reporting to the CIO.

The project also includes the implementation of a SharePoint Portal for accessing ad-hoc and standard reporting.

Responsible for the P&L and budget for all aspects of the program.

RGA Earnings Analysis - responsible for the overall program management and coordination between multi - organizational operations for evaluation and projection applications reporting to CXO level to be implemented coordinating with 16 major application development.

Responsible for the P&L and budget for all aspects of the program.

RGA Joint Venture Program - responsible for the overall program management, definition and coordination between RGA and Joint Venture Partner to implement and bring to market a new concept multi-organizational product line of business coordinating with Legal, multi partners, underwriting and pricing groups reporting to CXO level management.

ADVANTAGE RESOURCING, St. Louis, MO Jul 2011 – Dec 2011

Project Manager

Project Manager - Contracted by Wells Fargo Advisors responsible for the planning and management of financial applications and Regulatory projects under the data management group.

ERISA Regulation Reform - responsible for the project support for the ERISA regulatory reform project implementation coordinating with 13 major application developments.

Created and maintained the project budget reporting to management biweekly.

TECHNOLOGY PARTNERS, Jefferson City, MO Jan 2011 – July 2011

Project Manager

Project Manager - contracted by World-Wide Technologies responsible for State of Missouri Unified Communicator Phone implementation for Phase 1.

Multi-location deployments and implementation - responsible for the overall project direction and completion for multiple sites - Jefferson City, Columbia, Springfield, Kansas City and St.

Louis State locations.

Implementations include the Cisco Unified Communications Applications for the VoIP systems statewide.

Created and maintained the project budget reporting to management biweekly.

ACTIVE OUTDOORS, Jefferson City, MO Jul 2009 – Jan 2011

Program Manager

Program Manager responsible for State DNR/Wildlife operations for Colorado, Georgia, and Kansas.

As part of the role, reported on details and contents of the system through SQL queries to produce the findings requested.

reported on details of the system through SQL queries to product finding requested.

P & L management responsibilities for all projects associated with the individual state from RFP review and response Process, and outsourcing portfolio management through multiple locations (Jefferson City, MO., Nashville, TN, and Frostburg, MD.

Also responsible for systems portfolio design for the licensing division software development, client relationships, and multiple projects for all three states.

Colorado Dept. of Wildlife Management - responsible for maintaining the relationship and operations for all Hunting and Fishing systems, season management and agent management.

Georgia Dept.

Natural Resources - responsible for maintaining the relationship and operations for all Boat licensing, Parks & recreation, and Hunting and Fishing systems, season management and agent management.

Kansas - responsible for maintaining the relationship and operations for all Boat licensing, Parks & recreation, and Hunting and Fishing systems, season management and agent management.

Created and maintained the project budget reporting to management biweekly.

TEKSYSTEMS, INC., St. Louis, MO Mar 2009 – Jul 2009

Project Manager

Project Manager - contracted by Master Card responsible for planning and execution of financial operations and client product development projects.

MasterCard, Inc. - Project Manager for the Prepaid Product development project for international clients.

Manage 13 overall project teams to implement standardized products developed for International prepaid market.

Responsible for project planning, scheduling, communication with client and upper management, reporting and financial tracking.

Created and maintained the project budget reporting to management biweekly.

DAUGHERTY BUSINESS SOLUTIONS, St. Louis, MO Jan 2007 – Jan 2009

Sr Project Manager

Created and maintained the project budget reporting to management biweekly.

Engagement / Business Operations manager responsible for client operational management for business and systems portfolios, RFP creation, evaluation review and response for all off-shore and on-shore outsourcing portfolio management clients; business re-engineering; program / project management and financial P&L responsibilities for the client contracts and delivery.

Prepared user stories, containing physical and functional requirement connections, and obtaining sponsor sign-offs for all user stories and requirement designs.

Edward Jones, Inc. - Sr. Engagement Manager for the Branch Audit Tracking application design and development.

