Jeff Gerner

Experience

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  KeyLogic Systems

  Jul 2007 - Nov 2010

  Portfolio and Systems Analyst

  • Sr. Portfolio Analyst - Recommended and assisted in the development of the Capital Planning Process to ensure cost estimations and budget formulations were timely, accurate, efficiently collected, formatted, disseminated, and stored, and disposition of program or project information, including status and performance reporting• eCPIC (Electronic Capital Planning Investment Control) Team Lead – Development of management plan, including procedures, templates, databases and program/project documents for the scheduling, control, and coordination of all activates required to accomplish program or project tasks as well as (Exhibit 53 and Exhibit 300 submission)• Facilitate the development of a Work Breakdown Structure (WBS) for the DOL Major IT Investments. Ensured the WBS tasks are all scheduled in the IMS in accordance with the Project Plan. Assist in the documentation and maintenance of the program WBS. • Represented DOL on Federal eCPIC Steering Committee and responsible for system updates and testing in DOL’s testing and production environments• Responsible for training IT program managers and members of their staffs about processes related to the use of the eCPIC tool and the update of its contents based on OMB Circular A-11• Coordinated the review and publication of standard operating procedures for the use of eCPIC within Department of Labor• Assistance for the Office of the Chief Information Officer in the Control Review Process for various IT Investments at the Department of Labor by analyzing Work Breakdown Structures, Risk Management Plans, Cost Benefits Analysis, Project Management Plans were consistent and accurate across all phases of the SDLC• Supported the Earned Value Management Team (EVM) through database manipulation and software integration with, creating multiple reports for Project Managers using multiple financial management tools such as Microsoft Project and Deltek Winsight among others. Show less

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  InfoReliance/Evoke Consulting Services

  Dec 2010 - Sept 2011

  Capital Planning Investment Control (CPIC) Analyst

  • Subject Matter Expert (SME) for NNSA CPIC requirements involving the Select, Evaluate, Control methodology as well as the System Development Lifecycle (SDLC), Budget Formulation and Earned Value Management (EVM)• Liaison for NNSA Site Offices and submissions of monthly and annual budget formulation and reporting to Office of Management and Budget as prescribed by OMB Circular A-11. Maintained Green status throughout• Fundamental contributions to Enterprise Governance Model solution to Program Management Office involving multiple aspects of Capital Planning, Enterprise Architecture, and mandated Federal Security requirements utilizing Milestone Review Boards and requirements thereof• Responsible for economic impact analysis for all IT related systems in place at the NNSA during the FY 2009 – FY 2011)• Organizational Administrator for eCPIC tool. Responsible for submission of timely and accurate budget formulation and reporting of Organizational Exhibit 53, Exhibit 300’s, Monthly updates to Cost and Schedule Tables, and Quarterly Control Reviews within the eCPIC System• Responsible for financial, analysis, forecasting, and reporting; cost analysis and estimating; and budget execution tracking and analysis (commitments, obligations and expenditures plus associated variances)• Integral part of Cloud conceptualization and Shared Services application distributed across HQ, Site, and Plant offices of the NNSA. Show less

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  Systems Made Simple

  Sept 2011 - Oct 2013

  Capital Planning Investment Control (CPIC) Analyst

  • Subject Matter Expert (SME) in all aspects of CPIC related activities including the Select, Evaluate, and Control Methodology, as well as the Budget Formulation process as mandated by OMB Circular A-11• Responsible for ensuring projects and investments adhere to VA and OMB Circular A-11 reporting standards using multiple systems unique to the VA (PMAS, CAMS, and ProPath) through multiple decision gates of required Milestone Documentation.• Main Point of Contact for 48 projects across several Exhibit 300’s for OMB reporting compliance and monitoring monthly cost performance reporting of budget formulation process. Analytics provided to project teams in order to support required documents of budgeting process. • Assistance with project scheduling, life cycle budget estimating, and Integrated Baseline (IBR) on a continuous basis. Create, maintain, and provide inputs and updates to the program Integrated Master Schedule (IMS). Provide recommendations when re-baseline is required during the Project Development Lifecycle in a timely and efficient manner.• Support financial management, analysis, forecasting, and reporting; cost analysis and estimating; and budget execution tracking and analysis (commitments, obligations and expenditures plus associated variances).• Integral Part of development of the PP&O CPIC Guide• Assist with the restructuring of Operational Performance Metrics across the IT Portfolio. Show less

