Summary
Overview
Work History
Education
Skills
Volunteer Experience
Certification
Timeline
Generic
ADAM M. KLEIN

ADAM M. KLEIN

Elkins Park,Pa

Summary

With over 20 years of project management experience in both IT industries and non-IT industries, has allowed me to foster and developed a comprehensive skill set in all aspects of project management lifecycle: Planning, budget management, scheduling, execution, and procurement. I have expertise in leveraging various project management methodologies such as PMP, Agile, Scrum, and Six Sigma for all associated organizational projects. Experience includes working with both Waterfall and Agile projects within a PMO environment. I excel at leading and coaching team members across cross-functional platforms to achieve organizational goals and KPIs. With dedication and expertise in the field provide evidence in my ability to consistently deliver projects within scope and budget.

Overview

23
23
years of professional experience
3
3
Certification

Work History

Portfolio Management Resource Analyst

Vanguard Inc.
01.2022 - Current

• Strategic partner to regional CIOs, senior managers, and international technology office.
• Within Planview, effectively managed yearly fiscal and quarterly reforecasting planning, along with implementing and reporting workforce planning.
• Maintained accurate reconciliation of monthly and quarterly budgets, ensuring consistency with planned and forecasted costs for both development and non-development projects in Planview.
• Instrumental in overseeing & managing a budget nearing $70mm via Planview.
• Implemented change log system for monitoring all budget and resource related changes.
• Optimized PMO processes by effectively training, coaching, and sharing information among a diverse group of team members and cross-functional department stakeholders.
• Ensured communication alignment through interaction with diverse stakeholders including CIOs and management
• Addt’l responsibilities include Space Planning: Managed resource workstation assignments and physical location in collaboration with the IST Department.

Global Procurement Analyst/Preparer

LifeScan Inc.
01.2020 - 12.2021

• Managed the procurement and accounting documentation for five diverse departments: HR, Facilities, Finance, IT and Legal.
• Handled daily processing of purchase orders and invoices totaling $100 million from over 400 suppliers.
• Managed and tracked purchase requisitions using JDE Oracle & Tungsten Invoice Network Portal.
• Collaborated with C-Level Suite department leaders to foster open communication between internal and external stakeholders (i.e. Deloitte, Verizon, Ricoh, Spencer Stuart, Baker & McKenzie, Morgan Lewis, Aon, ADP, Siegfried Group, AWS, etc.)
• Enhanced performance through coaching and training in different departments.
• Enhanced efficiency of end-to-end Procurement Lifecycle Processes by working closely with stakeholders, effectively utilizing JDE Oracle and Tungsten Invoice Network Portal.
• Ensured attainment of Finance/Invoices goals related to Statements of Work (SOWs) and Master Service Agreements (MSAs) by collaborating with category managers, adhering to project scope and deliverables.
• Analyzed bottlenecks in supplier setup, resulting in increased efficiency and reduced delays.
• Reduced the duration of Vendor Onboarding Process from 30+ days to less than a week

Project Manager

LifeScan Inc.
05.2019 - 01.2020

• Effectively prioritized tasks, managed multiple projects simultaneously, and ensured alignment with organizational goals while engaging with internal and external global team stakeholders.
• Support following quality processes: computer system validation lead, quality system testing, change management, overseeing tasks for installation of migration of quality testing system: HPALM to qTest
• Updated all necessary documents to ensure compliance with GxP Quality Standards
• Executed project planning using SmartSheet PM tool.
• Conducted gap and risk assessment to identify potential issues, utilized defect tracking log to document and prioritize defects
• Team lead for migration of Rackspace integration with qTest
• Led cross-functional teams to ensure adherence to quality standards.
• Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team's ability to deliver results.
• Coordinated with cross-functional international teams to resolve project issues and mitigate risks.

Customer Acct Executive/Tech Agent

Comcast Business
01.2015 - 12.2018

• Provided IT T/S support and billing systems expertise for Einstein and CSG for up to 40-50 customers daily.
• Successfully implemented and optimized cable modem IPV4/IPV6 TCP/IP settings, WAN settings, static IP settings, and Telnet configuration.
• Optimized phone settings for VOIP communication
• Streamlined functionality and user experience for STB TV Boxes
• Quality Analyst team member by monitoring and grading calls.
• Enhanced team members' performance metrics through coaching and training
• Fostered positive experiences by addressing concerns proactively, resulting in exceptional customer service delivery.
• De-escalated and resolved customer complaints with punctual, polite and professional service.

