Keywords
Skills
SUMMARY OF QUALIFICATIONS:
• PMP-certification obtained from Project Management Institute (PMI) in 2004
• Have successfully managed multiple multi-tier business and technology projects, with budgets ranging from $50k to $15+MM
• Have managed projects using several methodologies, including Iterative/Agile, Extreme programming, Rapid Development and Waterfall methodologies.
• Easily understand the business and technical details while maintaining the overall project vision
• Multilingual – speak, read and write Mandarin Chinese, French and English
• Enjoy learning from and mentoring team members and helping where ever needed.
• Quickly form strong relationships with team members and partners, facilitating expectation management with internal and external vendors (such as Visa, Microsoft, IBM)
• Highly proficient in several project management tools (e.g. MS Project, ABT/Niku, Clarity)
• Highly proficient in the MS Office suite, including Visio
PROFESSIONAL EXPERIENCE:
Sr. Project/Program Management Consultant (Self Employed/Incorporated) (June 2005 to Present)
Providing Sr. Project / Program Management Professional consulting in the healthcare, retail and financial services/banking industries on both business and technology-related projects. Some positions have been a mix of PM and BA roles.
National Health Plan Insurance Provider (September 2012 – Present)
• Sr. business program manager for health care reform implementation, focusing on annual Affordable Care Act (ACA) implementation of new health benefit plans. Responsible for plan portfolio development and product launch/implementation in conjunction with health and human services (HHS) guidelines, tools and timelines as well as internal timelines and constraints. This includes managing the implementation of benefit plan offerings on and off the federal exchanges including regulatory and compliance activities.
• Coordinate and communicate regional activities such as product development, actuary, sales, marketing, training, system builds. Offer informed recommendations to mitigate risks and dependencies, many of which are external to the company.
National Retailer (September 2011 to September 2012)
• Sr. Program Manager working to enable and implement a multi-year internal IT Service Management capability. This program is the foundation upon which all new infrastructure service providers must execute service management activities. All of which have the same implementation date (big bang approach). Partnering with implementation consulting company, internal enterprise departments, software vendors and several new infrastructure service providers.
• Sr. PM and project management coach on a program to utilize a new netwrk appliance and data structure for analytics and marketing data.
• Facilitating a transformation of a Chinese appliance store chain. This includes supporting organizational restructuring and change; implementing a China-US IT mentoring program and driving transformation progress. I am coaching the mentors in the US and the mentees in China on skills sets necessary to support highly aggressive store growth goals while reducing IT costs.
• Sr. PM and key driver of the definition of the Global Business Services SDLC and process methodology
National Financial Services Company (March 2011 – September 2011)
• Business project manager on integration efforts focusing on an accounting system upgrade and integration of accounts from 3 different systems. Responsible for requirements validation, end-user training, end-user UAT, Pilot and Parallel planning and coordination as well as Production Implementation.
• Business process modeling and procedure definition to support an expanding and merging business unit that supports institutional clients with domestic and international accounts.
National Banking Institution - Card Services (December 2009 – March 2011)
• Responsible for managing BIN-sponsorship projects that provide debit services to state Unemployment, WIC, Child Support programs offered by external parties/processors.
• Managing debit card integration project to support merger/acquisition activities such that acquired customers can continue to use their existing debit card without losing functionality for a specific conversion event period of time.
o Responsible for requirements definition, change control approvals, supporting design and development efforts, planning and management of project resources, business testing (UAT) and production pilot. Utilized an iterative/agile approach to meet enterprise implementation deadlines while ensuring additional functionality and/or improvements were added to each conversion.
o Responsible for relationship with external vendor that is a critical partner and player in this project.
o This project touched all debit card-related applications.
