Curtis Barton Email & Phone Number

United States

* Strong financial analysis skills: forecasting, accruals, reconciliation, expense management, resource management operational support* Provide monthly financial recap reporting, variance reporting, drive forecasts and administrative functions* Creation of project requisitions, invoice coding and payments via Coupa (Ariba type software)* Support of Project Managers / Scrum masters in fast paced technology environments* Updating of project analysis tool input in Excel* Reconciliation of budget numbers and headcount between the Excel workbook, Planview, and Axiom* Help with Statement of Works, vendors, and invoicing. Coding of accruals according to CAP Expense or a Regular Expense. Support resources with maintenance requests and on-boarding.* Ensure project documentation is organized and saved in project folders or collaboration sites* Maintain the project checkbook, reconcile the GL reports, submit and reconcile accruals* Creation, management and monitoring of project purchase orders, SOWs, and contracts via Coupa* Assist with auditor requests for project specific documentation and information* Monitor project compliance to established processes, controls, and protocols. Assist with PM training and project transitions.* Highly detailed, analytical and problem solving abilities* Ability to work independently and collaborate across the organization* Strong attention to detail and ability to balance multiple priorities to meet deadlines* Ability to work with multiple cross-functional teams* Submit ServiceNow tickets for on-boarding of new resources for Planview setup and access.* Use Tableau for invoice tracking and payments* Tracked creation and approval of contracts in Coupa

* Strong financial analysis skills: forecasting, accruals, reconciliation, expense management, resource management operational support* Provide monthly financial recap reporting, variance reporting, drive forecasts and administrative functions* Creation of project requisitions, invoice coding and payments via Coupa (Ariba type software)* Support of Project Managers / Scrum masters in fast paced technology environments* Updating of project analysis tool input in Excel* Reconciliation of budget numbers and headcount between the Excel workbook, Planview, and Axiom* Help with Statement of Works, vendors, and invoicing. Coding of accruals according to CAP Expense or a Regular Expense. Support resources with maintenance requests and on-boarding.* Ensure project documentation is organized and saved in project folders or collaboration sites* Maintain the project checkbook, reconcile the GL reports, submit and reconcile accruals* Creation, management and monitoring of project purchase orders, SOWs, and contracts via Coupa* Assist with auditor requests for project specific documentation and information* Monitor project compliance to established processes, controls, and protocols. Assist with PM training and project transitions.* Highly detailed, analytical and problem solving abilities* Ability to work independently and collaborate across the organization* Strong attention to detail and ability to balance multiple priorities to meet deadlines* Ability to work with multiple cross-functional teams* Submit ServiceNow tickets for on-boarding of new resources for Planview setup and access.* Use Tableau for invoice tracking and payments* Tracked creation and approval of contracts in Coupa

Menlo Park, Ca, Us

* Provide monthly reporting and analysis on Change Agent program check-in to Department Head and VP using Excel VBA, Pivots, Pivot Charts, Scripts, V-Lookups, Conditional Formatting, Array Formulas* Facilitate weekly Resource Meetings, Report-outs, Participant tracking* Administer and support ECM Intake site, ECM Intake, Blitz/Contest, Executive Project Request forms, and backend Sharepoint lists* Administer and support ECM home site, Internal web site, Excel online calendars, Powerpoint charts* Administer and support News You Need home site, backend forms (US-Canada, Quebec sites)* Update Initiatives Go-Live dates tracking spreadsheet* Provide monthly Powerpoint recap of the Resource Meetings and e-discovery Initiatives* Provide the ECM team with an Excel dashboard for projects they were assigned to and services delivered status* Following up with various departments on projects that were past due* Maintaining the Resource Meeting participants distribution list* Administer and maintain various daily scripts for online calendars, website calendars, and Impact grid list* Administer and support Survey sites, load and maintain participant lists, changes to invitations and reminders* Tracking of Pilots in separate tracking list

