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Project Manager

Salinas, CA
March 10, 2020

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Product Owner Project Manager

Finance and Accounting


Analytical and goal-driven professional, with extensive project experience in financial and accounting operations and business administration, with background in Agile and Waterfall methodologies.


Process Improvement

Agile Methodology

Waterfall Methodology

Application Development

Project Management

Risk Management

Cost Control

Report Generation

Mergers and Acquisitions

Contract and Agreement Evaluation


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


Lockheed Martin § Palmdale, CA

Finance Analyst


Bachelor of Science in Finance

California Polytechnic State University San Luis Obispo, CA

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