National Financial Services Company (October – December 2009)
• PM/BA for Brokerage and Management Products, focusing on cash products. Working with business partners across the organization to generate high-level requirements and CBAs in support of 3 efforts for the business.
o Identify opportunities to expand the offering of positional money funds, based upon AASI accounts carried over and industry trends.
o Identify opportunities to enhance or modify householding rules to ensure a more pleasant client and advisor experience. This includes competitive analysis, internal data analysis, stakeholder impact analysis, etc.
o Identify overdraft protection alternatives, beyond the existing ODP project. This includes competitive analysis, ensuring regulatory compliance, identifying the good/better/best alternative solutions and obtaining buy-in from stakeholders.
National Banking Institution - Card Services (October 2007 – March 2009)
• Successfully managed two new debit card product initiatives (Prepaid Debit Card and Custom Photo Card), from requirements gathering through customer implementation.
• Successfully defined and implemented processes to clarify project goals and timelines across multiple business units, both internal and external to my client.
• Built strong relationships with all levels of the organizations and with external vendors, such that my services are requested for future efforts.
National Financial Services Company (January 2007 – September 2007)
• Successfully defined and implemented processes to clarify project goals and timelines across multiple business units, both internal and external to the client
• Acted as the business liaison to the Enterprise Data Warehouse (EDW) technology group for the enterprise. This included defining the process to identify and document project requirements and determine the appropriate use of the EDW. Infrastructure teams utilized an iterative approach.
• Acted as the liaison into technology for the Finance business group. This included ensuring project clarity before seeking technology estimates, assisting in project prioritization for the technology units supporting finance applications, and escalating issues as necessary
• Monthly status reporting and dashboard for both EDW and Finance technology projects
National Banking Institution - Card Services (October 2005 – December 2006)
• Managed a project to consolidate 5 settlement systems into 2, along with establishing direct Visa authorization connectivity for debit cards.
• Business analyst and single point of contact for requirements gathering and business case definition effort to replace the current card issuance system. Utilized a waterfall approach.
National Banking Institution – IT Support Services (June 2005 – October 2005)
• Project Manager for an image management application interfacing to the online banking application by providing electronic images of checks, deposit slips. Etc.
• This was an operations PM position, managing 10 consultants and 2 employees; Project Management, Resource planning, Testing/QA and release planning/management.
Resource Manager/Sr. Project Manager for a National Retailer (April 2001 – January 2005)
Project Management Office (PMO) Consultant/Facilitator (March 2003 – January 2005)
• Responsible for mentoring project managers on the retail project management methodology. Sole point of contact for the POS and Back-office project teams
• Incorporated a \'facilitation\' methodology into the Target culture, through the PMO. The facilitation approach was developed to enhance communications between business and technology partners at the initiation of a project, thereby reducing the risk of re-work due to lake of communication or incomplete communication, by having critical project discussion lead by a an experienced and neutral project manager
• Primary facilitator for the following types of facilitation sessions: Project Scoping, Joint Application Requirements Join Application Design, Process re-engineering (Business or Application-level), Change management. Preparing for Production Support, , Project Risk Mitigation, Project Implementation and Turnover
Manager of Technical Architecture and Design (April 2001 – February 2003)
• Managed team of technical architects charged with defining application architectural standards for the enterprise, including a technology governance board for projects that impacted infrastructure
• Successfully adopted the META group architectural framework for the enterprise, which required identifying preferred technologies, application tools and software, technology lifecycles and a formal board of members that owned technology and could make Yes/No decisions on the use of said technologies
Sr, Project Manager for a National Financial Services Organization (September 1999 to April 2001)
* Technology Infrastructure Engineer
* Project manager for an automated mortgage decisioning application.
Team Lead/ Global Project Manager for a Hosting Services Company (April 1998 to September 1999)
• Developed global management processes for database development, design, implementation and support. Contributor to defining service levels and package terms for additional customers that were seeking a hosting service for Lotus Notes applications and activities
EDUCATION:
University of St. Thomas St. Paul, MN
Masters of International Management (International MBA) - Asia Track
Mandarin Chinese was my advanced business language.
