Candidates About

Paula I. Coseo

Professional SUMMARY

Experienced in Development Project Management, Agile Program Management, Marketing, Change Control Management, Release Management, Revenue Analysis, Income Processing, Banking, Financial Services Accounting. Areas of expertise include determining project requirements, team management, budget analysis, and time management and prioritization.   

Skills

Project Management: Team Management and Organization, Strong Organizational skills, Scope Development and Post Analysis, Management of Design, Code reviews and Scheduling.

Accounting: Analysis, Reconciliation, understand Software from the User and Development point of view.

Software: Microsoft Office: Word, Excel (including pivot tables), Project and Access. Maintained Revenue recording system in Access, JIRA, GitHub, Rally (Agile Development Software), WebEx, Workamajig (Project Management Software), Share Point Administrator, Quality Center, Trust 3000, Advantage Fee, Fiserv Vision: General Ledger. Managed development projects in Shopify, Drupal, .net and Word Press CMS.  

EXPERIENCE

BFG Marketing, LLC, Director of Interactive Operations                                                          09/2013-01/2018

Bluffton, SC

·         Responsible for managing website projects through Client Brief, Strategy, Wire Frames, Creative Process, Development, QA, Launch and Post Release Maintenance.

·         Hired as Interactive Project Manager, Promoted to Senior Interactive Project Manager and then Director of Interactive Operations.

·         Trained and managed team of digital project managers who worked on all the digital projects in the agency.

·         Worked with the Development and Quality Assurance team in determining solutions to client challenges. Guided existing and potential clients in recommendations including: website performance optimizations, user experience, software platform, CMS, server and CRM.

·         Prioritized projects and allocated resources throughout the agency to meet client deliverables.    

·         Develop detailed project plans to ensure that all critical tasks are identified and appropriately assigned and coordinated among the teams

·         Translate business and technical concepts to the Clients and Account team to ensure that the client objectives are met.

·         Responsible for defining project requirements and preparing the Scopes of Work

·         Responsible for ensuring that projects complete on time and budget.

·         Lead stand ups with the User Experience, Development, QA and Project Management teams and prioritize all projects throughout the agency.

·         Managed multiple client’s digital projects including: new website builds and maintenance, HTML 5 ads, social media, contests and sweepstakes projects.

·         Documented the development digital project process and trained client team on the process.

SEI Investments, Agile Assistant Program Manager                                                                          11/2012-06/2013

Oaks, PA

·         Performed project management tasks to assist in implementation of the Scaled Agile Framework. Supported and executed ongoing improvements for the betterment of the Scrum Teams and program.

·         Worked with agile team stakeholders to ensure all teams are working towards the successful completion of one integrated solution.

·         Scheduling training sessions, coordinated calendars, delivered presentations, documented and built processes to support the implementation of the Scaled Agile framework.

·         Coordinated and updated team rosters to support the agile cadence.

·         Set up and implemented training sessions for on shore and off shore for the use of the Rally tool and provided support to those units utilizing the tool.

·         Coordinated with the Share Point administrator to create and provide ongoing updates of segmented files, documentation, calendars, videos and new artifacts for the agile community education.

·         Worked within the Program Portfolio Management Office to adopt meaningful policies and procedures to support agile development.

·         Conformed to shifting priorities, demands, and timelines.

·         Worked with Conference Center on program logistics to ensure that the WebEx and Video Conferencing operated satisfactorily to ensure the global employees are incorporated into meetings and trainings.

SEI Investments, Release Management Team- Change Process Controller                                  05/2011-11/2012

Oaks, PA

·         Responsible for maintaining the requests for changes/bugs to the financial services software: including approvals, prioritization and deployments.

·         Organized management meetings to review and determine the resolution process for all software defects.

·         Part of the Release Management team that planned for the release: including weekly meetings of all stakeholders on the status of the progress for preparedness for the release and organizing all participants for the Business Validation.

·         Assist in the coordination of the Release Notes and reconciliation that all changes are communicated.

·         Maintain and follow up on the status of all issues resulting from the fall out of a release and communicating to all stakeholders.

·         Responsible for providing all samples requests to the audits of the software deployments to ensure that SAS 70 requirements were fulfilled.

·         Share point administrator for the Services team site.

SEI Investments, Revenue Analyst                                                                                                         04/2007-05/2011

Oaks, PA

·         Responsible for maintaining all Accounts Receivable for the Investment Management business segment.

·         Analyze and record the monthly revenue accruals.

·         Reconcile all unbilled and billed receivables at month end.

·         Responsible for making sure all billing is in agreement with the client contracts.

·         Responsible for making sure the audit procedures are being abided and provide the requests and explanations to the auditors.

·         Assist Fund Accounting Managers and Relationship Managers with billing inquiries and client issues.

·         Responsible for preparing month end revenue analysis.

·         Created and recorded all invoices.

·         Applied all payments and reconciled cash to general ledger.

·         Responsible for maintaining Access database, making enhancements and troubleshooting any bugs

SEI Investments, Income Processing Analyst                                                                                      01/2006-04/2007

Oaks, PA

·         Created the daily exception spreadsheet and assigned items to the CMO team.

·         Reconciled Asset-Backed exceptions. This process includes analyzing factors, interest rates, free receipts, trades, and original face issues.

·         Reconcile pre-balancing items in custody.

·         Answered Issue tickets of banking client questions and inquiries

Phoenixville Federal Bank and Trust, Accounting Clerk                                                                    01/2002-12/2005

Phoenixville, PA                                                                                         

·         Reconcile daily transactions of all four branches to the General Ledger. Including: checks in, checks out, cash in, cash out, bonds sold, and money orders.

·         Reconcile daily transactions with corresponding banks to the General Ledger. Including: branch deposits, Cash Advance charges, Wires transferred In & Out, & ACH transactions.

·         Balance General Ledger accounts. Including: various asset and liability accounts.

·         Verify loan-boarding sheets to the General Ledger.

·         Produce and post journal entries. Including: loan fees, miscellaneous receipts and disbursements, and deposit adjustments.

·         Responsible for Accounts Payable.

EDUCATION

·         Montgomery County Community College, Accounting A.S.

o   Montgomery County Community College Dean’s List

·         Project Management Institute, PMP Preparation Training