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Steve
steveoakes57@gmail.com
205-223-8901
3153 Warrington Rd
Birmingham, AL 35223
Senior Project Manager
33 years experience W2
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Summary

  • Senior Project Manager and Implementation Specialist with over 20 years of experience working in the Financial and Insurance, healthcare industries, and subscription services companies, as well as state and county governments.
  • Worked in all aspects of technology including program management, vendor management, infrastructure and security, telecommunication, database administration, analytics, and software development.
  • PMP Certified leveraging both waterfall and agile methodologies.
  • Managed and coordinated high budget ($30M) projects and off-shore development teams.
  • High-energy, goal-oriented leader, accustomed and comfortable with working in fast-paced and high-stress environment.


Strengths and Capabilities

  • Personnel management and team building focused on performance excellence
  • Executive relationship management focused on building collaborative business relationships
  • PMO, Portfolio and Project management leveraging both waterfall and agile methodologies
  • The research, selection, integration, and implementation of new technologies
  • Vendor management and contract negotiations
  • Management of off-site and off-shore development
  • Process redesign and performance improvement
  • Budget analysis and management
  • Disaster recovery planning and implementation
  • Mainframe, Web, and mobile based development
  • Strategic and tactical project planning and management

Project Management Tools

  • MS Project
  • MS Office
  • Visio
  • SharePoint

Certificates

PMP Certified, # 1386017, 01/2023
Certified SAFe 4 Agilest, # 81550998-8733
Certified SAFe 4 Practitioner, # 27276421-6928

Experience
Project Manager
Insurance
May 2020 - present
  • Responsible for the delivery of SAP FS-CD (Financial Services - Collections and Disbursements) module for Protective Life supporting the Great West acquisition. The initiative spans the migration and conversion of eight Life and Annuity systems from Great West to Protective Life and fully implementing FS-CD to effectively manage collection and disbursement activities related to the business that Protective has acquired from Great West.
  • Worked with key stakeholders in Accounting, Financial Management, Life administration systems, and PMO for each Live and Annuity system integrated into FS-CD
  • Interfaced with SAP integration partner, multiple admin system vendors, Protective IT resources and other project managers to successfully develop and implement FS-CD solutions for each system.
  • Project managed using Agile methodology leveraging TFS.
Agile Methodology PMO Project Management SAP Stakeholder Engagement
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Delivery Director
Information Technology
Oct 2018 - Aug 2019
  • Responsible for the delivery of two assessments for Southern Company to build an Operational Database for their facilities limiting elements and recommendations for their antiquated GenVARR application.
  • Responsible for account management and the delivery of a Variable Pay Commission system leveraging Agile methodology for Motion Industries. Development teams were both on shore and offshore in the Philippines.
Account Management Agile Methodology Project Management
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Sr Vice President and Manager IT PMO
Banking/Financial
Mar 2016 - Aug 2018
  • Directed Regions' Information Technology PMO, which was responsible for managing strategic technology projects across all major business lines involving significant capital investments, ensuring IT programs and projects met organization goals and requirements.
  • Worked with key business leaders to proactively identify technology and business needs and build a technology roadmap to guide future initiatives.
  • Partnered with business and technology leaders to annually build 70+ project business cases inclusive of estimated capital costs, resource requirements and high-level project timelines
  • Developed and maintained Enterprise and IT PMO process and policies for project management along with supporting tool and template libraries.
  • Oversight for the design, development, and delivery of an electronic workflow for project initiation, approval, and management processes, including time entry and capturing capitalization of salaries.
PMO Project Management
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Vice President and Portfolio Manager
Banking/Financial
Jan 2010 - Mar 2016
  • Responsible for managing the portfolio of programs and projects belonging to Operations/Technology, Corporate Bank, Corporate Systems, and eBusiness. Supervised project managers within the programs responsible for large, complex projects that were both strategic and tactical in nature. Executed capacity planning, monitoring and reporting for the assigned portfolio of projects.
  • Worked with CIOs and Business Unit executive sponsors to manage the prioritization and assignment of current, pending and approved project workloads as well as the pipeline of future technology projects.
  • Contributed to process improvements and best practices for IT PMO through the development and implementation of a project work request system and project toolkit systems used for managing pipeline and active projects.
  • Directly supervised project managers that manage between four to six projects, mentoring them in developing/honing business knowledge and entrepreneurial, analytical, and project management skills.
  • Managed the development and implementation of Regions New Online and Mobile Banking system
    • $24MM budget for multi-year project
    • Reorganized structure of project to ensure team’s accountability and delivery of both product and support activities
    • Oversight of both vendor and internal deliverables including web and mobile development, implementation of new infrastructure, installation of new support structure for online and mobile applications, and test, pilot, and rollout strategy and execution
PMO Process Improvement Project Management
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Vice President and Senior Project Manager
Banking/Financial
Jul 2008 - Dec 2009
  • Fast-tracked system development and implementation of enterprise applications (ProMerit) and business intelligence applications (WebCEO, TM1/Revelwood) into Mortgage Warehouse Lending and Accounting operations.
  • Renegotiated contracts with MWL vendors in order to achieve a 10 percent savings for professional services.
Business Intelligence Project Management
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Vice President and Lead Project Manager
Banking/Financial
Aug 2003 - Jul 2008
  • Successfully completed on time and within budget 25 telecommunications audits and re-engineering, network upgrade, application systems integrations and upgrades, web development and process audit projects.
  • Started and implemented the Vendor Management Program to monitor, evaluate, and grade current vendors and define remediation plans for vendors placed on the watch list. Within two years was able to achieve a 60 percent reduction of vendors on the watch list.
  • Achieved $1 million in annual savings through the execution of a telecommunication billing audit.
  • Business and system areas supported:
    • Collections
    • Contract and vendor management
    • Disaster recovery upgrades
    • Financial OLAP system upgrades
    • Loan imaging and workflow
    • Network upgrades
    • Risk management and fraud detection
    • Telecom audit and re-engineering
    • Telecom billing and allocation
    • Implementation of VMWare
Auditing Project Management Risk Management BSA Billing Systems Integration Vendor Management
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Managing Consultant
Information Technology
Oct 1998 - Apr 2003

