Project Manager Financial Services

Thomas Donovan Tampa, FL ***** • 716-***-****

***********@*****.*** • linkedin.com/in/thomas-donovan-7665342 Top Skills/Attributes

I'm a seasoned financial services and technology executive, leader, project manager, business analyst, consultant, and strategist. I'm an expert in revenue enhancement/profit improvement, transformational projects, banking, sales, c-level management consulting, banking technology (past & present), cost reduction, and operations.

• As Project Manager, Principal, SVP, and Managing Director for over 17 years in revenue enhancement consulting, I worked with large global commercial & small community banks and credit unions to realize over $500 million in profit improvement and cost savings strategies (> 40% of recommendations were accepted/implemented).

• I've worn many hats in my career - JCL & COBOL coder/programmer, project manager, business analyst, teacher, consultant, Director, salesperson, and banking SME. As a result, I have a unique ability to manage multi-disciplinary projects and to navigate complex challenges. But actual experience (40+ years and 120 financial services clients) has taught me that my professional value boil down to the following:

I've been working with banking core mainframe computing since the early 80's, loading the Bank's Operating System from a card reader, as well as PC computing/data base programming since the advent of IBM PC's in the ‘80s.

I am a multi-linguist of the technology-driven banking business. I speak fluent geek, sales, teacher, analyst, charmer, and that of a sometimes-difficult client. Understanding means fewer missteps, which leads to a better, more refined product/process.

I am an expert in the use of all Microsoft Office products as a Program/Project Manager; using Excel for data quality/integrity (accessing/transforming/analyzing data, as well as presenting findings) and PowerPoint to create decks to display the analysis more easily to management.

I don't care who gets credit, I just want the scoreboard to read "victory".

I have many creative, thought-provoking ideas based on my broad technology and financial services experience.

I am one of many who have creative ideas! Executing/delivering on these ideas is what matters. I deliver!

• Specialties: Yield Management, Non-Interest Income, Revenue Enhancement, Cost Savings, Net Interest Margin, Project Management, Roadmaps, Core Banking, Reengineering, Transformations, M&A/Divestitures, Digital Banking, Bank Technologies, Risk and Issue Management, Process Improvement, Change Management, Communications, Presentations. Work Experience

The Donovan Group, LLC (contract with CETO, Alpharetta, GA) Senior Project Manager/Managing Consultant 08/2023-06/2024 As a self-employed consultant, offer contracting firms/banks/insurance companies a seasoned professional with Project Manager/Business Analyst skills, including client assistance as follows:

• Most recent engagement with CETO, defined and documented company processes and strategies via best practices of long-time consulting in revenue enhancements, workforce management, and operational efficiencies/process improvement.

• Model current “as-is” and project “to-be” business workflow processes thru Visio, Excel expertise, and presentation via MS PowerPoint.

• Define business reporting requirements including content, layout, and other characteristics.

• Ensure project planning with key Product deliverables are completed on time.

• Define and document company processes and strategies via best practices of long-time consulting in revenue enhancement, operational efficiencies, project management (organizational skills, planning, governance, workforce compliance, bank regulations), core banking, integrations, and M&A.

Heitmeyer Consulting @ Owners Bank (contract, Middletown, CT) Senior Digital Banking Product/Project Delivery Manager 01/2023-07/2023 Digital PM responsible for driving the development and implementation of new core banking and multi-vendor systems to support Lending and Credit digital onboarding, credit card plastic production, all lending underwriting, payments, and distribution of funding. Supported Owners Bank product strategy and established Tech Book of Work in northeast U.S. and future movement across the continental U.S. As part of the PMO, worked closely with cross-functional teams to understand customer needs, market trends, and regulatory requirements/reporting, and used this knowledge to drive the product roadmap and ensure our Digital Banking proposition met the needs of our customers while managing regulatory risk, governance, and change.

• Talented and motivated technical AND business-oriented PM that managed the customer onboarding experience from end to end, including project planning, coordination, and execution.

• Collaborated with cross-functional teams to ensure timely and accurate delivery of the Book of Work: onboarding/underwriting/production/transactional materials and processes.

• Coordinated testing, project planning, compliance and regulatory management, risk issue management (RAIDs) for Phase 2 (Lending and Credit Card), along with preparation of data for monitoring/analyzing customer metrics to identify areas for improvement (lessons learned) and optimized the customer experience.

