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Financial Services Project Manager

Location:
Jacksonville, FL
Posted:
January 16, 2024

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Resume:

Jesse Pina

Jacksonville, FL

904-***-****

ad2tac@r.postjobfree.com

Skype Acct: novelaguy

Summary

An experienced IT Project Manager, Product Owner, Program Manager, in the fields of strategic management, marketing strategy and digital strategy

Extensive experience in leading and managing Development, Infrastructure & QA efforts for a particular application from start to finish

Experience in identifying the key opportunities and/or challenges in a business

Driving projects that lead to radical digitization and improving customer experience.

Core Competencies:

Account Management Business Development Business Intelligence Change Management

Data Analysis Data Integrations Data Modeling Data Warehousing Mobile Phone

Database Design Web, Client-Server, Mainframe Risk / Issue Management E-Commerce

Program / Project Management Planning/Budgeting/Tracking/Estimation Process Improvement

Technical

Applications: Insurance, Banking, Health Care, Oil/Gas, Manufacturing/Distribution, Financial Services, Retail Industries, Marketing, Credit Card, Loan processing

Mainframe / Web Services Software: IBM Cobol/Cobol 11, Pl1, ALC, Markiv, Alpha 16 Assembler (ATM ALC), Rpg, SAS, Eztrieve, Focus, Natural, Xpediter, CICS, TSO/ISPF, LCCF, Roscoe, Wylbur Unix, OS/VS2, QMF, Spufi, Data expert, Endeavor, NDM (Network Data Mover), Panapt, Librarian, Syncsort, Imsxpert, Utilities, TSO, JCL, ISPF, CA7, WebSphere, Portal, AIX(Unix), JAVA, J2EE, PHP, VB.net, Visual Studio, JScript.net, c#, C++, Perl, Python

Database: Ideal (Datacom DB/DC), IMS (DB/DC), Dl1, Oracle, CRM DB, Adabase, Db, VSAM, VSAM (shrink), DB2, WordPress(CMS), Drupal, SQL Server

PC: Visual Basic, Internet Promotion, Dream Weaver, FTP, Java, J2EE, Html, Photoshop, SharePoint, SQL, EDI, HTML, XML, .Net, PHP, Web Apple, BI, Webalizer, Business intelligence (BI). Google(analytics), SOA (Service Oriented Architecture), Agile, UML, DFD, SDLC, OOAD, PYTHON

Office Suite: MS Office 365 (MS-Word, MS-Power Point, MS-Excel, Microsoft Lync 2010, Microsoft Word 2010, Microsoft Outlook 2010, Microsoft Excel 2010, Microsoft Lync, MS-Access, Microsoft Project, Visio, SharePoint, Snipping tool, Cisco AnyConnect Secure Mobility Client, VMS Technology Tools: Field Glass, Plainview, Web Ex, SharePoint, TFS (Team Foundation Server), Rally

QC: HP application lifecycle mgmt. - Quality Center Mgmt. - Metrics and Control

CRM: Loan Sphere CMS: Sitecore, Word Press OpSus Cloud Services

Hardware: IBM 308x3090,4300 series, IBM 370/158,360, ATM, Unix, IBM PC and Compatibles, 1400, Control Data, Omegam Amadol, Dell XP, AS 400, Unix, Linux, Plan View, Windows Vista/XP/NT, Win 7, Win 8, Win 10, Routers, Modems, Web Servers

Project Management Methodology: Scrum Agile/KANBAN-Waterfall-Hybrid, Software Development Life Cycle(SDLC), PMBOK

Professional Experience

Florida Blue (Guide Well): Jacksonville, fl April 2019 – Present

Business Analyst / Product Owner / Scrum Master (CONTRACTOR)

PPX API(Premium Payment Experience – Application Program Interface) - Health Care Services

Daily Standup Calls / Sprint Planning Sessions

Facilitate Project Meetings on API Software Development Status, Communication with Management

Create & Maintain Sprint User Stories and Features & create 29 API’s, Software development

Communicate project status to project team, stakeholders and other PMs associated with other projects

Interact with leaders, teams, clients, partners to fully understand what drives a great user experience and client value.

Prepare clear and complete system requirements for execution by software engineering and quality assurance.

