Thomas Donovan Email & Phone Number

Tampa, Fl, Us

As a self-employed consultant, offer contracting firms/banks/insurance companies a seasoned professional with Project Manager/Business Analyst skills, including client assistance as follows:• Most recent engagement with CETO, defined and documented company processes and strategies via best practices of long-time consulting in revenue enhancements, workforce management, and operational efficiencies/process improvement.• Model current “as-is” and project “to-be” business workflow processes.• Define business reporting requirements including content, layout, and other characteristics.• Ensure project planning with key Product deliverables are completed on time.• Help define and document company processes and strategies via best practices of long-time consulting in revenue enhancement, operational efficiencies, core banking, integrations, and M&A.• Products: all Retail/Small Business Deposits and Lending products (i.e. Overdrafts, Credit Cards, Loans, Mortgages, Deposits) and Commercial (Treasury and Lending), Branch & Misc. Services.

Westerville, Ohio, Us

Contract role @ Liberty Bank (Owners Bank) as a Digital PM, was responsible for driving the development and implementation of new core banking and multi-vendor systems to support Lending and Credit digital onboarding, credit card plastic production, all lending underwriting, payments, and distribution of funding. Supported Owners Bank product strategy in northeast U.S. and future movement across the continental U.S. Worked closely with cross-functional teams to understand customer needs, market trends, and regulatory requirements, and use this knowledge to drive the product roadmap and ensure our Digital Banking proposition meets the needs of our customers• Talented and motivated technical AND business-oriented PM that managed the customer onboarding experience from end to end, including project planning, coordination, and execution.• Collaborated with cross-functional teams to ensure timely and accurate delivery of onboarding/underwriting/production/transactional materials and processes• Coordinated testing, project planning, RAID’s for Phase 2 (Lending and Credit Card), along with preparation of data for monitoring/analyzing customer metrics to identify areas for improvement (lessons learned) and optimize the customer experience• Stayed up-to-date with Lending and Credit Card digital industry trends, regulations, and best practices in customer onboarding/mobile/digital experiences and drove product improvements• Maintained a deep understanding of industry digital banking products

Plano, Texas, Us

Program Manager for Financial Consulting Ops assigned to Truist to design, implement, and manage complex global cross-business-unit programs with business-critical outcomes. Led business system and process creation for one or more complex initiatives within Consulting to support operational cadence, business growth, client value and globally consistent execution.• Partnered and collaborated within Consulting and with senior leaders and other key business partners to develop and implement cohesive strategic programs.• Developed content and business requirements to operationalize, launch and scale transformation initiatives. Captured operational & business requirements and successfully established and executed on strategies and tactical plans.• Leveraged process management best practices. Demonstrated effective process management through process design, process optimization, execution, and service excellence, emphasizing principles of efficiency, simplicity, leverage, data utilization and change management.• Focused on end-to-end cost management, effective use of resources and feedback in all processes, effective and timely issue resolution, and root cause analysis. Established criteria and developed reports and analyses that assessed and managed the effectiveness of initiatives.• Designed and delivered effective program communication and presentations to all levels of management within and beyond Consulting. Executed multi-channel communication & training plans to ensure programs achieve desired results with key stakeholders.• Supported the strategic direction and execution of all projects and initiatives on a global basis. Displayed consistently sound business acumen, and maintained excellent understanding of methodologies, processes and relevant data.• Projects during Truist Merger engagement: HR/Workday Transformation, Branch/Account Divestiture, Retirement Product Divestiture, HR/Incentive Transformation, and Mortgage Servicing/Originations Transformation.

