Experience

Firefighters First Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Senior Project Manager

  • Aug 2021 - Present

  Pasadena, California, United States • Responsible for successful planning and execution of complex projects that directly relate to the institution's strategic goals. • Define and manage project scope, time, costs, project plan & schedules, financials, proposals, status reports, functional requirements, test plans, flowcharts, technical summary, and other project deliverables. • Create collaborative communication with stakeholders at multiple levels, including stakeholders outside of the organization. • Monitor… Show more • Responsible for successful planning and execution of complex projects that directly relate to the institution's strategic goals. • Define and manage project scope, time, costs, project plan & schedules, financials, proposals, status reports, functional requirements, test plans, flowcharts, technical summary, and other project deliverables. • Create collaborative communication with stakeholders at multiple levels, including stakeholders outside of the organization. • Monitor, measure, and report project progress to management and clients. • Develop contingency plans to mitigate and address risks, restraints, and assumptions. • Identify and manage project dependencies and critical paths. • Identify project gaps and present stakeholders with additional solutions. • Coach, mentor and motivate project team members and vendors, and influence them to take accountability and positive action for their assigned work. Provide focus and direction to team members to reach targets and deadlines. • Evaluate vendors and systems, analyze system and data requirements for new software/applications, including data migration methods, and provide best practice solution recommendations to meet business objectives. • Work with business owners to assess vendor products and interfaces impacted by projects and make recommendations for cost-effective, efficient improvements. • Coordinate the development and approval of the business requirements document, operational conceptual diagram, and systems requirement statement. • Evaluate test scripts and test plans for completeness and accuracy. • Coordinate and monitor vendors and contractors. • Conduct project lessons learned and identify any post-go-live tasks remaining. Show less



Golden 1 Credit Union

• United States
• Banking
• 700 & Above Employee

• Project Manager

  • Jun 2019 - Aug 2021

  Sacramento, California Area • Responsible for successful planning and execution of complex projects that directly relate to the institution's strategic goals. • Develop business cases, project plans, project schedules, and other project documentation in compliance with Project Management Office processes. • Create collaborative communication with stakeholders at multiple levels, including stakeholders outside of the organization. • Develop contingency plans to mitigate and address risks, restraints, and… Show more • Responsible for successful planning and execution of complex projects that directly relate to the institution's strategic goals. • Develop business cases, project plans, project schedules, and other project documentation in compliance with Project Management Office processes. • Create collaborative communication with stakeholders at multiple levels, including stakeholders outside of the organization. • Develop contingency plans to mitigate and address risks, restraints, and assumptions. • Identify and manage project dependencies and critical paths. • Identify project gaps and present stakeholders with additional solutions. • Coach, mentor and motivate project team members and vendors, and influence them to take accountability and positive action for their assigned work. Provide focus and direction to team members to reach targets and deadlines. • Work with business owners to assess vendor products and interfaces impacted by projects and make recommendations for cost-effective, efficient improvements. • Evaluate test scripts and test plans for completeness and accuracy. • Conduct project lessons learned and identify any post-go-live tasks remaining.

• Digital Banking Analyst

  • Apr 2014 - Jul 2019

  Sacramento, California, United States • Successfully planned and executed several IT projects with the Desktop Support team. • Successfully planned and executed quarterly mobile and online banking upgrades. • Implemented the following high-level features for Mobile and Online Banking channels: complete revamp of both Mobile and Online Banking, Instant Balance, Mobile PIN, Mobile Touch ID, Real-time Credit Card Processing, Debit Card Alerts, Loan Center on Mobile, Mobile Deposit auto-capture and Mobile app UX… Show more • Successfully planned and executed several IT projects with the Desktop Support team. • Successfully planned and executed quarterly mobile and online banking upgrades. • Implemented the following high-level features for Mobile and Online Banking channels: complete revamp of both Mobile and Online Banking, Instant Balance, Mobile PIN, Mobile Touch ID, Real-time Credit Card Processing, Debit Card Alerts, Loan Center on Mobile, Mobile Deposit auto-capture and Mobile app UX refresh. • Created and maintained project schedule, test scripts, and internal training and communication. • Defined, developed, and implemented quality assurance procedures and end-user test plans. • Gathered business requirements from end-users thru task analysis and business processes. • Reviewed functional requirements with IT staff to ensure business requirements are adequately represented. • Identified, developed, and communicated contingency plans to mitigate and address risks, restrains, assumptions, and critical paths. • Modified developer settings and downloaded the app via Android SDK command and Apple iTunes to prepare devices for the testing phase. • Utilized mobile apps, such as TestFlight, Keynote, Numbers, and Pages, for smoother implementation. • Completed thorough testing of all new features within Mobile Banking and Online Banking channels. • Provided final signoff to release code to production to ensure continuing operational quality. • Addressed escalated member concerns regarding any mobile and online banking experience. • Prepared routine reports ensuring the company’s goals and initiatives are met.



Schools Financial Credit Union

• United States
• Banking
• 1 - 100 Employee

• Business Analyst/Project Manger

  • May 2010 - Apr 2014

  Sacramento, California, United States • Developed business cases, project plans, communication plans, risk plans, project charters, status reports, and weekly stakeholder updates. • Led discussions with business areas and project teams for the development and implementation of strategic initiatives. • Analyzed internal processes to identify inefficiencies and offer viable solutions that will improve member service and reduce the overall cost of doing business. • Completed complex analysis for fall and spring planning… Show more • Developed business cases, project plans, communication plans, risk plans, project charters, status reports, and weekly stakeholder updates. • Led discussions with business areas and project teams for the development and implementation of strategic initiatives. • Analyzed internal processes to identify inefficiencies and offer viable solutions that will improve member service and reduce the overall cost of doing business. • Completed complex analysis for fall and spring planning sessions to determine enterprise-wide strategic goals and initiatives. • Conducted statistical analysis and participated in the development of the business model, forecasting, trend analysis, and projections for the Board of Directors. • Identified project gaps and presented stakeholders with additional solutions. • Administered Touche Analyzer MCIF system for trending and projection gathering. Show less



OneAZ Credit Union

• United States
• Banking
• 200 - 300 Employee

• Project Manager

  • Aug 2006 - Sep 2009

  Phoenix, Arizona, United States • Successfully planned and executed complex projects that directly related to the institution's strategic goals. • Developed business cases, project plans, project schedules, and other project documentation in compliance with Project Management Office processes. • Formed collaborative communication with stakeholders at multiple levels, including stakeholders outside of the organization. • Led the research phase to select appropriate vendors and assisted in completing Request for… Show more • Successfully planned and executed complex projects that directly related to the institution's strategic goals. • Developed business cases, project plans, project schedules, and other project documentation in compliance with Project Management Office processes. • Formed collaborative communication with stakeholders at multiple levels, including stakeholders outside of the organization. • Led the research phase to select appropriate vendors and assisted in completing Request for Proposal for all high-level projects. • Developed contingency plans to mitigate and address risks, restraints, and assumptions. • Identified project gaps and presented stakeholders with additional solutions. • Evaluated test scripts and test plans for completeness and accuracy. • Helped to develop project management tools for our strategic initiatives. Show less