Functional Skills
Business Analytics
Project Management
Agile Software Development
Accounting Software Implementation
Artificial Intelligence
Business Operations
Business Planning
Customer Experience
Accounting
Business Analysis
Business Development
Change Management / Org Design
Commercial Due Diligence
Compliance and risk
Customer Relationship Management
Software Skills
Jira
Salesforce
SAP CRM
Quickbooks
ServiceNow
Sharepoint
Google Docs
Microsoft Office
Microsoft Project
Azure
PowerBI
RAID
SAP
SQL
Tableau
Certifications
CBAPCertified Business Analysis Professional
PSM IProfessional Scrum Master I
PMPProject Management Professional
Series 6
Six Sigma White Belt
Sector Experience
Business Services
Financial Services
Healthcare
Real Estate
Technology
Languages
English
Spanish
Countries Worked In
USCase Study
Case Studies
Overcoming Workforce Shortages and Driving Operational Efficiency in Financial Services
Financial Services
Operations Management
Project Management
HR Management
Notable Clients
Transamerica
Bulge Bracket Investment Banks
Fortune 500
Experience
AAA Dynamic Consultaning Services
Information Technology
Project Manager / Scrum Master
1/2025 - Present
• Facilitate Agile ceremonies (sprint planning, backlog refinement, reviews, retrospectives) as Scrum Master/PM, maintaining cadence and transparency to drive MVP delivery of a fintech CRM platform.
• Partner with product owners and SMEs to translate compliance and business needs into Epics and well-formed User Stories with Gherkin and acceptance criteria; manage a prioritized backlog with DoR/DoD.
• Reengineer onboarding workflows by integrating CRM APIs with document management systems, reducing onboarding time by 30% and strengthening data integrity via validations and audit trails.
• Oversee QA, UAT, and release planning; run a defect triage; maintain the RAID log; enforce entry and exit criteria to de-risk deployments and ensure cross-functional readiness.
• Partner with product owners and SMEs to translate compliance and business needs into Epics and well-formed User Stories with Gherkin and acceptance criteria; manage a prioritized backlog with DoR/DoD.
• Reengineer onboarding workflows by integrating CRM APIs with document management systems, reducing onboarding time by 30% and strengthening data integrity via validations and audit trails.
• Oversee QA, UAT, and release planning; run a defect triage; maintain the RAID log; enforce entry and exit criteria to de-risk deployments and ensure cross-functional readiness.
United Data Technologies
Information Technology
Sr Project Manager
4/2025 - Present
• Lead end to end Microsoft 365 and Azure cloud migrations for enterprise clients, owning scope, schedule, budget, and vendor delivery; oversee readiness and identity synchronization with Entra Connect; plan wave based cutovers across Exchange Online, SharePoint and OneDrive including Box to Microsoft 365, Teams, and Entra ID; enforce ITIL aligned change governance through the Change Advisory Board and stage gate approvals.
• Plan and deliver Microsoft 365 and Entra ID programs, including Intune, Defender, and Purview under ITIL-aligned governance; manage RAID and the executive cadence; coordinate cross-functional teams and vendors; hand off to Operations.
• Manage Microsoft threat protection and Purview data security initiatives, align information handling and incident response processes with enterprise policy and regulatory standards; deliver an enablement roadmap with communications and training.
• Provide executive and stakeholder reporting through ad hoc and scheduled status updates and dashboards; present timelines, milestones, stage gates, RAID, and delivery KPIs to support decisions.
• Plan and deliver Microsoft 365 and Entra ID programs, including Intune, Defender, and Purview under ITIL-aligned governance; manage RAID and the executive cadence; coordinate cross-functional teams and vendors; hand off to Operations.
• Manage Microsoft threat protection and Purview data security initiatives, align information handling and incident response processes with enterprise policy and regulatory standards; deliver an enablement roadmap with communications and training.
• Provide executive and stakeholder reporting through ad hoc and scheduled status updates and dashboards; present timelines, milestones, stage gates, RAID, and delivery KPIs to support decisions.
Tata Consultancy Services
Finance
Project Manager, Technical lead and Operations
12/2020 - 2/2025
• Delivered enterprise remediation, automation, and platform-upgrade initiatives across multiple applications using hybrid Agile/Waterfall, achieving on-time delivery and measurable defect reduction.
• Directed a year-long policy remediation program (20K+ records). Owned requirements, documentation, scheduling, and compliance alignment, reaching audit readiness ahead of target.
• Managed scope, RAID, and stakeholder alignment for multi-system integrations (SAP, Salesforce, ERP), coordinating data and application teams, clarifying acceptance criteria, and ensuring change-control and audit documentation were completed.
• Established ITIL 4-aligned service governance across onshore and offshore teams and vendors by integrating ServiceNow workflows, SLAs, and OLAs, post-incident reviews, and a continual improvement backlog.
• Communicated clearly with stakeholders, directors, and the C-suite, publishing concise readouts and decision memos, facilitating steering meetings, aligning priorities, and translating technical risks/KPIs into actionable delivery plans.
• Managed cross-functional teams and vendors (17 direct reports, onshore/offshore); established RACI, SLAs, and on-call cadence to strengthen service delivery and stakeholder satisfaction.
• Directed a year-long policy remediation program (20K+ records). Owned requirements, documentation, scheduling, and compliance alignment, reaching audit readiness ahead of target.
• Managed scope, RAID, and stakeholder alignment for multi-system integrations (SAP, Salesforce, ERP), coordinating data and application teams, clarifying acceptance criteria, and ensuring change-control and audit documentation were completed.
• Established ITIL 4-aligned service governance across onshore and offshore teams and vendors by integrating ServiceNow workflows, SLAs, and OLAs, post-incident reviews, and a continual improvement backlog.
• Communicated clearly with stakeholders, directors, and the C-suite, publishing concise readouts and decision memos, facilitating steering meetings, aligning priorities, and translating technical risks/KPIs into actionable delivery plans.
• Managed cross-functional teams and vendors (17 direct reports, onshore/offshore); established RACI, SLAs, and on-call cadence to strengthen service delivery and stakeholder satisfaction.
CK Holding Group
Other
Project Analyst and Coordinator
1/2015 - 1/2019
• Directed project coordination, financial due diligence, and SOW development for $12M+ commercial real estate acquisitions, supporting informed investment decisions.
• Spearheaded the ERP system upgrade to a scalable accounting platform, streamlining financial operations and reporting accuracy.
• Spearheaded the ERP system upgrade to a scalable accounting platform, streamlining financial operations and reporting accuracy.
Bank of America
Finance
Vice President & Relationship Manager
1/2013 - 1/2014
Built and maintained executive-level client relationships, promoting financial services aligned with organizational goals and risk management standards.
• Generated $10M in new revenue through consultative sales methods, negotiation, and targeted relationship development.
• Generated $10M in new revenue through consultative sales methods, negotiation, and targeted relationship development.
JPMorgan Chase & Co
Finance
Business Banker
1/2006 - 8/2013
Relationship Mnagement, Financial consultancy, Portfoilio management for bank customers.