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  Sawdey Solution Services

  Nov 2013 - Oct 2014

  Sr. Project Manager

  Responsibilities:• Accountable for all aspects of the development and implementation of the ESoD Project and provides a single point of contact for the project• Conduct project planning that results in a detailed schedule for the ESoD release activities that will integrate into an overarching master schedule.• Provide technical and analytical guidance to the project team.• Take action to direct the analysis and solutions of problems.• Develop detailed work plans, schedules, project estimates, resource plans, and status reports.• Conduct project meetings for project tracking and analysis.• Ensure adherence to quality standards and reviews project deliverables• Provide support in the tracking of actions• Create, maintain, and provide inputs and updates to the program Integrated Master Schedule (IMS)• Analyze the programs tailored acquisition approach and identify all program documents required to support the ESoD acquisition. • Provide recommendations when IMS re-baseline is required during the acquisition process.• Facilitate the development of a Work Breakdown Structure (WBS) for the ESoD Program and ensure the WBS tasks are all scheduled in the IMS in accordance with the Project Plan. • Assist in the documentation and maintenance of the program WBS• Aid in providing a WBS to the Program Manager Show less

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  Oculus Group LLC

  Oct 2014 - Apr 2019

  Investment Manager

  • Subject Matter Expert (SME) in all aspects of CPIC related activities including the Select, Evaluate, and Control Methodology, as well as the Budget Formulation process as mandated by OMB Circular A-11• Responsible for ensuring projects and investments adhere to VA and OMB Circular A-11 reporting standards using multiple systems unique to the VA through multiple decision gates of required Milestone Documentation.• Main Point of Contact for Information Technology Enterprise Data Interchange (EDI) Portfolio as well as Medical 21st Century Laboratory Major IT Investment (Formerly Exhibit 300s and 53s) for both OMB reporting compliance and monitoring monthly cost performance reporting of budget formulation process. Analytics provided to project teams in order to support required documents of budgeting process. • Assistance with project scheduling, life cycle budget estimating, and Integrated Baseline (IBR) on a continuous basis. Create, maintain, and provide inputs and updates to the program Integrated Master Schedule (IMS). Provide recommendations when re-baseline is required during the Project Development Lifecycle in a timely and efficient manner.• Support financial management, analysis, forecasting, and reporting; cost analysis and estimating; and budget execution tracking and analysis (commitments, obligations and expenditures plus associated variances).• Assist with the restructuring of Operational Performance Metrics across the IT Portfolio. Show less

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  Oculus Consulting Group LLC

  Jan 2018 - Oct 2019

  As a Program Manager, responsible for planning, organizing, directing, and controlling the CPIC and TBM efforts and for ensuring that all contractual obligations are fulfilled, quality standards are met, and associated expectations of performance are achieved. • Provide subject matter expertise of federal budgetary process, including development and review of Major IT Business Cases while providing a broader view of the overall funding and oversight processes across the IT portfolio and spanning the entire project life cycle. • Lead bi-weekly meetings to brief senior leadership on current statuses, discuss priorities and open action items, and provides expert technical advice based on project management skills and thorough knowledge of Federal policies (specifically VA, CPIC, TBM, budget tracking, and OMB policies) to manage the budget and reporting of IT investments and projects across the Department. • Prepare and submit bi-weekly and Monthly Status Reports (MSR) to the Government COR and senior leadership. These reports detail ongoing activities, new activities, activities completed, and progress to date. • Identify ongoing and potential risks; issues, proposed solutions, and corrective actions taken, required government and contractor actions, and a schedule of deliverables for the current and prior months. • Responsible for the creation and maintenance of Standard Operating Procedures (SOP’s) in relation to managing the governance life cycle of investments and projects, and utilizing project tracking and budget formulation tools. Show less

  • Program Manager

    Apr 2019 - Oct 2019

  • Senior Proposal Manager

    Jan 2018 - Oct 2019
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  Advanced Management Strategies Group (AMSG)

  Oct 2019 - Sept 2024

  As a Program Manager, responsible for planning, organizing, directing, and controlling the CPIC and TBM efforts and for ensuring that all contractual obligations are fulfilled, quality standards are met, and associated expectations of performance are achieved. • Provide subject matter expertise of federal budgetary process, including development and review of Major IT Business Cases while providing a broader view of the overall funding and oversight processes across the IT portfolio and spanning the entire project life cycle. • Lead bi-weekly meetings to brief senior leadership on current statuses, discuss priorities and open action items, and provides expert technical advice based on project management skills and thorough knowledge of Federal policies (specifically VA, CPIC, TBM, budget tracking, and OMB policies) to manage the budget and reporting of IT investments and projects across the Department. • Prepare and submit bi-weekly and Monthly Status Reports (MSR) to the Government COR and senior leadership. These reports detail ongoing activities, new activities, activities completed, and progress to date. • Identify ongoing and potential risks; issues, proposed solutions, and corrective actions taken, required government and contractor actions, and a schedule of deliverables for the current and prior months. • Responsible for the creation and maintenance of Standard Operating Procedures (SOP’s) in relation to managing the governance life cycle of investments and projects, and utilizing project tracking and budget formulation tools. Show less

  • Director, Federal Account Manager

    Oct 2020 - Sept 2024

  • Program Manager

    Oct 2019 - Sept 2024
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  Severn Leadership Group

  Feb 2024 - now

  Fellow
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  Koniag Government Services

  Sept 2024 - now

  Sr. Client Engagement Manager

  Sr. Client Engagement Manager