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Financial Services Scrum Master

Tempe, AZ
$52 - $55/hour
May 13, 2024

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Vincent Dinh

**** **** ********** *****, ********, AZ 703-***-****


My big professional “WHY” is to help financial services and HR organizations leverage their technology platforms to effectively run their business goals and serve their clients throughout their companies. From Agile development, Scrum and Kanban methodology adoption, business process redesign and data analysis, I help scrum teams, product owners, HR business partners to operate with greater collaboration and efficiency.

In my professional journey, I have conducted the following scenarios -

• Guided teams to experiment self-improvement using inspection and adaptation practices within the Scrum framework, educating Scrum teams to foster transparency and commitment by setting up sprint and product goals that can be evaluated by stakeholders and then released to users at the end of the sprint cycle.

• To practice at a deeper level about service operation processes such as incident and problem management and service transition processes such as change and release management.

• To integrate their learning platforms to reflect business requirements using dynamic and automated assignments, custom reporting, and alignment of security roles.

• To migrate their datasets from various ERP platforms (UltiPro, Saba, Workday, Peoplesoft) for Learning, Performance, Recruiting, as well as integrate their technical ecosystems (SSO, Okta, HireRight, CareerBuilder, to name a few) with shortened timeframes and minimal disruption.

More than 200+ projects were completed, with 50+ customers from various industries – non-profits, state and federal agencies, healthcare, mid-market, and enterprise organizations.

This is my competency – Agile delivery, Release Management and Change Management

Passionate about client delivery and project management, a PSM1 Scrum Master and PMP Certified professional.

And this is my mission for all my clients – Customer Deployment. Customer Adoption. Customer Success.


Scrum and Kanban Methodology

Remedy and Atlassian Suite

Sprint Backlog Refinement

Sprint Retrospective (Team assessment)

Product Owner Partnership

Coaching & Facilitation Servant-Leader

PI Planning

Offshore Team Management


Titan Investment Firm LLC October 2018 - Present


Participating in Advanced Workday training from a Workday training partner to create and modify requirements to supervisory organizations, job and position profiles, compensation framework, business processes, eligibility rules and logic, security configuration, event management, standard and custom reporting. Conduct analysis of current process within Workday and recommendations for enhancement, aligned with global and local participants in planning, analysis, and development of business requirements for HRIS modifications and improvements. Leverage analysis skills to support Workday implementation as well as changes/updates to modules and processes, manage ongoing configuration, design, maintenance, and implementation across core HCM, Recruiting, and Talent.

Participated in the Digital Assets program where I learned content site market research, SEO agency, Google analytics for future acquisition of digital assets.

Charles Schwab Jan 2021 – October 2023

Scrum Master (PSM Level 1) and HR Business Analyst

Lead two Scrum/Kanban teams to practice deliver measurable Definition of Done increments, identify and removing anti-Agile patterns, thus improving the cycle time for Operations team by 50% and ServiceNow team by 25%.

Guided Product Owners to maximize the product value by coaching the necessity of a totally ordered product backlog, rather than prioritization of high-value backlog items, to improve transparency and collaboration with the Developer Team and stakeholders. Resulted in higher stakeholder approval of the six-month product goal delivery of a ServiceNow feature.

Estimated Jira epics and coordinated multiple quarterly Program Increment (PI) Planning sessions with scrum masters, to help senior leadership to orchestrate shared technology initiatives, pinpoint organizational dependencies, determine achievable product value for the business stakeholders.

Analyzed and presented current trends of Incident, Problem, Change Management and Release Management to HR Tech leadership to build awareness of gaps and alignment.

Cornerstone OnDemand, Santa Monica, CA

Implementation Consultant Data Consultant Mid-Market Engagement Manager December 2012 – September 2018

Reviewed and translated client SOWs into business and technical solutions to be implemented within Professional Services during the project implementation.

Demonstrated project leadership and designed MS project plans to guide clients from design, execution, UAT, to full deployment of HR systems, business processes, and employee data related to Learning, Performance, Recruiting and Compensation.

