Experience

Boeing Employees Credit Union (BECU)

Senior Enterprise Project Manager

Dallas, TX

September '22 –  PRESENT


BECU  is a full service financial institution that's  committed to improving the financial well-being of its members and communities. Through BECU's financial products, services and educational outreach, they help their members save money and achieve their financial goals.


Serving as a Senior IT Project Manager, in an Enterprise Environment, managing multiple teams and work streams. Joined PMO team to assist BECU with conversion to an Agile/SCRUM framework. Entrusted to lead data driven software development within a corporate financial institution that offers a full service portfolio of banking and financial products to its members. Daily interactions include working directly with leadership teams, stakeholders and key decision makers. Placed within a position of trust to lead teams responsible for top, key projects and initiatives.


Applied Skills:
  • Agile methodologies, timeline creation/management and SCRUM Master in Agile/SCRUM framework
  • Coaching and mentoring of team members in BECU’s transition to an Agile/SCRUM environment
  • Leads SCRUM rituals such as sprint planning, backlog refinement, sprint demos and retrospectives
  • Management of multiple teams, with most individuals working 100% remote.
  • Frequently involved in resource management and strategy
  • Project tools leveraged include SharePoint, Clarizen, Mural, ServiceNow, ADO and Leankit
  • Documentation of project deliverables, meeting notes, estimations and processes
  • Presentation material development & delivery
  • Directly collaborates with senior management team, to oversee scope and change control
  • Road-mapping and outlining of project scope as well as maintenance of timeline and goal tracking
  • Central point of communication for project team (strategy, creative, development, QA, etc.)
  • Daily interaction and management of third party partners related to Enterprise Data Warehouse

Coenterprise

Senior I.T. Project Manager
Dallas, TX
October '21 –  September '22

Coenterprise is noted as an award-winning enterprise software and services company that leverages EDI to deliver supply chain and business analytics solutions and services that are changing the way companies connect and do business, within the supply chain realm.

Serving as the Senior IT Project Manager, in an Agile environment, managing multiple teams and work streams.  Joined leadership group, reporting directly to CPO, to build domestic and offshore teams in order to scale up for aggressive 2022 initiatives. Entrusted to lead software development, support and infrastructure teams to maintain and enhance the enterprise software service that leverages EDI, allowing client companies to analyze their data, break down barriers and make smarter, faster decisions within the supply chain realm. Daily interactions include working directly with C-level suite and key decision makers. Placed within a position of trust and leadership to design and document new business processes, while mentoring and aggressively expanding offshore teams.

Applied Skills:
  • Agile methodologies, timeline creation/management and SCRUM Master in Scaled Agile framework
  • Leads SCRUM rituals such as sprint planning, backlog refinement, sprint demos and retrospectives
  • Management of multiple teams, with all individuals working 100% remote.
  • Working directly with C-level to critically prioritize resources and project initiatives
  • Team resource allocation and bandwidth analysis/management
  • Daily management of JIRA project board as well as leveraging JQL to generate metrics/reports
  • Developed multiple custom JQL powered spreadsheets to track sprint velocity/status and bandwidth
  • Project tools leveraged include Sharepoint, Confluence, Smartsheet, Pendo and Aha
  • Documentation of project deliverables, meeting notes, estimations, processes and runbooks
  • Presentation development & delivery, directly to executive team, via Power Point
  • Directly collaborates with senior product team, to oversee scope and change management 
  • Crafts company facing communications and updates
  • Road-mapping and outlining of project scope as well as maintenance of timeline and goal tracking
  • Central point of communication for project team (strategy, creative, development, QA, etc.)

Loanbeam

Senior I.T. Project Manager
Dallas, TX
October '20 –  October '21

Loanbeam is noted as a premier custom mortgage and lending software company that leverages patented technologies to streamline the loan application process.

