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Project Manager Resume Example

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PROJECT MANAGER
Professional Summary

Resourceful Project Manager with 5 years of expertise in internal and external financial reporting projects using waterfall and agile methodologies. Collaborative in meeting with stakeholders to provide updates and ensure proper resources. Results-driven in monitoring projects by ensuring production adheres to schedule, identifying problems and providing targeted solutions. Have over 10 years experience in financial industry, including management of back office processing and client service teams.

Work History
Project ManagerOct 2015 - Current
J.P. MorganNewark, DE
  • Leading work stream in program to enhance expense allocations process to increase transparency and consistency for Investment Bank
  • Holding monthly meetings providing updates to senior management on project status, escalating key issues and requesting resources when needed
  • Led project to develop over 20 internal financial reports, automating current manual processes for teams, reducing processing time lines from 3 days to 1 hour per month
  • Assisted with development of online training program for new financial reporting tool for new users
  • Utilized cross-training techniques across multiple projects to boost productivity and develop each team members individual skill set
  • Determined and implemented, efficient solutions to add controls to existing reporting processes
  • Developed and maintained metrics to track completion of corporate-wide project to close matter requiring attention (MRA) as required by Federal Reserve
  • Determined root cause of problems within projects to re-mediate issues within testing ahead of implementation
  • Provided management for team of 3 project managers both locally and remotely - resulting in 2 promotions
  • Identified plans and resources required to meet project goals and objectives by setting realistic timelines and checkpoints.
  • Collaborated with business leads to develop project requirements and project plans.
Financial Operations SupervisorJun 2012 - Oct 2015
SEI InvestmentsOaks, PA
  • Managed Account Transfer Service Team- leading meetings with clients, and responsible for allocating workload for team members
  • Managed Cost Basis Reporting Team- responsible for updating and sending cost basis of assets for incoming and outgoing account transfers
  • Monitored incoming client queries and addressed any urgent client issues escalated by team analysts or clients
  • Maximized efficiency in account transfer process and lead projects to produce more streamlined procedures
  • Coordinated projects across departments to build enhancements that affect multiple processing teams- including mutual fund custody solution to generate approximately $2.5 million/year in revenue
  • Interacted with Office Comptroller of Currency (OCC) to provide information on processes for regulatory purposes
  • Responsible for staffing- interviewing and selecting best candidates for open positions
  • Writingbi-annual reviews for team members tied to yearly incentive compensation
  • Member of management responsible for addressing any one-off issues and assisted with processing to address heavy transfer volumes
  • Reviewed monthly and quarterly Key Performance Indicators to shift resources and improve specific team statistics
  • Responsible for walk through of overall account transfer process for new and potential clients
AnalystApr 2008 - May 2012
SEI InvestmentsOaks, PA
  • Member of Account Transfer Service Team - Maintained client relationships by processing account transfers and acting as initial point of contact for 10 bank clients to resolve issues
  • Managed relationship of two previously unsatisfied clients resulting in contract renewals
  • Analyzed Excel & Access generated reports to reduce risk and increase processing efficiency
  • Responsible for reclaiming transfers that were processed by team in error; reviewed complex transfer requests and resolved system outages by initiating corrective transfers
  • Commissioned to work on five person, international project initiated by company COO
  • Presented findings to board of directors, resulting in new risk management procedures for Operations Department
  • Acted as liaison between service team and individual financial advisor clients by providing insight on transfer process
  • Processed incoming mutual fund transfers for Super-Regional Bank Client - streamlining process from four people to one
Skills
  • Advanced problem solving
  • Project planning and development
  • Project management
  • Project oversight
  • Workflow processes
  • Issues resolution
  • Teamwork / Collaboration
  • Budgeting
  • Interdepartmental coordination
  • Team leadership
  • Staff management
  • Client Relationships
  • Operational improvement
  • Oral and written communication
  • Customer Service
Education
Bachelor of Science: Economics2007
Pennsylvania State UniversityUniversity Park, PA
  • Dean's List (Spring 2003, Spring 2005 and Spring 2006)
  • Writer for Penn State's student run humor magazine - Phroth - in 2005
  • Spring 2007 semester in Rome, Italy (Temple University Campus)
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Resume Overview

Companies Worked For:

  • J.P. Morgan
  • SEI Investments

School Attended

  • Pennsylvania State University

Job Titles Held:

  • Project Manager
  • Financial Operations Supervisor
  • Analyst

Degrees

  • Bachelor of Science : Economics 2007

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