Project Manager Management

Patrick Olson

*** ******* ***, ***** ********, Pennsylvania 19465 ● Residence: 484-***-**** ● Mobile: 484-***-****

Email: gkybm5@r.postjobfree.com

Senior Executive in Information Technology, Financial Services, Investment, and Mortgage Industries.

Accomplished Senior Executive with demonstrated ability to lead, control and create effective technical organizations within diverse industries. Possess solid ten years of extensive management and P&L responsibility with excellent results. Excellent communicator, with emphasis on building strong client relationships and negotiating beneficial agreements. Skilled and experienced collaborator, with valued experience in negotiating with major vendors. Strong engineering expertise and knowledge of systems integrations within the Financial Services and Mortgage industries for large-scale deployment of networks. Superior management skills, capable of leading professionals, maximizing individual productivity and creating cohesive team environments. Global Visionary with excellent leadership ability to assemble teams, manage projects and see technology deployment through to successful completion on time and within budget. Dynamic leader that thrives within evolving, diverse environments where innovation is valued.

Qualification Highlights

Program/Project Management ● Strategic Planning

Change/Transition Management ● Leadership and Team Building

Large Scale Deployment ● Negotiating ● Relationship Building

●Operational Excellence / Process Improvement

Professional Experience

Active Data Exchange June 2009 to Current

Director of Information Technology

Serve as Director of IT for Professional Services and Event Management Software firm in Bethlehem, PA. Manage IT Staff in areas of infrastructure, application development, and quality assurance. Contracted to establish Standards within the Application Development (SDLC, PMO) Quality Assurance (ISO 9000, Automated Testing), and Network Management (SOPs, Network Documentation, and Vendor Consolidation)

• Direct and manage 7 Software Developers (.Net, Java, C+ etc), 2 QA Test Analysts, and 2 Network Engineers.

• Developed a Standard SDLC based on Agile Development Lifecycle (SCRUM) for all application development (Custom and Base Product)

• Instituted standard operating procedures for Network area around of Firewall / Managed Switch monitoring, Hosted Client Bandwidth / Packet usage.

• Managed the implementation of Network Operations Center monitoring / reporting center based on Nagios and some custom applications developed

• Currently overseeing the development of a major product release slated for Q2 2010.

Luminent Capital Inc. April 2007 to June 2009

Senior Vice President / Chief Technology Officer

Served as the Chief Technology Officer for third largest mortgage Investment / Financial Services firm in United States. Managed IT Staff in areas of infrastructure, application development, project management / analysis, telecommunications, wireless technologies, vendor outsourcing, and business intelligence.

 Directed and manage computing and information technology strategic plans, policies, programs, and schedules for business and finance data processing, computer services, network communications, and management information services to accomplish corporate goals and objectives.

 Developed strategic plans and implement the objectives of the information technology needs of the company to ensure the computer capabilities are responsive to the needs of the company's growth and objectives.

 Developed and establish operating policies and approaches for computing and information technology.

 Evaluate overall operations of computing and information technology functions and recommend enhancements.

 Advised senior management on strategic systems conversions and integrations in support of business goals and objectives.

 Prepared enterprise objectives and budgets to facilitate the orderly and efficient capture, storage, processing, and dissemination of information.

 Managed team of 3 Developers (C+, Java, .Net) tasked with building internal Trading Desk System. Facilitated Use Case / Business Requirement gathering and Technical Specifications for Developer tasking in absence of Project Manager. Led effort (in SCRUM Model) holding daily Sprint Reviews / Planning and Backlog Management.

 Interacted with company managers on internal and external operations that are impacted by the capture, storage, processing and dissemination of information.

 Reviewed and approved major contracts for computing and information technology services and equipment.

 Ensure the security of the information systems, communication lines, and equipment.

 Managed Cognos 8 BI (Report Studio, Query Studio, Power play and Framework Manager) and Financial Performance implementation and trained end users.

 Responsible for the development, review, and certification of all back-up and disaster recovery procedures and plans.

