
Alex Gorbach
- IT Project Manager
- North Haledon, NJ
- Member Since Mar 19, 2023
Alex Gorbach, PMP
Objective: Certified Project Manager (PMP) interested in acquiring a challenging leadership position in the Information Technology field.
Summary:
· Proven leadership abilities in establishing new business initiatives and service operations based on business and marketing needs.
· Strong knowledge in the full cycle of development processes such as Waterfall and SCRUM/Agile software development methodologies as well as ISO 9001 standards.
· Extensive knowledge in managing design, development, implementation, and maintenance of software applications as well as hands-on development experience.
· Comprehensive understanding of Software Development Life Cycle (SDLC), software development control, Quality Assurance and production release processes.
· Heavy exposure to the Prime Brokerage, Wealth Management, and Regulation and Risk (Dodd-Frank) fields.
PROFESSIONAL EXPERIENCE
Merrill Lynch - Bank of America Corporation, Pennington, NJ 08/16 - Present
IT Project Manager/PMO – Global Technology and Operations
As project manager/PMO I manage DOL 251/251A-LAE workstreams. The “Department of Labor” (DOL) is a compliance project created to comply with fiduciary rules enforced by the federal government.
· Manage and lead project teams through the full project lifecycle and successful implementation.
· Responsible for gathering business requirements from the business side, and initiating and moderating business requirement document reviews.
· Involved in risk management reviews analyzing risk items, and creating mitigation plans for each risk item in order to minimize threat.
· Responsible for working with technology teams to create High and Low level design documents, and scheduling document reviews with participating teams.
· Maintain lists of applications and business owners involved in projects, and obtain signoffs from product and technology partners.
·Gather all business requirements documents, High/Low level design documents, signoffs for PTB (Permit to Build) and PTO (Permit to Operate) documents and other required artefacts, and store them in shared folders in the Discovery (SharePoint).
· Develop and implement playbooks and timelines; record milestones using the Global Wealth and Investment Project Portal (GPP) tool.
· Manage and moderate weekly status calls and manage issues with individual systems when questions arise.
· Collect estimates and manage the estimate approval process and enter financials into the Case Manager financial tool.
· Collect weekly and monthly forecasts and confirm their completion and compliance with planned project spending utilizing the OP Plan tool.
· Oversee the development lifecycle including collection of percentage of completion data for CIT, SIT, and UAT testing.
· Monitor, create reports, and follow-up with defects filed by the test teams utilizing the HP Quality Center tool.
American Financial Resources Inc., Parsippany, NJ 08/15 – 10/15
Agile Project Manager
· Performed Agile Coach and Scrum Master duties; transformed existing SDLC to adopt Lean Agile methodology and Scrum framework.
· Guide business and technology partners to alter their mindset, formed the team in order to implement the Agile Manifesto principles.
· Utilized MS Team Foundation Server (TFS) tool to construct Portfolio items structure for AFR.
KPMG LLP, Montvale, NJ 03/14 – 06/15
Sr. Consultant - Tax Technology Practice
· Facilitate meetings with development and QA teams on a regular basis to establish task projections, including objective time estimates and deliverable dates.
ALEX GORBACH 908-812-5124 alexb.gorbach@gmail.com PAGE 2
· Develop FRD for test scenarios and scripts in order to monitor the performance of the KPMG Enterprise Assignment Manager Web application (designed to support KPMG mobility management and used to manage assignments for over 100 multinational companies).
· Develop and manage project plans, scheduling of timelines, and regular reporting for KPMG tax applications used by worldwide clients (utilizing MS Project 2010).
· Manage the process for development and execution of the test scripts, analyzed performance of test results, and created comprehensive reports for management and development teams.
· Create and maintain Product Backlog Items (PBI) and project related tasks utilizing MS Team Foundation Server (TFS) tool, in order to catalogue bugs and track task statuses.
· Create application process charts, procedures and functional guides and instructions for testers and business analysts in order to facilitate familiarization with testing methodologies.
