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Summary
Project
manager, business analyst, business liaison and QA tester with IT infrastructure
experience in Financial Services and Telecommunications industries focusing on application
development, new product development, system software, Quality Assurance , and change
management. Demonstrated communication
skills and experience working with business sponsors, development and testing
teams. Excellent analysis, design, debugging
and programming capabilities. Client focused with strong relationship building and
planning skills. Ability to work autonomously or as a team player in a
matrix environment. QA skills in both
application development and infrastructure capacity. Skilled in risk management, issues
management, stakeholder management and scheduling.
Technical Skills
Infrastructure
Management, RUP, MS-Project, Excel project Plans, DB2, CICS, RSA, Actimize, TSO,
JCL.MVS, ChangeMan, VSAM, Omegamon, DFHSM, MQ, Startool, Xpediter, BMC, Remedy,
Clarity, SharePoint, SDLC, Oracle, Offshore development, production support and
escalations. PMP Certification.
EXPERIENCE
Wells Fargo Bank, San
Francisco 2010
- 2011
Project Manager for
Infrastructure and QA projects, Wholesale Internet and Treasury Solutions
Integrated new User Interface to wire transfers for wholesale portal
users (20 team members with $4M budget).
Installed infrastructure servers and applications to reside within
existing legacy applications. Heavy use
of RUP methodology and compliance with Project Management Office
guidelines. Responsible for product
deployment readiness and QA testing of a new Payment Manager application in
Wholesale division. Developed the master
test plan and coordinated QA testing with six other QA departments, testing
both end to end transactions and new feeds and interfaces. Worked with business analysts to track User
Interface (UI) enhancements as testing proceeded. Managed QA using HP Quality Center. Led weekly defect meetings and tracked open
issues related to testing. Escalated
infrastructure issues to the program manager in order to keep project on
schedule. Worked with QA staff of 26 and
infrastructure staff of over 50 covering topics such as LDAP security, F5
setup, and performance testing, Worked
with product managers on completing readiness checklist items. Developed
training modules for customer care staff. Worked with product mockups to refine use
cases and update testing plans.
Working with product managers to deploy new Payment Manager application
to wholesale users previously on a third party product. Provided input to product launch plans and
rollout game plans. Trained customer
engineers on mapping product features of new system to existing sales order
processes.
Wells Fargo Bank, San Francisco 2009
- 2010
Project Manager,
application development and infrastructure, Wholesale Internet and Treasury
Solutions
Delivered a new fraud monitoring and message routing system for the
Wholesale portal using EMC and Actimize software packages for risk scoring and
Tealeaf application for fraud detection. Production domain and backup domains
consisted of 30 servers across 3 cities.
Implemented two test environments and two production environments with
Java, Oracle 10g, with both database and application mirroring and clustering
for performance. Developed security
plans for compliance and audit guidelines.
Adhered to RUP methodology for Infrastructure components, new servers,
new Oracle databases, Websphere console access.
Processed hardware and software requests according to Technology
standards and guidelines for data center operations. Developed production readiness checklists and
security checklists. Installed General
Nelson alerts and application alerts according to technology infrastructure
guidelines. Set up oncall procedures for
system admin and production support.
Completed security forms for data and server access for the team.
Organized with business sponsor all the product features and
enhancements into a portfolio and set up timelines and deployment schedules for
the year. Opened necessary change
tickets and worked with change management on mitigating risk and securing
technical resources for releases.
Developed deployment game plans and communication plan for the risk
analysts. Handled business signoffs on
QA results and test cases.
Responsible for developing and reviewing with the team, Functional System
Design, test cases, sizing estimates, and test plans according to RUP
methodology. Developed processes for
operational readiness, including alerts, on-call procedures, opening cases with
Vendors and Operations group. Deployed 15 releases in 11 months covering
application and infrastructure changes. Supported
two call centers (Fraud Prevention Operations and Technical Management services)
with over 100+ end users. Conducted
disaster recovery exercises on quarterly basis.
Provided IT change management support for the new system. Opened and routed Change Requests and work
orders for approvals. Developed
production validation plans, deployment Game Plans, negotiated deployment
support windows with DBA and system administration resources.