 Identified emerging information technologies to be assimilated, integrated, and introduced within the company.

 Assessed new computing technologies to determine potential value for the company.

 Oversaw ongoing improvements and the feasibility of system enhancements.

 Managed MS Dynamics AX 4.0 ERP Package from 4/2007 – 8/2008. Led Migration to AX 2009 in 9-2008. Managed development / maintenance all SSRS and BI functions based on business requirements.

 Established company infrastructure to support and guide individual divisions/departments/sites in computing and information technology efforts.

 Established and implemented short- and long-range departmental goals, objectives, policies, and operating procedures.

 Served on planning and policy-making committees.

 Implemented SOX frameworks and policies for all Business Units and Information Technology.

 Managed the creation of a Whole Loan and Bond Data warehouse to reduce business necessity to query data (Intex and SSI) from remote web server based data warehouses.

 Led Migration from Office Professional 2003 – Office 2007

 Role was under retention contract from October 2008 – June 2009, while company completed Chapter 13 Filing.

Freddie Mac March 2006 to April 2007

Senior Director – Business Projects Office - PMO – Information Technology

Led IT division supporting Capital markets, Human Resources, Mortgage Operations (Frontline and Servicing), Accounting, and Treasury. Held P&L responsibility for $11 million multiple project business with 130 + direct / indirect reports. Tasked to implement new solution platforms for ERP (PeopleSoft), Mortgage Conduit (EAGLE), and Accounting General Ledger (PS Financials Hybrid).

 Reporting directly to CIO, managed three Directors. Two Directors of Application Management, each with 7 Program / Project Managers with direct reports for a total of 74 direct/indirect (FTE and CW) reports, and a total budget of $34 M. Planned budget for 2007: $37 M. Director of Information Systems has 7 Technical Managers with direct reports for a total of 40 direct/indirect (FTE and CW) reports, and a total budget of $21 M. Planned budget for 2007: $41 M.

 Managed all Internet, Intranet, SharePoint initiatives around Customer Business Channels, Web Branding, and Regulatory Oversight.

 Directed operations, budgeting and short and long range planning of the corporations computational and data network capabilities

 Chaired the Corporation’s Information Systems Council.

 Conducted weekly status reporting / meetings with Business Unit / Executive Sponsor and project teams.

 Approver for ALCCB and ECCB boards to support change requests and control processes for all initiative projects.

 Worked with PWC in mid 2nd Qtr to review compliance requests for information to help facilitate 2005 EOY Financial Reporting.

 Completed full system documentation for Non Performing Loans Accounting Sub ledger

 Work closely with FTO to align SFTA initiative level deliverables with others within Finance Program.

 Facilitated Process Mapping / Improvement workshops for NPL (CLAS) redesign effort.

 Coordinated support and initiative level deliverables with delivery support teams through weekly review sessions

 Coordinated with BCI and FTO groups for New Policy or Product changes that impact SFTA systems and processes.

 Project Portfolio ranges from Accounting Sub Ledger redesign to Tactical Accounting System changes. Project Details available upon request

 Accountable for the Performance of assigned Projects, which used a blend of RUP and Agile (XP) based Methodologies.

 Determine the departmental and technology budgets for the division, monitoring the technology budget implementation and assuring strategic objectives were met and funding was utilized efficiently

 As IS Officer, cultivate security-based departmental practices, in addition to creating a defense-in-depth approach for the implementation of information systems.

 Provide management of all network and desktop systems, in addition to directing an internal PMO development program and system compliance audits.

 Implemented COBIT IT Controls methodology, Q4 2006

 Note: Due to RIF (Reduction is Force) and a medical situation involving my son, family decided to relocate back to Pennsylvania, to be closer to specialized treatment services.

GMAC FINANCIAL (GMAC Residential / RESCAP/ Ditech) August 2002 to March 2006

SR Project Manager / Group Leader

Led Business Technology group in large mortgage origination / servicing operation. Supported Mortgage Operations, Finance, and Human Resources in areas of project management, application development, and process engineering.

