Summary
Overview
Work History
Education
Skills
Websites
Skills Certifications
Certification
Highlights
Professional Consulting Engagements
Technology Tools
Cloud Migrations
Disaster Recovery
Investment Management Experience
Executive Reporting
Vertical Expertise
Timeline
Generic

Keith Carpenter

Plano,TX

Summary

EPMO Project Manager specializing in cloud integration, risk management, and data analytics. Demonstrated success in leading complex projects and enhancing processes to achieve significant business results.

Overview

29
29
years of professional experience
1
1
Certification

Work History

EPMO Project Manager

Comerica Bank
Dallas, TX
09.2024 - 04.2025
  • Led successful Discovery Phase for Risk Data Platform Project. Project goal was to explore Risk Reporting consolidation in an Enterprise Risk Reporting Platform based in a Data Lake (Terradata) and present Leadership with options and budget points.
  • Coordinated design of Risk Data Platform with Enterprise Architects and Business Analysts.
  • Facilitated advanced Data Lake Design options and Tableau Pilot.

ERP Project Manager

ORIX USA
Dallas, TX
06.2022 - 10.2024
  • Oracle ERP Fusion Cloud Implementation / Upgrade from EBS and Terradata environment. Led Data Lake Integration Workstream including third party integrations and BI integrations with Business Objects (BO), Microsoft PowerBI, and Tableau for Data Visualization.
  • Led third party application and AWS integrations and automations.
  • Deliverables centered of data flows and integrations between accounting, the Data Lake, and the Oracle ERP Cloud instance.
  • Led Kan Ban Teams and Executive Reporting.
  • Managed cloud migration project for enterprise applications, including resource allocation and financials.
  • Implemented AI SaaS tool for RFP process automation which include an ROI over 400%.

Project Manager

Southwest Airlines
Dallas, TX
07.2021 - 06.2022
  • Led project in Voice Upgrade Program working in infrastructure space including Vendor Management, On-Prem to Cloud Migration planning, data mapping.
  • Led call center consolidation planning sessions to align with vendor Voice solution.
  • Initiative included reporting and Business Intelligence integrations with Microsoft BI and Business Objects as well as Tableau and QuickBase.

Project Manager

Allstate
Dallas, TX
01.2020 - 06.2021
  • Project Manager in Allstate Data Warehouse working with Data Analysts and Data Scientists.
  • Led BI reporting integrations with Terradata Data Lake including Tableau, Business Objects, and Microsoft BI.
  • Translation of Data Science requirements to Data Warehouse and reporting solutions. Customer facing role of managing requirements intake, prioritization, and status as well as managing onsite and offshore resources in Agile iterations and Deployments.
  • Led Team in Agile Transformation over 1.5 years from Waterfall in MS Project to Scrum in an SAFe Framework including tool changes from Jira to VersionOne. Led all ceremonies in Transformation and trained Scrum Master to run two Teams comprised of 28 members.

SaaS Project Manager & Product Owner

Southwest Airlines
Dallas, TX
06.2018 - 12.2019
  • SaaS Product Owner: QuickBase and Box.
  • Led Enterprise licensing negotiations working with vendors and SWA Supply Chain.
  • Led Box initiative to right-size license footprint by deploying a custom purge script with inactivity data points integrated with SAP, resulting in over 3,000 licenses harvested with a net savings to SWA of over $300K.
  • Utilized ServiceNow and Kan Ban for project management and PlanPlus for budget tracking.
  • Conducted daily Scrum calls to ensure project progress and communication.
  • Negotiated licensing agreements with vendors to optimize software usage and reduce costs.
  • Implemented RPA solutions for automation of manual processes, resulting in significant cost savings.
  • Experience with similar tools for resource planning and budget management would be beneficial.

Senior Project Manager

Blue Cross Blue Shield – TEXAS BCBS
Dallas, TX
01.2018 - 06.2018
  • Successfully led State of Texas Remediation work items on schedule related to automation of data integrations.
  • Led project for data cleanup as a spin off project from Texas Regulatory Compliance Review.
  • On prem database instance migration to AWS.

Project Manager

IBM
Dallas, TX
04.2015 - 01.2018
  • BAS Project Manager / Scrum Master. BAS provides business-led Business Intelligence Solutions and analytics and digital systems that are used to manage business operations and influence enterprise strategy. Worked with Data Architects, Data Analysts, Business Analysts, and Data Science teams.
  • Managed 6 External Client implementation projects from SOW through Implementation to Steady State using various technologies to create a 'Single Pane of Glass' for Business Intelligence and Analytics including Watson Analytics, SPSS, Cognos, and Tableau. Optimized ServiceNow reports integration.
  • Projects included identifying data sources, mapping current and future state tables, creating and ETL path using DataStage from on-prem data sources to IBM Soft Layer and Data Lake, and creating a Cognos-based Dashboard with real-time, drillable data.

