JOSEPH GULLACE, MBA

SUMMARY
Senior Program / Project Manager, with several years of professional PMO experience and certified in Six Sigma
Green Belt. Act as a leader by providing governance, direction, guidance and motivation to internal and external
clients/co-workers. I navigated numerous projects, process improvements, new initiatives, implemented systems,
application platforms, data migration and change management. Enhancing manual processes, upgrading web base and
proprietary systems thru data alignment, data gathering within different applications by controlling the scope, mapping
design and time. Being responsible for leading project teams and all activities within the project life cycle within the
Enterprise Information Technology and Project Management Services Delivery, in the PMO Center of Excellence by
delivering and reaching the goal of each project milestone and Go-Live delivery date.
Operational/Finance Director, I have strong experience skill sets in cost analysis, expense management, budgeting,
forecasting, billing, compliance, and return on investment. Using metrics to analyze data and determining the data
integrity for cost savings, measuring performance (evaluate functional practices, system performances to ensure
efficiency, regulatory and compliance).

COMPETENCIES / PROFICIENCIES
Project Applications: One PPM-Clarity, JIRA and SharePoint
Office Applications: Microsoft Word, Excel, PowerPoint, Project, Visio, Access
Documentation: Business Case, RACI, RAID log, Project Charters, BRD, FRD, SOW, CR, Tech Docs-(BIA, RSQ, and
TAP), Financial Tracker, Project Plans, Test Cases, Wireframes and budget
Project Methodologies: Six Sigma, Agile, Hybrid Agile, Sprints (planning & Grooming), Waterfall, Change
Management, and SDLC.
Financial Processes: Budgeting, Resource Allocation, Forecasting, Actuals, Accruals, Invoicing, and Expenses

PROFESSIONAL EXPERIENCE
KPMG US, Montvale NJ
KPMG is a global network of professional firms providing services Audit, Tax, Independence and Advisory
Senior Program / Project Manager for Risk Management Operations, 04/9/2018 – 10/16/20
(Partner Rotation System, Engagement Contract Tool, Electronic Communication Policy, QUBUS – Questionnaire
Platform, Engagement Letter Scrapping, Time before SAN, CLEAS, SYNC)
Portfolio level budget 15 million dollars
 Managed PMO process (Ideation, Initiation, Planning, Execution, Closure) – improve status reports, redesign the
approval process, and updated their change management process
 Directed responsibility for overall management of assigned projects and stakeholder management using Waterfall,
Agile and Sprint models and reporting the over status of the project health.
 Engaged multiple projects (technical and business facing) from inception through close under a product line with
alignment to other programs & projects within the RM portfolio.
 Provided a real time view into the risks and exposures with timely escalation to RM leadership; create and agree
to mitigation strategies with business stakeholders
 Maintained trusted relationships with senior business partners/stakeholders to identify key performance indicators
while maintaining metrics to ensure alignment with the Return on Investment (ROI)
 Governed financial oversight of (Capital / Operational) budget including planning, internal controls and auditing
on actual spend along with change and service requests. Reporting directly to leadership our financial health.
 Directed all global resources assigned to projects to ensure clear expectations and quality delivery; including, but
not limited to our business sponsors, stakeholders & internal and external vendors
Accomplishments:
 Product and Project Management
o Key driver in creating enhancements to the workflow and user interface in order to ensure process and
operational excellence in the review of (TBS) occurrences
o Strategic partner in leading the business stakeholders from a manual process & using outdated templates to
implementing (CLMS) tool to manage and create updated engagement letters systematically
o Leading all (PRS) cross functional teams with enhancement developments of partner succession, rotation, and
requirements mandated by US compliance and regulatory for audit engagements
jgullace@verizon.net JOSEPH GULLACE Page 2 of 3
Broadridge Financial Solutions, Jersey City, NJ 04/18/2016 – 09/16/2017
Broadridge is the leading provider for advanced communications, technology, data and analytics solutions
Senior Project Manager, Tax Services
 Managed the project management vendor relationship “SOVOS” for Tax, Operations and IT. Lead all
requirement changes for tax purposes, enhancements to data migration, timelines, business plans, testing and
monthly releases.
 Drove the implementation and project plan for the internal Tax-Portal (dashboard). Lead team meeting to build
out requirements/scope, planned activities, timelines, budget and ensured all testing was completed on time by
utilizing monthly planning and grooming sprint deployments and demos from QA to UAT. .
 Oversaw changes to the statements and IRS forms, (1099-R, 1099-Q, 1099-Consolidated, 1042-S and Puerto
Rico-forms, including the upgrades and enhancements to our internal systems
 Handled all monthly releases, quick fixes, hot fixes/emergency packages.
 Reviewed all JIRA epics and stories and drove the approval process (business and functional requirements,
changes request, additional updates and testing results).
 Reviewed project definition documents and SOW’S, system/process flowcharts, business constraints, file layouts,
client requirements, timelines and budgets.
Accomplishments:
 Product and Vendor Relationship
o Partnered with SOVOS for our internal requirements determining and leading which requirements are deemed
each month (before, during and after) tax season. Maintaining the tier pricing and story points per requirement
throughout the year.
Credit Suisse, New York, NY 07/20/2015 – 11/27/2015
Vendor Pass-Contractor, Senior Budget Project Manager
Banking leader that provides worldwide services in Asset Management, Investment & Private Banking
Portfolio level budget 18.5 million dollars
 Managed OnePPM/Clarity budget system tracked resources (FTE, consultants, contractors) along with
expenditures within India, US, London and Asia.
 Performed month end audits against time/cost ensuring all of the data integrity has been analyzed and addressing
any discrepancies (actual vs accrual). Updated FTE, contractors and consultant’s time variance against the
projects assigned.
 Reported status updates against timeline and financials for all seven projects to senior management weekly.
Spearheaded cross functional meetings between all teams (IT, business partners and project managers). For the
OTC trading platform (Bonds, ADR’S, and Derivatives) Hedge funds and Risk/.Liability.

