Joseph Bacoulis
Monroe,CT
Summary
Servant leader with an extensive IT PMO background in healthcare and finance, uniquely coupled with client facing sales. Successfully managing enterprise initiatives with multi-million dollar budgets. Stakeholder focused in order to drive value, mitigate risk, resolve problems, improve efficiency and deliver impactful results. Experienced in identifying stakeholder needs, building out a roadmap and executing. Strong ability to develop relationships/partnerships. Quick learner and adapts to today’s challenging environment.
Overview
27
27
years of professional experience
Work History
Program Manager
Optum (United Health Care)
01.2020 - Current
- Current focus on enterprise wide consolidation of business intelligence tools to simplify the landscape, decrease costs and improve user experience.
- Overseeing multiple programs in the Enablement Platform Services group of Optum Technology
- Responsibilities include financial management and reporting, resource planning and forecasting, supporting scrum teams, audit compliance and assisting in risks/issues that arise
- Responsible for budgets exceeding $10m+.
- Delivered high-quality results by meeting performance metrics and monitoring progress against targets.
- Established strong relationships with key stakeholders, ensuring support for program initiatives.
Project Manager / Scrum Master / Release Train Engineer
Optum (United Health Care)
05.2014 - 12.2019
- Responsible for leading all Data Solutions Pharmacy Solutions Agile Teams
- Engaging customers directly and assisting in prioritizing and finalizing work directives
- Assuring all corporate and organizational MBO initiatives are met and/or exceeded
- Removing all roadblocks preventing team efforts from being met successfully
- Day to day oversight of DS Pharmacy Solutions teams agile flow
- Project and asset status reporting and financial reporting to senior management
- Successfully lead transition of three DS Pharmacy teams (20 resources) to agile based execution, migration to new organization time tracking solution and completion of all mandatory organizational training.
Retail Branch Manager
Annie Mac Home Mortgage
08.2013 - 05.2014
- Responsible for managing the retail lending site of a national lender
- Focused on creating growth and elevating sales performance
- Directing all day to day operations of local retail lending services
- Maintaining financial budget, sales forecasting, and profit and loss management
- Leading sales team and one processor generating multimillion dollar originations each month
- Assure all state and national laws, training, licensing and regulations are adhered to by all staff
- Lead presentations and seminars to home buyers and referral sources.
Retail Partner / Branch Manager
Stearns Lending, Inc.
02.2011 - 07.2013
- Responsible for launching first retail lending site of national direct lender in Connecticut
- Established marketing and branding campaigns
- Assisted in corporate retail website rollout and optimization
- Implemented customer retention processes
- Developed affinity programs for local companies and organizations
- Test partner for rollout of new lending platform via Citrix
- Assisted VP of Regional Ops Center in developing East Coast Retail plan and goals
- Directing all day to day operations of local retail lending services
- Maintaining financial budget, sales forecasting, and profit and loss management
- Recruiting and leading sales team and drove YTD increase of 30% in volume
- Assure all state and national laws, licensing and regulations are adhered to by all staff
- Established new business relationships and virtual presence via social media.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Networked with other professionals and organizations to expand contacts and opportunities.
Division Partner / Senior Loan Officer
Primary Residential Mortgage, Inc.
05.2010 - 02.2011
- Implemented policies and procedures to improve efficiency of loan throughput from sales team through processing and underwriting
- Defined and Developed process for back office to target turn-times and set expectations for sales team
- Set and lead meetings with sales team
- Reviewed product and guideline changes and updates with sales team
- Developed marketing and advertisement materials including Social Media
- Expanding client base, solidifying and creating new relationships with referral sources
- Developed new Affinity Affiliations.
Healthcare Analytics: Application Development Lead
United Health Care
02.2007 - 05.2010
- Directly supported national business segments by managing legacy Oxford’s national report request queue
- Responsible for organizing requests, defining client needs, prioritizing requests, assigning and managing resources (including offshore), identifying most efficient method of delivering solutions, as well as identifying opportunities to automate repeatable, reporting solutions, meeting tight deadlines and reporting overall status to leadership team
- Additionally responsible for communication with senior management and clients of project/request concerning request clarifications, solutions and status
- Integrated legacy Oxford’s System Development Life Cycle and UHG national report request process
- Defined rules and processes while balancing internal release constraints, local SDLC and being mindful of efficient, national solutions
- Hands on project management, design, development and testing processes utilizing Oracle 10g, UNIX, DataStage (ETL) and Business Objects
- Successfully lead migration of legacy Data Warehouse environment to new IBM servers and Oracle upgrade to 10g
- Responsible for system analysis, planning, coordinating, testing, validating and operational efforts across multiple departments including Database Administrators, UNIX Administrators, and Operations groups
- Provided systems support / on-call rotation.
