SUMMARY

• Seasoned professional with more than fifteen years of organizational experience with roles enhancing skills relevant to coalition building, customer service, administration, project management, change management, research, and data analysis.
• Resolving complex problems. Researching information utilizing all search engines and by conducting stakeholder interviews.
• Communicating with diverse groups, motivating and influencing, goal and agenda setting, building strategic relationships.
• Writing, proofreading, editing, and formatting print and electronic publications.
• Interpreting and enforcing policies and standards. Documenting details, while summarizing key points.
• Entering, manipulating, and analyzing data. Auditing data for defects/ resolving erroneous data.
• Microsoft Word, Excel, PowerPoint, Access, Publisher, Project, Visio, SQL, Outlook, LiveMeeting, Lync, OneNote, InfoPath, SharePoint.
• IBM Lotus Notes, SPSS Statistics, HPQC Quality Center, HP ALM Application Lifecycle Management.
• Tableau, TIBCO Spotfire, MicroStrategy Analytics, Oracle BI 11g, Oracle R12, PTC Windchill PDMLink, Cisco WebEx & VPN.
• SAP PPM, SAP SRM, SAP ECC, SAP BI, SAP E - Sourcing, ARIBA.
• Citrix, Qualtrics, SurveyMonkey, DropBox, Google Drive, Google Docs, Google Forms, Google Picasa, VAN, MiniVAN.
• DTC, EDI, Bloomberg, Online, SEDAR, Standard & Poor, D&B Supplier Risk Manager.

PROFESSIONAL EXPERIENCE

Business Process Consultant II

Responsibilities:

• Works in tandem with WBS Risk Management Lead to understand LOB business strategy, applications and processes.
• Uses diplomacy to establish collaborative relationships with WBS leaders and risk, technology, and LOB partners.
• Provides centralized support to WBS managers and teams to manage and implement various risk management programs.
• Works with engagement managers and application owners to champions a strong risk management culture within WBS.
• Provides WBS business process expertise to our risk partners to ensure compliance with enterprise and LOB policies.
• Interacts with various levels of business, risk, compliance, and technical professionals.
• Liaises between risk and compliance professionals, and engagement managers, application owners, and issue owners.
• Incorporates communication strategies to help WBS team members adopt behavior that mitigates risk.
• Develop and maintain tools and templates allowing WBS to report/present on VeRA, Issues Management, and eRecords.
• Participates in initiatives to ensure that WBS understands, adopts, and implements standards to manage information risks.
• Provides support to WBS by helping team adhere to policies and procedures, and tracking the remediation of issues.
• Supports WBS Risk Management Lead in the Issues Management & Escalation Process, Third Party Risk Management, eRecords Management, and Global Data Protection Policy and Information Lifecycle Management.
• Serves as WBS subject matter expert for VeRA Standard and exception requests, Structured Application Data/ eRecords, and Issues Management.
• Manages the Versatile Remote Access initiative for WBS to ensure the protection of Confidential infrastructure, corporate data, and customer assets to align with applicable laws and regulations.
• Partners with Enterprise Access Management, Remote Access Services, Network Security Services, Endpoint Security Engineering & Emerging Services, Cyber Risk Management, Human Resources, Information Risk Management, and Third Party Risk Management to submit VeRA requests in @Work, obtain VeRA exceptions via Policyworks, gather requirements used for VeRA engineers to develop Citrix, Gatekeeper, and WSAM solutions, add non-managed resources to VeRA groups, facilitate UAT sessions, prepare workflows and training decks, and facilitate training sessions.
• Uses International Wholesale Central Compliance strategy for remediation of issues and corrective actions.
• Partners with Regulatory Compliance Risk Management, and Wholesale SOX Issues Monitoring and Validation.
• Liaises with International Group Testing Team, Confidential Audit Services, Group Controllers, Committee of Sponsoring Organization of the Treadway Commission (COSO), and Enterprise Controls & Oversight on validation of remediation.
• Responsible for gathering status updates from Corrective Action Owners to enter in the Shared Risk Platform (SHRP).
• Uses the SHRP Reporting application and Operational Risk Platform/ Operational Risk Reporting (ORR) for information.
• Works as an extension of Technology Risk Management to roll out the End User Computing Tools (EUCT) initiative for WBS.
• Partners with Information Risk Management by working in tandem with the records coordinator for International Wholesale to ensure that business application owners and technology managers complete the Records Classification Application Assessment (RCAA).
• Serves the area of Records Management by working with WBS application owners to ensure that if an application is a system of record that risk is accepted or that they submit a remediation plan to comply with standard eRecords business requirements.

