Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Chuma Odiegwu

Summary

Experienced and proactive Program Manager offering over 17 years of progressive financial services and IT industry needs. Talented in overseeing cost control, schedule, scope and resource management in project management initiatives to streamline and enhance operations. Decisive planner with good communication and analytical problem-solving abilities. Strong worth ethic, adaptability and exceptional interpersonal skills.

Overview

17
17
years of professional experience

Work History

Program Manager

Deloitte/State Street Investment Management
10.2022 - 07.2023
  • Facilitated workshops designed to educate stakeholders about best practices for managing programs across State Street/Deloitte successfully.
  • Collaborated with teams across departments to develop effective strategies for executing Investment Trade Order execution programs.
  • Worked closely with other departments to support program technical aspects, schedule and cost proposals.
  • Participated actively in brainstorming sessions focused on improving existing processes or creating innovative approaches for delivering services more efficiently.
  • Identified areas of improvement in existing processes, procedures and systems related to the program delivery cycle.
  • Facilitated and ensured accurate records of securities and cash management positions with IBOR for PM trading.
  • Managed and tracked project issues, defects, inquiries, risks, and constraints arising from all aspects of the project while reporting on status to stakeholders.
  • Created, monitored, and assessed KPIs to track progress towards business objectives using Power BI analytics.
  • Led a SAFe team on successfully executing project requirements and deliverables within scope.
  • Planned and oversaw end to end testing of enhancements and fixes to system security releases.
  • Provided financial analysis, and project management support to IT and Enterprise Data Operations units.
  • Reported and tracked project risks throughout lifecycles with a risk assessment plan and management plan.
  • Tracked issues, defects, processes, documented procedures, created use cases, flowcharts and assigned tasks in Confluence and Jira.
  • Contributed to corporate strategy initiatives management across teams through accountability, communication and reporting.

Sr. Business Analyst/Project Manager

Maryland Department of IT (DoIT)
04.2022 - 10.2022
  • Lead BA and co-project manager for implementing Delinea Privilege Endpoint Management (PEM) solutions on DoIT Agency computers
  • Led implementation on Okta integrated environment and migrating all DoIT SSO applications from SecureAUTH environment to Okta
  • Facilitated stand-up meetings, brainstorming sessions, and weekly check-ins to track project progression
  • Responsible for churning out project related documents including flowcharts, system configuration manuals and guides, presentations, executive summaries etc
  • Created Excel-based data analysis for TikTok Mobile Device Management initiative for Maryland
  • Developed project plan timeline for Delinea PEM, report KPIs and dashboard on Smartsheet
  • Responsible for maintaining project plan updates in MS Project and Smartsheet
  • Created and managed weekly scorecard reports tracking Delinea PEM and Okta projects for senior management
  • Responsible for Release Management & Configuration of SSO application migrations and vendor development
  • Oversaw the planning and implementation of data governance policies in data quality management, data issue management, data domains, critical data identification metadata, lineage, data privacy, and general data management across the organization
  • Designed and implemented a real-time data pipeline to process semi-structured data by integrating disparate data sources of MD agencies into a single database leading to over 100,000 daily active users.

Sr. BA/Project Manager

T. Rowe Price Group
, LLC
08.2020 - 04.2022
  • Successfully coordinated the organization and management of all Enterprise Resource Planning (ERP) business processes for the Oracle-cloud project in an efficient, methodical process
  • Supported Oracle cloud process management by facilitating requirements gathering, stakeholder management, documentation, and validation of Capital Markets data models (future state data model)
  • Provided trade analyses for T
  • Rowe asset portfolios showing monthly transaction details across various classes
  • Created and modified existing SQL scripts for portfolio asset-based data in Snowflake Data warehouse
  • Data wrangling in Snowflake SQL against MicroStrategy DB output for quality assurance, and data validation
  • Developed and maintained project artifacts including project plans, flowcharts, requirements document etc
  • Managed data transformation from source while adhering to data standardization, quality, and data governance
  • Captured and transformed objectives of the business into clear, actionable business requirements in BRD
  • Produced high quality project reports and artifacts including System Design docs, Technical Specs, Risk Logs
  • Extensive analysis and validation of large financial datasets using advanced Excel formulas and functions
  • Designed new ERD database with multiple data tables in MS Visio to satisfy business needs of client group
  • Automated ETL processes across thousands of rows of data which reduced manual workload by 50% daily.