• As a critical member of the Bank’s ePMO, followed PMBOK and project governance and enforcement, including defining roles and responsibilities, setting standards and guidelines, implementing/road mapping processes and procedures, establishing/documenting communication channels, and lastly creating/implementing performance measures and risk/regulatory reporting.

• Stayed up to date with Lending and Credit Card digital industry trends, regulations, and best practices in customer onboarding/mobile/digital experiences and drove product improvements.

• Deep expertise of 20+ years in Excel, PowerPoint, Project, Word, Access, and Visio assisted the client in use of their already established toolkit.

• Maintained a deep understanding of industry digital banking products. NTT Data Services @ Truist Bank (Atlanta, GA)

Financial Services Consulting Manager 08/2019-12/2022 Program Manager for Financial Consulting Operations assigned to design, implement, and manage complex global cross-business-unit programs with business-critical outcomes and impact. Led and managed business system and process creation for one or more complex initiatives within Consulting to support operational cadence, business growth, client value and globally consistent execution.

• Partnered and collaborated within Consulting and with senior leaders and other key business partners to develop and implement cohesive strategic programs.

• Developed content and business requirements to operationalize, launch and scale transformation initiatives. Captured operational & business requirements and successfully established and executed on strategies and tactical plans.

• Leveraged process management best practices. Demonstrated effective process management through process design, process optimization, execution, and service excellence, emphasizing principles of efficiency, simplicity, leverage, data utilization and change management.

• With very regulatory and compliance related projects (divestitures/employees/mortgage/deposits), applied PMO/PMBOK governance/reporting metrics to create the highest performing workstreams.

• Applied expertise in PowerPoint, Excel, and Project to enhance established client tool set.

• Where needed, assisted the Bank in regulatory reporting, Compliance Officers where product enhancements were needed, and implemented RAID logs to better track risks and issues.

• Focused on end-to-end cost management, effective use of resources and feedback in all processes, effective and timely issue resolution, and root cause analysis. Established criteria and developed reports and analyses that assessed and managed the effectiveness of initiatives.

• Designed and delivered effective program communication and presentations to all levels of management within and beyond Consulting. Executed multi-channel communication & training plans to ensure programs achieve desired results with key stakeholders.

• Supported the strategic direction and execution of all projects and initiatives on a global basis. Displayed consistently sound business acumen, and maintained excellent understanding of methodologies, processes, risks/issues/controls/audits, and relevant data.

• As part of Bank’s PMO, managed: project planning, Compliance and Regulatory for each project within risk and change management, root cause analysis/evaluation, remediation, closure, monitoring, and reporting for this top 10 Merger of Equals bank project.

• Projects during Merger of Equals engagement: HR/Workday Transformation, Branch/Account Divestiture, Retirement Product Divestiture, HR/Incentive/Workforce Management Transformation, and Mortgage Servicing/Originations Transformation. Heitmeyer Consulting @ Bank of Oklahoma (contract, Tulsa, OK) Senior Banking Project Delivery Manager 03/2019-07/2019 Treasury Product/Project Manager for Bank of Oklahoma/Cobiz Bank Merger Integration Project. Was responsible for reviewing project plan to determine time frame, funding limitations, procedures for accomplishing project, staffing requirements, and allotment of available departmental resources to various phases of project; established a work plan and staffing for each phase of project; arranged for recruitment or assignment of project personnel; formulated and defined technical scope and objectives of project; conferred with project staff to outline work plan, and applied expertise in PowerPoint/Excel.

• Identified and managed project dependencies and critical path items pertaining to complex project plans having multiple inter-dependencies such as departments, vendors (SBC, Fidelity, Compaq, Cisco) and processes; negotiated with project sponsor (senior management LOB) to ensure that desired governance: timelines and budget expectations were met while managing project compliance/regulatory adherence, and change management/risk (reporting with PowerPoint/Excel)

• Reviewed status reports prepared by project personnel; modified schedules or plans as required including quality assurance test plans and quality assurance testing.

• Managed weekly/monthly reporting process; helps prepare information deliverables for O&T Project Manager Officer (PMO) regarding progress toward project planning and milestones. Heitmeyer Consulting @ Key Bank (contract, Buffalo, NY) Senior Banking Project Delivery Manager 11/2018-03/2019 Data Conversion Squad Lead for Key Bank Consumer Lending/Home Equity Transformation Project. Was responsible for leading all technology activities pertaining to Data Conversion:

• Deconversion programs/changes, reported with Excel and PowerPoint to Management.

