Project Manager Management
Resume:
Steven Nelson, PMP, CSM.
******@***.***
www.linkedin.com/in/steven-nelson-bb532113
Summary:
Project Manager with extensive experience in Agile and Waterfall methodologies within the PMO, SDLC, and analytics, specializing in Business Process and Operations Analysis and Financial Services. Having work in back office operations and middle office operations in Wealth Management process areas. Pinpoint client-specific concerns or complaints and categorize them by severity and impact on trust or business operations.
Proven track record in implementing SDLC projects, emphasizing impact analysis of Project Management Methodology, including planning tasks and allocating resources, risk management, issues management, time management, and financial management, Design targeted resolutions tailored to the client's needs, ensuring alignment with organizational policies and compliance standards. Document the remediation process thoroughly and identify lessons learned to prevent recurrence of similar issues.
Developed project plans in MS Project and engaged stakeholders through meetings.
Built and maintained relationships with Business Units and Product Development Teams.
Create, maintain, and share all project related documents like charter, plan, risk register, issue list, presentations etc. Establish and maintain the project information in PPM tool
Meet budgetary objectives and adjust project constraints based on financial analysis Develop comprehensive project plans to be shared with clients as well as other staff members
Use and continually develop leadership skills, Establish cadence and project status communications with stakeholders
Capital markets consist of primary markets, where new securities are issued, and secondary markets, where existing securities are traded among investors new issue are broadcasted to partners and custodial banks for interest in delivery.
Successfully deliver assigned projects to targets (on time, on budget, and in scope)
Lead cross-functional team meetings and ensure capture of discussion points and action items
Client Remediation, I Conduct thorough risk evaluations throughout the remediation process by including key stake holder and team members; By identifying vulnerabilities early, both technical and process-related to prevent potential issues from escalating. Strategy minimizes surprises and aligns remediation efforts and regulatory needs
Establish structured channels for client feedback at each stage of remediation process. Resulting in a process that is both responsive and customer-centric. Detail every step of the remediation journey from planning and risk assessment to final execution so that clients understand the rationale, timeline, and measures being taken. Clear documentation and communication ensure that clients remain confident throughout the process for customer centric feedback. Capital market performance is highly influenced by interest rate policies. Lower interest rates typically encourage borrowing and investment, boosting market activity.
Adopt strict, role-based access control (RBAC) mechanisms to ensure that users can only access the information necessary for their roles. This minimizes potential breaches from internal sources by reducing the number of privileged accounts that could be exploited
Schedule routine internal and external audits to assess the effectiveness of your security measures. Continuous monitoring systems can detect anomalies in real time, allowing you to quickly address vulnerabilities before they lead to significant security events
My role involved facilitating all aspects of Agile Scrum delivery, from backlog refinement and sprint planning to daily scrums, retrospectives, and demos. I applied Scrum Agile delivery methodologies, standards, and tools, ensuring that our team meetings were effective and outcomes were clearly defined, understood, and achieved. I worked closely with Product Owners to prioritize and right-size stories in the product backlog, aligning team efforts with our capacity and historical velocity trends.
Successfully managed multiple complex projects, consistently delivering on time, within scope, and within budget, while coordinating efforts across multiple departments.
Self-motivator - with the ability to work on own initiative and manage/prioritize multiple projects simultaneously, under strict timeframes.
Communication with client stakeholders to track milestones, deliverables, and dependencies.
Facilitate requirements gathering and design sessions with business and technology stakeholders.
Facilitate quality assurance and end-to-end testing.
Close collaboration with business analysis and development teams.
Assist with production implementation & coordinate user validation & transition to production support/BAU.
Manage projects between technology and business teams, Proficient experience with Project Management tools including but not limited to: Atlassian Jira, as well as MS Office Suite Project, Teams, Excel, PowerPoint, Power BI and.
