Summary
Experienced Project Manager & Business Intelligence (BI) professional with a broad spectrum of BPI, Business Systems & Strategies, Process/Data Modeling & Improvement in Order to Cash (OTC), Procure to Pay (PTP).
In the following BU's: IT, Accounting & Finance, Call Center, Credit & Collections, Operations, Order Management, Sales, Billing, & Facilities.
Globalized industry experience in with fortune 500 Technology, Media, Telecommunications, Health Care, Manufacturing, Energy, Education, Finance, Hospitality, Retail (B2C), Federal, State & Local Government.
IT Project Lifecycle:
- Software Development Life Cycle (SDLC)
- Agile, Kanban, 6s, Waterfall, Scrum
- Minimum Viable Product (MVP)
- Custom Software Development
- Database Design (RDBMS)
- Systems Engineering
- System Migrations / Integrations
- Enterprise Wide Implementations
- Requirements Analysis
- Workflow Diagraming
- ROI Analysis
- Project Budgeting & Cost Controls
- Testing/QA/Rollout/Support
Soft Skills:
- Project Management
- Empowering People
- Influencing C-Level Management
- Enterprise Wide Implementation
- Negotiation
- Communication
- Problem Solving
- Leadership Experience
- Strategic Planning
- Conflict Management
- Applications Development
- Change Management
- FP&A, BP&A
- Risk Management
- SOX & Financial Audits
- Design, Develop & Deployment
Applications & Technical Skills:
Oracle ERP & CRM, Oracle Business Analytics, OBIEE, Cognos TM1, nVision, JIRA, Confluence, Remedy, Salesforce SFDC, Service Now, JDE/People Soft ERP/CRM, SaaS, MS Pro Office Suite, Access, Excel, Visio, PowerPivot, Power View, Project, SharePoint, Google Workspace, G Suite (Docs, Sheets, Slides, Drive), Photo Impact, Photoshop.
SDLC, Agile, Scrumban, Waterfall, Kanban, Lean, Six Sigma, SWOT Analysis, ETL, Workflow & UML Diagramming, Work Breakdown Schedule (WBS), UAT, Wireframe, Navigational Flows, Visual Designs, WBS, Logistics, HTML5, JavaScript, CSS, PHP, SQL, DAX, Sitemaps, CMS & SEO.
Bachelor of Science & Finance / Marketing
University of Colorado at Boulder - Leeds School of Business
Awards & Certificates:
- Malcomb Baldridge Award- Call Center (1997)
- Six Sigma (1995)
- Microsoft Certified Professional (MCP) (2017)
- Project Management Professional (PMP) (Q1 2022)
Professional Experience
Sr. Project / PMO / Business Intelligence Manager
2016 - Present
Island Consulting Group, Dunk Island, AU
Oversee a team of Project Managers through successful project implementations. Serve as primary interface for multiple large technical programs consisting of complex integration initiatives, between clients & end users. Provide in virtual settings, consultative guidance & problem-solving capabilities. Manage project flow of information between all teams, project scope, schedule, implementation, training, & Go-Live. Define, deliver, & support strategic plans for implementing new information technologies. Work directly with end users & vendor partners to support various deployments & new IT/Business launches.
- Develop detailed business cases, financial models, WBS, project & roll out plans, to be shared with client’s project team & other stakeholders, ensure resource availability & allocation to deliver projects on time, budget & scope.
- Manage the entire project lifecycles for multiple projects, including project documentation, scope, budget planning, schedule & deliverables. Budget, forecast & manage all aspects of project accounting.
- Define UI requirements & layout design, facilitate & develop technical specification documents & test plans.
- Collect, deliver feedback to infrastructure engineering & product teams to improve overall integrations infrastructure.
- Create, manage, & implement project plans to ensure deadlines & business objectives for Technology Teams.
- Generate user requirements, scenarios, work flows & functional operational models.
- Use appropriate techniques & tools to manage project performance, changes in project scope, schedule & costs.
- Translate BI & IT verbiage into business syntax, in this building credibility with Client & internal staff.
- Evaluate project opportunities for continuous improvement, monitoring risk & relaying project concerns to stakeholders.
- Maintain excellent working relationships with local, on-site & offshore teams.
- Manage changes to the project schedule, cost, scope, resources, risk & quality using client approved tools & techniques. Jira, Confluence, SharePoint, Salesforce, Excel, Word, PowerPoint, Visio, etc.
- Anticipate, plan for resources needed to reach objectives, manage resources in an efficient & timely manner. Prepare & conducts user training as needed, as part of evolving practices.
- Coordinate with Business Team & IT to manage budget based on scope of work & resource requirements.
- Participate in weekly project reviews, provide updates, reports to ensure progress of all project activities.
- Mentor Jr. PM’s in all aspects of Software Development Lifecycle (SDLC), SOX, & PM standards.
- Perform QC & QA throughout the project phases, maintain PMO standards.
Sr. Project Manager / PMO
2005 - 2016
Corporate Consulting Group, Inc. Englewood, CO / Remote
Analyze, gather, interpret product & service line data to develop actionable steps to improve business processes & optimize financial results. Additionally, develop, monitor KPI's, ensure BI data & reporting needs are met. Planned, budgeted, scheduled, oversaw & documented all aspects of projects within three BUs. Reconciled P&L's to scope, budgets to plan. Developed LRP for Forecasting/budgeting/BI.
- Managed conversion & implementation project for three BUs from PeopleSoft Financials to Oracle Financials. Optimized & Standardized best-in-class BI practices with new data mining tools through OBIEE, to reengineer sustainable high-quality BI reports through SharePoint, Jira & Salesforce.
- Trained SME project resources on OBIEE, Cognos TM1 & nVision BI tools to increase SLA & reduce analytical cycle times.
- Created, deployed & maintained the BI dashboard & business analytics tool, coined "Sales by Vendor" (SBV).
- SBV reshaped the BU's BI & OCM for forecasting & budgeting, long-range strategic planning & demand planning.
- Open architecture allowed users from Accounting & Finance, Operations, Sales & Marketing, of any skill set immediate access to a self-service tool for deep datamining to slice & dice, create ad hoc or any type BI dashboard analytics.
- Developed & deployed multiphase & cross functional BI order management application used for tracking customer service, shipping, capacity, cycle time & inventory.
- Established intuitive reporting methodologies to maximize revenue opportunities via detailed customer knowledge.
- Integrated BI data into Vendor Management System (VMS) to obtain SLA's by Vendor.
- Backbone for Operations to assess status & disposition of purchased material, with built in complex & compound Excel formulas to calculate proper demand planning & shipping schedules.
- Unique application that successfully integrated several cross functional disparate systems to produce predictive & sustainable reports & maintained over ten years of global historical data.
- Met with stakeholders, gained insight on reporting needs & translating those needs into BI specific dashboards, metrics & other monthly process efficiency reports.