Leadership and Core Competencies
Pre & Post Merger and Acquisitions
Acts with appropriate sense of urgency
Detail oriented and organized.
Digital Artificial Intelligence (AI)
Project Management (Product Development,Waterfall and Agile)
Project Risk and Incident Management
Organization Change Management (Training and Communication planning, Stakeholder Analysis)
Strategic Financial Management (Resources and Budgets)
Team Building and Problem Resolution
Test Strategy and Execution (Functional, Regression, Performance, and UAT)
Testing Defect Management
System Experience
Confluence, Microsoft teamwork, JIRA, Agile Central Rally, Version One, Visio, SharePoint, Enterprise Portfolio Management Tool (EPM), STAMP, Program Project Risk Tool, (PPRT) Concur, Tech Direct, PCM Web, Nexus HP Quality Center, Slack, and Smartsheet
Education
King’s College, Charlotte NC
Diploma in Business Administration
Professional Consultant Experience
Project Manager
Elsevier August 2022 – Present
Managed all phases of the project through the Product Development process.
Scheduled and facilitated project review meetings for the purpose of updating status.
Maintained ownership of and accountability for the project schedule
Managed the monthly forecast up to 2 million dollars per year.
Managed the third party vendor relationship to ensure our pilots meet the project schedule completion date.
Managed the risk and issues mitigation plans to ensure project completed per project schedule.
Project Manager
Beacon Hill Staffing Group January 2022 – July 2022
Managed all phases of the project through the Product Development process.
Scheduled and facilitated project review meetings for the purpose of updating status.
Maintained ownership of and accountability for the project schedule
Managed the monthly forecast up to 2 million dollars per year.
Managed the third-party vendor relationship to ensure our pilots meet the project schedule completion date.
Managed the risk and issues mitigation plans to ensure project completed per project schedule.
Project Manager/Consultant
Wells Fargo – Technology Portfolio Management Office June 2019 – March 2021
●Successfully manage on time, within scope and on budget of a Chabot computer program project from end-to-end that uses artificial intelligence and natural language processing to automate responses to user queries, simulating human conversation with a $6.1mm project budget
●Conduct project meetings with key stakeholders on status of the project, review project plan for percent complete with assign project plan tasks with assign task owners, review financials, watch items, risks, issues, dependencies, manage TARs (Team Action Request) to ensure all tasks are completed and the ball is not “drop” on tasks to be completed, and successfully remove impediments to project
●Manage the monthly financial routines to ensure the team meets the month forecast
Project Manager/Consultant Jan. 2018 – May 2019
Bank of America- Global Tech & Ops (Consumer Bank AML)
●Guide projects through all phases, ensuring processes are followed, required documents are completed, and
Required tracking systems are kept updated for end-to-end technology delivery of project. Project budget 6.7MM
●Manage monthly financial forecast and ensure system of record is updated.
●Created project plan, identified risks and issues, worked with appropriate business partners to assist in resolving project risks, issued, key decision, and watch items managed on JIRA and Rally.
●Created Weekly status reporting to the PMO and Stakeholders
●Communicate project status, risks, and issues to management for the purpose of reporting to internal management and stakeholders
●Ensure communication and training plans developed and delivered to impacted audiences. Monitored success of the plans and resolved issues. Tracked plans on Project Planner and PPRT to ensure accountability
Project Manager/Consultant March 2016 – September 2017
Bank of America- Global Tech & Ops (Global Financial Crimes AML)
●Managed all the End-to-End Project Management aspects of the project. Project Budget 1.5MM
●Ensured execution of project management processes and deliverables were completed in a timely manner.
●Created project plan, identified risks and issues, worked with appropriate partners to assist in resolving project risks and or issues, managed testing through HPQC.
●Created Weekly status reporting to the PMO and Stakeholders
●Maintained regular status updates to Stakeholders
●Communicated status, risks, and issues to management for the purpose of reporting to internal management and stakeholders utilizing JIRA.
●Ensure communication and training plans developed and delivered to impacted audiences. Monitored success of the plans and resolved issues. Ensured impacted stakeholders identified and roadmaps created for projects.
Business Analyst-Level III/Consultant February 2015 – December 2015
Bank of America- Enterprise Credit Risk
●Updated System of Record, PPRT with Accomplishments as needed
●Prepared Meeting Workbook packet with Agenda, Project Plan and TAR List
●Oversight and management of the financial process for the project (PCM) by ensuring forecast is monitored and targets met are within the project budget.
●Issue /Risk Identification & Resolution by assigning an issue, issue description, issue owner, target date for issue or risk to be resolved.
●Ensured all Stakeholders were kept informed of project status by providing weekly 4-blocker to team with accomplishments, financial updates, any issues/risks or impacts to project.
●Prepared Tollgates at the end of each phase of the project to obtain stakeholder approval to proceed to next phase of project
●Managed the repository process by ensuring all project documents uploaded into SharePoint and Discovery in a timely manner and granted teammates access to SharePoint & Discovery
Employer - Bank of America
AVP, Project Manager September 2010 – July 2014
Bank of America- Global Tech & Ops Employee
●Accountable for the entire End to End Project Management aspects of the project. Project budget 1MM
●Project Processes of DAIC (Define/Analyze/Improve/Control) & Accelerated Work Efforts which impacted four or less applications and could be completed within four months.
●Management of the project process and records within the approval tool (Program Project Risk Tool) by updating project condition as green, yellow, or red and project accomplishments for the week
●Oversight and management of the financial process for the project (PCM) by ensuring forecast was monitored and targets met are within project budget.
●Managed workgroups and JAD sessions for critical deliverables to obtain business requirements from the line of business
●Engaged Business Owners from the line of business to participate in business requirement design work sessions to complete requirements
Officer, Change Analyst January 2007 – August 2010
Bank of America - Countrywide & Merrill Lynch Pre-Post Merger & Acquisition – Project Management Office
●Assisted with post-merger Implementation planning and testing activities for the Merrill Lynch US Core Conversion by adding test scripts to Quality Center and managed testing defects. Build post-merger training and pre-post-merger communication plans.
●Updated pre-merger Implementation/Planning Project Plan timelines as needed to ensure all Implementation tasks completed prior to deployment via HPQC.
●Worked with business partners to identify impacted stakeholders and project sponsors. Communicated with stakeholders to gather prospective on foreseen post-merger gaps and potential red flag issues. Incorporated feedback into a post-merger roadmap detailing post-merger milestones and post-merger key events.
●Prepared pre-merger Workgroup Weekly Meeting materials for Implementation/Planning weekly meetings for project team
●Managed pre-merger monthly financial project forecast
●Implemented an automated pre-merger Action Log Management process for managing all merger related action items via SharePoint for the GHR Domestic Program Status Level weekly meetings and Domestic Key Milestones to ensure all tasks completed in a timely manner
●Created pre- and post-merger Visio Timelines of the Domestic Merrill Lynch Key Milestones dates for each post-merger deployments
Bank of America, Charlotte, NC (Various Roles from 1990 to 2006)