THEODORE PAMATMAT

Bachelor of Business Administration – Accounting

Master of Science in Information Systems - Project Management

**** ***** ****** ***** ******, IL 60503 ● adi12a@r.postjobfree.com ● 847-***-****

PROFILE

Finance and Project Manager- with more than 10 years of experience in a wide range of industries such airline, financial services, construction and a specialty in project management, technology implementation, system integration and budget/forecasting, audit/compliance, financial project management, workforce development and ERP systems implementation. Especially effective at large scale IT project management, risk management, process mapping and documentation. Currently have strong skills in data analysis, IT Finance, customer service, communications, strategic sourcing with strong understanding of the SDLC and experience working on delivery of IT projects using Waterfall and Agile methodology. Background also includes team leadership and internal client support as well as an experienced Agile and Waterfall Project Manager in the management of highly visible, concurrent projects.

PROFESSIONAL EXPERIENCE

Astellas – Northbrook, IL February 2020 - June 2020

Position/Role: Project Manager/Business Analyst (Pharma)

Drive and enforce standards for full life cycle SDLC application projects for healthcare projects for Prostate Cancer Treatment, Acute Myeloid Leukemia (AML) Treatment, Overactive Bladder, Renal Anemia and other products.

Manage the data migration project using AWS and ETL by replacing the legacy system to a new data warehouse for a formulary implementation coupled with regulatory requirements.

Work with the marketing department and vendor Veeva to implement VeevaCRM /Suite of Products for pharmaceutical products.

Track program status, dependencies, results, and progress reporting

Create and maintain comprehensive project documentation according to PMO policy, including Business Case, ROM estimates, Project Charter, Project Schedule, Work Breakdown Structure, and Lessons Learned and stored in SharePoint for collaboration and sharing documents.

Review documentation from past related projects.

Schedule and facilitate workshops and discussions.

Obtain stakeholder consensus on high-level project needs to estimate timeline and budget, as needed, for up to five (5) prioritized initiatives as defined by AUS IS

Identify, communicate, and escalate project impediments across initiatives and project teams.

Create documentation to communicate project(s) status, deliverables, and results.

Manage stakeholder expectation at established milestones.

Socialize program accomplishments, benefits and platform overview to groups beyond AUS IS.

Plan and facilitate weekly status meetings and monthly/quarterly readouts.

Maintain / revise program roadmap.

Maintain / revise program governance model

Create weekly status email that will include updates on scope, timeline and budget

Maintain a program risk and issue log, with regular reviews with key project stakeholders and use Service Now to handle the aspects of IT infrastructure, IT Service Management and IT assets and devices.

Used Clarizen to manage the workflow of the project for collaboration

Ted Financial Services, LLC – Aurora, IL October 2019 – February 2020

Position/Role: Finance Manager (New Medical Solutions, LLC, Signode, Flinn Scientific)

Establishes working relationships with new and existing customers to generate a steady flow of new project business and ensure success of existing projects

Facilitate the development of Change Management Plans and project financial management.

Performs SIT/QA/UAT Testing.

Work with Director and each member of the Infrastructure team to document all tasks in Smartsheet necessary to complete a project. (Over 200+ projects are on list, but 35+ projects need to be documented and tracked as Critical, Priority projects).

Created dashboard using Smartsheet and Excel for tracking the performance of various projects

Implemented Smartsheet as a project portfolio management tool for IT Infrastructure management.

Financial planning, budgeting, reporting, and analysis Inventory cost analysis for purchased and manufactured goods.

Microsoft Power BI including writing queries to SQL Server data warehouse tables, building complex data models, creating DAX formulas, and designing custom reports and analyses.

Developed and monitored schedules using Microsoft Project.

Modeling and analyzing large data sets using Excel, SQL, and Microsoft Power BI.

Product pricing analysis balancing competitive market factors, customer expectations, product costs, tariff pressures, and margin goals.

Evaluate resource constraints and discuss best re-alignment of resources with Director to keep tasks on target.

Help Director coordinate with Project Teams meetings to ensure best alignment and priority are given and all roles and responsibilities are understood and being followed.

Build out dashboards in Smartsheet for easy reporting to Executive Management what’s current priority and insuring everyone is actively updating their statuses.

