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Financial Services Coordinator/ Communications Specialist Resume

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SUMMARY:

  • Confidential is a Transformation & Change Management and Communications Specialist who has over 10 years of experience in the field.
  • Throughout her career, she has worked in both upstream and downstream roles with various oil and gas clients.
  • She was also the Senior Communications Specialist in the Office of the CEO for Confidential and completed an implementation project for a new document management system .
  • She is well versed in change and project management methodologies including Shell's Project Delivery Framework, the Agile Scrum Project Management Methodology, Prosci's Change Management Methodology, and Shell's Change Management Architecture.
  • Throughout her career, she has worked on projects that implement changes to business processes, systems and technology, as well as leader and staff behaviors.
  • She was responsible for change management deliverables across multiple projects, as well as multiple works streams within a single project.
  • She has demonstrated extreme thoroughness in accomplishing tasks and demonstrating concern for all areas involved, no matter how small, all the while utilizing problem - solving strategies to overcome obstacles, in order to meet the goal of "on time" delivery.

SKILLS AND COMPETENCIES:

  • Knowledge of Compliance/Controls
  • User Documentation
  • Aids
  • Document Libraries
  • Microsoft SharePoint
  • Microsoft Project & Visio
  • IT Incident Management Systems
  • Content Management Systems
  • Document Management Systems
  • Microsoft Office Suite
  • Shell PDF Methodology
  • Meeting Facilitation
  • Stakeholder Analysis and Engagement
  • Communication Plans
  • Plans
  • Negotiation Methods
  • Project Dashboards
  • Document Design

CAREER HISTORY:

Confidential

Financial Services Coordinator/ Communications Specialist

Responsibilities:

  • Worked directly with Corporate Finance and made strides bringing stakeholders together to identify development needs and design and develop learning solutions to improve the workforce.
  • Expanded and rolled out multiple finance programs that were directly relevant to the needs of Financial Services in that it improved job skills and ensured compliance with new accounting rules and SOX regulations.

Confidential

Change Manager/Communications Specialist

Responsibilities:

  • Developed framework for organizational change management methodology and key change management principles and framework for Confidential .
  • Performed CM role for OCI project (Operational Cost Information), operations focused project that will improve MOC’s ability to manage and control costs. Deliverables included a communications plan, stakeholder identification and management, and testing plan, a branding strategy and the overall CM strategy.
  • Developed the plan for the Information Technology Extended Leadership Team meeting including activities to define IT’s mission and vision and a leadership activity.
  • Mentored newly hired intern providing input and guidance for IT communications’ deliverables.

Confidential

Transformation & Change Management/ Communications Specialist

Responsibilities:

  • Joined the Confidential practice as a Change Manager with 10+ years of experience in multiple industries including oil and gas.
  • Selected by Senior Consulting Partner for major change management initiative known as the “Phoenix” project.
  • The purpose of the project is to revamp and roll-out the employee development cycle for all of Confidential consulting (Energy, Natural Resources, and Utilities).
  • Key deliverables include: identification of stakeholders and definitions for their associated job roles by practice, development and execution of the communications plan, documentation and on the Confidential Competency Model including setting employees’ goals and objectives and the performance appraisal process including plans for career progression.
  • Revamped Confidential ’s Change Management templates for consistent layout and format.

Confidential

BA/Change Manager/ Communications Specialist

Responsibilities:

  • Facilitated workshops to compile and write business requirements (both technical and functional requirements) for the Technical Landscape Storage Project.
  • The project provides a service on a new platform that handles the technical users’ “large data” storage requirements for the long term.
  • Interviewed and collaborated with the Subsurface Data Manager and business customers including SME’s (subject matter experts) to create a communications and stakeholder engagement plan.
  • Identified and engaged stakeholders to explain and build support for the project through presentations, meetings, conference calls, and communications.

Confidential

Change Manager/ Communications Specialist

Responsibilities:

  • Determined project change management requirements, including leader mobilization, stakeholder analysis and engagement, communications, and in conjunction with PM and Programme Change Manager for Smart M project. The project consisted of multiple work streams —work process, template creation, and an IT Portal tool. (Smart M streamlines downstream manufacturing work processes and enhances collaboration among 11 sites and remote technical resources to deliver early identification of and response to asset threats. Benefits include improvement and optimization of safety and reliability, yields for margin, technical knowledge retention, and effectiveness of M work processes.)
  • Contributed to the organization and/or implementation of numerous Smart M Programme Change Management and Communications efforts including a Smart M project glossary, newsletters, weekly team synch meetings, monthly site touch point meetings, team workshops, team meetings with IT (Information Management) for the development of the portal tool, documentation for the portal tool, a communications mailbox, FAQ's, various project related presentations, team building activities, and project action logs
  • Developed and distributed Smart M Highlights, a newsletter providing updates on both the global team and the sites with news on the mechanics behind the Smart M Programme, including the SharePoint site, the people on the programme, and the status of TMPs (Technical Monitoring Plans), work processes and tools.
  • Developed programme news reports for wider Shell audience via the newsletter known as MSD IT Newsflash.
  • Analysed, evaluated, and recorded findings on document collections for use in the Site Change and Implementation Leaders' tool kits.
  • Analysed, administered, and updated SharePoint 2007 and 2010 team web site.
  • Developed change and communications plan for a “project within a project”— the conversion of the 2007 team site to SharePoint 2010 including documentation for team members to locate and clean up their own files in order to prepare for the migration.
  • Administered and promoted the social networking tool Yammer as a channel for project communications and collaboration.
  • On boarded new change team members.

