WILLIAM BARTH
Housatonic,MA
Summary
CSM 100% REMOTE, TECHNOLOGY LEADERSHIP |SENIOR PROJECT MANAGEMENT CSM |Governance | Agile | Insurance | Banking |Financial Services | Leadership | Investment | Vendor management | Cloud migration | Risk and Compliance management | Dodd Frank | Certified Scrum Master | non-It business roles, new products |AI project management. ChatGPT
Summary I am an experienced, hands-on Program / Senior Project Manager with success in driving multiple, simultaneous projects and leading project teams and technical organizations. Strong experience managing cyber security projects. With strong full lifecycle project and program management experience on both the business and technical side, I work effectively with stakeholders and senior managers to develop requirements; create and communicate status, milestones, dashboards and project artifacts; and evaluate and manage project risks (RAID). I manage and collaborate with local, distributed and offshore teams. Here are examples of the kind of projects I’ve led: Managed governance and stakeholder communication, vendors, PMO standards Re-engineered, developed, brought up to enterprise standards and delivered two generations of complex multi-database global “cost of goods sold” application (pl/sql, Java ) Extensive Banking payment and deposit systems project management Cybersecurity, including IAM, Cloud Access Broker, CaseWare and vulnerability analysis Cloud projects with large databases and security. Setup SQL/Server in AWS E2C and databases in S3 Developed RFP and vendor evaluations Portfolio planning and assessment. Risk assessment and mitigation Migrated legacy systems to COTS solution. Drove full SDLC application development projects from charter to delivery. Elicitation and documentation of Business and System requirements Waterfall, Agile: Scrums (certified Scrum Master), SaFe, Sprints, backlogs, retrospection, stories, epics. Agile modeling and planning Experience working with and developing PMO organization and standards Experience implementing technology for University and k-12 educational environments as well as state governments Expert writing SQL reports for data verification and reporting Experience working with compliance for FX derivatives and processing of structured fixed income instruments For all these projects, I solve problems, organize meetings and drive solutions when necessary to keep projects on time and on budget and report to senior management. I have deep experience working with vendors, developing, and issuing RFPs and managing vendor performance. Adept at developing relationships with teams and project clients, with a background is in development and business, a combination which has enabled work among stakeholders and local and offshore project members bridging the gap between functional business managers and technical IT. look forward to talking with you.
Overview
13
13
years of professional experience
1
1
Certification
Work History
President
CSM, BB Intelligent Consulting
10.2022 - 07.2023
- Sabbatical
- Relocated daughter to Europe
- Worked with local town boards for project planning and implementation
- Small projects
Project coordinator
Commonwealth of Massachusetts License Board
09.2022 - 10.2022
- Organize meeting and attendees for conversion to new system.
Senior project / business analyst
Cognosante Consulting
01.2022 - 08.2022
- Analyzed and support production of 185 technical documentations for VA migration to Cloud (AWS, Azure, Azure AD)
- Worked with business intelligence tools like Power BI and Quicklook
- Collaborate with vendors, tech writers and SMEs for security and network tools, Devops and procedures
- Managed technical writer and engineer teams in document creation and review
- Expert user of Kanban, Monday, Excel, Visio and MS Project
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
Point B Consultant
Northern Trust Remote
- Providing project and BA support for large Bank and Trust cybersecurity projects.
- Mange remediation of federal TSR findings.
Project manager
United Technologies /Raytheon Corporation
03.2021 - 12.2021
- Providing project and BA support for large Bank and Trust cybersecurity projects
- Mange remediation of federal TSR findings.
- Work between tech and operations for new product modes
- Support and drive projects in enterprise cyber departments
- Managed security aspects of (M&A) Mergers and Acquisitions Integration projects between Raytheon and United Technology
- Manage projects for enhanced cloud security for commercial and government business Managed budget and delivery dates
- Perform risk assignment and mitigation
- As a member of the cybersecurity PMO, managing security remediation between Raytheon, Carrier, and Otis for company divestiture
- Evaluate potential vendors and mange implementation
- Manage enterprise-wide agile projects
- Develop business cases and use cases with BA team for project
- Help organization move to agile and higher CMM level
- Driving projects for CASB (cloud access broker) for high government security and case management tools
- FedRamp and NIST 800-53
- Reporting and presenting Status to senior governance committees.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Achieved project deadlines by coordinating with contractors to manage performance.