Westerville, Ohio, Us

Treasury Product/Project Manager for Bank of Oklahoma/Cobiz Bank Merger Integration Project. Was responsible for reviewing project plan to determine time frame, funding limitations, procedures for accomplishing project, staffing requirements, and allotment of available departmental resources to various phases of project; established a work plan and staffing for each phase of project; arranged for recruitment or assignment of project personnel; formulated and defined technical scope and objectives of project; conferred with project staff to outline work plan.• Identified and managed project dependencies and critical path items pertaining to complex project plans having multiple inter-dependencies such as departments, vendors (SBC, Fidelity, Compaq, Cisco) and processes; negotiated with project sponsor (senior management LOB) to ensure that desired timelines and budget expectations were met while managing compliance/regulations adherence, and change management/risk.• Reviewed status reports prepared by project personnel; modified schedules or plans as required including quality assurance test plans and quality assurance testing.• Managed weekly/monthly reporting process; helps prepare information deliverables for O&T Project Manager Officer (PMO) regarding progress toward project planning and milestones.

Westerville, Ohio, Us

Data Conversion Squad Lead for Key Bank Consumer Lending/Home Equity Transformation Project. Was responsible for leading all technology activities pertaining to Data Conversion:• Deconversion programs/changes• Account number conversion/design for downstream interfaces• Test events support

Menlo Park, Ca, Us

As Project/Product Delivery Manager, was part of the Information Management team that owne the insights, BIN, reporting, and dispute resolution products within Chase Merchant Services globally. In this highly collaborative position, displayed demonstrable project/product management and leadership skills with a proven history of successful product delivery. Excelled at project/product management, using skills at strategic thinking, market research, client interaction, architecture, technology design, financial analysis, resource planning and general awareness of goals versus constraints. This engagement included complex coordination to push delivery of business requirements to enhance current products and represent the business throughout the project lifecycle. Responsibilities included: • Created business cases and project charters for new products and enhancements • Ensured project planning with key Product deliverable's were completed on time • Drove approval and technology commitment for roadmaps and insertion on the book of work • Identified business requirements and change controls • Managed business decisions and clear roadblocks for successful project completion • Represented projects during senior leadership meetings • Defined pilot approach, communication, and other product readiness activities prior to launch • Analyzed client requests and issues, made recommendations with constraints in mind, and drove to resolution • Ensured maintenance of an ongoing product controls environment • Derived and maintained Product KPIs

Salt Lake City, Utah, Us

Project Manager/Workstream Lead for Interfaces (50+ interfaces/600+ touchpoints) for a major Core Loans/Deposits Transformation Project (TCS BaNCS)Managed and consulted with Bank Technology, Back and Front Office Operations, Vendor Technology teams. Was responsible for providing oversight, structure and alignment to the Core Transformation schedule supporting an iterative/agile methodology. The primary purpose of this role was to ensure Program outcomes by coordination of changes needed to support requirements, development and testing required by changes initiated by the transition to the new core banking application, TCS Bancs. • Worked with all Bank and Vendor leadership, technology teams, and analysts to develop comprehensive plans with achievable milestones and measurable results. • Made certain Deposits Operational and Core Transformation leadership was kept informed and able to make timely decisions about critical program issues. • Reported to the Core Transformation Deposits Release Executive and lead critical organizational activities, such as creating strategic solutions to help improve the overall flow and function of work throughout the transition.• Drove the strategic planning and prioritization in alignment to the Core Transformation timeline for project management, change control, change implementation and coordination of all projects and initiatives. • Leader who had excellent influencing, collaboration and communication skills, was highly credible and had the experience, energy, and discipline to bring critical oversight across multiple initiatives. • Traced and monitored all risks and issues related to support projects within Deposits Operations.• Ensured key program leads were kept appraised of cross-program implications and decisions through ongoing and effective communications.• Managed and maintained business analytics to include: reporting, process development and improvement, and change management.

