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Project Management, Leadership, innovative program Manager

Chicago, IL
October 20, 2019

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Professional Summary

Innovative PMO Manager & a seasoned Project Manager that has progressed through the different levels of IT Services, IT Projects & Programs. A successful analytical leader who has and can lead complex, multifunctional teams in development & implementation of various strategic solutions. Experience developing & executing IT Strategies in alignment of corporate objectives. Accomplished leader and business partner who collaborates with executives to use technology to transform and simplify business processes while delivering measurable results. An energetic leader with a passion for people development, a track record of recruiting and retaining top talent and a demonstrated ability to effectively lead & work in a highly matrixed environment.

Skills Profile


Management and Leadership Skills

Managed projects ranging from 50K to 10M leveraging Agile, Waterfall & hybrid best practices.

Demonstrated success delivering projects on time, within scope & budget.

Consistently reduce costs, improve quality & generate significant competitive edge for industry leaders.

Directs PMO teams to develop high-quality programs that solve business problems and provide tangible results for enterprise-level financial systems and legacy workflow systems.

Strategic decision maker in short and long-term impact of decisions in a rapidly changing business environment.

Energetic, trusted, detail-oriented and strategic solutions provider with outstanding project management and conflict management skills.

Gained significant experience and expertise within different Project Management areas including: Project Initiation, Monitoring and Controlling,

Change Control Management, Project Resource Management, Project Schedule Management, Project Demand and Supply Management, Project Finance Management.

Solutions driver who bridges the gap between business, technology & vendors with expertise in managing complex programs and multiple concurrent projects.

Worked successfully with end-users, technical developers, QA groups and management team to implement new functionality for the Real-time application

Effectively communicate with both technical and non-technical users and produce project documentation.

Expertise in Functional, Integration, Regression, Acceptance and System Testing

Expertise in writing Use Cases, Test Cases and Test Plans.

Excellent communication, analytical, interpersonal, and presentation skills; expert at managing multiple projects simultaneously.

Ability to supervise personnel and get along very well with others, even in difficult situations.

Ability to draw on vast experiences to produce cost-effective software, quality solutions to client needs.

Capable of Leading Teams, working as an Individual and also as a part of a team.


Web Technology

Knowledge of HTML, CSS, ASP.NET, VB.NET & JavaScript, FrontPage


SQL Concepts, Knowledge of MS Access


Knowledge of C, Java, VB.NET


Knowledge of OOA and UML, Rational Unified Process (RUP), Agile, SDLC, Waterfall, Hybrid Model

Business Modeling Tools

MS Visio and MS Project, Poseidon (UML case tools), Sparx Enterprise Architect Tool, Jira, Confluence, Smartsheets & other office tools

Defect Tracking

Test Director 7.x/8.x, Jira


OpEx (Operational Excellence)

OS & Applications

Windows 7, 10, O365, MS Word, Excel, PowerPoint

Professional Experience

CME – Chicago, IL (Mergers & Acquisitions)

August 2018 –Current

Program Management, Global Information Security

Successfully led and managed multiple integration programs and priorities concurrently within Global Information Security (GIS) vertical.

Effectively managed business integration project plans for GIS teams.

Participated in development of IAM (identity access management) program that established and enhanced standards by introducing/offering SSO, inbound federation capability.

Partnered with internal/external peers to share highly complex information related to areas of expertise and/or to gain acceptance of new or enhanced business solutions.

Led delivery of business requirements, functional design, process design (including scenario design, flow mapping), PoC, testing, training, defining support procedures.

Provided update on GIS Integration Program on a weekly/ bi-weekly basis to various integration teams and C-level.

Identified and evaluated complex business and technology risks, internal controls which mitigate risks, and related opportunities for internal control improvement.

Partnered with Corporate Comms, various Operations team to install, integrate and deploy Inbound Federation solution in client ready environments.

Managed implementation of API management tool by integrating and interfacing with other systems such as UNO (in-house system, used for entitlements) and PingFederate (used for authentication).

Created Impact Assessments in Jira and managed completion of projects by successfully complying it to IT Corporate Obligations and Governance (COG) process and standards.

