A resolute and skilled leader who has worn many hats in his career. Has a strong focus on servant leadership, Agile methodologies, Release Management, Change Management, Process Compliance, Continuous Improvement, Productivity, and meeting deadlines while ensuring quality results with outstanding service to business stakeholders.
Adept and very comfortable as an Analyst, Scrum Master, Product Owner, Product Manager, Scrum Master, Agile Coach, as well as Senior C-Suite leadership roles.
Proficient with many platforms/programs/applications including MS Office Suite, Jira, Jira Align, Rally, Confluence, Version One, Azure DevOps, AWS, SharePoint, Splunk, CPS, Salesforce, Admin Portal, Service Now, HP OpenView, and many more.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Sr. Analyst
Country Financial
05.2023 - Current
Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
Delivered accurate financial forecasts by conducting thorough data analysis and research on market trends.
Improved company efficiency with the development of key performance indicators and tracking metrics.
Optimized project management, resulting in timely deliverables and improved client satisfaction rates.
Developed comprehensive risk management strategies to minimize potential losses and safeguard business interests.
Provided expert advice for senior management, contributing to informed decision-making and strategic planning.
Implemented cost reduction initiatives, achieving significant savings without compromising quality or service delivery.
Conducted in-depth competitor analysis to identify opportunities for growth and expansion within the industry landscape.
Increased overall profitability by identifying inefficiencies within existing systems and implementing necessary changes.
Played a pivotal role in the successful completion of high-stakes projects by providing crucial analytical support and insights.
Mentored junior analysts, fostering professional development while enhancing overall team performance.
Influenced policy decisions through comprehensive economic analyses that effectively communicated complex information to nonexperts.
Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
Fractional CEO / Chief Executive Officer
Heyworth Trading Group, LLC
10.1999 - Current
Oversaw company's Holdings and Fiduciary operations, ensuring all projects are completed on-time and on-budget
Communicated with clients, third-party resources, and upper management teams for most effective project completion
Oversaw negotiations, budgeting, purchasing, and developing long- term operational strategies
Worked closely with senior management and Shareholders to meet company objectives
Oversaw documentation of all operations to ensure that consistent, efficient workflows are in place, yielding optimal productivity and performance
Hosted semi-annual shareholder events (or as needed), to procure votes on company matters at hand.
Communicated business performance, forecasts and strategies to investors and shareholders.
Devised and presented business plans and forecasts to board of directors.
Represented organization at industry conferences and events.
Negotiated terms of business acquisitions to increase business base and
solidify market presence.
Cultivated forward-thinking, inclusive and performance-driven
company culture to lead industry innovations.
Oversaw divisional marketing, advertising and new product
development.
Implemented strong hiring and training techniques to promote team
cohesiveness and streamline overall workflow.
Directed market expansions to propel business forward, meet changing
customer needs.
Procured and coordinated new resources to achieve sales targets within
optimal timeframes.
Made large-scale financial decisions and supervised company spending
to reduce material losses and maximize profits.
Maintained P&L and shouldered corporate fiscal responsibility.
Monitored key business risks and established risk management
procedures.
Founded performance- and merit-based evaluation system to assess
staff performance.
Updated business processes, products and team makeups to generate
more business opportunities and cater to audience needs.
Identified new revenue generation opportunities to maximize bottom-
line profitability.
Reviewed individual department performance and worked with
leadership to improve processes, procedures, and practices.
Directed technological improvements, reducing waste and business
bottlenecks.
Oversaw business-wide changes to modernize procedures and
organization.
Cultivated company-wide culture of innovation and collaboration.
Formulated and executed strategic initiatives to improve product
offerings.
Developed key operational initiatives to drive and maintain substantial
business growth.
Established and maintained strong relationships with customers,
vendors and strategic partners.
Built productive relationships with industry partners and competitors
to support strategic business objectives.
Cultivated forward-thinking, inclusive, and performance-oriented
business culture to lead industry in innovation and push progress.
Established foundational processes for business operations.
Managed financial, operational and human resources to optimize
business performance.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Developed innovative sales and marketing strategies to facilitate business expansion.
Coached and guided senior managers to improve employee job satisfaction and achieve higher performance levels.
