Candidates About

David Rosenthal

PROJECT / PROGRAM MANAGER

IT STRATEGY • CLOUD/BIG DATA • AGILE DEV/OPS • CUSTOMER/MARKET CENTRIC

SUMMARY

Senior product and digital operations strategy executive with a B.S. in engineering, an MBA in finance and over 15 years experience managing HW & SW projects.  Led cloud and application migration projects, SOA implementations, data lake and enterprise data management projects for entrepreneurial startups and large matrixed organizations (Deloitte, AMEX, UBOC, LPL Financial, DirecTV, Disney)

Responsible for strategic enterprise IT portfolios of $400M+.  Led global digital transformations, managed the entire product lifecycle and dev/ops team deliverables.

Managed vendor negotiations and contracts while leading project stakeholders, diverse technology teams and SMEs. Allocated resources, tracked tasks, documented artifacts and ensured regulatory compliance to mitigate risk and ensure successful delivery.

Certified ScrumMaster; proficient with IT frameworks and best practices: CMMI, COBIT, ITIL, Lean/Six Sigma/DMAIC, ISO 2700x, TOGAF, PMBOK, Agile/Scrum & waterfall SDLC

Deep business relationship experience forecasting demand and developing the IT and capacity plans to support corporate objectives and delivery of critical business capabilities. Exposed up-sell opportunities and strategies for multi-line businesses in areas of IT/business process interoperability and dev/ops collaboration.

Expertise in developing complex financial models and business cases for proposing and justifying major investments.  Led project prioritization, analyzed portfolio waterline, crafted MSA’s, SOW’s, budgets and forecasts. Calculated Total Cost of Ownership, EVA, NPV/IRR/ROI, ran simulations, conducted cost/benefit and sensitivity analysis.

Produced real-time visibility and spend transparency via executive dashboards (Tableau/PowerBI), analysis and reporting of projects and key initiatives.  Outstanding written and oral communications skills, effectively packaging & presenting compelling value propositions to board members and C-level executives.

EXPERIENCE

Jan ‘14 – Present           Walt Disney, Burbank, CA; Charlotte, NC

PORTFOLIO AND BUSINESS OPERATIONS (consultant)

Federated EPMO leader, responsible for $460M project portfolio – budget planning and management, annual operating plan (AOP), forecasting, resource allocation, capacity planning, complex modeling, status and progress reporting, variance analysis and funding for 80+ mission-critical projects.

Interfaced and coordinated activities with Disney Worldwide Services IT and all business segments, including Consumer Products & Interactive Media, Parks & Resorts, Media Networks (ABC, ESPN), Studios (Disney, Pixar, LucasFilm), Corporate, flagship Websites and virtual worlds

·         Projects under management included: Cloud Migration to AWS/IaaS/PaaS (3-Yr.), SAP HANA Cloud Platform, Splunk as a Service, MobileIron H/A, NoSQL Services, Cassandra, Teradata/Cloudera Hadoop, RISC server expansion for private cloud, Software Defined Network, CommVault/Veritas Netbackup migration, Celera storage refresh, Tier 2 Consolidation to EMC VNX7600 or new HP XP7, EMC Isilon NAS Archive Implementation, PCI Segmentation & Compliance, Global nIPS Palo Alto NGFW upgrade

·         Cloud Migration: Developed a high-volume, high-mix rationalization model to develop an efficient roadmap for multi-year migration of several hundred applications to AWS

·         Implemented HW, SW, server/storage/network, VPN encryption, Voice Services upgrades. Managed 100+ project portfolio for Client Services (470K connected devices), Program and Outsourcing Management, Hosting Services, Infrastructure Operations (3 data centers, 2890 apps, 13PB storage), Network and Engineering Design departments.

