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Project Manager Financial Services in Boston MA Resume David Welch

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Project Manager Financial Services in Boston MA Resume David Welch Powered By Docstoc
					DAVID J. WELCH                                                                                                  (508) 633-1069
Tewksbury, MA 01876                                                                                    djwelch.bwd@gmail.com


SUMMARY: Quality Assurance Manager and Certified Project Management Professional (PMP) with a proven track record of
delivering complex financial applications on-time, on-budget, and with the highest quality. Problem solver with strong analytical
and project management skills. Proven ability to manage and develop teams of full-time, seasonal, on-site, and remote
associates. Adapt to changing organizational and product environments while maintaining and exceeding quality expectations.

Key competencies include:

   Project Management                         Issue Resolution                            Test Process Development
   Risk Analysis                              Leadership / Team Development               Test Metrics Analysis


                                               PROFESSIONAL EXPERIENCE
  H&R BLOCK, Billerica, MA                                                                                    1998 - 2010
 IT Manager, Federal and State Software Tax QA (2009 – 2010)
 Managed testing of Federal application for H&R Block at Home software. Directed team of 6 – 14 remote and onsite, full time
 and seasonal professionals. Managed testing and coordinated release of 44 state H&R Block at Home applications. Directed
 team of 5 – 15 remote and onsite, full time and seasonal professionals.
         Acted as project manager on the release of state tax applications. Improved release to market by 2 – 3 weeks on 44
          state applications. Worked with Tax QA, E-file QA, development, forms, and release engineering to drive schedule.
         Ensured software was reliable, stable, and met or exceeded customer expectations. Analyzed tax law changes to
          determine impact on application. No Severity 1 defects reported in production.
         Updated QA testing processes for Tax QA group including documenting tax law changes, release testing processes,
          and release sign-off.
         Introduced automation to federal testing process. Required all full time associates be trained in running the
          automation scripts.
         Empowered team members to develop talent and skills by increasing their span of control and including them in
          the decision making process.
 IT Manager, Digital Tax QA (2008 – 2009)
 During transitional reorganization owned management of tax testing for all H&R Block Digital applications. Directed team of 6
 – 18 tax professionals. Managed testing of TaxCut Federal application and managed and coordinated release of 44 State
 applications. Managed 2 QA Lead Analysts, working remotely, directing testing of TaxCut On-line and Tango applications.
      Acted as project manager on the release of the state tax applications. Shipped all products on schedule, on budget,
           and with a high degree of quality.
         Coordinated tax testing of federal and state applications built on new NextGen platform which was to allow for the
          deployment of software and on-line applications from single code base.
 IT Manager, State Software Tax QA, QA Support TaxCut On-line, Tango On-line (2007 – 2008)
 Managed testing and coordinated release of 45 State TaxCut applications. Directed team of 7 – 20 tax professionals.
 Selected and trained a team of 12 associates located in North Dakota office to test application’s conversion to new proprietary
 development tools. Coordinated tax testing of several Tango On-line state applications for their initial release to market.
         Increased efficiency in posting releases and updates in future years by introducing automation to core tax return set.
         Acted as project manager on the release of the state tax applications including 10 additional part-year/nonresident
          states. Shipped all products on schedule, on budget, and with a high degree of quality.
David Welch                                                   2                                                 (508) 633-1069

 IT Manager, State Software Tax QA, Federal and State TaxNet On-line Tax QA (2006 – 2007)
 Managed testing and coordinated the release of 45 State TaxCut applications. Directed team of 7 – 20 full time and seasonal
 professionals. Managed a team of 4 contractors to test the initial release to market of the Federal and State TaxNet On-line
 tax application.
       Planned and implemented testing support for 10 additional TaxCut Software states developed in house as part of an
           initiative to increase customer satisfaction by expanding the product line.
       Acted as project manager on the release of the state tax applications including 10 additional states. Shipped all
           products on schedule, on budget, and with a high degree of quality.
 IT Manager, State Software Tax QA (2005 - 2006)
 Managed testing and coordinated the release of 35 State TaxCut applications. Directed team of 5 – 18 tax professionals.
      Planned and implemented testing support for 9 additional states developed in house as part of an initiative to
         increase customer satisfaction by expanding the product line.
      Expanded group to support new product initiatives by hiring and training 2 full time and 4 seasonal tax professionals.
      Acted as project manager on the release of the state tax applications including 9 additional states. Shipped all
         products on schedule, on budget, and with a high degree of quality.
 IT Manager, State Software Tax QA (1998 - 2005)
 Managed the testing of 26 internally developed TaxCut State Software applications. Directed team of 3 – 12 tax professionals.
 Coordinated the acceptance testing and release as TaxCut states, 19 state applications developed by ATX Forms Inc.
 Worked with ATX Forms on design, forms supported, and release schedule.
      Implemented QA testing processes for the Tax QA group including documenting tax law changes, release testing
         processes, and release sign-off.
      Contributed to state program improvements including adding additional forms, re-writing interview sequences and
         updating state common worksheets.
      Acted as project manager on the release of state tax applications. Shipped all products on schedule, on budget, and
         with a high degree of quality.
      Coordinated and signed off on the addition of state interviews to the 19 states provided by ATX Forms Inc.
      Managed the testing of 20 states released in 2004 under the H&R Block Signature brand.

                                     ADDITIONAL PROFESSIONAL EXPERIENCE
 Product Specialist for Pencil Pushers Tax Software, Burlington, MA; researched income tax law changes to determine
 impact on software. Wrote specs for and tested tax law changes and product improvements. Lead Product Specialist on
 release of Federal 1040 product; member of design team that created, tested, and released new Windows based tax software
 Developed training program and instructed Product Specialist team on tax software development in Windows products.
 Tax Specialist for CCH Inc., Torrance, CA; responsible for ensuring state income tax applications were in compliance with
 state laws, release schedules were met, and field issues resolved. Decreased error rate on state applications. Increased
 customer satisfaction through suggested product improvements.

                                  EDUCATION and PROFESSIONAL DEVELOPMENT
BS Business Administration, Boston University, Boston, MA
Graduate credits towards MBA program, University of Massachusetts – Lowell, Lowell, MA
Graduate credits towards MST program; Completed 21 credits in Accounting, Bentley College, Waltham, MA
Tax Seminars – University of Massachusetts Tax School, National Association of Tax Professionals, Boston Tax Institute
Project Management – Project Management Methodology, Customer Focused Project Management - Boston University
Quality Assurance Methodology – American Society for Quality
Enrolled Agent – Enrolled to Practice before IRS
PMP – Certified Project Management Professional
PMI – Member Project Management Institute

				
DOCUMENT INFO
Description: David Welch is a Quality Assurance Manager and Certified Project Management Professional (PMP) with a proven track record of delivering complex financial applications on-time, on-budget, and with the highest quality. He is a problem solver with strong analytical and project management skills. David had proven ability to manage and develop teams of full-time, seasonal, on-site, and remote associates. He adapts to changing organizational and product environments while maintaining and exceeding quality expectations