The newly developed application automated the scheduling, itinerary generation, system and application table maintenance, audit results tracking, reporting and financial impact to poor performing branches.

EverBank - Sr. Engagement Manager for World Markets Systems mission critical application to convert and redevelop the system and its tributary applications from Paradox to .Net framework.

The conversion included the redesign and development establishment of funds reporting and monitoring processes and automating the reconciliation process for funds positions daily.

EFunds - Sr. Engagement Manager for the redesign of the distributed Debit Bureau Fraud Services custom development project - to redevelop and migrate the Fraud Services application from MF to JAVA / Oracle platform consisting of 10 financial services.

Senior Business Analyst responsible for the analysis and design of the Fraud Manager and Liability Manager products.

Anheuser-Busch, Inc. - Engagement Manager for the development and management of a Program Office responsible for all contract preparation, RFP development and response evaluation, and negotiation support, financial over site, and overall direction for Offshore Outsourcing Management Group.

CIBER, INC., St. Louis, MO Oct 2004 – Dec 2006

Regional Director of Delivery (Director, Branch Operations)

Created and maintained the project budget reporting to management biweekly.

Responsible for management oversight of the business operations, branch financial / accounting management and reporting, project delivery management including business development support including project P & L,, staffing and training, and oversight and mentoring for four regional operation centers; Primary responsibility for development and management for the four regional offices responsible for all contract preparation, RFP development and response evaluation, negotiation support, financial over site, and overall direction for Offshore Outsourcing projects; Total staff responsibilities 120+ consultants, administrative and sales staff.

Director, Center for Project Performance

Created and maintained the project budget reporting to management biweekly.

Responsible for project and financial oversight for custom systems development, packaged software implementation, business application outsourcing projects and off-shore outsourcing services.

Responsibilities include executive management reporting, mentoring of all senior level project management and regional management staff for operations management and financial tracking and reporting.

DAUGHERTY BUSINESS SOLUTIONS, St. Louis, MO Jan 2001 – Oct 2004

Principal Consultant

Created and maintained the project budget reporting to management biweekly.

Responsible for client operational management of business portfolios; RFP creation, evaluation review and response for all off-shore and on-shore outsourcing portfolio management clients; Web development, Enterprise Portal, RFP Process development and business re-engineering.

Anheuser-Busch, Inc. - Program Manager for the development and management of a Program Office responsible for all contract preparation, RFP development and response evaluation, negotiation support, financial over site, and overall direction for Offshore Outsourcing Management Group; Project Lead for Desktop Refresh 2004 Program RFP development and response evaluation, negotiation support, financial over site, and overall direction for Offshore Outsourcing Management; Project Manager for SAP Enterprise Portal Strategy Assessment & Standards development Project; Program Manager for BW Standardization; Project Manager for Desktop Strategies repackaging and software distribution; Project Manager for SAP Enterprise Portal Strategy Assessment & Standards development; Program Manager for BW Standardization; Project Manager for Desktop Strategies repackaging and software distribution.

Arch Coal, Inc. - Project Manager and lead analyst for an e-strategy planning, external customer needs analysis, and process decomposition.

Development of the business case and other intricate business opportunities that would enhance the effectiveness of the business changes.

Edward Jones, Inc. - Engagement Manager for the setup of a Co-Sourcing Program Management Office for management and support for offshore development projects, core systems support and outsource services management.

Parents As Teachers, Inc. - Engagement Manager for an e-strategy and Architecture planning for the development of a nation-wide web-based enterprise systems and support processes with responsibilities for management reporting and financial control of the project.

MARCHFIRST, INC., St. Louis, MO Sep 1999 – Dec 2000

Sr. Manager

Created and maintained the project budget reporting to management biweekly.

Management of Web development, e-strategy, business process re-engineering and Y2K projects for Fortune 500 clients in the financial services, manufacturing, consumer products and energy industries.

A.G.

