Jeff Wheeler
Southern New Hampshire University
HOOVER,AL
1
Certification
2027
years of professional experience
Proficient leader in information technology, financial services, project management, and higher education. Led complex initiatives and managed multimillion-dollar portfolios while delivering innovative solutions aligned with business objectives. Expertise in building stakeholder relationships and developing high-performing teams. Online mathematics instructor with a Master of Science in Pure and Applied Mathematics and nearly twenty-five years of teaching experience.
Work History
Senior Project Manager, Senior Project Manager, PMO
12 Years 3 Months- Led cross-functional project teams supporting banking initiatives, schedules, risks, and stakeholder expectations.
- Managed project governance, status reporting, and issue resolution across business and technology teams.
- Coordinated Agile and Waterfall delivery activities to keep milestones aligned with priorities and scope.
- Facilitated requirements gathering, translating business needs into actionable project deliverables and documentation.
- Monitored budgets, dependencies, and resource allocations to maintain execution consistency and control.
- Partnered with compliance and risk teams to support regulatory alignment and implementation readiness.
- Directed change management activities, including communication planning, training support, and adoption tracking.
- Improved project visibility through standardized reporting, meeting cadence, and escalation workflows.
- Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
- Mentored junior project managers and team members to enhance their skills and career growth.
Senior Manager, Financial Services and General Solutions
7 Years 6 Months- Manage Profit and Loss for a $3M portfolio of software development projects primarily in the financial services and healthcare industries.
- Led cross-functional teams to improve service delivery and align operational priorities with client expectations.
- Managed daily workflows, resource planning, and escalation resolution across multiple concurrent initiatives.
Project Manager, Billing Group
- Managed, scoped, and scheduled software enhancement projects for Billing Group, ensuring alignment with business objectives.
- Controlled a 70,000 hour and $7M work request budget.
- Developed an automated system to track acceptance rates and response time to customer requests. The system created a higher acceptance rate and lower overall cycle time.
- Developed a process for verifying and documenting compliance with Sarbanes Oxley Mandates.
Lead System Administrator
- Led server administration activities, ensuring uptime, security, and consistent performance across critical systems.
- Configured user access, permissions, and authentication controls to support secure operations.
- Monitored system health, logs, and alerts to identify issues before service disruptions.
Requirements Analyst/Business Analyst
- Gathered stakeholder requirements and documented functional specifications for review
- Analyzed business processes to identify gaps, dependencies, and improvement opportunities
- Gathered business requirements through stakeholder interviews and workshops, translating needs into clear functional specifications.
- Documented user stories, acceptance criteria, and process flows to support development and testing teams.
- Analyzed workflows and gap findings to identify process improvements and system requirements.
Lead Software Developer
- Led development and support efforts for customer-facing telecommunications applications.
- Designed metrics and reporting processes to improve software quality and defect management.
Investment Accountant
- Reconciled investment transactions, custodial statements, and general ledger balances for accuracy.
- Prepared monthly investment accounting entries, supporting close activities and reporting schedules.
Online Adjunct Mathematics Professor
10 Years 9 Months- Delivered mathematics instruction aligned with course learning outcomes and program standards.
- Designed engaging online and classroom activities to support student comprehension and participation.
- Evaluated assignments, exams, and discussions using consistent grading rubrics and academic criteria.
Adjunct Mathematics Professor
- Developed and delivered undergraduate and graduate mathematics courses aligned with department curriculum
- Evaluated examinations, assignments, and projects using clear grading standards
Instructional Assistant
2 Years- Directed Mathematics Learning Support Center, providing free tutoring services that enhanced student understanding in mathematics.
- Recruited and trained tutors to provide effective support to students.
- Supported classroom instruction by preparing materials, setting up learning stations, and reinforcing lesson objectives.
- Assisted faculty with tutoring students, answering routine questions, and clarifying assignment requirements.
Mathematics Teacher
2 Years- Instructed sixth, seventh, and eighth grade math courses, fostering student engagement and comprehension in mathematical concepts.
Auditor – Corporate Actions
2 Years- Executed investment decisions for investment managers including Deutsch Bank, Fidelity, and Morgan Stanley for stock splits, reinvestment plans, and mergers, enhancing portfolio performance..
- Audited accuracy of electronic telex instructions from administrators, ensuring compliance and integrity of transaction records.
Education
M.S. - Pure and Applied Mathematics
B.S. - Business Administration
Skills
Project management
Stakeholder communication
Training and mentoring
Teamwork and collaboration
Problem-solving
Effective communication
Adaptability and flexibility
Relationship building
Certification
Scaled Agile Methodology, Six Sigma Green Belt (Class Certified), Project Management Professional (PMP)
Timeline
Online Adjunct Mathematics Professor
Southern New Hampshire University
01.2016 - CurrentRead More
Senior Project Manager, Senior Project Manager, PMO
Regions Bank
07.2014 - 10.2026Read More
Senior Manager, Financial Services and General Solutions
Computer Technology Solutions (CTS.)
01.2007 - 07.2014Read More
Instructional Assistant
St. Petersburg Junior College
01.1996 - 01.1998Read More
Mathematics Teacher
Carwise Middle School
01.1994 - 01.1996Read More
Auditor – Corporate Actions
State Street Bank and Trust
01.1990 - 01.1992Read More
Project Manager, Billing Group
Accenture
2004 - 01.2007Read More
Lead System Administrator
Accenture
2001 - 2002Read More
Requirements Analyst/Business Analyst
Accenture
2000 - 2002Read More
Lead Software Developer
Accenture
2000 - 2001Read More
Investment Accountant
State Street Bank and Trust
1990 - 1992Read More
Adjunct Mathematics Professor
University of Alabama at Birmingham
2000 - 2005Read More
University of Alabama At Birmingham
M.S. from Pure and Applied Mathematics
Read More
University of New Hampshire
B.S. from Business Administration
Read More