Requests
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Network Power<100 people
Roles
💰100%
Investor & VC
💸100%
Marketing
✔️100%
IT
Geos
🇺🇸100%
United States
Work Background
ManTechSr. Project Manager | Program Manager
Oct. 2023 - Jun. 2024Remote• Managed a cross functional team to deliver a critical ERP/BI tool, applying agile principles for developing programming, planning, budgeting, and execution functions for Immigration and Customs Enforcement (ICE).
• Facilitated daily scrum meetings, sprint planning, and reviews to ensure team alignment and progress.
• Coordinated releases on a timetable of completed sprints as a program manager, delivering quarterly project management reports to key stakeholders.
• Managed and actively participated in multiple requirements gathering sessions with ICE enforcement teams, ensuring comprehensive documentation and alignment with project objectives.
• Managed project schedules and activities using Jira, tracking multiple Components, Epics, Stories, and Tasks while maintaining status updates across projects.
• Facilitated daily scrum meetings, sprint planning, sprint reviews and retrospective to ensure team alignment and progress towards project completion.
• Created and managed project plans, schedules, milestone mapping, prioritization, monthly status reports, and executive summaries.
• Implemented CRM system and integrated it within OneStream ERP to manage customer interactions and enhance satisfaction.
• Facilitated discovery and planning sessions to devise strategies, monitor issues, identify pain points on the RAID log, and gather requirements. Developed key documents including the Business Case, Cost Benefit Analysis, Stakeholder Analysis Matrix, Risk Assessment, Budget Estimate, and Resource Plan.
• Identified and reported on project performance metrics to track project objectives, scope and quality such as cycle time, lead time, burn rate, EV, CV, QV, Cost Performance Index (CPI) etc.
• Delivered weekly and monthly reports to key stakeholders and steering committee executives on project accomplishments, risks, and status.
DeloitteProgram Manager
Oct. 2022 - May. 2023• Collaborated with cross-departmental teams in discovery sessions for more efficient trade execution of CRD/CRIMS Investment Trade Orders.
• Identified areas of improvement in existing processes, procedures, and systems related to the program delivery cycle.
• Facilitated engagements to ensure accurate records of securities and cash management positions with OMS/IBOR for Portfolio Manager trading.
• Created JIRA scrum boards with Epics, Stories, and Tasks, monitoring requirement completion and updating status in JIRA.
• Led efforts to create product goals, roadmaps, and release planning per completed sprints.
• Managed and created thorough functional specs, project/release plans, roadmaps, and program communication documents.
• Tracked issues, defects, processes, and assigned tasks in Jira, documenting procedures, creating use cases, and flowcharts in Confluence.
T. Rowe PriceSenior Business Analyst / Project Manager
Aug. 2020 - Oct. 2022• Led planning and execution of ERP cloud solutions, ensuring cross-departmental alignment and adoption of new tools and processes.
• Supported Oracle cloud process management by facilitating requirements gathering, stakeholder management, documentation, and validation of Capital Markets data models (future state data model).
• Developed and implemented task management workflows and status reporting mechanisms using JIRA and Azure DevOps, enhancing team accountability and resource allocation.
• Created and modified ETL scripts for portfolio asset-based data in Snowflake Data warehouse for data insertion and retrieval.
• Managed project timelines, resource allocation, and stakeholder communication for multi-year initiatives involving Oracle cloud-based platforms.
• Performed extensive asset data validation against Snowflake SQL data, MicroStrategy DB output, and Excel for data accuracy and quality assurance.
• Developed and maintained project artifacts, including project plans, flowcharts, and requirements documents.
• Facilitated the documentation of requirements and implementation of cloud-based internal business applications in Azure DevOps.
• Developed proficiency in critical core business enterprise systems for trade lifecycle processes, including front office, middle office, and back-office operations.
• Supported portfolio managers with trade order management, data processing, and reconciliation.
• Produced high-quality project reports and artifacts, including System Design documents, Technical Specifications, and Risk Logs.
• Conducted extensive analysis and validation of large financial datasets using advanced Excel formulas, SQL queries to validate and find differences.
• Designed new ERD databases, workflow visualization diagrams with multiple data tables in MS Visio to meet the business needs of client groups.
