Charles Kleinberg

Manages projects for KPMG’s Clara products, integrating startup strategies into a large PMO to enhance productivity and agile practices. Advocates for automation and AI/ML adaptation, overseeing global teams and projects valued over $6 million.

Built out a PMO process for a startup, leading a team of 12 project managers, business analysts, and Scrum Masters on cutting-edge RPA projects. Implemented 492 bots in 4 months by analyzing and changing methodology, increasing revenue by $600,000 through client consulting.

Led projects and programs for top global banks, implementing innovative solutions for financial analysis and crime prevention. Managed projects with budgets between $500,000 and $2,000,000, increasing revenue by $500,000 through identifying opportunities to augment bank staff.

Managed project delivery within scope, quality, time, and cost constraints to achieve high customer satisfaction. Consulted on integration projects, implementing provisioning with O365, Workday, and SuccessFactors. Completed data integration projects converting platforms to Okta from various systems.

Managed projects and programs, applying automation to business and IT processes for clients. Mentored team members on best practices and presented financial and resource-based savings to clients. Managed two programs with 17 projects and 5 direct report Project Managers.

Led implementation of wealth reporting tools and custom data feeds for new clients, ensuring data accuracy and client satisfaction. Managed a team of 6 analysts, improving data quality by 20% and generating significant revenue. Directed projects using Waterfall, Agile, and SDLC for custom APIs.

Completed a certificate program focused on designing solutions using Generative AI. This program provided insights into leveraging AI for innovative problem-solving.

Participated in the Technology & Innovation Acceleration Program. This program focused on accelerating technology adoption and fostering innovation.

Obtained an Advanced Master Certificate in Applied Project Management. This certification enhanced skills in practical project management methodologies.

Completed a Bachelor of Science degree with a focus on Business Administration. This program provided a strong foundation in business principles and management.