Senior Technology Business Services Consultant

• Mar 2020 - Present

Business Initiatives Consultant

• Mar 2020 - Present

• Engagement Manager 2/Proxy for PDiLL Enterprise Wide - Confidential and/or restricted production data in lower-level test environments - track and process 386 PDiLL in scope applications for 272 application managers and APOs. Distribute ongoing awareness and reinforcement communications on PDiLL Remediation Planning and CIO Corrective Action. Manage AMCT updates, Tableau reporting, PDiLL requirements and controls, policy exceptions, remediation options and gathering of remediation artifacts for PDiLL validation as part of BAU process, in addition to, Information Sharing on PDiLL Scope Change, Timeline Factors, Remediation Option Workflows, New Preventative Control, New Detective Control - PDiLL Discovery/Remediation/Validation, Evidence and Success Criteria. Receive consistent feedback from PDiLL team members in regards to excellent, efficient and timely communication and deliverables. Manager often voices satisfaction with dependability and workflow management.• Lead on CA for CLT Production Data in Non-Production (PiNP) environments, communicate with CLT Application Managers and Application teams including reviewing policy, updating templates and gathering evidence to ensure applications are auditable and Wells Fargo compliant.• Collaborate with CLT Application Managers including India and CLT Business Team with applications in a deployed status of a cumulative representative sample of up to 5% of the population consisting of three categories: Catchup, Validation, and Exempt to validate adherence to the controls implemented for PiNP.• Monitor and document tracker for Interim Control processes that were implemented to sustain the PiNP Corrective (CA) to ensure application managers adhere to the control checklist process when the use of production data for testing in the lower environments is required. Monitor approvals, refresh and the auditable step on the removal of data and verification and distribute quarterly awareness and reinforcement communications. Show less

Project Manager

• Jan 2015 - Jun 2019

• Created business process workflow diagrams for implementing CRM software to automate workflow and document management solutions to streamline work which improved productivity by 40%. • Collaborated with a third-party vendor to create an Advisor Portal platform that streamlined administrative duties, which allowed advisors to bridge the digital divide with clients resulting in a 60% asset increase. • Collaborated with internal and external stakeholders, cross-functional and self-organizing teams to create a full scope understanding of all goals and requirements regarding process improvements, efficiencies and best practices to solve. • Created and implemented an automated system for recurring transactions, which decreased manual interventions by 50%. • Accountable for project management life cycle including initiation, planning, execution, monitoring and closure by defining goals and objectives for projects. • Set SMART goals, reported progress, spearheaded daily meetings, managed impediments, measured project progress using project management software or key performance indicators, met with project managers to evaluate project performance, closed out project with a final team meeting to reflect on project and takeaways. • Leveraged E-mail, Web, and internal social sites as Confluence and SharePoint to proactively disseminate information to targeted audiences. Show less

Business Process Manager

• Jul 2007 - Jan 2015

• Collaborated with business users and IT partners to plan and implement processes and focus on end-user experiences and process improvements. • Maintained policies and procedures for retention of books and records to ensure compliance for audits for FINRA, SEC, AND MSRB. • Collaborated with Senior Business Analysts, stakeholders and various project team members on document business requirements, process flows, approvals and testing plans. • Created and implemented an automated system for recurring client transactions, which decreased manual interventions by 50%. • Led the restructuring of the intranet for 18 departments which diminished customer service calls by 40%; project execution diminished over-time work hours by 25%, resulting in reduced labor cost. Show less