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Work Background
Zifo RnD SolutionsProgram Manager
Nov. 2020Richmond, Virginia, United States● Managing a global LIMS implementation on four continents and across four time zones for a $100B life science/pharma customer. Remotely managing and driving project team execution across varying business cultures. ● Coordinate weekly deployment meetings with the sites, as well as senior leadership touchpoints. Interact daily with the senior leadership team and escalate issues to them when necessary. ● Manage and drive, with the customer Core Team, the strategy, quality, objectives, planning, and implementation of the projects including definition of the technical requirements. ● Oversee data QA while delivering weekly status updates on the LIMS Implementation. ● Establish and lead the internal operational team and customer facing operational team of stakeholders to meet, review, and report on all aspects of project specific action items. Setting timelines, milestones, and budgets. ● Ensure scope consistency of project throughout the LIMS Implementation. Monitor progress of activities and budget against project plan. Determining, and ensuring appropriate action upon critical path tasks. ● Drive decision making, inside and outside of the team. Identifying and ensuring resolution of conflicts and problems. ● Continuously seeking process improvement and implementation. Ensuring quality and compliance throughout the development process. Established risk management plan with customer. ● Establish and maintain clear communication channels to provide full transparency throughout the project. ● Participate in standard internal reporting forums, escalating project issues, project updates, accomplishments, risks, future actions. Identify opportunities for process and quality improvements. ● Participate in sharing of lessons learned and best practices for all project implementation activities. ● Accomplishes financial objectives by forecasting requirements; reporting on project budget; scheduling expenditures; analyzing variances; initiating corrective action.
Nassau Financial GroupProject Manager
Jan. 2020 - Nov. 2020Hartford, Connecticut, United StatesProject manager spearheading a Finance project w/ two different vendors and three different workstreams. Critical vendor relationship working with a 3rd party on financial and tax transformation initiatives using Agile/Waterfall project management experience. Using my project experience in Corporate Finance functions (Accounting, Treasury, Tax, Audit). Extensive use of SharePoint, Jira, MS Project, Visio, Excel, PowerPoint, Office 365, Automation, Data Provisioning, TIBCO, Single Sign On, Active Directory (rules based access), and Security (Okta). This project is also expected to seamlessly integrate a recent acquisition. This initiative is part of a contemplated and comprehensive Tax Transformation, which will be closely coordinated with the broader Nassau Re Finance Transformation. A critical component of the Tax Transformation includes Direct/Indirect tax and Sales & Use Tax preparation and reporting. • Used and designed a logical program structure to build/maintain a detailed project plan that includes business tasks, IT tasks, and vendor tasks in one holistic plan • Coordinated and ensured analysis of business functions, processes and needs • Managed tactical project lifecycle process, sign-offs, and project administration with strong documentation and audit trail • Managed, motivated, and drove the project team to execute with credibility and professionalism • Familiarity with accounting workflow, accounts payable, and tax business processes helped tremendously • Utilized my business process design experience • Confident, articulate communicator verbally and in writing; able to work with detail but also good at summarizing for executive level communication • Able to operate highly flexibly, handle change and stay composed under pressure
Otis Elevator Co.Project/Program Manager
Jun. 2019 - Dec. 2019Hartford, Connecticut Area• Project manager supporting a PMO buildout using strong financial experience and broad technology project management experience. • Program manager supporting application build backs, business unit entanglement, and the technology services agreement. Serves as the Infrastructure liaison between the Applications and Cyber groups to identify key sticking points to finalize the spin-off of Otis from United Technologies. • Overseeing offshore resources as part of the divestiture project activities. Communicates across all levels of technical and non-technical personnel to ensure full understanding of project goals/issues/objectives. Influencing stakeholders to drive projects to positive completion and business value. Ability to work with internationally diverse teams to ensure enterprise-wide adoption and success of key deliverables. • Managing the vendor relationship with an offshore consulting partner to perform development work and supply contract resources. • Provides presentations and reports for senior leadership using data manipulation to report on CapX, OpX, ROI, etc. • Tech: DevOps, CI/CD, Microservices, Application Rationalization experience, API’s
Voya FinancialSr. Project Manager
Sep. 2018 - Jun. 2019Windsor, CT• Manages multiple projects with multiple dependencies and integration points. (Projects have a higher level of scope complexity.) • Performs cost/benefit analysis of actions and initiatives; determines project costs and controls/ensures delivery on time and within budgetary guidelines. • Develops, clarifies, and manages scope of project; achieves planned outcomes and targeted return on invested resources. • Assembles project team, identifies needed resources, assigns responsibilities, and develops timeframes to facilitate successful completion of project activities and deliverables. • Mentors and coaches project management staff. • Advises on solutions to dealing with issues and risks; provides peer review to project deliverables. • Works to develop in-depth knowledge of project management tools/components (e.g. Clarity, MS Project, etc.).
