SUMMARY

• Analytical, enthusiastic and resourceful Project Manger with over 7 years of Information Technology experience skilled in streamlining operations and maintaining schedules to ensure maximum customer satisfaction and business revenue.
• In - depth and specialized expertise interpreting internal and external business challenges, and recommending best practices to improve products, processes, or services working.
• Highly experienced leading cross-functional teams in the development, documentation and delivery of process innovations.

AREAS OF EXPERTISE

• Project & Program Management
• Records Management Analyst
• Data Analysis & Reporting
• Process Design & Development
• Internal Controls/Review/Audit
• Master Data Management Analysis
• Marketing Analysis & Research
• SharePoint Site Design & Development
• IT Asset & Inventory Management

TECHNICAL SKILLS

Computer Software: Microsoft Office Suite (Word, Excel, Access, PowerPoint, Outlook, Tableau, SharePoint, InfoPath, and Visio)

CRM Software: Confidential, Siebel, Blackbaud and Act; PMO Software JIRA, Clarity, KnowledgeLink, MacWorks, MS Project

Analytics Software: Nielsen, WebTrends; Other Oracle, SAP, Business Objects, and Enterprise.

PROFESSIONAL EXPERIENCE

Confidential, Richmond, VA

Business Solutions Analyst

Responsibilities:

• Key point of contact for PWM Consumer Data Office (CDO) business partners to research, design, build, configuration and operation of niche platforms and implement best practices to improve products, processes, or services.
• Effectively gather and document business requirements from business partners and manage the delivery of proposed solutions.
• Coordinate technical discovery sessions, documenting technical requirements with architects and developers.
• Responsible for providing the Department of Labor and U.S. Confidential(Confidential) reporting needs and data analysis including Client audit requests to support compliance and regulatory deliverables.
• Performed data analysis and business analysis and use SQL and other data tools to extract data, perform analysis and present findings in PowerPoint presentations of excel formats.

Confidential, Richmond, VA

IT Project Manager

Responsibilities:

• Managed strategic projects and initiatives as they relate to the overall DMSS and Anti-Money Laundering (AML) program strategy, compliance to internal standards and regulatory guidelines, project governance, and banking operations.
• Partnered with Operations and Quality Assurance management teams for the integration of a new case management reporting tool by providing support in developing policies, creating procedures, gathering data requirements, producing SLA performance ad hoc reports, and designing process flow templates for the sustainability of the AML program development initiatives.
• Managed the DMSS Business Continuity/Disaster Recovery program by developing and implementing the plan that involved capturing and translating technical data requirements to internal management teams during weekly status meetings.
• Responsible for building out and updating the DMSS executive scorecard by capturing data on a monthly basis: Key Performance Indicators (KPI), SLA performance metrics of customer screening, account discrepancy remediation, onboarding/closures including audit and legal issues.

Confidential - Richmond, VA

Records Management Analyst

Responsibilities:

• Partnered with National IT Policy & Records Management (PRM) leadership, business unit staff and Bank personnel to perform records management activities for National IT resulting in physical records compliance with the System Records and Retention Manual (SRRM) guidelines.
• Improved the records management process transparency and reporting by conceptualizing, designing and managing an employee and manager records management self-service portal using SharePoint as its platform. This involved training staff in the usage of system modules; recommended and implemented process improvements for records management portal effectiveness and conducted regular audits to maintain data integrity.
• Supported Asset Management initiatives by collaborating with IT analysts and team leads to develop procedures to store, distribute and report on hardware inventory. Performed on-going quality assurance and audited data.
• Provided training and assistance to Federal Reserve IT (FRIT) employees with records management policies, standards and guidance. Improved the process workflow by automating and accurately capturing record data entailing the creation, storage, retention, destruction, transfer and compliance of inventory records submitted by employees.

