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Compliance Technology
25 years experience Jacksonville, FL
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Compliance Technology
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Project Management Change Management Process Improvement Program Management Microsoft Excel MS Project Compliance Data Services Quality Assurance Sourcing
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Recent Experience
Compliance Technology 01/12 - present
01/11 - 01/12
01/10 - 01/11

of Professional Background Summary: 35 plus years of leading large programs and strategic business units. Diverse experiences and achievements as a senior manager in consulting organization, federal and state agencies, and commercial entities. Experience includes managing process improvement initiatives, planning and managing large programs and project portfolios in Oil and Gas, Telecommunications, financial and government sectors. Summary of my experience is provided below:
• Implemented and managed Project Management Methodologies including waterfall, Agile, Rapid Application Development (RAD), and Earned Value Management (EVM).
• Defined, developed and established PMO processes, procedures, and metrics to manage multi-million-dollar project portfolios.
• Direct Management of IT professionals in global operations, process improvement and execution, Program, Portfolio and Project Management.
• Successfully led teams providing integration services, earned value management, cost benefit analyses, and delivered financial planning application.
• Led organizations to established quality standards in order to achieve ISO 9001-2008 certification and CMMI Level 2 appraisals.
• Successfully established processes to identify and manage quality and risks
• Strong mentoring and career counseling experience.
• Results-driven and hands-on pacesetter that builds high-performance teams and establishes long-term customer relationships.
• Subject Matter Expert on Project Management Tools including MS Project (All Versions through 2010), HPPM (HP Project and Portfolio Management). Summary: Subject Matter Expert for the PMO in the development of processes, procedures and metrics using Deloitte's Project Management tool for Gennie Mae and Department of Transportation initiatives. The following are accomplishments:
• Designed a quality project management schedule checklist and template using project management best practices.
• Developed a process and program initiation quick start checklist to standardize
• Developed projects plans that were used to demonstrate metrics using PMC.
• Demonstrated the PMC capability to executives at Department of Transportation.
• Established the project metrics and Service Level Agreements (SLAs).
• Trained Deloitte and subcontractors on PMC tool processes and procedures.
• Developed and presented maintenance processes and procedures to DOT executives. Client: Bank of America Program: Financial Services Road Map (FSR) Summary: FSR is a $150 million-dollar business consolidation and SAP implementation program. Responsible for the development of planning and scheduling of the releases based on client's corporate standards. Analyzed the release requirements of the program, evaluated and recommended a web based tool to manage project and portfolio that is the best fit for the PMO planning and scheduling function. The following were accomplishments:
• Planned a structured approach to manage and integrate multiple releases.
• Established project management standards to ensure the development of quality schedules.
• Integrated multiple projects and work streams into releases.
• Simultaneously managed 4 releases to successful completion.
• Developed weekly program metrics for Bank of America and Deloitte leadership.
• Trained Bank of America executives on the project tool and its functionalities.
• Created change management process to manage PMC weekly schedule changes.
• Developed a transition plan and transitioned the planning and schedule management function to client PMO. Client: Deloitte Program: Deloitte Program Management Playbook Summary: Redesigned the Deloitte Playbook which consisted of industry best practices
• Reengineered Development Phase process flow diagrams in Microsoft Visio.
• Standardized list of all federal requirements.
• Unified federal deliverable requirements common to all agencies.
• Identified and assigned requirements to appropriate flows within the SDLC process.
• Created templates to assist the practitioners with documentation of the common federal deliverables. Client: Ginnie Mae Program: Purge and Archive Project Summary: Managed a project team comprising of Deloitte personnel, large and small businesses in the requirement phase of the project. The project included establishing data retention requirements on a transactional database, develop a data strategy to archive and purge the data and create a reporting environment. Additional accomplishments include:
• Accomplished requirements phase of the project on time and under budget.
• Produced a white paper proposal which included detailed project schedule, resources and cost estimates for all the subsequent phases of the project (Design through Deployment) which was accepted by the client.
• Implemented a project plan for the development phase.
• Created MS Project and Excel based templates to track status of subtask deliverables.
• Designed Excel based template to resolve resource constraint issues across all projects. TECHNOLOGY AND PROGRAM MANAGEMENT CONSULTANT Multiple consulting companies 2000 - 2010 Assignments: Department of Transportation (DOT), Lockheed Martin, Federal Air Marshall Service (FAMS), State of Maryland, National Institute of Standards and Technology (NIST), Bureau of Census Summary: Led the appraisal of firm achieving CMMI Level 2 and ISO 9001-2008 certification requirements. Developed comprehensive proposal processes for proposal timeline, competitive pricing strategy, hiring strategy, and partnership negotiations (with subs and primes) on Federal and State proposals. Program and process Advisor to the St

Top 5 Skills
SkillsProficiencyLast Used
Project Management
Change Management
Process Improvement
Program Management
Microsoft Excel
Education and Certifications
University of Texas Odessa Texas
Chicago Tech
ISO 9001-2008 certification requirements,
Willing to relocate?:No
Prepared to Travel:No travel (0%)
Employment Type:
Security Clearance:No clearance