Dave Valdez, MBA, PMP

Owner @ SoCal PM Consultants | MBA, PMP, CSPO, CSM

Orange County, California, United States

About

As a seasoned IT Project Manager with over 15 years of experience, I have a proven track record of delivering successful projects for various industries, including pharmaceutical, financial, biotech, software, and information technology. I hold multiple certifications, including Certified ScrumMaster (CSM), Certified Scrum Product Owner (CSPO), and Project Management Professional (PMP), demonstrating my expertise in agile methodologies and project management best practices. In my current role as the owner of a consulting firm, I help clients streamline their projects to meet objectives and grow organizational profitability. I also serve as a Senior IT Project Manager at JETT Business Technology and Apex Systems, where I lead complex projects involving platform implementation, maintenance, and enhancement across multiple sites. I am skilled in developing standards and processes, advising team members on project needs and weaknesses, and managing comprehensive project roadmaps and plans. I am passionate about delivering high-quality results and exceeding client expectations.

Experience

  • Owner at SoCal OC PM Consultants LLC
    Feb 2024 - Present · 2 yrs 6 mos

    Working to help pharmaceutical, financial, biotech, software, information technology and other firms succeed by streamlining projects to meet objectives and grow organizational profitability. Additional duties include helping set project strategy and goals, developing standards and processes, and advising team members on projects needs and weaknesses.

  • Sr. IT Project Manager at JETT Business Technology
    Feb 2024 - Present · 2 yrs 6 mos

  • Senior IT Project Manager at Apex Systems
    Jul 2022 - Feb 2024 · 1 yr 8 mos

    Assigned to client Optum, serve as project lead in implementation, maintenance, and continual enhancement of two platforms—Market Consolidated Contracting and Market Consolidated Credentialing—across PacWest region sites. Manage comprehensive project roadmaps and plans. Schedule and lead project meetings; present weekly status reports and presentations; and carefully document project notes in MS Teams for stakeholder review. **Central contact in meeting with cross-functional teams across California, Oregon, and Washington to gather, analyze, and manage requirements. Developed future-state designs and solutions for two agile projects supporting Capitation Revenue and CIRC. **Hand-picked to oversee enhancements to Apollo contracting and credentialing system while also managing introduction of new platforms. **Skillfully negotiated with business teams and IT developers to set realistic projects timelines. Aligned all stakeholders around shared end goals. Presented project charter and secured buy-in from senior management.

  • Project Management Consultant at Conduent
    Feb 2020 - Jun 2022 · 2 yrs 5 mos

    Lead high-visibility, reengineering projects from inception through launch, addressing barriers, issues, and roadblocks encountered throughout project lifecycles. Identify critical project priorities and milestones; and allocating cross-functional resources appropriately to maximize results. Set, monitor, and report on project metrics. Fulfill multiple roles as needed, including business analyst and data analyst, to advance project goals. ** Re-baselined project schedule that aligned five different schedules into one master schedule. Aligned internal and sub-contractor teams around each project’s scope, goals, roadmaps, and timelines; defining the critical path; developing and managing detailed project schedules; and delivering weekly status updates to the client. ** Demonstrated critical thinking and keen problem solving in managing competing project schedules, including: Implementation of Call Center migration from Conduent to Accenture (2020); key contributor on EVV Phase 2 FFS 835/837 development (go live 4/21/22); and Palco Implementation (scheduled for a 5/21 go live).

  • Senior Project Manager at Sysazzle, Inc.
    Oct 2018 - Feb 2020 · 1 yr 5 mos

    As a Sysazzle employee assigned to client Conduent, managed or assisted with key system implementations. Served as first contact point for new project initiatives for the state of New Mexico, with responsibility for engaging with and presenting to clients, gathering requirements, mapping project timelines, and maintaining project documentation. ** Managed final phase of Western Sky system implementation (2019); initial release of Centennial Care 2.0 (2019) as addition of Service Category Limit function; and implementation of the NADAC Pharmacy project (2019). ** Created and documented company’s first official client onboarding process. ** Participated in deal reviews for Electronic Visit Verification and Service Category Limit functionalities.