Julie Avi Moskovitz

*** **** **** ******, ***, New York, NY 10011 adcgv5@r.postjobfree.com 312-***-****

PROFESSIONAL SUMMARY

Program Management with 20+ years: 70-110 MM new projects and legacy system upgrades yielding 370 MM in savings

Government: City of New York (Office of the Mayor, DoITT, Department of Sanitation, Department of Social/Human Services), City of Chicago (911 System), Drug Enforcement Administration, US Army, US Navy, Israeli Army, and British Government

Financial Services: Banking, Settlement, Lending, Billing, Asset Management, Corporate Accounting, GL, Accounts Receivable (AR), Accounts Payable (AP), Invoicing, Cash Management, Corporate tax, SOX, Audit, & Global Retail/Real Estate/MACD

Insurance: Healthcare, Property & Casualty, Farmers, Auto, Life, Reinsurance, Workers Compensation, Legal Liability, Agent’s View, Policy Administration, Claims, Adjudication, Subrogation, Cash Management, Invoicing, Broker Billing, Quoting, Binding, Endorsement, Renewals, Reinstatement, Underwriting, and Actuarial

Research & Development: Robotics, machine learning, artificial intelligence, big data analytics, behavioral propensities

EXPERTISE HIGHLIGHTS

Program /

Project Management

Successfully managed over 40 projects simultaneously, teams in excess of 100 members, and projects valued 100+ MM USD. Efforts included strategic planning, roadmap development, prioritization, program planning, vendor and product acquisition, technical and data architecture design, environment/infrastructure build-out, requirements gathering, full life cycle development, QA/ UAT, production roll-out, and training. Engaged Steering Committees and Change Control Boards for transparency and improved communications. Provided highly informative and succinct reporting, developed expansive project plans, and obtained buy-in for program level road-maps based on organizational strategy.

PMO / EPMO & Governance

Established enterprise-wide and program level IT governance with formal and consistent processes for Portfolio/ Program/ Project management, centralized decision chains for change, and standardized approval, reporting, and buy-in processes for Executives and stake-holders. Managed pilot projects to establish organizational best practices, trained and mentored Program / Project managers on PMO methodology to ensure easy adoption and enable successful audits.

Business Analysis & Process Optimization

Conducted C-level, business stakeholder and technical facilitation, functional and non-functional requirement & process decomposition, modeling, and management with formal documentation tools. Completed gap, root cause, and forensic analysis. Implemented process decomposition, modeling, process improvement, workflows with data flows, metadata definition, defined success criteria, and cost benefit analysis for process and systematic improvements.

Data Architecture

Data architecture strategies / design / implementations, Big Data analytics, conceptual, logical and physical data models, data exchanges & marts, metadata repositories, data integrity standards, and data governance.

Vendor Management & Product /Services Procurement

Identified desired technologies, identified and engaged vendors, organized infrastructure and POC activities, finalized tool/support needs, completed pricing negotiations, procured millions of dollars of hardware, tools, and support on behalf of clients. Written and processed vendor RFPs and RFIs for multiple global locations. Maintained vendor relationships and ensured responsive support assistance during project tasks. Federal and Local government contracts / GSA

Other

Agile / SCRUM, Sprint Planning, CMMI Level 4 (audited by Ernst & Young without findings), Compliance/ Regulatory

Tools

Microsoft Project, Clarity, Confluence, JIRA, Quality Center TestDirector, SalesForce, CRM, PeopleSoft, Docker Containers, Rancher, Artifactory, Jekins, EKL, MongoDB & Cluster Replication, RabbitMQ, CloudBees, Jenkins MySQL Container, Spring Boot, Spring Data, Spring Integrations, RabbitMQ, HTML5, WebSockets, AngularJS, Spring Framework and RedHat,

OpenCV, RealSense, Visual Studio 2015, Microsoft R, Qlik & NPrinting

PROFESSIONAL EXPERIENCE

AVI Consulting, Inc. 05/2000-Present

Brown Brothers Harriman, Senior Program Management of Internal Partner Initiatives 12/2019 – Present

Provided executive level program management to troubled partner-prioritized global initiatives requiring projects to get back on track, repair vendor relationship, focus on immediate issue resolution, and prepare for an expeditious and aggressive global roll-out timeline.

