Senior Project Manager & Business Systems Analyst

Robert I. Smith-Johannsen

Portland, OR ***** 503-***-**** ***.*********@*******.*** linkedin.com/in/bob-johannsen

Summary

Project Management Business Analysis Transition Management Process Improvement Solution Architecture

As a technical project manager, I have over 15 years of comprehensive experience in systems integration, cloud migrations, process improvements, process redesign, and optimization strategies. Completed 2 end-to-end SAP ERP implementations and an enterprise system migration of the NASDAQ Calypso derivatives system to the AWS cloud. Managed large, cross-functional programs spanning technical and non-technical members. Strong understanding of AI capabilities, such as in Agentic Workflows, and where to apply them for breakthrough results.

Business Experience

U.S. Bank Jun 2016 - Present

Portfolio Manager

oSenior Portfolio Manager operating at the intersection of treasury financing, capital markets infrastructure, and regulatory technology, leading enterprise-scale initiatives across Corporate Banking and Global Capital Markets. Recognized for delivering complex system implementations, regulatory remediation programs, and data-driven governance frameworks that enhance transparency, control, and operational scalability.

oEnterprise Program Leadership (Capital Markets & Treasury):

Lead multi-million-dollar initiatives across loan platforms, derivatives systems, and treasury infrastructure, partnering with Front Office, Risk, Finance, and Technology to deliver end-to-end solutions aligned with business growth and regulatory mandates.

oData-Driven Governance & Financial Oversight:

Designed and implemented real-time portfolio reporting frameworks (Power BI, Smartsheet) to monitor delivery health, financial performance, and risk exposure across programs—enabling executive-level decision making and proactive issue resolution.

oRegulatory & Control Framework Execution:

Drive adherence to SOX, QFC, FATCA, and enterprise risk governance standards, translating regulatory requirements into system capabilities, control frameworks, and audit-ready documentation across capital markets platforms.

oCapital Markets & Loan Systems SME:

Provide deep subject matter expertise across LoanIQ (syndicated lending), Calypso (derivatives), and treasury funding systems (Sponsored Repos), ensuring successful implementation, upgrades, and integrations aligned with trading, financing, and regulatory workflows.

oCross-Functional Integration & Stakeholder Alignment:

Orchestrate delivery across highly matrixed environments, aligning Product, Operations, Compliance, and Engineering teams while managing dependencies, risks, and enterprise-wide impacts across multiple concurrent initiatives.

oOperational Efficiency & Cost Optimization:

Delivered solutions that improved processing efficiency, reduced manual intervention, and optimized operating costs—while enabling scalability across high-volume capital markets and treasury transactions.

Treasury Financing

oDelivered Sponsored Repurchase Agreement capability with the Fixed Income Clearing Corporation (FICC), Bank of New York, and vendor FIS. Created business process maps showing the trade life cycle from customer initiation to settlement with all key milestones for each organization. Organized stakeholder communications to coordinate activities across multiple impacted functions and organizations. Over $1 billion in transactions the first year.

oImplemented system to meet regulatory requirements for Qualified Financial Contracts under US Treasury and FDIC rules by identifying counterparties, positions, and contracts). Ensured governance, risk, and compliance standards were enforced ($7 million budget).

oManaged the upgrade of the LoanIQ syndicated loan system to automate regulatory requirements for FATCA, the Foreign Account Tax Compliance Act ($3 million budget).

oDirected integration of all Treasury systems for the $8B Union Bank of California M&A. Provided financial control on all integrations, and prepared monthly and annual forecasts for Finance.

Derivatives Management

oManaged the migration of the Calypso system to the AWS cloud. Collaborated with the Derivatives Product Group, Foreign Exchange, Mortgage, and Fixed Income Funding to ensure the functionality and performance of Calypso on AWS was preserved while reducing operating costs and improving agility to grow the business. Ensured compliance of the Enterprise Solution Architecture with over 200 technical and SOX controls. Created real-time dashboards in Smartsheet and Power BI to provide current project status on tasks/issues.

oInstalled the Calypso module to manage self-clearing derivatives trades with the London Clearing House, saving one million each year and preparing the way to perform client clearing as a new revenue source.

OIA Global Mar 2015 - May 2016

Lead Business Systems Analyst

oManaged team of 6 business systems analysts.

oCreated new IT PMO by defining and deploying a standard project management methodology, integrating knowledge management systems to streamline program documentation and governance.

oProduct Owner for customer EDI integrations, writing user stories and acceptance criteria, prioritizing backlog, and ensuring successful execution. Implemented supply chain strategies for Nike, Hugo Boss, and other global customers. Using the Nintex Workflow system, completed process improvements in HR, Finance, and Sales & Marketing to eliminate an 8-month backlog of user requests.

