Executive Overview
At Raymond James, I supported enterprise modernization initiatives spanning financial systems transformation, cybersecurity modernization, operational resiliency, governance reporting, PMO automation, and large-scale technology execution oversight across multiple business and infrastructure domains.
My responsibilities evolved across multiple engagements from implementation leadership into senior project and operational coordination roles supporting enterprise delivery teams, cybersecurity modernization initiatives, resiliency programs, operational governance efforts, and transformation initiatives involving both legacy and strategic platforms.
A recurring focus throughout these engagements was improving operational visibility, reporting consistency, execution governance, cross-functional coordination, and delivery transparency within highly regulated financial services environments.
PeopleSoft Project Costing Implementation Lead
PeopleSoft Project Costing Implementation
Led implementation activities supporting the Raymond James PeopleSoft Project Costing platform modernization initiative. The engagement included coordination across Accounting, Finance, Technology, operational stakeholders, and consulting resources to support project costing governance, reporting alignment, operational transition activities, and implementation execution.
The implementation included support for highly complex operational areas, including the Raymond James Tax Credit Funds organization, which required extensive validation, reconciliation, and conversion analysis activities associated with large-scale financial data migration and subledger transformation efforts.
Key Focus Areas
- PeopleSoft Project Costing
- Financial Systems Modernization
- Data Validation & Reconciliation
- Governance Reporting
- Cross-Functional Coordination
- Implementation Execution
Tax Credit Funds Validation Platform
Designed and developed a parallel validation and reconciliation platform supporting the Raymond James Tax Credit Funds migration initiative. The solution integrated legacy financial structures, PeopleSoft staging data, general ledger information, subledger structures, and conversion mapping logic into a multidimensional reporting and variance analysis framework.
The platform enabled business stakeholders to evaluate conversion accuracy across approximately 150 legal entities while supporting aggressive implementation timelines without increasing operational staffing requirements. By automating reconciliation visibility and variance reporting, the initiative significantly improved operational decision-making, issue identification, conversion sign-off, and migration governance oversight.
Key Focus Areas
- Financial Data Reconciliation
- Automation
- Operational Reporting
- Variance Analysis
- Migration Governance
- Enterprise Data Validation
Senior Project Manager Technology
Application Resiliency Program
Supported enterprise resiliency modernization initiatives focused on improving operational recovery capabilities, application resiliency governance, dependency visibility, and enterprise continuity planning across critical business systems.
Responsibilities included coordination between technology teams, operational stakeholders, governance groups, infrastructure resources, and application owners to support resiliency remediation activities, operational reporting, execution tracking, and enterprise readiness visibility.
Key Focus Areas
- Operational Resiliency
- Governance Coordination
- Enterprise Recovery Planning
- Execution Tracking
- Risk Visibility
- Operational Reporting
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Cybersecurity Modernization
Ping SiteMinder Replacement / Ping Migration
Supported enterprise identity and access modernization efforts associated with the migration from CA SiteMinder to the strategic Ping Identity platform. The initiative involved extensive coordination across application teams, IAM resources, infrastructure stakeholders, and project governance groups to support enterprise migration readiness and operational execution.
The program addressed operational stability, modernization, and security concerns associated with legacy authentication platforms while improving governance alignment and enterprise authentication standardization.
Key Focus Areas
- Identity & Access Management
- Cybersecurity Modernization
- Enterprise Migration Coordination
- Governance Reporting
- Operational Readiness
- Execution Oversight
- Vendor Management
SIAM
Supported modernization initiatives associated with Security Identity & Access Management operational improvements and enterprise governance alignment activities. Responsibilities included coordination across operational teams, technology stakeholders, project leadership, and governance structures supporting enterprise security modernization efforts.
Key Focus Areas
- Security Governance
- IAM Modernization
- Operational Coordination
- Enterprise Execution
- Governance Visibility
- Vendor Management
CSS Transformation Program
Securities Processing Middle Office (SPMO)
Supported enterprise transformation initiatives associated with the CSS modernization and decommissioning effort impacting critical securities processing operations. Responsibilities included operational coordination, governance reporting, deployment readiness management, dependency tracking, stakeholder communication, and enterprise execution oversight across multiple consuming applications and operational workstreams.
The initiative involved modernization of legacy operational workflows, enterprise reporting processes, downstream integrations, and securities processing infrastructure supporting strategic operational transformation objectives.
Key Focus Areas
- Securities Processing Modernization
- Operational Governance
- Deployment Readiness
- Enterprise Coordination
- Reporting Modernization
- Legacy System Transformation
Security Receipt System (SRS)
Supported modernization and remediation activities associated with the Security Receipt System transformation initiative. Responsibilities included operational coordination, project governance support, reporting oversight, remediation tracking, dependency management, and stakeholder alignment activities supporting enterprise modernization objectives.
Key Focus Areas
- Operational Modernization
- Governance Reporting
- Dependency Management
- Enterprise Coordination
- Transformation Execution
PMO Automation Initiatives
In parallel with enterprise delivery responsibilities, I designed and implemented a series of operational automation initiatives focused on improving PMO efficiency, reporting visibility, workflow execution, communication automation, and management reporting consistency.
These initiatives were internally conceived and developed to reduce administrative overhead, improve operational intelligence, and streamline recurring PMO operational processes.
Project Plan Management Automation via Smartsheet API / Excel / Outlook
Designed and developed an automated workflow solution integrating Smartsheet, Excel VBA, Outlook, and API-based processes to automate project plan communication workflows, stakeholder outreach, task accountability tracking, and operational follow-up activities.
Key Focus Areas
- Workflow Automation
- Smartsheet API Integration
- VBA Development
- Operational Coordination
- Communication Automation
Tableau / SNOW / Access / Excel Financial Pivot Reporting Automation
Designed and developed an automated financial reporting framework integrating Tableau exports, ServiceNow portfolio data, Microsoft Access, Excel automation, and multidimensional pivot reporting to improve management visibility across portfolio financials, forecasts, actuals, and operational reporting metrics.
The solution supported reporting visibility across an entire management portfolio while significantly reducing manual reporting effort and improving operational consistency.
Key Focus Areas
- Financial Reporting Automation
- ServiceNow Integration
- Microsoft Access Development
- Excel VBA Automation
- Portfolio Visibility
Intelligent Mass Email Automation via Microsoft Access / Excel / Outlook
Designed and developed a scalable operational communication platform leveraging Microsoft Access, Excel, and Outlook automation to support intelligent mass communication workflows, operational notifications, stakeholder coordination, and enterprise reporting distribution activities.
Key Focus Areas
- Communication Automation
- Workflow Orchestration
- Access Database Development
- Operational Reporting
- Stakeholder Coordination
PMO Operations & Reporting
Smartsheet Dashboard Design & Development
Designed and developed numerous Smartsheet dashboards, reporting structures, governance scorecards, and operational visibility tools supporting both personal initiatives and broader PMO operational reporting requirements.
These solutions improved operational transparency, management visibility, stakeholder communication, execution tracking, and governance reporting consistency across multiple enterprise initiatives.
Key Focus Areas
- Smartsheet Architecture
- Dashboard Design
- Governance Reporting
- Operational Visibility
- Executive Reporting
Burndown Chart Prototype Development for Technology PMO Team
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