Candidates About

Daniel A. Schreier

Program Management, Process Improvement & IT Governance

 

Summary of Qualifications:

·         10+ Years as Client/Delivery/Program/Project/Support Manager & Scrum Master

·         10+ Years in Product Ownership, Process Improvement, Business System Analysis

·         10+ Years Establishing IT Governance Groups, Including PMOs, SDLCs & JIRA Administration

 

Leads the delivery of solutions that provide business process improvements and optimized software applications.  Manages the business value of information technology using judgement acquired from a background that combines a superior business acumen, broad IT management experience and exceptional team building skills.  Career path began as a functional Operations Manager while earning an MBA degree from the University of Southern California, before making significant contributions in information technology and consulting organizations.  Seasoned at navigating extremely challenging environments to deliver success.

 

Specialties:

 

Client/Delivery/Program/Project/Support Management & IT Governance: Client Relationship Management, Turn-Arounds correcting failing Business/IT relationships, Enterprise Level, Business Transformation, Capital Budgeting and Project Intake, Solution Ownership, Software Development Life Cycle (SDLC), Delivery Management, Scrum Master, Jira Administration, Quality Assurance Testing, Mission Critical Production Support, PMOs, Budgets, Project Plans, Roadmaps. Success in multiple environments across multiple industries (high pressure, large Corporate, small Entrepreneurial, and Consulting environments in Financial Services, Entertainment, Manufacturing & Life Sciences).

 

Process Improvement/Product Ownership/Business System Analysis: Process Mapping, Gap Analysis, Requirements Definition, Design, Functional Architecture, Wire Frames, Prototyping, Use Cases, User Stories, Workflow, Specifications.

 

Team Building: Builds global cross-functional resource teams diverse in culture and geography. Directs onshore/offshore software development teams and vendors.  Experienced in managing direct reports.  Mentoring.

 

Highlighted Contributions                                                                                                                

 

·         Initiated and led the transformation of a loan acquisition department, realizing $1.2 million in reduced expenses.  Re-engineered operational processes, converted to a paperless administration of documents and enhanced a core loan origination system to enable its use for acquisitions by purchase.

·         Originated delivery of corporate information technology services and managed the project portfolios for two newly organized mortgage bank divisions comprised of ten distinct business units responsible for more than $100 Million in profit.

·         Led the development of a custom ERP solution, the largest project for the three small business companies involved.

·         Accepted an IT Manager role and inherited 12 undefined technology projects plus four active projects that were over budget and behind schedule in various stages of the SDLC.  Successfully corrected the failing projects, originated the technical resource team and completed all objectives while saving $80K on the operational budget.

·         Managed mission critical production system support resulting in a transaction and reporting success rate of 99.9%.

·         Helped establish several companies’ IT governance groups, involving setting up PMOs and formal SDLCs, plus implementing JIRA Administration and other SDLC management tools.

 

Academic Credentials                                                                                                                       

 

M.B.A., University of Southern California, Finance

 

B.S., Seton Hall University, Management

Career Summary                                                                                                                                

 

 

Universal Music Group     2015—2017

Sr. Program Manager, IT Digital Initiatives Division, Asset Storage Platform and Exchange Node (ASPEN) Team & Project Management Office (Consultant)

Joined the IT governance group of the largest music corporation of the world to help establish their first Enterprise PMO and improve the delivery performance of the IT team responsible for building an enterprise archive for digital music assets across audio, image, and video media formats.  The archive is part of the Digital Global Supply Chain, ingesting and storing assets received from music label companies located across the world, providing search and retrieval capabilities, and executing delivery of fulfillment requests to online retail business partners.

 

Highlighted contributions feature:

·         Managing delivery for the ASPEN-IT team across 5 sponsored programs.  Team consisted of 5 developers, 4 analysts/project managers, and 2 management reporting lines outside of the PMO.

·         Integrating two centralized corporate support teams previously not involved in the ASPEN IT Delivery process:  Quality Assurance Testing and Production Application Support.

·         Establishing the first SDLC methodology, customized for the team (Agile - DAD).

·         Operating as Scrum Master and Implementing JIRA as an Administrator.

 

CPI Solutions     2011—2015

Sr. Functional Solutions Architect, Application Development Consulting Practice (FTE)

Joined a family-owned consulting company focused on small business IT needs, to help grow a new Application Development consulting practice.

 

Partnered with clients, sales and IT development teams as the solution owner on all deliverables, which included:

·         Defining business needs and requirements, designing detailed software solutions, driving project execution, and managing the client relationship from pre-sales through application production support.

