Assertive senior project manager

PROFESSIONAL SUMMARY

As an assertive professional with several years of experience in business, technology, and financial operations, I bring to the enterprise proven leadership skills with a collaborative, results-oriented approach. My value proposition is to provide effective leadership in a responsible capacity in business management, financial management, operations management, and/or project management, while contributing positively to the bottom-line of the organization.

EDUCATIONAL BACKGROUND

Higher Education

- MBA - Financial Services Management - Nova Southeastern University, Fort Lauderdale, FL

- Bachelor of Science - General Business - Excelsior College, Albany, NY

- Professional Diploma in International Banking - American Institute of Banking, New York, NY – 1982

Project & Quality Management Certification

- Professional Certificate - Building a Successful PMO - Florida Atlantic University, FL - 2008

- Certified Project Management Professional (PMP) - Project Management Institute, USA - 2004

- Certified Six Sigma Black Belt (SBB) - Process Quality Management - Smarter Solutions, Inc., Austin, TX - 2000

- Certified Lead Quality Assessor - ISO9000-QS9000 (CQA) - Stat-A-Matrix Institute, Edison, NJ - 1995

Technology Skills

- Microsoft Office: Excel, Word, PowerPoint, Access; Others: MS Visio, MS Project, and MS Publisher

- Website design and deployment: CSS, IIS, PHP, HTML, DHTML, ASP, ASP.net, Flash, and FrontPage

- Programming concepts: SQL, ADO, ADODB, ODBC, DAO, OOP, SPs, functions, and methods

- GUI and web development IDE’s: Visual Studio.Net, VB 6.0, VB.Net, PHP, Dreamweaver, and Flash

- Databases: SQL Server 2005, MySql 5.0, and MSAccess 2007; Familiar with Oracle 11i

- Other skills including: Crystal Reports, VBScript, Jscript, MiniTab, Adobe PageMaker, and BO Infoview

- Graphic design skills using: Adobe Photoshop, Illustrator, MM Freehand, Flash, and Fireworks

- Operating Systems: Windows NT, 98, 2000, 2003, XP Professional, Vista, UNIX, and Linux

- Governance: Mercury ITG, ABT Workbench, Remedy, and Quickplace - Asset Management: WASP Technologies

Business Acumen & Project Leadership

- Experienced in domestic and international banking, insurance, and financial services operations

- Experienced in clean and documentary collections, refund recovery and investigative research operations

- Strong financial analysis/business analysis skills, credit analysis, and financial operations expertise

- Experienced with budgeting, forecasting, financial modeling, and analyzing performance trends

- Familiar with the GAAP guidelines, SEC regulations, and competent in full-charge bookkeeping activities

- Small business accounting experience (Journal, A/R, A/P, G/L) including Y/E financial statements preparation

- Strong Six Sigma skills in defects tracking; expertise in process improvement and quality management

- Strong expertise in documentation development, technical writing, and developing CBT materials

- Proven process reengineering expertise in financial, manufacturing and supply-chain industries

- Experienced in PM discipline, the PMBOK, protocols of ITIL, CMMI, and Life cycles: PMLC, PLC, and SDLC

- Experience with PM methodologies: Linear, Agile, Waterfall, Spiral, Iterative, and SCRUM

PROFESSIONAL ENTERPRISE EXPERIENCE

Project Manager/Business Analyst (12/06 – 5/08)

Financial Investment Management - Palm Beach Gardens, FL

My core responsibilities involved managing project resources effectively to deliver enterprise projects within schedule, cost, scope, and quality expectations; delivering critical enterprise projects which included, but not limited to the deployment of the client relationship management (CRM) solution; and the financial management enterprise resource planning (ERP) solution. Additional achievements included:

• Managed the deployment of stand-alone technology solutions such as the corporate asset management system.

• Managed the implementation of the trade operations cash flow system, and the enterprise email solution.

• Gathered business requirements as a liaison between the business units and the technical teams.

• Reviewed all business cases to ensure proper corporate alignment and profitable ROI to the enterprise.

• Presented initial plans to implement the Project Management Office (PMO) into the organization.

IT Production Support Manager (3/05 – 12/06)

Information Delivery (Business Intelligence) Unit - Boca Raton, FL

The Production Support group ensures the Information Delivery (ID) unit meets the data requirements of the enterprise through the various data delivery solutions. This unit responds expeditiously to business intelligence (BI) reporting service level agreements (SLAs) to resolve issues affecting delivery of critical enterprise data, especially for Six Sigma projects.

• Managed the production support unit in ensuring accurate data delivered to specific enterprise divisions.

• Validated performance management dashboards, business intelligence reports, and data delivery solutions.

• Managed the deployment of Business Objects XI Release 2 business intelligence solution with Infoview reporting.

• Analyzed performance trends, forecasts, variances, and cycle-time metrics for improvement recommendations.

• Developed the knowledge base repository of reporting metadata and protocols for ID business intelligence

• Managed the Hyperion-Essbase unit, which provided financial data services and reports to the enterprise.

Sr. Business Analyst/Project Manager (9/01 – 11/03)

Managed Care Insurance - Plantation, FL

The responsibilities of this position were customer-facing and required strong liaison between business units, customers, and IT teams. Gathering and interpreting accurate business requirements were key success factors for successful deployment of the managed care refund recovery and collections solution, and further enhancements to critical processes in boarding new clients to the systems. As Sr. Business Analyst and Six Sigma project manager, achievements included:

• Facilitated several projects to incorporate (on-board) new clients into the process workflow for WC, FMLA, STD, LTD, plans and other provider-related healthcare management services.

• Served as IT liaison between physicians, employers, patients, and nurse in managed care plan relationships.