Served as the Senior Project Manager, in an Agile environment, managing multiple work streams. Entrusted with lead position in program management of full platform update of primary software offering that digitally extracts financial and PII information from documentation, into consumable data points, within the mortgage and lending process. Daily management of multiple offshore teams as well as domestically located team members. Daily interactions include working directly with C-level suite, primary stakeholders and investors. Tasked with developing the PMO, while directly reporting to the CTO and moving towards the goal of taking the position as Program Manager over PMO department. Leadership of overall program and offshore/onshore teams involves management of 30+ resources and over 1.3M dollars within the 2021 budget. In addition to managing the new platform 2.0 release, duties include working closely with marketing in the overall process of the rebranding effort for 2021.

Applied Skills:
  • Agile methodologies, timeline creation/management and sprint cadence management
  • SCRUM rituals such as sprint planning, backlog refinement, sprint demos and retrospectives
  • Proven effectivity in working 100% remote during Covid-19 crisis.
  • Management of multiple teams, with all individuals working fully remote.
  • Worked directly with C-level and Manager of Development to maintain budget and resourcing
  • Team resource allocation management and adjustments
  • Daily management of JIRA project board as well as leveraging of JQL to generate metrics
  • Developed and maintain custom JQL based spreadsheets to tracking team sprint velocity/status
  • Project tools leveraged include Microsoft Teams, Confluence, Smartsheet and Zeplin
  • Documentation of project deliverables, meeting notes and work estimation (LOE)
  • Presentation development & delivery, directly to executive team, via Power Point
  • Presided over scope and change management 
  • Managed communications amongst leads in a Scaled Agile setting
  • Road-mapping and outlining of project scope as well as maintenance of timeline and goal tracking
  • Central point of communication for project team (strategy, creative, development, QA, etc.)

Bottle Rocket Studios

Senior I.T. Project Manager
Dallas, TX
June ‘17 –  March '20

Bottle Rocket Studios is noted as a premier mobile app and custom software development company that specializes in digital transformation and business solutions 
within both the PaaS and SaaS landscapes.

Served as Senior Project Manager, in an Agile environment, delivering industry leading mobile/web application design and development to both domestic and internationally based corporations. Daily project management duties involve leading teams consisting of Creative, Development, Business Strategy and Quality Assurance who work in synergy to move the client objectives quickly and effectively through the SDLC process. While many projects are eCommerce B2C based, Bottle Rocket specializes in delivering Enterprise level end-to-end solutions in the B2B realm as well. Projects range in size from $150K engagements to multi-million dollar contracts involving multiple Statements of Work (consecutive & concurrent).

Applied Skills:
  • Agile methodologies
  • SCRUM rituals such as sprint planning, backlog refinement, sprint demos and retrospectives
  • Effective at working remote as well as management of remote team members & resources
  • JIRA task/ticket tracking and assignment
  • Project tools such as MS Project, SmartSheet, Asana and Confluence, 10,000 Feet
  • Application release execution and management
  • Timeline creation and management
  • Documentation of project deliverables, meeting notes and work estimation (LOE)
  • Presentation development & delivery via PowerPoint and KeyNote
  • Resource management and focus allocation
  • Intra-team communication
  • Involvement in user-testing (focus groups)
  • Scope management and change order creation and approvals
  • Client communication and management, Executive Status Reports
  • Obtaining client sign-off on tasks, deliverables and project completion/delivery
  • General meeting management
  • Road-mapping of project scope and timeline
  • Central point of communication for project team (strategy, creative, development, QA, etc.)
  • Management of independent contractors and vendors when applicable on a project
  • Budget burn and hour/expense tracking
  • Client team relations, satisfaction and account management
Highlighted Areas of Experience 

SaaS Scrum Master

Agile Methodologies Applied in SCRUM Environment

  • Lead Scrum team in the continuous development of Strategy, Design and Development of iOS and Android applications.
  • Defined scope and lead meetings with core business groups and stakeholders
  • Ensured development and QA teams stayed on track for each sprint. 
  • Guided QA process of the implementation of new features to ensure functions worked as designed.
  • Created an extensive and colllaborative template applicable to all new projects in efforts to streamline project process.
  • Set deadlines, expectations and goals and coach leaders of each project to affirm precise delivery time frame.
  • Successfully managed team hours and budget as well as proper resource allocations.

