Jeffrey B Heller
Long Valley,NJ
Summary
SUMMARY: Recognized Senior Technology Project Management/Scrum Master 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 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.
Overview
26
26
years of professional experience
Work History
Sr. Online Trading Business Solutions Technical Analyst, Sr. Technical Analyst, Technical Analyst
PERSHING LLC, BANK OF NEW YORK SECURITIES CORP
Jersey City, NJ
- 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.
Client Dedicated Senior Agile Technical Project/Program Manager
Bridgewater, NJ
03.2019 - Current
- Manage a full portfolio of projects for a major client through the full project life cycle.
- Managed a client requested eDelivery implementation where agents and clients are able to elect specific options via the client website.
- Options included various types of correspondence along with an option of how they would like to receive those either through electronic means or paper.
- Managed a major client Re-Branding effort to update Managed a major client Re-Branding effort to update logos, signatures and disclosures on correspondence including all adhoc and automated letters, policy pages, statements and confirms.
Client Dedicated Senior Agile Technical Project Manager
NTT DATA, Inc
Bridgewater, NJ
06.2018 - 03.2019
Senior Agile Project Manager/Scrum Master
NTT DATA, Inc, Se2, Inc
Bridgewater, NJ
01.2017 - 12.2017
- 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.
- Tracked tasks in JIRA through Epics and User Stories and tracked them via the Fund Change JIRA dashboard.
- 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:.
- Managed Daily Scrums as part of two-week Sprints for the Business Services Systems and Applications team.
- Lead Sprint Planning and Sprint Retrospectives.
- Ensured that team members tracked work through Epics, User Stories and Sub Tasks in JIRA.
- Performed Backlog Grooming and managed the Business Services JIRA dashboard.
Scrum Master
09.2015 - 10.2016
Sr. Project Manager
03.2011 - 10.2016
NEW YORK LIFE INSURANCE COMPANY
Clinton, NJ
10.2006 - 10.2016
Project Manager
10.2008 - 03.2011
- 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 using the Clarity PPM and Microsoft Project tools.
- Provided regular reports to management using Clarity PPM for all 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 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.
- Managed the COTS implementation of an out-of-the-box software package through the full SDLC lifecycle.
- This software 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.
- Which I managed through the full SDLC lifecycle.
- 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.
- 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
New York Life
10.2006 - 10.2008
- Provided Level 2 Support for, 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.
Education
PROJECT -
MANAGEMENT ACADEMY
Certificate of Completion, PMP Exam Preparation Course - undefined
GROW LEAN
LLC - undefined
Certified Scrum Master - undefined
AMERICAN INTERCONTINENTAL UNIVERSITY
Master of Information Technology Degree - undefined
Bachelor in Arts Degree - undefined
THOMAS EDISON STATE UNIVERSTY
Diploma - Data Center Support
THE CHUBB INSTITUTE
Associate in Arts Degree - undefined
COUNTY COLLEGE OF MORRIS
Certified Scrum Master (CSM) HDI Support Center Analyst Certification - undefined
Skills
Project Management
Business requirements analysis
Program effectiveness analysis
Industry standards knowledge
Affiliations
Project Management Institute (PMI)
Scrum Alliance
Timeline
Client Dedicated Senior Agile Technical Project/Program Manager
03.2019 - Current
Client Dedicated Senior Agile Technical Project Manager
NTT DATA, Inc
06.2018 - 03.2019
Senior Agile Project Manager/Scrum Master
NTT DATA, Inc, Se2, Inc
01.2017 - 12.2017
Scrum Master
09.2015 - 10.2016
Sr. Project Manager
03.2011 - 10.2016
Project Manager
10.2008 - 03.2011
NEW YORK LIFE INSURANCE COMPANY
10.2006 - 10.2016
Sr. Technical Analyst
New York Life
10.2006 - 10.2008
Sr. Online Trading Business Solutions Technical Analyst, Sr. Technical Analyst, Technical Analyst
PERSHING LLC, BANK OF NEW YORK SECURITIES CORP
PROJECT -
MANAGEMENT ACADEMY
Certificate of Completion, PMP Exam Preparation Course - undefined
GROW LEAN
LLC - undefined
Certified Scrum Master - undefined
AMERICAN INTERCONTINENTAL UNIVERSITY
Master of Information Technology Degree - undefined
Bachelor in Arts Degree - undefined
THOMAS EDISON STATE UNIVERSTY
Diploma - Data Center Support
THE CHUBB INSTITUTE
Associate in Arts Degree - undefined
COUNTY COLLEGE OF MORRIS