Worked collaboratively within integrated, cross-functional teams to deliver M&A engagements across all of phases of the M&A lifecycle including due-diligence, pre-close, and post-merger integration.

Partnered with IT & Corp. Compliance, IAM Governance, legal to ensure a successful delivery of a new solution.

Led Program of deploying 2 factor authentication to # of systems that were using one factor authentication, offering an increased security.

ICS (Inland Group of Companies) – Oak Brook, IL

October 2014 –August 2018

PMO Office & IT Governance (report into CIO)

Spearheaded the development of the first-ever Program Management Office; defined project management processes, including those related to requirements management, change control, and user acceptance testing.

Managed all projects, budget and strategic analysis for all programs. Prescribed solutions that provided quick ROI for maximum revenue productivity, service optimization, and system flexibility.

Directed all services, resources and project plans for major scalable enterprise solutions supporting $15M with unique ability to drive transformational change in both business and technology leadership roles.

Increased department’s revenue by 60% in 6 months only by cross-training developers on technologies, introducing flexi-staff model & standardizing Hardware/Software offerings.

Partnered with Gartner to understand the industry trend and apply it to the projects where necessary.

Ensured latest Quality control policies & practices are followed & enforced within the organization.

Trusted Financial Executive with Director/CIO-level responsibilities; added transparency to IT and financial operations while adapting financial strategy to organizational goals.

Led, Managed & Delivered Audit initiatives for IRC by partnering with Baker Tilly & KPMG auditors.

Managed over all IT projects—manage workloads, define deliverables, hire and mentor resources, conduct performance reviews, and ensure compliance with established PMO processes.

Overlooked all company projects/programs execution, Risk management, including risk assessment strategy and policies for the overall organization.

Successfully reengineered billing structure by establishing Rate Card, providing pro-forma of billing, introducing headcount validation, adding trasnparency.

Managed payment collection from 48 different entities from all aspects of IT Services point of view.

Managed department and projects communication processes to ensure that all processes are applied and followed on projects phases.

Confirmed the PMO process implementation and ensured that information concerning content (e.g., deliverables, risks, issues) passes to and from sponsors.

Ensured that the operational issues of the PMO are managed, focusing on the project interface with project leaders, project teams, technology and in addition, oversaw projects costs, making sure they are well managed.

Monitored profit and cost sheets for each project, and ascertained that payment collections are performed efficiently and timely from a project management point of view.

Enhanced quality assurance and identified risks and issues at earlier stages during the project; managed contracts for all IT vendors including website development, hosting, IT operations, and IT applications development.

Managed on-going Contracts, re-negotiate License renewals & new contracts by successfully maintaining timelines.

Led Cyber Security Project, partnered with COO, IT Infrastructure & Key Executives on revising Employee Record Retention Policy Handbook by identifying go-to IT Solution.

Wells Fargo Bank – Chicago, IL August 2012 – July 2013

Project Manager – Strategic Project Team

Led and Managed multiple projects for the Treasury Management Strategic Initiatives team.

Identified, managed and executed projects that provide streamlining and improved process for the Implementation teams.

Collected analysis of trends to recommend new/ alternative processes that best fit the business needs.

Implemented a new vendor solution for Customer Satisfaction Surveys.

Researched new training modules available for implementations, worked with Information Security and Risk & Compliance to get their risk-based analysis for Training Tools.

Developed internal communication plans to keep constituents informed on launch of Customer Satisfaction Survey Tool, Talking point for ICs and initiatives impacting day to day activities.

Led & Managed SharePoint 2010 Upgrade project by partnering with iCEO Support team that include migration of a total of 17 Homestead sites.

Worked directly with outside vendor to define and deliver technical solutions that support data quality, analysis and delivery of information.

BMO Harris Bank – Chicago, IL (Mergers & Acquisitions)

March 2012 – May 2012

Project Manager/Program Manager – Bill Pay Conversion

Performed as Project/Program Manager for the Bill Pay Conversion Project of the M&I Integration Program. The objective of the project is to convert all the M&I Bill Pay customer data (e.g., Account numbers, Account nick names, bill pay History etc.) into the BMO Harris Bill Pay application.

Managed the activities of project(s)/program(s) to align with a strategic direction, and communicated executive expectations to the project team in order to translate strategic plans into program deliverables.