* Onboarding of new contractors / employees* Track the progress of extractions files from initial build through to Quality Assurance signoff* Report on status of extraction files and their various stage gates * Take meeting minutes for the project manager* Maintain extraction files folder on Sharepoint (and move as needed through the process)* Monitor conversion issue mailbox and route to appropriate parties for resolution* Review and analyze extraction items via SQL Developer to determine what departments need to resolve setup issues and track the extraction through the resolution process* Follow-up with the business teams on their progress and issues on the extractions

* Develop, maintain, coordinate, and manage aspects of a given project* Work closely with other team members in collecting, analyzing, and routing information, manage timelines, and escalate variances* Develop and maintain department and project infrastructure* Provide administrative support to department team* Development and present project status reports* Track project trending and total spend against granted project amount* Maintain online project components (via Freedcamp) – actions items, milestones, issues, risks, completed, etc.* Assist other members with resource on-boarding* Assist with seminar setup (room, catering, etc.)* Create meeting agendas, taking meeting minutes, publish meeting minutes

Complete Project Life Cycle Financial Management- Assist in Project Funding process- Resource Forecasting via Web Based Time Tracking System- Initiate Purchase Orders/ based on Forecast- Forecast to Actual Variance explanations- Assist in Executive Forecast Summary preparationHigh level of communication with Project Managers for assigned projects- Ensure that PM’s are aware of budget and financial trends- Ensure that PM’s understand and staffing issues (time cards, approvals, resources, etc…)- Understand high level risks and issues that may drive additional project cost, resource or date impact.Resource Management Administration- Ongoing communication with centralized resource management- Leveling Resource Allocation across Projects and Operating Plans

* Organizes and host project meetings and produces associated meeting minutes. * Manages to completion action items, focuses on bringing issues to resolution, escalating as necessary to meet timeline. * Consults with business partners to clarify and define project requirements and business case, including development of a statement of work. * Develops and revises project plans and budgets, works with users to understand complex problems. * Creates and delivers presentations to mid-senior level management on project goals and plans, including progress reports. * Manage a group of projects associated with a specific business function* Performs project risk analysis

Complete Project Life Cycle Financial Management- Assist in Project Funding process- Resource Forecasting via Web Based Time Tracking System- Initiate Purchase Orders/ based on Forecast- Forecast to Actual Variance explanations- Assist in Executive Forecast Summary preparationHigh level of communication with Project Managers for assigned projects- Ensure that PM’s are aware of budget and financial trends- Ensure that PM’s understand and staffing issues (time cards, approvals, resources, etc…)- Understand high level risks and issues that may drive additional project cost, resource or date impact.Resource Management Administration- Ongoing communication with centralized resource management- Leveling Resource Allocation across Projects and Operating Plans

Supporting Project Managers for the Whole Banking Technology Group in several locations across the US for the Fraud Management, Correspondent Banking Setup, and PMO teams.* MS Sharepoint experience project site setup and administration for project artifacts repository, project collaboration, PTO tracking, project manager contact information and organizational charts* Provide financial monthly tracking, invoice reconciliation, monthly forecasting, inputting forecasting data, tracking detail financial data for accounting for both projects where the effort was $4 million annually for each project.* Track project activities and coordinating team communications to ensure project goals are accomplished within time frame and budget constraints for teams supporting Fraud Management and Correspondent Banking setup, and the Program Management Office* Provide meeting agenda and minutes, tracking issues, actions items, and risks* Provide administration support for a team of 20+ nationally located project managers* Provide Sharepoint project site setup and administration for project artifacts repository and project collaboration* Provide administration support for PMO project manager (pm project status tracking, open change request tracking, current project portfolio tracking, project pmo compliance tracking)* Provide for the on-boarding of PMO Project Managers

Computer Information Systems

Six Sigma Green Belt, Lean Mastery

Computer Science

2 Year Degree, Data Processing