Perkins IT Consulting, Inc. is an information technology consulting company primarily operating in the financial services industry where project management and business analyst services are offered to achieve large-scale corporate initiatives for large-scale financial corporations. I worked on light office duties performed to support consulting services.

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Support the Project Management initiatives and senior managers within the A&S Group to rearchitect their core investment systems project (CISR), a 5-year project, the largest IT project ever at CGC. The CISR project is to replace/rearchitect the functionality contained in the back office/middle office systems utilizing more integrated modern technology.- Successful in completion of the Business& Analysis and Scope & Understanding phase of this large project- Produce meeting decks for Senior Managers for various Governance Groups and department meetings- Consolidate the weekly status report from various delivery leads, and maintain and update the project delivery schedule for the PMO- Support Management with all-in-estimates, planning sessions and budget for various phases; produced various documentation- Support delivery leads with their project plans, status reports, meetings, meeting minutes and workshops- Interface with the software vendor, various vendor partners and CISR PMO- Schedule and coordinate Governance and department meetings- Maintain artifacts in the standard tracker tool for Risk Management- Maintain and run reports in Sharepoint of issues, decisions and gap registers- Tracked action items in Sharepoint from various Governance and department meetings- Responsible in maintaining space allocation with onboarding and offboarding- Take initiative with various projects- Communicate departmental events and deliverables- Maintain project calendar

Supported the Website Project team to maintain the managed account platform of technology, products and services. Specifically working on the Custodial Interview to help our Advisors write new business online and provide quality performance.- Fidelity Interview, launched in early March 2009 – built the interview on our website in 4 months - Client Service Agreements, launched in March 2009 – wrote business requirements and UAT test plans; resulted in simplification of the print creation, reduction in forms, better flow and improve the appearance of the paperwork and ensured consistency with the look and feel - Introduced a suite of new products to new Custodians, launched in May 2009 – wrote part of the UAT test plans resulted in a successful product launch - Client Service Agreements, launched in October 2009 – wrote the UAT test plans which resulted with updated compliant agreements and disclosures - Rescued the TDA Interview when it was launched in August 2008 by rebuilding the interview on our platform to be comprehensive and complete - Completed many small enhancements and modification changes for our Custodians for a better website experience

- State-of-the-art New Business Tool was designed to automate a new process for 4,500+ Financial Advisors to open new accounts through Genworth website which successfully launched in mid August 2008. Tool allows an Advisor to open a new account for a client with a particular Custodian and registration. Built interview for four Custodians which meant understanding the business and the Custodian requirements. Ensure questions on all Custodial forms are built into the interview and correct data is printing on the proper form and section. Successful in opening 3,806 new accounts with nearly $677M in initial orders as of Nov 2008, within 3 months after this tool was launched. - Responsible for analyzing requirements, entering data, building test cases, testing and documenting the Custodial Interview for four Custodians including GFTC, Fidelity, Pershing and TD Ameritrade. Maintained schedule of deliverables.

- Supported Portfolio Management Team in meeting its service level goals to the Technology Planning Committee and Functional Managers- Responsible for tracking the Initiative Request (IT project proposal) process from inception through completion of estimates. Successfully tracked more than 120 requests from various departments. Achieved approval of more than 30 projects per year.- Interaction and support with PMO customers to provide customer service- Responsible for tracking project information in an Access database to run queries and reports. Successfully tracked over 140 IT requests over a 3 year period including IT projects in-progress, completed and future projects.- Maintenance and tracking of offshore resources, wrote and documented business processes, racked issues and maintained databases.- Documented business requirements, developed test cases and performed hands-on testing to implement changes in Lotus Notes database. Successful in upgrading & implementing changes in Lotus Notes database for various clients to operate and use.- Analyzed historical data to produce reports. Successful in producing historical reporting for Managers & Executives to use to track current and outstanding IT projects. Designed reports to track information with customer problems to maintain efficiency.