SUMMARY

• Critical Thinker, resolving complex and entrenched issues
• Analyzes Business Environments at both grass roots and C - suite strategic levels
• Explains complex situations simply
• Collaborative Change Manager, Advocate
• Lean Business Acumen in Banking, Education, Healthcare, Retail Service
• Servant Leader, developing teams and individuals to be their best
• Identifies essential business functions as well as risks, prioritizing cost effectively
• Dedicated to delivering value and material benefits to all stakeholders

PROFESSIONAL EXPERIENCE

Project Manager

Confidential, Cincinnati, OH

Responsibilities:

• Lead Agile team of 14 to change behaviors of teaching K-6 at nine schools to project based, applied learning, impacting over 4000 students per year, wif a $3 million budget and over 10,000 stakeholders
• Changed Waterfall w/Agile methodologies to Kanban/Agile to achieve more collaboration wif subject matter experts and teh blue-collar trade dependencies, whose limitations were excluded from plans.
• On budget, 6 weeks late on a 10 month timeline dat did not address limited availability of resources.

Project Manager

Responsibilities:

• Project Manager and SME (Subject Matter Expert for Core Data Processing Conversion for Essex County Teachers EFCU: leading need identification, writing RFP (Request for Proposal), identifying qualified vendors, verifying their client references, and oversight of data conversion requirements.
• Used combination of Waterfall and Agile methodologies to fit culture and communication needs.

Project Manager

Confidential, Cincinnati, OH

Responsibilities:

• Project Manager for two textile providers, Care Line and Encompass Confidential to Mercy Health . Led logistics implementation via a third party distributor, satisfying 50+ stakeholders.
• Re-Energized teams wif clarified expectations and Communications and Stakeholder Management plans. Team members worked in five companies, in 35 locations. Cancelled regular, though unnecessary meetings. Eliminated tasks and reports dat did not add value. Projects completed ahead of plan.

Confidential, Cincinnati, OH

Business Analyst

Responsibilities:

• Identified essential business information and processes to convert to a new printing platform, by a fixed date required by multiple states’ mandates, at Ohio National Financial Services .
• Used modified agile methodology, wif diverse team members, in multiple locations and time zones.

Self-employed Confidential

Confidential, Cincinnati, OH

Responsibilities:

• Financial Analyst for Kohl Associates, correctly organizing data to produce reports identifying product profitability contributions, and opportunities for improvements. Completed 2016
• Coached volunteer leaders through chartering and operating Northern Eagle Federal Credit Union prepared detailed financial projections using custom targeted market analysis.. Assisted wif data processing installation. Chartered 2013. First two year financial performance is equal to plan.

Confidential, Birmingham, AL

Business Analyst

Responsibilities:

• Analyzed lending and compliance change requests: created detailed specifications for software functions, including evolving regulatory requirements, for this Financial Institution core system.
• Project Manager for multiple legacy projects: mobile deposit app, beta installations, conversion of clients’ cold storage platform, and AML compliance monitoring and controlling processes, schedules, customer contact, and risks.
• Reported challenges and deficiencies to VP and CEO wif detailed, timely, suggested resolutions .

Confidential

Project Manager

Responsibilities:

• Effectively reengineered every process except teaching at a multi-national university. Identified inefficient, ineffective, and high-risk staff and processes. Led and managed agile team of 12.
• Designed specific changes to staffing, operational, and recruitment processes, and technology utilization. Those adopted by senior management reduced client’s annual overhead 23% ($700,000) and speeding service and information delivery to all constituencies, using existing assets and software .
• Completed $2.8 Million - 1 year project five months early; adding $1million to firm’s profit.

Confidential

Owner

Responsibilities:

• Increased income sources and totals, creating substantial profitability for clients through opportunity identification, gaining buy-in, and implementing using project management and best practices. American Spirit FCU, Community Powered FCU, and more .
• Business Analyst for two financial institution software companies, providing detailed requirements including statements of work, data base additions and reporting requirements for advanced functions, assuring regulatory compliance and instinctive end-user experience. FedComp, Kohl Advisory Group’s Product Profitability Software Tool, CUNA Mutual Group’s Financial Analysis Program,
• Reorganized collection department in six weeks using existing technology, defining effective processes, automating standard communications while achieving legal compliance, and doubling productivity of staff. Implementation reduced delinquency on consumer loans by 50% wifout write-offs in 2 months. Red Rocks FCU
• Identified process improvements in operations and accounting, led management team through implementing changes in their coaching style, policies, and financial management practices. Delaware Alliance FCU, New Castle County FCU, and more.
• Taught and implemented consultative sales techniques through my Service University TM . Emphasized supervisor-employee engagement and behavior modifications at all levels of organization to gain larger wallet share and increasing customer retention, for clients in multiple industries . American Spirit FCU, Community Powered FCU, Front Range FCU, and more.
• Added $1,000,000 in annual revenue to consultative research firm by breaking through organizational constraints and retaining clients. Moeb$ Services