Provided oversight to struggling and halted initiative, which resulted in immediate completion & global roll-out within 6 weeks

Evaluated current state, updated existing project plan, ensured effective workstreams, & immediately eradicated risks & issues

Identified outstanding tasks, assigned responsible parties, provided accountability, removed roadblocks and ensured completion

Formalized meeting cadence, communication & training plans, program documentation, status reporting, and SharePoint site

Initiated development of disaster recovery/business continuity/global helpdesk support documentation

Identified and resolved vendor software issues impacting all client communities, which were not detected in vendor’s testing

Participated in executive management stand-ups to ensure clear and concise status was communicated and insight as needed

Design Communication Plans for product & feature roll-outs, which included multiple sources & survey activities.

Sitehands, Executive Global Program Management - Client Services at JP Morgan Chase 11/2018 – 12/2019

Provided executive level program management to Sitehands, a Salesforce based platform technology company, for several key complex global initiatives and leadership of the JP Morgan ecosystem, global account expansion, service delivery quality assurance, and the overall client experience in collaborative coordination with Sales, Client Experience, Solutions Engineering, Service Delivery, Operations and Provider Management.

Defined, prioritized, and engaged in over 200 project-based initiatives requiring executive oversight and persistence to complete

Fast-tracked tasks to expedite initiatives and created a mutually beneficial partnership with the client

Provided an extraordinary level of white-glove service to JP Morgan Chase, ensured transparency, communication, accountability, program needs were met in a timely manner and acted upon as expected to improve the Client Experience

Ensured autonomy with strong business acumen, an analytical mind, and passion to implement technology globally

Oversaw advanced technology development & implementation for global operations within JP Morgan impacting 260K staff

City of New York – Department of Homeless/Social Services, Executive Program Management Consultant 6/2018 – 9/2018

Technology and infrastructure redesign post-merger of three City agencies combined with the kick-off of over $175 MIL in projects.

Provided executive-level management support across all Portfolios/Programs/Projects, existing maintenance, repairs, & operations (MRO) on 1100 applications, and kick-off of over 175 MIL in new technology efforts.

Established the first enterprise-wide reporting tools and processes for Program/Portfolio level tracking, which provided transparency in business and project milestones, phase scope, priorities, risks, issues, mitigation plans, executive decisions, AGILE Sprint Iteration highlights/accomplishments/next steps/retrospectives/dependencies/relevant statistics, release planning, schedules, resource allocation and hiring needs, identified sponsors, managers, and designated reporters.

Implemented and mentored standard and consistent PMO practices focused on easier end-user adoption with minimal resistance.

Provided senior management with training, guidance, and assistance on reporting content to succinctly communicate progress

Incorporated a flexible reporting approach to adjust PMO based documents and processes.

Drove accountability, project planning, and the review of project progress, issues, risks and mitigation plans.

Instituted an Executive Communications Plan with an established reporting schedule to Executive Management team.

Acted as an escalation point for issue resolution and ensured assignment to the responsible areas for correction.

Focused on highly complicated issue resolution on over 160 items, which stalled within the organization for months or years.

Developed tracking tools for procurement activities to reduce cycle time, highlight bottlenecks, and ensure advancement.

Supervised procurement activities, such as solicitation preparation, contract negotiations/modifications, finalized contract documents, licensing, and co-terming activities.

WorldGrows Agricultural Technologies, Sr. Program Manager Salesforce & Strategist 11/2016 – 6/2018

Closed system agricultural structures developed for vertical farming with machine learning/AI based data collection, growing propensity analysis, predictive modeling, and cubic space growing allocation. Designed and developed innovative technology within a highly iterative Agile environment with highly diverse cross-functional teams working towards achieving goals with best practices within sprints. All technology advancements maintained a flexible transformation framework that supported change and refinement as required.

