Robert E. Warr, Jr. Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Workforce Management Lead (Consultant via Delphi US.) Coordinated organizational change management (OCM) activities, operational readiness, partnered with DB&T Partners, Domain Leads, Project Managers, to deploy, communicate, and train on all facets of the Smartsheet PPM SaaS Platform. Successfully coordinated a PPM&G team initiative to implement a Smartsheet PPM Platform to assess risk and measure Roi of future projects. Designed and implemented a New Project Requests / Demand… Show more Workforce Management Lead (Consultant via Delphi US.) Coordinated organizational change management (OCM) activities, operational readiness, partnered with DB&T Partners, Domain Leads, Project Managers, to deploy, communicate, and train on all facets of the Smartsheet PPM SaaS Platform. Successfully coordinated a PPM&G team initiative to implement a Smartsheet PPM Platform to assess risk and measure Roi of future projects. Designed and implemented a New Project Requests / Demand Management Solution for CIOs, Partners, and Domain Leads; PPM methodologies for standardized Project Management best practices utilizing Agile, Kanban, Scrum and Waterfall. Assessment Business Case development and Technology reviews.  Implemented Project Management best practices to align and implement Governance Controls for consistent Portfolio and Project Dashboard reporting. Developed a PPM Training Curriculum that included classroom and a Toonimo Tool self-study training and certification program.  Smartsheet Bridge interface implemented for Atlassian Jira and Resource Management Solution. Daptive ChangePoint data conversion effort completed to migrate over existing DB&T projects. Show less

Boston, Massachusetts, United States

IT PM responsible for transformation projects and SAAS upgrade initiatives, coordinated with external vendors and internal SMEs to deliver commercial real estate solutions i,e, VTS3 Lease and Rise, Digital Program, Building Engines Prism, Box BDMS Task Force, S&P Capital IQ Pro, Juniper Square Arena Merger. Utilized Smartsheet and MS Project to manage and track program deliverables, dashboard reporting for project health and status.

Fairhaven, Massachusetts, United States

 Oversaw and managed a portfolio of 15 Southcoast Health projects, strategic programs, and project teams to successfully deliver projects from initiation to project close.  Primary focus was on Strategic Initiatives - Population Health, Develop a Medicare Strategy, (Medicare Advantage, Medicare ACO), Strategic Finance Initiatives, Referral Retention and Network Keepage, Covid-19 Programs. Worked on technical implementations Systoc HL7 Bidirectional Interface to EPIC Beaker and… Show more  Oversaw and managed a portfolio of 15 Southcoast Health projects, strategic programs, and project teams to successfully deliver projects from initiation to project close.  Primary focus was on Strategic Initiatives - Population Health, Develop a Medicare Strategy, (Medicare Advantage, Medicare ACO), Strategic Finance Initiatives, Referral Retention and Network Keepage, Covid-19 Programs. Worked on technical implementations Systoc HL7 Bidirectional Interface to EPIC Beaker and Employee Health. Multiple Operating Systems upgrade projects for Nurse Call platform, Replace Infant Security System, PeopleSoft GHXPLUS Upgrade to Linux platform, Siemens Teamplay Digital Health Platform (PACS), VeraSmart Avaya PBX Upgrade.  Worked closely with GRC to complete Vendor Risk Assessments, Technical Discovery and VTAQ documentation. Worked with Accounting to complete and submit Budget ROI Funding Requests.  Utilized Microsoft Project to plan, track and status deliverables, Microsoft Teams to conduct daily work group meetings. Utilized ServiceNow to provide weekly status reporting, resource and risk management, escalation path to senior management. Show less

Watertown, Massachusetts, United States

 Oversaw and managed multiple workstreams and project teams through the configuration and programming phases to establish Covid-19 platforms for Senior and Commercial products.  Primary focus was on operational readiness along with interpreting regulatory mandates (Federal and State) plus THP policy to implement Covid-19 lab testing, diagnosis, in person treatment, telemedicine strategy, claims processes and adjudication, provider reimbursement, benefit configurations, rate and fee… Show more  Oversaw and managed multiple workstreams and project teams through the configuration and programming phases to establish Covid-19 platforms for Senior and Commercial products.  Primary focus was on operational readiness along with interpreting regulatory mandates (Federal and State) plus THP policy to implement Covid-19 lab testing, diagnosis, in person treatment, telemedicine strategy, claims processes and adjudication, provider reimbursement, benefit configurations, rate and fee implementation. Worked closely with Clinical teams, Legal and Compliance, Product Managers, Actuarial teams and Government Affairs and IT to assess and implement regulatory changes, determine actionable items, and implement Covid-19 programs, cost share, benefit configuration. Coordinated with IT, Plan Benefits and Actuarial teams to develop and configure Covid-19 deliverables Managed multiple aspects of a $5 million Covid-19 program. Provided weekly status reporting to senior management and updates on solution recommendations. Show less