Manage project phasing, backlog prioritization and SIT/UAT testing, System Integration

Work with product management, sales, marketing, and service to effectively roll out new product enhancements, Training, Medicare & Medicaid Systems, IVR 24/7 Payment System

SAFE(Scaled agile framework) – strategy to commence execution by training business and technical leaders, architects, and developers on Lean-Agile practices

Exposure to Hospital Information Systems (EHR(Electronic Health Record ) during software development/testing

Environment: Scrum Agile, KANBAN, Waterfall, Win 10, Business Skype, Microsoft Word 2020, Microsoft Outlook 2020, Microsoft Excel, MS-Power Point, Share Point, McAfee Cyber Security, Rally(System of Record), AICRS, SDLC, JIRA, TFS, ORACLE, PYTHON, VISIO, Data Management, SharePoint sites, Collaboration Tools (Teams, Zoom, WebEx, Google Meet)

Florida Blue (Guide Well): Jacksonville fl December 2018 – March 2019

Project Manager (CONTRACTOR)

Enterprise Optimization – Continuous Improvement (CI) - Health Care Services

Facilitate Project Meetings

Document Meeting Minutes, Action Items from Project Status Meetings, Communication with Management, Financial analysis, Business development

Develop and Review/Validate Detailed Project Plans and Tracking Financial Information, Project Closure

Communicate project status to project team, stakeholders and other PM’s associated with other projects

Medicare & Medicaid Systems, System Integration

Exposure to Hospital Information Systems (EHR(Electronic Health Record ) during software development/testing

Environment: Scrum Agile KANBAN /Waterfall-Hybrid(SDLC), Win 7, Business Skype, Microsoft Word 2015, Microsoft Outlook 2015, Microsoft Excel, Microsoft Project, MS-Power Point, Share Point, McAfee Cyber Security, Wolters Kluwer (TeamMate), ORACLE, Rally(System of Record), Mapping, VISIO, SharePoint sites, Continuous Integration/Continuous Delivery (CI/CD), Collaboration Tools (Teams, Zoom, WebEx, Google Meet)

FIS, Corporate Systems, Jacksonville, Fl. February 2018 – May 2018

Program Manager II / Product Owner (CONTRACTOR)

Plan, execute, monitor, track and report large-scale

Act as a Scrum Master/Project Manager/Delivery for 2 – 3 Agile teams and mentor and coach team members on Agile principles and methodology.

Understands and enforces the development and unit testing, Software development.

Works with BA to do Sprint/Development planning Session

Pre-Sprint story review

Daily standup Meeting

Sprint Demonstration

Retrospective Meeting

Daily Status Reports

oIncident Management involved in proper documentation of ALL incidents ServiceNow records, analytical research

oUtilize Search Engine Browsers for research financial analysis Initiates(Google chrome, Firefox, Internet Explorer, etc)

Provides direction and assigns responsibilities when needed, Project Management

Facilitate sprint planning, daily scrums, retrospectives, stakeholder meetings, and software

Demonstrations, Financial analysis, Business development for Wealth Clients:

Protect development team from outside distractions, impediments or team conflicts, and

maintain focus on product backlog and project timeline. Coordinate with the different business

member to work thru tasks and issues.

Manage project phasing, backlog prioritization and SIT/UAT testing, Training, System Integration

Environment: Responsible for Scheduling/Change Management/Release Management/Risk Management updates for all Software, Defect Management, Documentation, QA Testing and Validation of Product, Mapping. Scrum Agile KANBAN/Waterfall-Hybrid(SDLC), Win 10, Business Skype, Microsoft Word 2015, Microsoft Outlook 2015, Microsoft Excel, Microsoft Project, CMS Sitecore, Share Point, TFS, Plainview, Cyber Security, SQL Server, Data Management, SharePoint sites, SaaS Software Market, Collaboration Tools (Teams, Zoom, WebEx, Google Meet)

ACES of Jacksonville Inc., Jacksonville, FL January 2017 – January 2018

Project Manager / Delivery/ Scrum Master (CONTRACTOR)

Web Hosting/Development, Domain Management, Ecommerce – B2B, B2C - SMB

Set goals for business to Establish Identity, Branding, and promote business both locally and nationally.

Developed Advertising and Marketing Strategy which includes Market Research, developing an Integrated Marketing Plan to execute the plan, and assessing the results.