Stanley Black & Decker, Inc.Project Manager - M&A (Contractor)
Mar. 2018 - Feb. 2019Farmington, CTDrives all aspects of IT Project activity, including collaborating and coordinating across all IT and business segments. Defines project value proposition, scope, work plan, resource needs, timeline and budget for IT projects related to Mergers & Acquisitions (M&A). Manages resources (i.e., capital requirements and human capital, etc.) to complete project/program on time and within budget. Keeps team and leadership updated on project status and risk factors. Ensures adherence to quality standards and reviews project deliverables. Provides technical and process guidance to project team. • Drives the development and execution of project plan by working with project team to define, sequence, and estimate duration of activities and determine schedules to meet project objectives. • Ensures consistency and adherence to standards, processes, and policies for all projects. • Manages all aspects of the project execution including: chartering, scope definition, requirements gathering, project planning, change control, risk management and reporting. • Facilitates and manages resource planning, cost estimation, budget development, and cost control. • Manages the identification, resolution and escalation of project risks and issues. • Tracks project budget and resource utilization against plan. • Plans and executes project communications ensuring timely and accurate distribution of information, documentation, and issue resolution to all appropriate team members.
Eversource EnergyIT Project Manager - Supply Chain (Contractor)
Nov. 2015 - Jan. 2018Berlin, CT• Delivered back office technology solutions to improve efficiency and standardize processes helping to lower operating costs. Demonstrated experience in major system implementations having implemented an integrated Supply Chain solution delivery including Maximo, Ariba, and Oracle. I also have experience in change management, process improvement, and strategy development. Eversource Energy is the leading energy provider in the Northeast region and has customers from CT, MA and NH. • Vendor contract negotiations included utilizing fixed price, time and materials, or performance-based holdbacks. Negotiated with large scale consulting firms (e.g. Infosys, PWC, E&Y) to finalize SOW terms and conditions. • Scheduled and prepared documentation for myriad kick-off meetings, working steering committee, monthly executive steering committee, quarterly project sponsor meetings, and road shows. • Member of the IT Program Management Office (PMO) as the schedule and budget PM. Provide primary scheduling, budget analysis and reporting for a large Work & Asset Management system. This includes Gas & Electric, Mobile Workforce Electric, Mobile Gas Meters, Mobile Gas and delivery of a new enterprise Supply Chain solution. • Develops schedules by working directly with all the track team leaders and SME’s of the project. Detailed schedules include all predecessor and successor relationships and are fully resource loaded. Monitor and maintain the resource schedules, time, and expense. • Acts as a champion to foster a positive project work environment, identify and resolve project related problems, and successfully work with the team to accomplish all the project objectives in the allotted time and budget constraints. • Project sponsors: Finance/Accounting, Procurement, and Operations
MassMutual Financial GroupProject Manager (Contractor)
May. 2015 - Oct. 2015Enfield, CT• Launched two projects for multiple business sponsors using BPLM, SDLC 2.0, and the PDLC. • Managed a budget of $500,000 for an underwriting workflow project. • Developed a project plan and project charter for each launch. Scheduled resources accordingly. • Published a savings plan to realize resource cost savings of nearly $9K a day. • Utilized a value chain that tied high level business areas to their ‘ground floor’ business processes. • Met with various business stakeholders to establish scope, come to consensus, and oversee gate meetings. • Trained/On-boarded a new IT project manager to the organization. Able to successfully hand off project to IT.
Berkshire BankCapital Markets Project (Consultant)
Nov. 2014 - Feb. 2015Hartford, Connecticut Area• Reviewed detail provided on all activity in customer accounts versus SSAE16 guidelines on client controls. • Built a rollforward/reconciliation for all six of their most recent mergers/exchanges. Determined the volume of lost and replacement shares issued related to this activity. • Reconciled the tax reports that are issued for shares related to transfer agent activity. • Reviewed for possible unauthorized share issuances at transfer agency and reconciled independent CEDE reports. • Reconciled both dividend reinvestment purchases and certificate balances. Also reviewed both for unusual activity. • Reviewed dividends for uncashed check activity to determine balances, adequate monitoring, and ensured that escheatment was being done properly.
