Senior Technical Project Manger

Matthew George, PMP

Sarasota, FL 781-***-**** ***************@*****.*** LinkedIn Profile

PROFESSIONAL SUMMARY

Senior Project Manager and Technical Delivery Lead with 20+ years of experience delivering enterprise technology initiatives across fintech, capital markets, and SaaS environments. PMP-certified with deep expertise in Agile and hybrid delivery (PMI-ACP, CSM, CSPO, SAFe), leading complex cross-functional programs that align business objectives with structured execution. Known for bringing structure to ambiguity and driving predictable outcomes in regulated environments. Actively incorporates AI-assisted delivery practices to accelerate backlog refinement, support technical analysis, and enhance decision-making. Experienced mentoring delivery professionals, contributing to hiring decisions, and coaching cross-functional team members across implementation and integration functions. CORE COMPETENCIES

Client-Facing Program Leadership Risk, Issue & Change Management AI-Enabled Delivery SaaS & Cloud Infrastructure Delivery Agile & Hybrid Delivery (Scrum / SDLC) Data Integration & Platform Enablement EDUCATION

Bachelor of Science (BS), Management Studies — Northeastern University, Boston, MA Associate of Science (AS), Financial Services Studies — New England College of Business, Boston, MA CERTIFICATIONS

Project Management Professional® (PMP) — PMI

PMI Agile Certified Practitioner® (PMI-ACP) — PMI

Certified ScrumMaster® (CSM) — Scrum Alliance

Certified Scrum Product Owner® (CSPO) — Scrum Alliance Certified SAFe® 6 Agilist (SA) — Scaled Agile

AIGPE™ Certified Six Sigma Yellow Belt — AIGPE

AI & Emerging Technology Micro-certifications: Generative AI, Prompt Engineering, AI in Agile Delivery, Agentic AI Systems, Azure Essentials, Security Essentials and Copilot Productivity Tools via PMI, Microsoft, and LinkedIn TECHNICAL SUMMARY

Delivery & Agile Tools: Azure DevOps (ADO), Jira, Confluence, Smartsheet, Monday.com, ServiceNow Cloud & Platforms: Azure & AWS (platform exposure), SaaS delivery, IAM & security collaboration AI-Enabled Tools: ChatGPT, Microsoft 365 Copilot, Gemini, Claude, Zoom AI Data, APIs & Integration: REST APIs, JSON, XML, Postman, Swagger (OpenAPI), Oracle SQL, NiFi Monitoring & Observability: Datadog, Splunk, Kibana CRM & Wealth Platforms: Salesforce, Wealth Management CRM Collaboration Tools: Microsoft 365 (Excel, Teams, SharePoint), Google Workspace, Zoom PROFESSIONAL EXPERIENCE

RAYMOND JAMES FINANCIAL St. Petersburg, FL (Hybrid) 09/2025 – 03/2026 Lead Business Analyst (Delivery Lead) – Wealth Management Technology

• Led end-to-end delivery of SaaS and platform initiatives for advisor-facing wealth management applications, operating across Scrum Master, Product Owner, and Project Manager capacities to maintain alignment, momentum, and accountability.

• Directed a globally distributed 9-person cross-functional delivery team (BA, engineering, QA), owning sprint capacity planning, Azure DevOps backlog governance, and end-to-end execution for advisor-facing Proposal Generation and Risk Scoring platforms, driving predictable release outcomes.

• Structured and governed Azure DevOps backlog hierarchy (PBI–Feature–Epic alignment), implementing AI-assisted backlog rationalization that eliminated 20% duplicate bug PBIs and strengthened release predictability and roadmap alignment across iterative deployments.

• Leveraged Copilot AI across the full delivery lifecycle, translating business requirements into structured PBIs, analyzing technical logs (Datadog/Splunk), drafting Oracle SQL queries, and reviewing API payloads (Apigee/Swagger) to accelerate refinement and triage root causes prior to engineering escalation.

• Maintained structured delivery governance through Confluence roadmaps, Smartsheet schedules (RAID logs, milestones), and ServiceNow PPM (charters, tollgates, budgets), providing PMO and executive leadership with transparent progress tracking, risk visibility, and tradeoff analysis.