Project utilized Agile/Kanban

Application Support Responsibility for ALL Websites Servers– 24/7 on call duties

IT Sales, Services, Customer Support, Marketing, Security Consulting, Penetration Testing(Simulated Cyber Attack on network) cyber security applications and infrastructure implementation projects

Responsible for Scheduling/Change Management/Release Management/Risk Management updates for all Software, defect management, Documentation, QA Testing and Validation of Product, Software development, Responsive Web Design.

Personnel Staffing Services to recruit Technical Team to support Company/Client services, Provide onboard training for employees entering client site, RECRUITING/ Talent Acquisition

Advertised, Recruited, Managed Social and Digital Technical Team to support project requirements.

Vendor manager responsible for incident management, coordinate troubleshooting between client

companies and the vendors.

Environment: Custom websites written in .NET, JAVA / J2EE, Word Press(CMS), Drupal, PHP. Infrastructure / Application Support responsibility for ALL Websites Servers – 24/7 on call duties, Win 7 Microsoft Lync 2015, Microsoft Word 2015, Microsoft Outlook 2015, Microsoft Excel 2015, Cyber Security, SDLC, Webalizer, PYTHON, SQL Server

Black Knight Financial Services, Jacksonville, FL September 2016 – December 2016

Project Manager III / Product Owner/Scrum Master (CONTRACTOR)

Responsible for all aspects of assigned technical projects loan mortgage systems.

Projects focused on:

oThe development of new or upgraded products and services during implementation.

oInternal information system-specific projects that may involve the development or enhancement of internal applications, technology integration, and/or infrastructure environment build-out

oDelivery by service teams for outsourced solutions to external clients, primary client contact

oDelivery of new or enhanced products and/or services to improve customer satisfaction through the use of technology, which may include customizations to base products to meet client requirements, system integration with other BKFS or third-party products, or consulting projects and engagements.

oBusiness Analysis research skills used to support client during Client Onboarding, Training

oProject utilized Scrum Agile KANBAN / Waterfall-Hybrid

oIncident Management involved in proper documentation of ALL incidents ServiceNow records

oManage project phasing, backlog prioritization and SIT/UAT testing

oTypically involves extensive interactions with product development, sales, client relationship teams, technology solutions, service delivery and/or other cross-functional teams, Development, Infrastructure & QA efforts, SDLC. Major support team member in software implementation, Project Closure, Software development, System Integration.

oResponsible for Scheduling/Change Management/Release Management/Risk Management updates for all Software, defect management, Documentation, QA Testing and Validation of Product., Mapping, Communication with Management, Risk Management

oI started assignment @ black knight supporting 1 client; Starkey. After 2 months I added a new client VACU(Virginia credit union). LoanSphere

Environment: PMBOK, SQL, Java, J2EE, TFS (Team Foundation Server-RECORDS MGMT.), Skype, Notes, Sharepoint(RECORDS MGMT ), Oracle fusion ERP, Scrum Agile KANBAN/Waterfall-Hybrid, Win 7, Win 10, Business Skype, Microsoft Lync 2010, Microsoft Word 2015, Microsoft Outlook 2015, Microsoft Excel 2015, AS400, IBM Mainframe, Linux Servers, Unix, SDLC, SaaS Software Market, SQL Server, Data Management, SharePoint sites

oOnline Training with LaaS, Paas Implementations, BigData Processing & HADOOP, CIP APIs, Cyber Security, SAFE (Scaled agile framework)

Budgets for BKFS Projects:

VACU: $3 million, my portion was about $1-2 million

Starkey: $3million, my portion was about $1-2 million

Citigroup International, Jacksonville, FL Feb 2015 – Jun 2016

Project Manager – LATAM Projects-REMOTE (CONTRACTOR) –Banking Services

Test Management key leadership function within Global Consumer Technology (GCT) at LATAM, responsible for driving and ensuring that System Integration Testing readiness deliverables, test script execution and defect validations are completed in a timely and efficient manner in UAT / SIT environments.

QA Project Manager role single point of accountability for managing the end-to-end testing activities for a Program or individual project & Project Closure, Software development

Lead and Manager the functional and integration testing activities to support the Product Solutions Organizations software delivery implementations & Risk Management.

