Experience

Systems Personnel Inc.

• Staffing and Recruiting
• 1 - 100 Employee

• Project Manager

  • Jan 2021 - Present

  Buffalo-Niagara Falls Area Delivered six successful Implementations in just over two years, five SaaS and one On Prem (distributed to nine locations globally). - Migrated manual legal invoice process for Outside Counsel to SaaS platform (LegalTracker-Thomson Reuters), on schedule and under budget. - Delivered Quality Assurance platform (Reliance) upgrade through platform reseller ETQ. - Delivered Solidworks ePDM assembly and part drawing management platform to nine North American, UK, and Israeli production… Show more Delivered six successful Implementations in just over two years, five SaaS and one On Prem (distributed to nine locations globally). - Migrated manual legal invoice process for Outside Counsel to SaaS platform (LegalTracker-Thomson Reuters), on schedule and under budget. - Delivered Quality Assurance platform (Reliance) upgrade through platform reseller ETQ. - Delivered Solidworks ePDM assembly and part drawing management platform to nine North American, UK, and Israeli production sites. - Delivered asset management enhancements to EasyVista support platform. - Assumed management of Microsoft Power BI project, migrated dashboards from Oracle OAC via Snowflake. - Assumed Agile management of Robotic Process project, delivered remaining 3 Bot Sprints. - For 2023 I am managing continuation of Data Lake platform migrations, and next prioritized RPA Bot sprints. Show less



Baughan Consulting Group, LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Project Manager

  • Jan 2019 - Jan 2021

  Buffalo/Niagara, New York Area Key deliverable roles and accomplishments: • As sprint Servant Leader I coached my teams to find collaborative solutions. • As deployment Project Manager I designed and delivered the program deployment procedures, and worked with stakeholders to clearly set success metrics. • My greatest accomplishment with this company was a successful large-scale program Deployment Manager contract with M&T Bank to migrate over 25,000 physical and VMWare PCs from Windows 7 to Windows 10. o I was a… Show more Key deliverable roles and accomplishments: • As sprint Servant Leader I coached my teams to find collaborative solutions. • As deployment Project Manager I designed and delivered the program deployment procedures, and worked with stakeholders to clearly set success metrics. • My greatest accomplishment with this company was a successful large-scale program Deployment Manager contract with M&T Bank to migrate over 25,000 physical and VMWare PCs from Windows 7 to Windows 10. o I was a key decision maker for the vendor selection, and management: From RFP thru boots-on-the-ground deployment logistics. o Scheduled and directed over 100 locations, primarily in the Mid-Atlantic region. o Implemented background check procedure for third-party vendor technicians. o Ran daily “triage” meetings with contractors/FTE’s to confirm sprint success, review and resolve issues, and perform a backlog review to refine our process from any lessons learned that sprint. o Conducted weekly calls with vendor management to triage issues and refine process. o Delivered weekly status Tableau reporting to Program Governance and sponsors. o Managed technology faults/issues with engineers in weekly meetings. o Weekly asset management meetings to ensure project inventory. o Craft UX (User Experience) training and promotional materials. • Software tools in this role: MS-Office 365 (including Project, Access, Excel, etc); SharePoint; Juriba Dashworks; and, LiveAction Enterprise Software. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Jan 2018 - Jan 2019

  Buffalo/Niagara, New York Area Digital Strategies Analyst Key deliverables and accomplishments: • Re-engineered existing processes in Commercial Banking. • Leveraged SIPOC and other Six Sigma tools to assess existing processes, then define change success metrics, execute process changes, then follow-up by measuring the change savings. • Analyze operational process flows, then propose and implement time, and especially, cost saving changes. Some manual processes were replaced with robotic saves. • In a key… Show more Digital Strategies Analyst Key deliverables and accomplishments: • Re-engineered existing processes in Commercial Banking. • Leveraged SIPOC and other Six Sigma tools to assess existing processes, then define change success metrics, execute process changes, then follow-up by measuring the change savings. • Analyze operational process flows, then propose and implement time, and especially, cost saving changes. Some manual processes were replaced with robotic saves. • In a key success, compressed Commercial Credit line draw-down approval flow for a 45 minute reduction of a four-hour process. • Software tools in this role: MS-Office 2010; SharePoint; Clarity time/resource management software; Atlassian Jira; and Blue Prism.

