Lindsay Sobon
Senior Program Manager
NJ
Summary
Experienced project management professional with over 17 years of strong focus on team collaboration and achieving results. Skilled in strategic planning, risk management, and stakeholder communication. Known for reliability and adaptability in dynamic environments. Prepared to drive impactful outcomes and lead projects to success.
Overview
15
15
years of professional experience
2005
2005
years of post-secondary education
Work History
Senior Project Manager, BTS
Independence Blue Cross
03.2023 - Current
- Developed project management roadmap to define project objectives, timelines and milestones.
- Delivered reliable solutions by overseeing software design, development, testing, implementation, and support phases of IT projects.
- Managed cross-functional teams to ensure efficient allocation of resources and successful project completion.
- Led system integration efforts, working closely with vendors and internal teams to ensure seamless transitions.
- Oversaw quality assurance testing processes, ensuring that all software met organizational standards before deployment.
- Optimized internal processes through regular review meetings with team members aimed at identifying areas for improvement.
- Championed change management initiatives by incorporating feedback from end-users into future project plans and improvements.
- Ensured smooth adoption of new technology systems through comprehensive employee training programs tailored to individual learning styles.
- Negotiated contracts with vendors that led to cost savings while maintaining a high level of service quality.
- Collaborated with external partners for outsourcing tasks when necessary without compromising quality or timeliness.
- Monitored project performance to identify areas of improvement and make adjustments.
Senior Program Manager
NewRez LLC
02.2020 - 03.2023
- Maintained schedules to meet key milestones at every project phase.
- Adapted quickly to unexpected challenges or obstacles encountered during project execution, devising creative solutions without compromising objectives.
- Developed comprehensive project plans, identifying risks and mitigation strategies for timely completion.
- Evaluated vendor proposals, selecting those that provided the best value for cost, quality, and timeliness.
- Conducted post-project evaluations to identify areas of improvement and implement corrective actions for future endeavors.
- Monitored project progress, identified risks and implemented corrective measures to acquire success.
- Championed continuous improvement initiatives within the organization, driving efficiency gains across all projects.
Senior Project Manager
Independence Blue Cross
01.2019 - 02.2020
- Mange the migration and implementation of clients from internal system to enterprise managed software platform
- Direct both waterfall and agile projects, partnering with the Scrum Master
- Oversees the coordination and administration of all aspects of the program including planning, organizing, staffing, leading, and controlling program activities
- Translates the strategy by applying business acumen, sound judgement and clarity of vision and integrates important cross-functional streams as well as functional projects in the Program Plan
- Responsible for the coordinated management of multiple related streams/ projects, and, ongoing operations which are directed toward common objectives
- Monitors and influences team performance and plan execution by driving effective teamwork, issues-risks management and timely decision-making
Senior Project Manager
InvestEdge, Inc.
01.2017 - 01.2019
- Company Overview: Comprehensive Wealth Management Software Solutions (FinTech Company)
- Simultaneously manage 9+ external client implementations and 3-5 internal efficiency projects with durations from 6 to 24 months
- Execute new and reseller client implementations to InvestEdge product solutions for high net worth portfolios utilizing Agile and Waterfall methodologies
- Launched a new product, MMxChange; a digital marketplace for clients to design, build and control their own custom investment platform saving 50-70% of the cost of other platforms
- Aligned PMI industry best practices with existing corporate project expertise to create a centralized, leveragable corporate and core competency
- Directed User Acceptance Testing (UAT) for development work among internal and external disciplinary teams
- Key advisor to senior stakeholders to achieve goals and overcome obstacles
- Reduce development time and cost, increase quality and eliminate external constraints by partnering with Sprint Manager
- Designed and implemented JIRA reconciliation/tracking mechanism to optimize defect recording
- Managed consolidation of JIRA versions to allow full transformation to Agile Methodology
- Expanded bandwidth and provided 25% faster run time for data integration by merging servers for 50 clients
- Comprehensive Wealth Management Software Solutions (FinTech Company)
Global Project Manager
JPMorgan Chase & Co.
01.2013 - 01.2017
- Company Overview: Global Wealth Management, Private Banking, Trusts & Estates
- Led 10-15 business facing projects simultaneously with multi-million dollar budgets related to new product and technology initiatives, process enhancement, cost savings and risk and compliance improvements
- Effectively managed expectations of project stakeholders
- Change management throughout project lifecycle
- Chaired collaborative meetings at the operational and project level with inter-departmental management and project sponsors to strategically-align initiatives and innovate solutions
- Presented and produced high impact summaries, presentations and updates for senior management and stakeholders
- Created and maintained project plans, budgets and financial analysis
- Developed and executed test plans to deliver seamless project solutions
- Created and managed SharePoint for tracking and workflow needs
- Managed an international team of seven
- Successfully outsourced all fiduciary tax preparation services to a 'Big Four' accounting firm
- Transformed complex multi-billion-dollar trust administration system representing over 4000 clients
- Global Wealth Management, Private Banking, Trusts & Estates
Project Manager, Training Manager and Officer
Bank of America
01.2010 - 01.2013
- Project Lead for large scale, third party initiative, partnering with one of the world’s largest professional service firms and a 'Big Four' accounting firm, created reporting for spending and forecasting
- Managed all sectors of the project; Legal, Compliance, Risk, Education, Technology, and Reporting/Analytics, including new client launches, conversion projects and compliance related initiatives
- Mitigated risk by creating a project structure to ensure the successful delivery of the project
- Produced savings of more than $5 million through implementation of an alternative to foreclosure – Auction.com
- Reduced overall error rates 75% by designing remediation plans working with Managed Vendor Processing Operations
- Improved response time to the Department of Justice, HAFA and MHA by creating and managing a comprehensive SharePoint site which included all compliance auditable items
- Successfully trained and mentored over 300 new and 350+ existing employees and vendor employees across the U.S
- Developed action plans for Vendor Production Oversight Team to improve Quality Assurance scores, production goals and reduction in customer escalations
- Streamlined daily workflow and educational reference guides for Senior VP of Continuing Education
- Revamped training module to ensure most up to date, effective, hands-on learning
- Created and implemented a structured on-the-job training certification process for new hires
Education
BA - Journalism, Public Relations and Advertising
Temple University
Philadelphia, PASkills
Project plan development
Agile methodology
Cross-functional communication
KPI tracking
Requirements gathering
Client liaison
Multi-project management
Project goals and milestones
Clarity
JIRA
AZURE
Timeline
Senior Project Manager, BTS
Independence Blue Cross
03.2023 - Current
Senior Program Manager
NewRez LLC
02.2020 - 03.2023
Senior Project Manager
Independence Blue Cross
01.2019 - 02.2020
Senior Project Manager
InvestEdge, Inc.
01.2017 - 01.2019
Global Project Manager
JPMorgan Chase & Co.
01.2013 - 01.2017
Project Manager, Training Manager and Officer
Bank of America
01.2010 - 01.2013
BA - Journalism, Public Relations and Advertising
Temple University
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