Project utilized Scrum Agile KANBAN/Waterfall-Hybrid

Accountable for following "project" level activities, Communication with Management

Created Test Plan and Test Exit Report in coordination with testing teams, onsite, offshore or virtually

Facilitated test estimation process per defined test estimation gates

Evaluation of System Integration Testing and User Acceptance Testing entrance/exit criteria

Incident Management involved in proper documentation of ALL incidents ServiceNow records, Retail and Consumer Banking

Gathered Testing metrics and providing thorough status reporting on a daily/weekly basis using HP application lifecycle mgmt. - Quality Center Mgmt. - Metrics and Control

Leadership of the defect management process/reporting to drive defect resolution per defined Service

Level Agreement SLA

Escalation point for all testing risks and issues identified throughout the lifecycle

Global efforts due to various time zones : Mexico, Argentina, Columbia, Peru, Brazil, India, Asia, Venezuela

SIT-system integration testing and UAT-USER acceptance testing. Devices Android, Iphone

Mexico Chat

SIT-system integration testing and UAT-USER acceptance testing

MX chat we accomplished for all end user’s to have a better customer experience both for Call Center Agents and customer to provide the customer with the best Customer Chat tool to resolve any Inquiry regarding payments and Credit card transaction renewals

Argentina Chat

SIT-system integration testing and UAT-USER acceptance testing

For Argentina same thing as mentioned for Mexico, the only difference is that we gave the Customer and agent Co-browsing capabilities which helped the agent Educate the Customer on how to use the Citibank Webpage. This was done through a secure remote access Agent to Customer.

Brazil Mobile Phone

SIT-system integration testing and UAT-USER acceptance testing. Devices Android, Iphone

New implementation for mobile banking compared to the old mobile br app GM had many newer Features to stay competitive with other bank applications and much more secure. Sit/UAT Testing efforts.

Brazil Mobile Phones implementation within Citi Network services, manage Onshore & Offshore resources, Android development. Online/Mobile Banking

Plan, Track, Estimate and Monitor project thru SDLC, Manage Vendor code development thru Scrum Agile work-sessions regarding payments & credit card renewals

Environment: System Integration testing, JAVA / J2EE code development Scrum Agile KANBAN/Waterfall-Hybrid, HP Quality Center MGMT, Oracle ERP, Share Point(RECORDS MGMT ), Win 7, Win 10, Microsoft Lync 2015, Microsoft Word 2015, Microsoft Outlook 2015, Microsoft Excel 2015, AS400, IBM Mainframe, Linux Servers, Unix, BigData Processing, SQL, Plainview, Web Ex, Field Glass, SaaS Software Market

PM Duties:

Managed Onshore/Offshore team from start to finish

Managed high level meetings: stakeholder expectations, dependencies, ensure project completed on time & within budget

New requirements are reviewed/approved

Ensured return of investment is accomplished

Managed vendor’s deadlines

Managed risk & create mitigation plans

Daily meeting with team to ensure all milestones are on target

Created Test Plans, Exit Reports, FRDS, Scope Documents, Status Reports, BRD, Business case, RFP

Received recommendations & PM award - Fluent Spanish

Budgets for CITI Projects:

Mexico Chat:$ 3- 5 million, my portion was about 1-2 million

Argentina Chat: $ 3- 5 million, my portion was about 1-2 million

Brazil Mobile Phone: $5 – 10 million, my portion was about 2-3 million

ACES of Jacksonville Inc., Jacksonville, FL May 2013 – Feb 2015

Project Manager (CONTRACTOR)

www.uwsta,com - Truck Accessories US product purchases/ B2B - SMB

Provided IT Project management – Project Manager – Research, QA Planning, facilitate presentation

to affiliates & technical staff & web-service partners, involved in code development thru work-sessions

System Integration testing, Project Management, Software development

QA mode and Production for Compliance, also involved as a Change Management proper documentation of ALL incidents ServiceNow records, analytical research

Technical Solution Design, managing and tracking project deliverables, create and execute QA Test Plans, and implementation of product. Business analysis research skills used to support client.

Rendered detailed analysts, requirements gathering, scope document, comprehensive testing, Managing software licenses, Issuing and tracking hardware.

Planned and released management phases across multiple tiers, web, mainframe, client-server, database, security, data warehouse areas, Agile/Kanban.