University of Minnesota Twin Cities, MN
Bachelor of Arts International Relations/Chinese, Minor in French
Nankai University Tianjin, China
Advance Language Certificate Mandarin Chinese
• PMP-certification obtained from Project Management Institute (PMI) in 2004
• Have successfully managed multiple multi-tier business and technology projects, with budgets ranging from $50k to $15+MM
• Have managed projects using several methodologies, including Iterative/Agile, Extreme programming, Rapid Development and Waterfall methodologies.
• Easily understand the business and technical details while maintaining the overall project vision
• Multilingual – speak, read and write Mandarin Chinese, French and English
• Enjoy learning from and mentoring team members and helping where ever needed.
• Quickly form strong relationships with team members and partners, facilitating expectation management with internal and external vendors (such as Visa, Microsoft, IBM)
• Highly proficient in several project management tools (e.g. MS Project, ABT/Niku, Clarity)
• Highly proficient in the MS Office suite, including Visio
PROFESSIONAL EXPERIENCE:
Sr. Project/Program Management Consultant (Self Employed/Incorporated) (June 2005 to Present)
Providing Sr. Project / Program Management Professional consulting in the healthcare, retail and financial services/banking industries on both business and technology-related projects. Some positions have been a mix of PM and BA roles.
National Health Plan Insurance Provider (September 2012 – Present)
• Sr. business program manager for health care reform implementation, focusing on annual Affordable Care Act (ACA) implementation of new health benefit plans. Responsible for plan portfolio development and product launch/implementation in conjunction with health and human services (HHS) guidelines, tools and timelines as well as internal timelines and constraints. This includes managing the implementation of benefit plan offerings on and off the federal exchanges including regulatory and compliance activities.
• Coordinate and communicate regional activities such as product development, actuary, sales, marketing, training, system builds. Offer informed recommendations to mitigate risks and dependencies, many of which are external to the company.
National Retailer (September 2011 to September 2012)
• Sr. Program Manager working to enable and implement a multi-year internal IT Service Management capability. This program is the foundation upon which all new infrastructure service providers must execute service management activities. All of which have the same implementation date (big bang approach). Partnering with implementation consulting company, internal enterprise departments, software vendors and several new infrastructure service providers.
• Sr. PM and project management coach on a program to utilize a new netwrk appliance and data structure for analytics and marketing data.
• Facilitating a transformation of a Chinese appliance store chain. This includes supporting organizational restructuring and change; implementing a China-US IT mentoring program and driving transformation progress. I am coaching the mentors in the US and the mentees in China on skills sets necessary to support highly aggressive store growth goals while reducing IT costs.
• Sr. PM and key driver of the definition of the Global Business Services SDLC and process methodology
National Financial Services Company (March 2011 – September 2011)
• Business project manager on integration efforts focusing on an accounting system upgrade and integration of accounts from 3 different systems. Responsible for requirements validation, end-user training, end-user UAT, Pilot and Parallel planning and coordination as well as Production Implementation.
• Business process modeling and procedure definition to support an expanding and merging business unit that supports institutional clients with domestic and international accounts.
National Banking Institution - Card Services (December 2009 – March 2011)
• Responsible for managing BIN-sponsorship projects that provide debit services to state Unemployment, WIC, Child Support programs offered by external parties/processors.
• Managing debit card integration project to support merger/acquisition activities such that acquired customers can continue to use their existing debit card without losing functionality for a specific conversion event period of time.
o Responsible for requirements definition, change control approvals, supporting design and development efforts, planning and management of project resources, business testing (UAT) and production pilot. Utilized an iterative/agile approach to meet enterprise implementation deadlines while ensuring additional functionality and/or improvements were added to each conversion.
o Responsible for relationship with external vendor that is a critical partner and player in this project.
o This project touched all debit card-related applications.
National Financial Services Company (October – December 2009)
• PM/BA for Brokerage and Management Products, focusing on cash products. Working with business partners across the organization to generate high-level requirements and CBAs in support of 3 efforts for the business.
o Identify opportunities to expand the offering of positional money funds, based upon AASI accounts carried over and industry trends.
o Identify opportunities to enhance or modify householding rules to ensure a more pleasant client and advisor experience. This includes competitive analysis, internal data analysis, stakeholder impact analysis, etc.
o Identify overdraft protection alternatives, beyond the existing ODP project. This includes competitive analysis, ensuring regulatory compliance, identifying the good/better/best alternative solutions and obtaining buy-in from stakeholders.
