Experience technology and business professional with experience in
Senior Manager August 2013 to CurrentCompany Name － City, State
Management of large enterprise programs in the retirement systems area.
This involves coordination with project teams across different business units.
Typically involve over 10-15 teams ranging from CRM, web front-ends, database and data warehouses, mainframe and other teams.
Responsible for financial management of these programs, which are typically in the 3-4 million dollar range.
These programs are a top 10 priority for the personal investing business leaders and the "best" resources are assigned.
Leading an effort to establish and improve best practices in project and program management within the group.
This involves estimation, business case development, project initiation, planning, execution and deployment.
Manage a team of 4-5 software developers/systems analysts.
Responsible for hiring, reviews, resource allocation, career development and software delivery for team.
Primary point of contact for business partners.
Senior Project Manager September 2007 to August 2013Company Name － City, State
As a Senior Project Manager in the Mobile and Social group, managed numerous customer facing and high priority initiatives.
Recent key projects were: Addition of Ratings & Reviews to Fidelity.com for various products and services.
Allows prospects and customers to read 'Amazon' style reviews by Fidelity customers.
Over 1500 reviews submitted for 10 products.
Launch of Fidelity Investor Community - a private community where high value customers can interact with each other.
The community is hosted externally by Jive Software and integrated into Fid.com for authentication and other validation checks.
It has over 2000 members with a target of 28,000.
Enabling sharing of content from Fidelity.com to social media sites such as Facebook, Twitter and LinkedIn.
Replatforming of Mutual Fund Library from Vignette to Java and web-service based technologies.
The Library consists of web pages for 10,000 Mutual Funds.
eDelivery enablement of prospectuses and supporting documents including the new Summary Prospectus.
Key responsibilities included: Coordinating with various internal technology groups including design, QA, and implementation Working with Legal, Risk and Compliance representatives Financial Management of projects and managing budgets for 3rd party providers Create timelines, resource plans and estimates Adhere to waterfall and agile project management practices Implement software development best practices in the Java, J2EE and content areas - code reviews, code quality and continuous build integration.
Technical and other guidance for project team members Vendor engagement and management.
Senior Manager April 2000 to September 2007Company Name － City, State
EconSys is a provider of web-based HR outsourcing products and services to the public sector.
Products include defined benefit, defined contribution, financial planning, financial literacy, recruitment, and on boarding software.
Responsibilities and significant accomplishments are: Developed technical specifications for the implementation of a defined benefit calculator on the web based on solicited customer requirements.
Requirements gathering included numerous elicitation meetings with customers and partners.
The specifications included screen designs, system flows, workflows, and database design.
Managed the complete project which involved multiple cross-functional teams at several locations.
Created business processes that allow payroll, health and life insurance, and other benefit data to be automatically uploaded from payroll systems into the defined benefits database.
This involved analyzing the data feed and documenting the rules for data conversion.
Data for more than 200,000 employees is loaded each pay period reducing processing time for the users of the system by 30%.
Create project plans, determine priorities, resolve competing stakeholder priorities, allocate resources and generally manage projects such as new customer implementations, and new software feature development.
The software has been implemented for 60% of the target market.
Implementation activities include discussing requirements with customers, documenting requirements, setting up data feeds and data quality assurance.
Provide training and technical support to customers.
Create issues in change control software.
Coordinate release management, testing and implementation in production.
Contribute in creating the strategic vision for product improvements such as the integration of CRM, BPM and other products into our core offering.
Researched and evaluated Oracle E-business suite as a potential partner.
Work on definition and design of process models to integrate with our core product offering.
President January 1992 to January 2000Company Name － City, State
Programmer/Analyst January 1991 to January 1992Company Name － City, State
Senior Consultant January 1990 to January 1991Company Name － City, State
Senior Programmer January 1989 to January 1990Company Name － City, State
Education and Training
Masters of Business Administration : 2003The University of North Carolina － City, State
Bachelors of Business Administration : Management Information Systems, 1988University of Miami － StateManagement Information Systems
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Masters of Business Administration : 2003 Bachelors of Business Administration : Management Information Systems , 1988
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