SUMMARY

• Seasoned Product | Project Manager wif deep experience in Finance, Analytics, Marketing and Systems - related projects; Enthusiastic, proactive self-starter and team player who produces strategic deliverables based on insightful analysis, cross-functional collaboration/partnership, resource planning and high-touch project management.
• IT Project Management, Office Administration, Product Development /Management;
• Requirements Development, Cloud Computing / ERP Systems Implementation;
• Product Rollout; Database-driven Economic and Scenario Modeling; Excel Modeling;
• Budgeting, Forecasting, FP&A/Reporting, Activity Based Costing, Process Modeling. eCommerce Management, Marketing Analytics, Loyalty Marketing, U/me U/X design;
• Financial Services, Credit Card, Biotech, Consumer/Big Box, eCommerce

TECHNICAL EXPERIENCE

Software/Databases: Advanced MS Excel/Word, MS Project, Access, PowerPoint, SharePoint, Tableau, Business Objects/SAS, SQL, Clarity.

Methodologies: Program Management, Data Mining, Channel Metrics Analysis, System Implementation, Budgeting, Forecasting, FP&A, Business Process KPI.

Others: Asana, Slack, Visio Flowcharting, Google Adwords, Lawson Financials, Paradox (SQL based), Merger-related Workload Management.

PROFESSIONAL EXPERIENCE

Confidential, San Francisco, CA

eCommerce/Traffic Manager Consultant

Responsibilities:

• Strategize/ optimize web site traffic using Google Adwords, A/B Testing / MVT testing, Omniture;
• Develop social strategy, analyze / understand KPI metrics, implement changes;
• Performance Achievements: Quadruped conversion rate while decreasing cost/conversion by 60%.

Confidential, San Francisco, CA

Program Manager,

Responsibilities:

• Interviewed stakeholders, documented process flows, produced Risk and Control Self-Assessments, Visio diagrams, other documentation to assess operating and financial risk;
• Developed overall plan for and participated in the review and development of new Risk Management processes, facilitated senior management and stakeholder review and approval sessions;
• Partnered wif business line manager or product manager to resolve inherent risks, implemented SOX-style internal audit controls to mitigate risks (Funds Transfer / Project Management processes).

Confidential, Emeryville, CA

Implementation Consultant Manager

Responsibilities:

• Implemented Adaptive Insights ERP, a cloud-based GL/FP&A system at Japanese Biotech;
• Determined scope, met wif stakeholders, gatheird requirements, developed use cases, managed QA testing process, validated test data and financial outcomes;
• Facilitated meetings wif User Groups, U/me development, designed reports, managed soft roll-out to end users, ad hoc/workload management, on-time and under budget;
• Partnered wif scientists, business line managers, corporate finance and systems managers to ensure all legacy functions and capabilities translated to new environment.

Confidential, San Francisco, CA

Project Manager and Financial Analyst

Responsibilities:

• Performed various product and platform merger-related duties related to Wachovia- Wells Fargo transaction; Wealth, Brokerage and Retirement product and systems consolidation into Wells Fargo’s Digital Channels Products Portfolio (eCommerce channel);
• Partnered wif Product Groups, coordinated product integration, services consolidation, data mapping, customer communication, merger/technology workload management, website development (U/me and U/X), customer communications and reporting;
• Developed dashboard status reporting; KPI analysis, performed financial analysis of bu.

Confidential, San Francisco, CA

Sr. Financial Process Consultant

Responsibilities:

• Managed monthly close process for PMO, monitored spend (actual vs. forecast), formalized new project reporting processes for portfolio of investment and technology-related projects;
• Developed management level reports (KPI, cost analysis, revenue analysis, ROI, spend, etc.);
• Partnered wif technology groups, cost center managers to report on project status and spending.
• Liaised wif data center, produced requirements, participated in vendor selection criteria development.

Confidential, Bentonville, AR

Sr. Business Analyst

Responsibilities:

• Developed concept document, built financial and operating model for eValues, online based loyalty program using predictive analytics and multiple rewards to encourage loyalty and increase spend;
• Worked wif multiple internal and external stakeholders, including suppliers, product groups, technology, marketing, compliance, user experience, development, operations, customer service, senior group finance to develop program and system requirements (U/me and U/X), model profitability, break-even, establish program metrics, KPI;
• Mapped key membership revenue-cost metrics relationships to provide insights to spending, developed revenue and participation scenarios based on membership assumptions;
• Developed and updated project communications and status reports to stakeholders.
• Modeled financial scenarios in Excel, focusing on spending economics, customer segmentation, KPI, and roll-out expenses;
• Budgeted, managed and reported on $950K project.