Provided Program Management of diverse teams focused on invention, architecture, engineering, robotics/automation, infrastructure design, technical architecture, software design and development, user interfaces /heuristics, business / technical requirements, beta testing /training activities

Ensured oversight for functional and nonfunctional requirements for various integrated complex control and monitoring systems, data capturing / analytics, Machine Learning, Artificial Intelligence (AI), statistical propensities, modeling, CRM, and reporting

Ensured initiation, planning, execution, project documentation, monitoring and controlling and closing of projects

Reviewed documentation and ensured content met the PMO requirements, were highly consumable, and remained relevance

Responded to grants for funding, evangelized project for awareness, built investor relationships and sought beta testing partners

City of New York, New York 11/2014 – 10/2016

Department of Sanitation, Senior Program Manager

SMART Operations Board & Reporting

The SMART Operations Board replaced a paper system started circa 1950 that scheduled City tasks, employees, equipment, and routes throughout the five New York City Boroughs. The manual process required inordinate number of calls to initially organize and continuously adjust and lacked the ability to electronically capture and report data.

SMART was resurrected from a defunct 7-year effort and ONLY after a short 6 months of Agile development was rolled-out City-wide for thousands of users. The second year, drastic technical architecture improvements were made that provided users millisecond response, immediate access to information, integration with multiple City systems, and complex and rapid reporting with newly established drill down and dashboard capabilities.

Provided Program level management and direction in the following complex project activities: Infrastructure build-out and upgrades of 20+ dedicated environments, reporting technical architecture rebuild, business analyst / development / QA / UAT activities, data governance, data strategies, integration / connectivity, training, Go-Live planning, City-wide roll-out activities, and program level procurement of 30+ products & vendor services

Implemented formal Steering Committee and Change Control Board; established regular status & approval meetings

Created PMO-level standards for capturing and reporting metrics and other templates within the project phases

Established standard and consistent practices for all project team to leverage for overall organizational maturity

Created Runbook, wrote content for production support, and facilitated Support Model development and approval

Product /vendor selection, POC activities, tool procurement / implementation / payment, and structured training

Organized candidate interviews, assisted in consultant hiring, and completed on-boarding processes

SharePoint & Department of Sanitation PMO Buildout (Performed in conjunction with SMART Operations Board)

Department of Sanitation required a formal and consistent process to report on all program/project status to the executive teams, associate project costs to specific efforts, initiate budget management, and track project health. As an Agile solution, a SharePoint 2013 custom application was designed, built, and rolled-out, which included Project Manager training.

Resurrected abandoned 2010 SharePoint site, created Proof of Concept, and obtained budget and Executive management buy-in for project scope, report formats, and legitimized upgrade to SharePoint 2013

Provided technical and data architecture designs and project management for project site creation, data upload, project plan template population with milestones, risks, issues, and baseline reporting data

Hired and managed developer activities and provided QA testing of the custom SharePoint application and reports

Assisted in organizational roll-out, adoption, use and transitioned tool to the Director of the PMO when hired

Snow Readiness for City Preparedness

Performed Winter 2015 to identify and resolve all outstanding tasks required for the Department of Sanitations, Bureau of Information & Technology (BIT) to be fully ready for City-wide snow season.

Identified over 130 urgent tasks that needed assistance for immediate resolution; created roadmap for completion

Worked with existing project management or took over existing project tasks to finalize outstanding items

Procured equipment, tools, and vendor resources as needed to complete activities

Established and conducted an organization-wide Mock Drill for Snow Readiness, which included numerous vendors

Morgan Stanley - Infrastructure for Emerging Technology & Innovation Labs, Sr. Program Manager 06/2014 – 11/2014

Created several technology labs for Wealth Management, Morgan Stanley’s largest division, which trades over 2 trillion in assets annually. Created reliable and agile environments for progressive research focused on innovation for a competitive edge.

Completed requirements and managed the build out of an air-gapped innovation lab for secured experimentation, sandbox lab for mobile app development, QA lab as a PC-based branch environment for testing under typical constraints experienced in advisors’ branch offices, and a cloud-based Infrastructure as a Service (IaaS) for use by all departments.

Evangelized and obtain policy changes within global Morgan Stanley in support of innovation lab use and set lab precedencies.

Initiated the User Experience Oversight Group to facilitate organizational behavioral change.

City of New York, New York 09/2012 – 12/2013

Department of Information Technology & Telecommunications (DoITT) 09/2013 – 12/2013

Citywide IT Infrastructure Services Program (CITIServ), Senior Project Manager

CITIServ, a Mayor Michael Bloomberg initiative, assisted City agencies in modernizing and optimizing the IT infrastructure environment by consolidating disparate data centers, reducing the infrastructure footprint, increasing inter-agency data sharing, and providing a unified set of shared services.

