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Project Manager Financial Services

Location:
Wilmington, NC
Posted:
November 25, 2023

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Mike Portera MPM, PMP, CSM

ad1f1l@r.postjobfree.com

https://www.linkedin.com/in/michaelportera/

919-***-**** Wilmington Area, NC

Leadership, Program & Project Practitioner Summary o Accomplished Program & Project Manager, Client-focused Servant-Leader, Practitioner, & Instructor with > 25 years of experience leading diverse teams across the global landscape & delivered client-focused solutions that include: voice, data, process improvement, business process development, tele-communication, I.T., change management, M&A, Microsoft Ecosystem, UCaaS, CCaaS, SaaS, network enterprise, cloud, & security engagements (list not inclusive). o Successfully led & delivered multi-year programs & projects within the following industries: Financial Services (banking, insurance, & mortgage), Healthcare, City, County, State, & Federal Gov’t., Transportation, Telecommunication, I.T. Primary & Secondary Education, & Manufacturing.

o Articulate Program & Project Leader able to succinctly convey strategic objectives to all team members to motivate, empower, & build high-performing teams. Expert in developing business processes, workflow development, tools alignment, process & procedure improvement techniques throughout the entire project & client lifecycle. o Accomplished Project, Program, & Portfolio Professional, Servant-Leader, Consultant, & Instructor-- Skilled at Vendor Mgmt., Client Engagement Mgmt., Leadership, Risk Mgmt., Stakeholder Engagement, & Client Lifecycle Mgmt. o Skilled professional at identifying & incorporating business outcomes throughout client engagement lifecycle. o Skille Project & Program Professional (practitioner) in PMI, Waterfall, Agile, Scrum, & Kanban frameworks. Program & Project Experience (lists not inclusive) Program Management

o Led 30 + team (client: >200k employee healthcare) in multi-year CCaaS transformation; 300+ clinics.

o Led 100+ global team (client: AT&T) in multi-year

$100MM Capex global data center deployment.

o Led Portfolio Mgmt. (client: food manuf.) construction, design, scoring, prioritization, & reporting.

o Led 50 + team (client: Fin. Svcs.) in multi-year, multi- phased Data Center migration & Branch Banking

transformation; 150 branches & multiple data centers. o Led & Managed multi-year program (client: mid-size healthcare) Pre-sales, design, planning, & delivery of Cisco PCCE deployment; Applications included CUCM, Unity, CER, CUIC, Finesse, CVP, IM&P, & Calabrio WFO. o Led multi-year (client: insurance) transformative tele- communication network upgrade for 10k + agents.

o Led multi-phase, global data center infrastructure design & deployment (client: AT&T) of cloud

computing (CaaS), storage (SaaS) solution, & NFV

(virtualization).

o Led multi-year design (client: E911 provider) &

deployment of critical Emergency Services; included new-site construction phases & new site turn-up.

o Led multi-year (client: Fin. Svcs.) design & deployment for Financial Services solution.

Project Management

o Led concurrent (client: healthcare) project

engagements delivering transformative Genesys

Cloud Contact Center (CCaaS) solutions; on-boarding

> 200 sites for a healthcare consortium.

o Led concurrent (client: healthcare) project design & delivery for healthcare clients spanning EMR, UCaaS, UCCX, CUIC, Unity, CER, Expressways, security,

network Infrastructure, & M&A.

o Led (client: healthcare) Cisco UCCX CCaaS, CUCM, CUIC, Finesse, & CER

o Led (client: County & City gov’t.) client solution needs for multi-phase project engagements deploying

solutions in the Microsoft Ecosystem (Skype to

Teams, O365, video & Dynamics CRM).

o Led multi-phased M&A project (client: Mortgage

broker); included financial mgmt. & budgeting.

o Led multi-phased multi-year (client: primary ed.) deployment of video, voice, & data solutions.

o Led multi-phase (client: county gov’t.) in design & delivery of advanced court video & audio solution. o Led multi-phase multi-year deployment (client: retail) of transformative Data Center solution.

o Led multi-phase (client: County gov’t.) in Security & Storage solutions.