PIMCO / AGI-US / Allianz Asset Management of America, L.P. New York, NY 09/25/2006 – 04/30/2015
International service provider who offers worldwide products and solutions in insurance and assets management
Vice President - Project Management Office
Six Sigma (DMAIC, 5 why’s, Cause & Effect, RACI, Business Cases, Project Charter, Timeline, BRD, Process Design,
Verify) & (Process, Systems, Organization Structure and Job Roles)
 Managed Concur project in EMEA and Asia-Pac, to include brain storming, vision, scope & definition statement,
system design, regression-testing, risk documents and roadmap. Including monitoring and controlling the overall
project timeline, budget, controlling issues and risk and stakeholder expectations.
 Revamped the travel policies with key stakeholders and intergraded SAP expense chart of accounts.
 Executed the BFDS/AWD “Bonaire” an intermediary payment invoice billing system for AUM & Sales data;
documented business requirements, measured current processes, captured business rules, composed testing
scenarios and timeline.
 Developed an invoice system with the vendor of “Readsoft”, updating data fields, designing workflows,
diagrams/charts for each department and added new procedures to existing AP functions and payment process.
 Using Six Sigma methodologies redesigned a new DSS (Data Security Standard) report which involved several
different applications, (Salesforce, Northern Trust/Pace, wrap Managed Accounts/SEI and Product master).
The redesign reduced the number of manual processes, increased quality performance and data integrity.
 Created online training and coaching tools by developing solutions across an entire organization. To accept and
not resist change to build support by applying a systematic approach to help those individuals impacted by
change. Outlining current, transition and future state to support the companies (goals, culture and attributes) to
handle change.

jgullace@verizon.net JOSEPH GULLACE Page 3 of 3

Pershing LLC Jersey City, NJ, 01/2000 to 09/2006
Provides global financial solutions to advisers, asset managers, broker-dealers, fund and wealth managers
Assistant Vice President
Global Billing - (Invoicing, Expenditures, Receivables, Statistics, Projects, and Reconciliations)
 Supported, advised and strengthened relationships with over 300 clients with invoices, billing and asset fee
calculations. Adjusted the receivable accounts and balance sheets for Retirement, Subscribe, 12B-1 money funds,
Fee Base and Special Products. Directed long term projects for monthly enhancements to various billing systems
along with new redesigns and reported back to the executive team each quarter with IT. Maintained policies,
procedures and SOX regulations. Reconciled the monthly, quarterly and yearly invoices & charge process, in an
access database to prove out the actual income being charged into revenue accounts.

EDUCATION
Saint Peter’s University, Jersey City, NJ
MBA; Dual Majors, Business of Administration & Management Information System, 2001
Bachelor of Science, Major-Business Management, Minor-Economics, 1990

CERTIFICATION; Six Sigma Green Belt, Allianz Group OPEX, August 2010
 Studying for PMP Certification