 Led a team of 70, including 4 Technical Managers with teams of project managers, business analysts, system analysts, and developers.

 Implemented strong process control and process improvement methodology and accountability designed to advance the strategic objectives of GMAC

 Led effort to implement PeopleSoft Enterprise (ALM, CRM, EPM, EP, FM, and HCM) for GMAC Financial and GMAC Insurance.

 Team was identified and requested by General Motors IT to Implement PeopleSoft Supply Chain management and Supplier Relationship Management

 Led development of Commercial Loan Application Software, Lendscape, aimed at serving over 15,000 Loan Officers around the world.

 Design and Implementation of a User Demographics Data Warehouse, designed through Informatica, for the support of End User Services, Customer Management, Service Development and Service Delivery. This data warehouse will dynamically extract the SMS 2.0, User Support dB, Active Directory and LDAP server domain user listings, application deployment data, HR data from PeopleSoft using ACTA into an Oracle based normalized structure available for Business Objects, Crystal Reports and ODBC reporting

based on key stakeholders needs. Created process Maps for Finance General Ledger (Smart Stream) for Corporate Accounting Users in Pennsylvania, California, and Iowa.

 Managed Corporate Accounting monthly Risk Assessment process, communicating updates to Enterprise Risk Management group.

 Managed Enterprise Record Retention Process Project which led to process redesign and outsourcing. Cost savings of $1.6 M per year

 Managed and supported the PeopleSoft/Oracle Financials EPM Application, Hyperion Planning/Essbase System 9 and Corporate Finance Portal from design through implementation. Project Managed and provided overall direction for the functional teams, identify and resolve issues on an on-going basis.

 Performed analysis and design activities to develop specifications for enhancements, upgrades, interfaces, data conversions and system customization for the PeopleSoft Financials and Hyperion Systems

 Designed, developed, implemented and supported a companywide Hyperion Planning Intranet Portal for management communication and team collaboration.

 Managed Sarbanes Oxley (SOX) Control and Validation Process for Finance Division.

 Managed the evaluation and selection of the new Budgeting/Strategic Planning tool (Khalix).

 Led discovery and implementation of General Ledger / books and records solution (PeopleSoft Financials) for complete accounting of all finance and related transaction and generation online balance-sheet, division-wise, cost-center-wise as well as consolidated for group companies. Capabilities also included budget control with multiple options for controls; cash/fund projections and planning; and costing and profitability accounting with respect to financial product, product-group, as well as for overall division. This solution ultimately was chosen to meet the complete organizational needs and the complete PeopleSoft 9.0 ERP solution was implemented.

PM / BA Business Technology and Web Development

 Led financial conversion for company's global relocation subsidiaries, consolidating 4 systems into a single, new web-based system. Converted over 3 years of fee and expense data for multiple Fortune 500 clients and internal financials of GRS. Produced significant cost savings across several areas.

 Implemented international company-wide corporate credit card program bringing efficiencies to processing, payment, and reconciliation of reimbursable expenses; program produced additional revenue stream through portion of merchant exchange fee, for GMAC Bank as the issuer, as well as cost savings.

 Consulted with internal clients to translate business requirements into sophisticated, robust, scalable online business solutions.

 Provided advice to internal clients on strategies and tools for content management, online marketing, Ecommerce, Search Engine optimization, and web strategies.

 Led Business Objects 5.1 Integration and 6.5 Upgrade for Corporate Finance, Treasury Operations, and Capital markets

 Designed and implemented system architectures including hardware, software, and networking.

 Managed, prioritized and delegated tasks, ensured work quality, and efficient workflow.

 Oversaw the building and maintenance of a web hosting environment for client’s applications, the co-location of the applications at a major data center, and the outsourcing relationship to service providers.

The Vanguard Group August 1999 to August 2002

Senior Project Manager / Business Analyst – Vanguard Brokerage Services

 Led project team for development of divisional and organizational reporting packages, forecasting methods, and quality / productivity standards.

