Summary
Overview
Work History
Skills
Knowledgeapplicationsexpertiseabilities
Languages
Timeline
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Sandra Ruiz

Miami Springs,Fl.

Summary

Dynamic and highly motivated Sr. Project Manager with nearly 10 years of experience in mergers & acquisitions and IT projects, complemented by 25 years in accounting and tax. Proven track record of successfully managing over 50 M&A projects across diverse sectors including audit & tax, advisory, technology, healthcare, wealth management, and public sector.

Possessing superior interpersonal skills and a deep understanding of operational and technical systems, offering a unique combination of expertise.

Detail-oriented team player with strong organizational skills and in-depth operational and technical systems understanding. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

22
22
years of professional experience

Work History

SR. PROJECT MANAGER, IT and M&A PROGRAM

MARCUM, LLP
02.2022 - Current
  • Oversee all M&A Executive core team responsibilities including due diligence management, managing all C suite team meetings, planning, scoping, integration strategies, closing and post close integration management
  • Maintain the monthly M&A pipeline and reporting to executive stakeholders
  • Manage IT projects such as onboarding a new offshore company and operations in China, led several high profile and confidential projects for the executive team and led several acquisition IT integrations for the tech company.

IT PROJECT MANAGER, M&A EXPANSION PROGRAM

BDO USA, LLP
03.2015 - Current
  • Responsible for all IT activities from IT Due Diligence to post close support
  • IT Diligence support for all Transaction Closing activities for successful agreement signings including contract assignments to coordinating IT discovery, visits, internal and external project meetings
  • Manage the strategic planning, execution, separation, integration and organizational restructuring activities related to IT Operations including: Applications/Systems, Email and domains, document management & Data compliance, SEC regulations, infrastructure, telephony, Security and IT processes and policies
  • Provide updates to sponsors and firm leadership for risk management, integration planning, operations, program development and all IT integration activities
  • Work with incoming firm stakeholders, sponsors and other members of acquisition targets or 3rd party IT outsource companies to manage review of confidential diligence information, arranging, scheduling and attending meetings, data room management, project and Welcome Sites and content
  • Prepare and deliver project transition activities including risk analysis, lessons learned, next phase considerations and solution design presentation
  • Work collaboratively with the PMO to ensure standard toolkits and methodologies are being adopted; proactively recommend changes and improvements to existing processes
  • Create and develop consolidated program milestones, interdependencies and communication plans to monitor integration status (pre and post integrations.) Facilitate due diligence site visits focused on identifying operational and technology strategy, organizational structures, and current state business processes and supporting technology.

SR. IT QA SYSTEMS ANALYST

BDO USA, LLP
07.2002 - 06.2015
  • Develop, publish, and implemented test plans and test cases to ensure automated software and systems are working appropriately and according to design specifications
  • Execute functional and performance tests according to test plans and scripts; document results, evaluating any issues for further troubleshooting
  • Analyze test results (performance/load/stress and functional) in order to forecast applications risk assessments and limitations
  • Ensure the maintenance of equipment and configuration in the QA lab to ensure that environments are available and properly configured to meet project needs
  • Identify shortcomings in QA processes and provides solutions in developing, implementing and improving the QA processes
  • Validate new hardware products in accordance with stated department processes
  • Work closely with business line leadership and project teams to ensure smooth transition and awareness of releases prior to deployments.

Skills

  • Project Planning
  • Scope Management
  • Client Relationship Management
  • Project plan development
  • Project Scheduling
  • Cross-Functional Communication
  • Documentation Management
  • Teamwork and Collaboration
  • Excellent Communication
  • Multitasking Abilities

Knowledgeapplicationsexpertiseabilities

Proficient with Microsoft Office Suite, Smart Sheet, SPO, Wrike., Ability to independently work with executive leadership and technical professionals., Adaptable and manage competing responsibilities and deadlines in a timely and efficient manner., Proven ability to maintain integrity in a fast paced and challenging environment., Excellent analytical, evaluation, interpersonal, organizational, verbal and written communication skills., Ability to concurrently handle a variety of projects while coordinating and supporting the efforts of cross-functional team members, Proactively communicates risks, deviations, challenges, and other high-interest items to appropriate stakeholders, Extremely high level of attention to detail., Proven leadership and ability to foster and inspire collaboration and cooperation across departments for the sake of achieving project goals and objectives., Demonstrates firm core values, exuding behavior that is aligned with corporate culture.

Languages

English
Full Professional
Spanish
Full Professional

Timeline

SR. PROJECT MANAGER, IT and M&A PROGRAM

MARCUM, LLP
02.2022 - Current

IT PROJECT MANAGER, M&A EXPANSION PROGRAM

BDO USA, LLP
03.2015 - Current

SR. IT QA SYSTEMS ANALYST

BDO USA, LLP
07.2002 - 06.2015

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Sandra Ruiz