Mobile, Web and Platform Release Process Management

  •  In charge of performing release of iOS and Android mobile apps.
  • In charge of performing release of software updates for Roku, Amazon FireTV, Apple TV OS.
  • Collaborated with backend developers and QA to smoothly release software updates and migrations.
  • Served as point of contact for all third party interactions that supported platform development dealing with online chat, content management and ad/marketing management.



Developed and Collaborated with Department Experts to Streamline Best and Standard Practices

  • Continuously analyzed processes for inefficiencies and contributed optomization suggestions for PM Deparment.
  • Worked with SMEs to research best practices in order to create templates to organize and standardize project processes.
  • Documented proven practices and lessons learned for overall project management process.
  • Worked with leadership to identify cross-training needs that wouild best arm fellow project managers in leading cutting edge development teams.

Exigo

Client Implementation Project Manager
Dallas, TX
January ‘15 – April ‘17


Served as a Client Implementation Manager in an agile, ecommerce environment, providing PaaS (Platform as a Service) integrated solutions, to direct sales clients. Daily project management, performed throughout the SDLC process, effectively ensures the delivery of a flexible and scalable platform, to many of the top companies in the DSA industry. Vanguard technologies keep pace with growing demand for integrated solutions that perform in both desktop and mobile environments.


Applied Skills:
  • Integrated proprietary Exigo technologies to deliver a client specific ecommerce solution.
  • Managed full SDLC process by integrating business analyst, project management and developer efforts.
  • Effectively worked remote as needed and also managed remote team members & resources.
  • Integrated with 3PLs and a full array of payment vendors to satisfy client business needs.
  • Facilitated ETL process for client data, including payment/credit card data, within a fully PCI compliant environment.
  • Analyzed and improved internal business processes in order to enhance efficiency thereby shortening cycle time for client requests.
  • Engaged in frequent rapid paced communication with client teams, field reps and top executives.
  • Served as point of contact for issue control, error monitoring and resolution.
  • Worked with development team leads to handle client customizations, change control and new scope material.
  • Manage and control client costs via monitoring of estimates versus billable hours within projects.
  • Integral with resource on-boarding, documentation development and coaching.

American Heart Association

Lead Business Analyst  (Contract)
October ‘14 – December ‘14 
Dallas, TX


Served as the Lead Business Analyst, within a short-term contract position, to elicit and compile business requirements for the American Heart Association’s new accreditation model. Utilized full waterfall methodologies to integrate business needs with the organizations technical initiatives. Involved in daily interactions with the business in a fully projectized environment.


Applied Skills:

  • Developed full complement of business requirements documents, approved by the business and handed off to development team.
  • Created complex business process flow diagrams via Microsoft Visio.
  • Conducted requirements elicitation interviews with stakeholders.
  • Performed full documentation of current business processes in order to analyze and develop future state models.
  • Collaborated frequently with project and program manager with regard to project needs, milestones and project timeline.  

PFS Web

SOLUTIONS ENGINEER  (Contract) 
April ’14 – October ‘14
Dallas, TX


Served as a Solutions Engineer, generating integrated solutions to meet and exceed client needs. Effective results delivered to client by utilizing project management methods and procedures, gathering technical requirements and ensuring those requirements are successfully satisfied by development team. Involved in daily collaboration with I.T. and project management departments while utilizing tools that were both custom and enterprise solutions.


Applied Skills:

  • Integrated Demandware to deliver eCommerce solutions to client.
  • Utilized HPQC (Hewlett-Packard Quality Center) ticket system for QA and UAT defect management.
  • Managed full SDLC process by integrating department resources and project management team.
  • Lead SCRUM meetings throughout project cycle.
  • Performed frequent editing and troubleshooting of XML data files.
  • Managed and executed software builds to development (DEV), Staging and Production (LIVE) environments.
  • Integrated Third party solutions into Demandware/PFS Web coding platforms.
  • Issue control, Error monitoring and resolution.
  • Frequent use of SFTP clients, SVN and build servers.
  • Worked with creative team to handle client content generation, adjustments and implementation.
  • Used ActiveCollab and Project Insight to manage resources and project tasks, files and timelines.

