Project Manager Workforce Management

KEVIN J. O’BRIEN

NEW YORK, NY ***** • LinkedIn: http://linkedin.com/in/kjobrien

PHONE 203-***-**** • E-MAIL *******@*****.***

SUMMARY

●Helping Businesses Build, Optimize and Scale for Growth; Business & Digital Transformation; Operational Excellence.

●My passion is complex problem solving. I am a Program & Project Manager; 6 Sigma & LEAN Process Engineer; Scaled Agile Lean Portfolio Manager (SAFe).

●I possess an effective mixture of technical and interpersonal skills.

●Solid experience managing, improving existing, and designing new business processes and systems. Extensive experience with core business systems including Finance, Leasing, HRIS, and Compensation.

●Strong liaison skills to translate critical needs between management, programmers, operations staff, and internal and external clients.

PROFESSIONAL EXPERIENCE

Software Guidance and Assistance – Consultant (Contract)

Demand and Capacity Management – Risk Management 2024

●Implemented Demand and Capacity Planning for Risk Population at Citi, including communications, training, surveys, and tool entry.

Workforce Management Consultant 2022-2023

●Stakeholder engagement lead for Advisory team. Identified stakeholders in preparation for the rollout of workforce management to entire Citi Consent Order identified Risk population (~42K staff).

●Trusted advisor for Global Business Risk Control, Data, and CAO functions across all pillars of Workforce Management.

●Liaised with the Change Management team to ensure the process changes in Demand and Capacity Planning, Staffing Planning, and Resource planning are implemented in a way that the changes will last, and the Global Risk Population of Citi will be prepared for them.

S&P Global, New York, NY 2017 - 2022

S&P Global Finance, Program Management Office – Director 2020 - 2022

●Led the Finance Program Management Office. Implemented a structured prioritization methodology. Drove Finance Prioritization Process, Communications, and Project Governance.

●Enhanced and Expanded Support of Agile SAFe (Scaled Agile Framework).

●Project managed Finance Automation, Treasury, HR, and Procurement projects.

S&P Global Market Intelligence, Program Management Office – Associate Director Technology Portfolio 2019 - 2020

●Technology Portfolio: Supported the program priorities of the technology portfolio. Worked with Sr. Leaders to establish the priority order via Centralized Prioritization Process (CPP). Coached project managers to move projects through the process.

●Team Mapping/Capacity Planning: Led the resourcing component of centralized process assigning teams to projects each cycle. Ensured the Project Management Business Analysis staff have the details they need to assign resources in a way that takes direction from the priority and allows work to get completed.

●Transition to SAFe (Scaled Agile Framework) 5.0: Evolved the prioritization process into Scaled Agile Framework.

S&P Global Ratings, Way We Work/Lean Management Team - Lean Coach 2017 - 2019

●Digital First: Saved $732K USD in expense via process and policy changes identified from detailed Value Stream Mapping of finance functions across all divisions and SPGI Corporate. Project included examining existing finance processes, as well as defining a vision for the future of Finance at S&P, including opportunities for Robotic Process Automation (RPA) and systemization of distributed/manual processes.

●Ratings Customer Experience: Visually mapped the Ratings Customer Journey; Interviewed commercial and analytical colleagues; Prepared and co-facilitated a workshop to better understand customer touchpoints. These efforts lead to a customer experience Strategic Initiative for ratings.

●Vendor Governance Lean Initiative: Focused on how to create a faster and simpler Vendor Governance process impacting 3,500 third-party vendor contracts accounting for 668MM USD spend in 2018. Identified 150 issues across all S&P Global divisions causing multi-level approvals to take 20 days on average to complete. Formed small teams to establish causality and design solutions, culminating in the second workshop where 75 improvement ideas were presented and prioritized.

Siemens, Iselin, NJ - Lean Coach, Business Excellence 2015 - 2017

●Used Lean Six Sigma to identify, implement and support improvements to processes in Loan Servicing, Lease Portfolio Management, Lease Cash Application, and Accounting.

●Mapped value stream in various processes, identifying opportunities for improvement.

●Managed IT projects to support improvements to processes, reducing lead time and cycle time while controlling opportunities for defects.

UBS, Weehawken, NJ - Consultant 2015

●Defined process map for UBS US benefits rollout of CDHP (Consumer Driven Healthcare Plan) across 5 benefit providers, 4 external software vendors, and internal benefits team. Detailed all touchpoints and system interactions.

●Created end-to-end test strategy for 2016 benefits rollout at UBS. Performed testing on all vendor systems.

JP Morgan Chase, Jersey City, NJ - Business Analyst Lead VP, Human Resources Technology 2013 – 2014

●Lead Project Manager/Business Analyst on a $1.2MM project to optimize the global compensation system.

●Compensation and Employee-to-employee disaster relief systems: Mapped value streams; documented business and functional requirements; and ensured that requirements were implemented.

●Kept a pulse on the ever-changing regulatory environment and ensured that necessary changes were understood and implemented correctly. Created and maintained project plans. Ran implementation of new releases.