Expertise in strategic sourcing, negotiation, supplier relationship management, and change management

Driving projects that lead to radical digitization and improving customer experience.

Planned, budgeted, tracked, estimated and monitored project thru SDLC.

Testing(Simulated Cyber Attack on network), cyber security applications and infrastructure implementation projects

Application Support Responsibility for ALL Websites Servers – 24/7 on call duties

Responsible for implementation of software products. Advertise, Recruit, Manage Social and Digital Technical Team to support project requirements Responsive Web Design.

Personnel Staffing Services to recruit Technical Team to support Company/Client services, Provide onboard training for employees entering client site. RECRUITING/ Talent Acquisition

Vendor manager responsible for incident management, coordinate troubleshooting between client

companies and the vendors.

Environment: Custom websites written in .NET, JAVA / J2EE, Word Press(CMS), Drupal, PHP. Infrastructure / Application Support responsibility for ALL Websites Servers – 24/7 on call duties, Win 7, Microsoft Lync 2013, Microsoft Word 2013, Microsoft Outlook 2013, Microsoft Excel 2013, BigData Processing, Webalizer, PYTHON, AWS

Mason Tillman, Jacksonville, FL Mar 2012 – May 2013

Sr. Business Analyst (CONTRACTOR)

End clients: City of Jacksonville, JTA, JEA, Jaxport and Duval County Public Schools.

Mason Tillman specializes in assisting public agencies and corporations to increase their utilization of qualified small, minority, and woman-owned business enterprises in their public works and employment programs.

Disparity studies of procurement analyze the contracting practices of governments and corporations to determine the level of utilization of minority and woman-owned businesses when compared to their availability.

Researched, Gathered, Analyzed, Reviewed, Bid Documents

Audited Payment Schedules, Invoices Subcontractor Application for Payment, Affidavit of Subcontractor, MBE Forms, Schedule of Contract values, Bonds, Liens,

Responsible for requirements gathering, managing and tracking project deliverables, creating and executing Status Reports

Served as Project Manager providing direction and set objectives and priorities by establishing goals for projects and coordinating these goals with Project Managers within the agencies

Supplied Mason Tillman with ALL collection of Data who reside in California.

Environment: Win 7 & mobility scanner, Microsoft Lync 2010, Microsoft Word 2010, Microsoft Outlook 2010, Microsoft Excel 2010

ACES of Jacksonville, Inc., Jacksonville, FL Dec 1999 – Feb 2012

Project Manager (CONTRACTOR)

United Welding Services – E-commerce: Truck Accessories/Tools online DB, entire range of products as well as match all measurements of each product to hundreds of possible compatible truck makes, years and models-SMB http://www.uwsta.com/

ACES is an Information Technology company with services which included Computer Consulting, Software Development, Internet, Project Management, Advertising/Marketing etc.

Serve as Project Manager providing direction and set objectives and priorities by establishing goals for all projects and Project Managers within the company.

Consulted with stakeholders to establish target dates for accomplishing goals, giving emphasis to order of importance, also involved as a Incident Management involved in proper documentation of ALL incidents ServiceNow records

Managed a team of developers and architects to produce customized websites for clients, involved in Code Development support Responsive Web Design thru work sessions System Integration testing, Agile/Kanban .

Responsible for requirements gathering, technical solution design, managing and tracking project deliverables, creating and executing QA Test Plans, and implementation of product.

Responsible for Business Analysis, Systems Analysis, Research/Analysis, Content Development, Design Work, Scope Documents, Developed Keywords, Analytics, Conceptual Design, QA Testing, Implementation, and Email / Server Management, Managing software licenses, Issuing and tracking hardware.

Driving Projects that lead to radical digitization and improving customer experience.

Provided QA testing of websites to ensure test matrix, testing custom upgrade software and solutions.

Set goals for business to Establish Identity, Branding, and promote business both locally and nationally.