Build out reports for easier project analysis on what is going on and to focus on weaknesses that need attention.

Advanced Microsoft Excel knowledge including Pivot, SUMIF, COUNTIF and VLOOKUP functions.

BMO Harris Bank NA – Chicago, IL December 2018 – September 2019

Position/Role: Senior Project Manager

Managed all data migration of regulatory reporting in North America and Canada related projects for IT Infrastructure and application development and migration such as Axiom regulatory reporting software application including Shared National Credit reporting, migration of loan pledging to Federal Reserve and implementation of FDIC 370 to Axiom.

Managed Axiom implementation including the AxiomSL Controller view product not limited to analysis, design, configuring and testing for Finance regulatory compliance.

Maintain stakeholder relationships, schedule and facilitate meetings, enable decision making, minutes, maintain RACI, partnering accountability and driving program level goals and deliverables.

Effectively manage compliance audits and coordinate with stakeholder IT Platform Services and Global Security Services team in delivering ITGC mandates.

Deliverables include completed and tested configuration within Axiom, along with necessary project artifacts, such as test plans/strategies, test cases, test results, opened/closed Jira stories, Confluence and HP ALM defects.

Follow SCRUM Agile Development methodology.

Supports the execution of key improvement initiatives using data-driven insights to deliver positive financial and customer outcomes.

Support leaders in the chartering of initiatives and identifying measures of success.

Partners with legal, compliance and risk to ensure initiatives are delivered while mitigating risk. Provides leadership, motivation, coaching, and professional development for project teams to obtain a high level of co-operation and contribution from all project members.

Ensures end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit and oversees governance controls to ensure that projects/programs meet all the performance, quality and compliance standards and conforms to appropriate methodology.

Create and maintain comprehensive project documentation according to PMO policy, including Business Case, ROM estimates, Project Charter, Project Schedule, Work Breakdown Structure, Lessons Learned and stored in SharePoint for collaboration and sharing documents.

Managing the workflow and updates to JIRA projects and used Clarity as a Project management tool to keep track the resources and collaboration for all the projects.

Manage deliverables of the Banking and Lending program through analysis, design, testing, migration, and implementation of Loan IQ.

Maintain a program risk and issue log, with regular reviews with key project stakeholders and use Service Now to handle the aspects of IT infrastructure, IT Service Management and IT assets and devices.

Used Clarity to manage the resource workflow of the project for collaboration coupled with Jira in an Application Lifecycle Management (ALM) to handle quality issues and delivering quality solutions.

End to end data management that encompasses the entire lifecycle of both structured and unstructured information – from data entry and document creation through data validation and integration to archiving for long-term storage and disposal of no-longer-needed data.

Developed Gantt Chart, Critical Path Method using MS Excel to plan timeline, flow of the task and track progress of the project. Create and manage project schedules, time management and communication plan.

Deep understanding of project and program management in an Agile methodology and delivering highly scalable and robust systems; proven track record of leading large cross-functional software projects.

Performs agile project management activities including planning, execution, tracking (include RAIDS) and reporting.

Developed and monitored schedules using Microsoft Project.

Performs SIT/QA/UAT Testing.

Applied RAID analysis for project planning for identifying key project Risks, Assumptions, Issues and Dependencies.

ADDISON GROUP - Chicago, IL May 2017 - January 2018

Position/Role: Data Integration Analyst/Project Finance Manager - (Staffing Firm)

Manage the initiation, planning, execution, and control of a project delivery team for a single or multiple technology initiatives in a professional services industry environment for data migration from the legacy system to Kronos of payroll, time and labor and create an HRIS system

Lead a variety of types of projects including AD migration, system integrations, human capital management (HCM), operational efficiency improvements, infrastructure upgrades, and on-going business activities using SDLC methodology.

Maintain stakeholder relationships, schedule and facilitate meetings, enable decision making, minutes, maintain RACI, partnering accountability and driving program level goals and deliverables.

Manage new Kronos Workforce Ready (WFR) IT ERP system implementation for payroll, time and labor, and HRIS including Applicant Tracking, On-Boarding, HR Benefit, Case/Incident Management, Portal and Self-Service Technologies as well as Workforce Mobile applications.