·         Contributor to the five-year strategic plan to shift from IT services developer to services broker model with 24/7 self-service-on-demand mindset, BYOA/IoT-mobile, multi-factor authentication, personalization across marketing, advertising, guest experiences

·         Migrated from HP SM to ServiceNow (service-based cost model) with new services catalog, pricing model, hierarchy, business capabilities, chargeback/recovery model

·         Led Adaptive Planning (SaaS) tool and data integration – RFP and functional requirements, data definition, connectivity to Clarity, Cognos, Apptio, SAP

·         Introduced new mobile BI reporting and analytics tools; Tableau, Power BI. Defined KPIs, led executive dashboard design and data visualization strategy

·         Corporate IT governance – Established the PMCoP (Project Management Community of Practice). Reinforced best practices, managed change and enforced data quality

·         Published data center metrics and an IT Efficiency Framework to track in incrementally improve server performance efficiency, virtualization efficiency, server and storage utilization efficiency

·         Leveraged licensing options and optimization strategies based on current and future deployment plans, resulting in cost avoidance of $400K

·         Crafted business cases supporting complex make/buy/lease/outsource options

·         Developed GEN 2 outsourcing (ATOS, HCL) vendor contract renewal and enterprise software licensing (Oracle, MSE) proposals

May ‘07 – Dec ‘13         ARM International, Los Angeles, CA

MANAGING DIRECTOR

Management consulting firm providing IT project office expertise, best practices, conducting business alignment analysis and implementing new technological and financial management processes linked to business core competencies and goals.

Client: DirecTV, Inc., El Segundo, CA

SR. PROGRAM MANAGER, PMO (consultant)

Led central PMO and $200M capital project portfolio managed by 100+ project managers and analysts.  Assured data quality, standardization, and drove adoption and training for tools including Clarity (PPM), Cognos (budget tracking, variance analysis), Apptio (TCO, asset management), Jive (collaboration), Sharepoint (documentation, artifacts, versioning), QlikView (executive dashboard & reporting)

·         Managed forecast, variance to budget, project timelines, milestone tracking, budget status, risk/issue identification, resource planning and utilization analysis

Managed an IT wide budget revamp project. Led a large cross-functional team from the IT Business Office, BI/Cognos, SAP, Clarity PPM, tactical system teams, and Managed Service Vendor relationship managers

·         Re-architected the monthly budget cycle, tools/systems, and re-forecasting processes.  Saved $1M+ and reduced forecasting cycle time from 10 days to 3 days

·         Reduced monthly accruals from $16M to $3.5M/mo. saving $3,500/mo.

·         Automated SAP to Cognos spend uploads saved Finance 40+ Hrs/mo.

·         Reduced resource managers manual reclasses by 10,000 per year

Implemented SDLC risk mitigation and process improvements to reduce $100M+ spend and increase quality on over 20 high visibility, high value installation, programming, and billing SaaS applications.  Raised NPS 20 points.

Client: Maverick Bankcard, Inc., Agoura Hills, CA

SENIOR VICE PRESIDENT

Key employee, leading large-scale programs, customer management, and operations for a spinoff of a leading merchant account provider and card marketer. 

·         Ensured prioritization, scope and scheduling of products aligned with overall corporate objectives.  Provided dashboards and status/health updates for management

·         Directed day-to-day operations, technology integration and partner relations and vendor contracts (MSA’s, SLA’s, SOW’s)

·         Delivered a BOH custom CRM platform, a residuals and commissions tracking system. Produced new productivity tools & templates for sales team

·         Oversaw sales and marketing operations and led analytics tool adoption for lead generation, customer acquisition and retention, advertising and demand generation

Client: LPL Financial, San Diego, CA

SR. PROGRAM MANAGER, BTS Needs Management PMO (consultant)

LPL Financial is a $3.11B/yr. broker/dealer wealth management firm supporting 12,500 advisors and 1.5 million clients with $330.1B in advisory and brokerage assets.

·         Managed a $10M capital budget and resource allocation matrix for a 21 project portfolio yielding an average 5 yr. IRR of over 50%

·         Responsible for vendor management, MSA’s, SOW’s, resource management of 8-10 project managers & staff, hiring, performance, mentoring and conflict/issue resolution.  Conducted financial forecasting, variance analysis, prioritization, resource planning

·         Managed a GoldenSource EDM project - built a separate data management layer to collect data and normalize the XML structure to provide a single customer view, centralize positions data, enable workflow and integrate new trading technologies

·         Managed a QuickBase PPM tool, executive dashboard, and Sharepoint upgrade project

·         Developed a new streamlined hybrid waterfall/Agile SDLC using Kaizen principles

·         Relationship manager for business line executive stakeholders in National Sales and Marketing (NSM), Custodian and Clearing Services, Governance Risk and Compliance (GRC), Corp Communications, Broker/Dealer Support Services

Client: University of Southern California, Los Angeles, CA

PRODUCT OWNER / PROJECT MANAGER - Shoah Foundation Institute

Managed $400K budget and Agile development teams for two concurrent big data projects. Developed a Flex/ASP.Net custom streaming video editor for creating user generated Flash video clips from an 8-petabyte "Visual History Archive."  