Business Analyst/Project Manager, Data Analytics

Federal Reserve Board of Governors
Washington , DC
04.2018 - 08.2020
  • Facilitated the Board’s supervision function tech planning and performance in technology areas by supporting portfolio and program coordination efforts, as well as planning, monitoring, and controlling financial planning across the Federal Reserve System.
  • Served as co-portfolio coordinator for the Supervision Information Management & Investments (SIMI), and Documents Management portfolios with specific responsibility of coordinating accurate budget data collection and analysis, financial planning support and monthly activity scheduling for programs/projects.
  • Documented business requirements for the new SharePoint site for Policy Business Oversight Committee group.
  • Documented the functional requirements and created an instructional guide for a new SharePoint data collection system for 2019-22, and 2020-23 multiyear financial plans (forecasts, budgets, and actuals).
  • Used PPM platform (Sensei IQ) to optimize and monitor project work across RB by having a single source of truth for collaboration, resource allocation, project statuses, dashboards for KPI tracking and benefit realization.
  • Created cost allocation models, multiyear budget forecasts and actual spend reports showing variances in Clarity PPM for IT programs across nine Reserve Banks.
  • Helped create the intake form for new project initiatives within the Operations group with which a program sponsor from the PMO uses to assign a project manager.
  • Created and maintained project artifacts including risk log, flowcharts, onboarding documents for new stakeholders, lessons learned, issues register, and training manuals for service providers etc.
  • Financial analysis of budget data in Excel, data wrangling in SQL, data mapping, reporting and visualization in Power BI.

Business Analyst/Project Manager

M&T BANK
Baltimore , MD
04.2015 - 01.2018
  • Facilitated the Board’s supervision function tech planning and performance in technology areas by supporting portfolio and program coordination efforts, as well as planning, monitoring, and controlling financial planning across the Federal Reserve System
  • Served as co-portfolio coordinator for the Supervision Information Management & Investments (SIMI), and Documents Management portfolios with specific responsibility of coordinating accurate budget data collection and analysis, financial planning support and monthly activity scheduling for programs/projects
  • Documented business requirements for the new SharePoint site for Policy Business Oversight Committee group
  • Documented the functional requirements and created an instructional guide for a new SharePoint data collection system for 2019-22, and 2020-23 multiyear financial plans (forecasts, budgets, and actuals)
  • Used PPM platform (Sensei IQ) to optimize and monitor project work across RB by having a single source of truth for collaboration, resource allocation, project statuses, dashboards for KPI tracking and benefit realization
  • Created cost allocation models, multiyear budget forecasts and actual spend reports showing variances in Clarity PPM for IT programs across nine Reserve Banks
  • Helped create the intake form for new project initiatives within the Operations group with which a program sponsor from the PMO uses to assign a project manager
  • Created and maintained project artifacts including risk log, flowcharts, onboarding documents for new stakeholders, lessons learned, issues register, and training manuals for service providers etc
  • Financial analysis of budget data in Excel, data wrangling in SQL, data mapping, reporting and visualization in Power BI., Functional liaison to the Capital Markets group providing fixed income analysis, advisor trade reviews and quarterly reconciliation of market maker’s book of assets
  • Provided analytical and asset management support for portfolio analysts by assisting in performing financial analyses, conducting market research, and preparing presentation documents related to capital markets for dissemination
  • Worked with project teams on continuous identification of the bank’s market share doing such work as technical accounting research, and industry comparative analyses to track M&T’s competitive advantages and ratings
  • Process mapping and documentation tracking of M&Ts’ strategy implementation for market research groups
  • Collaborated with subject matter experts on SDLC processes including analyses and design, business and functional requirements analyses, data analyses, system design, development, testing and implementation for bank product offerings
  • Analyzed business requirements and collaborated on building Data Marts, Data Warehouse solution design
  • Developed use cases, user stories for AUM platforms, life insurance, disability insurance, long-term care products
  • Report visualization and analysis using Tableau for BI tool.