· Participate in daily Scrum meetings as well as Sprint Planning, Sprint Review and Sprint Retrospective meetings for the projects.
Kaizen Technologies Inc., Edison, NJ 01/13 – 02/14
Project Manager
· Directed and mentored IT Project Managers on Project Management Institute standards, including all process groups and knowledge areas.
· Trained Project Managers on the proper creation and development of project plans utilizing MS Project to ensure proper project coordination and execution.
· Educated Project Managers on the creation of IT system diagrams utilizing MS Visio concurrent with Project Management certification training.
Merrill Lynch - Bank of America Corporation, Pennington, NJ 05/12 - 11/12
Project Manager - Global Wealth Management
· Responsible for supporting 50+ executives in the Office of Business Management through the development and implementation of projects and major BAU activities related to Financial Advisor, Trainee and Sales Support Compensation.
· Prepared Ad Hoc, monthly and quarterly performance reports for Global Sales Support leadership, generated from a client base of 11 million global brokerage accounts and 17,000 Financial Advisors.
· Managed Collateral, Inventory and Financial Advisor Segmentation projects, reporting key metrics on products such as fixed income and equities and insurance, resulting in over 300 reports annually.
· Supported Dodd-Frank regulatory initiative by providing detailed overview of the project status, risks, defects and their timely resolutions.
· Managed a Global Sales Support off-shore team of 5 developers to achieve business solutions based on project deliverables.
· Collaborated with stakeholders and analyze business requirements to define projects’ scope of work, and create WBS.
· Created MS Project schedules to monitor project progress and milestones and ensure timely project implementation.
· Initiated and maintained reporting relationships with project stakeholders including team members, managers and other affected departments to coordinate efforts across multiple business units and ensure continuous efficient management of projects.
AVTECH Technology Inc., South Plainfield, NJ 08/09 - 04/12
Project Management Business Consultant
· Used the MS Project 2010 to develop and manage project plans, develop timelines, resource management, scheduling, and regular reporting.
· Worked with marketing data and worked with MS Excel 2010 (pivot tables, macros, formulas).
Curriculum Optimization Project (Cost Minimization/Revenue Maximization)
· Calculated cost per class by assessing materials, budgets and duration per semester per class/student.
· Analyzed current program’s success rate in enrollment and retention.
· Reviewed IT equipment (hardware/software) and made suggestions on upgrades to improve efficiency and effectiveness.
ALEX GORBACH 908-812-5124 alexb.gorbach@gmail.com PAGE 3
Competitive Analysis Project (Market-Based Analytics)
· Created Benchmarking KPI’s through analytically designed competitor reviews and landscape analysis.
· Created gap analysis to insure program offerings are within the competitive set of requirements in the industry.
· Conducted SWOT analysis to determine product and system viability.
Marketing ROI Analysis (Quantitative and Qualitative)
· Evaluated each course offerings and analyzed strategies to increase profitability by creating ROI analysis (Case and Proxy).
· Initiated a $10,000 marketing campaign for positioning against competition to increase student class registration rate (Internal Rate Return and Net Present Value).
· Planned and executed Marketing Campaign to ascertain ROI with increased student registration (Result 10% new entrants).
· Analyzed execution of initiatives results for brake-even points and thresholds for profitability.
Telcordia Technologies, Inc., Piscataway, NJ 07/06 - 08/09
Systems Engineer/Project Manager
Network Surveillance Technology Engineering Department
· Responsible for fault management integration of network elements with the Network Monitoring and Analysis system (NMA).
· Served as a liaison between equipment vendors and NMA end users to define system specifications for NMA.
· Created detailed project plans assigning resources, rates, and external costs in order to generate an estimated budget.
· Collaborated with project managers providing technical input for risk/cost analysis.
· Created MS Visio graphics implemented into databases used to process system alarms.
· Managed proper change control procedures based on client scope change requests.
· Developed test strategies and executed interoperability test cases on vendor equipment.
· Presented periodic ad-hoc reports on current projects, client issues and future opportunities.
