Industry Experience

** ***** *********** ********** ********** in Banking, Finance, Insurance and Manufacturing

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Qualifications Summary

Agile/Scrum and Project Management

Systems analysis and design

Multi system integration

Resource Management

System implementation and training

Team building and leadership

Excellent problem-solving ability

Strong analytical and communication skills

Disaster Recovery planning and testing

Business and Technical experience

Tools and Methodologies

Agile/Scrum, MS Azure DevOps, CA Agile Central (Rally), and Office Suite, Waterfall, JAD/RAD, Visio, Balsamiq mockups, Jira and Confluence (issue tracking/wiki), Alfresco (content management), SharePoint, .Net, JAVA, various reporting tools and 3rd party application and system software, GL, AP, AR, F/A and payroll systems, mainframe (CICS, DB2, MVS)

Experience and Accomplishments

Agile Transformation Lead

•Set the vision, plan and lead company’s Agile transformation.

•Educate and coach all levels of the organization to adopt and implement Agile principles, values and practices

•Coach and mentor Scrum Masters to develop high-performing, self-organized teams to deliver the highest value outcomes.

•Create an environment of visibility and transparency of delivery expectations and outcomes aligned to business objectives and goals.

•Develop and facilitate Agile training across the organization.

•Support and develop Product Owners, Scrum Masters and teams to provide role clarity, foster collaboration consistency, coordination with other teams, and impediment management.

Scrum Master

•Facilitate scrum activities for multiple scrum teams and coach them in Agile methodologies, values and principles.

•Remove impediments and coach teams to remove the ones they can themselves.

•Help teams improve self-organization and cross functionality to reach their highest performing level.

•Utilize metrics to track progress and develop action plans for continuous improvement

•Work with Product Owner to write and prioritize product backlog items.

•Communicate with stakeholders and executives on deliverables and roadmap.

Project Management

•Led cross-functional teams for many project initiatives at various phases of development with high visibility and substantial impact to business.

•Worked with business partners and stakeholders to develop technology concepts, requirements and designs, and to create project roadmaps, schedules, and milestones.

•Developed and provided project plans, design solutions, detailed work plans, statements of work, budgets, resource allocations, testing and quality assurance plans, and status reports.

•Proactively managed changes in project scope, identified potential risks, and devised contingency plans and gap analysis.

System Analysis and Design

•Responsible for system analysis, design, development and implementation of online application for use by internal and external users.

•Performed needs based analysis sessions and feedback sessions to design and develop a system to meet business needs. The system was delivered ahead of schedule, and received recognition for excellence.

System Integration

•Responsible for all aspects of planning and execution of Treasury Management systems integration for a major bank merger. All systems in all banks/sub banks were successfully implemented within budget, on or before the target date.

System Implementation and Training

•Responsible for system implementation and training in 700 offices and 80,000 associates countrywide. Initial time frame of 18 months was reduced to 6 months. The implementation was successfully completed within 6 months, and the client was very pleased with the results and smooth transition to the new system.

Leadership

•Servant Leader for IT teams ranging in size from 4-35 team members. Ability to motivate and encourage individuals of varying backgrounds and experience levels, as well as effectively communicate with all levels of management.

Disaster Recovery Planning

•Responsible for developing, coordinating, testing, and implementing disaster recovery plan for all IT systems. Testing for all systems was successful, and the plan was adopted for future Disaster Recovery testing.

Employment Details

Coke Consolidated – Charlotte, NC

Agile Transformation Lead/Coach, September 2019 to present

•Responsible for planning and leading the company’s Agile transformation from Waterfall methodology

•Educate and coach all levels of the organization to adopt and implement Agile practices

•Stood up, coach and mentor 8 Agile teams, as well as Program Managers, Business Partners and executives for continuous improvement of delivering the highest value outcomes using various Agile delivery frameworks.

•Develop and facilitate ongoing Agile training across the organization.

The Harford Insurance – Charlotte, NC

Sr. Scrum Master, March 2015 to September 2019

•Scrum Master for two Scaled Agile teams for Online Quoting Platform system in Small Commercial business.

•Led and managed team of Business Analysts, Architects, Data Modelers and Developers for ODS (Operational Date Store) service integrations in support of the large technology initiative.

•Create and present governance presentations to program leadership.

•Responsible for delivering service integrations on schedule and within budget. Ensure team members have what they need to be successful. Trouble-shoot problems and implement optimum solutions.

•Maintain all project and financial artifacts such as project plan, staffing database, monthly financial ledger, earned value metrics, planned vs. actual analysis, status reports, burn-down charts.

Logical Advantage at Press Ganey – Charlotte, NC

Sr. Product Analyst, February 2014 to March 2015

•Lead and facilitate sessions with product and technical teams to gather business requirements.

•Create detailed requirements for application design and development for new internal and client-facing web applications.

