cfalker

BUSINESS PROCESS PROFESSIONAL Over fifteen years of software development and process improvement experience with the ability to bridge the gap between business and technology. PMP and ITIL certified, Lean Six Sigma trained, and versed in several other process improvement methodologies. • Managed buy-side connectivity initiative to over three hundred institutional investors; reduced turnaround time from three months to six weeks • Managed and implemented global multi-phased rollout of workflow automation project to over 160 users using Serena TeamTrack; reduced invoicing lag from six months to one month • Delivered business intelligence intranet product eight weeks ahead of schedule PROFESSIONAL EXPERIENCE LRSOFT, LLC 2007 to Present Business process management consultancy Principal Consultant Business process management; process improvement; best practices; workflow automation; systems thinking; project management • Implemented an ITIL based incident tracking system using TeamTrack for major insurance company • Program Manager for NYC Chapter of PMI Mentoring Program • Managed SAS 70 Audit Readiness Assessment and SEC Inspection for major financial services firm FIDESSA CORPORATION 2001 to 2007 Leading equity trading systems vendor Vice President, Business Process Director, 2004 to 2007 Strategic planning; process improvement initiatives; procurement; and vendor relations • Managed and implemented global multi-phased rollout of workflow automation project to over 160 users using Serena TeamTrack; reduced invoicing lag from six months to one month • Managed and implemented global rollout of CRM package using [login to view URL] • Supported rollout of SAP in US to automate invoicing function • Documented business processes for SAS 70 audits including: software development, QA, support, and service delivery Vice President, U.S. Product Center, 2001 to 2004 Strategic planning; procurement; vendor relations; and managed full software development lifecycle • Managed buy-side connectivity initiative to over three hundred institutional investors; reduced turnaround time from three months to six weeks • Managed two teams of ten people; supervised third team of five people • Developed major new version of U.S. trading platform with over 350 enhancements • Managed implementation of new service bureau division servicing eighteen broker/dealers [login to view URL] 2000 to 2001 Online print procurement portal Director of Technology Budgeting and planning; vendor relations; evaluated and selected hardware and software packages; made presentations to VCs; managed all aspects of software development • Built e-procurement portal for printing industry in ninety days • Drafted multi-million dollar, multi-year technology plan and budget • Built web based reverse auction system for premier insurance company • Built internal bidding and production management system for production department • Engaged and managed IBM Global Net Generation / Global Services for requirements and development INFORMATION BUILDERS, INC. 1999 to 2000 Leading business intelligence software vendor Product Manager Coordinated activities of development, QA, documentation, production, and marketing; release management; requirements analysis; drafted ISO 9000 functional specifications; made presentations to customers; created and ran training programs; provided sales support; and handled customer support issues • Delivered business intelligence intranet product eight weeks ahead of schedule • Designed major new rapid web application development feature in product line ZEDAK CORPORATION 1995 to 1999 Financial services technology consultants Project Manager and Software Engineer Wrote project plans which included scheduling and resource usage; promoted and implemented quality assurance activities including software configuration management, defect tracking, testing and code inspections; provided technical support; and participated in recruiting • Managed and developed port of project to 32-bit Windows platform; increased application efficiency more than fourfold • Designed and developed Intranet time sheet; simplified billing to clients • Hands-on project manager of seven person consulting team which developed a proprietary search engine for a major New York City financial institution • Managed transition of project to client’s in-house IT group ASTROGAMMA, INC. 1992 to 1995 Leading foreign exchange options pricing and portfolio software vendor Technical Lead and Software Engineer Designed, developed, and maintained market leading foreign exchange derivatives software product • Ported the principal application to 32-bit protected mode; increased application efficiency more than twofold • Led first team-based project; designed and implemented the development environment • Researched and recommended quality control and testing best practices for the development department; drafted testing manual STATE OF NEW YORK MORTGAGE AGENCY 1990 to 1992 Provider of low interest rate loans to first-time homebuyers Research Analyst Researched and analyzed demographics and housing markets in New York State; and prepared management reports on agency activity for senior staff, board of directors, and the Governor of the State of New York • Co-authored guide for first-time home buyers • Automated Research Department; reduced re-keying of data and user error • Designed multiple spreadsheets to model income and purchase price limits for mortgage finance programs • Developed formula to calculate purchase price limits for mortgage finance programs • Created automated sick-time tracker for Personnel Department; provided tool to manage employee benefits NEWMARK REAL ESTATE SERVICES 1989 to 1990 Commercial real estate brokerage firm Real Estate Sales Associate Initiated and developed relationships with large corporations and law firms in New York City; negotiated office leases with building owners and their representatives; analyzed lease obligations; and researched available office space and market conditions in New York City. • Licensed Real Estate Salesperson in New York and Vermont • Closed first deal of hiring class EDUCATION AND CERTIFICATIONS MIDDLEBURY COLLEGE Bachelor of Arts EXAMINATION INSTITUTE FOR INFORMATION SCIENCE ITIL V3 Foundation Certification PROJECT MANAGEMENT INSTITUTE PMP Certification KNOWLEDGE MOVERS PMP Certification Prep Course [login to view URL] Lean Six Sigma Black Belt Course NEW SCHOOL FOR SOCIAL RESEARCH Graduate course in Housing and Urban Development N Y U SCHOOL OF CONTINUING EDUCATION Courses in C/C++ Programming and Accounting SERENA TeamTrack Administration Workshop [login to view URL] Administration Workshop AFFILIATIONS THE PROJECT MANAGEMENT INSTITUTE (PMI) THE AMERICAN SOCIETY FOR QUALITY (ASQ) THE ASSOCIATION OF BUSINESS PROCESS MANAGEMENT PROFESSIONALS (ABPMP) THE NEW YORK CITY SOFTWARE PROCESS IMPROVEMENT NETWORK (NYC SPIN) THE SOCIETY FOR ORGANIZATIONAL LEARNING (SOL) THE NEW YORK SOFTWARE INDUSTRY ASSOCIATION (NYSIA) THE AGILE ALLIANCE THE LEAN ENTERPRISE INSTITUTE