Experience:
Project Manager for State of New Jersey February 2024 - Present
•Reviewed Legal Documentation in the transference of titles and appearing in court as a witness for the State of New Jersey
•Led decomposition of business requirement base on regulatory reporting requirements
•Responsible for the production reports and follow-up on cases in pending mode due to inaccurate or missing documentation.
•Maintain clear and frequent updates to keep the client informed throughout the remediation process.
•Document audit results with actionable insights for resolution.
•Prioritize findings based on urgency and impact on overall operations.
•Create timelines for addressing and closing audit points effectively
•Trusted agent under oath when depositions either verbal or written, is enter into the court on behalf of team member in question of a signing in question.
Citibank, New York, N.Y.
Project Manager VP Wealth Management October 2021 – January 2024
Stakeholder Interaction: Daily communication with stakeholders, project managers, managing directors, leads, and the business. Weekly reviews with the Compliance Team on issues and policy planning. SharePoint Administrator, MS Project regularly reviewed and refined plans based on team feedback and project dynamics. Assign accountability to team members for specific tasks within the plan.
Agile Scrum Framework Implementation: Successfully implemented Agile Scrum frameworks across various projects, ensuring seamless integration and adherence to Agile Scrum principles.
RAID logs provide a shared reference for decision-making, keeping teams informed and engaged.
Agile Scrum Metrics: Utilized Agile Scrum metrics such as velocity, burndown charts, and cumulative flow diagrams to track team performance and progress, enabling data-driven decision-making.
Project Management: Implemented project management practices, tracked issues to resolution, and managed time effectively. Supported leadership in scoping and launching operating models, process improvements, and transformations using agile principles. Utilized development, data analysis, analytics, and process mapping tools. Conducted research and competitive analysis Create timelines for addressing and closing audit points effectively with settlements in Wealth Management environment.
SharePoint Management: Led the development and management of SharePoint document libraries and content management systems, improving data organization and reporting for senior management.
Credit Card Production: Successfully produced 250,000 credit cards in the last project. Ensure transparency by adhering to comprehensive privacy policies that comply with legal regulations and clearly communicate how client information is used. Ensure transparency by adhering to comprehensive privacy policies that comply with legal regulations and clearly communicate how client information is used.
Dispute resolution fraud protection, dispute resolution, settlements.
Credit card simulation and masking code, balance inquiry, white plastic coding.
IT Project Management: Experienced in Agile, Waterfall, and hybrid methodologies and IT solution delivery processes (DevOps, configuration management). Strong project management skills including customer relationship, sponsor expectation, risk, change, and vendor management. Understands data governance, management, and quality. Conduct periodic audits and assessments to identify vulnerabilities and strengthen protection mechanisms.
Agile and Waterfall Methodologies developed and maintained project plans, Agile JIRA boards, and communication tools. Led agile teams through Scrum ceremonies, maintained JIRA boards, and provided reporting metrics and status. Facilitates communication and alignment between stakeholders, including financial institutions, regulators, investors, and internal teams, to ensure smooth project execution in Capital Market environment. Raid Logs helps identify potential risks early, allowing proactive mitigation strategies to avoid project disruptions
Governance and Compliance: Coordinated project governance documents/artifacts to meet corporate guidelines. Ensured business requirements were met from development through implementation. Partnered with technology and PMO organizations for best practices and planning.
Communication and Leadership: Promoted a positive and inclusive work environment. Superior interpersonal, conflict resolution and negotiating skills. Handled complex communication for internal/external audiences and diffused emotionally charged situations.
Agile Scrum Ceremonies: Expertly facilitated Agile Scrum ceremonies, including sprint planning, daily stand-ups, sprint reviews, and retrospectives, fostering team collaboration and continuous improvement.
Cross-Functional Collaboration: Worked cross-functionally to solve problems and implement changes. Analyzed decisions for strategic alignment and worked with senior management to resolve complex problems. Maintained an outstanding record of project management success. Capital Market Ensures that all projects adhere to financial regulations and compliance standards, including risk assessments and audit readiness. External Resources and Stakeholders: Engaged external resources and stakeholders for status updates and defining deliverables. Administered project and portfolio tracking, including budget management, scheduling, and risk analysis. Facilitated forums with stakeholders to discuss progress, issues, and risks. Raid Log Documentation key assumptions made during project planning to ensure alignment and validate decisions as the project evolves.