●Ensured the User Experience team developed mockups that followed the business and functional requirements, and that user feedback was reviewed, prioritized, and addressed accordingly.

●Cultivated relationships between IT and business to support the compensation system.

McLagan (AonHewitt), Stamford, CT 2006 – 2013

Manager, Product Owner, Global Fusion User Acceptance 2012-2013

●Product Owner on large scale agile projects to implement new internal systems, including an Information Week Top 500 project with a budget of $5 -$15MM.

●Led user acceptance testing across three businesses with a staff of 35. Directed and prioritized enhancements and issues.

Process Manager, North America Survey Finalization and Delivery 2007-2012

●Managed process team with a staff of 5, supporting revenue growth from $30 to $50MM. Drove global process improvement through business process definition and alignment.

●Using Six Sigma DMAIC, identified process differences across satellite offices and unified data cleaning, finalization, and delivery processes.

●Developed and led firm-wide curriculum for training new users on systems and business processes. Documented and redesigned processes across 5 global sites.

●Ensured internal and external clients understood key data elements and metrics for internal systems as the subject matter expert.

●Created a process for implementing new studies using Six Sigma DMADV; resulting in client deliverable production in a shorter cycle time and with reduced defects.

Sr. Business Analyst 2006-2007

●Reengineered the job mapping process cutting cycle time to a quarter, moving most of the work from Partners to Analysts, and greatly reducing opportunity for defects.

●Gathered and documented business requirements translating business needs into solutions and system enhancements.

●Translated reporting requirements into SQL queries and built client-ready finished visual presentations of quantitative data.

●Guided developers in understanding the systems during advanced troubleshooting and during enhancement fulfillment.

Citigroup (CitiCapital), Harrison, NY - Sr. Business Analyst 2003 – 2006

●Managed projects to enhance, upgrade, and extract data from InfoLease (the leasing subledger) according to the Citigroup’s SDLC (Systems Development Life Cycle) Methodology (Waterfall project management).

●Led effort to define and implement extracts from InfoLease to feed the data warehouse.

●Mentored fellow business analysts on subroutines and logic for writing ATB correlatives and InfoTrieves.

Town Sports International (New York Sports Clubs), New York, NY - Business Systems Consultant 2003

●Developed and verified the revenue forecasting model in Cognos Finance based on the existing MS Excel Model.

●Integrated an acquisition into the Cognos Finance model.

General Electric Corporation (GE Capital), Various Locations 2000 – 2002

●A 2 -year program consisting of 6-month rotational assignments through different GE Capital businesses.

●Completed Six Sigma Black Belt. Coached green belt projects.

GE Commercial Real Estate: Defined data translation rules for RE-Source Conversion (Global Deal Tracking System).

GE Access: Outsourced Tier 1 Help Desk calls to a Global Development Center in India using iProcess.

GE Financial Assurance (GEFA): Greenbelt Project: Led efforts to identify and consolidate Novell servers. Developed documentation for LifeComm, Cyberlife, and Transcend legacy insurance policy administration systems.

GE Structured Finance Group: Responsible for InfoLease with oversight for 2 on-site consultants. Directed efforts in various financial system consolidation projects and produced monthly financial reconciliations.

GE Commercial Equipment Finance: Fostered an understanding of the internet with Sr. Leadership. Developed SQL reports on customer-facing websites.

Intel Corporation, Arizona 1997 - 1999

VHDL Validation Engineer Internship: Verified Northbridge Design on the Intel 815 Chipset. 1999

Software Development Engineer Internship: Planned and coordinated Y2K testing of Documentum 1998

Co-op - Systems Engineer: Designed and populated database for location/status of Lot Boxes within FAB 12. 1997

EDUCATION

Rensselaer Polytechnic Institute Troy, NY

B.S. Computer and Systems Engineering, 1999

●RPI Crew Team – President, Vice President

●Chi Phi Fraternity – President, Risk Manager

New York University School of Continuing and Professional Studies New York, NY

Certificate in Project Management (PMP certification), in progress

TECHNICAL/REPORTING SKILLS

ADP, Workday, Oracle Fusion, ServiceNow, PeopleSoft, MS Office (Expertise in Excel and Access), Visio, MS Project, SQL, Jira, Azure Dev Ops, Python, Tableau, Qlik, Business Objects, InfoTrieve, SharePoint, Balsamiq, HP ALM, VBA, C, C++, Java, COBOL, Perl, FoxPro, Batch, FTP, Shell, and DOS Scripting

CERTIFICATIONS

SAFe 5 Lean Portfolio Manager – Scaled Agile Framework (2022)

SAFe 5 Agilist – Scaled Agile Framework (2022)

Certified Lean Facilitator – S&P Global (2017)

6 Sigma Black Belt – General Electric (2000)

PERSONAL INTERESTS

Leukemia/Lymphoma Society Team in Training Triathlon – Mentor/Participant

Triathlon: Ironman Lake Placid; Syracuse Half-Ironman Triathlon; Westchester Triathlon; New York City Triathlon

Running: New York City Marathon; Washington D.C. Half Marathon

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