- Provided detailed project status updates to stakeholders and executive management.
- Identified plans and resources required to meet project goals and objectives.
- Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
- Developed and implemented project plans and budgets to ensure successful execution.
Senior Project Manager
Commonwealth of Massachusetts – DHCD
08.2018 - 05.2019
- Organized major conversion program (SAAS) and business transformation
- Developed RFPs and RFQs for new vendors
- Planned and executed data migration movement of Tbytes of data to Amazon buckets and vendor locations and verification
- Organized Governance and Project committees
- Develop new process maps for updated environment
- Created support organization and setup communications plan to manage relationship with senior department executives, two vendor divisions and 10 government agencies
- Reviewed technical and business projects for SaaS cloud-based systems, databases and vendors
- Wrote contracts with appropriate technical language to protect software and service delivery and minimize risk to the Commonwealth
- Performed cost analysis (capex and operating) and trade-offs
- Managed vendor selection and transition to new COTS vendor and vendor agile teams
- Liaised between vendor technology organization and business managers
- Worked with EOTSS to setup DB instance in AWS and facilitated use of S3 secure storage meeting Commonwealth security protocols
- Reviewed AWS cost metrics and recommended optimization with best fit pricing models and monitoring
- Developed SQL data mining and reports
- Merged data sources from different data sources correlated data and generated reports
- Provided project support for ongoing business/ IT activities especially in regard to cloud infrastructure and secure SQL access to databases
- Developed business process for database purge and verification
- Setup SharePoint for project communication
- Managed user transition to new systems including data validation, negotiation, training, and problem resolution.
Senior Project Manager
New York Life Insurance
09.2017 - 05.2018
- As a senior member of the Retail Life PMO, present, socialize and support implementation of Agile SAFe / Agile project management framework including lean business cases, leverage the best use of Rally, Agile Central to manage and report on project portfolio and implementation SCRUMS
- Developed process models for governance forums and meetings
- Provide project management coverage for multiple Retail Life projects including paperless correspondence, CRMs
- Organized project meetings for key Retail Life projects research tax and regulatory guardrails, taxation and legal issues regarding CSO 2017 transition and sensitive policy maturity options
- Leveraged SharePoint to memorialize decisions and project artifacts and monitored IT Jira entries
- Experience with Jira, Rally, Ms Project
Program Manager/Senior Business Analyst
STATE INVESTMENT BOARD
08.2016 - 05.2017
- Shepherd delivery of complex financial investment products, managed custody conversion and produced new automated board level reporting using Tableau
- Managed vendors and local SMEs to install and test back/middle/front office flow of fixed income products: MBS, CDS, CDO, ABS and TBAs
- Delivered Credit Default Obligations (CDO) and other MBS structured products to portfolio managers improving benchmark performance
- Partnered with traders, portfolio managers and vendor SMEs to deliver results integrating systems including Carnegie-Mellon Services, CRD (Charles River), Markit EDM and FactSet
- Work with BNY middle office upgrades
- Worked with risk group to ensure approval with FactSet reporting and procedures
- Ran hybrid Agile projects, drove the resolution of counterparty agreements (ISDAs for MBS and OTC bilats) for TBAs
- Created and managed project artifacts: Charters, Status Dashboards Project Plans, Change Requests, RTM, Risk and Issues logs, RDDs, BRDs, FRDs
- Developed use of reference data for daily summary position reports for portfolio managers
- Prepared and presented content management automation including ETL from various sources and status to senior management using tableau
- Supported PMO and mentored other project managers to ensure standards were met
- Reviewed SharePoint contents for PMO projects
Program Manager
State Street Investments
06.2015 - 11.2015
- Delivered multi-datacenter VDI server (Virtual Desktop) infrastructure environment (RHDI and CITRIX) for 2,500 developers worldwide
- Interviewed users and documenting requirements
- Resolved offshore security issues
- Managed and secured agreement on Disaster Recovery plans and facilities
- Drove cloud and multiplatform (windows, Linux) VDI workstream projects including engineering and systems administration and planning and execution of infrastructure upgrades and break/fix
- Orchestrated strategic planning meetings, documenting results and creating project plans and roadmaps
- Worked with integration of COTS and Open Source tools into the VDI environment including anti-virus and development (Rational) software
- Created senior management reporting artifacts (dashboards, milestone charts)
- Created Governance charters and agendas
- Partnered with stakeholder to discuss business readiness for moving to enterprise VDI support of development and how to remove barriers to change
- Planned and Monitored project budgets
- Developed local databases (Access) and SQL queries for complex reports
- Resolved cross organizational and vendor issues and performance.
