Friends of Kevin Newsletter

Subscribe to my newsletter to learn all of my best networking tips

Join Now

Financial Services

Resume for Michael Dooling

Michael K. Dooling, PMP

8 Jefferson Road                                                                                                          978-863-1111   C- 978-677-8056

Tewksbury, MA  01876                                                                                                                  [email protected]                                             ____________________________________________________________________________________

SUMMARY

Financial Services industry professional with 10 years of Project Management, 12 Years of Quality Assurance and 7 years of Trust and Custody  experience.   Strong track record of working between the Development and Business to understand each department’s needs.   Recognized as a strategic thinker with sound analytical and problem solving skills.  Ability to organize and lead teams to achieve successful results.

 

TECHNICAL SKILLS

  • Microsoft Office - MS Word, Excel, PowerPoint, Visio
  • JIRA for Agile projects
  • SharePoint, Doc Central, EDMS

 

PROFESSIONAL EXPERIENCE

Fidelity Investments, Boston, MA (04/03 to 05/16)

Personal Investing Solution Delivery

Project Manager (09/10 to 05/16)

  • Saved 33% in projects costs by combining two projects into one ---used synergies for Development and Testing
  • Built and maintained relationships with the Business, Technology and Design
  • Worked with Legal and Compliance groups to review changes to Fidelity.com
  • Worked on multiple projects related to Retail Accounts, Managed Accounts products and Life Insurance products
  • Worked with Responsive Design for Mobile Apps
  • Managed a Client Experience Queue with a $1,000,000 budget
  • Responsible for the overall project schedule, budget and scope of multiple complex projects
  • Made decisions that impacted  the ability to complete deliverables for multiple projects
  • Identified and mitigated risks – communicated and escalated to the project stakeholders
  • Agile and Waterfall experience
  • Used JIRA for Stories and Bug Defect tracking
  • Used Sharepoint, EDMS and Doc Central as document repositories
  • Led a PM Forum for two years (2013 – 2015) – got internal and external speakers and organized sessions

 

 Senior Business Analyst (09/06 to 09/10)

  • Worked on projects including : Income Strategy Evaluator for pre-retirees, WAS Referrals and helped coordinate seven nationwide presentations with Fidelity Advisors and Clients
  • Wrote Requirements and Stories
  • Organized BAT testing
  • Understood and was accountable for all Software Development Life Cycle phases

 

Senior Quality Assurance Analyst (04/03 to 09/06)

  • Tested multiple platforms: NetBenefits, Plan Sponsor Webstation and One Fidelity projects
  • QA coordinator for monthly overnight Production installs
  • Responsible for white box testing
  • Used Quality Center as a defect tracking tool

Thomson Financial,  Boston, MA  (07/01 to 08/02)

Portfolio Accounting and information provider

Senior Quality Assurance Analyst

  • Tested new web based performance measurement system
  • Responsible for white and black box testing
  • Worked with multiple clients on BETA testing of new performance product

Supply Works, Inc.   Bedford, MA   (6/00 to 6/01)

Pre-IPO B2B Manufacturing E-procurement software

QA Lead Engineer

  • Developed and implemented Test Plans and Procedures for all Products
  • Coordinated bug triage sessions with VP of Development
  • Used Quality Center as a defect tracking tool

 

Block Financial Corp    Cambridge, MA   (9/97 to 6/00)

Producers of TaxCut, the award winning personal tax software package from H&R Block

Quality Assurance Manager –User Interface Group 

  • Established and managed a newly created UI QA Group – supervise, train and review a staff of six QA Engineers
  • Developed testing procedures for the UI Group
  • Used Mercury Test Director as a defect tracking tool
  • Acting Director of the entire QA Department over a 9 month period – 2 managers and 25 staff members

 

Shaw Data Services, Inc.   Boston, MA (8/93 to 9/97)

Portfolio Accounting for large Financial Institutions

Quality Assurance Manager – Online Product (6/96 to 9/97) 

  • Conducted collaborative testing with Charles River Development – Block Trading
  • Point person for BETA test at Invesco.  Coordinated the switch from batch to real time system for three weeks in the Atlanta headquarters
  • Managed five QA engineers – two internal and three remote
  • Used ClearQuest as a defect tracking tool

 

The Boston Company,  Boston, MA  (9/86 to 8/93)

Trust Accounting for pension plans of major corporations

Account Supervisor/ Trust Officer (1/90 to 8/93) 

  • Responsible for domestic and international relationships of fourteen institutional clients totaling over nine billion dollars.   Types of accounts included pension, stock ownership, retirement and 401K plans
  • Coordinated monthly accounting reports for my assigned relationships
  • Participated in client visits and presentations
  • Had signoff authority for Corporate Actions up to $300,000 

 

CERTIFICATIONS

 

  • PMP Certified by PMI – June 2012 

 

EDUCATION

 

Bentley College, Waltham, MA  (1986)

Bachelor of Science in Finance

Associate Degree in Accountancy

Associate Degree in Marketing

 

VOLUNTEER

 

  • Supervise girls and Cookie Booth sales for Troop 66771 in Tewksbury
  • Umpire games for the Easter Sales annual fundraiser
  • Knights of Columbus – Easter Plant sales, Food Drives, Special Needs Prom, Fundraising
  • President of a Candlepin Bowling League (2012 to present)