Reviewed and over sighted planning, preparation, and maintenance of project / program schedules in order to meet BMO standards.

Negotiated highly complex contracts with multiple vendors, other BMO areas, user groups, internal and external consultants, contractors and external regulatory organizations with internal organizations to fulfill the project needs.

Used proper planning and monitoring techniques to control project and/or program costs.

Prepared program documentation and roll-up reports, that takes into consideration management expectations, so that relevant information is communicated to management.

Communicated with and engaged project sponsors and other stakeholders to ensure adequate representation on the project.

Managed differences in scope, schedule, and cost priorities for projects, between various stakeholder groups and within the project team, in order to resolve conflicts.

Provided leadership, motivation, coaching, and professional development to project teams in order to obtain a high level of co-operation and contribution from all project members.

Coordinated and facilitated various committee meetings to ensure appropriate engagement by key governance bodies

Contributed to improve the best practices of the project management community within the Enterprise to help maintain project management professionalism.

Wells Fargo Bank – Chicago, IL (Mergers & Acquisitions)

October 2010 – February 2012

Project Manager – Market Team (Supporting USCB & BBG)

Led projects and managed activities that are typically longer-term, cross-department, and or moderate in risk, scope, and complexity.

Partnered with a conversion “market manager” to ensure customers/bankers in a regional Wachovia business banking market are ready for treasury management product conversions.

Developed and revised project plans and budgets, tracked project status, identified and negotiated resolution of issues, escalating as necessary and ensured project tasks are completed according to established timelines.

Partnered with Event Management and Client Support teams regarding customer exclusions/inclusions

Served as a Project Manager to lead East 8 event, which helped manage successful conversion of 2,579 BBG & Store/Unclaimed customers & 2,381 combined customers for East 10 & FC 2012.

Monitored all customer readiness tasks that were required for customer conversion and reported progress and completion of tasks to senior management to ensure a positive customer conversion experience.

Tracked training attended by customers and reported data back to senior management to help institute best practices to provide best practices on building customer awareness and increasing training attendance.

Partnered with pricing support team by coordinating ARTi pricing review with TMSCs for “in process”/”not reviewed” clients & make adjustments to all Negatives variances that were less than -$100.

Reviewed Strategic Scorecards & coordinated changes related to MPM activities, Event Market Manager for LOB, Pending MSL downgrades and Manual Exclusion with TM Customer Conversion team to ensure the correct information is obtained & reflected.

Worked with TM Sales partners to address changes in the Data Validation for each report & reviewed, resolved any major discrepancies before returning the consolidated Change Request Files to the Event Team.

Created a consistent & reliable issue escalation process for LOBs to ensure specific issues are addressed & provided detailed updates back to LOBs.

Provided scrubbed WRET reports to TM Sales partners on a weekly basis, which helped track past due activities for TMSCs/SAs & followed up via emails on unchanged status from previous outreach & escalated to DSM as necessary.

Served as a Project Manager to lead East 8 event in Treasury Management Command Center (TMCC), tracking issues, escalating as necessary to Market Manager not only ensuring issues are resolved in a timely fashion but following the escalation process so that customers are most effectively assisted.

Conducted market level Treasury Management (TM) conversion planning, activities, and impact identification.

Worked with Market Manager & Sales team to validate customer ownership, customer product usage, customer segmentation and customer contact information.

Scheduled and executed market-level customer communications and training events.

Tracked customers, by office, to ensure all customers have been contacted as appropriate according to their conversion impacts.

Tracked/coordinated testing efforts executed by customers.

Supported for day 1 event and post conversion activities.

Collected post mortem feedback for incorporation into future events.

Wells Fargo Bank – Chicago, IL (Mergers & Acquisitions)

July 2009 – June 2010

Senior Business Analyst / Project Manager

Served as the liaison between business users (Product team), development team, vendor to elicit, analyze and document business requirements (BRD) on the integration projects and new E-Bill Express product (EBPP).

Developed and created project plan, 4 box report, communication plan, integrated project risk assessment, training plan, implementation & transition plan, etc to meet the overall project deliverables.

Led and Facilitated requirements gathering sessions with vendor, clients and product (EBPP) team.