Principal Business Analyst / Manager SDLC Project
Akamai Technologies
01.2014 - 04.2015
- Organized governance committee of stakeholders and senior managers
- Set agenda for governance meetings and presented project status
- Devops: Re-engineered, developed, using SDLC, brought up to enterprise standards and delivered two generations of complex global ‘cost of goods sold’ application
- Developed project plan, budget estimates and ROI based on ROM projections
- Drove implementation across Akamai's networks and product catalog
- Managed participation of Offshore QA, Finance and Engineering organizations
- Developed data analytics and cost models for new products
- Worked with Finance to measure profitability of clients across all platforms
- Maintained project plans and presenting to senior management
- Analyzed the use of transactional metadata to categorize data
- Acted as a solution architect developing models for new methods of data collection and analysis
- Reviewed and tested the use of big data solutions with complex schema
- Organized review and setup of Hadoop clusters with Spark
- Verified Oracle queries mapping issues with Hadoop
- Created complex SQL queries for Oracle, MySql and SqlLite databases and source management tools such as TFS, Git etc
- Managed the implementation and testing of disaster recovery/business continuity solutions
- Resolved infrastructure issues (platform, space, network, security, firewall) with virtual servers
- Used Agile, Waterfall and hybrid techniques for project management
- Developed and maintained SDLC artifacts such as project plans and status, RAID (Risks and issues log) and RTM (requirements traceability matrix)
- Used tools such as MS Project, Jira and Confluence to track and report status and assignments
- Managed daily agile like status meetings driving product backlogs, resolution of blocks and delivery successes.
- Developed and maintained data warehouses and data marts to support business operations.
- Developed and implemented data governance policies and procedures.
- Updated and developed scripts and queries to extract and analyze data from multiple sources.
Technical Project Manager
Fidelity Investments
04.2013 - 10.2013
- Managed multiple local and remote project workstreams, resolved problems and brought in project on schedule
- Devops: Drove SDLC lifecycle for projects aggregating technical, infrastructure and client datamart development sub projects for focused collateral multi-channel distribution systems, focused lead generation and Representative desktop tools
- Developed project roadmap for integration to rationalize similar and allied systems including lead generation and data mining (BI) from internal and external (Unica, etc.) sources
- Managed and guides project managers for IT development, UAT, Training, and others
- Organized, conduct and document requirements discovery meetings with users and stakeholders
- Developed use cases and system requirements, including process and flow diagrams (Visio)
- Reviewed process, data architecture and use cases for similar tools for potential synergy
- Managed intra organizational meetings and objectives
- Managed training, process change and client experience testing
- Organized, conduct and document requirements discovery meetings with users and stakeholders
- Developed BRDs, use cases and system requirements, including process and flow diagrams (Visio)
- Reviewed process, data architecture and use cases for similar tools for potential synergy
- Managed intra organizational meetings and objectives and budget of over $1.2mm
Consultant / Business Systems Analyst
U-SeeMe Corporation
12.2012 - 03.2013
- Examined business strategy requirements and system design to ensure that technology aligns with business requirements for new mobile startup in social media
- Proposed solutions mobile single sign-on for Google, LinkedIn, Yahoo and Facebook.