Resource Allocation and Reporting: Created timelines, allocated resources, and established KPIs. Leveraged data analysis and reporting tools to optimize resource allocation and improve decision-making.
Client Communication acted as a liaison between departments and business areas to ensure accurate communication to clients. Managed daily investigations of product, policy, and procedure queries. Developed project plans, schedules, and charts using velocity. Provided feedback to Project Management leadership on risk issues and business cases. Compile comprehensive records of project activities related to audit points, Ensure documents meet regulatory or organizational standards. Organize documents logically for easy access during audit reviews. Maintain a centralized repository for updates and revisions of documentation. Validate the relevance and accuracy of documentation to specific audit issues
Process Review and Improvement: Regularly reviewed processes, policies, and procedures to identify gaps and recommend updates. Communicated daily with team members on investigated issues to ensure relevant updates.
TD Bank, Mount Laurel N.J. Nov 2019 – Oct 2021
Project Manager
•Assisted a program delivery executive to manage program financials and project financials. This includes working directly with program financial analysis teams, performing financial tracking and analysis, understanding the financials around resource planning, managing, and preparing financial artifacts, and rendering financial expertise and support as directed.
•Managed SharePoint permissions and governance policies, ensuring data integrity and compliance with security protocols for large-scale document libraries and sensitive business information.
•Project Scheduling, Maintain and update Microsoft Project Schedules and ensure schedule management best practices are being utilized, developed strategic road maps for digital engagement with Cross Functional Teams. Weekly Charts and status various departments
•Ensured project change requests (PCR) are completed appropriately, submitted to PCR review/approval process, and logged into the project change log and scrum review for any change management issues and risk to project, ensure required project artifacts are produced, captured, reviewed, an approved as required. Client Remediation, Issue Resolution Identify and address the specific concerns raised by Client
•Developed comprehensive project plans and schedules, including key performance indicators (KPIs), to track progress and measure success across various business initiatives.
•Led SharePoint migrations and upgrades with minimal business disruption, successfully transitioning data to newer, more efficient versions of SharePoint.
•Assisted in Program Delivery this includes working directly with program financial analysis teams, performing financial tracking, and understanding the financials around resource planning, managing, and preparing financial artifacts.
•Monitored and follow-up on Risk, Action, Issues, Decision (RAID) Log items, in Kanban boards
•Created project plan for scrum teams and status reporting to resolve impediments and roadblocks with scheduled.
•Ensured project change requests (PCR) are completed appropriately, submitted to Management for their review, approval process, into the project change log.
•Ensured required project artifacts are produced /captured, reviewed, approved, and posted in SharePoint repositories as required. Communicate SharePoint artifact links to team members.
MTA Small Business Development Program Mar 2019 – Oct 2019
Project Manager
•Responsible for the day-to-day tactical duties for projects analysis, pre and post solutions of projects.
•Responsible for the Administrative/Operational Leadership program guidelines.
•Consulted with External Vendors and Contractors on Contract Service level agreements.
•Provided the coordination between resource Managers and Supervisor’s to ensure approvals were received and processed.
•Responsible for the employment, training, motivation, and management of assigned employees.
•Exercised judgment in selecting methods, techniques, and evaluation criteria for obtaining results for several vendors.
•Worked on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors.
•Integrated SharePoint with MS Office 365, enhancing collaboration and streamlining document management for cross-functional teams.
•Engaged with 2100 external vendors doing business with the MTA and the City of New York
•Conducted meetings with the planning board to gather feedback on complaints and concerns in by-laws, Unions and Non-Union Staff.
•Developed workflow diagrams and business required documents and change management as required by regulators.