Worked with customers (Lines of Business, Clients) Vendor and IT on the development, testing and deployment of system applications.

Collected, assimilated, evaluated and disseminated information from various sources (i.e. system evaluation, data files, one on one interviews) for analytical purposes.

Lead Subject Matter Expert during on-going user acceptance testing.

Perform various demos to potential clients to sell E-Bill Express (EBPP) product.

Maintain awareness of state specific changes, procedural changes, software functions, enhancements and customer issues.

Trained Ops Impementation team, clients (ex. City of Atlanta) and end user staff as needed.

Developed (UAT) User Acceptance Test scripts and FFIEC (Federal Financial Institutions Examination Council) Vulnerability Test scripts to validate the installed configuration and operation against detailed technical specifications; reviews test results.

Developed user guides for inter-department training and conducted training for clients.

Collaborated on product launch plans and servicing requirements.

Proactively and intuitively report and resolve major and minor issues.

Managed Projects and project teams to keep all tasks on track.

Analyzed and assessed data usage and product performance for maintenance prioritization.

Contracted work with clients to identify critical business issues, resolve problems and implement solutions in a timely and cost effective manner.

Lead Subject Matter Expert and liaison for Wells Fargo Bank between Business teams and IT department through all mergers and acquisitions projects.

New Edge Group – Chicago, IL (Mergers & Acquisitions)

March 2009 – July 2009

Senior Business Analyst / Project Manager

Collect and document business requirements by interviewing project sponsors and other key stakeholders.

Responsible for analysis, review, and effective communication of business requirements to the development team as well as to the business team.

Document technical requirements by interviewing technicians from all technical areas affected in development and/or implementation.

Manage internal projects and enhancements using standard project management techniques and tools.

Bank Of America – Chicago, IL (Mergers & Acquisitions)

March 2008 – February 2009

Lead Business Analyst / Quality Assurance Analyst

(LaSalle and Countrywide Transition / Merger Project for Global Wealth Investment Management)

Facilitated requirements gathering sessions with business and systems subject matter experts in group and individual settings.

Led and Participate in analysis of data mapping across multiple applications across multiple teams (LaSalle, Countrywide and BOA).

Led testing efforts for source and target systems at the Bank. This includes envisioning and documenting the testing approach and plan, creating test cases and test scripts, executing tests, and reporting progress to management.

Discovered and documented as-is and to-be scenarios for the target system.

Worked directly with outside vendor to define and deliver technical solutions that support data quality, analysis and delivery of information.

Served as the main liaison between outside vendor, internal business users and the IT department to identify, analyze and translate specifications into solutions.

Created and put together BRD (s), HLD / LLD, Test Plans, Test Cases, Project Plan, Tasks list and Issues list.

Identified data sources, construct data mapping sessions, provide data flow diagrams, and document the processes into HLD/LLD.

Worked closely with various domain subject matter experts (SME), end users and software development team members, outside vendors to define business and system requirements.

Established consistent data element definitions for source and target systems to insure data gets mapped correctly / accurately.

Liaised and assisted in resolution with technical support in regards to support cases after the customer data was transitioned to the Target system.

Led multiple Dress Rehearsal session to insure the quality of the data converted from source to target systems by testing multiple applications.

Created Implementation Plan using QuickBase, consists of source & target systems, upstream and downstream projects Task (s) that helped monitor daily task schedule with a start/finish date & time to keep project on track.

Participated in Post Production Validation by validating the customer data.

Put together the lessons learned that will be utilized in the upcoming transitions at the Bank for the systems, LaSalle data is converted.

Deloitte Touché Tohmatsu – Chicago, IL

April 2007 – March 2008

Business Analyst (Global Risk Management)

Understand client’s business strategy and needs, and possess the ability to translate business requirements into functional requirements.

Participated in all phases of the software development life cycle throughout the project.

Provided High level and detailed estimation to the Project Manager involved in the project, of the project plan for different phases.

Documented different level complexity Use Cases, Features, Data Requirements, Business Rules, UI Requirements following RUP practices and UML standards.

Worked with business sponsors and users to elicit requirements & document the elicited requirements in EA Model in a concise, complete and clear manner.

Worked closely with Development and QA team to make sure that they understand the business models, detailed user and functional requirements.