CignaBusiness Project Manager (Contractor)
Oct. 2013 - Dec. 2014Hartford, Connecticut Area• Converted Waterfall design requirements into Agile epics and features for the Finance organization. • Determined impacts to business processes and systems of Cigna Healthcare projects. Projects were complex, large in scope, cross-functional and technically difficult to solve, often involving combinations of platforms and technology. • Planned and executed organizational Change Management for the accounting and finance areas. • Developed and revised complex project plans and budgets, worked with users to understand complex problems and focused on bringing issues to resolution, escalating as necessary to meet timelines. • Created and delivered presentations to senior management on project goals and plans, including progress reports. • Oversaw the execution of IT system changes in support of a Cigna marketing initiative • Served as subject matter expert for accounting and provided consultative support to IT management and staff on all phases of the project development cycle. Used both Planview and Clarity for tracking purposes. • Reviewed test evidence for accuracy and completeness; ensured that all business requirements were included. • Developed training and communication materials and delivered timely training to impacted Accounting business units.
Manzanita ServicesFinance Director
Sep. 2007 - Jan. 2013Houston, Texas AreaHired with full responsibility for all finance, budgeting and accounting functions for parent and holding companies in compliance with GAAP. Prepared monthly, quarterly and annual financial forecasts and analyzed results. Identified operational opportunities to drive revenue, reduce expenses, create efficiencies, and establish strategic partnerships. Member of the Board of Directors. Business-critical initiatives included: • Enforced internal controls to protect company assets, ensure safe handling of cash and meet all legal and company requirements. • Directed all bank negotiations including establishing and expanding lines of credit. • Liaison to all venture capitalists. • Raised funds for international expansion. Business and operations results included: • Increased revenue by 100% within 24 months. • Negotiated leveraged buyout for new management team to obtain controlling interest. • Successfully raised funding through venture capitalists for international expansion. • Negotiated 30% increase to credit line. • Shepherded patent and minority certification through legal and bureaucratic processes.
The HartfordAssistant Director, Corporate Finance
Feb. 2005 - Aug. 2007Provided support for the Hartford Life, Inc. President and CFO, managed competitor analysis, developed the President's Monthly Management Letter, developed presentations for the Board of Directors, as well for the President and other senior Hartford Life Corporate leaders. Prior to that, worked as a Senior Financial Analyst where I developed an interest calculating workbook that saved the company over $700K during litigation. Duties included monthly analysis and reporting for all LTD and Life claims. Managed the escheat process and the allocated loss expenses for Group Benefits. Used Bloomberg Professional service for senior management presentations.
Deutsche Bank AGAssistant Vice President
Apr. 2000 - May. 2003Management reporting as the point of contact for the Americas. Responsible for all intercompany receivables and payments for New York subsidiaries. Recovered $300MM in outstanding charges over a two-year period. Used MS Excel to model and report balance sheet position from SAP. Part of the budgeting and allocation team that ultimately billed central costs to all relevant business lines. Revised an Access database to quickly design and track invoices. Traveled to Germany and England to develop and enforce intercompany policy.
EDS, an HP CompanyEnterprise Solutions Consultant & Financial Analyst
Apr. 1996 - Apr. 1999EDS Malaysia: Developed a cost model to capture costs for a twelve-member consortium responding to an RFP. Worked closely with financial staff of local and international companies to gather costs. Responsible for new business costing/forecasting, pricing, modeling, margin sensitivity analysis, and risk analysis. Developed three year strategic plan using SWOT analysis, market segmentation, and financial data. Internal Financial Reporting: Responsible for consolidating the consulting subsidiary’s books at the corporate level. Tracked intercompany balances and brought them down by over $70MM. Responsible for segment reporting for the consulting SBU. Provided ad hoc reports and interpretation of unit performance in varying frameworks through scenario analysis. Enterprise Solutions Consultant: Responsible for evaluating and implementing SAP financial and controller modules at our client sites. Integral part of the pursuit team for top-tier FORTUNE 500 companies.
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