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Sr. Project/Program manager with experience in HealthCare, Retail and Financial industries

Experience:
25 y
Experience:
25 y
Location:
55410 Edina
Last update:
20.07.2021
Register to Contact Freelancer
Availability
Available
Rate
Onsite hourly: N/A
Remote hourly: N/A
Languages
French: Advanced
Chinese: Basic knowledge
English: Native
Area Preference
Available as required. home-based office established.
Description
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 timeli
Other skills
Business process modeling Joint Application requirements definition data structure Lotus Notes analytics Agile MS Office suite data analysis Enterprise Data Warehouse Application Design database development Extreme programming Visio MS Project SDLC EDW
Work & Experience
01.09.2012 — Now
National Health Plan Insurance Provider
Sr. business program manager
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.
01.09.2011 — 30.09.2012
National Retailer
Sr. Program Manager
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
01.03.2011 — 30.09.2011
National Financial Services Company
Business project manager
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.
01.12.2009 — 31.03.2011
National Banking Institution - Card Services
Sr. Project/Program Management Consultant
* 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. * 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. * Responsible for relationship with external vendor that is a critical partner and player in this project. * This project touched all debit card-related applications.
01.10.2009 — 31.12.2009
National Financial Services Company
Sr. Project/Program Management Consultant
* 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. * Identify opportunities to expand the offering of positional money funds, based upon AASI accounts carried over and industry trends. * 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. * 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.
01.10.2007 — 31.03.2009
National Banking Institution - Card Services
Sr. Project/Program Management Consultant
* 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.
01.01.2007 — 30.09.2007
National Financial Services Company
Sr. Project/Program Management Consultant
* 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
01.10.2005 — 31.12.2006
National Banking Institution - Card Services
Sr. Project/Program Management Consultant
* 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.
01.06.2005 — Now
Self Employed/Incorporated
Sr. Project/Program Management Consultant
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.
01.06.2005 — 31.10.2005
National Banking Institution - IT Support Services
Project Manager
* 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.
01.04.2001 — 31.01.2005
Resource Manager/Sr. Project Manager for a National Retailer
* 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
01.04.2001 — 28.02.2003
Manager of Technical Architecture and Design
* 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
01.09.1999 — 30.04.2001
Sr
Project Manager for a National Financial Services Organization
* Project manager for an automated mortgage decisioning application.
01.04.1998 — 30.09.1999
Hosting Services Company
Team Lead/ Global Project Manager
* 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
Attachments
ExperiencedBusiness-ITProject/ProgramManager

Description

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 timeli

Main Skills

Other Skills

Business process modeling Joint Application requirements definition data structure Lotus Notes analytics Agile MS Office suite data analysis Enterprise Data Warehouse Application Design database development Extreme programming Visio MS Project SDLC EDW

Work & Experience

01.09.2012 — Now
National Health Plan Insurance Provider
Sr. business program manager
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.
01.09.2011 — 30.09.2012
National Retailer
Sr. Program Manager
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
01.03.2011 — 30.09.2011
National Financial Services Company
Business project manager
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.
01.12.2009 — 31.03.2011
National Banking Institution - Card Services
Sr. Project/Program Management Consultant
* 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. * 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. * Responsible for relationship with external vendor that is a critical partner and player in this project. * This project touched all debit card-related applications.
01.10.2009 — 31.12.2009
National Financial Services Company
Sr. Project/Program Management Consultant
* 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. * Identify opportunities to expand the offering of positional money funds, based upon AASI accounts carried over and industry trends. * 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. * 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.
01.10.2007 — 31.03.2009
National Banking Institution - Card Services
Sr. Project/Program Management Consultant
* 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.
01.01.2007 — 30.09.2007
National Financial Services Company
Sr. Project/Program Management Consultant
* 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
01.10.2005 — 31.12.2006
National Banking Institution - Card Services
Sr. Project/Program Management Consultant
* 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.
01.06.2005 — Now
Self Employed/Incorporated
Sr. Project/Program Management Consultant
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.
01.06.2005 — 31.10.2005
National Banking Institution - IT Support Services
Project Manager
* 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.
01.04.2001 — 31.01.2005
Resource Manager/Sr. Project Manager for a National Retailer
* 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
01.04.2001 — 28.02.2003
Manager of Technical Architecture and Design
* 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
01.09.1999 — 30.04.2001
Sr
Project Manager for a National Financial Services Organization
* Project manager for an automated mortgage decisioning application.
01.04.1998 — 30.09.1999
Hosting Services Company
Team Lead/ Global Project Manager
* 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

Attachments

ExperiencedBusiness-ITProject/ProgramManager