• Business Analyst

  • Dec 2012 - Jan 2018

  Buffalo/Niagara, New York Area AVP Business Analyst II Key deliverables and accomplishments: • Delivered over 20 Compliance medium/large enhancement projects to the “Customer Due Diligence” onboarding platform. These were US financial crime prevention enhancements for anti-money laundering and customer vetting, as well corporate tax withholding filters for foreign profits. • Delivered high-profile Commercial (CMB) credit workflow project for US Commercial customer credit deals. The platform design needed to be… Show more AVP Business Analyst II Key deliverables and accomplishments: • Delivered over 20 Compliance medium/large enhancement projects to the “Customer Due Diligence” onboarding platform. These were US financial crime prevention enhancements for anti-money laundering and customer vetting, as well corporate tax withholding filters for foreign profits. • Delivered high-profile Commercial (CMB) credit workflow project for US Commercial customer credit deals. The platform design needed to be compliant with HSBC Global “Golden Standard” initiative to streamline bank processes worldwide. • Managed projects during this time in both waterfall methodology and Agile Sprint methodology. • For agile projects: o Organized business Epic-Story-Task requirements on Jira platform. o Daily (most of the time) scrum calls with global team. o Drove backlog review meetings with operational product owners. o Delivered in four-week sprints. • For waterfall projects: o Produced Business Requirement Document (BRD) for each major release. o Organized SIT and UAT testing timeframes, as agreed upon and scheduled with business managers and off-shore testing team. o Engaged Technology budget managers to estimate cost, and commit resources to meet delivery schedule. o Product owner acceptance sign-off conference, with team consensus. • Software tools in this role: MS-Office; SharePoint; Clarity time/resource management software; Atlassian Jira sprint management platform; IBM Business Process Management (BPM) workflow platform.



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• Project Manager

  • Sep 2008 - Dec 2012

  Buffalo, New York, United States Team Manager - Investment Business Services AVP Key deliverables and accomplishments: • As the Trust Business Services Manager, I led a team of four direct-report Business Analysts for Trust strategic projects, and business-as-usual (BAU) support. • Prioritized and scheduled of business unit development requirements. • Delivered 10 month project to merge $142B Trust portfolio into new SEI Hosted Trust accounting $256.2B portfolio. • Delivered revenue generating platform to… Show more Team Manager - Investment Business Services AVP Key deliverables and accomplishments: • As the Trust Business Services Manager, I led a team of four direct-report Business Analysts for Trust strategic projects, and business-as-usual (BAU) support. • Prioritized and scheduled of business unit development requirements. • Delivered 10 month project to merge $142B Trust portfolio into new SEI Hosted Trust accounting $256.2B portfolio. • Delivered revenue generating platform to automate the collateralization of Institutional Custody client assets. • Directed technology members on migration steering committee. • Led continuity planning with legacy business units. • Software tools in this role: MS-Office Suite; SharePoint; Sungard Trust/Securities software, SEI Trust/Securities hosted platform.

• Business Analyst

  • Sep 2002 - Sep 2008

  Buffalo, New York, United States Business Analyst – Retail Business Services, Banking Officer Key deliverables and accomplishments: • Produced Business Requirement documents for strategic initiatives, software migrations, and bank acquisitions (Two large acquisitions, Four medium/small acquisitions). • Delivered 14 authorization systems projects that enhanced the market-exposure of M&T Bank branded debit cards. These projects were collaborated with corporate marketing delivery team. • Led the electronic… Show more Business Analyst – Retail Business Services, Banking Officer Key deliverables and accomplishments: • Produced Business Requirement documents for strategic initiatives, software migrations, and bank acquisitions (Two large acquisitions, Four medium/small acquisitions). • Delivered 14 authorization systems projects that enhanced the market-exposure of M&T Bank branded debit cards. These projects were collaborated with corporate marketing delivery team. • Led the electronic transaction processing design team when M&T Bank re-entered consumer credit card market. • Led the electronic transaction processing team for the bi-annual business continuity, disaster recovery exercises. • Decision-maker for talent acquisition of full-time and contractor help with acquisitions and BAU projects. • Supported ATM initiatives to build out a 2000+ ATM network in M&T Branches, and third-party ATM processors. • Supported external financial network initiatives and BAU changes with STAR, Visa and NYCE. • Software tools in this role: MS-Office Suite; SharePoint; trans-24 IBM host financial authorization system; Base-24 transaction authorization processing system; MS-SQL ATM-Manager-Pro management software.