Consulting and advising to Homeowners Associations, (HOA’s), on self-management best practices. • Provided consulting services to HOA’s to improve and enhance the duties carried out by the Board of Trustees. • Prepared board meeting agendas and notices.• Created requests for proposals (RFPs) detailing specifications and requirements for distribution to potential vendors.• Assisted with expense prioritization and financial planning.• Ensured compliance with the Associations Master Deed and By-Laws along with State and Local regulations.

MassHousing is a self-supporting not-for-profit public agency created in 1966 to support affordable homeownership and rental housing opportunities in Massachusetts. MassHousing does not use taxpayer dollars, but sells bonds to fund its programs. Since its inception, MassHousing has provided more than $16 billion in financing for homebuyers and homeowners, and for developers and owners of affordable rental housing. In recent years, MassHousing has also supported the Commonwealth of Massachusetts by contributing funds to offset budget cuts to state housing programs.Provide project management and business systems analysis within the Information Technology Department for the MassHousing Finance Agency. • Manage projects for the Rental Division, work with the business partners to define project scope, develop and maintain project plans to insure project is on schedule and budget, manage and lead technical resources. Elicit, document and manage business requirements.• Collaborate with IT Management and an outside consulting firm for an IT Transformation project, providing project management best practices and IT governance, along with agency wide governance. • Managed and provided analysis to develop a web based system for Market Rent Data to replace a manual process. The new system provides the appraisers with updated rental information and the ease to collect new rental data.

Senior Project Manager for technology initiatives on financial applications within the Technology and Operations Group.Provided project management for the Asset Liability Management (ALM) initiatives and applications within the Technology and Operations Group for the U.S. bank and holding company. • Managed projects for Santander Holdings USA Treasury Department Asset Liability Management group. This included an upgrade to the Quantitative Risk Management (QRM) System, the operating environment and infrastructure. This improved and assisted the Treasury Department with income simulation, stress testing and liquidity risk management. • Provided project management and analysis on the design of a new Chart of Accounts.

Consulting and advising to firms on project management, business analysis and project management office’s (PMO’s) best practices. Participate in LinkedIn Project Management Group blogs. • Provided consulting services to a software firm to improve and enhance their Project Portfolio Management (PPM) tool.

Provided documented solutions on system and business initiatives associated with the corporation’s financial applications within the Information Technology Project Management Office. This includes project management following an SDLC process, business analysis, and continued evaluation of process improvement of the financial systems.• Prepared business cases for new project initiatives. Conduct research projects for business process improvement and reengineering. • Managed projects for the Bank, work with the business partners to define project scope, develop, maintain project plans to insure project is on schedule and budget, manage and lead technical resources. Elicit, document and manage business requirements. Present project status, budget, resource usage and risk analysis to the project’s steering committees and executive management team on a monthly basis.• Provided analysis, evaluation and selection for a new Project Portfolio Management, (PPM) tool for the Bank. Contributed to the re-design of the Bank’s project process in order to implement the PPM tool. The new PPM tool provided the Bank an effective method to manage all phases of the project lifecycle, i.e. project requests, business case development, approval, scheduling, resources, time management, budgets and project delivery.• Managed a Reconciliation System Project for the Bank’s Finance Department. Implementation was successful and provided the Bank full automation of General Ledger and sub-system reconciliations.• Managed a Collateral System Project for the Bank’s Credit Department in order for the Bank to reduce credit risk. Implementation was successful and provided the Bank the ability to manage the Bank’s member and derivative credit risk.• Provided project management and analysis for the Bank’s Risk Management Systems (QRM) and (Principia) application upgrades.• Subject matter expert on Innotas and Microsoft Project Server to support the Project Management Office.

Consulting to firms on financial systems and systems consolidations• Provided project management and business systems analysis to financial service companies, independently and through staffing firm placements.• Provided consulting services to FleetBoston and Bank of America on their Bank merger.

Project Manager on Corporate Finance technology initiatives within the Technology Services and Solutions Division using PeopleSoft Financials and GEAC. Developing solid working relationships with all individuals and departments.• Manage projects for the finance systems group, work with the business partners to define project scope, develop, maintain project plans to insure project is on schedule and budget, manage and lead technical resources. Elicit, document and manage business requirements. Write Use Cases.• Project lead to evaluate a new corporate Accounts Receivable Billing Application, conducted market surveys, vendor interviews, data gathering / analysis for business and technical requirements document. Positioning corporate finance to better understand their financials.• Project lead to streamline the corporate finance data-mart, using Oracle Databases. Interacted with all business and technical areas of the company to identify processes in need of change to better provide corporate finances data for reporting.• Provided business analysis and project support to the Billing Department for an in-house 401k billing application rewrite. Managed the resources from an outside consultant firm to complete technical and business specifications.

Designed, developed, and maintained the software associated with the Corporation’s general ledger system, within the Technology and Operations Group using GEAC Financials. Support other corporate systems within the Corporate Center Systems Department, A/P, Reconciliation, Fixed Assets, HR, and Payroll.• Managed projects for the finance systems group, work with the business partners to define tasks and advise on potential issues and problems, develop, maintain project plans to insure project is on schedule and budget, manage and lead technical resources.Performed analysis, design, testing and implementation on bank acquisitions and mergers.

Perform analysis on new system development to understand the business and system applications needs. Translate this knowledge to design and write standards and procedures manuals for the Information Technology Division.• Designed and wrote a standards and procedures manual for an Internal Message Switching System. This manual will serve as a management overview, assist application programmers, Help Desk and Computer Operations Departments in adding new applications.• Provided end-user support on State Street’s Global Information Delivery Products i.e. Swift.

Designed, developed and maintained the software associated with the Corporation’s financial information systems: general ledger, accounts payable, fixed assets, all within the bank’s financial division using the Financial Control System, (FCS).• Provided continued support for the general ledger function by providing analytical problem solving and consulting from an accounting and systems viewpoint. Conducted group-training sessions.• Provided project support on bank mergers and system consolidations. Merged 14 legal entity banks, eliminating duplicate financial control functions.

Various positions held within the Shawmut Bank’s Mutual Fund Custody Department