Chase Home Finance Columbus Ohio - DOC by gbx13613


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									                                       MICHAEL ANTHONY GIACALONE

19804 Wellington Manor Blvd.                                                 E-mail:
Lutz, Florida 33549                                                      Home: (813) 909-8825 Cell: (813) 784-8110

A management and services professional with more than 25 years of diverse financial, operations, services
management, system implementation and testing experience. Diverse array of management and implementation
expertise in industries including transportation, utilities, financial services, and small-to-large software and service
providers. An MBA and PMP with particular experience in:
  Management, recruiting, staff development, of highly effective work teams
  Successfully lead Organizational Readiness and User Acceptance Test (UAT) teams through:
     ► Large-scale utility billing system upgrade (SPL – CorDaptix v1.3x & PeopleSoft CIS v8.42)
     ► Servicing system upgrade (MortgageServ 5.01 Release)
  Executive-level client relationship management, creating high levels of client satisfaction and contract
  Financial and capacity planning, operating and capital budgeting
  Implementation project management using Microsoft Project Server 2003 and Planview

Solution Dynamics, LLC – Principal Owner
Project Role - Business Test Lead at Las Vegas Valley Water District – Las Vegas, Nevada 1/2006 to 7/2006
Provided hands-on leadership for LLVWD CIS Project test team charged with post-implementation production
support (SPL/PeopleSoft v8.42) relative to defects, enhancements and customizations inclusive of designing and
execution of tests (system and end-to-end cases, data prep (SQL), and expected results). Provided metrics and
managing migration of code and configuration objects across multiple test environments to Production. Drove the
implementation of Mercury LoadRunner and QuickTest Profession to automate stress and regression testing.

HSBC Mortgage Services – Tampa, Florida                                                         5/2005 to 1/2006
Business User Acceptance Test Manager
Drove the business toward complete and thorough testing of core system upgrades and base code releases
through test strategy, plan, and case development. Coordinated business subject-matter experts and testers
throughout the UAT process and ensures completeness of testing to functionality through functional and regression
testing. Project Manager/Six Sigma Lead for Sarbanes-Oxley compliance/remediation effort. Developed
procedures and business unit to manage business information security.
 Successfully implemented test plan toward MortgageServ 5.01 Release with minimal incidents identified

Solution Dynamics, LLC – Principal/Owner
Project Role – Project Manager – First American Default Technologies – Orlando, FL             4/2004 to 5/2005
Provide project management methodology for all phases of implementation of FADT’s Case Management System
(VendorScapeCMS). Successful implementation at CitiMortgage, Inc. in St. Louis, Missouri in December 2004.
Successful implementation at Chase Home Finance in Columbus, Ohio March 2005.

Project Role – Implementation Manager - Fiserv Lending Solutions – Lake Mary, FL               4/2003 to 7/2003
Developed staff of seven, inclusive of implementation coordinators, project managers, and document and technical
support analysts. Delivered daily management of staff in delivering easyLENDER Loan Origination Implementation
Services contract offerings. Defined, documented and administered services and procedures that provided high
quality and timely implementations. Created and documented implementation processes (process flow via Visio)
and methodologies, along with transitions between Sales, Professional Services, and Support.

Project Role - Business Test Lead - Texas Utilities (TXUE) - Dallas, Texas                          2/2002 to 11/2002
Provided hands-on leadership toward TXUE business test team (subject-matter experts and testing experts)
charged      with     the    testing    of    enhancements,       major       upgrades,     and   customizations    of
TXUE’s customer information system (SPL’s CorDaptix v1.3x) inclusive of designing tests (end-to-end cases, data
prep, and expected results - black box/functional testing), execution, measuring results, and managing all aspects
of the technical environments in which testing occurred. Documented, tracked, and reported issues and bugs
(incidents) via Rational ClearQuest; communicated User Acceptance test status to stakeholders, development
team, and other business leads.
 Translated functional specifications and business processes into detailed test plans for cases, scheduling,
     tracking/resolution, and reporting. Mapped process flows in Visio. Successfully led UAT Test team to develop
     detailed and robust test cases that resulted in clear-cut pass or fail test scenarios.
 Created artifacts and built testing standards/processes needed to successfully manage Organizational
     Readiness and User Acceptance Test execution. Participated in the development of CorDaptix functional
     catalog used to ensure complete traceability of test cases to the application features and functionality.
Michael A. Giacalone                                                                                Page 2
 Ensured the accuracy of financial calculations, algorithms, bill presentment along with correct application
   presentation, system report results, and electronic data interchanges.

