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Work Background
UnitedHealth Group - OptumRxSr IT Project Manager
Aug. 2015 - May. 2025Telecommuter• Led onboarding and integration of 350+ clients annually, including requirements gathering, claims extracts setup, and secure file transfers.
• Managed full project lifecycle delivery for data and software projects using both Agile Scrum and Waterfall methodologies.
• Oversaw ServiceNow queue management, reporting, and Clarity PPM Optics metrics for onshore and offshore teams.
• Created and maintained SOPs for new hires, project schedules, work breakdown structures, and budgets ($100K–$500K).
• Provided project leadership, daily stand-ups, stakeholder updates, resource allocations, and financial reporting.
• Directed multiple development teams on complex projects using Agile and Waterfall methodologies, ensuring projects were completed on time and within budget
Black Knight Financial Services Data & AnalyticsProject Manager/Scrum Master
May. 2013 - Mar. 2015Irvine, CA• Managed the complete project lifecycle for software and data projects, utilizing SharePoint Designer and Rational Unified Process (RUP) to ensure timely delivery and client satisfaction
• Facilitated Agile stand-ups, backlog management, and sprint planning using Team Foundation Server.
• Managed capital expenditure projects under budget across all phases, contributing to cost savings and efficient resource allocation
• Led cross-functional teams to achieve project goals ahead of schedule, enhancing team performance and client satisfaction.
The RyTE ProfessionalsHyundai Information Systems North America (HISNA), Project Manager/Project Administrator
Nov. 2011 - Dec. 2012Costa Mesa, CA• Developed and presented executive-level project intelligence reports to the HISNA CEO and senior leadership.
• Led onboarding for new hires and consultants, ensuring enterprise-wide system and security access.
• Created 60+ SharePoint sites to streamline departmental knowledge management, resulting in improved collaboration and information accessibility
Equator, LLCProject Manager
Aug. 2010 - Oct. 2011Irvine, CA• Led cross-functional development teams through complex financial technology initiatives, enhancing team collaboration and project efficiency
• Delivered 100% of Statement of Work (SOW) deliverables on time and within budget.
• Created detailed project plans, charters, and technical documentation aligned with client delivery architecture.
Southern California EdisonProject Manager/Project Analyst
May. 2008 - May. 2010LaPalma, CA• Managed SmartConnect™ full lifecycle projects, defect management, and quality assurance processes, ensuring timely delivery and high-quality standards.
• Developed standardized workflows and facilitated issue management meetings with vendors and stakeholders.
WaMuProject Manager
Apr. 2003 - Mar. 2008Irvine, CA• Served as PM of record for 12 mortgage software releases, delivering all projects on time.
• Led decommissioning of legacy loan origination systems, optimizing technology infrastructure.
• Developed standardized workflows and facilitated issue management meetings with vendors and stakeholders, improving communication and reducing project delays
NRTSystem Analyst
Dec. 2000 - Nov. 2002Mission Viejo, CAWorked with users to resolve issues in Accounts Payable, Accounts Receivable and General Ledger modules of the Epicor eBackOffice product by employing the eBackOffice Diagnostic Utility to determine and examine stored procedures and tables affected by the front-end functionality.
Used SQL 6.5 and 7.0 to troubleshoot problems and issues using ISQL by writing queries.
Thorough quality assurance testing of approximately 100 Epicor customizations and modifications.
Developed test case forms and documented results.
Revised and executed SQL queries and stored procedures to perform various data validation on third-party imports; pre-validation procedures enhanced data content.
Assisted with various special projects as necessary.
Responsible for generation and printing of AP 1099 reports for the year.
Participated in drafting specification documents and testing of significant customizations effecting Epicor eBackOffice financial modules; deploying completed customizations to multiple clients and servers, including Citrix servers.
Provided extensive training and guidance to end-users on various applications, customizations and procedures.
Troubleshooting of eBackOffice issues with users on Citrix clients.
EpicorTechnical Support Analyst
Nov. 1997 - Dec. 2000Irvine, CATested and published on the Epicor website all Patches and Fixes for all versions of Platinum, ERA and eBackOffice running on SQL Server 6.5 and 7.0.
Tracked all requests for patches from Support Representatives through the Emergency Patch Request process.
Worked with customers, consultants and VARs to resolve issues in all modules via telephone support center and documenting the issues. Specialized in Accounts Payable, Accounts Receivable, Purchase Order, Order Entry, and Inventory.
Verification of quality and accuracy of all Epicor products releases on the website, including, but not limited to, all versions of Platinum Financial Software, ERA and eBackOffice.
Worked in Quality Assurance department to assist with testing new releases.
Updated information on the customer center web page which included the creating and design of new Active Server Pages using Visual InterDev 6.
Cypress CollegeAdjunct Faculty - Business Division
Aug. 1994 - May. 2012Classes taught include Accounting 101 (Financial Accounting); Accounting 102 (Managerial Accounting); Tutoring for Accounting 101 (Financial Accounting) & Accounting 102 (Managerial Accounting); Office Procedures; Records Administration; Office 2007; Excel 2002; Front Page 2002; Excel 2000; Web Page Design using HTML; Beginning Keyboarding with Microsoft Word 2000; Excel 97; and Accounting with Lotus 1-2-3. Computer lab duties include working with students on various software programs including but not limited to Windows 2000; Windows XP; Windows 98; Microsoft Access 2000/2002/2003/2007; PowerPoint 2000/2002/2003/2007; WordPerfect 7.0/9.0; JavaScript and HTML.
Network Software AssociatesAccounting Specialist
Jan. 1991 - Nov. 1997Irvine, CAProcessed Accounts Receivable, Accounts Payable, Payroll, Sales Order Entry, Purchase Orders and General Ledger Assisted in audits by external auditors provided data and reports.
Worked as technical support person for co-workers helping with problems encountered on a daily basis; helped sales department with technical problems encountered with Order Entry.
Trained sales department on the Order Entry system.
Prepared invoices, credit memos, monthly statements; and aged receivable reports.
Processed vendor checks; accounts receivable account reconciliations; helped with accounts receivable collections.
Prepared various state payroll tax returns and employment verifications.
Used Microsoft Excel for preparing 401k reports, credit union deposits, and postage due reports.
Used Crystal Report Writer for Payroll reports.
Prepared sales tax returns for 16 states and 10 cities.
Prepared payroll using Dataccount Payroll Services.
Costa Mesa Service Center (CMSC)Payroll Clerk
Jan. 1989 - Oct. 1991Preparing payroll for processing using Dataccount Payroll Services and manual preparation
MAI Basic FourAccounting Specialist
Jan. 1988 - Dec. 1989Preparing various reports and analysis for payroll and commissions using various spreadsheet applications
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