· Prepared Operations Systems Impact Analysis Reports based on interoperability test result analysis.
· Defined Methods and Procedures documentation for network element providers and NMA end users.
· Planned cross-product follow-up meetings to resolve technical issues.
· Scheduled documents and data model reviews to assure quality and consistency of documents.
American International Group, Inc., Jersey City, NJ 03/05 - 06/06
Sr. Consultant - IT Services, Domestic Brokerage Group
· Worked with front office personnel in order to identify project requirements and vet potential project risks.
· Managed an international team of developers in order to maintain AIG’s AIQUIC system.
· Collaborated with developers and SME’s to prepare functional specifications and installation instructions.
· Produced project status reports and resolved day-to-day issues with emphasis on the SDLC.
· Manage QA process of the Fusion Loss Processing Systems.
· Conducted scenario analysis based on policy type in order to calculate output using Excel’s capabilities.
· Exercised component checklists verifying correctness of each component build.
· Performed failure analysis, regression testing and fix verification.
· Accountable for design and development of Reorganization System to support National Union’s divisional restructure using MS Access (VBA) and Sybase 12.5.
· Created an efficient management reporting solution allowing National Union to account for business results and forecasts in both the current and future divisional structures.
Telcordia Technologies, Inc., Piscataway, NJ 07/00 - 02/05
Systems Engineer - Network Surveillance Technology Engineering Department
· Collaborated with Telcordia's Network Element Providers to define system specifications for NMA.
· Worked closely with project managers to provide technical input for cost and risk analysis and to develop schedules for new projects.
· Analyzed vendor’s documentation to design efficient system configurations, reduced expenditures, and generated appropriate system documentation.
· Created and implemented data models of vendor equipment based on business requirements and systems capability, resulting in sufficient alarm root cause analysis during network failures.
· Prepared Operations Systems Impact Analysis Reports based on interoperability test result analysis.
· Defined Methods and Procedures documentation for network element providers and NMA end users.
ALEX GORBACH 908-812-5124 alexb.gorbach@gmail.com PAGE 4
· Managed all aspects of end to end release processes to ensure that software release met customer needs on time.
Morgan Stanley & Dean Witter Inc., New York, NY 03/99 - 06/00
Consultant/Programmer/Analyst - IT Services, Investment Banking Division
· Accountable for system analysis, design and implementation of the Invoice application for Sub Ledger system.
· Oversaw the system which maintains expense records by individual client job number, providing an automated tool to facilitate effective control over client expenses and the accurate billing of these costs.
EDUCATION
State Optics-Mechanical College, Kiev, Ukraine
BS in Mechanical Engineering
Kaizen Technologies, Inc. Edison, NJ
Certificate: Project Management Professional (PMP Number: 1397251) from Project Management Institute (PMI)
Certificates: PM using SCRUM Agile Methodology, Risk Management, and Earn Value Management (EVM)
Avtech Institute of Technology, South Plainfield, NJ
Certificates: Business Analysis, MS Project 2010, MOS, A+, Network+, MCSA, and CCNA
Think Tree Technologies Inc. Edison, NJ
SAP CRM/SD Training Course
Completed hands-on training program for SAP SD and SAP CRM modules
Professional Membership & Certifications:
Certified Project Management Professional (PMP) from Project Management Institute (PMI), Network+ Certified Professional
TECHNICAL SKILLS
Database Systems: Sybase, MS SQL Server, MS Access, SQL, Oracle, and T-SQL
Languages: VBA, VB (ADO, DAO, RDO, ODBC), COM, and VB Script
Tools: MS Office, MS Project, MS Visio, SharePoint, PPM Clarity, VSTS, HP QTP, PVCS Tracker, Citrix, and MS Remote Desktop, GPP, Case Manager, OP Plan, HP Quality Center
Protocols: TCP/IP, NetBEUI, NetBios, NWLink (IPX/SPX), DHCP, Wins, and DNS
Security: Firewall (Windows XP, McAfee, and Norton)