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Program/Project Management, Client Management, Business Requirements

Hendersonville, NC
September 21, 2020

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Exceptional talent for performing demanding IT (technical and non-technical) roles to lead the development and integration of new lines of business;

Highly skilled with interpreting and translating complexity into manageable scenarios using structured methodologies, requiring cross-functional exposure and managing plural concurrent priorities

Expertly skilled creating white papers, project management and business analysis planning documents; managing project risks and issues; developing Key Performance Indicator (KPIs); producing BRDs, FRDs, Design Docs, Test Plans and other SDLC and Project deliverables;

Expertly skilled delivering enterprise solutions, as a Business Solutions Architect, as a Project Manager and as a Business Analyst;

Expertly skilled in all phases of the SDLC, QA/User Acceptance Testing and the Project Management lifecycle;

Heavy exposure to custom software development and solution implementation strategies for multiple platforms across DEV, QA and PROD environments

Excellent communication skills (both written and spoken) to convey valuable knowledge to both technical and non-technical audiences

Heavy IAM/RBAC methodology experience – former InfoSec Architect, ISSO and IT Security Administrator.

Significant exposure to software and services procurement via the RFx methodology;

Consultant/Contractor since 2003;

Exceptional critical thinking and due diligence skills


B.S., Information Systems Management, University of Maryland, Baltimore County (UMBC), Baltimore, MD.

Employment History

Self-employed (non-IT) 06/2018 – 08/2020

Senior Business Analyst, PMO 10/2015 to 06/2018

Red Zone Resources, Garner, NC

State Contract: NC Dept of Health and Human Services, PMO, Raleigh, NC.

Project 1: Stand up a new administrative office for Medicaid, Food Stamps and social services on Cherokee tribal lands

Project 2: CMS’ Medicare ID Card Replacement Initiative (coordination with State’s 44,000+ Providers)

Responsible for providing project governance for 2 enterprise projects liaising daily with the PMO Portfolio Manager, PMO Project Manager, IT Team Leads, Business SMEs, and client. Successfully defined a manageable scenario for first project where the initial scope definition presented a potential 100+ stakeholder community. Applied due-diligence to refine the complexity into a very manageable project scope definition, traceable to NC DHHS’ business policy, financial/cost accounting, operations, IT, social services and medical assistance groups. Managed logs for project risks and issues as living documents accessible across the stakeholder community. Leveraged prior PM experience to help drive the project to a successful technical solution. Built a framework for communicating change to the business community, including the requirements across several IT delivery platforms for eligibility and claims processing, demands for formulating new business policies and processes to parallel existing management controls, and demands for risk and change management controls. Authored many of the Project Management documents to comply with the State’s enterprise PMO documentation requirements, including the Project Management Plan, Communications Plan, Implementation Plan, Contingency Plan and Business Analysis Management Plan documents. Heavy use of MS Visio and MS Excel to document system interfaces, data flows into and out the agency and data file dependencies between DHHS and its external business partners at the State and Federal levels. Utilized Sharepoint to manage document repository through both projects. Utilized HP ALM for requirements management. Required attendee for monthly Executive and Advisory Steering Committee meetings for both projects. Contract was extended twice for 2 additional years total.

Senior Business Analyst 01/2014 to 09/2014

DigitaliBiz, Inc., Rockville, MD

Federal Contract: US Patent and Trademark Office (USPTO), Alexandria, VA, Public Trust Clearance.

Responsible for managing business requirements across 8 concurrent USPTO system-upgrades (custom solutions) and system-replacements (COTS integration) projects. Partnered with project managers, technical leads and business partners to drive RFI and RFP solicitations for vendor-product offerings. Successfully performed comparative analysis of vendor software products (independent of RFx methodology) via product demonstrations and independent market research to steer the USPTO’s Office of General Counsel in the purchase of an integrated Legal Case and Document Management Solution (COTS) adapted to the US Federal Courts. Instrumental in the other projects pertaining to Patents Appeals processing, Integrated Library Systems, Emergency Notification Systems, and Web-based Time and Attendance. Documented project scope change justification documents, business requirements management processes, product evaluations and recommendations, justifications for changes from RFI to RFP/RFQ. Mentored IT development staff for the creation of password reset controls using USPTO’s very rigid password history control (last 25 passwords / prior 3 years). Applied due-diligence to meet/exceed all client expectations.

Senior Business Analyst / Solutions Architect 11/2011 to 02/2013

Aderas, Inc., Reston VA

Federal Contract: Pension Benefit Guaranty Corporation (PBGC), Benefit Calculations and Valuation System (BCVS) Project, Washington, DC, Public Trust Clearance.