• Communicated task and project status to stakeholders at all levels through executive summaries, status reports, and key project metrics.
Federal Reserve BoardBusiness Analyst
Apr. 2018 - Dec. 2020Washington D.C. Metro Area• Facilitated the Board's supervision function, tech planning and performance in technology areas by supporting portfolio and program coordination efforts, as well as planning, monitoring, and controlling financial planning across the Federal Reserve System.
• Served as co-portfolio coordinator for the Supervision Information Management & Investments (SIMI), and Documents Management portfolios with specific responsibility of coordinating accurate budget data collection and analysis, regulatory compliance, financial planning support and monthly activity scheduling for programs/projects.
• Documented business requirements for the new SharePoint site for the Policy Business Oversight Committee (BOC) group.
• Administered SharePoint site content for BOC groups with multi-year financial plans and Business Plans for Technology. • Documented the functional requirements and created an instructional guide for a new SharePoint data collection system for 2019-22, and 2020-23 multiyear financial plans (forecasts, budgets, and actuals).
• Created cost allocation models, multiyear budget forecasts and actual spend reports showing variances in Clarity PPM for IT programs across nine Reserve Banks.
• Conducted extensive data analysis on financial data using advanced Excel to see trends.
• Helped create the intake form for new project initiatives within the Operations group with which a program sponsor from the PMO uses to assign a project manager.
• Created and maintained project artifacts including risk log, flowcharts, onboarding documents for new stakeholders, lessons learned, issues register, and training manuals for service providers etc.
• Financial analysis of budget data in Excel, data wrangling in SQL, data mapping, reporting, and visualization in Power BI.
M&T BankBusiness Analyst
Apr. 2015 - Jan. 2018Baltimore, Maryland• Provided analytical and asset management support for portfolio analysts by assisting in performing financial analyses, conducting market research, and preparing presentation documents related to capital markets for dissemination.
• Facilitated requirements sessions via interviews, workshops and surveys then elaborated requirements by detailing, data modeling, acceptance criteria, links to SOW, etc.
• Prepared executive-level summaries, presentation documents for senior management review.
• Collaborated with subject matter experts on SDLC processes including requirements analysis and design, data analyses, system design, development, testing and implementation for bank product offerings.
• Documented and analyzed data requirements for building Data Marts and Data Warehouse solution design.
• Developed use cases, user stories for AUM investments, annuities, equities trading platforms.
• Generated metric analyses using Tableau BI tool for reporting and visualization.
Wells FargoPrivate Banker
May. 2013 - Jan. 2015Baltimore, Maryland AreaPrivate banker to high net worth and affluent clients of Wells Fargo. Primary point of contact to affluent clients and customers of Retail and Private bank on syndicated loans, asset-backed brokerage accounts and other non-regular services. Provided consistent level of prudence in financial analysis, planning and implementation of solutions to meet goals. Worked collaboratively with other affluent officers of the Bank including investment bankers, private mortgage consultants, business bankers etc.
MetLifeInvestment Advisor Representative
Oct. 2007 - Apr. 2013Baltimore, Maryland Area• Provided team-based financial advice to assigned list of clients while also gathering over 200 more clients for investment and insurance solutions.
• Asset management and preservation using fee-based wealth management strategies, brokerage, insurance etc.
• Provided detailed, ethical financial advice and asset management using mutual funds, equities, fixed-income, life insurance, disability insurance, long-term care insurance, annuities, managed portfolios, and structured products.
• Recognized as #1 Top Advisor, senior class in 2010 for outstanding sales effort in growing MetLife branch (AUM).
Ameriprise Financial Services, LLCFinancial Advisor
Jul. 2006 - Aug. 2007Owings Mills, Maryland, United States• Utilized expansive training and knowledge in risk management strategy to serve clients.
• Managed portfolios totaling over $10M in conjunction with senior financial consultants – wealth management tools, including mutual funds, fee-based AUM, annuities, equities, and fixed income portfolios.
• Provided consulting and financial analysis of partnerships, corporations, and sole proprietors in a team setting.
• Crafted plans, sustainability guidelines and implementation assistance with proprietary planning software.
• Delivered weekly high level client educational seminars to acquire new clients.
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