Marianna McKimmon PMP
Raleigh,NC
Summary
Detail-oriented individual with exceptional communication and project management skills, eager to secure entry-level tax specialist position. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
VITA Program Tax Preparer
IRS / Wake Technical College
01.2025 - 04.2025
- Successfully Completed the VITA/TCE Certification Course Advanced Test.
- Utilized Taxslayer software.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during tax season by addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Technical Program Manager – Cybersecurity
Shipt / Pyramid Consulting Inc
08.2024 - 11.2024
- Played a crucial role in securing Shipt’s applications and assisting engineering teams in implementing Cybersecurity best practices through critical initiatives.
- Responsible for feature definition (concept through implementation) including business requirements gathering and documentation.
- Responsible for prioritization and trade-offs between customer experience, schedule, performance, and cost.
- Maintain excellence of project governance with internal and customer stakeholders, driving day-to-day project planning and execution, project scope, expectations and risks, and ensuring timelines are met and quality deliverables produced.
Project Coordinator – Enterprise Data & Wealth Technology
The Select Group
03.2024 - 06.2024
- Direct M&A support for Silicon Valley Bank data conversion project.
- Coordinate project management activities, workforce management, equipment and information.
- Liaise with clients to identify and define requirements, scope and objectives.
- Continue to oversee needs are met as projects evolve.
- Act as the point of contact and communicate project status to all participants.
- Analyze risks and opportunities.
- Monitor project progress and handle any issues that arise.
- Work with the Project Managers to eliminate blockers.
- Use tools to monitor working hours, plans and expenditures.
- Ensure standards and requirements are met through confirming quality assurance tests.
- Issue all appropriate legal paperwork (e.g. contracts and terms of agreement).
- Create and maintain comprehensive project documentation, plans and reports.
Project Coordinator - US P&BB PMO
Bank of Montreal / The Select Group
06.2022 - 10.2023
- Performed administrative tasks within a portfolio of projects; responsibilities included forecasting, monitoring financials.
- Orchestrated team’s communication plan in support of Bank of the West systems conversion to BMO, completing the largest integration in Canadian banking history.
- Included migration of BOTW customer’s data to BMO databases.
- Leveraged reports from Clarity PPM into excel, showcased accuracy improvements.
- Utilized the Clarity PPM status (workforce management) and summarized at a high level to management.
- Scrum master support for PM’s when needed.
- Attended PM meetings created action items and risk issues.
- Documented RAID log items and confirmed standards were met.
- Maintained project documentation in SharePoint; MS Teams (OneNote) and Project Web App.
- Summarized daily connects, PowerPoint, Word - good communicator and excellent verbal and written skills.
- Excellent time management, organizational skills, and attention to detail.
- Demonstrated effectiveness in collaborating with internal and external stakeholders to establish meaningful working relationships.
Infrastructure Project Manager- IT Corporate PMO
First Citizens Bank / DISYS
04.2021 - 06.2022
- Controlled network and voice projects of a substantial scope to enhance the Bank’s technological capabilities during merger.
- Extensive infrastructure upgrade of three hundred One West Bank branches to First Citizens standards.
- Strong spatial intelligence enabling resourcefulness, problem-solving, and conflict-resolution skills.
- Utilized in depth business and technical knowledge to manage the execution and administration of project life cycle including planning, scope definition, design, and delivery.
- Working knowledge of SDLC and CLC.
- Directed both technical and non-technical aspects with an advanced understanding of project management approaches.
- Tracked in Clarity PPM, SAS and JIRA, reported progress against milestones, budgetary guidelines, or other performance indicators to analyze strategic impact of project activities.
- Coordinated activities of IT teams with other lines of business to achieve project goals.
- Technical writing expertise, including gathering requirements, drafting SOW, RFI and RFP documents.
- Responsible for communicating specific and major changes to impacted end users regarding new and/or enhanced technology.
- Provided content in support of program presentations for executives and stakeholders.
EIAM Project Analyst- Corporate Information Security
Truist Financial Corporation / The Select Group
09.2019 - 02.2021
- Fulfilled an essential role coordinating, executing, and completing high-profile Cyber Security project at this leading financial institution, working in partnership with business sponsors, business owners, and team members.
- Worked with business and technical stakeholders to solicit and gather requirements for managing accounts.