National Banking Institution - Card Services (October 2007 – March 2009)
• Successfully managed two new debit card product initiatives (Prepaid Debit Card and Custom Photo Card), from requirements gathering through customer implementation.
• Successfully defined and implemented processes to clarify project goals and timelines across multiple business units, both internal and external to my client.
• Built strong relationships with all levels of the organizations and with external vendors, such that my services are requested for future efforts.
National Financial Services Company (January 2007 – September 2007)
• Successfully defined and implemented processes to clarify project goals and timelines across multiple business units, both internal and external to the client
• Acted as the business liaison to the Enterprise Data Warehouse (EDW) technology group for the enterprise. This included defining the process to identify and document project requirements and determine the appropriate use of the EDW. Infrastructure teams utilized an iterative approach.
• Acted as the liaison into technology for the Finance business group. This included ensuring project clarity before seeking technology estimates, assisting in project prioritization for the technology units supporting finance applications, and escalating issues as necessary
• Monthly status reporting and dashboard for both EDW and Finance technology projects
National Banking Institution - Card Services (October 2005 – December 2006)
• Managed a project to consolidate 5 settlement systems into 2, along with establishing direct Visa authorization connectivity for debit cards.
• Business analyst and single point of contact for requirements gathering and business case definition effort to replace the current card issuance system. Utilized a waterfall approach.
National Banking Institution – IT Support Services (June 2005 – October 2005)
• Project Manager for an image management application interfacing to the online banking application by providing electronic images of checks, deposit slips. Etc.
• This was an operations PM position, managing 10 consultants and 2 employees; Project Management, Resource planning, Testing/QA and release planning/management.
Resource Manager/Sr. Project Manager for a National Retailer (April 2001 – January 2005)
Project Management Office (PMO) Consultant/Facilitator (March 2003 – January 2005)
• Responsible for mentoring project managers on the retail project management methodology. Sole point of contact for the POS and Back-office project teams
• Incorporated a \'facilitation\' methodology into the Target culture, through the PMO. The facilitation approach was developed to enhance communications between business and technology partners at the initiation of a project, thereby reducing the risk of re-work due to lake of communication or incomplete communication, by having critical project discussion lead by a an experienced and neutral project manager
• Primary facilitator for the following types of facilitation sessions: Project Scoping, Joint Application Requirements Join Application Design, Process re-engineering (Business or Application-level), Change management. Preparing for Production Support, , Project Risk Mitigation, Project Implementation and Turnover
Manager of Technical Architecture and Design (April 2001 – February 2003)
• Managed team of technical architects charged with defining application architectural standards for the enterprise, including a technology governance board for projects that impacted infrastructure
• Successfully adopted the META group architectural framework for the enterprise, which required identifying preferred technologies, application tools and software, technology lifecycles and a formal board of members that owned technology and could make Yes/No decisions on the use of said technologies
Sr, Project Manager for a National Financial Services Organization (September 1999 to April 2001)
* Technology Infrastructure Engineer
* Project manager for an automated mortgage decisioning application.
Team Lead/ Global Project Manager for a Hosting Services Company (April 1998 to September 1999)
• Developed global management processes for database development, design, implementation and support. Contributor to defining service levels and package terms for additional customers that were seeking a hosting service for Lotus Notes applications and activities
EDUCATION:
University of St. Thomas St. Paul, MN
Masters of International Management (International MBA) - Asia Track
Mandarin Chinese was my advanced business language.
University of Minnesota Twin Cities, MN
Bachelor of Arts International Relations/Chinese, Minor in French
Nankai University Tianjin, China
Advance Language Certificate Mandarin Chinese
Project history
Available on request
Local Availability
Only available in these countries:
USA
Available as required. home-based office established.