Confidential, Richmond, VA

Project Manager - Risk Management

Responsibilities:

• Partnered with Director of Risk Management for planning, scheduling and executing all stages of Business Continuity Systems management program implementation while managing 10 to 15 technical resources. Assessed business implications for each project phase and monitored progress to meet deadlines, standards and cost targets. Troubleshoot major reporting problems in SharePoint.
• Supported senior process manager in Corporate Planning to provide communication and organization to the monthly business process for the integration of a Customer Account Profitability (CAP) reporting program. Run and maintain project plans larger projects involving Corporate Planning data expansion efforts. Created metrics, attributes, filters, reports, and dashboards created chart types, visualizations and complex calculations to manipulate the data using Tableau.
• Worked with human resources and project stakeholders to support the HSBC integration project managing the delivery of employee data using database and data quality systems to cleanse, integrate and enrich date from a variety of sources. Improved the process flow and reporting measures by redesigning and managing the Master Database using MS Excel with Pivot Tables and VLOOKUP functions to analyze data.
• Collaborated with project management and IT teams by overseeing project risks and issues, requirements coverage, audit results, and producing status reports for the HBC Customer Acquisitions project. Ensured project delivery process and portfolio remained on target and project objectives met using MS Project and Clarity.

Confidential - Richmond, VA

Data Analyst

Responsibilities:

• Partnered with digital marketing and donor analytics teams by tracking and reporting the effectiveness of marketing campaigns.
• Discovered and communicate fundraising trends by analyzing results across the entire donor and sponsor base.
• Wrote SQL queries to generate ad hoc reports and segmented email and direct mail lists by pulling data directly from CRM database and Enterprise Data Warehouse.
• Conducted qualitative data analysis to determine customer segmentation and usability of profile data.
• Provided improvements to reporting and data capabilities to help the organization understand the analytic results.

Confidential, Richmond, VA

Master Data Management Analyst

Responsibilities:

• Managed a data conversion process related to a major acquisition with another major food distributor.
• Oversaw the process flow for cross-referencing vendor and catalog items to match with master data to other systems while supervised the efforts of these activities performed by three project coordinators.
• Performed data analysis and reporting of company's conversion data structures by collaborating with management, 3rd party vendors and stakeholders to develop and execute data strategies that improve and optimize the company's data capabilities.
• Subject matter expect (SME) to oversee the entire process of Electronic Data Interchange (EDI) implementation for various customers and acted as liaison between trading partners within the food retail industry.
• Designed and developed inbound and outbound handling of EDI documents with common and custom placeholder for data translation and storing legacy data. Designed error-handling approach for the EDI framework.
• Created and performed SQL queries to develop and distribute reports and cross reference assignments from data extracted in SAP into MS Access.

Confidential - Chicago, IL

Reporting Analyst

Responsibilities:

• Performed data analysis and reporting for the internal operations of Mobility Services by collecting and analyzing data, identifying trends, creating charts/graphs for illustration, and present results to senior management teams.
• Produced and distributed line of business forecasting, budgeting, projections, and trend and variance analysis reports.
• Translated post incident analysis for trending and data accuracy by analyzing data and manipulating it to find patterns and irregularities in sales performance.
• Created various ad hoc reports and report folders in Confidential to assist managers to better utilize the program as a sales tool and configured various reports for different user profiles based on the needs of the organization.
• Produced custom Confidential dashboards and gave accessibility to dashboards for authorized people.

Confidential, Richmond, VA

Marketing Project Manager

Responsibilities:

• Responsible for overseeing end-to-end marketing project plans were launched and remained on schedule until completion for Long Term Care Insurance.
• Managed the process of marketing materials to meet internal and external business and legal standards by following appropriate corporate standards and approval processes.
• Evaluated the effectiveness of marketing materials, recommended appropriate changes, and prepared reports to analyze marketing actions and strategies.
• Designed and executed creative strategies to educate employees about the business and operations activities.
• Managed various marketing campaigns by performing data reporting analysis to analyze telemarketing campaign activities for lead generation, sales service, and appointment setting for the call center operation.
• Designed and created queries to extract caller activity data entered in Confidential .com to generate daily activity and pattern reports by querying and extracting data from Confidential.com into MS Excel.
• Assisted clients from various industries with content inquiries and complex ad hoc reporting requests using macros in producing customer reports that showed data gathered in a compelling, clear and concise manner.
• Resolved problems with reporting in providing quality assurance of reporting systems.