Participated in product/project review and status meetings.

Compiled project status deck for product team for the project(s) involved and provide the status to the Project Manager.

Worked closely with Development team to support the creation of detailed functional requirements.

Worked closely with the QA team to review test cases, participate in testing & defect resolution process to bring all defects to conclusion.

Communicated effectively and in timely manner with business partners and technical teams in order to meet client needs and build strong working relationships.

Participated & conducted Pre BA-UAT to test the newly developed functionality and provide the feedback to Business, Development and QA team.

Participated as a lead analyst to ensure the business related issues are resolved & requirements defined are met, thus supporting the delivery cycle through development, testing and acceptance.

Assisted the Deloitte Global Risk Tools Product Management and Global Risk Management team with business development by determining their needs and helping to define software solutions to meet those needs.

Used knowledge gained through prior experience, education, training to resolve issues and help remove project barriers.

Participated in the assessment of various technical design sessions to provide details during the development process, assure those detailed technical specifications matches business functional specifications.

Washington Mutual Bank – Chicago, IL

October 2005 – April 2007

Computer Systems Analyst / Business Systems Analyst

Supported the customization and implementation of the epiphany applications for the Financial Center package of Retail Banking division.

Documented business and system requirements; work with developers to ensure that the customizations meet the business needs.

Worked closely with the business users and developers to identify issues and to implement changes to improve the offer products by creating dynamic offers on the Visual Banker application (UI) on the front end of the Financial Center.

Functioned as a liaison between the Marketing department (Financial Center Partners) end-users consultants and technical developers.

Prepared data mart spreadsheet detailing the data fields, data source and data type after post implementation for the Marketing team to reference it for both dynamic and static scripts for the offers.

Participated in various stages of data and requirement analysis for project needs.

Trained end-users on day-to-day work procedures and assist developers during build phase of implementation by providing business scenarios.

Supported and maintained the VB package on the epiphany RT tool by creating new offers.

Played a part in Financial Center productivity improvement by designing and adding dynamic scripts and calculations to the offers resulting in improved response rates.

Participated in managing the project life cycle (SDLC) and assists in implementation of system enhancements and periodic marketing offer releases for FC channel.

Performed functional analysis, system configuration, and testing of the Epiphany Real-Time Personalization (RT) application.

Led and coordinated with the Data Team, Marketing Team for the ongoing RT releases for Financial Center Channel.

Served as an instructor for the use of the Epiphany RT, investigating system defects, implementing enhancement and releases and performing ongoing production support.

Investigated, monitored and documented programming issues using Test Director 8.0 that came across back-end testing for new enhancement along with existing functionality.

Served as a Business Analyst for systems regression and client acceptance testing, which involves processing improvements by identifying sources of problems, process delays, and quality issues, and devising solutions.

Hewitt Associates – Chicago, IL

October 2004 – October 2005

Quality Assurance Analyst / Business Analyst

Participated in the set up of the technology platform for client teams by administrating the system.

Participated in team status meetings, specification walk-through, requirements review meetings, analysis walk-through, system hand–off meetings and help maintain the project database.

Created comprehensive test plan (unit, integration, acceptance, and regression) and prepare test cases (conditions and data) to test the overall system functionality based on client requirements.

Participated in the Implementation Delivery Group providing 24-hour support for production processing, production issues (data and event), manage downtime processing, and monitors efficiencies and data integrity.

Communicated the impact and resolution of production issues to project managers, lead systems analyst and other team members that can affect the project schedule.

Implemented improvements by identifying the root cause of issues, process delays, and quality problems by recommending solutions.

Contributed to the changing needs while adapting to the specific requirements and team goals, necessary for the completion of the Mid-Year projects on time.

Documented system functionalities to develop system testing specifications for all systems, including but not limited to TBA Systems, Interactive Voice response System (IVR), Personalized Communication Statement and Your Benefit Resource (YBR).

Analyzed all ongoing business processes and Cost, Delivery, Quality metrics to identify process improvement opportunities.



Bachelor of Science in Information Systems June 2004

Major GPA: 3.5/4.0


Bachelor of Commerce April 2001

Emphasis - Advanced Accounting & Business Management

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