Established consulting company through sub-contracting with Profit Solutions and delivered on-time, on-budget revenue enhancement and profit improvement work product, including client assistance as follows:• Took time off to explore hands-on project management training (USF Project Management Certification), worked to expand network of professional colleagues and industry professionals, and strengthened family relationships (after mother passed, timely visitations to dad’s nursing home).• For subcontracts with Profit Solutions:o Defined customer objectives, business needs and scope, and systems requirements for marketing and client management.o Provided work schedules for projects. Documented project risks and issues. Communicated project status and made corrections/communications if effort is off-track.o Compiled functional business requirements for financial, marketing, customer information applications.o Produced project plans and scheduled functional requirements.o Modeled current “as-is” and project “to-be” business workflow processes.o Defined business reporting requirements including content, layout, and other characteristics.o Produced data models for application software being converted and upgraded, including internal data structures as well as mapping from old to new systems.o Ensured project planning with key Product deliverables was completed on time.o Helped define and document company processes and strategies via best practices of long-time consulting in revenue enhancement, operational efficiencies, core banking, integrations, and M&A.

Alpharetta, Ga, Us

As a Senior Managing Consultant in the OFSAA (Oracle Financial Services Analytical Applications) Practice within EPM, was responsible to assist ROLTA clients and fellow consultants/sales/developers as follows: ~ Designed and led complex finance transformation programs, supported by the Oracle EBS, Hyperion EPM, OFSAA, Billing and Oracle BI technologies.~ Developed and implemented market, business or technology delivery strategies at senior levels.~ Contributed to global ROLTA practice policy making and intellectual capital.~ Contributed to stakeholder relationship management at CIO / Board level and drive consensus across clients and internal on difficult topics.~ Anticipated, created and defined innovative and visionary concepts in a strategic environment~ Managed internal as well as external teams/projects of multi-disciplined personnel.~ Implemented project teamwork at the highest levels; mentored and coached team; supported individual development within the Practice.~ Established and ensured appropriate processes were used/followed on projects and within practice (i.e. reporting, lessons learned, risk management, resource allocation).~ Assisted in acquiring staff and appropriate skill-sets for the pursuit and delivery phases of portfolio/programs.~ Team financial management included program budget setting; actual and forecast reporting.~ Orientation towards resolving inter-project escalations and benefits delivery.~ Positioned benefit realization with significant focus on benefit descriptions and realization delivery.

Armonk, New York, Ny, Us

With IBM, Mr. Donovan played a number of transformational project management and business analyst roles, including: ~ Technology Transformation - Business Requirements Review, Enhancement, and Validation role for a Global Bank mainframe core system replacement project~ Technology Transformation - Core Banking Functionality Validation role for a Leading U.S. Bank and SAP Information Technology~ Business Transformation - Treasury Management Client End-to-End Testing Process Re-engineering and Roadmap role for a Multinational Financial Institution~ Business Transformation - Internet Bank Build: PMO/Workstream Management role for a large North American Financial Institution~ Technology Transformation - PMO/Core Banking Replacement: UAT/PAT Release Implementation and Workstream Management role for a large North American Financial Institution~ Sales/Business Transformation - Enterprise Growth Initiative Sales Capability and Financial Services Insight role for a $5.3B business communications software & systems company, assisting in aligning their revenue growth plans with a new solution (Enterprise Growth) sales capability and financial services insight~ Strategic Bid & Proposal Assistance role to assist IBM Senior Management in compiling a proposal to deal with "One IBM" for a top strategic global insurance partner~ Technology Transformation - Systems Delivery and Production Support Transformation role for a top 20 (~$200B assets) U.S. Financial Institution~ Business Transformation - Global Document Management Solution (GDMS) Program Lead - As PMO Financial Management Lead for a major technology/reengineering/financial initiative at a top Global Insurance Company

Austin, Texas, Us

Mr. Donovan provided management and “hands on” profit improvement and cost saving process re-engineering consulting services, focusing on mid-tier banks and credit unions.He created an organizational structure for new revenue enhancement practice, including hiring, sales/marketing material, project/delivery management, and creation/utilization of best practice tools and techniques.Mr. Donovan taught staff based on revenue enhancement instructional materials through formal workshops and one-on-one tutoring. He used feedback from training to improve the materials and best practices.