Broker/ Owner
The Mortgage House, LLC
08.2002 - 12.2009
- Built company from ground up; developed brand, established lending relationships, and documented processes and procedures
- Utilized existing personal and business relationships to further network of referral sources
- Mentored and trained new loan officers, team building
- Member of CSMB and NAMB
- Running day-to-day operations including compliance assurance, loan processing, finances and daily communications
- Expanding client base, solidifying and creating new relationships with referral sources
- Developing marketing strategies
- Established internet presence.
Information Mgmt. / Business Intelligence: App. Dev. Lead
United Health Care
04.2005 - 02.2007
- Technical Project Lead / Manager on both Business and IM teams for small to medium size projects
- Involved in all aspects of project lifecycle: requirements, scope, sizing, resources, planning, development, validation and implementation
- Design, develop and test Business Intelligence solutions utilizing Oracle 9i, UNIX, DataStage, Business Objects and TOAD
- These project assignments included reviewing requirements, data analysis and recommending potentially more efficient solutions
- Designed, Developed and implemented several “self-service” reporting applications using the legacy Data Warehouse; these applications enabled Oxford business area users to satisfy a variety of data and reporting requirements on their own, thereby freeing up Information Management team members to work on developing the Analytical Data Warehouse
- Designed, Developed and implemented a new testing process and environments
- Business Logic Testing uses a defined, controlled data set to ensure that all aspects of an ETL process are rigorously exercised and validated for the newly developed Analytical Data Warehouse (ADW) and Operation Data Store (ODS)
- Worked with a team of developers and consultants from inception to completion
- This new phase is now utilized in all medium to large projects implemented by the IM / Business Intelligence team
- Communicate with Business Project Manager and IM management progress, issues and overall status.
Corporate Systems: SR. Programmer/Analyst
United Health Care
08.2000 - 04.2005
- Project Manager on small projects and maintenance implementations
- Lead Developer on the successful upgrade of the Data Warehouse Platform (HP to IBM and Oracle 8i to 9i)
- Lead team of 4 developers, communicated the status of development, testing, issues and resolutions to the project manager and technical lead, as well as coordinated each phase with the Oracle DBA's, UNIX administrators and a Quality Assurance team
- Developed extracts, reports and data load processes in Oracle 8i and 9i Data Warehouse residing in a UNIX environment
- Created solutions utilizing Business Objects, UNIX shell scripting, SQL, SQL Plus, PL/SQL, SQLLDR, FTP, Excel, and Access
- Developed process for the Sales and Marketing’s membership prospect information by standardizing and de-duping data residing in production tables utilizing a combination of DataFlux’s dfPower studio, customized schemas, SQL scripts and UNIX scripts
- Tracking and promoting code through Intersolv’s PVCS Tracker
- Promoting Project release definitions created and tracked in Lotus Notes
- Designed and implemented the Quality Assurance Database, which housed a subset of the Data Warehouse’s production data allowing for efficient refreshing and testing
- Provided technical support for the Business Objects 5.1.2 upgrade and rollout
- Technical advisor to the Project Manager and the Sales and Marketing team during the purchasing of a data standardization software package
- Adhered to Oxford’s System Development Life Cycle (SDLC) during software development.
Decision Support Services: SR. Programmer/Analyst
United Health Care
06.1999 - 07.2000
- Utilized Accrue’s Pilot Decision Support Suit, an OLAP tool, to develop Executive Information System (EIS) applications in a client/server environment
- Coded in Visual Basic in order to enhance the functionality of reporting GUIs
- UNIX and Oracle 7 were also utilized to complete development
- Tracked and promoted code through Intersolv’s PVCS Tracker
- Developed on online help system for the EIS application with RoboHelp
- Generated monthly reports using Access and Excel for CIO
- Provided production support, including satisfying access requests and resolving production abnormal ends using Vantive ticket tracking tool
- Adhered to Oxford’s System Development Life Cycle (SDLC) during software development.