Responsible for designing a work-flow management solution to integrate an electronic data quality and electronic data audit as a standard front end before new lines of business are integrated into the agency’s pension plan administration program. Performed all business requirements management tasks through the Functional Design, Solution Development and QA/UAT Test Plan phases for the BCVS project. Authored the Functional Requirements Documents (FRD). Designed processes to integrate Oracle’s Enterprise Data Quality (EDQ) for data cleansing and standardization of newly acquired pension plan data before porting to Oracle databases. Designed workflows for publishing pension plan data to the PBGC actuaries. Designed an electronic data auditing solution according to the Agency’s operational procedures. Principle POC for the triage of all defects during the QA-UAT Test Phase using HP’s Quality Center. Conferred daily with Project Leads, Business Analysts, Developers, Trainers, Actuaries and Auditors to mitigate gaps in the system design, Training Guides and business logic. Documented Interface Controls for external web services. All work performed in a SOA (Service Oriented Architecture) using Oracle’s APEX as the development platform.

Business Analyst 06/2010 to 02/2011

Apex Systems, Inc., Falls Church, VA

Contract: RR Donnelley Publishing, Business Communication Services, Thurmont, MD.

Responsible for defining the business requirements to integrate multiple lines of business into RRD’s proprietary Open Source printing solutions. Project lifecycles mirrored Agile methodology with 2-3 month durations. Authored process flow diagrams, Business Requirements Documents (BRDs) for each line of business. Conferred with developers to document design specifications for IBM Mainframe (COBOL), UNIX, Perl-scripting, HP Powerstream, and Dialogue imaging specifications. Managed requirements life-cycle for concurrent projects. Collaborated with other RRD facilities in the US and the UK on project development to meet Service Level Agreements (SLA).

Business Analyst (Lead) 07/2006 to 02/2007

Princeton Information, Edison, NJ

Contract: MetLife Insurance, Reinsurance Program, Greenville, SC.

Responsible for determining how to integrate 3 acquired lines-of-business into MetLife’s Reinsurance DB2 Data Architecture by creating and validating data mappings, staging and translation requirements. Utilized COBOL, JCL, and VSAM datasets with variable length file definitions to perform the data analysis, identifying the data patterns used by the original administrator (New England Financial) to determine underwriting rules. Manage business requirements document. Escalated special handling requirements to close gaps between source and target underwriting rules (20% of policies) while finalizing rules on remaining 80%. Applied due-diligence to ramp-up in 50% the expected time.

Business Systems Analyst 04/2005 to 04/2006

Focus Technology Consulting, Rockville, MD

Federal Contract: US Dept of Education, Federal Student Loan Servicing Systems Modernization, Germantown, MD.

Responsible for the functional decomposition and Use Case definition for discharging Federal Student Loans for larger project to re-engineer the Federal Student Loan processing systems. Maintained design specifications across multiple project releases developed under an iterative methodology for upgrading the system platform. Created system transformation design specifications for legacy to Web, Web to Siebel, Web to Web. Utilized RequisitePro to manage requirements traceability, gap analysis and gap closure between Business Requirements and Use Cases. Reverse engineered legacy systems. Managed deliverables using SharePoint.

IT Security Advisor 09/2003 to 03/2004

JANUS Associates, Inc., Stamford, CT

Federal Contract: Center for Medicare and Medicaid Services, Medicare Modernization Project, Baltimore, MD.

Responsible for advising the agency on measures to mitigate real and potential security risks to Medicare/Medicaid data. Tasked daily with evaluating vendors’ IT Security Risk Assessments and Security Plans to ensure all vendor-supplied business solutions complied with NIST 800-53 IT Security Management Controls. Recommended the inclusion of additional safe-guards for the internal and external claimant systems to ensure compliance with Agency, NIST and HIPAA regulations. Represented CMS Security Section in Medicare Modernization Project status meetings. Briefed CMS CIO on critical project findings. All work supported a myriad of platforms to include mainframe, web, client/server and all combinations thereof.

IT Specialist, CG-2210-13 (Federal Employee) 01/1986 to 12/2002

Division of Bank Supervision, Financial Risk Management Solutions

Federal Deposit Insurance Corporation (FDIC), Washington, DC

System life-cycle management (cradle-to-grave) for automated business solutions including early warning systems serving the FDIC’s oversight responsibilities to the commercial banking industry.

Business Unit Manager (6-months Interim)

Provided Program Management and managed 10 staff and their contractors’ assignments supporting the FDIC’s Division of (Bank) Supervision.