Dorchester, Ma

• Oversaw and managed multiple AML OFAC projects, including Regulatory Geolocations, Santander Cash Nexus, NetReveal 7.2, and a LexisNexis Bridger implementation.• Led project team through SDLC processes to develop architectural solutions, ROMs, BRDs and technical specs.• Developed a BAU program in response to an audit / regulatory finding to establish Service-Level Agreements and to resolve a back log of AML-reported incidents.• Offered a track record with planning, organizing… Show more • Oversaw and managed multiple AML OFAC projects, including Regulatory Geolocations, Santander Cash Nexus, NetReveal 7.2, and a LexisNexis Bridger implementation.• Led project team through SDLC processes to develop architectural solutions, ROMs, BRDs and technical specs.• Developed a BAU program in response to an audit / regulatory finding to establish Service-Level Agreements and to resolve a back log of AML-reported incidents.• Offered a track record with planning, organizing, executing, and controlling multiple cross-functional projects.• Managed and worked closely with business partners and local and overseas development teams to analyze, develop, and implement fixes to multiple production-related issues.• Provided weekly status reporting to senior management and updates on solution recommendations.Key Accomplishments:• Managed a $5-million AML OFAC program in a multi-year consulting engagement.• Successfully managed the development of new dashboard reporting to demonstrate resolution and progress on audit / regulatory findings.• Utilized Insight tool to track budget and time for MIS and Capitalization process.• Oversaw and managed a Cash Nexus project to identify bulk ACH, Wire, and Check transactions originated from Spain with a net new channel code identifier. Show less

Waltham, Ma

• Led transformation efforts to build a new Treasury platform utilizing SaaS solutions / tools for cash management, check processing, bank fee analysis, and bank reconciliations.• Managed comprehensive RFI / RFP processes and vendor analysis, selection, and relations while coordinating SOW, timeline, and budget to implement SaaS solutions.• Worked with 3rd party BPO vendor to oversee 100+ change requests, agile implementations, and production issues.• Coordinated compliance / legal… Show more • Led transformation efforts to build a new Treasury platform utilizing SaaS solutions / tools for cash management, check processing, bank fee analysis, and bank reconciliations.• Managed comprehensive RFI / RFP processes and vendor analysis, selection, and relations while coordinating SOW, timeline, and budget to implement SaaS solutions.• Worked with 3rd party BPO vendor to oversee 100+ change requests, agile implementations, and production issues.• Coordinated compliance / legal projects to implement Risk AML solution LexisNexis and Pinpoint Global Competency Management tool. Provided status reporting to senior management and updates on solutions.Key Accomplishments:• Led annuity product launch while creating enhanced claims processing and reporting efforts.• Led multiple aspects of an $8-million Treasury program within a multi-year consulting engagement.• Directed cross functional business teams of up to 40 associates through the successful delivery of multiple Financial Account Reconciliations and Cash Management implementations using agile methodologies (i.e. T-Recs, SmartTreasury, SmartAnalysis, Kyriba, PrinTech, Oracle General Ledger). Show less

Boston, Ma

• Coordinated project teams through systems development life cycle to implement a DOR Wage Match Web Service as a component of the MA Health Insurance Exchange / Integrated Eligibility System (MA HIX / EIS).• Managed resources to develop, test, and implement DOR batch interfaces to provide data to MA HIX / EIS.• Served as “go-to” liaison between HIX / IES team and DOR staff to develop and approve Interface Control documents and managed work during DOR interface and web service… Show more • Coordinated project teams through systems development life cycle to implement a DOR Wage Match Web Service as a component of the MA Health Insurance Exchange / Integrated Eligibility System (MA HIX / EIS).• Managed resources to develop, test, and implement DOR batch interfaces to provide data to MA HIX / EIS.• Served as “go-to” liaison between HIX / IES team and DOR staff to develop and approve Interface Control documents and managed work during DOR interface and web service implementation.Key Accomplishments:• Liaised among business and technical SMEs / stakeholders to design, build, and test interfaces.• Successfully implemented a new DOR platform to support web service and interface using Java EE, WebSphere, Oracle Enterprise Service bus, SOA, Hibernate, Oracle RAC, IBM DataPower Device. Show less

