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Project Manager, Agile/Waterfall

Forest Hills, NY, 11375
May 18, 2020

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Jose Ortiz

646-***-**** New York, NY


PMP Certified Project Manager and Business Analyst with over 12 years’ experience working on projects for large Fortune-500 companies, mainly within the financial services sector. Managed internal, external, and remote teams. Strong understanding and hands on experience with both waterfall and agile methodologies.

Delivered projects which included Azure cloud-based solutions for external clients, post implementation G/L (SAP FICO) integration, regulatory reporting-based projects and addressing MRAs, optimized business processes, business systems, built support teams, and developed MIS based reporting tools and applications. Hands on experience leveraging tools such as MS Project, JIRA, Visio, Powerpoint, Excel (pivots, lookups, charts), and SQL queries.


Project Managed a project to refactor and develop new functionality for a a government pharmaceutical Medicaid pricing engine onto the Azure Cloud.

Automated the reporting of the Consolidated Financial Statement (FR Y-9C), along with implementation of Axiom Controllerview.

Delivered enhanced processes & workflows across a 1,300 person global controllers group.

Worked on post-implementation activities, with a focus on the SAP ERP financial reporting - G/L module implementation.


MBO PARTNERS New York, NY 6/2019 to Present

Sr Project Manager – Agile (contractor)

Sr Project Manager (Agile) on a project at KPMG to create a Medicaid Government Price Reporting engine for pharmaceutical clients on the Azure cloud. This involves the refactoring and migration of SQL code onto Azure, the creation of an orchestration tool, and a Tableau based dashboard.

Project Manager (Agile) on a project to automate IAM scripts and utilizing an off the shelf solution for dashboarding purposes. Documented use cases and requirements. Created project plans using JIRA.

Managed a project to review and transition an Operations Support team. This included hosting review sessions with vendors on proposed SOWs, identifying and proposing remediation of gaps on the SOPs, and tying performance to SOW, SLAs, and SOC controls.

Scrum master and product owner. Responsible for allocating work to team members, run the daily standup, backlog grooming, retrospectives, coordinating requirements and providing updates to stakeholders.

Part of the PMO team. Work with Project Managers to track cyber project initiatives, document and report project status, track budget and resource spend.

RUSSELL TOBIN New York, NY 5/2019 to 6/2019

Business Analyst– Trade Settlements (contractor)

Brought on to provide structure around testing effort at Brown Brothers Harriman Trade Settlements department - Developed a structured test plan, with test cases, strategy, and test scripts around an enhanced trade settlement platform supporting DTCC and Fed settlement.

DEUTSCHE BANK. New York, NY 4/2016 to 7/2018

Agile Product Owner

Product owner for agile based projects under the MIS & Planning Program. Projects added critical process improvements, reporting & control enhancements to MIS systems, and eliminated an outstanding audit items with regulators.

Gathered user stories, performed story mapping, gather requirements & acceptance criteria.

Performed backlog grooming, and provided the PMO with accurate burndown and burn rate reports

Worked as intermediary to ensure business needs were addressed, and removed roadblocks for the development teams.

Project Manager (Waterfall SDLC)

Managed a global matrix team of up to 8 off-shore and internal SMEs. Delivered projects for an Infrastructure change (CtB) group:

Delivered two waterfall based projects, one supporting regulatory reporting-based requirements using Qlikview, the other delivered a fair value reporting-based solution using Cognos.

Handled all aspects of the Project life cycle, including scheduling, project planning, budgeting, critical path, requirements, scope, risk mitigation, and change control functions. Worked closely with vendors to ensure SoW were in line.

Mentored Jr team members, and helped establish the service levels 2 /3 support teams.

RBC – ROYAL BANK OF CANADA. Jersey City, NJ 9/2014 to 4/2016

Sr. Business Analyst (consultant through Huxley Associates)

Brought on to ensure requirements, business rules, and data sources were identified and documented to support initial FR Y9C reporting. Worked with external vendor to ensure the Axiom Controllerview application was set up and running.

Supervised a team of 4 Jr. BAs, reviewed and gathered requirements for BRDs, FRDs, and written business rules. Facilitated UAT testing and written test cases, directed manual testing, and reviewed defects with users. Provided resource and project estimates for stakeholders.

Identify and map gaps in data, rules and processes. Analyzed regulatory filings & report instructions.

GOLDMAN SACHS. Jersey City, NJ 1/2011 to 6/2014

Project Manager / Sr. Business Analyst (Consultant through Exertus Solutions)

Worked on two different programs. One delivered a strategic control framework of the intercompany P&L reporting. The other delivered a strategic process and front end application to support FASB157 related activities.

Implemented enhanced process & workflows for reporting across the 1,300-person Global Controllers group. Delivered new analytical tools to identify variance and exceptions

Led working groups with users to document requirements, identify risks, gaps, and document existing processes. Documented the workflow, data sources, rollforward and disclosure logic for automation.

SANNA GLOBAL. Forest Hills, NY 9/2008 to 12/2010

Owner / Proprietor

Sole proprietor of an online ecommerce company which marketed private label consumer products.

JPMORGAN CHASE. Jersey City, NJ 4/2005 to 9/2008

Business Analyst / Project Manager (Consultant through Modis Group)

Business Analyst / PM on a Day 2 post implementation program, with a focus on SAP FICO Integration.

Business Analyst on a workstream to support a controlled process for clearance and settlement activities, as part of the Day 2 M&A Implementation activities. Led working groups with each project team under the program’s portfolio and identified clearance and settlement impacts. Worked with the project and program teams to design a solution to ensure both the legacy and SAP FI CO ledgers were in line.

BA/PM on the SAP FI GL implementation efforts, ensuring GL accounts, reference data migration from legacy GL and subledger to SAP FI ledger was properly performed for assigned companies.

BA on series of projects to automate the Fee billing process, which delivered a reduction in manual interventions, facilitated reconciliations, provided increased audit controls and automated postings to SAP GL.


BARUCH COLLEGE – CUNY, New York, NY B.B.A., Finance & Economics


PROJECT MANAGEMENT PROFESSIONAL - PMI Number: 1863698 Since October 14, 2015

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