Mooresville, North Carolina, Us

Mr. Donovan assisted in restarting Retail and Commercial Banking consulting practice with focus on Revenue Enhancement, Payments and Exception Processing, Cost Savings, and Process Improvement/Re-engineering. Successfully provided project and people management, assisted Sales, and delivered consulting services to large North American-based banks.Examples of work in managing Revenue Enhancement (RevE) projects:• Managed 2 projects for top 10 banks in N. America: provided strategies amounting to $80MM; $35MM implemented.• Managed 2 projects for $5B US bank: $17MM in RevE and cost savings improvements.• Managed RevE project for $15B US bank: $33MM in strategies.• Managed RevE project for $20B US bank: $13MM in retail/LOC strategies.Responsibilities: * Oversaw client projects from scope definition to delivery.* Trained, coached and developed a team of RevE consultants.* Developed creative analytical framework for multiple projects.* Collaborated with sales teams to scope, estimate and price new opportunities, develop proposals, manage client meetings, develop relationships and deliver presentations.* Worked with sales, presales and other cross functional teams to identify product and process improvements that have global relevance and work to drive those improvements.* Responsible for planning, resourcing, scheduling, project kickoff, delivery and closing.* Developed tracing tools to measure project progress and benefit provided to clients.* Controlled scope of client expectations surrounding delivery.* Adapted approved methodologies to typical and complex situations, circumstances and new requirements.* Managed executive level client relationships and provided team oversight during the delivery of services engagements.* Managed delivery risk and ensure delivery exceeds customer expectations.* Built time and consultants’ time into engagements as appropriate to allow for mitigation of risk and to achieve required level of billable utilization.

Furnished operational, organizational and change management consulting services to all financial service providers including banks, insurance companies, mortgage brokers, credit card companies and thrifts. Assisted in redesigning business processes to make the client more effective and efficient. Delivered a keen understanding of client current and future external environment, measure and assess market potential, competitive intensity, potential profitability, and customer needs, while keeping with client’s delivery capabilities. My expertise, as exhibited at CAST, included:~ Best demonstrated practices/benchmarking and branch profitability~ Cash/float management implementation assistance, reviews, and forecasting~ Fee revenue enhancement and Operational reviews~ Internal controls evaluation and improvement~ Process reengineering and productivity enhancement~ Product costing, pricing strategy, implementation and profitability analysisProvided high levels of project responsibility through application of proven concepts, analytical methods, information technology, leadership, client relationship building, personnel administration, and, most importantly at CAST, integrity. Major accomplishments were:~ Improved the accuracy of commercial banking customer information in a large California bank’s CRISP (Commercial Relationship Information System Program) system. Validated various revenue inputs, implemented solutions for identified issues, confirmed roles and responsibilities for the ongoing management of the system, and developed a common understanding of CRISP within management and business line units.~ Assisted in Diagnostic Review of a top mortgage servicer at their Virginia and California operations sites.

Milwaukee, Wisconsin, Us

Assisted clients in selecting, developing, and implementing operational processes and technical solutions: needed to provide organizational, product and customer profitability information. Data gathered, researched, analyzed, compiled reports and formally “sold” findings of detailed, professionally prepared consulting studies to help clients enhance profitability and improve competitiveness. As Principal of the Yield Management Division, empowered clients through Balance Sheet Engineering approaches:•Revenue enhancement studies, coupled with short term and non-earning asset management•Product pricing, profitability analysis, design and marketing•Operations analysis, re-engineering, and float managementManaged $10-$25 million projects with teams of 3-6 field consultants. Assumed high levels of project responsibility - including analysis, project management, implementation assistance, and extensive client contact at all levels - through demonstrated business, analytic, and technical skills, excellent communication/interpersonal abilities, and an entrepreneurial work ethic. Major accomplishments included:•Presented $40 million in balance sheet engineering opportunities at large commercial banks in the states of Wisconsin, Michigan, Ohio and Virginia, with direct impact to Carreker~Antinori’s bottom line of $9 million.•Performed post-implementation audits to measure, document and compare benefits/expenses vs. original estimates.•Engineered and facilitated recruiting efforts, trained staff, development, and technical programs, which enhance company performance and productivity.•Assisted in the development of a Cash Management practice with Managing Principal.•Through extensive mainframe and PC work, obtained data for financial services engagements in Ohio, New Jersey, Massachusetts, Michigan, and Virginia without utilizing costly bank information technology resources.

