Brian O'Brien, Pmp Email & Phone Number

Toronto, Canada Area

Intelex Technologies, Inc. (2012-2017) • Manage project planning, execution, monitoring, control and closure of enterprise environment, health & safety, and quality (EHS&Q) software system implementations• Accountable for all aspects of project: scope, schedule, budget, risk, quality, communication (full project life cycle)• Leveraged previous Project Management expertise, enhanced through exposure to implementing many different clients’ solutions, to assure and gain client confidence• Thrived in fast-paced dynamic environment with multiple concurrent project creating a portfolio with budgets ranging from $50k– $500k(+) each in sectors including Food & Beverage, Oil & Gas, Metals & Mining, Telecommunications, Manufacturing, Healthcare, and Government • Built foundation of comfort with key client engagement skills: gathering and documenting requirements during planning phase, and communicating project risk throughout life cycle, monitoring and addressing issues with scope and budget.• Delivered projects of high complexity including design and planning of in-house development, quantitative and qualitative user test plans, multiple systems integrations and interfaces, and mobile device and language translation requirements • Extended opportunities within existing client base by building relationships, becoming a trusted adviser, leading new project requirements, and managing project scope to meet current and future release schedules.• Lead/Direct multifaceted project teams including but not limited to Solution Architects, Consultants, Trainers, QA members. Setting and maintaining task completion targets and project timelines, guiding and making final decisions on scope and budget issues. (Project delivered within triple constraint parameters)

• Responsible for managing assigned project staff, including allocation of staff resources, delegating, scheduling and prioritizing of staff workloads and developing, mentoring and coaching others.• Conducted in-depth research, business, financial and data analysis in order to correctly and accurately implement the Financial Management component of EOIS CaMS. • Determine licensing and training requirement on a regional basis. • Worked closely with IT team to develop testing requirements and test case scenarios for project requirements such as the development and finalization of the payment file and cheque stock.• Conducted in-depth testing using several recognized techniques including Regression, UAT and end-to-end testing.• Provided extensive problem and Change Management support for issues such as the implementation of a new and correct tax methodology. This involves on-going data quality checks and data integrity initiatives.• Developed and maintained trusted, respected, positive working relationships with branch, Ministry, and other Ministry Clients including Ministry Controllership, IFIS, the RPM unit, Audit and the Cluster.• Developed and wrote the entire Issues Management framework for the project. This included the business requirements, User Guide, escalation chain, workflow and online interface.• Conducted project work on the development of user roles, in order to insure the privacy, security and integrity of information within the system.• Worked with the communication team to develop communication and knowledge transfer methods including email, mail, site visits, online and classroom training initiatives.• Developed and delivered presentations on topics such as Financial and Issues Management.• Wrote Business Requirement documents for financial and issues management.• Wrote User Guides for Issues Management, and Product Delivery Case (PDC) as well as contributed to several other guides.

Toronto, Canada Area

• Managed the company sales team.• Worked directly with President to maintain and grow key accounts.• Participated in the creation, presentation and execution of strategic account plans.• Directly responsible for ensuring quality performance through effective recruiting, selecting, developing, motivating, evaluating and training support staff.• Developed effective and efficient work systems, processes, procedures and performance measurements.• Developed and managed employee incentive programs in an effort to ensure a high level of morale and productivity.• Conducted analysis of metrics and reported on these metrics to the executive team.• Delivered ongoing performance reviews to all staff.• Weekly professional development in areas including sales, analysis, communications, leadership and teamwork.

• Reported to Senior VP and VP on daily basis concerning all new branch accounts.• Played vital role in the transition of the branch into two individual units.• Responsibilities included – Handling of all New Account Documentation, opening of all New Accounts within 24 hour time-frame, updating of client account information, processing of all trade tickets.• Responsible for the logistics of daily, weekly and monthly reporting meetings.

• Had one of the lowest escalation rates in company.• Handled client account inquires, provided stock quotes, account balances, trade details, documentation requirements, account openings and closings.• Corresponded with several departments in order to provide accurate and timely problem resolution.• Arranged for follow up calls for clients when necessary.

• Dealt with customer account setup and billing inquiries.• Handled customer account inquires and resolved complaints.• Provided new product information and would up-sell clients on new packages.

• Developed In-depth market research in order to determine market demand for current and future service offerings.• Developed marketing and advertising strategies and campaigns in order to increase market share and penetration.• Participated in the development of company website.• Personally managed several projects and more then a dozen employees on a daily bases.• Handled with other directors the accounting and payroll for the business.• Grew company exponentially on a year over year basis.

Honours Bachelor Of Commerce, Business Management, Finance, Acounting, E-Business

Education record