Data Paradigm Inc.

Team Lead
April ’11 –  April ’14
Dallas, TX


Advanced and lead a team serving clients in a high-performance and fast paced environment. Overall scope encompasses the business protocol and ability to develop top-notch software based products, ahead of schedule. Flexible, innovative and customer service oriented delivery ensures our success as a team and a company. Multiple successive client market base expansions are a testament to proven track record.


High Level Tasks Included:
  • Actively serving as the conductor by which client needs, concerns and business objectives are addressed and executed.
  • Team management and project prioritization both within team and within departments.
  • Fast paced communication between client, team and upper management members often involving reports, presentations and correspondence with top client executives.
  • Client relationship support through proper harmonization of client expectations and company agreements.
  • Provides coaching and team member support while serving as a role model and leader.
  • Personnel management spanning the hiring/termination processes as well as in and out of office scheduling.

Core Skills Utilized Frequently:
  • E-commerce within PCI compliant environment
  • Client communications
  • Project management & project cycle improvement within agile environment
  • Mobile application development and maintenance
  • Conduct & participate with daily SCRUM calls
  • Sprint Planning
  • Team/Client facing ticket system management
  • Reporting
  • Business requirement gathering, review and approval
  • Management of multiple clients/teams
  • Mentoring & coaching
  • Employee interviews/reviews/write-ups/termination
  • LOE authoring and per client SLA
  • Data analysis & troubleshooting
  • Business Presentation internal and & client facing
  • Performed both large & small project software releases
  • Emergency and client-critical response coordination
  • Energy market expertise
  • Network marketing expertise
  • Work with XML, MS SQL, ASP and HTML code, daily
  • Business process documentation/presentations



Quadrabyte

SENIOR I.T. BUSINESS ANALYST 
October '09 – August ‘11
Oklahoma City, OK


Created, organized and developed a new webhosting company that focused heavily on small to medium sized clients while offering premium customer service and support. Executed and managed server construction and server hardware maintenance. Aided in business development through server deployment, inventory procurement, task delegation, client acquisition, and tracking accounts payable and receivable.


Selected Accomplishments:

  • Integrated project management skills by analyzing client needs, collaborating with developers and delivering a product that balanced performance with reliability.
  • Successfully utilized business relations and networking avenues to procure support for company startup.
  • Integrated automation and communications protocols to facilitate process improvements and ensure business continuity. Elicited business requirements through brainstorming, collaboration, interviews, surveys/questionnaires.

Budweiser - Premium Beers of Oklahoma

I.T. BUSINESS ANALYST
February ’07 –  September ’09
Oklahoma City, OK


Spearheaded and sustained full digitalization of core company processes, identifying deficiencies and recommending solutions, while bridging gaps in information flow between customer, sales force and upper management, reducing cycle time. In addition to heavy use of MS Excel, I utilized other key software such as WCS (Wholesaler Control Systems), Adobe, MS Mobility, iDIG, Siebel and official Budweiser database utilities to acquire, organize and present crucial company data to the customer, sales force and upper management. Served as primary database manager and liaison between sales department, management and upper management.


Selected Accomplishments:

  • Developed and executed performance tracking procedures as well professionally presenting visual media to relay data to all departments more effectively by streamlining processes while markedly reducing costs and increasing time savings.
  • Increased accuracy of company market share calculation by over seven percent through implementation of mechanized processes and outside of the box thinking.
  • Managed, maintained and audited customer database to preserve accuracy and integrity of client information. Returned core company database of over 3,000 clients to a fully accurate state upon taking the position of I.T. Business Analyst.
  • Assisted middle and upper management with I.T. hardware and software issues while successfully dealing with different personalities and varying levels of I.T. knowledge throughout the company.