Senior Business Systems Analyst Credit Card
Capital One
07.2012 - 11.2012
- Drove elicitation and documentation of Business and System requirements for HBC Credit Card (private card and MasterCard) collections and recoveries
- Managed the integration of vendor supplied systems with internal systems of record
- Reviewed and updated process maps and use cases for all system flows, including G/L posting and coding
- Reviewed money flow and G/L mapping strategy with treasury/finance groups
- Provided Operational oversight of day-to-day operations of an offsite data center including the necessary PMO change management controls and monitoring to make sure the requirements are being met
- Monitored performance, managed incidents, and assessed risk of production change requests
- Drove Agile project scrums for responsible product area
- Provided monthly and weekly metric monitoring and reporting, weekly vendor meetings, and work request and incident management tracking
- Developed and executed test plans and test cases and user acceptance tests (UTA) to ensure the data center changes meet the requirements of stated capabilities for bank.
Basel II Project Manager
Capital One
02.2012 - 04.2012
- Managed multiple Basel data sourcing projects with LOBs to meet project milestones and mitigate data gaps and budgets of over $5mm
- Worked with the PMO to maintain status and artifacts such as Requirements Traceability Matrix (RTM), approvals, tollgates and critical milestones
- Developed and executed project plans to extract and improve data quality of economic and other data from LOB databases (Credit Card, auto loan, mortgages) and ETL into Teradata warehouse for risk calculation models (RWA) and compliance with Basel II regulatory requirements
- Managed agile scrums, sprints/burn downs for responsible project areas.
Dodd Frank Compliance Lead / manager
Wells Fargo
05.2011 - 11.2011
- Managed and guided project managers for compliance with new FX Dodd Frank workstreams
- Developed strategies for Dodd Frank compliance for FX business and drove implementation efforts
- Translated CFTC, SEC and OTC rulemaking to business requirements
- Resolved issues across lines of business
- Identify and manage risks that are associated with employee conduct
- Worked with business managers in multiple workstreams (reporting, business conduct, on-boarding, clearing, etc.) for aspects of Title VII Dodd Frank rules to understand implications and develop architecture, BRDs, FSDs
- Reviewed provisions of proposed Volcker rule to see how prohibitions on proprietary trading and hedge fund support would impact LOB
- Worked with CFTC and OCC to define retail FX compliance trade-offs
- Drove projects to develop a go forward plan (future state) which would comply with new requirements and with process and dataflow for onboarding, collateral (algo) and margin management (IM and VM)
- OTC clearing, reporting for FX (swaps) and security-based derivatives (IRS,VNS etc.)
- Reviewed DF Bill, CFTC, CEA, OCC and SEC rule making and performed a gap analysis against BAU derivative business and developed business processes (BPM)
- Worked with legal counsel, Compliance and business managers to develop action steps, policies and procedures to meet new rules and statutory deadlines
- Analyzed Client Reference Data queries (SQL) as basis for ECP qualification from Teradata enterprise data warehouse
- Organized compliance projects to develop/upgrade policies and testing and business procedures that meet new rule requirements
- Followed and interpreted Dodd Frank final and proposed rules from CFTC, SEC and OCC
Business Analyst
Capital One
09.2010 - 04.2011
- Reviewed LOB payment implementations and new technology and find opportunities for de-risking, centralizing and reducing costs of payments processing
- Reviewed COTS vendor solutions and developed RFP and business cases
- Worked with Enterprise Payments Strategy and Governance team to develop roadmap for moving payment systems including ACH, check image and FEDwire from LOBs to enterprise level and integrate with core banking systems and Teradata enterprise data warehouse
- Identified gaps and risks with retail, card and commercial payment processes
- Compare present state/BAU and propose Future State: Propose requirements and services to solve for risks
- Developed roadmaps and reviewed Domain Target Architecture (DTAs) for credit card (TSYS2) Payment flows and SOA solutions
- Built business cases, write RFPs, evaluated commercial products in the payment space and recommend projects to senior management
- Identified risks and inefficiencies and recommend mitigation actions and projects
