Portfolio Manager
Leads lean executive portfolio management support for diverse portfolios, including Deposit Core Platform and Debit Card Processor. Proficient in risk management, cost-benefit analysis, benefit realization, and product roadmap management. Oversaw a $24 million budget in 2023, achieving effective operational cost management by maintaining spending under 2% annual budget, resulting in approximately $400,000 in savings. Demonstrated ability to optimize financial efficiency and deliver impactful results in dynamic financial environments. Leads a program coordination for accounting and reporting modernization initiative for Bank Operations orchestrating the seamless transition from the legacy Financial Management System (FMS) to Oracle Financial Services Analytical Applications (OFASA). Strategically supports portfolio initiatives, facilitating the successful retirement of FMS for 12 source files. Drives optimization of financial processes and elevates reporting capabilities for enhanced operational efficiency.Oversaw end-to-end project management from inception to successful validation and closure. Directed the oversight of 30 projects throughout Bank Operations (Deposit Core Platform) and across multiple companies and staff agencies in 2023. Successfully closed 13 projects, demonstrating a comprehensive understanding of project lifecycle management and effective coordination across diverse stakeholders. Proven ability to navigate complex operational environments and drive projects to successful completion in agile methodology (SAFe).