Private Banker

WELLS FARGO BANK
Baltimore , MD
05.2013 - 01.2015
  • Identified, developed, and nurtured relationships to attract and retain high net worth clients by providing excellent customer service in all areas of financial services delivery and asset management services
  • Served an assigned portfolio of affluent clients by providing private banking, investment, and insurance related products to drive asset growth
  • Worked collaboratively with internal partners to provide holistic client experience including investment bank associates, family office associates, private mortgage consultants, institutional trust officers, etc
  • Drove complex syndicated loan and credit solutions for business owners, affluent individuals, and mass market
  • Provided top-level investment advice jointly with financial partners using brokerage accounts (and leveraged brokerage), mutual funds, life insurance, annuities, stock purchases, money markets, etc.

Investment Advisor Representative

METLIFE
Baltimore , MD
10.2007 - 04.2013
  • Provided team-based financial advice to assigned list of clients while also gathering over 200 more clients for investment and insurance solutions
  • Asset management and preservation using fee-based wealth management strategies, brokerage, insurance etc
  • Provided detailed, ethical financial advice and implementation using mutual funds, equities, fixed-income, life insurance, disability insurance, long-term care insurance, annuities, managed portfolios, and structured products
  • Recognized as #1 Top Advisor, senior class in 2010 for outstanding sales effort in growing MetLife branch (AUM)

Financial Advisor

AMERIPRISE FINANCIAL SERVICES
Baltimore , MD
08.2006 - 07.2007
  • Utilized expansive training and knowledge in risk management strategy to serve clients
  • Managed large case portfolios totaling over $2M in conjunction with senior financial consultants
  • Provided consulting and financial analysis of partnerships, corporations, and sole proprietors in a team setting
  • Crafted plans, sustainability guidelines and implementation assistance with proprietary planning software
  • Delivered weekly high level client educational seminars to acquire new clients.

Education

Certificate in Quantitative Finance (CQF -

CQF INSTITUTE
12.2023

PMI - Project Management

Project Management Institute
06.2019

Master of Science (M.Sc - Accounting & Financial Management

UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE
08.2016

Bachelor of Science (B.Sc - Computer Science

NNAMDI AZIKIWE UNIVERSITY
12.2004

Skills

  • Advanced proficiency in MS Office tools – Excel, PowerPoint, Visio, Access, Word
  • Intermediate to advanced proficiency in SQL Server, Snowflake
  • Intermediate proficiency in Python, Quantitative math (data science & analysis)
  • Agile (SAFe) project lifecycle methodology
  • Waterfall project lifecycle methodology
  • Data collection & Reporting
  • Program/project management
  • Risk assessment, mitigation & management strategies
  • Portfolio risk analysis & attribution
  • Advanced proficiency in JIRA, Confluence, MS Project, TFS & Business Objects (BOSS)
  • Release Configuration & Management (Agile)
  • SharePoint administration & design
  • Advanced level data visualization using Tableau, Power BI, Excel, SSRS (Report Builder)
  • Technical & business requirement facilitation
  • Financial Analysis
  • Business Development
  • Strategic Planning
  • Strategic Direction
  • Project Coordination
  • Attention to Detail
  • Profitability Optimization
  • Vendor Relationship Management

Timeline

Program Manager

Deloitte/State Street Investment Management
10.2022 - 07.2023

Sr. Business Analyst/Project Manager

Maryland Department of IT (DoIT)
04.2022 - 10.2022

Sr. BA/Project Manager

T. Rowe Price Group
08.2020 - 04.2022

Business Analyst/Project Manager, Data Analytics

Federal Reserve Board of Governors
04.2018 - 08.2020

Business Analyst/Project Manager

M&T BANK
04.2015 - 01.2018

Private Banker

WELLS FARGO BANK
05.2013 - 01.2015

Investment Advisor Representative

METLIFE
10.2007 - 04.2013

Financial Advisor

AMERIPRISE FINANCIAL SERVICES
08.2006 - 07.2007

Certificate in Quantitative Finance (CQF -

CQF INSTITUTE

PMI - Project Management

Project Management Institute

Master of Science (M.Sc - Accounting & Financial Management

UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE

Bachelor of Science (B.Sc - Computer Science

NNAMDI AZIKIWE UNIVERSITY
Chuma Odiegwu