IT Business Analyst

Responsibilities:

• Served as an optimization analyst across multiple workstreams in the global risk and compliance organization.
• Assisted in driving strategic initiatives and optimization opportunities.
• Provided capacity management analysis, oversight, and resource forecasting.
• Organized Test Lead Forums, prepared meeting agendas, took minutes, and uploaded project artifacts to SharePoint.
• Provided training and job aids in preparation for system releases, and tracked training attendance to grant system access.
• Monitored shared mailbox, and responded to questions about Capacity Management processes and tools.
• Made updates to Access databases to ensure accurate data for the test inventory, tester organization, and testing activities.
• Used Excel features to audit data between various tools, and Spotfire to review workforce analytics.
• Maintained Excel report to provide metrics on the completion rate of various audit requirements.
• Conducted pre-audit activities for the Capacity Management team in preparation for internal audits.
• Conducted pre-audit activities for the Test Development team in preparation for an external audit by OCC.
• Executed procedures to provide sufficient audit evidence to conclude the adequacy and effectiveness of the system controls; compliance with the applicable laws, regulations, and policies; and the reasonableness of data.
• Analyzed audit results, and provided feedback to Capacity Management to enforce global compliance and risk policies.
• Managed relationships with capacity leads and audit liaison to provide continuous monitoring of activities.
• Identified impacts to planning and reporting requirements in the assessment of risk and controls.
• Partnered with audit liaison to understand requirements and to provide training and direction to capacity leads.
• Performed analysis of business testing across the Enterprise Independent Testing organization.
• Met with business partners and task-owners to understand the roles/responsibilities.
• Analyzed incremental processes while documenting analytics in Excel.
• Maintained forecasting models and used analytics to improve forecast accuracy.
• Worked with representatives of various LOBs to understand specific information that affects forecasts.

Business Process Analyst II

Responsibilities:

• Served on projects for integrated SAP initiative, Serraview initiative, and SharePoint 2013 migration.
• Developed SharePoint workflow tool to capture voice of the customer, and to facilitate enhancement and training requests.
• Managed project to improve the Sourcing and Procurement Process for construction projects through the use of a SharePoint workflow tool.
• Responsible for leading all aspects of the change initiative; requirements documentation, testing, communication, training.
• Acted as a liaison between the end-users, technical analysts, information technology analysts, and consultants in the analysis, design, configuration, testing and maintenance of the new Project Management system to ensure optimal operational performance.
• Tracked and fully documents changes for functional and business specifications.
• Wrote detailed universally understood procedures for permanent records and for use in training.
• Created documentation of the PMO business functions and processes through interviews with business stakeholders.
• Identified, defined and documented business needs and objectives, current operational procedures, problems, input and output requirements, and levels of systems access. Also created job aides and developed interim processes.
• Identified opportunities for improving business processes through information systems and/or non-system driver changes.
• Assisted in the preparation of proposals to develop new systems and/or operational changes.
• Read SAP PPM Project Management system and functional technical literature and translated into business language.
• Assisted in developing a change management strategy for the PMO related to the project management implementation.
• Conducted change impact analysis to assess implications of changes; documented rules, functions and requirements.
• Participated in user acceptance testing, and testing of new Project Management system functionality.
• Helped define, develop and implement quality assurance practices and procedures for end user testing.
• Responsible for ensuring that all documentation reflected the current status of changes and outstanding issues.
• Developed requirements for enhancements, ensured system design fit user needs, and provided technical assistance.
• Assisted in the management of the shared PMO mailbox to respond to process questions for Go-Live Support.
• Engaged with stakeholders to identify, document, develop, and disseminate interim processes for business/ technical gaps.

