consulting timeline

Consulting Services – A Candidate Summary

The candidate offers experience, skills and insight needed to meet business objectives. In his professional experience, he has developed test plans, operating procedures, user manuals, Visio process flows, project plans, and excel reports with action items. His client lists includes banks, financial institutions, government agencies, personnel firms and consumer electronics companies.

Thomas Jordan

Phone: 516- 459-7663

Email – [email protected]

Consulting Services Timeline

[September ’04 to January ’06]:

Consulting Role Company / Client Client Deliverables

IT Audit Testing[9/04-1/05]

RHI Protiviti / Merrill Lynch / Symbol Technologies

IT General Controls Reporting in MS Excel

Down Time – January 2005 to February 2005

Change Management Consultant[2/05-4/05]

Volt Services Group / Barclay’s Capital

Statistical Reports in MS Excel Interim Administration of Change Management

Business Process Analyst[4/05-6/05]

QED National / New York City Housing Authority

Business Process Analysis Flows in MS Visio Process Analysis Findings in Adobe Acrobat

Down Time – June 2005 to July 2005


RHI Protiviti / Mineral Technologies IT General Controls Reporting in MS Excel

Technical Writer[8/05 – 10/05]

Adecco / Adecco Policies and Procedures in MS Word Training Class Documentation in MS PowerPoint

Down Time – October 2005 to December 2005


Interactive Solutions, LLC / Blue Cross of Northeast PA


Down Time – January 20006 to February 2006


Interactive Solutions, LLC / Blue Cross of Northeast PA


Consulting Role Company / Client Client Deliverables

Technical Writer

[2/06 – 6/06]

Interactive Solutions, LLC / The Bancorp Bank

IT Policies and Procedures in MS Word New Web Account Procedures in MS Word Customer Service Procedures in MS Word

IT Audit Testing[6/06 – 11/06]

Interactive Solutions, LLC /The Bancorp Bank / The Robert Plan


IT Audit Testing[11/06 –12/06]

RHI Protiviti / Seneca Insurance IT General Controls Reporting in MS Excel

Down Time – December 2006 to February 2007

ProjectCoordinator[4/07–1/09]

MISI / Canon U.S.A Business Processes in MS Visio ROI and Management Summaries in

MS PowerPoint Project Plans in MS Project Meeting Minutes in MS Word Project Tracking Reports in MS Excel Policies and Procedures in MS Word

Down Time– January 2009 to April 2009

QA Testing [4/09–6/09]

MISI / Canon U.S.A QA Test Results in Excel Weekly Status in PowerPoint

Consulting Services Timeline

[September ’04 to January ’06]:

This was my leap of faith into the unknown, my initial contract as a SOX Audit Consultant. I was part of a team that tested 189 SOX critical Applications for each of the major IT Controls. We were done in 11 weeks.

September 2004

Robert Half / Protiviti

Client – Merrill LynchJersey City, NJ.

Again working as a Sox Audit Consultant, I relied on my Change Management expertise to validate Symbol Controls over the following processes - Incident Management - IT Change Management - Application Change Control

December 2004


Client – Symbol Technologies

Holbrook, NY.

I was contracted to act as the Interim Change Management Coordinator for the Americas Region. I called on my experience as a Senior Change Management Analyst at TIAA-Cref

February 2005

Volt ServicesClient – Barclays Capital

InternationalNew York, NY.

In my role as a Business Process Consultant, I worked with a colleague to map out the ‘As-Is’ process flows for NYCHA departmental functions. This would serve as the foundation for a new system and an upgrade to its processes

April 2005

QED International

Client – New York City Housing Authority

New York, NY.

I returned to RHI to perform SOX IT General Controls testing for this metallurgical enterprise. Testing included a site visit to Easton, Pa.

July 2005


Client – Minerals Technology, Inc

Easton, Pa.

I was hired to develop a training class on “How to Write Procedures.” Upon completion of the curriculum, I was tasked with managing and editing user developed procedures. The tool used to manage procedural drafts was Documentum’s eRoom

August 2005

AdeccoClient – Adecco

Melville, NY.