Confidential

PMO/Change Manager/ Communications Specialist

Responsibilities:

  • Designed/implemented communications and plan for a new electronic P2P solution established to improve productivity and establish controls for the procure- to-pay function in GCRO (the Gulf Coast Recovery Organization).
  • Identified and engaged stakeholders to explain and build support for the project through presentations, meetings, conference calls, and .
  • Met and collaborated with stakeholders to map and document the P2P workflow and user roles.
  • Consulted with a range of personnel/subject matter experts/management/project team to identify and documentation needs.
  • Defined/tracked project work using Microsoft Project.
  • Developed documentation, user job-aids and quick guides.

Confidential

Senior Developer/ Communications Specialist

Responsibilities:

  • Identified and categorized stakeholders by their specific roles, contacted stakeholders directly and sent regular communications for the upgrade of FASTLANE the POS (Point of Sales) tool used at the WM sites and central administration.
  • Defined/tracked/collaborated on project work using Rally (Agile/Scrum Methodology).
  • Provided solution that improved productivity and assisted personnel in better utilizing systems in all areas of the business.
  • Implemented standard processes and procedures.
  • Consulted with a range of personnel from subject matter experts to management and project teams to identify needs.
  • Retooled existing materials - information update or modification of delivery presentation (i.e.: instructor led materials to distance learning presentation).
  • Developed FASTLANE guides, job-aids and quick guides.
  • Designed, developed, produced, delivered, measured and evaluated programs using mastery learning criteria and adult learning principles.
  • Analyzed and documented the reporting feature for the FASTLANE tool.

Confidential

Web Content Administrator/ Communications Specialist

Responsibilities:

  • Responsible for stakeholder identification and communications, end user documentation, web based and user acceptance testing for the implementation of MORTI, the new the electronic tool for the submission of grant applications.
  • Analysed and documented integration points for the existing grant submission process and MORTI.
  • Set clear expectations with the project team including regular status reporting, team meetings, conference calls.
  • Researched, reviewed, wrote, and edited both the internet and the intranet content for Confidential .
  • Consulted with a range of personnel/subject matters/management and project team to identify needs and to solicit and verify information updates and new content for the institute's intranet/internet content.

Confidential

Change Manager/ Communications Specialist

Responsibilities:

  • Change Manager for PI Remediation project (Process Control Software) for twelve refinery and chemical sites (the Americas, the Netherlands, and Europe) in preparation for implementation of Vista.
  • Designed communications for a second project - the InTools Americas project. InTools is an instrumentation solution that manages and stores plant instrumentation and control system history helping to prevent unscheduled shutdowns by better planning maintenance.
  • Responsibilities: Mission statement, project plan updates (Shell Project Delivery Framework), stakeholder management, project dashboard, graphics, PowerPoint presentations, action log, coordination and chairing managers' and application focal points' meetings, documentation and distribution of meeting notes and checklists, regular communication with application focal points in order to track and follow up on project issues, creation/updating of communications matrix (Awareness Message, Pre-Go Live, Go Live Message, etc.).
  • Set clear expectations with the PMO and project team including regular status reporting.

Confidential

Senior Trainer

Responsibilities:

  • Trained clients in a wide variety of software including MS Office Suite, FrontPage, etc.
  • Wrote materials to support classes.

Confidential

Policy Analyst/ Communications Specialist

Responsibilities:

  • Reviewed, proofed, and edited the hospital's Academic, Administrative, and Clinical Institutional Policy and Procedure documents (approximately 900 documents) in preparation for implementation of Documentum.
  • Created a new style guide and template and applied the template with the newly created styles to the policy and procedure documents to ensure consistent formatting.
  • Analysed and documented integration points for the existing document management system and Documentum.
  • Created workflow diagrams in Visio for the new system's document review and approval process.
  • Managed the impact of the new document management system by building support and addressing resistance via regular communications, meetings, and conference calls with faculty and staff.
  • Identified and categorized stakeholders by their specific roles, contacted stakeholders directly and sent regular communications in preparation for the Documentum implementation (electronic document management system) for the hospital's Academic, Administrative, and Clinical Institutional Policy and Procedure documents.
  • Incorporated existing workflow and associated staffing analysis to assign Documentum roles to business users.
  • Acted as advocate for users, making recommendations and change requests in advance of Documentum Go-Live date.
  • Designed, coordinated, and participated in user acceptance testing and created documentation and quick guides.
  • Coordinated and conducted for the hospital faculty and staff. Trained and supported users on the application of the new styles/template to documents and the use of Documentum for the workflow process and management of the documents.