• Account number conversion/design for downstream interfaces with Excel and Access.

• Testing events supported in-person.

Robert Half Finance & Accounting @ JPMorgan Chase (contract, Tampa, FL) Senior Merchant Services IT Product/Project Manager 07/2018-11/2018 As Project/Product Delivery Manager, was part of the Information Management team that owns the insights, BINs, reporting, and dispute resolution products within Chase Merchant Services globally. Responsibilities included:

• Created business cases and project charters for new products and enhancements.

• Ensured project planning with key Product deliverables were completed on time.

• Drove approval and technology commitment for roadmaps and insertion on the book of work.

• Identified business requirements, risks, and change management controls.

• Managed project governance, noted regulatory risks where applicable, and identified compliance roadblocks (in particular regarding BINs).

• Managed business decisions and clear roadblocks for successful project completion

• Represented projects during senior leadership meetings.

• Defined pilot approach, communication, and other product readiness activities prior to launch.

• Analyzed client requests/issues, made recommendations with constraints, and drove to resolution.

• Ensured maintenance of an ongoing product controls environment.

• Derived and maintained Product KPIs.

ConsultNet @ Zions Bancorp (contract, Salt Lake City, UT) Senior Project Manager, Core Banking Transformation - Interfaces 11/2014-12/2017 Project Manager/Workstream Lead for Interfaces (50+ interfaces/600+ touchpoints) for a major Core Loans/Deposits Transformation Project (TCS BaNCS). Managed and consulted with Bank Technology, Back and Front Office Operations, Vendor Technology teams. Was responsible for providing oversight, structure and alignment to the Core Transformation schedule supporting an iterative/agile methodology. The primary purpose of this role was to ensure program outcomes by coordination of the changes needed to support the requirements, development and testing required by the changes initiated by the transition to the new core banking application.

• Worked with all Bank and Vendor leadership, technology teams, third parties, and analysts to develop comprehensive plans with achievable milestones and measurable results.

• Made certain Deposits Operational and Core Transformation leadership was kept informed and able to make timely decisions about critical program issues.

• Reported to the Core Transformation Deposits Release Executive and led critical organizational activities, such as creating strategic solutions to help improve the overall flow and function of work throughout this transition.

• Drove the strategic planning, governance, and prioritization in alignment to the Core Transformation timeline for project management, change control, change management implementation, coordination while keeping the Core Deposits projects and initiatives in Compliance, stayed up-to-date with all regulations/regulatory reporting, as well as performed root cause analysis/evaluation, remediation, closure, and monitoring/issue reporting.

• Leader with excellent influencing, collaboration, and communication skills, highly credible and has the experience, energy, and discipline to bring critical oversight across multiple initiatives.

• Tracked and monitored all risks and issues to support the projects within Deposits Operations.

• Ensured key program leads were kept appraised of cross-program implications and decisions through ongoing and effective communications, change and risk management, and planning.

• Managed and maintained business analytics including reporting, process development and improvement, change management.

The Donovan Group, LLC (contracts with Profit Solutions, Hamburg, NY) Senior Project Manager/Managing Consultant 03/2014-10/2014 As a self-employed consultant, offered contracting firms/banks/insurance companies a seasoned professional with Project Manager/Business Analyst skills, including client assistance as follows:

• Took time off to explore hands-on project management training (USF Project Management Certification), worked to expand network of professional colleagues and industry professionals, and strengthened family relationships (after mother passed, timely visitations to dad’s nursing home).

• For subcontracts with Profit Solutions:

o Defined customer objectives, business needs and scope, and systems requirements for marketing and client management.

o Provided work schedules for projects. Documented project risks and issues. Communicated project status and made corrections/communications if effort is off-track. o Compiled functional business requirements for financial, marketing, customer information applications.

o Produced project plans and scheduled functional requirements. o Modeled current “as-is” and project “to-be” business workflow processes. o Defined business reporting requirements including content, layout, and other characteristics.

o Produced data models for application software being converted and upgraded, including internal data structures as well as mapping from old to new systems. o Ensured project planning with key Product deliverables was completed on time. o Helped define and document company processes and strategies via best practices of long- time consulting in revenue enhancement, operational efficiencies, core banking, integrations, and M&A.