Interactive Solutions, LLC

Client – Blue Cross of Northeastern Pa.Wilkes Barre, Pa

Client - The Robert Plan, Bethpage, NY

Interactive Solutions brought me on board after a recommendation from a Protiviti colleague. While here, I worked on a SAS 70 audit and documented IT Controls for this Wilkes Barre, Pa. Health Insurance company and this Automobile Insurance carrier on Long Island, NY.

December 2005

This Wilmington based internet bank hired me to create their IT Policies and Procedures Manual. They needed this documentation to remediate SOX issues. The CIO liked the manual and asked me to update the Customer Service Helpdesk Policies and Procedures.During the second half of my stay, Interactive asked me to perform SOX testing for the Bank’s upcoming audit.

February 2006


Client – The Bancorp Bank

Wilmington, De.

After the Bancorp work was completed, Interactive Solutions placed me back at The Robert Plan to complete a full SAS 70 Audit

September 2006


Client – The Robert PlanBethpage, NY.

November 2006

I returned to Robert Half / Protiviti to complete IT Controls testing for this Property and Casualty Insurance client


Client – Seneca Insurance

New York. NY

RPI ResponseClient – Credit

Suisse First Boston

New York, NY

My past experience in Mortgage Banking and my skills in MS Word were used to reformat and update the 2007 Mortgage Servicing and Residential Mortgage Backed Securities manuals for Credit Suisse’ s MBS Division.

February 2007

MISI CompanyClient – Canon USA,

IncLake Success,

NY

In April 2007, I took on the role of Business Alignment Coordinator at Canon. This called upon my skills in documentation and facilitation of business initiatives. My clients were Canon’s Consumer, Finance and Commercial Divisions.

April 2007 to January 2009

MISI CompanyClient – Canon USA,

IncLake Success,

NY

April 2009 to Present

In April 2009, began QA testing for Canon USA’s new website. Initially, I reviewed and validated the content mapping from Canon’s older repository, Teamsite, into the new content management repository, Documentum.

“We hired Tom to work for us at one of our very important and largest clients. His excellent work, calm demeanor and friendly personality make him a pleasure to work with. Tom is always professional and I would highly recommend him to any client.” January 6, 2009

Top qualities: Great Results, Personable, High Integrity

Jodi Kulek Mayer – MISI Account Manager

“Tom has an extensive background in business and technology. As a liaison between several business units and IT he was excellent in translating business objectives into IT solutions. His capacity to develop a credible business case and ROI helped many projects get launched.” December 18, 2008Top qualities: Great Results, Personable, Good Value

Peter Phaneuf – Senior Director/ IT Administration at Canon, USA

Recommendations:

“Tom was hired to manage the IT-Business Alignment function at Canon USA. His performance is the reason that the engagement has lasted over 2 years now. He formalized an area that before was very ad hoc. I would recommend Tom to anyone who needs a self-starter with lots of experience who gets the job done!” December 18, 2008


Robert Triola - Senior Director/ IT Architecture at Canon, USA

“Working as a peer to Tom at Canon USA as a PMO Coordinator, I had the opportunity to directly observe and to benefit from his professionalism, and his audit experience. The results of Tom's efforts were always timely, creative and precise. I would welcome to opportunity to work with Tom again in the future, and would stongly recommend him to potential client or employers” February 3, 2008

Mike Devine - Managing Partner, CIOhelp Group

Recommendations:

“Tom was a hard worker who never missed a deadline, his work needed very little review before handing it off to the client. Tom was also very friendly and well liked by all of our clients as well as his co-workers.” January 16, 2008

Dennis Bell - Chief Financial Officer, Interactive Solutions, LLC

“Tom assisted in re-writing and creating new procedures for my department. He was thorough, detailed, and adept at communicating information within the procedures in a manner that could be easily understood by staff. His follow through and results-oriented attitude kept the project on target. I would work with Tom again given the opportunity.” January 16, 2008


Kristen Defeo – Vice President/Customer Care at The Bancorp Bank

Recommendations:

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