Addressed employee and managerial concerns and implemented corrective actions to promote compliance.
Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Created succession plans to provide continuity of operations during leadership transitions.
Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.
Initiated strategy to drive company growth and increase market share and profitability.
Negotiated with suppliers and delivery workers and ordered materials according to forecasted customer demand.
Analyzed and tracked business metrics and made appropriate adjustments to meet supply and demand needs.
Managed financial, operational and human resources to optimize business performance.
Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts
Established foundational processes for business operations
Sr. Scrum Master / Product Owner - ESD Leadership
Guardian Life Insurance
11.2021 - 05.2023
Product owner in a SAFe Agile Environment for Guardian's UI Plan Enrollment team comprised of eighteen developers to build a new modernized plan enrollment system while integrating changes with the core legacy system
Also oversaw core legacy system of six developers to ensure mapping/integration and business unit testing for Core downstream system
Facilitated discovery of functional and non-functional requirements to document them in the form of Features, Stories, wireframes, diagrams, process flows, business rules, and acceptance criteria
Supported portfolio product alignment across Teams within the same ART or Portfolio
Built, organized, and maintained the project/team backlog over the course of the project
Developed user stories from prioritized features in collaboration with the PM and business stakeholders while striving to maintain a holistic view of the product and ensure the end-to-end user experience is strong
Facilitated the ongoing backlog grooming process including defining business value, prioritizing, and selecting stories for upcoming sprints while organizing the backlog into a high-level release roadmap
Ensured stories were ready for upcoming sprints
Mitigating dependencies and gathering dependency commitment during PI planning
Participated in team and program level demos
Communicated requirements to stakeholders; ensured developers and testers understood the stories and have a collective understanding on how the user story will be devoloped, implemented, and tested
Analyzed new requests from stakeholders and determined if the request is a new story, a modification to an existing story, Defect, or already covered in an existing story and add to the backlog as appropriate
Participated in all scrum ceremonies
Trained the team on requirements, processes, and tools in use for the project
Provide thought leadership to teams
Providing coaching and mentoring to agile teams and Jr Product Owners
Ensuring requirements cover the scope as defined in the SOW
Identified deviations from the SOW and communicated to the upper project leadership in support of the change control process
Established a requirements management strategy for the project, which describes; process for elicitation, documentation standards and format, tools, meeting cadence, backlog grooming process, review & approval process, change process, and communications processes
Reviewed testing issues and determined if the issue was a bug or behaving as expected
Facilitated user acceptance testing
Wrote training materials and trained unaccustomed users
Assist with content entry and verification tasks.
Brainstormed with peers and other members of design team to determine enhancements and product features
Allocated and approved team resource usage
Coordinated with software developers to create custom applications and trackers to achieve client goals
Identified changes in project scope and modified job schedule accordingly
Oversaw entire product deployments from vision and creation to rollout and delivery
Wrote comprehensive user manuals for new products and additional technical documentation
Managed implementation of new features by outlining plans and specifications such as how, where and when each component would work
Focused on building critical features up front in order to identify constraints and technical challenges
Applied effective time management techniques to meet tight deadlines
Demonstrated a high level of initiative and creativity while tackling difficult tasks
Owned and prioritized product backlog
Collaborated with development team on production services and tasks
Researched and identified best-fit materials for new products
Developed and maintained courteous and effective working relationships
Passionate about learning and committed to continual improvement
Analyzed user feedback and implemented changes to product design
Documented each step in product's design process for use in manuals
Collaborated with team of engineers to develop new products
Created visuals and renderings communicating product design concepts
Developed strong organizational and communication skills through coursework and volunteer activities
Proven ability to learn quickly and adapt to new situations
Collaborated with development team on product services and tasks
Skilled at working independently and collaboratively in a team environment
Self-motivated, with a strong sense of personal responsibility
Project Mgr / Scrum Master / Agile Coach
State Farm Insurance
05.2016 - 07.2021
Scrum Master for multi-product dev team of twelve developers in structured and unstructured data warehousing during transition to AWS cloud.
