~ Sr. Project Coordinator / Jr. Project Manager ~

Project Management w Customer Management w Analysis & Research

 

Self-starter, process-oriented and result-driven professional brings 15+ years of experience with a focus on project management and business analysis. Strong knowledge of end-to-end IT project procedures from initiation through closure and process improvement initiatives.

ü       Management of small to medium size client centric projects

ü       Business process analysis and improvement through the use of technology

ü       Requirement specifications gathering and documentation

ü       Revenue / resource forecasting and monthly reconciliation

ü       Proficient in Microsoft Office Suite, Visio, SharePoint, Project, AWD, SalesForce, Jira, some SQL knowledge

ü       Bilingual in English and French

	Core Competencies
Project Management		Process Improvement	Documentation
Application Analysis		Scorecard reporting & metrics	Document Management

 

International Decision Systems ▪ Minneapolis, MN

Coordinate small to medium client centric projects as they relate to software enhancement.  Analyze customers’ needs and requirements, consult with Technical and Legal resources, develop Statement of Work, manage the editing and approval process, and consult on resource assignments and project initiation.  Report and track all projects’ financials for the Professional Services department and serve as a global liaison between the US, APAC and EMEA offices.

ü       Manage multiple small to medium projects: monitor project deliverables and progress through communication with project members, deliver project status including financials, reconcile customer’s invoices against hours used.  Setup projects in company management tools and maintain project documentation on Sharepoint.

ü       Process Improvement: developed in collaboration with Finance a weekly scorecard process to report on the health of all Professional Services projects. Enhanced internal workflow with process improvement suggestions.

ü       Manage forecasting and Project scorecards: responsible for producing weekly scorecards, resource and revenue forecast, coordinate with finance on billable projects ready for invoicing, manage monthly project and revenue reconciliation within SalesForce.

 

BlackDog IT Solutions ▪ Roseville, MN

Managed multiple company wide improvement projects and served as Operations Manager.  Functions included accounting and billing, interfacing with vendors, HR documentation, administration and payroll, process documentation, technical documentation, and new client on-boarding

ü       Liaise with key business stakeholders to create and maintain Standard Operating Procedures (SOP) documentation. Work with new clients to analyze business requirements, recommend solutions, and ensure compliance project parameters and successful on-boarding.

ü       SalesForce Level 2 Support: created internal process documentation for Level 2 Techs to support pharmaceutical clients on Veeva application.

ü       Handle HR functions including interfacing with vendors, payroll processing, accounts payable and accounts receivable.

 

Woodbury Financial Services (Previously The Hartford) ▪ Oakdale, MN

Led multiple process improvement projects for the organization. Analyzed business requirements, wrote technical requirements, developed application design, created comprehensive test plans, conducted testing, and updated documentation.

ü       Contributed to company wide projects: e-mail migration and desktop migration.

ü       Contributed to the migration of AWD to another platform.

ü       Maintained IT department projects dashboard.

 

The Hartford ▪ Woodbury, MN

Managed multiple AWD improvement projects for three lines of business (Life Insurance, Mutual Funds and Brokerage.)  Analyzed business requirements, wrote technical requirements, developed application design, conducted testing and produced comprehensive documentation of system modifications.

ü       Improved process efficiency by creating and enhancing AWD business workflows.

ü       Created and maintained lines of business correspondence in Encorr.

ü       Lead unit AWD continuing education by coordinating bi-monthly classes with the Vendor.

ü       Contributed to unit methodology project by creating guidelines and implementing them within the unit.

 

 

Pacific Life ▪ Newport Beach, CA

Executed comprehensive research and defined requirements regarding new products and state requirements; interviewed stakeholders, created test plans and completed testing.

ü       Lead Analyst on Image Editor Project. Administered and evaluated project scope, delegated tasks among analysts, led status meetings, and updated the management on team progress.

ü       Completed system conversion/migration of multiple life insurance products to Cyberlife. Researched, ran transactional entries, updated state specific tables and verified that output matched output generated in the retired system.

ü       Spearheaded the analysis, design, and creation of all system generated documents, including billing, policy pages, and correspondence documents for Cyberlife and ensured compliance with State regulatory requirement.

 

 

Agency Field Specialist/Life Insurance Processor ▪ State Farm Insurance Companies, Costa Mesa, CA

 

 

Master of Arts in Organizational Leadership ▪ University of Saint Catherine, Saint Paul, MN

Bachelor of Arts in Business ▪ European Business School, Paris, France

Insurance Education: HIAA, Ind. Part A & B, LOMA 280, 290, 301 & 310 wB2T Analysts Training