IT Project Manager (10 years concurrent role)

Applied PMI project methodology to deliver enterprise financial risk management solutions serving the bank examiner community of the FDIC and the other Federal and State Bank Regulators. Accountable for end-to-end project management from 3 perspectives concurrently: Technical, PMO and Client/Stakeholder Relationships, including the management of resources across all projects (data, staff, vendors, business rules, hardware & software). Delivered nearly 50 projects on time and within budget. Influenced the progression towards CMMI-level 3 Certification using PMI-based methodology. Directed the delivery of Business Process Re-engineering initiatives. Instrumental in the procurement of software and services via the RFx methodology, assessing vendor submissions of Statements of Work (SOW), evaluation of resumes comparing skill sets to expected skills to complete projects, and assessing cost projections for solutions deployment. Led legacy system modernization endeavors using both Iterative and Waterfall SDLC methodologies. Responsible for cradle-to-grave life cycle solutions. Expertly experienced in the transition of solutions from DEV to QA to PROD environments. Repeatedly recognized for superior achievement. Most work performed against the FDIC’s mainframe, client/server and web (Intranet/Extranet) platforms. Managed User Acceptance Testing for all projects in a separate and configured QA environment. Supervised the production of all project-related documents by vendor project teams. Annual participant in Disaster Recovery and Business Continuity testing using remote hosting facilities for all critical business systems.

Application Security Architect (12 years concurrent role)

Designed and administered a Roles Based Access Control (RBAC) security model to manage access for 10,000+ users and enforcing access management policies for both internal and external stakeholders. Designed and implemented OIG/NIST 800-53 compliant IT auditing tools and established the IT and IT security controls (including APIs) for standardized business application connectivity to the security model. The model performed flawlessly to restrict access to FDIC bank examination data for users across the FDIC, the other Federal bank regulators, the FBI, the Office of the Inspector General and the State Banking Authorities.

Information Systems Security Officer – ISSO (12 years concurrent role)

Administered Identity and Access Management (IAM) controls for 35 staff and 100+ contractors assigned to department-level projects. Provided oversight to IT Security risk evaluations, IT & IT security audits and Certification and Accreditation evaluations. Developed security planning documents. Consulted with project managers, senior management and client-side automation control experts on policies and procedures for enforcing NIST 800-53 Information Security requirements across all department projects. Performed gap analyses of security implementation plans versus expected security architecture requirements and recommended remediation action plan.

Software Engineer (5 years)

Designed and delivered structured Decision Support (BI) solutions in the FDIC’s mainframe environment. Heavy exposure to using financial derivatives to monitor banking practices and performance. Designed and developed custom solutions in a Build vs. Buy environment. Elicited and validated Business Requirements and performed unit and systems integration testing. Developed all SDLC documentation, including Business Requirements Documents, Internal and External Design Documents. Created Proofs of Concept. Evaluated software tools and made recommendations. Designed a Search Engine Optimization tool to expedite online report request. Responsible for delivering all solutions to the operational environment and providing post-implementation support to the stakeholders.


Recipient of 7 awards for superior performance achieving FDIC’s mission-critical business objectives for financial risk management of the commercial banking sector.

Relevant Skills


Business Analysis Management Plans, Project Management Plans; Risk and Change Management Plans, System Interface Diagrams; Data Flow Diagrams; White Papers; Communication Plans; Contingency Plans; Business Continuity Plans; Use Cases; Risk and Issue Logs; Business Requirements (BRD); Functional Design (FRD); Technical Design (TDD); Test Plans; Project Planning/Initiation; Feasibility Studies; Cost/Benefit; Post-implementation Review.

Testing /Defect Management:

HP QC & ALM, SharePoint; Section 508 Compliance, Systems Integration (SIT), Regression, Performance (PT); User Acceptance (UAT).

Process Solutions:

Oracle’s Enterprise Data Quality (EDQ), Electronic Data Audits, Actuarial and Auditing Solutions, Use Cases; Storyboarding; Functional Analysis & Decomposition; Systems Re-design / Modernization; Reverse Engineering.

Database Solutions/Data Repositories:

Relational DBs: (Oracle, CA-Datacom, DB2, SQL); Database Design; EDI/Data Sharing; Sequential file management; Data Warehouse; Database Access Optimization / SEO.

Project / Requirements Management Tools:

Rational RequisitePro; SharePoint; Visio; MS Project; Harvard Project Manager; Critical Path Method (CPM); PMI Methodologies; Visual SourceSafe.

Information Security:

IAM Methodology; RBAC Methodology; ACF2; CICS Transactions; DB2 Secondary Authorizations; n-tier layers.

Web Platforms:

Oracle Application Express (APEX), 3-tier; backend databases; Secure Intranet & Extranet; Embedded SQL access to DB2 DB.


Formulated Workplace PMI Standards; Strategies (Change-over, Parallel w/Back-fill, Distributed); Iterative (Agile-like); Waterfall.


Business Requirements Management, Project Management Methodologies, Structured Systems Design, Intranet/Extranet Design, Business Communication Strategies, Business Writing for Professionals, Sales Training,

Office Networks & Software:

MS Office (Word, Excel, PowerPoint, Access, Outlook, Visio); Windows; Novell; Lotus Notes, Apple (iOS);

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