Hosted daily team Stand Ups (DSU Ceremonies)
Assisted team PO in driving Epics, Features, PI Objectives, Dependencies, Risks, User Story compliance, and releases
Assisted team PO in defining proper acceptance criteria
Assisted in Defining, Mitigating, and gathering commitment on inter/outer team dependencies
Facilitated Sprint Closure and Sprint Start ceremonies
Assisted team PO with backlog refinement/backlog grooming sessions
Hosted team retrospective ceremonies, and mob programming sessions
Drove Pre-PI Planning and assisted team during PI planning events
Mitigated team defects/blockers and escalated where applicable
Relayed team’s Agile progress to and upper program leadership
Maintained Scrum and Kanban boards in both LeSS and SAFe Agile environment
Ensured PI closeouts of Features, Dependencies, and Risks
Secondary Role:, Engaging with stakeholders and SME submitting user stories to flush out detailed requirements to include..
Interviewing multiple stakeholders based on customer personas to derive root cause issues and desired results
Extrapolating data and interpreting results to inform requirement build and validate desired results are credible
Engaged with assigned scrum teams, including IT Developers and BSA to refine requirements to ensure all information is present to support IT solutions.
Validated proposed IT solution with stakeholders to glean collective understanding in approach
Assisted product ownership in prioritization discussions/determinations and interdependency management between teams
Assisted UAT testing team in testing support as needed
Develop and refine best practices, processes and procedures related to requirements gathering
Mentor/Coach other testing partners those items
Lead support of business initiatives through data analysis, identification of implementation barriers and user acceptance testing of various systems
Lead identification and analysis of system requirements, procedures, and problems to improve existing processes
Resolve issues and identify opportunities for process redesign and improvement
Perform detailed analysis on multiple projects, recommend potential business solutions and ensure successful implementations, including improvements and revisions to business processes and requirements
Evaluate risks and concerns and communicate with management
Coordinate with various business units and departments in development and delivery of training programs
Develop, share, and incorporate organizational best practices into business applications
Oversee all changes to departmental policies and procedures, including communicating and implementing changes
Served as subject matter expert on assigned function product to ensure operational performance.
Applied agile methodology to shorten cycle time and achieve target margins.
Performed gap analysis to identify areas of improvement.
Planned Agile best practices and encouraged team cohesion, overcoming impediments, and hurdles to productivity.
Coached teams in Agile practices and provided necessary training to create positive mindset to Agile methodologies
Planned Agile best practices and encouraged team cohesion, overcoming impediments, and hurdles to productivity
Collaborated with product owners, team members, technologists, and other scrum masters to define solutions and drive progress
Led sprint reviews and planning meetings to promote full team engagement
Worked closely and listened to team members' feedback to identify issues and resolve conflicts
Applied agile methodology to shorten cycle time and achieve target margins
Managed product backlog and supported Scrum framework for monthly sprint releases
Worked to provide continuous improvement for product development lifecycle
Evangelized Agile as strategic asset of culture and business value
Managed work and project responsibilities by assigning tasks to internal individuals and external teams
Streamlined and optimized workflow and communication by implementing Agile frameworks
Researched current trends to stay knowledgeable in Scrum methods
Worked across teams outside of development to find solutions and answers to issues encountered by engineering personnel
Resolved staff conflicts and identified potential areas of improvement
Monitored and tracked project progress to support timely completion
Created and implemented contingency plans to address potential risks
Established and enforced project timelines and deadlines
Partnered with project team members to identify and quickly address problems
Led cross-functional teams to successfully complete IT projects
Updated customers and senior leaders on progress and roadblocks
Wrote, updated and maintained project documentation
Planned, designed, and scheduled phases for large projects.
Monitored project performance to identify areas of improvement and make adjustments.
Coordinated with cross-functional teams to resolve project issues and mitigate risks.
Achieved project deadlines by coordinating with contractors to manage performance.
Met project deadlines without sacrificing build quality or workplace safety.
Provided detailed project status updates to stakeholders and executive management.