Worked with PMO group to ensure compliance with Wells Fargo Project methodology. Developed Project Definition document,
Statement of work, Issues Log and Change Log, Master Test Plan, Use cases, and
implementation plans. Created project
plans and reconciled budget items with PMO.
Worked with virtual team located in San Francisco ,
Phoenix , Minneapolis ,
Charlotte , Austin ,
Des Moines , Jersey City ,
and Bangalore . Hardware and application deploy teams were
located in several cities. Developed
application jointly with offshore firm, SYNTEL, Inc in Hyderabad . Extensive handoffs and design
meetings were conducted via live meeting and video conferencing. Deployment efforts were conducted by Wells
Fargo India
and extended to 24/7 deployment schedules.
Charles Schwab, San Francisco 2003 –
2009
Project Manager/ Analyst
QA Infrastructure and Testing (2007 – 2009)
Maintained 19 mainframe test environments with interfaces to web servers
in 24/6 environment supporting on-site and off-shore developers as part of the
Schwab.com rewrite project. Planned infrastructure upgrades to test
environments. Negotiated schedules and
contingency plans with functional managers. Adhered to RUP guidelines for Business
Requirements, Test Plans and Deployment plans.
·
Developed new dashboard
to report environment defects to the development and user community.
·
Reorganized the
technical staff along technical areas and away from environment focus resulting
in increased customer satisfaction.
·
Maintained issue logs
and risk mitigation plans. Created
milestone reports and stakeholder presentations. Created work breakdown structures for systems
programmers. Negotiated outage windows
and communicated to stakeholders details of the event. Coordinated delivery schedules with team
leads.
·
Enhanced stakeholder
management by increased communication and planning. Developed dashboard requirements and metrics
for availability. Verified project goals
by periodic reviews with key stakeholders.
Identified project risks and reviewed with management team.
·
Published service level
agreements for Remedy tickets. Provided
technical support for resolving errors for all web and mainframe
applications.
·
Created QA project plans
to increase availability of test environments with fewer resources.
·
Developed new monitoring
processes and health checks so that the department would be proactive in
managing the online and web applications for 19 test images covering production
domain and backup domain configurations.
Rebuilt application layer in test environments every other day.
·
Schwab.com applications
were used by all the Schwab reps in four call centers, supporting over 500
service representatives.
·
Worked with WIPRO,
Infosys, Mphasis to re-write the Schwab.com platform. Tested mutual fund and money movement
applications. Development and testing
extended to 21 hours per day. 8am until
7pm work was performed in the US . 7pm to 5am development was performed in India . Daily turnover meetings and daily bug
meetings were conducted to keep the project on track.
Business Analyst/ QA
Tester (2003 – 2007)
Managed and prioritized requirements for two upgrades of the ChangeMan COBOL
versioning tool. Developed test scripts,
created test data, reviewed workflow and panel changes with end users.
·
Performed and managed
end user testing and lead user council meetings to solidify buy-in into the
release. Developed release plans and
communication plans. Communicated
outages to business users.
·
Maintained project plan
for execution of 300 test scripts for versioning and audit consistency, online
and batch COBOL. Managed resource
constraints to meet installation deadlines.
·
Tested interfaces between
the ChangeMan tool and change management systems which generated change tickets
each time a developer was ready to install their changes into production and
thus reduced preparation time by 50%
Client: Charles Schwab through Hicks Consulting
Project Manager,
application infrastructure/ Change Management (1999-2003)
Responsible for QA and delivery of code converted from HPS 4GL to COBOL/Java
.and .net. Developed risk mitigation plans for each release and communicated to
Change Review Board. Member of the change management team responsible for risk
analysis and problem management.
Enforced data center standards for change control and verification. Approved 500 tickets per year. Followed architecture standards for
application development and naming conventions.
$2Million budget each year for 4 years.
·
Converted over 20,000
online and 10,000 batch programs from mainframe into Java and .net
applications. Project spanned 9
years.
·
QA support for new
service desk platform based on ITIL processes.
·
Delivered fifteen 4GL
releases with no outages. Member of Risk
Mitigation team.
·
Built effective stakeholder
partnerships with conversion teams, DB2 and CICS technical staff, operations,
account managers and business partners.