Implement agile management ideals by facilitating exercises such as sprint planning and team leading standups.

Drives workforce development program initiatives throughout the entire project life cycle, including initiation, planning, execution, monitoring, control, and closure. Implements project management policies and leads multiple small to large projects and initiatives from conceptualization to launch.

Proactively remove roadblocks and escalate, as appropriate, to management and implement an effective Customer Service strategy.

Performs project leadership functions, including collaborating with customers to define project objectives and scope for each phase of the project, manage project schedule and overseeing quality control throughout the project’s life cycle, acquiring resources and coordinating the efforts of team members in order to deliver projects/products according to plan. Responsible for the successful outcome of projects and initiatives.

Managed shared services transformation projects of Human Resources and Payroll.

End-to-end data management covers the full spectrum of the data lifecycle across multiple tiers and storage types.

Management of your complex cloud environment to improve overall spend, maximize utilization, and leverage enterprise-level support. Build resilience across cloud-based production and recovery systems

Adapt your Hybrid IT environment by leveraging the latest advances in cloud to support the changing needs and demands of the business

Delivering elements of systems design, including data migration rules, business rules, or other detailed deliverables.

Developed and monitored schedules using Microsoft Project.

Applied RAID analysis for project planning for identifying key project Risks, Assumptions, Issues and Dependencies.

Advanced knowledge and understanding of intercompany and Payroll accounting concepts.

Company: BROCK GROUP - Joliet, IL Apr 2016 – Mar 2017

Position/Role: Financial Reporting Manager (Construction Firm)

Responsible for Sage 300 Accounting and Blackline Financial System implementation using SDLC methodology

Responsible for implementing Blackline‘s Account Reconciliation Solution

Work with the client to prepare the project plan of the business requirements, deliverables, and timelines

Responsible for all areas relating to regional financial reporting and analysis; ensuring the accurate recording of revenues, expenditures, assets, and liabilities.

Prepare monthly management Financial Statements and develop, implement, and maintain effective planning and analysis.

Support Finance Director in coordinating with Operations for Monthly, Quarterly and Annual Forecasts/Budgets Zero-Based Budgeting (ZBB).

Manage daily activities for Accounting, Accounts Payables, Cost and Project Accounting, and Treasury.

Manage the preparation and distribution of internal financial statements and reports, maintaining the highest quality, reliability, and accuracy.

Manage monthly closing process, including Blackline account reconciliations and analysis of related accounts.

Liaison for Interim and Year-End Audit performed by Brock external auditor. Coordinate audit requests and related schedules requested.

Assist and train finance and accounting team members on how to use the system which includes providing guidance to the team on existing tools, as well as assist them with researching issues.

Develop spreadsheet using Advance MS excel to reconcile the balance sheets on monthly and annual basis.

Assisting in the design and IT ERP implementation of financial and management reporting and analytics portfolio(s) used to drive strategic and operational decision making.

Advanced Microsoft Excel knowledge including Pivot, SUMIF, COUNTIF and VLOOKUP functions.

SOCIETE GENERALE/NEWEDGE - Chicago, IL Jun 2013 – Feb 2016

Position/Role: Finance Manager(Investment Banking)

Responsible for system integration and data migration of financial system and not limited to data aggregation and Financial Reporting using Hyperion and Essbase provides high-quality data and fast access to client performance reports, asset allocation, holdings, and transactions in a single solution

Maintain, managed and monitor regional and local compliance to the internal control frameworks such as the IT Risk Standards, Internal Controls Framework, SOX, HIPAA, PCI, GDPR, SOC1 and SOC2 regulatory / legal and other obligations / requirements

Reports administrative and developed financial metrics and KPI to communicate back to Business Sponsors and related stakeholders the amount of progress made toward a measurable goal and to ensure transparency and accountability.

Global ERP implementation in Europe, APAC and North America Performed facilitation process, navigating the competing needs of multiple stakeholder groups for the acquisition and merger of NEWEDGE and Societe Generale.

Works with other team members of the ETL (Extract, Load and Extract) and data warehousing concepts for huge data volumes and follow SCRUM Agile Development methodology.