•Responsible for working with business partners and development team to ensure successful delivery of high profile internal and client facing web applications.

•Provide analysis and trouble-shooting support for production systems.

•Create use and test cases for internal and external applications, and perform system testing.

Collaborative Results Consulting – Charlotte, NC

Founder-Business Consultant, November 2013 to August 2014

•Interact with senior leadership and major stakeholders to establish strategic plans and objectives.

•Provide leadership for effective coordination of all project tasks to ensure successful implementation.

•Work with executive management on needs and gap analysis across the organization.

•Assist executive team with sales presentations and system demonstrations to potential clients.

Zenmonics – Charlotte, NC

Project Manager/Systems Business Analyst, May 2012 to November 2013

•Worked with stakeholders to create project roadmaps, milestones, and detailed statements of work and functional overview documents.

•Consulted with business partners to clarify and define complex project requirements.

•Led project team and managed all activities in project life cycle (initiation, planning, design, development, testing, and implementation) for high visibility project.

•Served as liaison between various team members, including developers and the client’s project managers and executive management team.

•Provided support to executive management for business-to-business system demonstrations and sales presentations.

DotLoop – Blue Ash, OH

Director of Account Management, November 2009 to December 2011

•Worked with business partners to develop technology concepts, requirements, design alternatives, project schedules, and costs for new system initiatives.

•Directed and monitored all activities for large, high risk, technology web-based project from initiation to delivery. This included many concurrent initiatives at various stages of the development process.

•Responsible for system rollout for national account with 700 offices and 80,000 associates countrywide.

•Coordinate and oversee initial account setup, production implementation, problem resolution, and metrics reporting to client management team.

RE/MAX Unlimited – Mason, OH

Real Estate Business Owner, October 2002 to April 2010

•Established a team to continue to grow and scale the business. Doubled annual revenue in 2 years.

•Responsible for overseeing team members, in addition to all aspects of the business planning, execution and financials.

SMALL BUSINESS OWNER – Mason, OH

Owner/Operator, March 2004 to December 2006

•Managed all aspects of establishing and running retail business, including creation of LLC, marketing, purchasing, AR, AP, I&E, budgeting, payroll, local, state & federal taxes and day-to-day operations of hiring, training, scheduling and managing employees.

USBANK – Cincinnati, OH

Systems Manager, IT Officer, June 2000 to December 2003

•Responsible for the integration of Treasury Management systems for the merger of Firstar/US Bank. The integration of our systems in all sub-banks was successfully implemented into production on schedule and within budget.

•Worked with business partners to identify scope, risks, business requirements, and developed statements of work, project plans and budgets.

•Managed team for Commercial Banking products including Controlled Disbursements and Information Reporting interfaces to and from midrange JAVA Account Master Database, and Online Banking application.

HOWARD SYSTEMS CONSULTING – Cincinnati, OH

Project Manager/Consultant, March 1998 to June 2000

•Responsible for managing and facilitating the development of a new Claims system. All phases of implementation were involved including analysis, design, programming, testing, documenting, and training users on the new system.

•Installed GEAC General Ledger, Financial Controller, and Information Expert Software. Responsible for all phases of planning, budgeting, resource allocation, project tracking, implementation, testing, user training, and move to production.

•Provided production support for financial systems, including Accounts Payable, Fixed Assets, General Ledger, Payroll, Human Resources, and Purchasing.

OHIO CASUALTY INSURANCE GROUP – Fairfield, OH

Systems Programmer, January 1992 to March 1998

•Supported CICS, VSAM, MVS Operating Systems, as well as software from various 3rd party vendors.

•Provided Technical Support to Application Programming and other IT staff members.

•Responsible for Project Management of system upgrades and Disaster Recovery.

•Provided system performance monitoring and tuning.

•Responsible for review and selection of vendor software packages.

Lead Programmer, 1988 to 1992

•Worked closely with the financial department to continually improve the efficiency of the financial systems and to provide effective business solutions.

•Led other team members and assisted them in development and problem resolution.

•Held regular meetings with business users to determine their system needs and requirements, and facilitated meetings among various business groups to prioritize tasks and requirements.

•Assigned and communicated the prioritized tasks to members on our team through job specifications, and provided ongoing technical, application, and business guidance as needed.

•Supported software provided by Dun & Bradstreet (currently GEAC) for General Ledger, Accounts Payable, and Fixed Assets.

Programmer Analyst, 1985 to 1988

•Designed, developed, and implemented a CICS business application for input and correction of policies.

•All phases of implementation were involved including analysis, design, programming, testing, documenting, and training users on the new system.

•Involved extensive communication and coordination with the business user team and various other personnel throughout the company

Education

Indiana Vocational Technical College, Richmond, IN 1982-1985

Information Technology Accounting

Associate in Applied Science Associate in Applied Science

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