·         Performing as point person for client communications, managed budgets, and authored documents including Statements of Work, detailed Solution Specifications and other various engagement deliverables.

·         Directing information technology resources that were internal and on-site as well as external and international.

·         Established a new relationship with an offshore development vendor, leading a transition in business partners.

 

Led the development of an ERP solution that enabled a leading manufacturer of pool, bath and spa supplies to update its current platform that was over 10 years old.  Project scope involved a significant process re-engineering effort that combined defining new detailed business processes, designing custom software to optimize these processes, and development of more than 10 critical software application modules by the offshore technical team.  Significant functions were order entry and processing, accounts payable and accounts receivable, manufacturing, purchasing, assembly, warehouse inventory management and shipping.

 

Oaktree Capital Management     2010—2011

Sr. Project Manager/Sr. Business Systems Analyst, IT Change Management Group (Consultant)

Joined an investment management firm’s IT governance group to manage a project that developed a system to centrally store client wire instructions and provide them to a vendor system for payment processing.

Partnered with management, key business staff, and IT teams as the solution owner to:

·         Originate and re-engineer business operation processes, ensuring effective controls were in place regarding the setup, maintenance and utilization of the wire instructions.

·         Drive the execution of the project throughout the entire lifecycle, across multiple business units and technology groups that were both internal and from an external vendor.

·         Establish, as the pilot initiative, the company’s first formal SDLC (Agile - DAD).

 

 

Lender Processing Services     2008—2010

Sr. Functional Solutions Architect, Application Technology Division (Consultant)

Joined a large mortgage technology services corporation to assist in the development of a new system that managed property tax liabilities for large loan portfolios.

This product was marketed to mortgage banks via a SaaS model and the role involved:

·         Defining requirements and the functional design of the system.

·         Authoring detailed system documentation for use by various technology and functional business teams spanning across multiple geographic locations.

·         Establishing, as the pilot initiative, the company’s first formal SDLC (Agile - SCRUM).

 

Countrywide Financial Corp     2007—2008

Sr. Functional Solutions Architect - Wholesale Lending, Application Technology Division, SVP (FTE)

Joined the large mortgage bank to manage relations between the Wholesale Lending Division, Application Technology Organization and the Project Management Office.  This role drove the company’s SDLC (Waterfall) for technology project initiation and system design.

 

Defined and designed the detailed functional architecture of the company’s top priority enterprise level system projects.  Led successful partnerships between multiple business and technology teams throughout the formal SDLC, which involved:

·         Collaborating with executives and staff to determine needs and requirements.

·         Chairing joint application design sessions to define solutions and produce analysis artifacts (use case briefs, functional designs, wireframes and system diagrams) that provided clarity of key details.

·         Ensuring that the technical development met corporate standards and the delivered solution met the business’ needs.

 

Accomplishments featured re-engineering the company’s Mortgage Underwriting function, which realized improved effectiveness and operational efficiency in credit risk management.   

 

IndyMac Bank     2000—2007

Business IT Relationship Director - Chief Investment Office, Corporate Technology Division, VP  2005-2007 (FTE)

The final position in a series of promotions, having joined a small mortgage company which evolved into a rapidly growing large mortgage bank.  Established the first corporate technology services management role for a newly organized business division (revenue group) responsible for over $100 million in profit and comprised of the following four business units: Conduit Loan Acquisitions; Investment Portfolio; IndyMac Securities Corporation; and Employee Banking.

 

Managed the division’s technology investment, capital expenditure process, and IT project portfolio, which involved:

·         Owning relations between the business division, IT organization and governance groups, with a mission to collaborate and develop IT strategies and detailed solutions in alignment with the company’s strategic objectives.

·         Managing capital and operational budgets ($2M and $300K) for projects and resource teams.

·         As solution owner, leading the execution of initiatives throughout the company’s formal SDLC (Agile – DAD), from conception through solution definition, delivery and post deployment support.

 

Accomplishments feature leading the re-engineering of a loan acquisition department, which recognized a $1.2 million reduction in expenses.  This program required a significant process re-engineering effort that involved originating electronic data interchanges (EDI), utilizing imaging technology to eliminate paper, and enhancing the company’s core loan origination system to enable its use in administering acquisitions by bulk purchase.

 

Business IT Relationship Manager - Enterprise Risk Management, Corporate Technology, AVP 2004-2005

Promoted into the position to establish the first corporate technology services management role for a newly organized business division (control group) consisting of six distinct business units: Corporate Compliance; Legal; Corporate Regulation; Internal Audit; Fair Lending; and Asset Valuation.