Professional Experience

Polaris Group LLC- Wilmington, NC 2013 – Present

Managing Principal, Consultant

o Accomplished Project & Program Professional experienced at helping companies optimize their Human Capital. o Proven Leader in Project & Program Management, PMO creation, modifying & redefining existing PMO’s, people development, process development, mentoring, & training. 2 P a g e

o Consulting engagements include: business needs assessments, process improvement, operations management, accounting & finance management, workflow development, gap analysis, contact center development, risk management, establishing corporate PMO, organizational change management, leadership development, merger & acquisition, & optimization of business processes. o Experienced Instructor & Trainer for Fortune 500 corporate clients & several Junior Colleges across NC. o Industries include: healthcare, finance (banking & mortgage industry), telecommunications, information technology, food manufacturing, & state, local, & federal government. o Project delivery framework / methodologies include: Waterfall, Iterative, Agile, & Scrum. o Skilled leader in complex multi-year, financial & technical client engagements. o Skilled change agent able to effectively work within entire corporate structure & navigate organizational & operational change.

Cerium Networks, Spokane, WA. 2018 – 2022

Director, PMO

o Member of Executive team; establishing & delivery strategic direction & 5 yr. plan to Business units. o Strong business-client relationship acumen across diverse industries including (not inclusive): Finance, Insurance, Accounting, Healthcare, State & Local Gov’t, & Primary & Secondary education. o Skilled Professional in process & workflow improvement techniques across department & organizational boundaries. o Provide project leadership, change management leadership, escalation leadership, standards adherence, documentation leadership, & coaching / mentoring leadership. o Develop MBO’s, Hiring & Separation responsibilities. o Accountable to portfolio financial performance.

o Lead diverse team of Professionals in all aspects of client-focused technology engagements. o Deliver voice, data, security, enterprise, SaaS, collaboration (UCaaS), & contact center (CCaaS) solutions for clients utilizing solutions from Microsoft, Genesys, & Cisco (not inclusive). AT&T – Durham, NC. 1999 - 2015

Multiple Positions of Advancing Responsibility

Sr. Technical Director, Sr. Program Manager, Sr. Project Manager, Lead Network Project Engineer. o Led & managed diverse global team (35+ global team members) through all aspects of project planning & delivery. o Mentored, coached, & trained global teams in business, management, leadership, & project management practices. o Skilled professional in vendor & 3rd Party Management. Hiring & Separation responsibilities. o Accountable for ($150 MM) Infrastructure Portfolio —design approval, implementation, prioritization, resource, process development, schedule, budget, risk mitigation, & change management. o Accountable for project compliance, process & workflow development, & entire project lifecycle. Responsible for all aspects of the development & implementation of assigned business programs & projects. o Managed & led all aspects related to risk, schedule, workflows, processes, & change management strategy. o Provided strategic consultation to Executive Leadership on program alignment to corporate objectives. Certifications / Education

PMI- Project Management Professional (PMP)

Scrum Alliance- Certified Scrum Master (CSM)

Western Carolina Univ. – Masters, Project Mgmt. (MPM) Illinois State Univ. –B.S., Finance

Software Skills / Technical Proficiency

Microsoft Ecosystem (Dynamics CRM, ADO, O365, PowerBi, Teams, SharePoint, Project, & Visio) Salesforce CRM, Jira, Zoom, Cisco WebEx, Cisco UCCX, UCCE, PCCE, WxCCE, Paylocity, Mural, Citrix, VMware, Dell EMC, HTML, CSS, PHP, cPanel, WordPress, Google Analytics, Adobe Connect, Jungo, ChatGPT, Meta Workplace, & Zapier. Instructor Experience

Adult-learning Instructor: Fortune 500, & Several NC Community Colleges, Federal (DHHS, DHS, DOT, DOD), State, & City agencies. Course instruction (not inclusive): Project Leadership, PMP Exam Prep., Risk Mgmt, Communication Leadership, Change Management, & Project Essentials. Authored Webinar Topics: Communication Leadership, Project Leadership, Scope, Requirements, Risks, Quality, & MS One-Note.



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