 Led 2 Developers, in Proprietary Agile Project methodology (VDLC) on several Software Application aimed at creating a cross divisional Workflow / Queue system for the Brokerage Investment Division. Application built in J2SE1.2 and backed by Oracle 8i RDBMS.

 Managed Maintence Projects for V-BOLT (Proprietary Brokerage trading platform for VBS)

 Led project team for the conversion of the divisional Dashboard from Microsoft Access to an Oracle platform.

 Developed project plans based on needs analysis; formed Project teams with project scope in mind; maintained project timeline to meet goals; managed change of scope and range of project as necessary; created testing procedures to ensure highest quality of product.

 Managed a project team that implemented and created the division’s Image Processing, Records Retention System Development, and Divisional Dashboard rollout.

 Designed the division’s HTML Six Sigma dashboard, which accounted for 80% of the division’s process improvement opportunities by identifying measurements, data sources, and control limits.

 Automated the Enterprise Analytics dashboard using visual basic so that the process would update daily with no human intervention.

 Provided management with a Management Information System to monitor the division and manage accordingly.

 Contributed to corporate SDLC development and documentation.

• Worked with Enterprise Database Services to Develop a Data Warehouse (via Informatica, & Snowflake) designed to house Transactional Data. This data was ultimately used for Trending and Dashboard Reporting for Mid Level and Executive Leadership.

 Attained Six Sigma Green belt and Black Belt in 2000 and 2001 respectively.

Spectcorp June 1997 to August 1999

Business Analyst / Junior Project Manager (Intern)

 Performed the functional and business analysis for the replacement of the operational systems for the three largest contract sites. Responsibilities include: processes definition, definition of the business objects, business requirements, and testing suite.

 Defined and implemented follow-up / handling procedures for requests for development and corrections pertaining to existing systems (20 systems in production, 9 in development)

 Performed business and functional analysis, defined business objects for 3 other operational software: blue prints, budget definition and justifications, gathered end-user and managerial requirements

 Participated in the definition and development of the IT department Intranet

 Collaborated in the identification and definition of the corporate Intranet policies and standards

Education / Certifications

Bachelor of Arts in Education, Valley Forge Christian College

Pursuing MBA and MIS, University of Maryland (Expected Completion Winter 2011 / Spring 2012)

Certifications:

 Six Sigma Green Belt - Vanguard University / VUE

 Six Sigma Black Belt – Vanguard University / VUE

 Project Management Certificate – ESI

Activities / Associations

Technology Enrichment Council Chair Standards Committee 2006 – Present

Washington DC Java User Groups (JUGS) Usability Chair / Member 2006 – Present

Enterprise Technology Convergence Council Member 2005 – Present

The Enterprise Architecture Network Member 2007 – Present

SISA (SharePoint Interoperability Standards) Technical Committee Member 2009 – Present

Skills / Technologies

• Technologies. HTML, CSS, XML, Cold Fusion, PHP, JSP, Java, .Net, JavaScript, PERL, Flash.

• Application Servers. Experience or familiarity with ColdFusion, JBoss, JRun, TomCat, Weblogic.

• Platforms. Windows 95/98, NT 4, Win2000/XP/Vista./7, MAC OS X, Linux (Ubuntu, Fedora, Red Hat), Server 2003, Server 2008

• Database. Experienced administrating or working with MS SQL, MYSQL, MS Access, ODBC., Oracle 8i +, Sybase

• Project Methodologies. Waterfall, Agile, SCRUM. Tools: Rational RequisitePro, MS Project, MS Visio, UML, BABOK.

• Business Intelligence. Business Objects (Through XI R3); Cognos, Informatica, Hyperion, Brio, SSAS/SSRS

• Process Improvement Methodologies: Six Sigma, Lean

• ERP Solutions: PeopleSoft, SAP, MS Dynamics AX (4.0 – 2009)

• CMS: SharePoint, SiteCore, Dot Net Nuke

References

Available upon request

Contact this candidate