William Orth   

A program and project manager with solid management experience in the insurance and financial services industries.  Winning track record in both Fortune 500 and privately held companies.  Work experience in project management is broad-based, expertise in project leadership, project triage, business process re-engineering, business development, application development, customer service.

COMPETENCIES ________________________________________________________________

●       Project Management

●       Vendor Management

●       Systems Integration

●       Resource Management

●       Software Development Lifecycle

●       Management Presentations

●       Software System Selection

●       Project Cost Estimation

●       Problem Solving

●       Multiple Location Coordination

●       Business Process Management

●       Scheduling 

●       Stakeholder Management

●       System Analysis

TOOLS  _________________________________________________________________________

●       CA Clarity PPM

●       Confluence

●       IBM Jazz

●       JIRA

●       MS Access

●       MS Excel

●       MS Outlook

●       MS Power point

●       MS Project

●       MS SharePoint

●       MS Visio

●       MS Word

●       Service Now

●       SQL

CAREER EXPERIENCE ___________________________________________________________

Rivers Consulting, Program Manager- Contractor                                                 Aug 2017- Feb 2018

Program Manager –Contractor in the Data Analytics division of an international professional services firm.

●       Organize, plan and manage technology programs and projects as part of the overall Data and Analytics technology support group, including implementing new products, services and capabilities that support the practice.

●       Work with leadership to set and communicate the overall strategy and objectives to the project teams, ensure that individual project goals align with the strategy.

●       Establish budgets, set priorities and allocate resources to individual teams ensuring project teams have the required resources

●       Ensure key project components and artifacts are in place including project organization, requirements and benefits, schedules, budgets and costs

●       Oversee the execution of project plans, ensuring costs, schedule and quality are on target, risk and issues are tracked and mitigated Prepare and stage project, if necessary create exception plans in conjunction with project team while partnering with stakeholders and Project Management Office

●       Report and present status, assess progress through project stages, work through project barriers, understand different perspectives when project situations arise and represent all interests to find a solution

●       Establish positive and collaborative relationships with customers and demonstrate a clear understanding of both internal and external customer requirements and measurement criteria

Axelon Services Corporation, Program Manager- Consultant        Jan 2017-Aug 2017 Program Manager –Consultant in the Data Analytics group of major insurance company working on five mission critical projects with combined budgets of over $8 million.

▪         Create and maintain project schedules, system proposals and weekly project status reports, project risk and issue lists using the Microsoft Office Suite of tools including MS Project, MS PowerPoint, SharePoint.

▪         Review  weekly status reports with PMO, project stakeholders and various department managers providing program and project transparency

▪         Create, maintain and present  project documentation for phase gate review (PGR) ensuring projects remain on track and in compliance

▪         Work with Clarity PPM to forecast resource allocation providing schedule and budget  efficiency

▪         Lead meetings with project team, reviewing project schedules, status of assigned tasks, risk and issue list

▪         Work with vendors coordinating and executing SOWS

TIAA-CREF, Senior Application Analyst                                                                    Aug 2010-Oct 2015

▪         Supported the conversion of  life insurance sales to issue software to a streamlined vendor owned system on the web utilizing salesforce.com

▪         Worked with business sponsors and various stakeholders developing Requests for Proposal (RFP) to reflect accurately project needs and prescribed guidelines.

▪         Reviewed vouchers for payment from vendors to align with appropriate statement of work (SOW), ensuring work performed was accurately charged to project financials, avoiding overcharges and double billing.  

▪         Introduced agile methodologies for triage support to prioritize customer service issues to meet or exceed targeted service goals.  Identified root cause of production issues and tracked intermediate and long-term issue resolutions

▪         Facilitated daily scrum meetings with team members to ensure timely resolution of production issues.  Resulting in improved user experience and quality of data to meet customer service level agreements

▪         Recommended add items for production issue backlog to address in sprint cycles, managing the  timely introduction of product enhancements, using IBM Jazz tool for creation of tasks, etc.

▪         Coordinated quarterly disaster recovery exercises for life insurance group communicating status company wide to senior management, product owners, project teams, etc.

▪         Resolved discrepancies uncovered during disaster exercise ensuring disaster environment was production ready for life insurance group.

TIAA-CREF, Web Manager –Program Manager                                                                Jan 2007– Aug 2010

●       Supervised the transition of web application production support from internal staff to external vendor with in-house, on-shore and off-shore resources (outsourcing) resulting in 24 hour support coverage

▪         Managed staff assignments and conducted staff performance reviews, mentoring staff to meet prescribed company goals.

▪         Provided budgeting and forecasting for delivery of projects exceeding 1 million dollars. Achieved targeted goal of being within 5 percent of project estimates.

▪         Negotiated service level agreements and commitments between business unit(s) and application development from initial requirements to final implementation fostering overall project success.

▪         Communicated to all project stakeholders, project status on a regular basis, ensuring project transparency

TIAA-CREF, Project Manager – Senior Project Manager                                      Jan. 2000–Jan 2007

▪         Analyzed business partner’s operations to understand their strengths and weaknesses and determine opportunities for automation of business processes and functions to improve productivity and reduce costs. 

▪         Utilized Agile, Iterative and Waterfall methodologies for the design, development, testing and implementation of internet and intranet web based applications for the Retirement Services Unit.

▪         Responsible for systems analysts and application development activities through direct and matrix staff.

▪         Translated high-level business requirements into functional specifications for the IT organization and managed changes to such specifications enhancing project quality.

▪         Supervised the creation of project artifacts and documents such as Business Requirements Document (BRD), Functional Requirements Document (FRD), Technical Design Document (TDD), Project Implementation Document, Lessons Learned Document, etc. 

▪         Directed development teams in the areas of scheduling, technical design, future planning, and standard development practices.  Applied the PMI’s PMBOK project methodologies. Originally passed PMP Exam December 2004. 

▪         Created and maintained project schedules, system proposals and weekly project status reports, using the Microsoft Office Suite of tools, Clarity with Open Workbench, and Primavera Team Play.  Met scheduled milestones of project objectives avoiding cost overruns.

▪         Created and maintained project risk and issues list with mitigation strategies to not adversely impact project quality, cost or team productivity

▪         Managed the onboarding and off-boarding of project team members, which consisted of local, remote, and off-shore members, maintaining project team size and spending efficiencies.

▪         Improved business intelligence reporting capabilities by capturing browser based application statistics.

TIAA-CREF, System Administrator / Senior System Administrator    Nov 1996-Jan 2000

▪         Managed the development and delivery of several mission critical PC based applications, used by internal and external consulting staff, providing timely and accurate information regarding client contract data, amount of assets, asset allocation selections, etc.

BSG Alliance / IT Inc., Supervising Consultant                                                Jun 1995-Nov 1996

▪         Functioned as liaison between consulting company and client project manager directing team of consultant developers in the weekly objectives for group

▪          Developed formal written proposals and made sales presentations to prospective clients.

▪          Developed work plans, made staff assignments & assisted in project estimation.

AFCO Credit Corporation, Director of Agency Automation               Oct 1989-Jun 1995

▪         Project Manager for a mission critical external software application installed in over 1200 client office