KRONOS INC. - Labor Analytics Division – Tampa, FL                                                12/2000 to 11/2001
Director of Installation and Customer Support
Charged with strategic management and delivery of division services to healthcare clients. Transformed this
division's Support Services unit (25 account managers) - required to deliver implementation, support, and training
services for Labor Analytics' product (Vision) with an Oracle 8i database - into an effective matrix services delivery
model. Ensured the profitability of the department by providing input into the business plan, preparing departmental
plan, budget, and control.
 Drove business unit revenue attainment for FY 2001. Developed an engagement framework that significantly
     contributed to Installation Services recognition of $1.8 million in FY2001-an increase of 50%.

BEST SOFTWARE – St. Petersburg, FL                                                              4/1998 to 11/2000
Director, Professional Services
Directed all activities of implementation services including financial performance, recruiting, engagement
management, and client relations. Tripled the business unit size to 37 professionals that successfully delivered
more than 100 client engagements who purchased web-native and client/server software; human resource, payroll
(Abra Suite & Abra Enterprise HRMS), asset management and budget/planning analytics using MS Back Office n-
tiered distributed architecture. Developed test cases and executed system tests of Abra Enterprise.
  Structured service proposals and delivered executive-level client and prospect presentations. Drove
     professional services revenue targets by creating innovative implementation processes and methodologies,
     service offerings, and transitions between Sales, Professional Services, and Support. Expanded the scope of
     professional services that established market presence and increased billable services from $1.8 million in
     1998 to $5.6 million in 2000.
  Developed and deployed profitable service offerings with well-defined statements of work and an engagement
     framework to new and existing clients geared toward market needs and company strategic business goals.
     Team utilization rates increased from 50% in 1999 to 77% in 2000. Worked with Development, Product
     Management, Sales, and with prospects regarding new product requirements, provided direction regarding
     Best’s value proposition and to ensure that all requirements were met.

MORTGAGE DYNAMICS, INC. - McLean, VA                                                            3/1997 to 3/1998
Manager of Software User Services
Directed the implementation and project management of proprietary secondary marketing software products
(SMarT & DocSMarT). Managed the customer installation and support unit consisting of 5 professionals. Built
formal process documentation, customized for each client, using data flow process maps (Visio).

CERIDIAN EMPLOYER SERVICES - Columbia, MD                                                     7/1995 to 2/1997
District Implementation Manager - Columbia District
Managed a team of 10 implementation managers responsible for the determination of business requirements and the
subsequent conversion to the Ceridian's Human Resource Management (HR and Payroll) systems.

FANNIE MAE - Washington, DC                                                                             6/1988 to 5/1995
Manager, Mortgage Operations
Managed 20 business analysts responsible for 500 portfolios that included 1.5 million loans with an aggregate
principal balance of $1 trillion serviced by lenders located within the Western region of the United States.
  Drove the congressional-mandated housing goal compliance effort that resulted in improving the firm's
     compliance rate from 38% to 94% in 12 months. Wrote white paper, developed process flows and methodology.
     Trained team of 5 analysts. Wrote business requirements and functional specs for compliance/validation system
     and received the company "Chairman's Award in 1994.
  Designed and delivered internal and external investor reporting seminars and customized training regarding
     remitting, reporting, reconciliation and amortization. Result: the Western region reduced shortage/surplus
     remittances and unreported loans by 50% over a 3-year period.
  Successfully completed the conversion of 2,000 lender portfolios (3 million loans from Fannie Mae's Midwest,
     Southwest and Western regions) to an investor reporting system (LASER) in 1989 by deploying 52 accounting
     technicians and 8 supervisors toward this effort.

MBA, Adelphi University, Banking and Finance - 1985
BS, University of Tampa, Accounting and Business Management - 1977
Graduate of the School of Mortgage Banking, Mortgage Bankers Association of America – 1990
Project Management Institute certified Project Management Professional – 2004

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