Candidates About

Jeffrey B Heller, MIT, CSM

SUMMARY: Recognized Senior Technology Project Management professional with extensive leadership experience with Infrastructure, Application Development and Life Insurance and Annuity projects. Possesses the ability to deliver business critical projects on time and within budget. Extensive experience with numerous platforms including Annuities, Insurance, Finance, eCommerce, Telecom, Wireless and Mobility. Manages all stages of Enterprise software, hardware and system implementations from Initiation through Closure. Manages budget and onshore and offshore resources for all projects. Leads communication with stakeholders regarding product goals and progress made, including monthly project status updates in front of executive management. Experienced in Waterfall and Agile development methodologies.

CORE COMPETENCIES: Technology Strategy, Business Transformation, Business Requirements Development and Evaluation, Business Analysis, Application Development, COTS Implementations, Technology Infrastructure Development.

Project Management: Waterfall, Iterative and Agile Methodologies and Tools, Advanced Initiating Skills (Develop Project Charters), Planning Skills (Plan and Manage: Scope, WBS, Estimation, Schedule, Cost, Quality, Resources, Communications, Risks and Stakeholders), Advanced Executing Skills (Direct and Manage all project work.), Advanced Monitoring Skills (Validation and Control Tasks) and Advanced Closing Skills, Ability to Lead Daily Scrums and Sprint Retro, Ability to Manage Burndowns, Blockers and Dependencies.

TECHNICAL SKILLS: JIRA, Confluence, MS Project, NetSuite OpenAir, Clarity PPM, Quality Center, MS Access, MS Excel, MS Word, MS SharePoint, MS Visio, MS PowerPoint, MS Dynamics, JCL Catalogued Procedures, Cobol, SQL Server

PROFESSIONAL EXPERIENCE:

NTT DATA, Inc. (Under contract to Se2, Inc, Bridgewater, NJ)                                               January, 2017 - December, 2017

Senior Agile Project Manager/Scrum Master                                                                                             January, 2017 - December, 2017

·          Managed an Agile team responsible for all system changes within a multiple client inventory of Mutual Funds and Fixed and Variable Annuities. These changes include, but are not limited to: Fund Additions, Name Changes, Fund Closings (hard or soft closings), Fund Liquidations, Fund Mergers, Cusip Changes, Share Class Changes, Fund Removals and Stock Splits. On May 1, 2017, we processed changes to 48 funds with each fund averaging 10 products. It was also my responsibility to manage communications between the Delivery team and the client.

·          Managed a Fund Substitution effort for a leading Retirement, Life and Reinsurance client, using the Agile XP Process. The scope of this effort was to consolidate 43 funds into 16. The funds had 109,000 contracts attached to them. The $2.0B in assets represents the largest fund substitution ever filed with the SEC. As PM, managed the changes made to the funds on the back-end systems and all verifications in QA and Production. I was also responsible for providing status updates to and managing communications directly with the client.

·          Managed an Agile effort to fix a Feature Detail Issue in the LifeCad application that was caused by a previous modification. As PM, managed a team to create a feasible workflow and to develop a process to maintain the application’s stability as new features become available in the future.

·          Business Services Scrum Master:

o    Manage Daily Scrums as part of two week Sprints for the Business Services Systems and Applications Department.

o    Lead Sprint Planning and Sprint Retrospectives.

o    Ensured that team members track work through Epics, User Stories and Sub Tasks in JIRA.

NEW YORK LIFE INSURANCE COMPANY, Clinton, NJ                                                           October, 2006 – October, 2016

Scrum Master                                                                                                                                September, 2015 – October, 2016

Sr. Project Manager                                                                                                                                      March, 2011 - October, 2016

Project Manager                                                                                                                            October, 2008 - March, 2011

Recognized by management and peers as a top performer. Directed and tactically managed infrastructure and application development projects, upgrades and migrations. Managed budgets, resources, risks and schedules for high visibility projects:

·          Member of a steering committee to study the Agile Methodology and to develop a plan to identify projects that would benefit from using an Agile approach in addition to the existing Waterfall Methodology.

·          Managed an Agile effort that required all external vendors to replace the current New York Life Ping Federated SHA-1 signing certificate with the SHA256 certificate in all environments. As PM/Scrum Master, ran Planning/Backlog Grooming, Scrum Sessions and Sprint Retros.