Crestone International, Inc., (now Sierra-Cedar) provides consulting services for Oracle and PeopleSoft systems development, implementation and management. As a managing consultant and senior project manager with Crestone, I successfully led, developed and implemented software solutions for pharmaceutical, educational, insurance, and personnel placement clients nationwide. Other duties within Crestone included managing the recruiting process for the technology division where I was directly responsible for processing 30 new employees through the recruiting pipeline in an 18-month period.

Client List: Pfizer Pharmaceuticals, Inc., Thomas Jefferson University, Blue Cross / Blue Shield of Georgia, Greater Georgia Life, Inc., Randstad NA, Inc., Volt, Inc.

Key Accomplishments:

  • Developed the Information Strategy Plan for Pfizer’s national sales organization.
    • Conducted requirements definition, RFP development, vendor review and selection, vendor management, content management, and product development and implementation for a new CRM application for Pfizer’s National Health Organization account managers.
  • Managed, designed, implemented, trained administrative and end users, and provided consulting services for the implementation of Vista Plus at Randstad NA and Thomas Jefferson University.
  • Worked directly with the president of Greater Georgia Life to define strategic information technology direction.
    • Defined and hired GGL’s information technology application support team. Assessed their technical environment and made upgrade recommendations to existing systems. Defined and executed project plans for new system implementation and managed the project’s data conversion and served as vendor liaison.
  • Performed the reporting requirements review for the PeopleSoft project evaluation at Volt, Inc. and definition of scope for future reporting strategy.
  • Worked for Director of Business Intelligence for Blue Cross/Blue Shield of Georgia to reorganize the Enterprise Data Warehouse project team in line with project goals across business lines.
    • Deployed project management and project coordination strategies across the entire organization and mentored the management team in the development, implementation, and execution of a project management, coordination, and tracking strategy.
    • Defined and implemented the department reorganization strategy to adjust from a purely development oriented organization to a more mature development/service oriented organization.
    • Developed, implemented, and executed change management initiatives for impact analysis, issue resolution, coordination and communication, change control, and project management strategy and processes across the enterprise data warehouse projects.
Project Management Oracle Peoplesoft Pharmaceutical MS Visio Change Management Data Warehousing Database Reorganization Vendor Management Sales Project Planning
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Managing Consultant/Senior Project Manager
Feb 1998 - Oct 1998
  • Managed the development and implementation of a $5 million, 60-person project for the Family Assistance Management Information System (FAMIS) for the State of Missouri.
  • Oversight for both on
  • and off-site system development teams in Missouri and Arizona.
  • Responsible for client contract development and negotiations resulting in an accelerated payment schedule from the State for Tier.
Project Management
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Senior Program Manager and AD Manager
Information Technology
Feb 1988 - Feb 1998
  • Lead program manager for $30 million re-engineering effort of all legacy systems while managing a team of 10 legacy system analysts and programmers. Application development was performed off-shore while integration and implementations were conducted in Alabama, with a project team size totaling 50 managers, analysts, and developers.
  • Responsible for the development of multiple-project methodologies and modifications standards, and co-developed information strategy plan for re-engineering effort.
  • Directly responsible for strengthening core systems by developing and implementing eight major enhancements within four years and reducing the backlog of minor enhancements and problems by 80 percent in a two-year period.
  • Responsible for project budgets and executive management reporting and briefings to the president of EBSCO.

Previous Technical Experience Provided as needed

Application Development Program Management System Analysis
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Edit Skills
Non-cloudteam Skill
Education
Bachelor's in Computer Science and Marketing
University of Alabama
Certifications
PMP Certified, # 1386017
Certified SAFe 4 Agilest, # 81550998-8733
Certified SAFe 4 Practitioner, # 27276421-6928
Skills
Project Management
2021
21
Application Development
1998
10
Program Management
1998
10
System Analysis
1998
10
PMO
2021
9
Vendor Management
2008
9
MS Project
1998
1
MS SharePoint
1998
1
Process Improvement
2016
6
Auditing
2008
4
Billing
2008
4
BSA
2008
4
Change Management
2003
4
Data Warehousing
2003
4
Database Reorganization
2003
4
MS Visio
2003
4
Oracle
2003
4
Peoplesoft
2003
4
Pharmaceutical
2003
4
Project Planning
2003
4
Risk Management
2008
4
Sales
2003
4
Systems Integration
2008
4
Agile Methodology
2021
1
Business Intelligence
2009
1
Account Management
2019
1
SAP
2021
1
Stakeholder Engagement
2021
1