Managed diverse project teams, which included city agencies, external business partners, vendors, consultants, and other DoITT personnel to execute, application and infrastructure migrations for physical and virtual servers

Completed server migrations based on application affinities, peak operating periods, and minimal operational disruptions of NYC Department of Law, Department of Health & Mental Hygiene, and Tax & Limousine Commission

Office of the Mayor - New Business Acceleration Team (NBAT), Senior Salesforce Project Manager 09/2012 – 09/2013

NBAT, a Mayor Bloomberg initiative, enables new restaurants and food retailers to quickly open their establishments by streamlining the process and reducing duplicate efforts across numerous agencies. NBAT coordinates the interaction with New York City Fire Department (FDNY), the Department of Environmental Protection (DEP), the Department of Buildings (DOB), and the Department of Health and Mental Hygiene (DOHMH), and Mayor’s Office for People with Disabilities (MPOD) to ensure timely plan reviews, inspections, and other required activities.

Provided senior level project management for severely crippled multi-year SalesForce implementation, which required development of a roadmap, redirection, re-prioritization, organization, re-architecting, staffing, and goal realignment

Evaluated the system’s inability to obtain client’s requests for inspector consultations, and inspection / re-inspections requests with required documentation, which resulted in system architecture restructuring and change in reporting

Managed Agile approach for development and ran requirement gathering sessions with various user groups to gather functional and non-functional requirements. Obtained user sign-off and lead development efforts that aligned with users’ desired end state. Conducted UAT activities and directed bug fixes/architectural modifications to ensure a clean and accurate system inclusive of various e-Commerce web functionalities, inspection architecture, and then to reporting/dashboards.

Designed, developed, and managed a fully functional online – e-Commerce approach for NBAT with mobile access and GPD based data sourced from City of New York with Do-ITT Security Approval /Accreditation

Jefferies, Senior Project Manager-IntelliCapture & ImageNow Implementation - UK/USA/Italy/Dubai 12/2011 - 9/2012

Provided senior management for an Agile implementation of interpretive OCR technology integrated with PeopleSoft Financials.

Sword Insurance, Program Manager of OpenCo+ Implementation for PSBA 03/2011- 09/2011

Provided Program management for three Agile billing solutions for Workers Comp, P&C, Auto, Legal Liability, OCIP, and COBRA

Arch Insurance, Senior Project Manager of CSC Point IN J – Insurance Policy Administration System 10/2010 – 03/2011

Delivered Senior Project Management for policy administration system for U.S., Guam, Puerto Rico, and US Virgin Islands.

Westpac & St. George Merger - Program Manager 12/2009 - 10/2010

Conducted new business development for merger of two banks in Australia by identifying tasks aligned with executive strategy.

EmblemHealth – Portfolio / Senior Program Manager of 40+ Claims and Adjudication Projects 10/2008 – 12/2009

Identified and managed 40+ projects during merger of 7 healthcare companies to realize over 67+ MM dollars expense savings and recoupment and over 110+ MM run rate going forward. Designed roadmap, obtained buy-in and resolved issues during merger (i.e. Legal, Benefits, Network Development, Recoupment, Policy/Plan/Payor, Department of Insurance registration, current/future ICD coding definitions).

Dell Corporation - Warranty Parts - Project Manager & Lead Process Optimization Facilitator 12/2007 – 10/2008 Provided team leadership and lead business process optimization of global online manufacturing and related accounting operations.

The Boeing Worldwide Headquarters 05/2005 – 12/2007

Sarbanes & Oxley (SOX) Enterprise-wide implementation of Risk Navigator Java by Paisley

Technical Analyst & Business Process Improvement Facilitator

Significantly contributed to the selection and implementation of Boeing’s world-wide SOX compliance management tool through a highly structured 1-year RFI and follow up RFP process resulting in savings of 110 MM and a 2 year technology infrastructure and business process optimization effort

PMO Creation: CMMI – Level 3 Implementation and Validation & CMMI Pilot project

Business Process Improvement / Requirements Analyst

Established and delivered PMO based best practices using CMMI for business processes, software development, data management, and technology infrastructure implementing and achieved Level 3 without findings in an Ernst & Young external audit.

