Professional Summary

Organizational Management, Performance Management and Business, Operations & Technical Program / Project Management focusing on the Domestic & International Consumer & Commercial Banking Sector (FINTECH), as well as the Financial Services & Insurance, Manufacturing, Retail & Transportation Sectors; and, within these sectors, specialized experience in BPM, AppDev and Platform Infrastructure design, construction, implementation and concept-to-completion delivery on an enterprise scale.

A highly versatile business, operations and technology director, leader and manager with proven domestic and international experience, who has provided visionary leadership and strategic insight resulting in a track record of increased profitability, performance and customer loyalty

A multi-dimensional thinker who possesses a unique global perspective and entrepreneurial drive, which has enabled him to become a key contributor, trusted adviser and demanded consultant among top-tier businesses in the banking, consulting, financial services, hospitality, insurance, manufacturing & retail sectors in support of Enterprise Performance Management initiatives as well as Corporate Development regarding Mergers & Acquisitions, Financial Modeling and Leadership Management

Masterful at turning data into action: has directed some of the most cutting-edge implementations of Oracle / Hyperion ERP & BI technology applications, engines and platforms utilizing World Bank standards for international financial architecture, which enabled clients to “create the future first”

Professional Skills

AI

AML Investigations

PlanView / Prism

Actimize AML Fraud Prevention

JIRA

PMO

Azure

LAN / WAN

Primavera P6

BI

Marketo

Procedure Writing

BPM

Mergers & Acquisitions

Process Modeling

Business Analyst

MS Dynamics CRM

Program Management

Business Process Engineering

Microsoft MOF

Project Management

CISCO

Microsoft MSF

RFP

Clarity PPM

Microsoft Office Suite

SAP / Concur

Clarizen

Microsoft Project

SAP EDM

Compliance

Microsoft SharePoint

SDLC

Customer Care

NaviPlan

ServicePoint

EDW / EDM / EDS

Nexus

SOA / SLA

Enterprise Implementation

Operations Management

SOW

ERP

Oracle / Hyperion

Strategic Policy

DevOps

Oracle / OBIEE

Trade Ops

Global Business

Oracle / PeopleSoft

Training & Development

HP / Planview

Payment Ops (ACH / WIRE)

Treasury Management

Ibbotson Advice

PM Certified

Use Case Creation

International Business Process

PMBOK / AGILE / Scrum

Workday

ITIL

Macro Pivot Tables

Vendor Management

Professional Experience

VDart JUNE 2023 – PRESENT

Strategic Business / AI Technology Sr. Program Management Consultant

Responsible for leading the client’s AI Business and Technology Teams in the creation of a strategic and tactical project plan and schedule for the development and implementation of a state-of-the-art, GEN-1.0 AI platform specficially capable of predicting Commercial & Consumer Loan eligibility using AI to forecast the likelihood of loan approval for new customers based upon analysis of historical data.

Collaborated with the Treasury, Asset Management and Risk Management departments to include their parameters for impacting loan terms and conditions as well as helping identifying other factors required to improve AI decision making as part of loan application approvals, conditional approvals or rejections.

Implemented an enterprise-wide Risk Management and Communication Plans, including establishing and facilitating an AI-RCP communication committee, developing a communication committee charter, and leading the implementation efforts with the input and direction of the committee.

Collaborated with the AppDev and Infrastructure departments with identifying specific components requiring modernization such as website user interfaces, mobile, tablet, and desktop devices; and working with developers to implement visual elements and usability for all of the assets mentioned above.

Reviewed and approved wireframes, storyboards, user flows, process flows, and site maps as part of the interactive, AI design.

Hosted and directed AI-RCP Project status meetings, and served as the AI-RCP Commiette Chairman.

Oversight of SMEs and their responsibilities and duties including but not limited to the scheduling and facilitation of various business and technology group meetings as well as monitoring of project team, workgroup, and other stakeholders regarding project activities, deliverables, and status.

GSK OCTOBER 2021 – JUNE 2023

Strategic Business / Digital Transformation Sr. Program Management Consultant

Responsible for leading the enterprise in the creation of the M&A Digital Transformation and Modernization Program Initiative consisting of four projects for migrating end user data from legacy storage drives to OneDrive in the Azure Cloud

Maintained and enhanced PMO best practices, standards and framework for projects according to Program scope and objectives

Implemented an Agile PMLC for documenting the detailed work breakdown structure of the program and the project’s stories, tasks, sub-tasks and sprints

Tracked all program risks, issues, mitigation plans and continuous improvement actions in JIRA

Tracked and reported on budgets, timelines, progress and resource allocations as required using MS Excel workbooks, specifically designed for the program

Drove negotiations, collaboration and accountability with various shareholders and stakeholders to understand and adhere to national / international global data and privacy policies

Set and continually manage project expectations with leadership and other stakeholders

To date, the program / project teams have achieved a 92% completion rate for each Phase / Wave and maintained a 97% end user / manager satisfaction rate

FISERV JANUARY 2021 – OCTOBER 2021

Strategic Business / Azure Cloud Transformation Sr. Program Management Consultant

