Senior Project Manager and Resource Manager

• Sep 2021 - Present

Sr. Project Manager & Portfolio Analyst

• Dec 2019 - Aug 2021

Lend ECO Proj Mgmt guidance to the GCIR Capability Program and Manage monthly governance of Global Distribution change portfolio . Leading medium to large complex, high impact projects . Partnering with stakeholders and management to ensure goals and objectives are met . Manage team and tasks to ensure timely, quality delivery that meets requirements within budget . Lead discussions with Product and GBS(IT) teams to integrate the Coric reporting process and ensure all Requirements are met. . Coordinate Product Owner and User Acceptance Testing for current and future drops of reports generated from new Coric report engine. . Draft monthly Global Distribution governance deck . Examine and analyze monthly status reporting to ensure consistency and accuracy over 25 Programs and Projects . Review and provide critical feedback on reported milestones, KPI’s and OKR’s to ensure accountability and transparency

Project Manager

• Feb 2018 - Dec 2019

Leading Infrastructure and Business process overview projects across a global platform. . Document current state and business requirements. . Schedule & managing thrice weekly Proj Team/IT huddles to track Dev progress and remediate raised issues . Manage team resources; assign and track deliverables. Schedule with other PM’s on any shared resource conflict . Draft and present bi-weekly stakeholder updates; RAG, accomplishments, Next Up’s, Risk & Milestone reviews . Present monthly updates to Governance cte’s and Senior Risk Leads across all Silo’s.

Sr. Project Manager - Finance Group

• Jun 2010 - Jan 2017

Manage multiple infrastructure projects by leveraging broad-based experience across Financial Operations, Internal Controls and Underwriting. Participate with key stakeholders in the delivery of strategic enterprise and technology initiatives by defining scope, schedules, deliverables and risk plans. Define, plan and manage all project management related activities that are part of the Financial Systems Technology. Collaborate effectively with developers and business analysts to ensure that projects are delivered with quality.

Sr Financial Analyst

• Mar 2005 - May 2010

 Conducted product performance analyses and generated monthly and quarterly reports using Access, Excel spreadsheets, and PowerPoint presentations for CFO, CEO, parent company executives, and rating agencies.  Compiled quarterly investment footnote schedules for review and inclusion in SEC 10Q submissions. Drafted MD&A commentary for Quarterly Management Reporting packs.

Group Underwriter

• Dec 2001 - Mar 2005

 Conducted ongoing financial valuation of group claims experience relative to pricing. Evaluated group risk of associations and impact on subsequent product pricing.  Reviewed performance of new and existing businesses, underwriting within quality and productivity standards.  Member of team involved in takeover of $10 million term life block of business from another insurer, participating in out-of-state meetings and analyzing prior year claims, premium income, and lapse data to evaluate deal viability.