Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sandra Ortiz

Blanco,USA

Summary

Project manager with extensive experience in Agile and Waterfall methodologies, successfully overseeing diverse projects. Expertise in delivering digital solutions within budget while promoting innovation. Strong strategic planning, team leadership, and risk management skills, supported by effective communication and documentation. Proven track record of managing projects from inception to completion, driving organizational growth through effective execution.

Overview

24
24
years of professional experience

Work History

Senior Digital Project Manager

Matlen Silver
07.2024 - 12.2024
  • Company Overview: Client – NRG Energy
  • Project management of large program initiatives as well as multiple smaller scaled projects.
  • Utilization of Microsoft suite of tools to manage projects from start to finish to include schedules, budgets and C suite communication.
  • Conducted weekly status meetings, monthly steering committee meetings, and regularly scheduled stakeholder discussions.
  • Independently managing projects from start to finish while working with dedicated resources for development.
  • Utilized tools like Prism and PowerSAM for financial tracking to budget.
  • Conducted monthly steering committee reporting meetings.
  • Digital transformational projects that are part of a larger program initiative.
  • Managed cross functional teams to bring a cohesive approach to all brands of NRG Energy.
  • Provided detailed status reports on a weekly basis.
  • Managed multiple projects supporting overall customer engagement across all brands.
  • Client – NRG Energy

Lead Digital Project Manager

Wells Fargo
04.2019 - 04.2024
  • Engagement in a fulltime role as part of Digital Banking with Wells Fargo.
  • Project manage digital projects around all mobile Risk/Fraud as well as translation efforts underway.
  • Utilization of EPMT to manage releases via packages to ensure proper documentation are approved and associated to all releases.
  • Communicating and reporting of statuses on a weekly basis as well as reporting on the project budget.
  • Independently managing projects from start to finish while working with a scrum team in a Wells Fargo agile environment to iterate through the integration of the solution.
  • Ensure integrity and delivery of projects with respect to time, budget, scope, change, risk and resources.
  • Assess project issues and risks and communicate with product owner and sponsor.
  • Facilitation of vendor engagement for ensuring integration continues to align with the overall goals of the project.
  • Managed Malware vendors to mitigate fraud risks.
  • Managed cross functional teams.

Project Manager

Wellmed
08.2018 - 04.2019
  • Engagement in standardizing processes specific to a project life cycle while helping drive documentation, improvement and processes.
  • Project manage the onboarding of Care Delivery Organizations in exchanging of data and producing proprietary systematic outcomes to enhance patient care.
  • Communicating and reporting of statuses to the executive team at the PMO level on a weekly, bi-weekly, or monthly basis.
  • Independently managing projects from start to finish for all onboarding of Care Delivery Organizations onto a proprietary system.
  • Ensure integrity and delivery of projects with respect to time, budget, scope, change, risk and resources.
  • Assess project issues and risks and communicate with executive sponsors and stakeholders.
  • Facilitation of gathering initial Business Requirements Documents for submission to the Executive Review Board.

Project Manager

United Allergy Services
02.2017 - 07.2018
  • Implementation of a PMO as well as standardizing processes encompassing a project life cycle.
  • Championing a steering committee to drive and approve projects that align with the organization’s yearly goals.
  • Project managed complex enterprise software implementations and strategic projects as well as coordinating, communicating, and monitoring projects from initiation through delivery using a combination of agile and waterfall method.
  • Creation of metrics to measure the success of a project from a cost perspective.
  • Coordinating between non-technical and technical departments to ensure that all requirements are met either in an iterative fashion or longevity approach.
  • Conduct Kickoff meetings, discovery sessions, and project status updates with product owners and executive sponsors during all phases of projects.
  • Ensure integrity and delivery of multiple projects with respect to time, budget, scope, change, risk and resources.
  • Assess project issues and risks while identifying a solution to meet goals and expectations.
  • Salesforce Environment. Agile approach to the modifications and maintenance of the environment.
  • Manage resource allocation across multiple projects including tracking resource bandwidth and forecasting future availability for scheduling new projects at the portfolio level.
  • Implementation of Workday for Human Capital, Payroll, and Finance systems.
  • Rebuild of UAS mobile application.

Senior Project Manager

Rush Enterprises
09.2012 - 09.2016
  • Analyze and project manage complex enterprise software implementations and strategic projects as part of the Application Development department for the overall goals of the organization.
  • Excel in liaising between business and technical area to achieve on-time, on-budget and in-scope project completion.
  • Marketing, Accounting, and Human Resources business unit expertise.
  • Agile methodology utilized for all the development work occurring within the project.
  • Conduct requirement interviews, Kickoff meetings, discovery sessions, and project status updates with business customers during all phases of projects.
  • Ensure integrity and delivery of multiple projects with respect to time, budget, scope, change, risk and resources.
  • Assess project issues and identify solutions to meet productivity, quality and customer goals.
  • Performed and facilitated daily standups, t-shirt sizing, and demonstration sessions.
  • Manage resource allocation across multiple projects including tracking resource bandwidth and forecasting future availability for scheduling new projects.
  • Negotiate successfully with outside vendors.
  • Build and nurture relationships with project stakeholders, vendors, as well as business and IT executives.