Responsible for leading the enterprise in the creation of the Azure Cloud Transformation and Modernization Program Initiative consisting of four sub-projects for Cloud-based storage for the enterprises client’s and customers

Responsible for adhering to PMO best practices, standards and framework for projects

Design, develop and maintain a detailed work breakdown of project milestones, deliverables and tasks to be accomplished for the initiative and ensure that tasks are accomplished on time and within budget

Lead and handle program risks, issues, mitigation plans and continuous improvement actions

Track and report on budgets, timelines, progress and resource allocations as required using Clarity

Communicate with project stakeholders and influence direction of participants to meet the overall project goals and objectives

Drive collaboration and accountability with Tower Leads, Service Managers, Global Operations personnel, and Suppliers to develop and implement infrastructure projects in a complete and timely manner consistent with business needs

Responsible for initiating project reviews, as well as aggregating and coordinating project reporting information into a program level communication / report suitable for management consumption and decision making purposes

Set and continually manage project expectations with leadership and other stakeholders

Position as trusted advisor and leader for the whole project team including the Dynamics Lead, SMB Lead as well as the vendor Account Executives and their Managers

AON May 2020 – December 2020

Strategic Business / Operations Transformation Sr. Program Management Consultant

Responsible for leading the enterprise in the creation of functional, operational and technical processes as well as the introduction of core technical system assets for the implementation of state of the art solutions that enabled the introduction of Azure Cloud-based storage among seven (7) divisions of the client’s global insurance operations

This role requires the use of my comprehensive knowledge of global business, operations and technology strategies and tactics from a business & operations perspective in conjunction with support and input from technology SMEs as well as select implementation partners, which ensured a smooth and seamless transition from virtual servers to Cloud

Develop internal controls and policies designed to ensure that all regulatory compliance requirements were met as a result of ensuring data preservation and environmental transference

SPX Flow September 2019 – May 2020

Strategic F&A Transformation Sr. Program Management Consultant

Responsible for leading the enterprise in the creation of functional, operational and technical processes as well as the introduction of core technical system assets for the implementation of state of the art solutions that create the future first in the Oracle and Workday arenas

This role requires the use of my comprehensive knowledge of global implementation strategies and tactics from a business & operations perspective in conjunction with support and input from technology SMEs as well as select implementation partners

The focus of my role is that of a FINTECH business, operations and technology subject matter expert providing insight into AppDev, Platform and Data Management including data accuracy, data integrity, data masters and integration of data flows across the core systems controlled using Excel MACRO formulas and models

Other key aspects of the role will include RFP creation and delivery, Change Management; management of BA resource for BPE; process improvement and implementation of best practice around the Application Platform and IT infrastructure to gain efficiencies, including the centralization of teams and tasks across different geographies; working with compliance, legal and tax to ensure the systems meets corporate and regulatory requirements; and, gaining a deep understanding of the other core systems and how they interact by forging strong relationships with key SME’s across the wider business

Banco Mercantil February 2017 – September 2019

Contract Sr. Program / Project Manager / Project # 3

Contract Sr. Program Manager responsible for successfully implementing Azure Cloud DCCM and Workday HR/FIN Transformation Programs

Duties included the negotiation and agreement on goals, ownership, scope, risk and budget

Built and maintained the Program (Project) Portfolio including but not limited to Project Tracking, Budgets, Project Schedules, Application, Network Integration and Infrastructure Diagrams, RACE, RACI and RAID dashboards, etc.

Collaborating, managing and overseeing no less than 160 internal enterprise resources and 18 external (vendor) resources including Consulting, Functional and Technology CRM experts

Managed scope through an approved Change Management Process; and, reported Program / Project results on a weekly basis to C-Level executives and Director-Level stakeholders

Work closely with department managers to review all departmental policies for compliance issues

Contract Sr. Program / Project Manager / Project # 2

Contract Sr. Project Manager responsible for successfully implementing enterprise / global business & technology acquisitions & integrations

Duties include the creation of all PMLC / SDLC Merger & Acquisition documentation including but not limited to C-Level / NewCo A&I Presentations, Clarizen Project Tracking, Budgets, Project Schedules, Application & Network Integration Diagrams, RACE, RACI and RAID dashboards, etc.

Collaborating, managing and overseeing no less than 80 internal and 25 external resources from various NewCo acquisitions including Core, Business, Functional and Technology leads across the enterprise

Simultaneously conducting process improvement breakout sessions for the purpose of reconstruction all A&I standards, policies and procedures in anticipation of additional FY 2018 Mergers & Acquisitions

Conducted C-Level shareholder & divisional stakeholder kick off meetings and weekly status meetings

Work closely with department managers to review all departmental policies for compliance issues

Contract Sr. Program / Project Manager / Project # 1

Contract Sr. Project Manager responsible for leading the implementation activities and tasks for upgrading an Oracle EBS R12 system to include all modules of Oracle Financials and corresponding Infrastructure

Duties included the formation and leading of 3 Senior Consultants and 4 SME Consultants tasked with the creation and implementing AP, AR, PO, GL, and AM modules

Responsibilities included the creation and maintenance of mapping activities, action plans and weekly implementation reports & performance metric dashboards