Specialist in facilitating customer-focused Information Technology, Management, and Banking solutions for financial services clientele. Expert in selling recommendations/business cases to top Information Technology, Retail and Commercial Banking management by tying information technology to business strategy. Recruited and managed bank consultants for projects ranging from $200,000 to $10 million. Trained consultants; via daily coaching, status meetings, and technical skill sessions. Provided benefit tracking and implementation support for 12 months after contractual analysis period. Built technical "tools" that clients/staff utilized. Major accomplishments included:~ Managed $225 million in non-interest income opportunities at large commercial banks in the states of Indiana, New Jersey, Alaska, California, Oklahoma, Connecticut, Louisiana and Pennsylvania.~ Created technology support position that reduced client expense, improved service quality, standardized client data, improved analyst productivity, and reduced data conversion frustration.~ Facilitated customer-focused Information Technology solutions for banks while developing expertise in Deposit systems, including M&I, Hogan, Systematics, and Newtrend.~ Beta tested branch-staffing software and performed branch staffing analysis at a large California bank.~ Built PC-based software for California and Oklahoma commercial banks, utilized by branch operations.~ Prepared mainframe computer downloads and assumed role of technical advisor/cross-trainer.

Provided general consulting services to small businesses, focusing on the areas of strategic/tactical planning and office automation. Services included defining user requirements, design, development (including database programming), and documentation, testing and training.

Instructed bankers on "Introduction to Personal Computers". Initiated course design, development, and hands-on training technique to better assist students in learning development.

London, Gb

Managed Deposit Products and Compliance Project Management. Responsible for analyzing, developing and maintaining Retail and Commercial Deposit products and projects, regulatory compliance issues, computer system projects, related Corporate procedures, and strategic processing initiatives. Managed 12 analysts with a budget of $500,000. Major accomplishments included:•Effectively streamlined tasks, increased productivity and quality, resulting in elimination of 6 positions. •Key member of statewide branch productivity team, resulting in annual savings of $900,000.•Developed, implemented, and managed projects such as: year-end IRS Interest Reporting and Department Project Reporting Database for use by the user-community.

London, Gb

Managed and enforced data policies, standards, and procedures set forth by Information Technology. Coordinated program and job control language modifications for mainframe systems. Recommended enhancements to keep pace with changing technologies. Managed 10 technicians.

London, Gb

Analyzed management methods to improve workflow and simplify reporting procedures. Managed technology/business propositions and coordinated physical moves with Facilities Planning. Assisted with consultant research and procedural studies. Advised Chief Information Officer in technology and personnel decisions.

London, Gb

Designed and managed personal computer applications for the statewide Technology Centers. Developed bank wide user-designed applications with little development time: Home Equity Tracking System (Paradox), Student Loans Tracking System (Dbase III).

London, Gb

Streamlined administrative tasks by exploiting personal computer technology for the Department. Established state-of-the-art computer and audio-visual center for use by Applications Development. Developed graphical and interactive presentations through the use of PC tools.

London, Gb

Provided technical expertise necessary to test and implement mainframe computer application software and hardware enhancements. Functioned as a liaison between Central Processing, bank users and Applications Development. Coded JCL for mainframe IBM computers.

Certification, Project Management

Bai Graduate Banking Degree (2 Of 3 Yrs Completed), Bank Operations & Technology

General Banking Degree, Banking

Bai Graduate Banking Degree - Honors, Banking Operations Management

Mathematics And Computer Science