·          Managed an enterprise-wide effort for the IT Asset Management team to comply with requirements mandated by Corporate Audit.  This effort required documenting the processes in place to manage IT assets and storing them in a central Share Point repository. As PM, managed this Agile effort to produce and submit process documentation to Corporate Audit on a monthly schedule for 27 identified audit items. As each item did not have an individual due date, the Agile Methodology provided the team the flexibility to change deliverable dates for each task as new information became available. The delivery team was able to focus on continuous delivery and minimize waste.

·          Managed compliance enhancements and updates to the yearly Employee and Board of Directors Conflict of Interest questionnaires. The purpose of this questionnaire is to obtain information regarding any actual or potential conflicts of interest and to ensure compliance with certain laws, rules and regulations. As PM/Scrum Master, ran Planning/Backlog Grooming, Scrum Sessions and Sprint Retros.

·          Managed e-Signature (Infrastructure and Application Development) solution which was integrated to enable NYL agents to increase quality and decrease processing time for client facing transactions and to allow for the complete automation of straight through processing. Implemented and modified an out of the box software package which enabled agents to procure and submit signed policies in real time. As PM, managed this effort across multiple business and technology departments through the full project life cycle from Initiating through Closing and provided monthly updates in front of upper management, including the CIO.

·          Managed eDelivery (Infrastructure and Application Development) solution to provide New York Life clients the ability to receive documents, correspondence, forms and letters and statements from the New York Life Virtual Service Center in place of printed copies. This effort required a re-design of and modifications to the Virtual Service Center web page. As PM, managed this effort across multiple business and technology departments through the full project life cycle from Initiating through Closing and provided monthly updates in front of upper management, including the CIO.

o    Key deliverables: 1. Reduced items printed and mailed to clients thereby reducing costs.                                   2. Enabled flexibility to select eDelivery preferences.

·          Managed the LTC Claims Printing project, a Waterfall effort for the New York Life LTC Division to address a need to expand on its ability to generate an Explanation of Benefits (EOBs) out of the new LTC Claims System (Pega) and store them in Filenet for later reprint / reference needs.

·          Managed the LTC Paperless Workflow project, an effort for the New York Life LTC Division to increase the LTC Imaging System infrastructure capabilities by developing a reusable document ingestion solution for importing documents and indexing information into the FileNet image repository, updating claims security configuration, and developing employee claims configuration in FileNet. As PM, managed the project life cycle from Initiating through Closing.

Sr. Technical Analyst                                                                                                                     April, 2006- October, 2008

·          Provided Level 2 Support for New York Life Field Technology Software Applications for New York Life General Offices.

·          Managed deployment of new computers to NYL General Offices via Symantec LiveState Delivery tool.

·          Managed patching process to NYL General Offices via Symantec LiveState Delivery tool.

Other Professional Experience

PERSHING LLC, DIVISION OF BANK OF NEW YORK SECURITIES CORP., Jersey City, NJ      

Sr. Online Trading Business Solutions Technical Analyst                                                        

·          Provided first and second level technical support for Net Exchange Pro, Pershing's front-end trading application.

·          Assisted brokers with technical and non-technical trading related issues.

Sr. Technical Analyst                                                                                                                        

Technical Analyst                                                                                                                             

·          Designed procedural document outlining responsibilities and functions of the Technical Help Desk.

·          Developed JCL Catalogued Procedures to re-transmit batch jobs and re-print reports upon request.

·          Developed and implemented procedures in order for the help desk to become HDI certified.

EDUCATION:        

PROJECT MANAGEMENT ACADEMY, Morristown, NJ                                                             

·          Certificate of Completion, PMP Exam Preparation Course

GROW LEAN, LLC, Edison, NJ                                                                                                    

·          Certified Scrum Master  

AMERICAN INTERCONTINENTAL UNIVERSITY, Hoffman Estates, IL                                   

·          Master of Information Technology Degree (3.63 GPA)                                                                             

THOMAS EDISON STATE UNIVERSTY, Trenton, NJ                                                                         

·          Bachelor in Arts Degree                                                                                                                                       

THE CHUBB INSTITUTE, Parsippany, NJ                                                                                         

·          Diploma - Data Center Support                                                                                                                         

COUNTY COLLEGE OF MORRIS, Randolph, NJ                                                                      

Associate in Arts Degree                                                                                                                               

CERTIFICATIONS:

·          Certified Scrum Master (CSM)                                                                                                       

·          HDI Support Center Analyst Certification                                                                     

AFFILIATIONS:

·          Project Management Institute (PMI)

·          Scrum Alliance