In addition, directed the creation of the Quick Start & Implementation Guide for the purpose of providing the Business and Technology users with an easy to reference manual to train and educate end users, super users / SMEs in preparation for deployment of the new system

Work closely with department managers to review all departmental policies for compliance issues

Provided oversight regarding all activities and tasks, which included the review of all project documentation, job-descriptions & competency frameworks for the purpose of building a job-based requirements road map

CAN Capital June 2016 – February 2017

Contract Sr. Project Manager

Sr. Program / Project Manager responsible for successfully implementing various FINTECH projects:

oOracle Eloqua Sunset

oMS Dynamics CRM 2016 Migration

oWorkday Application & Integration

oData Center / Infrastructure Upgrade

oMarketo Marketing Application Platform

oSC5UES 1.0 Mini-Loan Financial Product

oEntrepreneur Media Inc. Financial Services Program

Duties included the creation of all BA and PM documentation including but not limited to Business Case Studies, RFPs, RTPs, Program / Project Budgets, project plans, projects schedules, RACE, RACI and RAID dashboards, etc.

Collaborating and managing no less than 45 internal and 18 external resources from various departments within the enterprise including Sales, Operations, Customer Service, Compliance, Legal, Marketing, Product, Pricing, Risk Management and offshore QA

Conducting C-Level shareholder & stakeholder meetings as well as preparing and maintaining all C-Level and Legal documentation regarding the program / project portfolio

Digital Insight September 2014 – December 2015

Contract Sr. Project Manager

Contract Sr. Program / Project Manager responsible for successfully implementing on behalf of Financial Institution FISERVs XP2 APEX Interface (Individual Centric and Membership Centric versions)

Duties included the creation of various SOPs, handbooks and collateral documentation for use in the Conversion SDLC, as well as the management of 10 separate projects (1/6 of the total number of FIs in the Program

Collaborated and managed no less than 55 FI resources, 5 FISERV resources and 12 Digital Insight Resources during the SDLC, including but not limited to Tech Support, App Engineering, Relationship Management and Product Development

Collaborate with management team to make sure that the entire company is aware of compliance requirements and issues

Facilitated FI educational and weekly project team meetings, including the delivery of various status reports and updates to FI’s and Program Management members

NCR February 2014 – June 2014

Contract Sr. Project Manager

Contract Sr. Project Manager responsible for successfully resolving design and implementation issues encountered during an attempted Oracle / Hyperion AppDev & Infrastructure Upgrade to v11.1.2.3

Duties include the management of seven (7) on-shore and twelve (12) off-shore application development and system administration resources for conducting the Deployment Phase (Testing & Implementation) of the new environments consisting of both virtual and physical assets

Collaborating with various business stakeholders, shareholders and subject matter experts in the resolution of design and performance issues; and, updating project planning documentation and material to reflect the functional, managerial, operational and technical changes

Facilitating efforts between Oracle Support and our organization for the submission of support tickets, coordination of resources and planning of work efforts to resolve application issues encountered during the current Phase

Delivering verbal and visual weekly reports to management regarding “Health Checks” as well as updates to Leading, Key and Major Milestones associated with the engagement

SunTrust Bank November 2013 – February 2014

Contract Sr. Project Manager

Contract Sr. Project Manager responsible for successfully managing the migration of PeopleSoft HR Modules to Workday HR Modules

Duties included the creation and maintenance of all project schedules as well as the creation of test strategies and plans per bank QA standards

Managed five (5) human resources in the design, coding, testing deployment and implementation of application code and / or web services

Provided weekly briefings regarding challenges, issues, progress and risks to Program Management

Bank of America November 2012 – September 2013

Contract Sr. Project Manager

Contract Sr. Project Manager responsible for successfully completing seven (7) large-scale projects for the Fraud Systems Group (Fraud Strategies / Fraud Technologies) utilizing Nice-Actimize application software and it’s corresponding Infrastructure requirements

Duties included the creation and maintenance of all project budgets & forecasts, business requirements, plans and schedules per bank standards for each initiative

Managed over fifteen (15) human resources in the design, coding, testing deployment and implementation of application code and / or web services

Provided weekly briefings regarding challenges, issues, progress and risks

Education

Robert Morris College

Bachelor of Science Degree, Business Administration / Business Information Systems

Concordia University

Masters of Business Administration

Certifications/Trainings/Licenses

Masters Certificate in Finance - Financial Training Society

Oracle Unified Method (OUM) Certification – Oracle University

Oracle AGILE / Scrum Certification - Oracle University

Clarity PPM Certification

PRINCE2 Master Certification, Global Technologies – Carnegie Mellon University

ITIL Master Certification – Carnegie Mellon University

CMM Master Certification – Carnegie Mellon University

TQM Certification - Carnegie Mellon University

Microsoft Solution Framework Certification – Microsoft Corporation

Microsoft Operations Framework Certification – Microsoft Corporation

Project Management Professional (PMP) / Master Certification – Software Engineering Institute

Licensed Project Management Expert (LPME) / Master Certification - Software Engineering Institute

Licensed Private Pilot / Single Engine Land - Federal Aviation Administration

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