Project Manager

Anthony Home Improvements
01.2002 - 12.2015
  • Project Manager
    • Organized project timelines, obtained required materials, established payment agreements, and conducted thorough reviews of Statements of Work.
    • Maintained excellent customer satisfaction levels across all contracted projects
    • Implemented daily risk management practices and established a streamlined 'change management' order process.
    • Managed scheduling of licenses, permits, and inspections across 300+ townships across 3 states.
    • Ensured successful completion of 8-12 Home Improvement Projects per week
    • Collaborated with cross-departmental teams to develop comprehensive plans addressing all aspects of the project lifecycle from inception to closeout. •IT PM
    • Managed Active Directory within Win2000 Server.
    • Coordinated, established and maintained vendor IT relationships
    • Performed and managed daily organizational data backups.
    • Oversaw all aspects of user account management.

Education

Professional Scrum Master Certification I - Professional Scrum Master

Scrum.org
Online
02.2024

Business Analysis Certificate - Business Analysis

Villanova University
Villanova, PA
01.2020

No Degree - Lean Six Sigma Green Belt

Villanova University
Villanova, PA
01.2018

No Degree - Lean Six Sigma Black Belt

Villanova University
Villanova, PA
01.2018

No Degree - Project Management

Project Management Institute
Newtown Square, PA

Full Stack Web Development Certificate - Full Stack Web Development

New York Code + Design Academy
New Philadelphia, PA
08.2018

MBA - Project Management

Keller Graduate School of Mgmt (Devry Univ.)
Fort Washington, PA
06.2017

A+ Networking Certificate - A+ Networking

CHI Institute
Southampton, PA
01.2007

Bachelor of Arts - Film

Hofstra University
Hempstead, NY
01.2000

Skills

  • Project Management Lifecycle: PMP PMBOK, Agile & SDLC, Lean Six Sigma, Scrum
  • Business Analysis & Financial Forecasting
  • Cross Functional Team Coaching & Training
  • Resource Analyst Systems: Enterprise One/Planview & Ready Room
  • P2P Systems: Oracle Cloud, JDE Oracle & Tungsten Network
  • PM Tools: SmartSheet; MS Project
  • MS Office Suite plus Power BI, SharePoint, Visio
  • Full Stack Web Development
  • Billing & A Networking Systems: Einstein/CSG/Modem IT T/S

Volunteer Experience

  • CEO, My Sensory Locations (MSL), 01/01/16 - 12/31/24, App project that will allow users to match up their own physical and sensory needs to public location environments to determine if that public location matches up with their individual needs.
  • Co-Founder, Exceptional Families of Exceptional Children, 01/01/12 - Present, Parent support organization helping those families that have loved ones with special needs. An annual fundraiser has been held at the Elmwood Park Zoo in Norristown, Pa since 2013.
  • Board Member, Ascend Group, 01/01/14 - 12/31/16, Asperger and Autism Alliance of Greater Philadelphia.

Certification

  • Project Management Professional (PMP): 2559874
  • Lean Six Sigma Green Beelt Certification: #VU201738
  • Certified ScrumMaster (CSM - Scrum.org): Feb, 2024

Timeline

Portfolio Management Resource Analyst

Vanguard Inc.
01.2022 - Current

Global Procurement Analyst/Preparer

LifeScan Inc.
01.2020 - 12.2021

Project Manager

LifeScan Inc.
05.2019 - 01.2020

Customer Acct Executive/Tech Agent

Comcast Business
01.2015 - 12.2018

Project Manager

Anthony Home Improvements
01.2002 - 12.2015

Professional Scrum Master Certification I - Professional Scrum Master

Scrum.org

Business Analysis Certificate - Business Analysis

Villanova University

No Degree - Lean Six Sigma Green Belt

Villanova University

No Degree - Lean Six Sigma Black Belt

Villanova University

No Degree - Project Management

Project Management Institute

Full Stack Web Development Certificate - Full Stack Web Development

New York Code + Design Academy

MBA - Project Management

Keller Graduate School of Mgmt (Devry Univ.)

A+ Networking Certificate - A+ Networking

CHI Institute

Bachelor of Arts - Film

Hofstra University
ADAM M. KLEIN