Product Owner / Product Manager (North America)
Robert Bosch
04.2014 - 05.2016
Liaison for Bosch North America Avaya Managed Services
Oversaw day-to-day operations of Bosch North America Avaya Managed Service support platform (58 live sites, US, Mex, Can) as well as Bosch / Avaya UC managed services contract
Managed and delegated support tasks to 70+ onsite UC Partners throughout North America
Created and implemented process improvement strategies
Oversaw national ServiceNow and HP OpenView ticket queues for North America UC Partner support
Monitored and tracked completion of UC Partner projects, task steps, and deliverables
Coordinated communication and outreach to internal and external stakeholders
Defined and managed Epics / Features / Requirements in SAFe Agile environment
Gathered Feature requests and developed/maintained well-groomed backlog
Coordinated work to be allocated to sprints and release schedules
Identified and estimated/anticipated work efforts based on priority in PI Planning.
Lead appropriate teams to refine, prioritize, and manage backlog to best achieve goals and vision
Functioned as liaison between business stakeholders, technology teams, and support teams
Managed and reported on supplier/service provider, service delivery performance, and quality against SLAs TSAs BPAs
Developed and proposed options with pros/cons, risk, cost benefit analysis, project turn-around, integration, and other technology solutions/system priorities
Project Management assistance for Avaya and MS Lync
Primary liaison between Avaya and Bosch for all aspects of managed service contract needs in Bosch North America
PMO assistance for new site rollouts
Maintained all UCC project documentation
Provided reporting to global leadership (Germany)
Created and sent corporate communications to UC Partner support teams, as well as business stakeholders notifying them of upcoming planned outages and new Avaya features.
Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
Managed large budgets, collaborating with other departments to eliminate redundancies.
Established, optimized and enforced business policies to maintain consistency across industry operations.
Put together realistic budgets based upon costs and fees for successfully operating business.
Introduced new methods, practices, and systems to reduce turnaround time.
Evaluated suppliers to maintain cost controls and improve operations.
Analyst III / Avaya Engineering
W.W. GRAINGER INC
04.2012 - 04.2014
Engaged with stakeholders and SME submitting user stories to flush out detailed requirements
Interviewed multiple stakeholders based on customer personas to derive root cause issues and desired results.
Extrapolated data and interpreting results to inform requirements build and validate desired results are credible.
Engaged with assigned scrum teams, including IT Developers and BSA to refine requirements to ensure all information is present to support IT solutioning.
Validated proposed IT solutions with stakeholders to glean common understandings to our approach.
Assisted product ownership in prioritization discussions/determinations and interdependency management between teams.
Assisted in UAT testing team in testing support as needed.
Developed and refine best practices, processes and procedures related to requirements gathering. Mentor/Coach other testing partners those items
Described performance expectations/metrics for this individual and their team:
Lead support of business initiatives through data analysis, identification of implementation barriers and user acceptance testing of various systems.
Lead identification and analysis of system requirements, procedures, and problems to improve existing processes.
Resolved issues and identify opportunities for process redesign and improvement.
Performed detailed analysis on multiple projects, recommend potential business solutions and ensure successful implementations, including improvements and revisions to business processes and requirements.
Evaluated risks and concerns and communicate to management.
Coordinated with various business units and departments in the development and delivery of training programs
Developed, share, and incorporate organizational best practices into business applications.
Oversaw all changes to departmental policies and procedures, including communicating and implementing changes.
Served as subject matter expert on assigned function product to ensure operational performance environments and assess current strategies.
Assessed impact of current business processes on users and stakeholders and evaluated potential areas for improvement.
Assigned tasks to associates, staffed projects and updated involved parties to enhance optimal business flow.
Led cross-functional teams to analyze and understand enterprise-wide operational impacts and opportunities of technology changes.
Evaluated consistency and importance of different business intelligence data against needs to determine optimal courses of action.
Skills
Scrum
Kanban
Agile Framework
Agile Ceremonies
Feature Planning
Story Writing
Story Grooming / Refinement
Acceptance Criteria
Sprint Planning
Mob Programming
Team Retrospectives
PI Planning
Scrum of Scrums
Mockups and Design Frames
User Acceptance Testing (UAT)
Business Intelligence Data Modeling
Stakeholder Relationship Management
Key Relationship Development Across Dependencies
Vendor Management
Release Management
Change Management
Atlassian JIRA / Jira Align / Confluence / Version One