Edwards & Sons, Inc. - Program Manager for the design, development and implementation for an integrated Web-based Fixed Income and client portfolio management system for use both at the corporate offices for investment inventory control and field investment offices nationwide for investment planning and securities purchasing and control with responsibility for progress and financial control of the project.

ERNST & YOUNG, LLC, St. Louis, MO Jul 1996 – Sep 1999

Sr. Manager

Created and maintained the project budget reporting to management biweekly.

Portfolio Management of Web development, e-strategy, business process re-engineering and Y2K projects for Fortune 500 clients in the financial services, manufacturing, consumer products and energy industries.

ConAgra - Program Manager for the design, development and implementation of a program office for corporate-wide project control management and financial control responsibilities - Portfolio Manager for the development and management of the Y2K program Office - responsible for managing eighteen (18) separate initiatives.

AmerenUE - Program Manager for the redesign of the Information Service Transition project which included the restructuring analysis, design and transition of the IT Group for this utility client.

Enterprise Rent-A-Car - Program Manager for the redesign of the world-wide reservations and rental systems which included the phased transition of these systems and integration and conversion of the legacy systems.

Ernst & Young ABS Division - Portfolio Manager for this sixteen (16) projects Applied Technology Intranet Systems development to design, develop and integrate multi web-based applications to provide tools and services for the worldwide audit group of E&Y.

Responsible for financial oversite, and overall direction for Offshore Outsourcing Management for the program and direction for all projects included in the portfolio.

CSX, Inc. - Program Manager for the Y2K effort with this transportation industry client.

Mercantile Bank - Portfolio Manager for the design, development, and implementation of a Program Office for corporate-wide project management operations - Portfolio Manager for the development and contract management of the Y2K Program Office responsible for over twenty-three (23) separate initiatives, and Project Manager for the Y2K reengineering effort.

SIGMA-ALDRICH, INC, St. Louis, MO Nov 1994 – Jul 1996

Director, Worldwide Business Systems

Created and maintained the project budget reporting to management biweekly.

Responsible for managing a worldwide business systems portfolio of projects, development of the business cases to support these projects including cost/benefit and ROI determination for all proposed projects before approval.

Also responsible for the planning, design, development and implementation of projects with a staff of 10 professionals worldwide.

WESTERN UNION, St. Louis, MO Jun 1991 – Nov 1994

Director, Financial Systems & Operations

Created and maintained the project budget reporting to management biweekly.

Responsible for the management of worldwide financial business systems operations and backend financial systems development and processing operations and support.

Responsible for directing 150+ staff worldwide including outside contracting firms.

PRICE WATERHOUSE, St. Louis, MO Sep 1990 – Jun 1991

Project Manager, Financial Systems

Project Manager for Fortune 500 Clients responsible for financial systems implementations, business process re-engineering and ERP manufacturing systems for clients in the financial services, manufacturing, consumer products and energy industries.

Created and maintained the project budget reporting to management biweekly.

DIMAC CORPORATION, St. Louis, MO Oct 1989 – Sep 1990

Manager, Corporate Planning and Analysis

Developed and managed corporate budget and financial analysis functions; designed and implemented corporate budget process and supporting systems for Nation-wide Direct mail/Advertising firm.

ADVO SYSTEMS, INC., Hartford, CT Dec 1983 – Oct 1989

Corporate Controller

Responsible for oversight of the financial and systems organizations for largest Nation-wide Direct Mail Company.

Manager, Information Services.

Created a business liaison function within the Information Technology Group providing functional and systems support to all business units within the largest Nation-wide Direct mail company.

MERRILL LYNCH, Stamford, CT Dec 1981 – Dec 1983

Corporate Accounting Manager

Managed all aspects of the corporate accounting operations for one of the largest investment firms worldwide.

CITIBANK NA, New York, NY May 1977 – Dec 1981

Financial Operations Manager

Managed the regional processing center for eastern regional bank operations group.

EDUCATION

BBA, Accounting: Accounting; Minor: Law & Economics

Adelphi University – Garden City, NY 1980

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