Nationwide, Farmland and Allied Insurance Companies – IBM’s IAA Roadmap Strategist & Implementer 11/2004 – 05/2005

Provided IAA expertise and best practices on behalf of Deloitte Consulting for merger of three separate Property & Casualty (P&C) divisions, which included hands-on IAA modeling, mapping and modeling for IAA Use Cases, Business Object Models, and training.

Physician’s Mutual Insurance – IBM Insurance Application Architecture (IAA/IIW) Strategist 10/2004 – 01/2005

Reviewed a seven-year legacy system transformation plan, provided IAA/IIW strategic direction and education for a successful IAA/IIW implementation (e.g. integrated IAA/IIW models, business architecture, IAA/IIW model management plan).

State Farm Insurance Companies - Project Manager, Requirements Facilitator, and Strategist 01/2003 – 05/2009

Defined an enterprise-wide agent’s portal and obtained buy-in to improve operations, reduce risk and start up time for new offerings.

Pepsi Americas - Project Manager, Architect & Business Analyst 05/2003 – 09/2003

Facilitated C-level and technical teams to capture requirements, business processes and current architecture for a robotics upgrade.

TrueValue Hardware - Project Manager and Business Analyst 03/2003 – 10/2003

Obtained requirements and business processes for franchisee E-Commerce portal for distribution, accounting, and reporting.

Midland Bank & PNC Bank - Senior Technical and Data Architect 10/2002 – 03/2003 Conducted a technical architecture assessment of LoanIQ and the competing 5 online lending systems for an RFI

Volkswagen Credit and Bank of North America, Inc. - Senior Data Architect and Business Analyst 09/2001 – 10/2002

Sole enterprise-wide Data Architect that designed the company’s first online lending approval, asset management, and banking.

CONCERO, Chicago, IL 05/2000 – 09/2001

North Central Regional Manager, Senior Data Architect Cobalt Group/GE Financial, Motorplace Automotive eXchange

Utilized formal methodologies to develop requirements/ Use Cases for online asset management, lending, sales, and transportation

AVI Consulting, Inc. 10/1997-04/2000

Northrop Grumman, Chicago, IL & El Paso, TX (concurrent efforts) 01/1999 – 04/2000

City of Chicago, Enterprise-wide Data Architect & Developer

Chicago Emergency 911 Project

Independently designed /developed a data migration/warehousing application with B2B/B2C with web access

El Paso Intelligence Center (EPIC), Drug Enforcement Administration, El Paso, TX

Solely designed and developed the first human propensities / artificial intelligence application for worldwide intelligence data

Applied Technology Associates - Albuquerque, NM - Lead Software Developer 10/1997 - 01/1999

Automotive Black Box Information System (ABBIS)

Analyzed market entry criteria, designed real-time sensor / GPS vehicle monitoring technology that sold for 47 million <1 year

High Energy Laser System Test Facility- Master Control Unit Upgrade for US Army/US Navy/Israeli Army

Designed and developed middleware, data migration strategy, and software for a complex, distributed, and rapid data access

University of New Mexico, Albuquerque, NM – Technical Lead Software Developer (Master’s Degree Thesis) 01/1996 – 10/1997

Designed jury selection and billing system for 3 U.S. states with data architecture, middleware, and user interfaces

BMD International - Albuquerque, NM – Technical Lead Software Engineer / Developer 01/1995 - 10/1996

Developed and tested a Material Safety Data Sheet (MSDS) transactional system website /portal with legacy system upgrade

BBBG Waltham, MA – Technical Lead Software Developer and Database Modeler 01/1992 - 01/1995

Documented functional and non-functional requirements, created database with migration strategy, and coded applications

Peterborough City Council, Peterborough, England – City & Regional Planning Officer 06/1990 - 01/1992

Responsible for architectural design, planning, costing, and management of numerous multi-million GBP efforts

EDUCATION

Masters Degree

Computer Resources and Information Management, Dean List 4.0 GPA

Webster University, Albuquerque, NM, 1996

Thesis, Computer Science & Mathematics Course Work

College of Engineering, University of New Mexico

Albuquerque, New Mexico, 1995

B.S.LA. Degree

The Ohio State University, Columbus, Ohio, 1990

Java Developer Program

DePaul University, Chicago, IL, 2001, Dean’s List 4.0 GPA

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