Experienced with project coordination, resource management, and governance protocols. Utilizes analytical skills and strategic planning to enhance project outcomes. Strong understanding of stakeholder communication and risk management, ensuring efficient and effective project delivery.
Overview
25
25
years of professional experience
Work History
PMO Analyst
Sapiens International Corporation
07.2021 - 05.2024
Collaborated with project management teams to align implementation and post-production projects with organizational goals while adhering to PMO standards
Monitored progress, identified risks, managed team assignments, and ensured compliance with contractual agreements and financial oversight, comparing planned versus actual budgets for projects under $300 million
Oversaw project progress and provided status updates along with financial dashboards to upper management, including content for monthly steering meetings with clients
Monitored project timelines, budget and tracked cost
Proactively identified potential risks, and discussed necessary actions
Managed resources, allocations and tracked actual vs
Planned hours
Developed financial forecasts and analyzed planned versus actual figures, collaborating with the financial team on Project P&L
Created and distributed month-end closure reports, including invoicing
Managed the contract workflow by reviewing and submitting documents through the Contract Lifecycle Management system, following up with project managers on their status (draft, customer review, etc.), and consulting with the legal team on any redline changes
Project Management Specialist
Prudential Financial (Group Insurance)
04.2020 - 04.2020
As the Vendor Liaison and Administrator, spearheaded all system fixes and enhancements, developed requirements, and conducted User Acceptance Testing (UAT) and production testing
Facilitated meetings, escalated system issues, and communicated updates to management
As team lead, I provided technical guidance to a team of 11 enrollment specialists
Reviewed quality scores and production metrics during monthly one-on-one meetings
Promoted from Sr
Enrollment Specialist to Project Management Specialist
Served as project lead for implementation of phase 1 of new enrollment system, which included benefit plan highlights and rate sheets
Project duration = 18 months
Reviewed and responded to state regulatory alerts via the Archer system
An average of 100 alerts was reviewed annually
Created and updated SOPs and job aids for enrollment activities and collaborated with the team for feedback and suggestions
Identified process gaps and made recommendations for improvement
Gaps were identified within case assignments and quality review processes
Changes were communicated to the team via email and during technical sessions
Sr. Enrollment Specialist
Prudential Financial (Group Insurance)
05.2011 - 11.2014
Developed enrollment materials to assist companies during their benefit election periods, aimed at increasing participation in employee-paid products and promoting premium growth
Designed enrollment websites for new hires and annual enrollment for companies with 1,000 or more employees
Provided support in training new employees on best practices
Partnered closely with Account Managers and Underwriters to ensure the creation of accurate and timely enrollment materials to meet stringent deadlines
Researched and resolved various levels of complex enrollment requests and provided support to other team members, as needed
Completed Web and IVR enrollment case set-up utilizing system to feed to the enrollment portal as needed
Supported RFP/RFI reviews and responses, ensuring all questionnaires were accurate and up-to-date
Sr. Business Analysis Associate (Retirement Services)
Prudential Financial
10.1999 - 05.2011
Project coordination of investment marketing materials, ensured the quality and compliancy of the data
Leveraged infrastructure capabilities and identified opportunities
Project lead for automation of fund fact sheets for variable annuities and retail money market funds
Liaison for internal and external vendors in resolution of system issues, responded to RFP/RFI, enhancements, creating template style, analyzing, and gathering data elements