Oregon Tool Apr 2014 - Mar 2015

Senior IT Project Manager

oProject Manager to deploy SAP for manufacturing and distribution operations.

oConducted blueprint sessions and configured SAP to meet business requirements for a newly acquired tractor parts manufacturer and distributor. The goal was to move this operation onto the corporate SAP footprint and therefore enable the strategy of running an integrated manufacturing business.

oAnalyzed the operational processes (such as cross-docking in the warehouses), financial treatments (such as the cost accounting approach), and sales processes (freight costs as a discount tied to payment performance) to arrive at a common approach with minimal customizations to SAP.

oApplied the ADKAR change management principles and extended Prosci’s framework to include new stakeholder analysis tools. Conducted Town Hall meetings in corporate and regional offices to communicate plan and to receive direct feedback from users and stakeholders.

o$3 million budget with 50 team members in 7 States

Resources Global at the Bonneville Power Administration Dec 2012 - Apr 2014

Senior Consultant

oProgram Manager for deployment of enterprise systems at the Bonneville Power Administration

oCompleted busines requirements analysis and system design for an ERP system refresh (Asset Suite and Oracle)

oCreated the new Cyber Security Operations and Analysis Center and selected security information and event management (SIEM) software and an operational approach to running a 7x24 operations center to monitor potential intrusions on the Agency’s several NOCs.

oWrote 5-year business services strategic plan for the agency based on a series of enterprise workshops:

oSWOT analysis to identify the Strengths, Weaknesses, Opportunities, and Threats of the top challenges

oBusiness Capabilities analysis to identify process opportunities and focus on the top challenges and business drivers

oReadiness analysis to elucidate the organizational and transition hurdles that would need to be overcome for a successful implementation of the near-term process opportunities and the long-term business strategy.

Microsoft Corporation Jan 1996 - Dec 2012

Senior Project Manager

oImplemented the communications strategy for Azure to build broad customer awareness of the capabilities of Microsoft’s datacenters and cloud computing.

oOverall PM for implementing SAP for Microsoft Worldwide Operations including system selection, user requirements, system configuration, integration strategy, risk assessment, change management, user training, and regional rollouts ($50 million project).

oManaged the construction of Microsoft Puerto Rico’s new DVD manufacturing plant. This was a $10 million project involving facility buildout, machine installation, environmental compliance, worker training, and production startup.

oSupported global strategic customers in retail, manufacturing and distribution, financial services, energy, and government on their deployments of Microsoft server technology. Working with Microsoft Consulting Services, analyzed how the technology was intended to improve the business process flows and how best to resolve implementation issues. Clients included METRO AG in Germany, Bovespa Stock Exchange in Brazil, CLP Power in Hong Kong, the Malaysian Ministry of Health, and many others.

PSU School of Business Jun 1992 - Dec 1995

Adjunct Faculty

•Developed a new course on business process engineering. Taught process improvement strategies and project management methods to second-year MBA students (MGMT 507).

•The course drew from my direct work with the pre-eminent authorities on reengineering (Michael Hammer and James Champy).

•Using this methodology, drove a process redesign project for OnPoint Credit Union to increase the speed and quality of their mortgage lending operation.

Core Proficiencies

•Focus Areas: Team Leadership, Systems Thinking, Technical Project Management, Business Systems Analysis, Transition Management, Strategic Planning, Financial Analysis, Solution Architect, Lean Six Sigma, Cloud Migrations (AWS and Azure), Enterprise ERP implementations

•PM Tools: Microsoft Project, Smartsheet, Jira, Confluence, Clarity, Airtable, Miro for Collaboration, Jama for requirements, Prosci ADKAR for Transition Management

•Analytics Tools: Excel, Data Visualization (Power BI, Tableau, Databricks, Snowflake), Flowcharting (Visio, Lucidchart), Automation (Power Automate, Nintex, ServiceNow)

•Dev Tools: Python, Visual Studio Code, Azure DevOps, RESTful APIs, .NET, JavaScript, SQL Server, Oracle, DynamoDB

•AI Tools: ChatGPT, Claude, GitHub Copilot, Python with OpenAI, n8n, Zapier, MAKE

•Certifications: Microsoft Certified Systems Engineer, Microsoft Azure AZ-900 (March 2023), AWS Solution Architect (in process), Scrum Fundamentals Certified, Scrum Product Owner Certified (May 2026)

Education

Dartmouth College

MS Engineering – Computer Science

Thesis – wrote machine level software to reconstruct CT scan images

Massachusetts Institute of Technology

BS Physics, BS Mathematics (summa cum laude)

Thesis – extended mathematical theory of colloidal particle interactions

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