AT&T (SBC Internet
Services), San Francisco
1998 – 1999
Project Manager
Project manager for $6M statement of work by Ernst & Young to
deliver requirements and system design of a help desk and customer registration
system supporting Internet and DSL services for business and residential
customers covering California and Nevada . Managed four concurrent projects impacted two
call centers and 100,000 customers.
·
Developed collaboration
capability in the help desk process which reduced resolution time from six
minutes to two minutes.
·
Managed work effort of
six consultants and audited charges and status reports.
·
Developed make or buy
criteria for both systems with input from various stakeholders.
·
Designed new
architecture blueprint with interfaces to several telecommunications systems
EDS (formerly MCI
Systemhouse), San Francisco 1997 – 1998
Project Manager/ IT
Manager
Client: CSAA
Managed 13 business analysts and developers responsible for data
conversion for a new membership billing system.
Developers wrote programs to migrate 60 DB2 tables with over 240 million
rows of historical data. Developed work
breakdown structures, task lists, issues logs and milestones.
Developed requirements to integrate a financial package from Computer
Sciences Corp into the existing billing system for CSAA – northern California . Functional and non-functional requirements
were developed.
Designed new Cashiering system for CSAA by integrating a package from
Salepoint into the existing GL, accounting, collections, and membership
systems. Replaced Burroughs system with
PC based system. This system is used in all
CSAA offices used by over 150 users.
Client: Landor and
Associates
Functioned as Business Analyst and project manager for a conversion from
five in-house financial systems to a single Oracle Financials system with Apple
Clients.
·
Improved financial
reporting processes which reduced the time for monthly aggregation of
world-wide financials from 2 weeks to 4 days.
·
Interviewed finance
managers in 13 countries and developed technology plan for the CFO and CIO.
AT&T (Pacific Bell ), San
Francisco 1996 – 1997
Project Manager/
Business Analyst
Developed
requirements for billing system for local carriers entering the California market. Shared project plans, development estimates,
and issues logs with Project Management office.
Developed work breakdown
structures for three development teams.
Issued project jeopardies when schedule changes exceeded thresholds. Developed resource plans and interviewed
contractor resources. Delivered monthly
financial estimates to the PMO. Audited
requirements documents for completeness.
Reviewed requirement documents and design documents with legal and
regulatory departments.
Developed
requirements and deployed new charges for Universal Service for California and Nevada
retail customers. Used waterfall
development to pass charges to all retail billing systems. These charges were assessed against all
residential users in California and Nevada (16 million
customers).
Managed
six concurrent mainframe projects using both the internal SBC methodology and
Accenture methodology for carrier billing.
End users for the major six carriers exceeded 2,000 during day shift.
Utilized
Texas Instruments CASE tool using Information Engineering methodology to build
a new customer care database. New
database was used by over 500+ service reps in California
and Nevada .
Blue Phoenix
(Seer Technologies), San Francisco 1993 – 1996
Consultant
Developed
open enrollment benefits system used by 1400 employees at Canada Trust. Implemented
application changes as part of the Change Management group at Charles Schwab. Utilized proprietary methodology developed by
First Boston and IBM for CASE development.
IBM, San
Francisco and Los Angeles
1983 – 1993
Advisory Systems
Engineer/
Designed
and deployed a new Options Trading platform for the member traders/brokers of
the Pacific Stock Exchange on mirrored systems in Los Angeles and San Francisco (POETS). The new system was paid for by the members
(200 members with seats on the Exchange) which spanned 2 years and $6 million
for equipment. New overhead displays,
news feeds, GUI applications on the PC and printers were deployed replacing the
existing system. Developed capacity plan
and high availability plan for the system.
Subcontracted development of the trading system to FEMCON, inc. in Boston .
Developed
business requirements and workflows for new Ice Cream Plan in Bakersfield , CA .
(Nestles).
IBM, Technical
Instructor
Taught two
DB2 classes at the IBM
Technical Education
Center .
EDUCATION
MBA, Finance UCLA, Los
Angeles, CA
B.A.,
Economics Claremont
McKenna College ,
Claremont , CA
PMP certification
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