Matthew Morgan

IT Financial Services Professional - PMO/Chief of Staff

Cresskill, NJ

adcggs@r.postjobfree.com

201-***-****

• Results-driven professional with proven track record in increasing productivity, quality, and customer satisfaction.

• Creative thinker and analytical problem-solver with demonstrated ability to manage projects from planning through execution/completion while working in fast-paced, time-sensitive environments.

• Exceptional interpersonal communicator who effectively interacts with clients and all levels of management.

• Skilled developer of strategic and analytical presentations of information including management dashboards, snapshots, and various reporting metrics.

• Decisive, energetic, focused team leader/player.

• Extremely proficient in MS Office suite - Excel, PowerPoint, Word. Authorized to work in the US for any employer

Work Experience

Risk Management & Controls / PMO

Citi - Jersey City, NJ

March 2015 to May 2019

Vice President

• Responsible for monitoring all risk and control activities for Institutional Client Group at Citi.

• Produced management scorecards and dashboards.

• Oversight and governance for all technology related issues.

• Implements resource management best practices to effectively and efficiently support project manager staffing needs.

• Perform the role of technology lead and project manager for major initiatives. Successfully guided all initiatives through software development life cycle.

• Provides leadership to team members and other project staff on resource management policies, procedures, practices, and standards.

• Subject matter expert on all PMO standards and procedures.

• Serving as an advocate of the PM principles and standards established by the PMO Project/Portfolio Management Office Consultant

KPMG - Montvale, NJ

March 2014 to March 2015

Project Portfolio planning and analysis. Development of tools to assist with the management of project portfolio.

• Portfolio reporting for tracking of projects financial plan, forecast, and actual. Budget analysis for presentation to senior management.

• Direct responsibility for overall management of assigned projects.

• Utilizing and ensuring project adherence to standard project management processes and tools to manage project teams across the entire project life cycle

• Ownership for project delivery - own project phase deliverables and stakeholder management

• Build and maintain project execution plan, including approach, scope, tasks, durations, work effort, dependencies, budget, planning assumptions, risk profile, team structuring, staffing, resource allocation, and deliverable definitions

• Organizational responsibility for establishing, managing and motivating multi-disciplinary project team(s)

• Making project-level decisions and managing track team leads and day-to-day team activities

• Serving as an advocate of the PM principles and standards established by the PMO

• Responsible for identifying and managing project risk factors, and anticipating and resolving project issues

Project, Resource & Portfolio Manager

Morgan Stanley - New York, NY

September 2013 to February 2014

Vice President New York, NY

• Implements resource management best practices to effectively and efficiently support project manager staffing needs.

• Perform the role of technology lead and project manager for major initiatives. Successfully guided all initiatives through software development life cycle.

• Provides leadership to team members and other project staff on resource management policies, procedures, practices, and standards.

• Conducts process definition/improvement workgroups through development of workgroup objective and strategy, and coordination of workgroup participation.

• Metrics: Assist in the development of a metrics program for the organization that provides transparency in the organizations performance in project delivery, resource and vendor management and process management.

• Governance and Reporting: Facilitate governance and reporting focused on the prioritization and performance of programs, providing consistent reporting to support decision making. IT Chief of Staff

BNY Mellon & Computershare

March 2001 to June 2013

Vice President Jersey City, NJ

• Direct report to CIO and responsible for leading PMO, Quality Assurance, and Financial Planning.

• Ownership of the group financials, including forecasting, budgeting, and tracking capitalization against approved major expenditures. Sole responsibility for maintaining and meeting an annual budget of forty million dollars. Targets were met and/or exceeded in all years in this position.

• Development of analysis tools to assist department management with financial tracking. Perform required analysis to determine department financial status and provide reporting metrics to senior management.

• Performance tracking of department project portfolio including cost and delivery variation to submitted estimates. Develop and maintain a project-tracking tool. Evaluate project information provided by managers and identify at-risk initiatives. Report project tracking developments and milestones to senior management including the Shareowner Services Governance Board and the Issuer Services CIO.

• Perform the role of technology lead and project manager for major client initiatives and events. Successfully guided all initiatives through software development life cycle.

• Participate as a member of the Shareowner Services Technology Governance Board. Act as facilitator for the monthly meetings.

• Liaison for the department with the Issuer Services Quality Assurance team in reporting project health status. Work with project managers and division QA representative to remediate issues.

• Liaison for the department with the vendor management team. Discuss and address any issues relating to onshore/offshore staff.

Project Manager

Prudential Financial

September 1999 to March 2001

Systems Project Manager Newark, NJ

• Coordinated scope and feasibility planning.

• Developed business case, preliminary budget, cost-benefit analysis and resource requirements.

• Organized and led project teams.

• Developed and maintained project plans.

• Recorded, tracked and coordinated, and resolved all project issues that were barriers to success.

• Managed the completion and signoff of the user requirements.

• Managed the completion and turnover of system specifications to developers and testers.

• Coordinated and tracked all levels of testing including; unit, system, one up / one down, inter-system, user acceptance, operational readiness, stress and volume.

• Managed a team of 12 business analysts. Responsible for providing guidance, mentoring, work allocation, and leadership to the team.

Lead Business Analyst

Citigroup - New York, NY

October 1992 to September 1999

Assistant Vice President New York, NY

Member of the Citigroup Global Risk Reporting team. The project was a twenty five million dollar global initiative that consolidated credit information from over sixty countries and distributed that information worldwide.

• Liaison between technology staff and business users while creating functional specifications.

• Managed and coordinated the process to received credit information from global regions.

• Managed the implementation and distribution of the reporting system to Citigroup employees.

• Global tracking and coordination of user acceptance testing.

• Managed the Global Risk Reporting help desk.

Skills & Expertise

Financial Services - Project Management - Program Management - Operating Budgets - Financial Forecasting - Vendor Management - Business Analysis - Business Process Improvement - Team Leadership - Personnel Management - Risk Management Education

Bachelor of Arts in Business/Managerial Economics

College of the Holy Cross

1992

Skills

• E-Commerce

• Project Management

• Business Analysis

• Agile

• Business Requirements

• Change Management

• Process Management

• Project Implementation

• Risk Management

• SDLC

• User Acceptance Testing

Certifications and Licenses

Driver's License

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