Boston, Ma

• Led an FRB project team through design, test, and implement phases to deliver a Spectrum FX and eFX application.• Prioritized goals for FX Trading, FX Sales, Operations, Accounting, and Risk & Information Security.Key Accomplishments:• Successfully planned key product rollouts, including client eFX web portal and FX trading.• Coordinated Spot to Spectrum data migration and parallel, disaster recovery, and UAT test effort.• Led 40-member business teams through delivery… Show more • Led an FRB project team through design, test, and implement phases to deliver a Spectrum FX and eFX application.• Prioritized goals for FX Trading, FX Sales, Operations, Accounting, and Risk & Information Security.Key Accomplishments:• Successfully planned key product rollouts, including client eFX web portal and FX trading.• Coordinated Spot to Spectrum data migration and parallel, disaster recovery, and UAT test effort.• Led 40-member business teams through delivery of foreign exchange program and data conversion. Show less

Washington, D.C.

• Managed resources in the U.S. Small Business Administration (SBA) IT PMO on development and modernization projects funded by the American Recovery and Reinvestment Act (ARRA) and Jobs Act programs.• Led program management, governance, and oversight for business case development, EVM, cost benefit analysis, and solution development. Led CRM development programs via agile methodologies.• Performed Capital Planning & Investment Control (CPIC) with responsibilities for high-value budget… Show more • Managed resources in the U.S. Small Business Administration (SBA) IT PMO on development and modernization projects funded by the American Recovery and Reinvestment Act (ARRA) and Jobs Act programs.• Led program management, governance, and oversight for business case development, EVM, cost benefit analysis, and solution development. Led CRM development programs via agile methodologies.• Performed Capital Planning & Investment Control (CPIC) with responsibilities for high-value budget development, cost, and activity reporting for SBA major investments Exhibit 300 / 53 for submission to OMB.Key Accomplishments:• Successfully led oversight of a Capital Access 504 First Mortgage Loan Pooling program.• Used CPIC and project management support tools, including Oracle Primavera and Microsoft Project. Show less

Boston, Ma

• Managed a National Financial (NF) business team through build and implementation phases to successfully deliver an international product offering to 300 NF Broker / Dealers. Prioritized key goals with stakeholders.• Directed cross-functional business teams of up to 40 associates through the successful delivery of multiple fixed income initiatives, including Fixed Income Web Portal, Statement Enhancements, FI Alerts, MSRB / TRACE Regulatory Reporting, and Bond Redemption Notifications… Show more • Managed a National Financial (NF) business team through build and implementation phases to successfully deliver an international product offering to 300 NF Broker / Dealers. Prioritized key goals with stakeholders.• Directed cross-functional business teams of up to 40 associates through the successful delivery of multiple fixed income initiatives, including Fixed Income Web Portal, Statement Enhancements, FI Alerts, MSRB / TRACE Regulatory Reporting, and Bond Redemption Notifications initiatives per project-specific objectives.Key Accomplishments:• Managed multiple aspects of a $15.6-million Fixed Income program in a multi-year engagement.• Coordinated operational readiness activities and planning for new product rollouts, including web portal and straight-through processing of equity and FX trading within 25 countries and currencies. Show less

Boston, Ma

• Managed a 15-member team to develop a $3-million Fraud Prevention solutions program, including defining Systems Requirement Analysis (SRA) and business rules for a Real-Time Fraud Prevention program.Key Accomplishments:• Led design, development, and implementation of a Real-Time Fraud Protection solution.• Used standard methodologies to detect, prevent, and identify types of fraud and prevent losses.• Delivered core customer desktop solutions to address anti-phishing and… Show more • Managed a 15-member team to develop a $3-million Fraud Prevention solutions program, including defining Systems Requirement Analysis (SRA) and business rules for a Real-Time Fraud Prevention program.Key Accomplishments:• Led design, development, and implementation of a Real-Time Fraud Protection solution.• Used standard methodologies to detect, prevent, and identify types of fraud and prevent losses.• Delivered core customer desktop solutions to address anti-phishing and anti-spyware components. Show less

Bachelor Of Business Administration & Insurance

Computer Programming & Systems Analysis Certificate Program

Computer Programming & Systems Analysis Certificate, Computer Technology/Computer Systems Technology

Computer Programing & Systems Analysis Certificate Program, Computer Programming, Specific Applications

Bachelor Of Business Administration - Bba, Insurance

Activities and Societies: Golf