Confidential

Senior Implementation Specialist/ Communications Specialist

Responsibilities:

  • Created and implemented communications and plans and all associated CM deliverables such as guides, e-mail communications, and intranet postings that clarified and "marketed" IT changes for multiple project implementations and/or new policies and procedures.
  • Built support and addressed resistance to new systems and procedures such as Blackberry security via regular coaching, communications,, meetings, and conference calls.
  • Analysed and documented integration points for the new and existing service desk systems to facilitate the Altiris implementation.
  • Wrote guides/ manuals and organized and taught Altiris Service Desk system classes (new IT incident management system).
  • Successfully designed and executed a multi-facetted communications project to prepare employees for hurricane season. This included a mail out campaign, intranet postings, information meetings, and the assembly and distribution of a "Hurricane Preparedness" kit for employees at all thirteen business units with translations for non-English speaking employees.
  • Identified and categorized stakeholders by their specific roles, contacted stakeholders directly and sent regular communications before and throughout all phases of project implementations.
  • Set clear expectations with the PMO and project team including regular status reporting.
  • Promoted the s of the Information Technology Department by writing about the department on the intranet, especially when there were "behind the scenes" efforts that were likely to go unnoticed.

Confidential

Change Communications Specialist

Responsibilities:

  • Worked in conjunction with e-Business and e-Technology on the implementation of SharePoint, setting up a Corporate Communications team site and a portal page for the Inside Confidential newsletter.
  • Worked with the graphics team to design a new look and feel for Inside Confidential, the company newsletter.
  • Built support and addressed resistance to new systems such as SharePoint and the newly designed newsletter via regular coaching,, communications, meetings, and conference calls.
  • Proactively researched company news and information.
  • Wrote for accuracy and clarity while keeping the needs of various audiences in mind.
  • Met regularly with various departments to design communications based on customer needs.
  • Coordinated the content and production of Confidential Investments' Web-based employee newsletter ( Confidential Atlas and the newly designed Inside Confidential ) on a daily basis, including writing, editing, photographing, publishing for the company intranet.

Confidential

IT Analyst/ Communications Specialist

Responsibilities:

  • Created and implemented communications and plans and all associated CM deliverables (stakeholder identification and analysis, communications, user documentation, classes) that clarified and "marketed" IT changes for multiple project implementations and/or new policies and procedures across multiple locations. The projects included third party vendor and proprietary software, while others were standard Microsoft Windows and Office applications and the associated upgrades.
  • Promoted/marketed the benefits of software changes and provided a method and encouragement for class registration and attendance. Also taught these classes for existing and newly acquired office locations.
  • Provided phone and desk side support to resolve software and hardware issues and documented and managed tickets in the Remedy incident management application, followed up with clients, added resolution information and closed tickets.
  • Created and implemented communications and plans and all associated CM deliverables for Remedy (IT Service Desk application) implementation for the entire IT Department.
  • Audited and rated recorded calls for customer service and procedural requirements.
  • Facilitated communication within and between members of Information Technology (IT) and other groups by documenting and distributing contact information, best practices and procedures.
  • Responsible for workflow analysis and user acceptance testing as needed.
  • Set clear expectations with the PMO and project team while assigned to projects including regular status reporting.
  • Administered IT paging system. Wrote and distributed countless IT communications "on the fly" to manage communications regarding IT service outages and updates.

Confidential

Senior Trainer in Corporate Resources (HR)/ Communications Specialist

Responsibilities:

  • Successfully completed project for HR Department's implementation of PeopleSoft HRMS. Tasks included a communications plan, the identification of stakeholders and defining of stakeholder roles, meetings with key stakeholders to define action plans, and the creation of process flowcharts, such as the input of employee data, new hire process, transfer process, employee termination process, etc.
  • Incorporated existing workflow and associated staffing analysis to assign system roles to business users.
  • Promoted the benefits and communicated the business case in advance of multiple software implementations (such as MS Office applications); identified the stakeholders; encouraged enrolment in classes; created documentation, and conducted end user .
  • Completed needs analysis and evaluations to analyse and improve classroom .
  • Managed the impact of changes by building support and addressing resistance via regular communications, meetings, and conference calls with stakeholders.
  • Communicated business case, created documentation, and performed demos for new software, such as a time and attendance system, in large group auditorium setting.
  • Provided phone and desk side support to resolve software questions and problems.
  • Designed and provided custom which included writing communications and materials for:
  • Customers in Retail Marketing who required remote access for laptop systems.
  • The users in Corporate Resources who use Microsoft Project for project planning.

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