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Career Overview
Results-driven in Project and Portfolio Management (PPM) with experience in implementing change to people, process, and tools.
Qualifications
Implementing PPM capabilities
Process Improvement
Change Management
Agile & Waterfall Methodologies
Program Management
Portfolio Management
Accomplishments
Implementing process and system changes across the enterprise
Managing project portfolios and processes with a budget of $100M+
Develop & execution of change management strategies
Management of governance structures over project portfolios, processes, methods, and system enhancements
Work Experience
07/2010 to CurrentSENIOR DIRECTORTrc Companies, Inc. | Phoenix, AZ,
Program manager and business owner of five Project and Portfolio Management (PPM) systems in Technology & Operations.
Manage the full project lifecycle of enhancements through implementation (i.e., requirements/stories, UAT, and change management including assessment, communications, training and support).
Manage security model for over 4000 end-users enterprise wide.
Manage key controls of user access validation for internal audits and FFIEC exams.
Currently leading the next major releases targeted in 2015 that include Resource Management, Program & Portfolio Management, and Planning & Forecasting to over 800 end-users.
Establishing and manage a program governance structure to facilitate alignment and decisions on implementing processes, methodologies, and system enhancements relating to Program & Portfolio Management.
Successfully implemented four major enhancement and upgrade releases of Project and Portfolio Management (PPM) including capabilities for Product Inventory Database and Project Management that included leading a cross-functional team with Technology, Finance, Product and professional services.
Led the Project and Portfolio Management (PPM) Tool program selection for Visa through an RFP process that included weighted criteria through system capability demonstrations, client references and vendor support.
Led the Process Transformation program to streamline and simplify processes managed by Global IT for projects/programs.
Managed & provided oversight of six cross-functional teams with a shared vision which implemented modified processes for increased efficiencies and reduced cycle time without risk to the business.
01/2008 to 07/2010SENIOR BUSINESS LEADERMorgan Stanley | Arlington, TX,
Successfully led & supported the Global IT Integrated Planning program for three fiscal years that included oversight of domain planning, capital planning, multi-year planning, the enterprise portfolio management tool, service costing, IT forecasting and the annual operating plan.
Managed the IT service costing for access and external risk services.
Developed & refined processes for supporting governing committees & councils (CPC, TPC, ITMRC), and led a cross-functional team for Statement of Work Process Improvements.
Led a team to effectively manage portfolio financial management for the enterprise project portfolio including providing reporting for executive management.
Successfully led transition to new the Visa Inc. governance model by sunsetting the legacy committee TOC and transfer of project sponsorships.
08/2003 to 01/2008GROUP DIRECTOREvolent Health, Inc. | Phoenix, AZ,
Management of a consistent, proven oversight model for the Shared Funding and Special Category Projects Portfolios ($139M, 163 projects in FY07), including managing status, operating budget (including contingency), and relationship management to the Technical Oversight Committee (TOC), key Inovant stakeholders, and support for the Global Systems Council meetings.
Defined and managed all key processes for collaboration between the TOC and key Inovant management (i.e., fiscal year planning process with alignment to the Technology Strategy & Inovant priorities; funding approval process including ongoing management of pipeline requests, Statement of Work approval processes including retaining auditable approval records, IT performance reviews at the portfolio & project levels, management of TOC meetings & calls, and archived records.
Provided overview training to program & project managers new to the TOC governance and processes.
Ensured Inovant's corporate objectives were met by driving IT stakeholders & the TOC to move over 50% of project work to approval status prior to commencement of the new fiscal year (FY07: $100M (74%); FY08: $98M (64%)).
10/1999 to 08/2003PROJECT MANAGEREuroclear Esa | Paris, TX,
Key interface for the U.S. Region Technology Operating Committee (TOC) representatives and the Service Management Business Line Managers for managing the Shared project planning reviews (i.e., funding proposals, alignment of proposals to the U.S. Region strategy, proposal prioritization, Statements of Work, defining project success criteria, assignment of U.S. subject matter experts to projects).
Managed and tracked Shared project milestone documentation reviews (i.e., change controls, gate reviews, milestones), instrumental in acting as liaison to Inovant project teams addressing and resolving project issues from the U.S. Region, and provided consolidated U.S. feedback and recommendations to the U.S. TOC representatives for review.
Participated in key Shared projects as a U.S. subject matter expert to provide oversight of project progress (i.e., compliance to PMM, tracked issues, evaluation of risk management, monitored project financials, etc.) & escalating issues to the U.S. TOC representatives.
1998 to 08/1999PROJECT LEADERAew Capital Management | Boston, MA,
Led the central test team to resolve all issues relating to the Y2K Member Testing Service, provided status on project deliverables to management & Regions, escalating issues to senior management as necessary.
Improved resolution time for issues/problems by providing oversight and working with supporting departments for Regional and Member satisfaction.
Managed all projects for Emerging Products including Visa Cash, Visa Smart Debit-Credit, Electronic Commerce, Commercial Cards, and Common Electronic Purse Specifications through Visa's project management model.
Analyzed business requirements, defined strategy for establishing new Member testing services, set direction and drove completion of deliverables across both development and testing departments to meet timelines for Emerging Product.
Established processes and written procedures for the Visa Cash Member Test System.
Instrumental in leading team to develop the Customer Care Program; and contributed to process improvement activities.
07/1993 to 05/1997ASSISTANT VICE-PRESIDENTFirst Nationwide Mortgage Corporation | City, STATE,
Managed quality of lending data & submitted annual HMDA reports for compliance.
Assessed the impact of amendments to federal regulations with legal counsel & implemented lending policies & procedures for compliance.
Mitigated risk & implemented internal controls in residential lending and the loan servicing division.
Reviewed test scripts and approved loan processing system program installations.
Prepared documentation & represented the lending area for regulatory, external & internal audits.
Audited residential lending, loan service & consumer lending for compliance to federal regulations & corporate policies.
Managed transitional activity and issues from mergers & acquisitions.
Provided updates to compliance training & technical support for governmental agency customer complaints.
Implemented new product processes & procedures.
Education and Training
Expected in Bachelor Degree of Science | Physical ScienceUniversity of California, Berkeley, GPA: Physical Science
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