Senior Project Manager

PepsiCo
Dallas, TX
04.2014 - 04.2015
  • Led initial adoption and implementation of SIAM (Service Implementation and Management) framework spanning people, process, and technology. Implementation involved tool and process integration and standardization across the PepsiCo global divisions, reporting to respective VP’s.
  • Led Tool changes and integrations which were developed and deployed in the Enterprise Data Warehouse for ITSM reporting including Cloudera and Oracle. Business-facing requirements gathering and solutioning with Data Models and Reporting solutions. Engagement created a global process framework, documented current and future state process flows, gap analysis, manual process automations.

Project Manager

JP Morgan Chase
Dallas, TX
04.2013 - 04.2014
  • Regulatory Compliance Project Manager with JPMorgan Chase.
  • Engagement included requirements business analysis and definition, gap analysis, future state process flows, solution design, and implementation including automation of manual touch points of data, closing Federal Consent Order open issues.
  • Data Integration: Optimization of ServiceNow platform with nCINO for enhanced workflow and reporting.

Management Consultant

PriceWaterhouseCoopers (PwC)
Dallas, TX
11.2011 - 08.2012
  • Consultant / Project Manager on an internal Global Procurement project to optimize and standardize procurement processes to leverage global purchasing power.
  • Phase 1 Assessment and recommendations completed and presented to Executive leadership. Consisted of current state and future state alternatives to leverage collective, global procurement to drive down costs.

EPMO Project Manager

Comerica Bank
Dallas, TX
11.2010 - 11.2011
  • Project Manager in Mortgage Funding and Mortgage Warehouse space. Project included requirements documentation, design, build and deployment of updated solution.
  • Mortgage wire automation was completed on target and saved Comerica bank over 100K in manual wire hours annually.
  • Federal Mortgage reporting was digitized, saving Comerica over 100K in paper and materials costs.

Enterprise Consultant / Portfolio Manager / Project Manager

Computer Sciences Corporation (CSC)
Detroit, MI
04.2008 - 11.2010
  • General Dynamics: Led 3-6 concurrent projects including successful Custom Application development of Large-Scale Project to Automate Manual Tank Tracking System at Lima Ohio Tank Plant: (LATP) Project objective was to automate the vehicle tracking and reporting system and processes at the Lima, OH Plant.
  • Chrysler LLC: Led Transformation initiative to successfully offshore the Steady State maintenance and Product Lifecycle Management (PLM) Project Portfolio work across 60 enterprise Chrysler applications in the Mopar Division. Team consisted of 15 onsite developers and 35 offshore resources in India.
  • Ascension Health: Led Electronic Medical Record (EMR) migration to IBM Cloud.

Project Manager

Synergistic Online Solutions
Detroit, MI
04.2003 - 04.2008
  • AS/400 – IBM i Project Manager: Hardware upgrades, network, code upgrades, Disaster Recovery.

Stockbroker and Asset Management

UBS PaineWebber and Wells Fargo Investment Advisors
New York, NY
04.1996 - 04.2003
  • Managed $50M in assets for individual and institutional clients; stocks, bonds, options.
  • Municipal bonds and stock Trader.
  • Municipal Bond Department Core Team and Broker.
  • Technology Tools Inventory.

Education

MA -

University of Tennessee
Knoxville, TN

BA -

Michigan State University
East Lansing, MI

Skills

  • Project management methodologies
  • Cloud platforms expertise
  • Data management solutions
  • Software development lifecycle
  • Business process improvement
  • Enterprise resource planning
  • Data analytics and insights
  • SaaS application oversight
  • Automation technologies
  • Collaboration tools proficiency

Websites

Skills Certifications

  • PMP
  • CSM
  • ITIL
  • Lean
  • Six Sigma
  • Oracle ERP (EBS and Fusion)
  • Data Warehouse / Data Analytics
  • SaaS app management, optimization
  • Agile, Waterfall, Scrum, DevOps
  • Cloud Integration / Data Lake / Data Warehouse / Data Mart / Soft Layer
  • Business Analysis, Data Analysis, Data Science Teams
  • RPA Robotic Process Automation
  • Cloud migrations; AWS and Azure
  • Expert PM Tools: Azure DevOps, Jira, AWS, Smart Sheets, VersionOne

Certification

  • PMP Certified
  • ITIL Certified
  • Six Sigma Certified
  • Certified Scrum Master - CSM
  • Lean Project Management Certification
  • CSC GPMF Project and Program Management Course: 24 Credits
  • Presenter at PMI Symposium GLC: Communications Mgt Spanning the Globe.
  • CSC Advanced Microsoft Estimation and Scheduling Certified
  • Agile Scrum Institute Training and CSM Certification
  • Previously Held: Series 7, Series 63, Series 65, Health and Life Insurance Licenses (Stockbroker).