Business Analyst II

Responsibilities:

• Supported projects relating to change initiatives impacting multiple business units, product lines, and business processes.
• Utilized cross-divisional coordination, communication, influence, and negotiation for projects.
• Provided analytical support for change initiatives; highlighting risks and trends by Category, Sub-Category, LOB, and Region.
• Responsible for significant contributions to the design, development and completion of project deliverables.
• Worked on all phases of initiatives and had leadership responsibility in directing/ evaluating work of more junior analysts.
• Created processes and tools for offshore COE to create reports to drive improvement in sourcing and vendor management.
• Ensured that work products, tools, and training materials were based on the BRD, and were part of the commodity strategy.
• Provided centralized research and intelligence gathering for the Category Management and Vendor Administration teams.
• Conducted internal research into Confidential spend for select categories to create overall spend profiles based on contract portfolios, vendor portfolios, and specific products / services procured by Confidential associates.
• Performed external research to gather market intelligence for select categories in the supply chain.
• Drafted and communicated written presentations summarizing research results.
• Researched and analyzed data to perform Spend Analysis, Contract Analysis, Procurement & Payment Compliance Analysis, Market Analysis, Vendor Analysis, Vendor Financial Risk Analysis, Environmental Sustainability Analysis, Supplier Diversity Goal Analysis, Porter's Five Forces Analysis, SWOT Analysis, TCO Analysis, PESTLE Analysis, etc.
• Served as SME for business intelligence databases and other external tools used for performing market research.
• Attended tollgate meetings for the Category Management Functional Build project and Procurement Optimization Program.
• Analyzed BAC high risk and low risk vendor reports, enterprise critical vendor report, FVRR report for COE risk assessments.
• Used BAC Risk Framework to prepare risk reports as part of COE category risk reporting.

Data Analyst II

Responsibilities:

• Served on procurement projects aimed at improving processes, tools, sustainability, productivity, and supplier master data.
• Provided standard and ad-hoc analytic support.
• Developed goals for commodity managers to achieve in order to achieve metrics established by the VP.
• Created reports to track progress towards goals and metrics, and updated commodity directors of weekly progress.
• Provided monthly sustainability metric update to VP for Conflict Mineral and Business Partner Code of Conduct projects.
• Provided updates on master data process for Payment Terms Project stakeholders.
• Assisted in the management of the 7-Step Strategic Sourcing Program with over 25 sourcing projects in the program.
• Rationalized the number of projects going through the program from 50 to 25 by developing various thresholds.
• Supported the projects taking place across the enterprise through the use of TollGates and RAPID Improvement Events.
• Acted as liaison between business units and project teams in all areas of support and enhancements.
• Helped with processes, tools, and standard work alignment through Global Strategy Reviews.
• Set agenda, took notes, and provided presentation support for TollGate Reviews and Global Strategy Reviews.
• Audited Windchill, Microsoft Project EPM, InfoPath, and Oracle BI databases for project charters, risk assessments, key performance indicators, etc. to update each project score card.
• Coordinated multiple domestic and international Supplier Decision Matrix training sessions.
• Planned a multi-day 7-Step Strategic Sourcing and New Supply Agreement training in the US and in Shanghai.
• Coordinated trainings logistics, catering, registration, procuring of training materials, getting Visa invitation letters from Immigration Services for international travelers, confirming cross functional leaders serving as guest speakers, receiving all presentations, and a dinner.
• Created training documents and presented during the 7-Step training on the TollGate process, the Procurement Action Register, and the project score cards for the program storyboard.