Vendor manager responsible for incident management, coordinate troubleshooting between client companies and the vendors

IT Sales, Services, Customer Support, Marketing, Security Consulting, Penetration Testing(Simulated Cyber Attack on network) cyber security applications and infrastructure implementation projects

Engaged, connected and understood audiences through innovative digital marketing strategies through Social Media using Search Engine Optimization (SEO), Social Media Marketing (SMM) including Facebook, Twitter, LinkedIn, etc., and Search Engine Marketing (SEM):

Responsible for Change Management/Release Management/Risk Management updates for all Software, Security, Documentation, QA Testing and Validation of Product. Ensure Client Satisfaction and Service of Tools and Applications are Operational and Efficient. Monitor and evaluate website performance results to ensure tools are delivering expected outcomes.

Personnel Staffing Services to recruit Technical Team to support Company/Client services, Provide onboard training for employees entering client site, RECRUITING

Advertised, Recruited, Managed Social and Digital Technical Team to support project requirements. Talent Acquisition

Environment: Custom websites written in .NET, JAVA, J2EE, Word Press(CMS), Drupal, PHP. Infrastructure / Application Support responsibility for ALL Websites Servers – 24/7 on call duties. Win 7, Microsoft Lync 2010, Microsoft Word 2010, Microsoft Outlook 2010, Microsoft Excel 2010, Webalizer, PYTHON, AWS, HRIS

Florida Blue (Guide Well): Jacksonville, FL Feb 1995 – Nov 1999

Business Analyst / Developer (CONTRACTOR) - Health Care Services

Health care services, Y2K Services, ITS (inter-plan Tele-Processing Services vision 7.2 & 8.0), HPA (Home Plan AID), Oracle HR/Payroll, PeopleSoft,

Development/maintenance effort for claims processing to various health care institutions Y2K Services- RBMS, Enrollment, Billing & Risk Management systems, Medicare & Medicaid

Team Leader/File creation support for team, build testing environment, provide testing & validation of system testing and Code development.

Performed business analysis through Project Initiation including research, analysis, planning, documenting, verifying, and preparing data for scope document.

Accountable for managing and monitoring performance including providing guidance to the management and core team.

Developed and executed tactical plans that achieved performance goals.

Technical System Business test coordinator for group of 15 programmers.

Online support/trouble shooter for 25 transactions. Application Support Responsibilities for Claims processing services – on call duties, SAP Payroll

Responsible for EDI analysis, troubleshooting and resolving errors in 834, 835, 837 and 820 transactions for health insurance exchanges as well as performing root cause analysis

Provided technical support to staff during project life cycle (SDLC) and served as Point of contact for client.

Utilized BI technologies to provide historical, current and predictive views of business operations. Utilized business intelligence technologies by reporting, online analytical processing, analytics, and data mining.

Kronos used for monitoring employee time & attendance. Was involved in system maintenance for about 6 months to 1 yr. Responsibility to ensure ALL data was accurate batch mode.

Exposure to Hospital Information Systems (EHR(Electronic Health Record ) during software development/testing

Environment: IMS db/dc, COBOL 11, DB2, Platinum SB2, NDM, VSAM, PANVALET/ENDEAVOER, SAS, EZ-EDIT pdsman 7.2, XPEDITER 5.2 WSF2/ERD, TSO/ISPF ver 4.1, SQL, EDI, HIPAA, JCL, CA-7, Web Sphere, Portal, Oracle, AIX(Unix), AOI (automated operator interface), imsxpert, fileaid, CICS, CRM DB, Business intelligence (BI), Microsoft Office. Kronos, AS400, IBM Mainframe, Linux Servers, Microsoft word, outlook, excel. HRIS, ERP, SAP, SaaS, HRIS

Education/Certifications/Other

Bachelors of Science, East Texas State University, Commerce, Texas

Double major in Computer Science and Business Administration

Awards:

Blue Cross Blue Shield Recognition(Florida Blue) - RBMS IMPLEMENTATION

CITI Bank: Received Recommendations & PM award

Training:

Courses Taken:

Promoting Your Business.

Pricing Products and Services.

Valuing a Business.

Protect Your Intellectual Property with Patents, Trademarks, and Copyrights.

Targeting Your Market.

Preparing a Budgets, Business plans and Roadmaps.

Building Your Brand.

Personalization Strategies to Attract and Retain Customers.

Maintaining an Agile Company: Tips to Respond to Changing Markets and Changing Customers.

Analyzing Your Competition

Business Accounting Principles

Effective Communicating & Team Building

Profit Mastery class

Small Business Taxes: Keep It Legal



Contact this candidate