Experience

Global FIS

• IT Services and IT Consulting
• 200 - 300 Employee

• Business Analyst Lead

  • Jan 2016 - Present

  Responsible for managing clients through creating business requirements, facilitate training, functional configuration and testing for the implementation of AML and Fraud products -Successfully completed over 10 product implementations as either the lead Business Analyst or in a supporting role -Volunteered to assist in training clients on the OFAC Reporter module of the Compliance Suite; through work with clients suggested several new ideas for product enhancements Responsible for managing clients through creating business requirements, facilitate training, functional configuration and testing for the implementation of AML and Fraud products -Successfully completed over 10 product implementations as either the lead Business Analyst or in a supporting role -Volunteered to assist in training clients on the OFAC Reporter module of the Compliance Suite; through work with clients suggested several new ideas for product enhancements



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Project Manager

  • Sep 2014 - Sep 2015

  Responsible for driving the Investment Product Services 2020 Strategy on the business side coordinating 8 strategy teams to ensure seamless coordination • Utilized Six Sigma methodology and tools to prioritize over 60 recommendations that aligned with the strategy for greatest impact • Provided a new prospectus to the strategy outcomes based on prior financial services’ and project management experience; aided in questioning the current state Responsible for driving the Investment Product Services 2020 Strategy on the business side coordinating 8 strategy teams to ensure seamless coordination • Utilized Six Sigma methodology and tools to prioritize over 60 recommendations that aligned with the strategy for greatest impact • Provided a new prospectus to the strategy outcomes based on prior financial services’ and project management experience; aided in questioning the current state



Ministry Health Care

• United States
• Hospitals and Health Care
• 700 & Above Employee

• System Director, Legal Systems & Processes

  • Jun 2013 - Jun 2014

  Responsible for managing the Legal Department’s systems and processes, including finance, budget, procurement, discovery, legal hold and matter and document management and billing systems, and internal controls in accordance with parameters and goals established by the Associate General Counsel. Acts as the Legal Department liaison to Ministry Health Care Leadership for legal administrative matters and the point-of-contact for other outside entities, including governmental agencies, business associates, outside law firms, courts, taxing authorities, insurance companies, etc. Provides leadership and supervision to direct reports including work delegation and performance appraisals and acts as project manager for department projects. Show less



GE Capital Americas

• Brookfield, WI

• Project Manager

  • Apr 2010 - Jan 2013

  Led simplification projects related to electronically stored documents to ensure proper retention and destruction were applied per company policy. -Created document retention and destruction rules for over 19 different repositories that addressed over 20MM documents -Standardized processes across business segments to ensure document retention was consistent and compliant with industry standards -Led the organization in developing a process to identify documents subject to litigation matters to ensure documents were protected until legal matter was satisfied Show less



GE Commercial Finance

• Manager Client Accounting

  • 2003 - 2008

  Controllership-Project Leader for Sarbanes Oxley process documentation and control testing for in excess of 50 controls-Determined and tested control mechanism to ensure all risks were mitigated-Responsible for working with all functions on analyzing processes and identifying risks inherent in the processes-Managed financial reporting and forecasting for a GE joint venture-Prepared and submitted journal entries to the General Ledger monthly-Supported Capital Markets initiatives by analyzing portfolio for accounts aligned with investor's eligibility requirements-Provided ongoing support with business functions in servicing sold accounts according to investor's prerequisites Show less

• Integration Specialist

  • 2002 - 2003

  -Responsible for utilizing quality tools and rigor in order to integrate 3 different businesses to form what is now Healthcare Financial Services-Specifically focused on integrating the Operations Teams as well as 3 key outsourcing projects, Property Tax Collections, Cash Applications and audit accuracy of data input into operating system

• Project Manager

  • 2001 - 2002

  -Responsible for developing and deploying Six Sigma project plans for over 70 Green Belts assigned to 22 strategic projects associated with 7 Core Processes-Mentored the Green Belts associated with these projects as well as mentoring an additional 15 projects of which 13 closed-Established metrics for each of the Core Processes and ensured that 100% of the results were posted and monitored via a web-based tool

• Manager, Portfolio Administration

  • 1996 - 2001

  -Accountable for overall operation of the Portfolio Administration department-Selected, developed and managed over 20 direct reports, including 2 international teams-Communicated a thorough knowledge of GECF operations, as well as GAAP, FASB and IRS guidelines-Maintained the portfolio integrity by ensuring pre and post processing audits-Ensured overall timeliness and accuracy in the completion of the team's job responsibilities to guarantee high quality customer satisfaction-Responsible for creating and maintaining the documentation of the Customer Account Management Core Process-Monitored process metrics and identified key Six Sigma projects to address process deficienciesPortfolio data:US - $1.4B outstanding receivables, $500MM average yearly volume 15 thousand accountsLatin America - $88MM outstanding receivables, $56MM average yearly volumeEurope - $185MM outstanding receivables, $31MM average yearly volume Show less

• Account Manager

  • 1995 - 1996

  -Strove to keep delinquency rate to a minimum while maintaining a high level of customer satisfaction-Generated and implemented innovative solutions by restructuring contracts to minimize potential loss exposure-Performed due diligence to analyze status and initiated appropriate actions, including legal account strategies, write-down and write-offs-Ensure timely resolution of customer disputes and inquiries-Interacted with the Asset Management team for asset information to leverage during negotiations Show less

• Portfolio Administration Coordinator

  • 1994 - 1995

  -Assisted in interviewing and selecting candidates for Account Service Representative positions-Audited new deals, re-bookings and releases for rate, funding data and documentation-Balanced and disbursed monthly funding, service and maintenance and property tax wires-Reconciled the fiscal funding, discrepancies and created monthly incomplete transaction report, met with appropriate personnel to resolve issues-Assisted team with special projects, reconciliations, procedural clarifications and prioritizing workload-Handled set up and maintenance of Puerto Rico portfolio-Timely and accurate cash reconciliation records with GE Finance, Treasury operations and outside financial institutions Show less

• Account Service Representative

  • 1992 - 1994

  -Responsible for the financed receivable maintenance for a portfolio of 1,660 accounts-Audited new account information and documents prior to entering into the operating system-Addressed customer concerns and questions relating to their financed contracts-Posted payments to customer accounts-Calculated and quoted early payoff balances on loan products-Researched and cleared all unapplied monies in a timely manner



Moore Oil

• Customer Service Representative

  • 1991 - 1992