•Experience and familiarity with Strategic Planning, PMO, and Delivery functions inclusive of capacity management, demand management, supply/demand analysis, financial management, Portfolio Management, Project Management, Agile, Scrum, Kanban, Waterfall.
Broad ridge Financial Solutions, Jersey City, NJ Jan 2017- Aug 2018
(PMO) Project Consultant
•Responsible for the deliverables associated with all aspects of responding to and managing client inquiries, thus avoiding any negative inquiries by the client or customers.
•Evaluated business needs, product requirements, and user feedback to drive the implementation and collaboration with Products and Services.
•Team building, scope verification, valid requirements, review procurement orders, status reporting to Director.
•Established and oversee the customer's initial adoption, training, and development of best practices to build a strong foundation before and during initial roll outs.
•Ensured requirements are understood, agreed to, and signed off on the appropriate early stages in Project Development.
•Assisted management in the ensuring an adherence to all established policies, procedures, and controls, assist in the development and production of daily/monthly management reporting Identifying and resolving workflow issues, thru power -point
•Knowledge of Customer onboarding workflows and various attributes of Customer Information File (CIF) such as industry code, country codes, state, and local code
•Created power-point slides to inform the team for current changes in the scope of the IRS Changes 2017 1099 DIV. The ability to review and validate 1099 tax forms (DIV, INT, OID, MISC, and B)
Cushman and Wakefield, New York, NY Aug 2015 – Dec 2016
Project Manager
•Implemented project updates from the project team and communicated regularly on project status to the Program Manager’s Baseline.
•Demonstrated planning, migrating training, with involvement in technological improvements processor servers updated from legacy systems.
•Reviewed the business requirement documents, Solution Proposal documents, coordinate test and implementation activities. Provide estimates of QA time (Test Effort Estimation) and resources for testing.
•Communicate with clients concerning technical details and delivery with SOW and BRD.
•Completed and reviewed Scope Statement, Annual Operating Plans (AOPs), Request for Proposals (RFPs), service level agreements (SLAs), Scope of Work (SOW), Agile Scrum, policies and procedures, work instructions,
•Facilitated Daily Scrum meetings, sprint planning, spring review, and spring retrospective.
•Tracked and managed product backlog, burn-down metrics, velocity, and task break-down.
•Created clear and concise epics/stories, from backlog items using MS Project
Only Signatures, West Orange, N.J. July 2014 – Aug 2015
Project Manager
•Reviewed legal documents to be filed with the State of New Jersey for corrected information and ID stakeholders.
•Managed a group of five Consultants for their errors and omission in legal documentation where real property has mortgage attached by a bank or broker in involved.
•Reviewed Legal Documentation in the transference of titles and appearing in court as a witness for the State of New Jersey
State Street Bank, New York, N.Y. Apr 2014 – Jun 2014
(PMO) Project Manager (Contractor)
•Defined strategic and technical approach to data visualization and modeling for reporting customer engagements with company digital platforms.
•Linking models to path test sub-path on critical path each new model track defects
•Developed and maintained program tracking/reporting/auditing mechanisms utilizing MS Project and Gantt reporting to Director of implementation.
•Engaged with internal and external parties to organize the various components needed to initiate, run, and conclude major project deliverables using MS Project to display cost, resources allocation, and baseline reporting. Front office operations in Capital Market sales.
•Coordinated efforts vendor buy-in and business analytics documented in SharePoint.
•Led decomposition of business requirement base on regulatory reporting requirements
•Contributed information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; and Root Cause analyst in Change Management Environment
Education:
•Bachelor’s Degree of Science in Management: Johnson and Wales University
•PMP Certification: Rutgers School of Business 2012
•Agile Scrum Certification: Rutgers School of Business 2012
•Customer Service Bronze Award
•Scrum Master Certification Oct 2026
PM tools:
•MS Project, Access, Office, Excel, Word, PowerPoint and Visio, SharePoint, Agile Scrum, Office 365, Jira, and other software packages.
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