Research Analyst/ Data Analyst

Responsibilities:

• Conducted research and analysis for Equity Research Reports, Historical Securities Pricing, Corporate Actions Data, Ex-Date Service, Unit Investment Trust Data, and Corporate Dividend Data services.
• Researched Mutual Funds, Equities such as Common Stock and Preferred Shares, Real Estate Investment Trust (REIT), etc.
• Engaged with investor relation officers and corporate secretaries for public companies on a daily basis.
• Maintained relationships with vendors to ensure that information used in data feeds were timely, accurate, and complete.
• Analyzed source documents such as e-mails, faxes, letters, news wire services, stock exchanges, SEC filings, and prospectuses and corporate reports inclusive of IPOs, 10-Q filings, 8-K filings, and 10-K filings to gather securities data.
• Compared data entered into system with source documents in order to detect errors before submitting and/or approving.
• Loaded various types of files on the FTP site for shared use.
• Created Excel Templates to use with company systems to automate large data files into internal databases.
• Imported Excel files into internal databases, allowing data to populate in the appropriate fields, without manual entry.
• Utilized SQL, Excel, and Access to analyze and summarize data.
• Ran and distributed reports for departmental use and files for our clients.
• Utilized SQL scripts to run queries.
• Ensured that the data manipulation language included in the SQL statements reflect the desired action for the data.
• Executed the select command in SQL to identify data anomalies.
• Updated SQL scripts to pull data from a specified period.
• Reviewed, edited, and approved data entries.
• Monitored data for quality and maintained logs of data entry errors caught during the approval process.
• Led several projects aimed at cleaning up errors in company databases and at entering large volumes of data expeditiously.
• Identified opportunities to improve business processes.
• Developed processes and procedures to improve data quality, and worked with cross functional teams.
• Created communication plans to notify internal stakeholders of changes to processes, policies, and procedures.
• Managed the shared mailbox to receive and respond to customer and vendor inquiries.
• Received, documented, researched, and responded to external and internal customer inquiries verbally and in writing.
• Conducted training for new hires as well as cross-trained team members and members of other teams and departments.
• Served on project team for new proprietary software resulting from acquiring one of our vendors; where I coordinated UAT.
• Worked with project sponsor and project manager to plan sessions for cross functional input.
• Stayed abreast of regulation such as those from SEC, FINRA, and the eligible dividend legislation enacted in Canada in 2007.
• Developed and disseminated reports of equities with forecasted dividend payments where market intel showed risk.

Finance Division Intern

Responsibilities:

• Organized huddle sessions to help drive departmental strategy.
• Engaged in RFP scoring, MICR implementation planning, Req-to-purchase order processing, and Purchase Order Migration planning.
• Administered Project Plan for external benchmarking activities focused on purchase order processes.
• Served as contact point for updates and expedited task level plans.
• Analyzed sourceable spend across the enterprise and identified opportunities for purchase order process optimization.
• Consolidated benchmarking data and sourceable spend analysis into summary level documents, and worked with leaders to validate results.
• Led effort to develop high-level ABC analysis for the procurement area.
• Assigned, tracked, and analyzed costs within the procurement RC's to process activities.
• Coordinated efforts for Procurement Services management team to quantify process costs across departments.
• Developed reporting processes and formats.
• Used Microsoft Project to track deliverables, and Excel formulas/Tools to analyze data (VLookup, HLookup, Pivot Tables).
• Utilized web based Oracle process from requisitioning through purchase order execution.
• Partnered with Procurement Operations and Commodity Management staff to assist with achieving metrics.
• Reviewed headset RFPs and created a Supplier Decision Price Matrix for headsets.
• Served on POM project where I created a report of "ins" and "outs" of GL accounts, conducted spend save analysis, etc.
• Engaged with suppliers, hosted their visits, toured MICR readability testing facility, reviewed MICR specs, created spec spreadsheet, etc.

Call Center Services Representative

Responsibilities:

• Answered help-desk calls and as necessary dispatched cable, telephone, and Internet repair tickets.
• Processed customer orders and credit card payments in the computer system.
• Updated customer data in proprietary software.
• Reviewed and activated Confidential accounts while providing quality customer service.
• Troubleshot problems related to cable, telephone, Internet, and cellular phone services.
• Continuously met goals to help achieve department metrics.