- Worked independently to interpret client requirements into documented system requirement specifications (SharePoint) in accordance with approved standards and procedures.
- Utilized hybrid Waterfall – Agile methodology.
- Responsible for providing business systems analysis support for PAM security team.
- Co-ordinated educational awareness of the new CyberSecurity tool and minimal training for the adaptability of the same device.
Infrastructure Project Lead
HCL TECHNOLOGIES
04.2018 - 07.2019
- Company Overview: Leading provider of business technology services, cloud services, computing platforms, and industry solutions.
- Continued to fulfill the critical role for BCBSNC client on behalf of this leading provider of business technology services, cloud services, computing platforms, and industry solutions.
- Rebadged from Fujitsu to HCL upon transition of IT service provider.
- Windows 10 Upgrade and Equipment Refresh.
- Benefit to client comprehensive application archive was identified during upgrade.
- Worked with business units to enable CRM tools i.e. Salesforce.
- Leading provider of business technology services, cloud services, computing platforms, and industry solutions.
Infrastructure Project Manager
Fujitsu North America
08.2013 - 04.2018
- Effectively managed all phases of each initiative, oversaw resource allocation (workforce management) and the actions of matrixed, crossfunctional teams to achieve all milestones and deliverables on-time and within budget; solicited feedback and recommendations from clients to ensure the complete satisfaction of customer expectations.
- Over the course of each project, ensured alignment with established progress targets and assessed and accommodated risks through the development of contingency plans; leveraged expertise in a variety of analysis tools, including Clarity PPM, Oracle HCM, MS Project, Cost/Benefit Analysis and Flowcharts, to provide multiple alternatives for resolution.
- Examined business goals in order to categorize and prioritize the execution of projects to maximize the value and ROI to the company; across all projects, provides status reports on a routine basis to management and key stakeholders.
- Represented the interests of clients in all engagements with vendors, including consultants and marketers; oversaw all relationship management with outsourced agencies.
- Performed RFQ and RFP process, analyzed bids, awarded contracts.
- Serves as a key strategic resource, formulated and submitted recommendations for business improvement initiatives, resulting in substantial gains in quality, cost effectiveness, timeliness of client service, and regulatory compliance.
- Responsible for change management requests and following work through CAB process.
- Co-ordinated and monitored installation and testing bridges for new technology.
- Asset and EOL Management performed physical inventory of Data Centers and delivered hardware report.
- Reviewed report and agreed on items for reconciliation during transition of technology providers.
- Decommissioned nonessential assets without incident to business.
- Key projects and initiatives completed in this role include the Lync A/V Upgrade, Archibus ProcessFlow, Digital Messaging/Media Server, Communications migration to cloud platform, Virtual Classroom and Desktop Solution Architect.
Education
Tax Preparer Certification -
Wake Technical Community College
Raleigh, NC12-2025
Bachelor of Arts - Business Leadership
North Carolina State University
Raleigh, NC05.2017
Skills
- Personal tax preparation services
- Local, state, and federal tax returns
- Client interviews / Data collection
- Data analysis
- Software proficiency
- Client relationship management
- Strong organizational abilities
Certification
- PMP, #1461253, 10/01/11, 10/31/26
- LEED AP, US Green Building Council, 11/01/08, Present
Awards
- Magna Cum Laude, 05/01/17, Graduation with honors top 15% of senior class
- Golden Key International Honour Society Member, 09/01/16
Timeline
VITA Program Tax Preparer
IRS / Wake Technical College
01.2025 - 04.2025
Technical Program Manager – Cybersecurity
Shipt / Pyramid Consulting Inc
08.2024 - 11.2024
Project Coordinator – Enterprise Data & Wealth Technology
The Select Group
03.2024 - 06.2024
Project Coordinator - US P&BB PMO
Bank of Montreal / The Select Group
06.2022 - 10.2023
Infrastructure Project Manager- IT Corporate PMO
First Citizens Bank / DISYS
04.2021 - 06.2022
EIAM Project Analyst- Corporate Information Security
Truist Financial Corporation / The Select Group
09.2019 - 02.2021
Infrastructure Project Lead
HCL TECHNOLOGIES
04.2018 - 07.2019
Infrastructure Project Manager
Fujitsu North America
08.2013 - 04.2018
Tax Preparer Certification -
Wake Technical Community College
Bachelor of Arts - Business Leadership
North Carolina State University
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