Experience

• 

  Transamerica

  • Lead Business Transformation Consultant
• 

  Transamerica

  • United States
  • Financial Services
  • 700 & Above Employee

  • Lead Business Transformation Consultant

    • May 2021 - Present

    Direct strategic objectives through partnership with business, technology and project teams to drive Workplace Solutions transformation initiatives. Aligns focus, efforts and objectives to a higher organizational strategy and applies those strategies to team and individual activities.

  • Manager Financial Analysis

    • Oct 2019 - Present

  • Strategic Business Planning Analyst

    • May 2018 - Present

  • Lead Project Manager

    • Sep 2015 - May 2018

    * Lead large projects or multiple mid-sized projects across multiple functional areas that may include internal and outsourced vendor resources* Support key initiatives that are initiated from financial departments* Apply sound analytical and problem-solving skills for complex problems* Develop project charter, project plan, resource plan and appropriate project management artifacts* Manage scope to ensure commitments are achieved within agreed time, cost and quality * Define and track project milestones while developing, maintaining and reporting on overall project plan and overall status* Lead projects through issue resolution, ambiguity, identify and mitigate project risks and scope changes, driving the team to clarity and make effective decisions* Work with PMO team to define and implement improvements to our project management processes

  • Senior Financial Analyst

    • Jul 2009 - Sep 2015

    •Performed cost-benefit analyses and submit recommendations for approval or disapproval of fund requests. •Tracked benefits outlined in approved CBAs to ensure savings are realized.•Developed, maintained, and analyzed budgets, as well as prepared periodic reports that compared budgeted costs to actual costs.•Analyzed monthly accounting reports to maintain expenditure controls.•Identified new ways to improve efficiencies and increase profits.•Examined financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.•Analyzed business operations, trends, costs, and revenues to project future revenues and expenses and advised management of findings.•Collaborated with business units across the company to understand their business and impacts to the overall financials of the company. •Ensured company policies surrounding operating expenses and capital expenditures were followed by all business units.

• 

  AEGON USA Investment Management LLC

  • Cedar Rapids, Iowa Area

  • Senior Treasury Analyst

    • Jul 2000 - Jul 2009
    • Cedar Rapids, Iowa Area

    •Prepared Affidavits for State Insurance Commissioner ensuring reserve requirements were being met. •Managed the cash and asset reconciliation of over 300 custodial accounts.•Responsible for the asset collateral programs, which included asset selection, analyze valuation statements, review legal ...

• 

  Wells Fargo Bank

  • Personal Banker

    • Jun 1993 - Jul 2000

    •Sold all types of consumer banking products including but limited to home equity loan and lines of credit, annuities, checking accounts.•Cross-sold all areas of Wells Fargo such as Mortgage, Investments and Trust.•Generated business through outbound calling which generated a clientele for repeat...