• Contributed to Business Analyst hiring interviews resulting in the onboarding of three new team members; trained analysts on Azure DevOps dashboards and backlog management practices. LONDON STOCK EXCHANGE GROUP (formerly ACADIA) Norwell, MA (Remote) 01/2019 – 04/2025 Project Manager – Post Trade Solutions (Client Integration & Collateral Regulatory Platforms)

• Led cross-functional Agile teams delivering cloud-based SaaS migration and client onboarding programs, facilitating daily Scrum ceremonies, sprint planning, and backlog prioritization to ensure timely delivery of regulatory and operational initiatives.

• Led a 15+ month cloud infrastructure migration program, transitioning 130+ global banking clients and 400+ account connections from legacy SFTP servers to a secure cloud-based MFT platform, successfully decommissioning legacy infrastructure and mitigating significant operational and cybersecurity risk.

Structured each client migration as an independent Jira epic, managing 130+ parallel workstreams varying in complexity, integration depth, and risk exposure; sequenced migrations in phased waves based on client readiness, technical constraints, and operational risk tiers.

When program resources were reduced, stepped in to personally own client coordination across 70% of migrations, partnering with client technical teams, DevOps, and NiFi developers to resolve firewall, credential, and connectivity issues and execute successful cutovers.

• Directed the 18-month IMTM (Initial Margin Threshold Monitoring) client onboarding program to meet UMR regulatory requirements, coordinating 16 global bank sponsors and enabling downstream adoption across 900+ counterparties including asset managers, insurers, and regional banks.

Conducted live training sessions on IMTM UI workflows, reporting, and exception handling across 16 client banks; created reusable SOPs and onboarding templates adopted by the Acadia team to scale delivery for smaller counterparties.

• Led concurrent API endpoint migrations for 12 institutional clients and URL/domain transitions for 25 clients, retiring throttled services and decommissioning legacy infrastructure; coordinated OTC cleared service implementation for a hedge fund client, converting manual margin workflows into scalable STP automation.

• Delivered a 6+ month digitization proof of concept for a new collateral agreement management service, evaluating two competing Digitization Service Providers on API integration quality, output accuracy, and cost structure to support vendor selection and GTM recommendations.

• Configured client onboarding workflows using Relay (Xceptor), a low-code ETL platform, to extract and transform client data into REST API messaging for straight-through integration with Margin Manager, reducing onboarding cycle time and improving margin call processing efficiency.

MANULIFE ASSET MANAGEMENT Boston, MA (Hybrid) 05/2015 – 01/2019 Business Systems Analyst – Global Solutions Delivery (Portfolio, Trading & Compliance Systems)

• Acted as Project Lead and SME for the Bloomberg AIM Order Management System (OMS) workstream within the Global Optimization program, driving cross-team execution across portfolio, trading and compliance platforms.

• Led end-to-end OMS and execution platform integrations, serving as the primary business owner across Equity, Fixed Income, FX, and Derivatives trading, coordinating vendors and internal stakeholders while managing downstream system impact analysis, ServiceNow change management, and full QA/UAT execution on behalf of the trading desks.

• Standardized data workflows and integrated hundreds of upstream and downstream feeds into a consolidated data lake, validating data accuracy and system mappings to improve reporting efficiency.

• Managed and executed MiFID II equity commission compliance, interpreting regulatory requirements and reconfiguring hundreds of broker commission rules across Bloomberg AIM (CUTS) and Cogent, delivering on-time regulatory adherence without impacting trading operations.

STATE STREET CORPORATION Quincy, MA (Hybrid) 03/2014 – 05/2015 Business Analyst – Wealth Management PMO (Business Operations & Risk)

• Contributed to a 12-week Lean transformation initiative, gathering KPI & SLA data, mapping processes, and identifying operational waste across the WMS organization.

• Streamlined PMO reporting by developing a VBA macro to automate Salesforce CRM performance metrics, improving reporting efficiency for senior management and the sales team. STATE STREET GLOBAL ADVISORS (SSGA) Boston, MA 11/2006 – 03/2014 Senior Associate – Investment & Trading Operations (Transformation, Regulatory & Platform Initiatives)

• Supported institutional trading operations across equities, fixed income, FX, ETFs, and derivatives, driving improvements in trade lifecycle workflows, settlement efficiency, data quality, and operational reporting from trade confirmation through settlement with global custodians.

• Traveled to Paris to support Basel II compliance implementation, working on-site with State Street France and SSgA France teams to segregate accounting system activities in accordance with regulatory mandate.

• Served as application SME for DTCC platforms (ALERT, CTM) and SWIFT messaging, including serving on vendor's advisory committee to consult on product enhancements; partnered with external vendors to improve STP and drive settlement efficiency.

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