Highlights

up to $10M, up to 45 people, PwC, IBM, CSC, AWS, Azure, IBM

Professional Consulting Engagements

  • Comerica Bank, EPMO Project Manager, Dallas, TX, 09/01/24, 04/30/25, Led successful Discovery Phase for Risk Data Platform Project. Project goal was to explore Risk Reporting consolidation in an Enterprise Risk Reporting Platform based in a Data Lake (Snowflake) and present Leadership with various options across several scope ranges and price points.
  • ORIX USA, ERP Project Manager, Dallas, TX, 06/01/22, 10/31/24, Oracle ERP Fusion Cloud Implementation / Upgrade from EBS. Led Data Lake Integration Workstream including third party integrations and BI integrations with Business Objects (BO) and Microsoft BI.
  • Southwest Airlines, Project Manager, Dallas, TX, 07/01/21, 06/30/22, Led project in Voice Upgrade Program working in infrastructure space including Vendor Management, On-Prem to Cloud Migration planning, data mapping.
  • Allstate, Project Manager, Dallas, TX, 01/01/20, 06/30/21, Project Manager in Allstate Data Warehouse working with Data Analysts and Data Scientists.
  • Southwest Airlines, SaaS Project Manager & Product Owner, Dallas, TX, 06/01/18, 12/31/19, SaaS Product Owner: QuickBase and Box.
  • Blue Cross Blue Shield – TEXAS BCBS, Senior Project Manager, Dallas, TX, 01/01/18, 06/30/18, Successfully led State of Texas Remediation work items on schedule related to automation of data integrations.
  • IBM, Project Manager, Dallas, TX, 04/01/15, 01/31/18, BAS Project Manager / Scrum Master.
  • PepsiCo, Senior Project Manager, Dallas, TX, 04/01/14, 04/30/15, Led initial adoption and implementation of SIAM (Service Implementation and Management) framework.
  • JP Morgan Chase, Project Manager, Dallas, TX, 04/01/13, 04/30/14, Regulatory Compliance Project Manager with JPMorgan Chase.
  • PriceWaterhouseCoopers (PwC), Management Consultant, Dallas, TX, 11/01/11, 08/31/12, Consultant / Project Manager on an internal Global Procurement project.
  • Comerica Bank, EPMO Project Manager, Dallas, TX, 11/01/10, 11/30/11, Project Manager in Mortgage Funding and Mortgage Warehouse space.
  • Computer Sciences Corporation (CSC), Enterprise Consultant / Portfolio Manager / Project Manager, Detroit, MI, 04/01/08, 11/30/10, Led 3-6 concurrent projects including successful Custom Application development.
  • Synergistic Online Solutions, Project Manager, Detroit, MI, 04/01/03, 04/30/08, AS/400 – IBM i Project Manager.
  • UBS PaineWebber and Wells Fargo Investment Advisors, Stockbroker and Asset Management, New York, NY, 04/01/96, 04/30/03, Managed $50M in assets for individual and institutional clients.

Technology Tools

  • Watson Analytics
  • Tableau
  • Hadoop
  • PureSystems
  • Business Objects (BO)
  • SAP
  • Oracle/JD Edwards Enterprise One / JDE OneWorld
  • Remedy
  • ServiceNow
  • SalesForce
  • IBM BI: SPSS, IBMi, AS400, PowerSystems, SAS BI, Oracle BI, Oracle Fusion, VMWare, DB2, Cognos, Hadoop
  • SAS BI
  • SAP HANA
  • Business Objects
  • QuickBase
  • Visio
  • Microsoft Project
  • PowerPoint
  • Excel
  • Quick Base
  • Word
  • Box
  • Sheets

Cloud Migrations

  • AWS
  • Azure

Disaster Recovery

  • Business Continuity
  • Cloud Replication

Investment Management Experience

5+ Years

Executive Reporting

Experienced Project Manager reporting to Fortune 500 Leadership in helping solve problems and leverage opportunities using automation, digital transformation, cloud migrations, business intelligence, data analytics, reporting and dashboards to communicate real time data insights to drive operations and strategic decisions.

Vertical Expertise

10+ years, 3 years, 5+ years

Timeline

EPMO Project Manager

Comerica Bank
09.2024 - 04.2025

ERP Project Manager

ORIX USA
06.2022 - 10.2024

Project Manager

Southwest Airlines
07.2021 - 06.2022

Project Manager

Allstate
01.2020 - 06.2021

SaaS Project Manager & Product Owner

Southwest Airlines
06.2018 - 12.2019

Senior Project Manager

Blue Cross Blue Shield – TEXAS BCBS
01.2018 - 06.2018

Project Manager

IBM
04.2015 - 01.2018

Senior Project Manager

PepsiCo
04.2014 - 04.2015

Project Manager

JP Morgan Chase
04.2013 - 04.2014

Management Consultant

PriceWaterhouseCoopers (PwC)
11.2011 - 08.2012

EPMO Project Manager

Comerica Bank
11.2010 - 11.2011

Enterprise Consultant / Portfolio Manager / Project Manager

Computer Sciences Corporation (CSC)
04.2008 - 11.2010

Project Manager

Synergistic Online Solutions
04.2003 - 04.2008

Stockbroker and Asset Management

UBS PaineWebber and Wells Fargo Investment Advisors
04.1996 - 04.2003

MA -

University of Tennessee

BA -

Michigan State University

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