• Initiated the project to enhancement the managed care Request for Proposal (RFP) process.

• Developed the refund recovery solution to increase cost savings in managing the billing and collections processes.

Sr. IT Practice Manager/Project Consultant (6/00 – 3/01)

Mortgage Financing Technology - West Palm Beach, FL

As a Six Sigma Black Belt consultant, my mandate was to analyze the performance of the company’s vendor management billing system, and other internal business processes, and offer recommendations for measurable process improvement in the tracking and billing processes with targeted cost savings of over $200,000.00. Notable achievements included:

• Recommended improvements for the collection system with savings of over $200K after implementation.

• Initiated the integration of the collection process of the tracking and billing system to the call center.

• Facilitated the initiation phase for the implementation of the Siebel CRM system to the enterprise.

• Managed the development and deployment of a prototype for an online banking touch-screen kiosk system.

• Developed the process documentation for the supplier community online portal for a national bank.

Associate Director of Financial Operations (6/96 – 6/99)

Financial Services - Insurance & Investments (M&A) - Springfield, MA

This division focused on establishing overseas branches through merger and acquisition initiatives. As operations director, my major deliverables included the effective implementation of 3 enterprise (ERP) financial solutions, which included fund management and insurance administration systems. I also trained staff in back-office administration operations, and developing financial operations protocols for each subsidiary in Bermuda, Luxembourg, and Chile. Achievements included:

• Developed protocols, procedure manuals and other training documentation for life administration systems.

• Implemented fund accounting protocols, guidelines and other operations training documents and procedures.

• Developed operational schedules and procurement requirements for approved international M&A initiatives.

• Assisted underwriters in risk management processes and actuaries in product research and development.

Assistant Vice President/Assistant Treasurer (9/81 - 4/89)

International Bank Operations Management - New York and Florida

This global financial institution had a significant presence across the United States. In Miami, my assignment focused on managing the private banking (high net-worth) retail operations of the branch. In New York, I managed two units of the international trade finance (credit and collections) division. At both locations, I effectively supervised, coached and mentored a combined staff complement of up to 30 individuals, including 5 direct reports. As Manager, my achievements included:

• Deployed tactical steps in recovering and collecting almost $200K of lost funds for the NY Investigations unit.

• Completed a 3-year bank management credit training program focused on consumer and commercial lending.

• Instrumental in the implementation of the IBS36-AS400 enterprise banking system in the Miami, Florida office.

• Directed bank operations staff in performing regulatory reporting and compliance management activities.

• Managed Accounting, Commercial Loans, Money Market, Clearing House, Authentication and Treasury functions.

• Managed the P&R, Investigations, Collections, Regulatory & Compliance, and Cashier (deposits/retail) units.

PROFESSIONAL ENTREPRENEURIAL EXPERIENCE

Managing Director/Owner

Educational Publishing (EIN: 13-4247622) WPB, FL (07/03 – Present)

This business-technology publishing company offers a unique learning experience in project management, six sigma, and real estate concepts under educational-entertainment. Products are distributed through CDs and paperback books via the company’s official website. I am responsible for product development, business development, marketing, sales, distribution, all P&L and other financial management functions of the business. Business educational products include:

• Project Management Workshop (CBT)

• Six Sigma Workshop (CBT)

• FL Real Estate Workshop (CBT)

• Project Management Games (paperback workbook)

Managing Director/Owner

Management Consulting (Lic.# 256424-4) – Miami , FL (4/89 - 6/96)

This financial management/business consulting company offered services to start-up and maturing small businesses in the South Florida region. We also provided business publishing services and creative marketing concepts to direct marketing and printing clients. As an independent contractor, I provided quality management consulting expertise on business process improvement (BPI) projects for companies across the United States and in PR. Industries included, but were not limited to:

• Energy/Natural Gas Manufacturing - Cleveland, OH

• Pressed Wood Manufacturing - Evansdale, OH

• Halogen Lamp Manufacturing - Fajardo, PR

• Food Processing & Distribution - Columbus, GA

• Telecommunications - Irving, TX

• Financial Services Operations - Los Angeles, CA

• Hearing Aid Manufacturing - Minnetonka, MN

• International Courier - Miami Lakes, FL

• Hospitality & Entertainment - Fort Lauderdale, FL

Short-Term Independent Contractor Assignments

• Project Manager/Developer/Contractor (Casino Cruises: 4 months: 4/01 - 8/01)

-Developed a player activity tracking and reporting system for a casino cruise firm in Florida.

• Sr. Process Specialist/Contractor (Caribbean Cruises & Travel: 1/00 - 6/00)

-Supervised 5 business analysts through critical IT process development projects.

• Infrastructure Management/Contractor (eCommerce: 4 months: 7/99 -11/99)

-Managed the transition of the inventory system between the company and the new vendor.

Other Licenses and Certifications

• Florida Real Estate License # SL3112700 - Issued by the DBPR, State of Florida - 2005

• Project Management Certificate – Essentials of PM & PMBOK – Villanova University, FL - 2004

• Project Management Certificate – Project Management Development – Project Mgmt. Inst., FL - 2002

• Series 6 Financial Services Representative License #7962: Issued by the NASD - 1994 (Expired)

• Life & Health Insurance Agent Lic: #VM949 – Issued by the Dept of Insurance, Florida - 1988 (Expired)

• Bank Secrecy, Regulation & Compliance – Banking Administration & The U.S Dept of Treasury, FL - 1987

• Management Credit Program (3-yr) – New York University & Barclays Bank, New York, NY – 1985

• International and Commercial Banking – American Institute of Banking, New York, NY - 1982

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