Project Manager Senior

PROFESSIONAL SUMMARY

A results-driven and accomplished Senior Project Manager with strong experience in leading cross functional enterprise-level implementations, data migrations, and managing complex teams, high-profile projects in various industries, including finance, payroll, healthcare, and technology.

Experienced with large-scale software implementation, diverse project experience, and leading sets of diverse teams and people who require different levels of management.

Adept at leveraging Waterfall and Agile methodologies, alongside a deep understanding of Non Health related insurance products, Finance/ budgeting, HRIS, Payroll, Time and Attendance systems, Senior stakeholder relationship management and software integrations.

Demonstrated proficiency in building JIRA and Confluence for project data tracking as well as recording of documentation.

Managed project timelines through the utilization of JIRA, CloudCoach and MS Project.

Highly skilled in the creation of Risk and issues logs, forecasting, project budgeting and high-level status reports delivered to C-Suite monthly.

PROFESSIONAL EXPERIENCE

Citi Bank .

December 2024 – Present

Product and Project Management- Program Execution Global Transformation -VP

Department -Markets Operations

Responsibilities:

-Oversaw end-to-end delivery of the securities settlement application migration, retiring the legacy GCS platform and implementing the modernized ATM application—resulting in enhanced functionality and reduced operational risk.

-Managed the Securities Settlement workstream while serving as Product Manager for the Trade Platform Retirement, ensuring timely delivery of milestones and reporting across project managers.

-Led a cross-functional team of 5–10 professionals throughout the application decommissioning and migration process.

-Designed and implemented a modern UAT tracking framework using JIRA, gaining full approval from both Stakeholders and Operations Management. This approach transformed UAT management, reporting, and visibility across Operations up to the C-suite.

-Initiated and cultivated the first-ever partnership between Operations and Technology, ensuring comprehensive tracking of test trades during UAT—drastically reducing production bugs and incident tickets.

-Delivered a future-enhancement sprint planning workflow with the Agile approach, resulting in improved delivery cadence, streamlined organization, and a 75%+ improvement in audit scores.

-Collaborated with the US Treasuries Program Team to manage application delivery, ensuring cross-team dependencies were clearly documented, tracked, and communicated.

-Maintained a comprehensive RAID log and status reporting, documenting delays and providing clear mitigation paths to restore project health.

-Directed the creation and coordination of multiple Business Requirement Documents (BRDs), ensuring accuracy, completeness, and cross-functional sign-off.

-Hosted and presented monthly Governance updates to senior leadership, delivering executive-level project overviews and strategic insights

HSBC

February 2023 to January 2025

Data Migration Senior Project Manager -Supply Chain Product Manager

Department: Global Transformation Strategic Execution

Responsibilities:

-Partnered with key cross functional stakeholders across the HSBC Transformation Team, both in the U.S. and internationally, to align and execute strategies for the global commercialization of multiple financial products.

-Oversaw supply chain software data migration projects, implementing JIRA to manage account testing during UAT (User Acceptance Testing) and PVT (Production Verification Testing) phases.

-Promoted high-quality project outcomes through proactive risk assessment, stakeholder communication, and milestone tracking to ensure alignment with project objectives.

-Collaborated cross-functionally with Global Legal, Compliance, and Marketing teams to ensure all documentation adhered to corporate policies and regulatory requirements.

-Managed data mapping, testing, and software integration activities, ensuring accuracy and consistency throughout the migration lifecycle.

-Defined migration strategies, conducted risk assessments, and developed detailed project plans for over 30 high-revenue projects.

-Directed data extraction and quality control efforts, delegating data review tasks to ensure completeness and compliance across all projects.

-Facilitated effective team communication through MS Teams, Zoom, and email, maintaining alignment across globally distributed teams.

-Successfully migrated 28 out of 30 projects on time, within scope, and under budget; the remaining two projects experienced client-facing delays that were recorded and managed via the risk register.

Paychex .

October 2027 to February 2023

Senior Enterprise Implementation Project Manager

Department: Payroll and Benefits

Responsibilities:

-Provided primary oversight for enterprise-level clients across HRIS, Payroll, Time & Attendance, Onboarding, and Non-Health Benefits implementations, ensuring seamless delivery and client satisfaction.

-Successfully led end-to-end project lifecycles using both Waterfall and Agile methodologies, delivering on-time, in-scope launches for large enterprise clients.

-Utilized JIRA, Excel (including VLOOKUPs), and SQL to manage project workflows, analyze data, and support informed decision-making.

-Managed project timelines using CloudCoach and MS Project, ensuring alignment with business goals and client expectations.

-Built and led a cross-functional team of 5–10 Subject Matter Experts (SMEs) for UAT preprocessing and system testing.

-Monitored team progress to ensure all project tasks were completed on time, within scope and budget.

-Developed and tracked key project deliverables, ensuring successful transitions to live operations and client satisfaction post-launch.

-Collaborated closely with internal and external stakeholders including HRIS onboarding reps, Time & Attendance implementation teams, Payroll teams, and client-side project sponsors.

-Facilitated and delivered project updates at program meetings, scheduled and led multi-level project kickoff calls, and ensured consistent communication across stakeholders.

-Directed team training and testing activities, recording training materials in Confluence and tracking IT testing tasks in JIRA.

-Implemented and managed Flex application testing using JIRA for workflow tracking and visibility.

-Conducted risk assessments and workload analyses using Excel, and presented project risks and mitigation plans to teams and stakeholders using PowerPoint.

-Led critical project checkpoints including Governance meetings, Project Close, and End-of-Project Reviews, ensuring continuous improvement and knowledge transfer.

Hunter Business School

September 2015 to May 2016

Professor – Electronic Medical Record and Medical Terminology

Responsibilities:

- Developed and delivered lesson plans on medical terminology and Electronic Medical Records (EMRs) using structured project management methodologies to ensure organized and outcome-driven instruction.

-Instructed students on navigating EMR systems and performing medical billing procedures using CPT (Current Procedural Terminology) and ICD (International Classification of Diseases) coding standards.

-Provided comprehensive training on major health insurance providers, including methods for insurance verification, patient eligibility, and claims submission processes.

GEICO

October 2013 to July 2015

PIP Adjuster

Responsibilities:

-Conducted thorough investigations into medical necessity and causality, ensuring accurate documentation and regulatory compliance across all case files.

-Managed the full lifecycle of claims, from initial report and information gathering through to case closure, maintaining detailed and organized case documentation.

-Maintained and successfully managed a caseload of over 250 cases, ensuring timely follow-up and resolution in accordance with organizational and industry standards.

-Reviewed insurance contracts, coordinated with stakeholders, obtained necessary medical documentation, and ensured clients were consistently informed of case progress and outcomes.

Community Health Center of Niagara

June 2011 to September 2013

Care Coordinator / Grant Project Manager

Responsibilities:

-Lead on the G2G Grant; reporting on needed data and resources show.

-Helped clients navigate through making appointments online and working with the patient - Worked with ICD9 and ICD10 codes as well as CPT codes.

-Coordinated the social and medical needs of 30 patients and their families.

-Advocated on behalf of patients and families for linkages to health care services.

-Provided health education on depression, diabetes as well as other health-related concerns.

EDUCATION AND PROFESSIONAL DEVELOPMENT

Daemen College

Bachelor of Science in Healthcare Business Administration

SKILLS

Project management

Supply Chain Coordination

Process Optimization

Data migration

Agile Methodologies

Risk management

Strategic management

Critical thinking

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