ROLTA (Alpharetta, GA)

Senior Managing Consultant 07/2013-02/2014

As a Senior Managing Consultant in the OFSAA (Oracle Financial Services Analytical Applications) Practice within EPM, was responsible to assist ROLTA clients and fellow consultants/sales/developers. IBM (Armonk, NY)

Senior Managing Consultant 09/2010-07/2013

Was responsible for numerous transformational PM and business analyst roles, including:

• Technology Transformation - Business Requirements Review, Enhancement, and Validation role for a Global Bank mainframe core system replacement project, a Core Banking Functionality Validation role for a Leading U.S. Bank and SAP Information Technology, PMO/Core Banking Replacement: UAT/PAT Release Implementation and Workstream Management role for a large North American Financial Institution, and Systems Delivery and Production Support Transformation role for a top 20 (~$200B assets) U.S. Financial Institution.

• Business Transformation - Treasury Management Client End-to-End Testing Process Re- engineering and Roadmap role for a Multinational Financial Institution, Internet Bank Build: PMO/Workstream Management role for a large North American Financial Institution, and Global Document Management Solution (GDMS) Program Lead - As PMO Financial Management Lead for a major technology/reengineering/financial initiative at a top Global Insurance Company.

• Sales/Business Transformation - Enterprise Growth Initiative Sales Capability and Financial Services Insight role for a $5.3B business communications software & systems company, assisting in aligning their revenue growth plans with a new solution (Enterprise Growth) sales capability and financial services insight.

• Strategic Bid & Proposal Assistance roles to assist IBM Senior Management in compiling a proposal to deal with One IBM for a top strategic global insurance partner.

• As part of project management requirements, performed risk and issues analysis, business process review and optimization, root cause analysis/evaluation, remediation, closure, monitoring, and reporting.

Sheshunoff Consulting + Solutions (Austin, TX)

Senior Consultant - Revenue Enhancement 07/2009-09/2010 Provided management and “hands on” profit improvement and cost saving process re-engineering consulting services, focusing on community banks and credit unions. Profit Technologies Corporation (PTC, Davidson, NC) Managing Director, Senior Vice President 06/1999-07/2009 Led restarting of Retail and Commercial Banking consulting practice with focus on Revenue Enhancement, Payments and Exception Processing, Cost Savings, and Process Improvement/Re- engineering. Successfully provided project and people management, assisted Sales, and delivered consulting services to large North American-based banks. CAST Management Consultants (Los Angeles, CA)

Vice President, Organizational Effectiveness Division 12/1998-06/1999 Furnished operational, organizational and change management consulting services to all financial service providers including banks, insurance companies, mortgage brokers, credit card companies and thrifts. Assisted in redesigning business processes to make clients more effective and efficient. Carreker Corporation (Fiserv, Dallas, TX)

Principal, Yield Management Division 09/1996-12/1998 Assisted clients in selecting, developing, and implementing operational processes and technical solutions: needed to provide organizational, product and customer profitability information. Data gathered, researched, analyzed, compiled reports and formally “sold” findings of detailed, professionally prepared consulting studies to help clients enhance profitability and improve competitiveness.

Earnings Performance Group (EPG, Short Hills, NJ)

Project Manager/Senior Consultant, Non-Interest Income 04/1993-09/1996 Specialist in facilitating customer-focused Information Technology, Management, and Banking solutions for financial services clientele. Expert in selling recommendations/business cases to top Information Technology, Retail and Commercial Banking management by tying information technology to business strategy. Recruited and managed bank consultants for projects ranging from $200,000 to

$10 million.

HSBC Bank (Buffalo, NY)

AVP/Senior PM/Developer/Production Support/EA-CIO 09/1981-04/1993 Held multiple management/officer and staff positions while running Project Management from Deposits and Compliance, coding COBOL and PC-based database languages, coded and managed staff in JCL (Job Control Language), resolved production issues 24/7, and became a SME on all Deposits and Treasury Management solutions.

Education

Bachelor of Arts Mathematics, 1981, Le Moyne College, Syracuse NY Certification Project Management, 2019, University of South Florida, Tampa FL BAI Graduate Banking Degree – Bank Operations Management, 1993, University of Wisconsin Madison

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