A leader in Agile software development, enhancement, and support for SaaS, B2B, B2C, and internal ERP software from initial planning through deployment. Possesses an Agile mindset, the drive, and the ability to embrace rapidly changing timelines and priorities while maintaining team efficiency, effectiveness, and high team morale.
• BAU and Initiative resource planning, KPI reporting
• Management of Product Owners and Business Analysts
• Development of quarterly, annual, and long-range product roadmaps
• Management of backlog and work intake for development teams
• Leadership in sprint planning, daily stand-ups, story grooming, story pointing, and retrospectives
• Requirement gathering, gap analysis, feature, epic, and story creation
• Creation of use cases, acceptance criteria, process diagrams, mockups and wire frames, data flow diagrams, process flow diagrams
• Defect triage from reporting through resolution
• Extensive experience with system integration in various platforms and applications
• Experience in data management principals with data governance, data profiling, data migration, data
Work History and Accomplishments
From 2013 to 2023 I have held contracts of increased responsibilities in Agile Development with companies including:
Product Manager, SEPira(k) - FinTech SaaS Startup, remote (11/2022 – 9/2023)
Instrumental in the rapid development of FinTech software to manage Solo401k, Roth401k, and IRAs for self-employed business owners from planning through deployment to market. Provided leadership and Agile methodology guidance to the offshore developers, UI/UX team, and QA. Also advised on data architecture, data flow, process flow, and user experience for a product that was very well received by investors and customers alike with the immediate onboarding of several large financial institution clients.
Product Manager, CFA Institute - NetSuite ERP Financial Systems, remote (11/2021 - 9/2022)
Provided leadership and direction to business analysts and a NetSuite ERP financial software delivery team while actively prioritizing revenue product initiatives, system enhancements, production support issues, and technical debt removal, all in a rapidly changing environment with limited resources. Liaised with finance leadership in discovery, scoping, and development of software enhancements for manual work reduction, more efficient and robust managerial reporting, overall system integration improvement, and realignment of accounting structure to allow for greater scalability.
Product Owner, Wells Fargo - Data Management Group, remote (2/2020 – 9/2021)
Led creation of a monthly data certification system and KPI reporting for the gathering of data from various upstream SORs through a consolidation software system to a downstream regulatory reporting system. Managed roadmap, cross functional team, workflow.
Product Owner, AMTdirect - Leasing Accounting SaaS, Cornelius, NC (6/2019 – 2/2020)
Successfully transitioned a software development and QA team from waterfall SDLC methodology to Agile SDLC Methodology by providing training in best practices and establishing and leading Scrum ceremonies. This while leading the development of a new SaaS product to market on a very tight deadline which allowed customers to be in compliance with new financial accounting standard regulations for lease accounting.
Project Manager, Wells Fargo - Enterprise Infrastructure Technology, Remote (9/2017 – 8/2018)
Project manager for the Technology Health Refresh initiative to ensure bank systems are meeting federal regulatory standards. Managed multiple projects to upgrade, secure, commission, or decommission applications to fulfill regulatory requirements. Provided guidance to a junior level project manager.
Sr Technical Business Analyst, TIAA-Cref – Payroll Data Remittance Team, Remote (6/2015 – 10/2016)
Led the Agile development project that transitioned a large organization’s B2B payroll processing methodology from flat file upload architecture to a UI/UX real time data processing architecture. This saved both the external client and the internal data processing team countless hours of time by eliminating the cumbersome process of client file submission / rejection of data file due to errors / error correction by client / resubmission of file by client, and instead provided an API with user interface to upload data and correct data errors in real time.
Sr Business Analyst, Wells Fargo - Wholesale Finance Group, Charlotte, NC (9/2013 – 2/2015)
Led the integration of a derivatives SOR into the Financial Accounting Control System data warehouse. Was the departmental representative in simultaneous cross functional projects such as software upgrades, functionality changes, data integration, and reporting of data. Managed relationships between Finance Operations, Middle Office, IT, and Treasury team. Performed Source to Target mapping from source of record output to EDS tables to Data