Defining an end-to-end business process that is accepted by all groups.

Facilitate the development of Change Management Plans and project financial management.

Mapping out the requirements for one or more systems to support the business needs and the process.

Developed IT financial processes and controls for managing spending in key cost categories, including Infrastructure, Strategic Programs, Hardware, Software, Telecom, Staffing, Services, Outsourcing and Innovation.

Oversaw monthly management reporting, expense variance analysis, and ad-hoc financial analysis for Operations and IT departments globally.

Performed financial modeling using Power Business Intelligence and Excel for company’s future performance based on the historical performance of the entity, including monitoring performance versus plan, forecast and other benchmarks, variance, and trend analysis.

Revenue or cost responsibility between $250K to $10M per project. for Americas region IT and Operations departments.

Facilitated IT expense and capital budget development, quarterly forecast, and annual development.

Supported cost allocation process, intercompany chargeback, and ad-hoc cost/vendor analysis.

Managed a team of financial analysts and collaborates with other members of the team, customers and to align work efforts, develop strategic plans supporting Operations / eSolutions / IT departments globally for Financial Services Change and Technology Programs.

Analyzed financial data and formulated recommendations for improvement to ensure accurate data. Worked with Operations to enact those changes and shares information cross-functionally to improve workflow processes

Developed detailed analysis of area and facility financial statements by pulling data from Hyperion and Essbase for reporting purposes. Prepared summary financial reports using Hyperion Financial Management for Corporate IT Management, highlighting operating performance and/or plans.

Establishes effective project or program oversight and other governance bodies and engages the appropriate stakeholders to support the direction of the project or program and enable superior customer experience.

Contributes to the development of the seed funding request by ensuring project scope and benefits are clearly articulated and risks are identified.

Works in close partnership with Finance and key stakeholders for monthly reporting requirements (i.e. Finance, compliance, Status, Issues Management). Manages and/or validate financial forecasts and provide on-going reconciliation of resources and other related project expenses.

PORSCHE FINANCIAL SERVICES, Lisle, IL May 2012 – Apr 2013

Position: Business Analyst

Performed financial, operational, sales, and marketing data analysis and reported results to management. Managed and maintained all operational and reporting databases on a daily and monthly basis. Supplied data and analyses to administrative and operational departments.

Assisted in the preparation of the annual operating budget, the long-range plan, and all budget reforecasts. Assist the Manager, Planning and Analysis, Manager, Risk Management and Director, Risk Management and Controlling with the implementation of local and group projects.

Implementing CPQ to produce sales quotes for their prospects using Salesforce CLM-Contract Life Management

Assist in monthly data preparation and loading of SAP BW.

Assist in preparation of cost center budgets and inputs to PFS SAP Budget Tool.

Assists in the maintenance and testing of PFS SAP Data Warehouse and PFS SAP Budget Tool.

Supported Sales Department by preparing and distributing monthly Dealer Summary Reports, which were used by regional sales managers as a sales tool.

Document and understand data needs of finance system requirements, which may include procure to pay, fixed assets, revenue recognition, cash and financial close as well as governance.

Analyzing financial data using Excel and Access for financial reporting and planning including variance analysis.

DEVRY INC., Downers Grove, IL Jan 2008 – Apr 2012

Position/Role: Senior Financial Business Analyst - Finance

Assist in implementing of infrastructure projects which includes disaster recovery program, laptop refresh, network, and telephony.

Work with multiple teams to analyze, develop and action detailed plans for the migration of services to data centers.

Work with the business development teams and management keeping them apprised of the project status and progression.

Facilitate the development of Change Management Plans and project financial management.

Assist in Global IT ERP system implementation of Project Delta to help increase the levels of efficiency and strengthen student service by replacing the existing information system by Banner.

Worked with ERP Implementation of Infor Lawson for Financial Management, Procurement, Human Capital Management and analysis.

Assist in assessment of the needs for the right cloud environments for specific systems and workloads at DeVry which include migrate application and managing the combination of new cloud hosting infrastructures with existing systems for a more efficient hybrid IT environment.

Participated in the creation, modification, and execution of IT Infrastructure project tasks, including client/server.