Conducted data collection and data mapping activities to ensure accurate extraction during data conversion discovery, leading to multiple steps in data cleansing (Boomi and Excel) before handing over to the Data teams for loading to Pilot and Production systems. Integrated a diverse set of technical projects involving SSO authentication, Inbound Data Feed, OLSA integration, in addition to converting data from Workday, Saba, UltiPro, and Peoplesoft.

Evaluated current business processes through discovery workshops to translate and create business workflows to reside within the technology platform, prototyping with multiple iterations, using Agile best practices.

Decreased scope creep typically found in data and technical projects by initiating, facilitating, and addressing all communication issues between non-technical and technical personnel. As a result, made an impact and was nominated by Associate Vice-President and Senior Director of Professional Services to be part of a new team to revamp processes for data migration projects and trained business analysts on client delivery, a recurring $30 million/year business.

Monitored and communicated project status to the client project team, executive sponsor, and engaged stakeholders on task ownership, timeline of schedule vs. completed milestones, baseline scope vs. changing scope, and projected vs. completed project hours in a clear, concise, executive summary using the One Page Project Manager system, resulting in higher NPS ratings from post-project evaluation.

Executed 250+ projects, functional and technical in nature, in multiple industries – healthcare, federal agencies, state and local governments, higher education, non-profits, and mid-size and global organizations.

oDepartment of Commerce (60,000 users), General Dynamics Electric Boat (60,000 users)

XLA (formerly ALON), Arlington, VA

Program Management Analyst February 2011 – December 2012

Administered and collaborated with the TSA (Transportation Security Administration) federal team of the enterprise-wide migration of Success Factors SaaS platform of learning, as well as the introduction of performance into the agency of 60,000 users.

Defined the scope of work streams involving the creation of system configuration, role management workflows, levels of security, SCORM content migration, report design and generation, curriculum design and deployment, and transfer of knowledge to the federal team systems administrators

Created Visio-based trainer documentation, illustrating security design framework, custom pages, troubleshooting course upload and course launching, and system auditing.

Advised and guided the Government General Manager and the Program Manager on requirements planning of content migration, schedule planning of systems blackout and integration, and help-desk support for tier-1, tier-2, and tier-3 support, in line with SLA.


Technical Analyst October 2008 – February 2011

Conducted level-2 and level-3 analysis and resolution of production issues and service releases for the clients, in synchronization with client project managers and business analysts, utilizing Remedy platform for incident tracking, analysis and resolution.

Created ad-hoc scripts to run through SQL Developer to compile historical data for analysis and troubleshooting.

Replicated installation and configuration of Oracle 10gR2 database servers on top of multiple application servers such as WebLogic, JBoss, and WebSphere to troubleshoot client installation issues.

Contributed to team training on relevant issues pertaining to the integration of WebEx, LiveMeeting, Centra and Adobe Connect into the SaaS solution.

Consolidated Analysis Center Inc. (CACI), Arlington, VA

Technical Analyst February 2008 – July 2008

Coached client database administrators on using data migration scripts to upgrade the Army procurement system during the contractual timeline.

Diagnosed technical issues related to data migration between Web Methods and SAACONS system.

Designed custom SQL scripts to run client requests in coordination with senior business analysts.


Scrum Master Kanban Product Backlog Mgmt Visio Microsoft Office Suite WebEx SaaS SCORM Workday PeopleSoft Microsoft Project HCM SSO Jira Confluence


Webster University, Washington, DC

Master of Arts (M.A.) Computer Applications Management

Strayer University, Arlington, VA

Bachelor of Arts (B.A.) Computer Information Systems

George Mason University, Fairfax, VA

Bachelor of Arts (B.A.) Philosophy/Eastern Studies


Scrum Master, PSM Level 1 2024

Project Management Institute

PMP – Project Management Professional 2020

Analyzing and Visualizing Data with Excel 2020


Cornerstone OnDemand

Learning, Performance, Recruiting 2013


English, Vietnamese


Master of Project Academy, New York City, NY March 2020 - Present

Project Management Institute, Newtown Square, PA April 2020 – Present

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