- Reviewed Treasury and Basel II projects and roadmap against enterprise projects and analyze conflicts and synergies
- Review compliance and AML/BSA interfaces
- Reviewed domestic and international wire systems (SWIFT, ACH, IACH, FEDwire, Pep+, etc.) BAU, Plans and vendors
- Built business cases and presentations for check image consolidator, payment hub and data services
- Identified risk mitigation, float and clearing opportunities in present and future state scenarios as well as wire and ACH processes with Treasury Management
- Sourcing: Brought in all relevant vendors for full presentations and review; Reviewed vendor’s use of SOA, ESB and component architectures; Drove project process through approval, RFP and IT participation
- Extensively used of tools such as MS Project, MS Chart, Clarity, PowerPoint, SharePoint, Visio, Excel, Outlook (meeting orchestration)
- Earlier work or request
- Model development for submarine sonar beam shaping -Aircraft automated flight testing -Aircraft weapons deployment (secret) -NASA Space Vehicle testing programs
- Devops JPM securities
- White Papers, available on request):
- Successful Outsourcing
- Automated Research Publishing and Distribution at Securities Firms
Education
BS - Physics and Math
CUNY-City College of New York
Skills
- PMO Artifacts:
- Status dashboards, RAID (Issue, blocks and risk mitigation), RTM, RACI, Tollgates, Change management, budget tracking, milestones, dashboards
- Tools: Excel, Word, Access, Visio, MS Project, JIRA, Confluence, Clarity, WorkFront, SharePoint, expert in developing MPP templates and presentations
- VDI server Redhat etc
- Aerospace weapon deployment and flight-testing experience
- NASA vehicle testing experience
- Core Competencies
- Project Management
- Vendor Management
- Service management
- Process Improvement
- Business Strategy
- Application portfolio management
- Requirements elicitation
- Risk identification and mitigation
- Financial Services, credit cards, payment systems
- Understanding of Regulatory Compliance for FX derivative trading , Dodd Frank Title VII, EMIR
- Understanding of fixed income instruments and LIBOR to SOFR transitions and HECM loans
- Banking compliance including AML, OFAC and BSA
- Familiar with Eagle Pace and IBOR
- Cyber Security, IAM
- Client relationship management
- Database design and implementation
- Data Migration, BI, SQL queries and reports, large databases, ETL
- Cloud project experience AWS EC2, S3, security
- Business Intelligence, data mining, ERP
- Life and re-Insurance technology
- Certified SCRUM Master
- SAFe, Agile, hybrid, earned value and waterfall
- Change Management Organizational readiness, realignment
- Full SDLC software implementations and delivery
- Experienced in banking with JP Morgan, Capital One, Wells Fargo
- Experience with custody conversion (Wisconsin State and BNY Mellon) and Capital one treasury and core banking
- Experienced with project financial planning including capex and operating expense
- Change Management
- Cloud Computing
- Software Troubleshooting
- Reports and Documentation
- Content Management Systems
- Issue Resolution
- Executive Support
- Team Leadership
- Disaster Recovery Planning
- Strategic Planning
- Working with Consultants
- Stakeholder Engagement
- Leadership
Certification
- Certified Scrum Master - [Timeframe]
Timeline
President
CSM, BB Intelligent Consulting
10.2022 - 07.2023
Project coordinator
Commonwealth of Massachusetts License Board
09.2022 - 10.2022
Senior project / business analyst
Cognosante Consulting
01.2022 - 08.2022
Project manager
United Technologies /Raytheon Corporation
03.2021 - 12.2021
Senior Project Manager
Commonwealth of Massachusetts – DHCD
08.2018 - 05.2019
Senior Project Manager
New York Life Insurance
09.2017 - 05.2018
Program Manager/Senior Business Analyst
STATE INVESTMENT BOARD
08.2016 - 05.2017
Program Manager
State Street Investments
06.2015 - 11.2015
Principal Business Analyst / Manager SDLC Project
Akamai Technologies
01.2014 - 04.2015
Technical Project Manager
Fidelity Investments
04.2013 - 10.2013
Consultant / Business Systems Analyst
U-SeeMe Corporation
12.2012 - 03.2013
Senior Business Systems Analyst Credit Card
Capital One
07.2012 - 11.2012
Basel II Project Manager
Capital One
02.2012 - 04.2012
Dodd Frank Compliance Lead / manager
Wells Fargo
05.2011 - 11.2011
Business Analyst
Capital One
09.2010 - 04.2011
Point B Consultant
Northern Trust Remote
BS - Physics and Math
CUNY-City College of New York
- Certified Scrum Master - [Timeframe]
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