IS Associate: Programmer/Analyst
Peoples Bank of Connecticut
05.1997 - 06.1999
- Responsible for the maintenance, improvements and processing of the back-end financial system, which sourced the Internet Banking and Pay-By-Phone front-end systems
- Maintained merchant accounts inputted into the system for the customers
- Modified COBOL programs and User Screens to accommodate for expansion from 5 digit merchant numbers to 6 digit merchant numbers
- Developed an automated back-end process to create and update a merchant number and description file implemented by Internet Banking front-end
- Performed Y2K code scans and remediation
- Developed an automated process to create test environments
- Created dashboard reports for management utilizing COBOL extract programs and a UNISYS flat file database.
Education
Masters of Science - Management of Technology
Fairfield University School of Engineering
Fairfield, ConnecticutBachelor of Science - Computer Science
Sacred Heart University
Fairfield, Connecticut08.1999
Associate of Science - Information Systems
Norwalk Community-Technical College
Norwalk, Connecticut05.1998
Skills
- Problem-Solving
- Project Management
- Detail Oriented
- Strategic Planning
- Team Leadership
- Critical Thinking
- Work Planning and Prioritization
- Interpersonal Skills
- Relationship Building
- Rally
- Agile
- Exposure to various Business Intelligence tools
Qualification Highlights
- Project/Program Mgmt
- Agile / Waterfall
- DevOps
- Scrum Master
- Stakeholder Relationships
- Solution Delivery
- Resource Planning
- Financial Planning
- Communication
- Data / Bus Intelligence
- Sys/Data/Bus Analytics
- Process Improvement
- Forecasting
- Strategic Development
- Team Building
Organizational Involvement
- Past Sacred Heart University Alumni Assoc. Exec Board: Vice President of Membership and Recognition
- Past Member Greater New Haven Chamber of Commerce
- Past Member Milford Chamber of Commerce.
- Past Member Valley Board of Realtors.
References
Furnished upon Request.
Training
- SAFe Agilist
- Agile Essentials
- Scrum Master
- Project Management
- Managing Information Technology Projects
- Project Management Fundamentals
- Virtual Team Leadership
- Virtual Team Communication
- Risk Management
- Managing Multiple Projects
- Technical
- Business Objects XIR2
- Business Objects Full Client 5.1
- Pilot OLAP Suite
- Advanced PL/SQL
- Oracle SQL and PL/SQL
- DataStage ETL
- TOAD
- Oracle 8i Applications Development and Tuning
- Oracle Data Modeling and Relational Database Design
- UNIX: Korn Shell Programming
- S.A.F.E State and National training and licensed Mortgage Loan Originator
- Continuing Education State Courses
- Money Laundering Prevention
Timeline
Program Manager
Optum (United Health Care)
01.2020 - Current
Project Manager / Scrum Master / Release Train Engineer
Optum (United Health Care)
05.2014 - 12.2019
Retail Branch Manager
Annie Mac Home Mortgage
08.2013 - 05.2014
Retail Partner / Branch Manager
Stearns Lending, Inc.
02.2011 - 07.2013
Division Partner / Senior Loan Officer
Primary Residential Mortgage, Inc.
05.2010 - 02.2011
Healthcare Analytics: Application Development Lead
United Health Care
02.2007 - 05.2010
Information Mgmt. / Business Intelligence: App. Dev. Lead
United Health Care
04.2005 - 02.2007
Broker/ Owner
The Mortgage House, LLC
08.2002 - 12.2009
Corporate Systems: SR. Programmer/Analyst
United Health Care
08.2000 - 04.2005
Decision Support Services: SR. Programmer/Analyst
United Health Care
06.1999 - 07.2000
IS Associate: Programmer/Analyst
Peoples Bank of Connecticut
05.1997 - 06.1999
Masters of Science - Management of Technology
Fairfield University School of Engineering
Bachelor of Science - Computer Science
Sacred Heart University
Associate of Science - Information Systems
Norwalk Community-Technical College