Implementation Manager

BSG Clearing Solutions
11.2008 - 06.2010
  • Introduced a project management process utilizing industry standards for new client implementations of all organizational products.
  • Documented and created project plans as well as established formal communication processes within the organization as well as all levels of management.
  • Introduce and initiate a Project Management Methodology for the onboarding process of new clients.
  • Create template project plans to set the foundation of implementation of a client.
  • Ensure delivery of numerous projects with respect to time, budget, scope, change, and risk.
  • Build excellent working relationships with new clients.

Resource Manager

Commercial Metals Company
08.2008 - 11.2008
  • Contributed to the establishment and development of the Project and Portfolio Management Office.
  • Established training materials utilized by department managers introducing the PPMO department’s goals and accomplishments to the organization and at all levels of management.
  • The initiative of learning SharePoint and leading the upkeep and introduction to the PPMO Department’s SharePoint Site and Project Server site.
  • Assisted in administering/managing the department’s SharePoint Site 2007 and Project Server 2007.
  • Assisted in managing IT Capacity for entire Project Portfolio resulting in an overall cost to the organization.
  • Worked with Functional and Project Managers to identify scheduling conflicts and coordination of IT resources for all Infrastructure projects.
  • Creation and implementation of documentation regarding Project Charter.

Director of Client Services

Payment Data Systems, Inc.
01.2005 - 08.2008
  • Successfully attributed to maintaining and renewal of client contracts directly resulting in revenue.
  • Facilitated system upgrades by applying a procurement process in identifying business requirement and utilizing overseas resources/vendors without issues of time difference.
  • Managed entire client base from a project management and account management perspective as internal resources were extremely limited.
  • Established and identified business requirements for system upgrades and participated in outsources Vendor selection.
  • Managed all projects on system migrations and new client implementations.
  • Successfully managed a large system migration with our Vendor Checkfree Corporation for over 300 clients while maintaining Service Level Agreements.
  • Management of day to day issues regarding our clients both on a technical and managerial level.
  • Communication within the organization on client retention/satisfaction along with daily/weekly/monthly communication with our clients.
  • Management of relationships with credit card and ach processors.

Manager of Client Development

Billserv, Inc.
09.2000 - 01.2005
  • Excelled in wearing many different hats throughout my employment with this organization.
  • My strength in versatility and capabilities to learn something new surpassed the organization’s expectations.
  • Managed all system migration projects specific to our partners.
  • Responsible for the creation and upkeep of all forms utilized throughout the project.
  • Presented newly contracted customers via onsite meetings with project plan, expectations, roles and responsibilities for deploying product.

Education

Bachelor of Arts - Psychology of Organizations and Development, Business Management

university of the incarnate word
05.1999

Skills

  • Project management and coordination
  • Digital transformation
  • Agile methodology
  • Budget management
  • Risk assessment
  • Stakeholder communication
  • Cross-functional collaboration
  • Vendor system migrations
  • E-commerce integrations
  • Organizational planning
  • Negotiation and relationship development
  • Business requirements analysis
  • Focus and follow-up
  • Leadership and motivation
  • Creative problem-solving
  • Multi-tasking abilities
  • SharePoint and Microsoft Project
  • TFS and Jira expertise
  • ServiceNow and Leankor proficiency
  • Enterprise content management
  • SAP knowledge
  • Website development experience
  • Status reporting
  • [Software] expertise
  • Client engagement
  • Resource allocation
  • Process improvement methodologies
  • Waterfall and Agile methodologies

Timeline

Senior Digital Project Manager

Matlen Silver
07.2024 - 12.2024

Lead Digital Project Manager

Wells Fargo
04.2019 - 04.2024

Project Manager

Wellmed
08.2018 - 04.2019

Project Manager

United Allergy Services
02.2017 - 07.2018

Senior Project Manager

Rush Enterprises
09.2012 - 09.2016

Implementation Manager

BSG Clearing Solutions
11.2008 - 06.2010

Resource Manager

Commercial Metals Company
08.2008 - 11.2008

Director of Client Services

Payment Data Systems, Inc.
01.2005 - 08.2008

Manager of Client Development

Billserv, Inc.
09.2000 - 01.2005

Bachelor of Arts - Psychology of Organizations and Development, Business Management

university of the incarnate word

Similar Profiles

CREATE PROFILE
Sandra Ortiz