Proactively manage changes in the project scope, identify potential problems and determine contingency plans

Set up weekly monitoring for all new projects and coordination of the project transition from one phase to another.

Provide exception reporting to management daily to track progress on projects

Revenue or cost responsibility between $250K to $100M per project.

Define project tasks and resource requirements, track project milestones and deliverables, managing SDLC projects.

Estimate and coordinate the resources and departments needed to achieve project goals.

Participated other IT Infrastructure projects, involving Active Directory – AD migration, user accounts across domains, network implementation, server migrations, and selection of IT Vendor with client/server requirements

Created budget for client/server equipment purchase, installation, or relocation for projects.

Coordinated monthly financial reviews, identifying, and communicating key financial and operating issues to the CIO and CIO leadership team. Ensured that forecasts were summarized and reviewed for accuracy and consistency.

Performed financial tracking, reporting, governance, and analysis of all Information Services, including Infrastructure (data center, network telephony), Help Desk, CRM, Project Management, Data Warehouse, and Shared Services using COGNOS.

UNITED AIRLINES, INC (UAL), Elk Grove Village, IL Oct 1997 – Jan 2008

Position: Senior Staff Accountant and IT Planning Analyst

Performed financial modeling using Excel and Crystal Reporting for company’s future performance based on the historical performance of the entity, including monitoring performance versus plan, forecast and other benchmarks, variance, and trend analysis.

Participated with the integration and process improvement of data processing and maintained the data flow of general ledger system using mainframe and ORACLE Global ERP system implementation project including Oracle Data Relationship Management (DRM).

Understanding the needs of multiple stakeholders and working many projects to enable informed decision-making about what investments to make in technology.

Performed clarifying, updating, and improving the business processes impacted by the technology changes that are part of the projects

Support the finance team of financial and management reporting including project planning, requirement gathering, analysis, design, tool selection, security, development, testing, deployment, issue resolution, and continuous enhancements.

Reconciled balance sheet accounts and prepared necessary adjustments for proper classification, substantiation, approval of transactions, and accuracy prior to journal voucher preparation.

Provided support to internal, external auditors and tax department building strong relationships. Managed the preparation of audit work papers.

Prepares financial reports, forecast, analysis for Planeside Operations including mishandled baggage.

Prepares monthly management reporting, expense variance analysis, and ad-hoc financial analysis for Operations and IT departments globally.

Facilitated expense budget development, quarterly forecast, and annual development.

Supported cost allocation process, intercompany chargeback and ad-hoc cost/vendor analysis and financial modeling including ROI, NPV, IRR, EVA, Discounted Cash Flow, sensitivity analysis for multiple IT projects.

Responsible of the production of regulatory reports on a standalone / consolidated basis for UAL and any other related regulatory topics.

Regulatory reporting follow-up to streamline regulatory reporting production throughout the group.

Continuous improvement of the activities: participate to the ERP systems implementation of regulatory needs directly in link with project teams.

TECHNICAL SKILLS

Software: Advanced skills in Microsoft Office - MS Excel (VLOOKUP’s, macros, pivot tables, nested IF statements, Power BI), MS Word, MS Access, Microsoft PowerPoint, MS Visio, MS Windows, and Vista OS

Financial & Operating Systems:

COGNOS, LAWSON, ERP, SAP, ORACLE, PEOPLESOFT, HYPERION (SMARTVIEW and ESSBASE),

Google Suite, Business Objects Reporting (Business Intelligence), CRYSTAL REPORTING, SAGE 300, KRONOS

WFD– (HRIS, Payroll and Time and Labor), Great Plains, Quick Books, XBRL, SQL, Google Apps, Edgar, P21,

PPM Tools:

ALM, JIRA, Confluence, Clarity PPM, Clarizen Project Management, Time Tracking, Smartsheet, Gantt Chart,

Microsoft Project, SharePoint, Scrum Master, Concur, TFS (Team Foundation Server), AWS

EDUCATION

DePaul University April 2006

Master of Science in Information Systems - Concentration in Project Management

Philippine School of Business Administration October 1989

Bachelor’s Degree

Major in Accounting

Certifications: Scrum Master Professional (Agile) – 2019 and PMP (In process – working towards it)

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