Product Owner Project Manager
Finance and Accounting
QUALIFICATIONS PROFILE
Analytical and goal-driven professional, with extensive project experience in financial and accounting operations and business administration, with background in Agile and Waterfall methodologies.
AREAS OF EXPERTISE
Process Improvement
Agile Methodology
Waterfall Methodology
Application Development
Project Management
Risk Management
Cost Control
Report Generation
Mergers and Acquisitions
Contract and Agreement Evaluation
PROFESSIONAL EXPERIENCE
Capital One, Financial § Salinas, CA
Senior Manager Agile Product Owner 2014–2019
úDirected multiple agile teams in defining and managing product requirements for developers which provided best solutions and market requirements on critical strategic initiatives, multibillion-dollar acquisitions, new business product launches, and financial system modernization
úCultivated relationships with lines of business to contribute key insights in prioritizing projects as well as presented results and statuses to line of business controller and senior leadership for the department
úCollaborated with end customers on product launches to identify minimum viable product deliverables providing efficient technical solutions while meeting best practice and accounting standards
úSupervised department transformation from Waterfall project methodology to Agile Scrum and Kanban methodologies
úDeveloped reporting suite, ledger process, data controls, and reconciliation strategy as part of the launch of streaming data platform generating over $700K disbursements each year
úNegotiated project timeliness with intent owners to ensure alignment with available capacity and priorities based on senior leadership goals
úFormulated process with cross department teams to update and conceptualize more than 20 new processes surrounding payments and disbursements channels, including obtaining new vendors and payment types by creating controls and reconciliation processes, funding, and ledgering activity.
úSuccessfully introduced a cloud-based platform to service reward products valued over $4B to identify proper management of point valuation, generate operational and managerial reporting, and formulate ledger process
úBuilt new account sale process, ledger procedure, and interface to numerous databases and applications to launch a recovery cloud-based platform, thereby saving approximately $150M per year in operations
úTrained, coached, and delegated more than 3 dozen associates providing positive constructive feedback with several being promoted into leadership positions
Senior Finance Manager Project Manager 2012–2014
úAdministered multiple partner portfolio divestures including deconversion off system platforms, ensuring adherence to contractual purchase parameters, buyer reporting, and providing final sale and wire support both internally and externally to the buyer
úMonitored ongoing acquisition process to identify finance priorities related to requirements, prioritization, justification, and deliverables which presented to senior leadership on how to consume acquired card portfolios into existing best practices.
úCultivated long-term relationships and designed effective workflow management techniques, ensuring on-time delivery of requirements across multiple implementation channels
úDrafted technical information and processes into clear and concise documentation for technical and non-technical audiences
Notable Accomplishment
Oversaw various portfolio sales with a total of more than $5B in collaboration with buyer, developers, line of business, legal, and Finance and Accounting department
Managed transition of HSBC card business into Capital One in terms of integrating ledger and payment processes as well as relocating $20B receivables between card platforms and supporting ancillary applications
HSBC § Salinas, CA
Finance Manager 2001–2012
úOversaw a project team of six to support line of business for the Accounting and Finance departments
úConducted system-wide updates for the entire line of business, which included developing of robust reporting and monitoring of partner metrics
úSpearheaded tactical efforts in combining subsidiaries and aligning receivables by bank, including regulatory impacts with a total of $100M
úCommunicated frequently with controller and chief financial officer on statuses of line of business projects, incidents, process improvement efforts, and requested research
úFacilitated business development activities, such as proposals, feasibility, and system capabilities regarding ledger or compensation
Notable Accomplishment
Established reporting processes for several product launches which produced more than $200M in receivables
Managed internal rewards platform build and defined all ledger activities as well as provided reporting for portfolios with total of more than $2B
EARLIER CAREER
Lockheed Martin § Palmdale, CA
Finance Analyst
EDUCATION
Bachelor of Science in Finance
California Polytechnic State University San Luis Obispo, CA