 

Managed the division’s technology investment and IT project portfolio while coordinating resolutions to escalated system support issues.  Successfully turned around four inherited failing projects, originated the technical resource team and completed all objectives while saving $80K to the operations budget.

 

Accomplishments included automating compliance with the Bank Secrecy Act and US Patriots Act by implementing an anti-money laundering system and an OFAC screening, implementing an invoice function to the Legal Department’s matter management system, and implementing a system for compliance with SOX regulations.

 

Mission Critical Production Application Support Manager, Treasury Systems, Corporate Technology, AVP 2002-2004

IT Project Manager, Treasury Systems, Corporate Technology 2000-2001

Joined the mortgage company immediately prior to the purchase of a retail bank, which transformed the organization into a rapidly growing, large mortgage banking corporation.  Promoted to manage 24-hour production support of the company’s mission critical Treasury systems, after successfully leading their development and implementation as Project Manager, during the initial stages of the bank’s transition, which involved:

·         Growing the Wire Payment System to 21 interface points, including a system interface with the Federal Reserve.  The system processed an average of 1,100 daily transactions totaling $400M.

·         Building the Collateral Management System, with a total loan value of $26B, producing critical financial reports.

·         Establishing the original technology resource support team and multiple technical environments, including a disaster recovery environment as part of the emerging Business Continuity Plan.

 

Significantly contributed to establishing a governance program to mature the IT operations of the enterprise, including the initial creation of: a PMO office, a SDLC methodology (Agile - DAD), a capital budgeting process for procuring sponsorship, a centralized Release Management Group for executing deployments and a data security protection group to approve all delivered solutions.

 

 

TECHNOLOGIES & TOOLS:

 

SDLC Methodologies –  Agile: SCRUM, Kanban, Disciplined Agile Delivery (DAD), Scaled Agile Framework (SAFe).  Classic Waterfall. Hybrids.

 

PM & Analysis Tools – JIRA Administration, Axure (Wireframes), Microsoft Visio, Microsoft Project, Microsoft SharePoint, Microsoft Office, Microsoft Team Foundation Server, Daptiv, Connectwise, Clarity, ChangePoint

 

Application Development Technologies – .Net, MVC Framework, EDI, Web Services, FTP, XML, JavaScript

 

Relational Databases – Microsoft SQL Server, ORACLE

 

Operating Systems - Windows Enterprise Server, Windows Desktop

 

Internal Applications (Function):
·   ASPEN (Music Asset Storage Platform / Exchange Node)	·      WW ERP (Enterprise Resource Planning)
·   DNA Matcher (Lab DNA Profile Admin)	·      RMDB (Laboratory Operations Admin)
·   RH (Reservation Scheduler)	·      CED (Corporate Intranet)
·   WID (Money Transfer Wire Instructions Database)	·      Tax Desktop (Property Tax Admin)
·   Fidelity (Property Tax Admin)	·      MSP (Mortgage Servicing Platform)
·   EPS (Mortgage Rules Engine for Risk and Pricing)	·      Pipeline Management (Underwriting)
·   eMITS (Loan Origination)	·      Bulk Indexing Tool (Document Imaging)
·   Matter Management (Legal Operations Admin)	·      TIMS (Bulk Money Transfer Wire Payment Interface)
·   CMS (Collateral Management)	·      MARS (Multi-Currency Accounting & Reporting)

 

Vendor Applications (Function):
·   Virpak by Virpak (Document Imaging)	·      SourceCorp by SourceCorp (Document Imaging)
·   Ascent Capture by Kofax (Document Imaging)	·      Siebel by Siebel (Customer Relationship Management)
·   CCM by ACL (Anti-Money Laundering)	·      RiskResolve by Providus (SOX Compliance)
·   OFAC Tracker by ChoicePoint (FINCEN Compliance)	·      CRA Wiz by PCI Services (HMDA Compliance)
·   Auto Audit by Paisely Consulting (Audit Issue Mgmt)	·      SecondLook by TENA (Audit Self-Assessment)
·   QRM by QRM (Asset Analysis)	·      Cash Register Plus by BNYM (Wire Payments)
·   Payment Workstation by BONY (Wire Payments)	·      WANDA by BOA (Wire Payments)
·   GFX by Bankserv (Federal Reserve Interface)	·      One Connection by BankOne (Wire Payments)
·   ResourceIQ by SunGard (Cash Management)	·      SmartStream by GEAC (Enterprise Resource Planning)