Project Manager Product

Kathleen H. McCormack

*************@*****.*** linkedin.com/in/kathleen-mccormack94/ 617-***-****

IT Program and Project Manager

Hands-on program, project and product manager who enjoys the people side of IT, readily engaging and collaborating with business and IT partners to understand priorities, synthesize processes, innovate solutions, identify risks and resolve issues. Extensive experience multi-tasking and managing large end-to-end Agile and waterfall IT and process redesign projects with a concentration in workflow integration, rules-based processing and process simplification.

Experience

Conduent, Inc. Boston, MA

Director 2021-present

Business Product Manager responsible for a suite of three cloud-based, modular, integrated and configurable digital software products that support recipients and contact center agents in the efficient delivery of government benefit programs.

Document user stories, develop budget and client pipeline, and maintain product backlog and priorities.

Develop marketing materials, support sales team efforts, prepare proposals, advocate to senior executives and deliver product presentations for sales opportunities, resulting in $40m+ sales revenue.

Actively deploy a SaaS self-service portal and robust telephony/CRM platform for state clients, defining product configuration and automating business processes to achieve maximum service efficiencies.

Manage software platform vendor relationships.

Development, maintenance and communication of product strategic roadmap and management of trade-offs in support of business expansion.

Morgan Stanley New York, NY Boston MA

Executive Director 2010-2020

Consultant project manager converted to full time Program Manager for the Field Management Technology portfolio, overseeing $45m+ budget and 16k+ user base. Projects address all Retail products – Equities, Fixed Income, Options, Lending and Advisory portfolios.

Managed a global team of 18 project managers, business analysts and scrum masters in New York, Montreal and Mumbai, including hiring, consultant onboarding and career development.

Conducted rigorous needs assessment, functional design, workflow integration, and vendor management for implementation of a portfolio performance reporting and AI recommendation tool.

Oversaw a portfolio of IT projects, including budgeting, project/sprint planning, requirements documentation, dependency tracking, test execution, deployment management, conversion, runbook creation/execution, strategic roadmap preparation, and reporting portfolio status to senior management.

Led Advisory and Retail fee billing rules automation, reference data centralization and workflow integration projects. Workflow and UI redesign reduced operational effort by 25%.

Executed a multi-year strategy to replace a 45+ year-old mainframe system processing $1B transactions monthly with a distributed, rules-based and workflow solution with more flexibility and transparency. Process improvement and automation reduced operational effort by 45%.

Managed end-to-end cross-functional system development project for new hard-to-borrow Equity lending product, immediately contributing new assets and revenue to the firm.

Actively drove transformation of 80% of waterfall systems development projects to an Agile methodology.

Non-profit Projects Boston, MA

Consultant 2002-2010

Project Manager applied technology and project management skills on behalf of several local non-profits.

Evaluated auction software, prepared recommendation, negotiated contract, and implemented fundraising software at three non-profits, allowing them to exceed 100% of fundraising goals.

Defined requirements, designed, tested and implemented school-wide client database.

Designed, executed and assessed a survey of constituents using SurveyMonkey.

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Trained homeless and low-income individuals in computer tools and capabilities to enable them to obtain job skills leading to stable employment and housing.

Collaborated with school stakeholders to document Strategic Plan and execute on-going assessment.

JPMorgan Chase & Co New York, NY

Vice President 1999-2002

Project Lead for Equity Derivatives and Cash Equity Application Development team who exercised full system development life cycle on diverse projects, from requirements definition to user acceptance testing.

Primary client contact for new electronic order flow institutions; developed client legal agreement and training materials, on-boarded new customers, managed the user help desk and on-going support.

Partnered with the development team to define, code and test to FIX, the industry standard protocol for electronic order flow; implemented the firm’s first electronic client and all sources of liquidity.

Represented Equity trading on cross-product teams to design a multi-product e-trading tool and a rules-based, fully redundant order routing solution to maintain order volume and reduce execution costs.

Defined functional requirements for straight-through processing of Equity derivatives confirmations.

Managed UAT for Equity touch-screen trading system and migration to a central market data system.

Prepared website prototype, negotiated vendor proposal, and rolled-out Equity sales support website.

Developed a Release Dry Run process to improve implementation quality.

Fidelity Investments Retail Group Boston, MA

Senior Systems Manager 1996-1999

As Manager of the Business Engineering and UAT team, functioned as manager and individual contributor on several operational and systemic projects.

Managed the process design team charged with replacing a cross-Retail customer interaction management system deployed to over 5000 users, including workflow documentation and training.

Developed an internal Business Process Redesign methodology and deliverable specifications.

Facilitated technology requirement, strategy, process definition designed process flows and data analysis for a new college savings product.

Managed testing of a data warehouse, JAVA reporting tool, and customer statement messages.

Managed the user help desk for a client contact tracking system.

Additional Relevant Experience

Deloitte (formerly Deloitte & Touche Consulting Group) Boston, MA

Senior Consultant

Bank of America (formerly Bank of Boston) Boston, MA

Senior Systems Analyst/Programmer

Blue Cross/Blue Shield of Massachusetts Boston, MA

Operations Analyst

Education

Lehigh University Bethlehem, PA

Bachelor of Science, Industrial Engineering

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Skills

Scrum Alliance Certified Scrum Product Owner, 2020-22

4FRONT: Deloitte & Touche systems development and package selection methodology

Facilitative Leadership: Fidelity’s adaptation of Interactive Associates facilitation course

Agile Bootcamp: Morgan Stanley’s customized Agile training

Project Management Tools & Techniques for IS Projects and Managing Successful Negotiations: Boston University’s alliance with Fidelity Investments for PMI certification

6SIGMA: JPMorgan End-to-End Process Improvement Process training

Conduent Way of Selling (CWS) certification

Process automation through Salesforce, Pegashares, MS Dynamic and IBM’s BPM and ODM rules engine integration

Hadoop system solution for AI-derived client insight application

3-tiered Java and SQL server system solution development

Manage multiple Agile coaches, scrum masters and squads

JIRA, ALM and VSTS for defect, user story and task tracking

Microsoft Powerpoint, Excel, Word, Project and Visio utilized regularly for project documentation and status reporting

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