Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
ResearchAssistant
Chad Riley

Chad Riley

Senior Project Manager
Albemarle,NC

Summary

Accomplished Strategic Senior Project Manager with two decades of extensive experience in the banking sector, specializing in project and portfolio management since 2015. Demonstrates an unwavering commitment to continuous improvement and a proactive approach to enhancing and scaling systems to align with the requirements of large enterprises, while prioritizing the implementation of robust security protocols to protect sensitive data. Adept at leveraging exceptional organizational, collaboration, and communication proficiencies to effectively assemble, oversee, and motivate teams. Recognized for a results-driven mindset, with a proven track record of advising on and optimizing business processes through insightful consultation with both internal and external stakeholders, grounded in comprehensive business acumen.

Overview

9
9
years of professional experience
6
6
Certificates

Work History

Project Manager

Quality Data Systems
Charlotte, NC
12.2023 - Current
  • Successfully managing 30 ATM/ITM installations for FIS, Fiserv, Jack Henry, Corelation, PSCU, Diebold, CDS, and NCR core/processors.
  • Drives project progression through facilitation of weekly project discussions and various requirements gathering workshops for branding elements and software package creation.
  • Coordinates all client and third-party vendor activities and champions core, processor, and Check 21 engagements.
  • Responsible for budget oversight, including identification and execution for proposals requiring out of scope work.
  • Updated and formalized ATM/ITM standard operating procedures to ailing with current processes in Smartsheet and Jira.
  • Created operating procedures for TCR implementation to standardize process and to allow cross training efforts to expand revenue stream.

Vice President, Senior Project Management Officer

First Bank
Albemarle, NC
02.2021 - 10.2023
  • Oversaw the multi-million-dollar Enterprise Project Pipeline and provided day to day portfolio management for projects across 11 lines of business and 28 business units.
  • Responsible for innovation, process improvement, hiring, training, coaching, and overall PMO accountability.
  • Led development, build, and implementation of SharePoint and Monday.com, creating workflows for risk analysis and lessons learned tracking, project manager assignments and capacity, quarterly project reviews, and year-end reporting, cutting administrative activities by 50%.
  • Automated processes for new project submission, project build and tier assignment, system generated notifications for new projects and new vendor documentation requirements, and executive management review and approval process to decrease onboarding delays by 2 weeks.
  • Meticulously executed legal close and seamless system conversions for multiple bank acquisitions adding 3.2 billion in assets, 30 branch locations, and 15 ATMs.
  • Orchestrated network and IT systems decommission from M&A activities for an estimated 24 million in cost savings.
  • Executed FIS Horizon XE, XE DO, and XE Teller core system migrations for 1,200 front-line and back-office associates for improved functionality and end user experience.
  • Implemented SSO functionality for Ping Identity/PingOne to provide a secure log in to on/off premise and cloud provider resources.
  • Launched SSO functionality for FIS products: Horizon XE, DO, Teller, eAccess, eDelivery, and ImageCentre decreasing lockouts and support ticket requests for password resets by 80%.
  • Led core extension upgrade to enhance functionality by allowing demographic information to be passed between FIS and Q2 to automate setup for 1,500 monthly retail online banking enrollments.
  • Spearheaded quarterly line of business owner discussions with executive and senior management to proactively plan strategic initiatives.
  • Served on various Steering and Enterprise Risk Committee meetings.

Assistant Vice President, Project Manager II

First Bank
Albemarle, NC
05.2020 - 02.2021
  • Coordinated project resources internally and externally to build, lead, and coach multiple project teams from initiation to successful completion for 20 projects including software implementations, integrations and upgrades for IT, Digital, Treasury Services, Retail, & Core business units.
  • Participated in new vendor selection and onboarding.
  • Championed agile practices to leverage existing software to design workflows tailored to address various yet specific needs for numerous lines of business.
  • Implemented Infinex SSO with Q2 to allow wealth management services access in online banking.
  • Led SBAC network integration to align SBAC with First Bank policy and procedure.
  • Served as training facilitator and first line of support for junior project managers and assistants.

Assistant Vice President, IT Project Manager

First Bank
Albemarle, NC
05.2017 - 05.2020
  • Partnered with business sponsors to define project objectives, scope of work, timelines and milestones with a focus on IT and Digital projects.
  • Managed cross-functional teams exceeding 50 members to plan, document and execute system implementations, migrations, upgrades and patch management.
  • Meticulously executed legal close and seamless system conversion through multiple bank acquisitions adding 1.4 billion in assets, 21 branches and 19 ATMs.
  • Orchestrated network and IT systems decommission from M&A activities for an estimated 9 million in cost savings.
  • Partnered with Director of IT to implement multi-factor authentication, new security policies, procedures, and platforms from Darktrace, Carbon Black, and Secureworks- Taegis XDR.
  • Led bank wide annual FIS Horizon disaster recovery exercises.
  • Oversaw sell of First Bank Insurance Services and operational transition to Bankers Insurance.
  • Led migration of 1-4 family mortgage portfolio to DovenMuehle Mortgage Inc for servicing transfer.

Bank Officer, Project Manager

First Bank
Albemarle, NC
02.2016 - 05.2017
  • Developed and initiated projects, managed costs and monitored performance.
  • Planned, designed and scheduled phases to successfully complete 15 small to moderate sized projects.
  • Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
  • Implemented continuous improvement initiatives to optimize project outcomes while maintaining cost effectiveness.
  • Developed strong relationships with stakeholders through regular communication updates and by attending quarterly line of business owner discussions.

Project Management Specialist

First Bank
Troy , N
01.2015 - 02.2016
  • Managed new project submittals, RFIs, and resource engagement.
  • Assisted Director of Project Management with project plan creation, updates tracking, meeting notes, project status reports, issues logs, work breakdown structures, and all other project documentation.
  • Scheduled and facilitated meetings with project stakeholders to build rapport and strength internal and external partnerships.
  • Coordinated with cross-functional teams to identify and track project issues for timely resolution.
  • Responsible for gathering project artifacts for the PMO to ensure compliance with record retention.
  • Successfully managed several small to moderate sized projects.

Education

Diploma - Banking

NC School of Banking
Raleigh, NC
08.2019 - 2022.08

Some College (No Degree) - Business Administration And Management

Stanly Community College
Albemarle, NC
10.2007 - 2008.06

Skills

SDLC, Lean, Traditional, Agile, and Hybrid Methodologies

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Affiliations

  • Project Management Institute
  • North Carolina Young Bankers Association

Certification

Continuous Improvement Manager/Management Professional (CIMP)

Timeline

Project Manager

Quality Data Systems
12.2023 - Current

Vice President, Senior Project Management Officer

First Bank
02.2021 - 10.2023

Assistant Vice President, Project Manager II

First Bank
05.2020 - 02.2021

Diploma - Banking

NC School of Banking
08.2019 - 2022.08

Assistant Vice President, IT Project Manager

First Bank
05.2017 - 05.2020

Bank Officer, Project Manager

First Bank
02.2016 - 05.2017

Project Management Specialist

First Bank
01.2015 - 02.2016

Some College (No Degree) - Business Administration And Management

Stanly Community College
10.2007 - 2008.06

Continuous Improvement Manager/Management Professional (CIMP)

2024-03

Certified Lean Practitioner (CLP)

2024-02

Agile Expert (AgileXP)

2024-02

Certified Agile Professional (CAP)

2024-02

Project Management Certification

2024-01

Certified Scrum Master (CSM)

2024-01
Chad RileySenior Project Manager