·         Successfully launched the subscription based product to genealogical researchers and students at 51 subscribing institutions in 13 countries around the world

·         Converted 52,000 testimonies on 235,005 Betacam SP videotapes made between 1994 and 1999 to Motion JPEG 2000 digital format as well as MPEG, QuickTime, Flash and Windows Media Player

·         Created the metadata database for the videos using the Z39.19 indexing standard yielding 64,000 keywords and phrases for 1.8 million names and 695,000 images. 

·         Integrated search (Lucene API), discovery, and a recommendation engine into product

·         Oversaw digital collection development and curation, managing archival collections, digitization processes, metatagging, metadata attributions, archiving, and storage (Iron Mountain) and distribution of original video works

Jan ‘02 – Apr ‘07            Fun Financial Group, LLC, Los Angeles, CA

DIRECTOR

Fun Financial Group is a startup offering a socially networked “gamified” money management platform and alternative payments portal serving the $200B youth market.

·         Chief platform architect responsible for strategy, vision, goals and success metrics. Created the pre-paid card program and product roadmap. 

·         Developed the subscription based SaaS online educational game platform ecosystem

·         Managed lT governance, PCI DSS, card regulatory and COPPA compliance issues. Led distributed team through Agile product develoment leveraging proven frameworks

·         Developed a strong business case and presented value proposition to potential investors in the US, Korea, and China

Dec ‘99 – Nov ‘01          Deloitte & Touche, LLP, Los Angeles, CA

SENIOR CONSULTANT, Management Solutions and Services

Project Manager / Solutions Consultant – Planned and managed large-scale transformation programs and led new product introductions.

Upsold services, developed financial models, product roadmaps, business proposals, budgets, and business cases for major investment decisions; Total Cost of Ownership, NPV/ROI & cost/benefits analysis.  Mentored and managed teams of junior consultants.

Client: Ameriprise (f.k.a. American Express Financial Advisors), Minneapolis, MN

Influenced corporate executives to invest in building its brokerage infrastructure and new e-commerce organization from the ground up in line with its financial services and integrated (relationship) retail strategies and Online Services of Financial Direct, which was, in 2000, one of the earliest combined online brokerage and banking initiatives in the country

·         Led PMO and a technical project team of 30 in defining SOA platform specification, product roadmap and scheduling multiple product rollouts and new Web services

·         Delivered a comprehensive e-commerce strategy to support speed, reliability, greater product depth & breadth, aggregate services, cross-sell new products, up-sell to existing customers

·         Developed business case and implementation plan for Akamai as a CDN solution

Client: Union Bank of California, Los Angeles, CA

Managed Proxicom/iCrossing and internal dev/ops team in development of a major upgrade to the bank’s online Small Business market, Personal, and Commercial products.

Client: Deloitte & Touche Tohmatsu, San Francisco, CA

Spearheaded a global enterprise IT transformation project to establish a centralized PMO and Web based infrastructure with a custom SaaS KM portal for 53,000 mobile practitioners.  Defined business requirements for the new corporate structure

·         Key figure in moving stakeholders from resistance to accord on $50M investment

·         Led PMO inauguration in consolidating 300 corporate initiatives. 

·         Took inventory and assessed re-engineering effort to Web-enable 180 desktop and back office applications

·         Presented blueprint to global leaders revealing $100M annual savings. Crafted compelling business case with a financial model to show measurable ROI

·         Consolidated 4 disjointed KM systems into one SaaS CRM/KM portal.  Assured efficient collaboration for 16,000 users with Documentum eRoom platform

EDUCATION

University of Southern California, Marshall School of Business, Los Angeles, CA

MBA, Finance (Investments concentration)

Rochester Institute of Technology, Rochester, NY

BS, Mechanical Engineering