Project Manager

Posted on: 2006-04-18

Catherine Earle 14 East Meadowbrook Cr. Erial, NJ 08081 • 302.323.5170 Global Project Manager ManagementSummary: Extensive experience providing new business strategy, project management and implementation services within the banking and technology arena. Citigroup, Global Transaction Services – One Penn’s Way, New Castle DE 10/01/05-Present Vice-President Global Project Manager Manage multiple highly complex, inter-related, multi-year, global projects. Manage projects that establish global system integration and global banking infrastructure across Citibank and Customers SAP system. Help customers define and implement complex integrated solutions that optimize their technology to support and grow their business. Manage projects from definition to rollout ensuring goals and deadlines are successfully met and clients are satisfied. Posses a heavy achievement orientation, a high personal level of excellence and the ability to asses situations quickly, understand business requirements and understand evolving technology solutions. Establish relationship and partner with clients and all stakeholders. Review existing SDLC methodology and suggest areas for improvements. Scope, develop, design and manage project plans, schedules and deliverables for multiple global projects, ensuring timelines, activities and resources are managed effectively. Determine roles and responsibilities for business analysts, system analyst and system architects. Define product implementation workflows, activities, life cycle phases (inception, elaboration, construction, transition). Establish and manage the overall methodology development plan, milestones and work effort estimates. Facilitate sessions to define guidelines for executing process initiatives and coordinate client meetings, engaging IT as necessary to ensure the Technology team takes a client relationship role. Document guidelines for executing project activities. Define multiple product solutions and integration plans that best suite the customer’s global footprint across varying technological infrastructure. Manage project Stakeholders expectations and negotiate with project Stakeholders to determine appropriate definition of project scope and schedule. Work directly with client’s technology team and business analyst to define business and systems requirements, create functional specifications, document and maintain business process models. Perform gap analysis of specific systems against user requirements. Create test plans, test scenarios and expected results. Plan and conduct UAT sessions (user acceptance tests). Review problems, root cause and define resolution with users. Actively mitigate project risks and change control with multiple global projects. Manage evolution of multiple global projects and product delivery. Continually review the use of methodology by different project teams and adjust methodology based on feedback. Make decisions requiring creative, innovative approaches and offer constructive and effective options. Utilize tools to ensure seamless project management and visibility to project stakeholders. Work with technology team to define, set up, test and move to production, new system infrastructure. Citigroup, Stock Plan Services – 111 Wall Street, New York, NY 3/99 – 9/30/05 Vice President Global StockPlan Services Implementation Manager Manage and support several client initiatives from within Citigroup Stock Plan Services. Utilize my knowledge of Stock Option and Restricted Stock regulations. Prioritize a large array of client implementation deliverables, project deliverables, service initiatives, and establish best practices for client delivery. Demonstrate the management skills needed to succeed in a complex organizational environment with shifting priorities while managing client expectations and delivery at both the task and project level. Aggregate technical knowledge required for complex customer implementations. Work closely with assigned client base to provide world class service. Advanced technical knowledge in the conversion of data from either Transcentive, client maintained files, or Equity Edge, to Smith Barney’s proprietary administration system (Sapphire, Auto Ex or SPI). Strong operational systems and business process experience Utilize consultative approach to analyze the client’s current stock plans and inform clients on Smith Barney’s administration systems ability to meet their outsourcing needs. Review client’s data and inform clients of the data conversion process. After reviewing the data, notify clients of any data discrepancies based on Smith Barney’s file layouts. Inform clients of Smith Barney’s Stock Option administration systems capabilities and data requirements. Review data set as needed for reporting (FAS 123/ FAS 123R) and any special reporting needs. Consult with Product Managers on FAS product offering and present reporting capabilities to the client. Apply special handling set up to international stock plan participants (check suppression, grant agreement procedures). Set up data on the backend trading portal that is used by the broker and customer service representatives. Assist clients with the creation of communication material used to announce Smith Barney as the Stock Plan Service Provider and servicing features on Smith Barney’s Benefit Access website. Work closely with Interactive Business Solutions (Web) to create the clients options administration website utilized by the corporate client and clients stock plan participants. Streamline procedures by creating simple, understandable integrations and work with technology groups on option administration system enhancements. Lead the process to prioritize new business implementation requirements across business units. Provide continuous assessment of ongoing Implementation activities against strategic business objectives and operational needs. Manage the implementation of stock Option and Restricted Stock Plans. Manage project priorities and scheduling. Provide Project Management leadership to ensure appropriate planning and delivery of client related projects. This includes up front business justification and backend support such as documentation, training, tracking and realization of project benefits, and timely upgrades as well as execution. Work with appropriate team members to ensure that content and functionality needs are met for all client implementations and that on going processes are in place to maintain the tools and preserve data integrity. Partner with IT, understand and shape technology requirements to address key process and opportunities for improvement. Translate emerging business and customer requirements into actionable IT objectives and internal processes. Assist in the evaluation and selection process for value-added technology solutions. Ability to translate individual client needs into scalable solutions. Balance customer deliverables with release schedules of new and enhanced products and services. Manage regional and local resources to ensure an overall coherent delivery paradigm for complex clients. Monitor and record progress against deliverables on a daily basis. Communicate project status to senior management at a high level while addressing all required deliverables at a very detailed level. Seamless implementation of clients who require complex functionality and/or integration. Primary point of contact on customer concerns, discussions, and written correspondence. Understand suite of capabilities for the solution design in order to manage client implementations from a delivery perspective. Support existing clients as new technology initiatives are undertaken and decommission legacy. Embed organizational requirements for quality, process, and control into the customer processes. Improve upon the success of client implementation through process improvements and increasing efficiency. Zimmerman/Edelson Public Relations Co. – Great Neck, NY 12/94-11/98 Account Executive Established highly profitable accounts through networking initiatives and marketing campaigns. Managed projects and acted as a liaison between high-level executives and all other departments. Expertise included both account management and development of new marketing campaigns. Developed and distributed marketing material that increased sales for corporate accounts. Maintained all bookkeeping and accounting functions with 100% accuracy. Specific responsibilities included: Firm understanding of client business issues and solutions for specific business needs. Developed sales and marketing strategies that highlighted competitive edge. Measured, tracked, and communicated results with management. Created and produced presentations for board meetings. Key competencies include: Proven leadership capabilities. Ability to understand customer requirements and translate into technical deliverables across a wide array of products and technologies. Understanding of Stock Administration processes from both an integrated solution and end-user perspective. Strong matrix management skills. Excellent organizational, planning and prioritization skills. Ability to translate client deliverables into detailed plans and establish tactical and strategic approaches to delivery. Strong communication skills (verbal, written, and presentation of complex information and data). Influencing skills (i.e. ability to mobilize teams both internal and external that are not in reporting line). Relationship management skills -- ability to develop and sustain positive partnerships (external and internal) and be a team player. A strong commitment to quality and efficiency.