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Dynamic PMO manager and globally recognised expert in portfolio management, with deep industry knowledge of PMO design, implementation and management and significant experience of successfully managing businesses and IT projects & programmes for the financial, telecoms, media and insurance industries. Savvy ability to analyse complex situations and requirements, recommend, and implement cost-effective solutions and methodologies. Collaborative communicator dedicated to mentoring, supporting, and leading in-house and outsourced/offshore teams to exceed strategic goals.
AREAS OF STRENGTH AND EXPERTISE
PMO Design & Implementation
Portfolio Domain Analysis
Strategic Planning & Analysis
QA Framework & Methodology
Strategic Resource Analysis & Reporting
Governance & Quality Assurance
Staff Development & Training
Old Mutual Wealth 10/2015 to Present
PMO Lead - Head of International Portfolio Management Office
Responsible for running the Portfolio Management Office, with a team of three - also for providing dedicated PMO and technical support for the creation and running of the enhanced 2017 portfolio delivery model.
Built and managed the International Portfolio Management Office, focussing on improved risk management and governance practices.
Acted as the point of contact for internal and external auditors, allowing the portfolio to meet 2016 audit demands
Zurich Insurance 6/2015 to 10/2015
Portfolio Management Consultant
The provision of Portfolio Management consultancy services prior to the 2015/16 restructuring of Zurich Insurance.
Improved portfolio management, agile, and general PMO techniques by implementing new processes and mentoring existing team and stakeholders to improve existing PMO, and aligned working practices with accepted best practice.
HSBC 3/2015 to 5/2015
Programme Management Office Manager
Created and ran the Programme Management Office for the Calypso Programme, prior to the programme’s cancellation in May 2015.
PM Partners Ltd. 2/2012 to 1/2015
Portfolio Manager | Head of Practice
Established an end-to-end portfolio management monitoring process to enhance efficient delivery of internal and external portfolio components. Designed, audited, and updated PMOs for a variety of large, global clients. Mentored and trained staff in new PMO practices and operations. Presented information on portfolio management, PMO design and implementation, and Agile practice implementation at a variety of global conferences and meetings; addressed PMI global Conference as the “Standards Success Story of 2014.”
Managed creation of tailored portfolio, programme, and project management processes as part of a P3O build and service delivery model for AEC.
Collaborated with former Telsis CTO to design, build, test, and debug a comprehensive competence and capability assessment tool implemented by Vodafone.
Directed the creation of Orange Business Services’ Project Management Framework and presented it at the PMI Global Conference as the “Standards Global Success Story of 2014.”
Financial Times 5/2011 to 3/2012
Head of Project Delivery | PMO Manager
Managed entire IT portfolio, directly managing a team of 16 personnel tasked with conducting strategic analysis and reporting on all resource utilisation. Used in-depth knowledge of emerging standards to develop a tailored project management and service delivery framework that facilitated more efficient business process enhancements.
Managed and directed team to deliver FT Advisor (FTA), now one of the company’s most lucrative assets.
Designed, implemented, and managed a next generation PMO facility with enhanced maturity realisation in an agile/waterfall environment.
Boosted delivery and resource utilisation by stabilising the resource management function and enhancing the reporting mechanisms.
Rule Financial 7/2010 to 4/2011
Principal Consultant – Governance & PMO
Advised investment and retail banking sector clients in PMO, delivery, and governance practices. Managed design and implementation of next generation PMO; developed associated commercial proposition. Established governance and service delivery models within strategic components to facilitate more efficient, reliable project delivery.
Collaborated with HSBC to restore a critical £20M market data programme by implementing more efficient processes and a new quality control framework.
Supported and leveraged subject matter expertise (SME) to enable colleague in assisting senior directors at Deutsche Bank with establishing better portfolio management practices.
Maritz Research 12/2009 to 7/2010
Interim Snr Project Manager
Recruited and managed a team of developers and project managers located in the US and UK tasked with developing a $35M programme to design, build, and release applications globally for Renault Nissan.
Provided best practice PMO and portfolio management guidance and introduced quality control practices; successfully delivered the project on time and on budget.
Woodsider International Ltd. 9/2007 to 12/2009
Provided management oversight of business and IT-based PPM consultancy services including strategy consultancy and business services, and technical book/manual publications. Led provision of marketing, accountancy, strategic, and related consultancy services for two business start-ups. Mentored group project managers; recruited and trained two permanent programme managers for Volkswagen and General Motors programmes.
Select Key Projects:
Barclays Wealth: Delivered collaboration applications and associated infrastructure for overall business redesign of new company schedule, successfully guiding projects onto original timelines and delivering within budget. Improved stakeholder, inter-team and intra-team communications and relationships.
Closed longest standing audit point in Barclays group by establishing an outsourced encryption solution on time and aligned with customer specifications. Managed design and delivery of associated applications, including data archiving/review and Blackberry services.
Maritz Research Limited: Provided best practice and strategy recommendations and training for two business-critical programmes, providing software solutions that provided detailed accurate market research data of customer activities to Volkswagen and General Motors, increasing VW revenues by £25.
Credit Suisse 1997 to 2007
Systems Engineer/Project Manager
Leveraged project management, business analysis in Prince2, SDLC, and PMI-based environments to deliver collaboration and desktop compliance solutions globally, including change-to-business practices. Spearheaded group risk identification and management, stakeholder management, and PMO services.
Reduced private and investment banking regulatory exposure and strengthened company lawyers’ positions by collaborating with external vendors and internal legal/compliance teams to tailor and deliver applications compliant with FSA and MiFID requirements.
Conducted full analysis including detailed RFP of Enterprise Collaboration market; presented strategic recommendations to executive management for implementation.
EDUCATION AND TRAINING
Master of Business Administration, Heriot Watt University, Edinburgh, Scotland
Postgraduate Certificate, Finance, Heriot Watt University Edinburgh, Scotland
Postgraduate Certificate, Accounting, Heriot Watt University Edinburgh, Scotland
Chartered IT Professional (CITP)
Project Management Professional Certification
Management of Portfolios Practitioner Certification
Portfolio Management Professional Certification
Prince 2 Practitioner Certification, Anticipated Renewal: April 2017
ITIL Foundation Certificate
PUBLICATIONS & AFFILIATIONS
PMI Portfolio Management Standards 4th Edition, 2017 pub., Core Board Member collaborating on the project
PMI Portfolio Management Standards 3rd Edition, pub. Dec 2012, Core Board Member collaborating on the project
2014 MENA Portfolio Management Symposium in Morocco, Guest speaker, Topic: Portfolio Management
2015 EMEA Congress at the Excel in London, Core Presenter, Topic: The Agile Portfolio
2015 Powertalks Session in London, Guest Speaker, Topic: Closing the Gap Between Strategy and Execution
PMI Portfolio Management Conference in Athens, Keynote Speaker, Topic: Strategy Delivery – The Prerogative of Portfolio Management
PM Advances podcast Part III - The Organization Leans In (
Contracted by Taylor & Francis Group to complete book Portfolio Management in the Agile World by end of 2017
Contracted to write the governance section and agile elements of the Gower Handbook of Portfolio Management by July 2017
SME Reviewer of the Software Extension to the PMBOK Guide and OPM Delivery Framework
British Computer Society (MBCS), Chartered Member
PMI Portfolio Management Forum, Chair 2014 - present
CV, Page Three
CV, Page Twoance and introduced quality control practices; successfully delivered the project on time and on budget.