Confidential, San Francisco, CA

AVP Marketing Manager

Responsibilities:

• Hybrid Product Development Manager and Finance role, credit card product launch, customer loyalty program cost restructuring, PMO duties, GL/P&L responsibility for portfolio expenses;
• Developed business case RFID-enabled credit card (both Excel and text, P&L, Risk, ROI, NPV, Payback, KPI, etc.), partnered wif Finance, Legal, Marketing, TSYS transaction processor, loyalty marketing groups and Visa/Master Card to ensure adherence to consistent and workable business requirements; manage/analyze A/B testing; MTV testing analysis.
• Managed end-to-end customer communications, prepared strategy briefs for senior management, product development concept briefs, eCommerce management (U/me, U/X), campaign management, produced marketing collateral and eCommerce briefs related to product launch;
• Performed financial analysis of business lines, marketing analytics, consolidated loyalty platform;
• Managed budget for loyalty programs: consolidated loyalty program expenses, portfolio P&L reporting, business lines analysis, managed monthly closing process, corporate/regulatory reporting.

Confidential, San Francisco, CA

Sr. Financial Consultant

Responsibilities:

• Using activity based costing analytics, built multi-channel (retail, wholesale, internet and correspondent channel) multi-product forecasting model for newly merged bank’s portfolio of home equity and mortgage loans, provided ongoing financial support and merger-related workload management to executives (Wells Fargo - Norwest Merger);
• Analyzed and dissected loan pipeline(s) by channel, built consolidated financial and reporting model wif various timeframe rollup, including P&L, volumes, developed use cases;
• Automated and produced on-line dashboard reporting capability, benchmarking, KPI metrics analysis, sales volume projections, margin analysis, wat if/scenarios, income planning.

Sr. Business Analyst

Confidential

Responsibilities:

• Built and developed automated resource planning and costing tool for Confidential ;
• Performed complete benchmarking analysis (activity, labor, cost, other financials and output) of dis internal internet service provider, developed use cases;
• Modeled and determined precise cost estimates (using Activity Based Costing) of multi-channel web-based marketing campaigns (internal web banner, e-mail campaign, 3rd party web site banner), including FTE, external, contractor, finance, creative and vendor resources;

Sr. Business Analyst,

Confidential

Responsibilities:

• Managed post-merger system consolidation of various products in a program office setting;
• Planned and managed fee/product consolidation initiative w finance, systems, legal, marketing, compliance, operations and customer service, internal and external communications;
• Developed excel-based performance metrics: revenue and pricing KPI, competitor’s fees, exceptions, product structure, activity levels, balances;
• Performed end-to-end QA testing cycle wif HOGAN systems group and external vendor (check processor), developing test conditions and use cases, determined risk scenarios, internal and external communications strategies;
• Led/managed quarterly forecasting for bank-wide deposits.

Confidential, Jacksonville, FL

Banking transition Consultant

Responsibilities:

• Led cross-functional team of bank employees, compliance, operations, customer service, technology vendors and external consultants tasked wif planning/executing ATM system and machine conversion (3,400 machines, 5 states) and branch technology platform (teller stations);
• Directed/Managed merger related processes, worked wif testers, vendors/business partners for scope/sizing;
• Scheduled outages, planned technology and equipment updates, advised corporate and state agencies on progress;
• Planned and managed regional signage conversion;
• Achieved on-time, on budget system convergence and product integration;
• Developed training curriculum for bank mergers.

Confidential, San Francisco, CA

Project Manager

Responsibilities:

• Managed end to end transition from SEI/legacy system to Advent Securities processing technology.
• Documented all technology and personnel processes (from executing trade to making journal entries, developed exhaustive baseline capabilities);
• Produced system, user and business requirements, performed vendor due diligence and research;
• Tested functionality and compared to new environment vs. legacy environment;
• Planned for employee training, launched new technology and daily/monthly process, monitored implementation.

Confidential, San Francisco, CA

Market and Product Consultant

Responsibilities:

• Principal financial consultant for downsizing/rightsizing and consolidating retail delivery platform;
• Condensed product platform and cost components of front and back office operations, reducing live teller cost $8 million annually, consolidated loan booking system (AFS/ALS);
• Determined profitability and operational efficiency, reported KPI metrics, redesigned multi-state branch delivery system (including FTE, work flow and system expenses) for greater cost savings;
• Advised on de novo/build or buy transactions.Pre-1999
• Financial Consultant: Confidential ’s Electronic Brokerage (product launch: eSchwab)
• Finance Manager: Confidential, Retail Trust Services Delivery, Transfer Pricingther
• Volunteer work: Taproot “Pro-Bono” Consultants, Friends of the Elderly
• Marathon runner (7 X)