1903 Willow Avenue Weehawken, NJ 07086
JanFredericks@aol.com (201) 865-8447 (H) (201) 921-1810 (C)
GENERAL QUALIFICATIONS: An experienced project manager with a background in marketing and
communications, strategic planning, project management, website design, collateral development, event
coordination, and business development. Track record shows decreased error rates and reduction in production
cycle times. Skills include the ability to manage multiple projects efficiently and motivating people as part of a
2008-PRESENT-VARIOUS CONTRACT POSITIONS INCLUDING THE MUNICIPALITY OF WEEHAWKEN, US BUREAU OF
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS – Jersey City, NJ (2003-2006)
Oversaw development and implementation of business plan in support of business valuation/forensic and litigation services
expansion, and delivery of technical content. Developed and implemented qualitative surveys to determine products and
services for specialty areas. Formulated project plans for various initiatives, defined deliverables, developed budgets and
reported to senior management on project status.
Streamlined process for creation and production of technical practice aids, reducing cycle time by 75%.
Developed and executed marketing & communications strategic plan for specialized credentials membership
Responsible for all technical content on membership website- includes review/approval of submissions by
membership, staff and third parties.
Strategized with senior executives/committee chairs to meet organizational goals and objectives through meetings
and events; designed event specifications to meet organizational needs and objectives.
Managed the editorial advisory board – mission: to provide content to the AICPA membership through various
Project Manager – Financial Planning
Formulated and introduced process improvements for Personal Financial Planning, Business Valuation, and Forensic and
Litigation Services. Managed delivery of specialized products, and developed project plan to organize and monitor multi-
disciplinary initiatives. Restructured the committee meeting process.
Planned and implemented “Forensic Roundtable” in coordination with SEC, PCAOB, Department of Justice and
the Big 4 accounting firms, resulting in AICPA review of definition of forensic accounting, and scope of SAS 99
and SOX implications.
Streamlined committee meeting planning process resulting in a time-savings of 22% and achieving an error rate of
Managed the delivery of content to institute members of specialized products. Played a key role in the membership
section website redesign. This included the implementation, testing and evaluation of all content and functionality
(SDLC) pre and post launch of the website.
Responsible for AICPA conference materials: speaker presentations, handouts, collateral materials, awards.
SOLARIS HEALTH SYSTEM – Edison, NJ (2001-2002)
Treasury Operations Manager (Consultant Position)
Held responsibility for managing banking relationships and cash management functions for Solaris Health System, JFK Medical
Center and subsidiaries, including managing refinance process of commercial real estate loans and $114M pension plan.
Evaluated money manager performance and reported findings to executive-level management. Developed procedures and
process workflow for financial operations including cash management, wire transfers, account analysis.
Implemented processes and procedures that reduced annual bank fees by 20%.
CHASE MANHATTAN BANK – New York, NY (1986-1999)
Second Vice President/Credit Risk Project Leader – Chase Manhattan Mortgage
Directed activities of cross-functional project teams in implementation of process improvements in credit risk management and
mortgage operations. Spearheaded credit policy merger project, with responsibility for selection of technology, and coordinating
policy content and deployment of credit guidelines prior to bank merger deadline. Served as member of Mortgage Product
Development Committee, and represented company as speaker at InfoBase - electronic publishing conferences.
Reduced expenses by 25% with the implementation of the credit policy content management project (enterprise wide
system) ahead of deadline. Leadership role in the selection, implementation, evaluation, testing of the software pre and
Managed qualitative survey project, resulting in streamlining credit approval time, improving communications between
functional areas and reduction of cycle time in introduction of products. Spearheaded annual survey meetings.
Responsible for team selections, topics, and follow up on initiatives.
Led development, deployment and management of Preferred Supplier Program, including creation of over 100 quality
service agreements with key corporate service providers. Created and implemented the training program for vendors
and key managers.
Designed and produced a credit risk management newsletter, Risky Business, increased awareness and improved
Service Quality Manager
Managed development of process improvements through implementation of strategic programs. Participated in writing and
review of Malcolm Baldridge Award Challenge, including review and refinement of balanced scorecards, benchmarking
studies, process workflows, review and analysis of process metrics, and liaison between Malcolm Baldridge site reviewers and
Led development, deployment, training and management of Quality Control System (process flow/key indicators) for
all loan processes.
Led train the trainer service quality initiative in preparation of Malcolm Baldridge site visit. Responsible for drilling
down the core message to 900 employees.
Business Analyst /Project Manager– Strategic Planning
Managed all aspects of specialized mortgage products, including preparation of business requirements, systems development /
implementation and training. Led project to streamline payment processing, and participated in restructuring of financial
operations center, including assisting in strategic planning for all payment processing, cash management and service operations.
Led the training initiative for the Sales and Analysis tracking system. Included development of online tools to
assist relationship managers in utilizing the module and reports.
Managed the deployment of enterprise wide electronic payment processing (ACH) for home equity loans/lines of
credit. Was responsible for the entire project lifecycle- UAT and ongoing QA of the payment processing system.
Served as liaison between Internal Audit and Branch Operations on regulatory compliance and risk management issues.
ST PETER'S COLLEGE – Jersey City, NJ
Bachelor of Arts
MS Project, Word, PowerPoint, Excel, Access, SharePoint, Visio, XML
Project Management Institute