Cindy Wise
Senior Director ePMO | Strategic Initiatives, Executive Engagement & Support, Corporate Development & Transformation, Program & Project Mgmt, M&A
United States
Summary
Strategic projects leader with over 15 years of experience in actualizing enterprise-wide transformation portfolios in high-stakes, fast-paced, ambiguous environments. Proven ability to synthesize ambitious visions and complex data into actionable plans, driving innovation, optimization, scalability, and growth, ensuring alignment of project priorities to achieve optimal operational performance. Prioritizes diplomacy and integrity and trust to adeptly build trust and influence C-suite and Senior-level executives, cross-functional teams and stakeholders. Poised to deliver multi-faceted initiatives in any business landscape.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Director of Program and Process Strategy
Charles Schwab
Denver, Colorado
08.2020 - 10.2023
- Directed business excellence and transformation initiatives post-TD Ameritrade acquisition, impacting 2,000 employees across interdisciplinary project teams
- Monitored timelines, milestones, risks, budgets, and performance metrics in highly ambiguous environments
- Conducted gap analyses to address complex challenges, aligning program strategy and scope with business goals
- Proficient in process engineering and design, with a strong track record of enhancing operational efficiency and driving cost savings through innovative process improvements
- Adept at developing comprehensive roadmaps and detailed business cases to support organization-wide initiatives and strategic goals
- Cultivated business partnerships at all organizational levels and across diverse audiences
- Compiled, analyzed, and presented data findings and project progress to executive leadership in a concise and calibrated manner, ensuring effective and transparent performance reporting and communication.
Project Executive of Corporate Strategic Projects
Shift4 Integrated Payments And Commerce Technology
Allentown, PA
02.2015 - 06.2019
- Drove strategic growth and expansion projects for Shift4, contributing to the realization of the CEO's entrepreneurial vision and the transformation of a small-scale business into a globally recognized SaaS Fintech
- Collaborated with C-level leaders (CFO, COO, etc.) to identify new business domains, assess strategic fit, source targets, manage deal origination, diligence, negotiations, legal reviews, closings, and integration planning and execution through day 100
- Served as a trusted advisor to C-suite and executive teams
- Delivered high-stakes concept and progress presentations to the executive team, investors, and other stakeholders
- Directed 50+ transformation projects, managing globally scaled, detailed project plans with a flexible and adaptable approach, navigating obstacles, priorities, schedules, constraints, dependencies, resource allocation, quality, issues, reporting, deliverables, and retrospectives.
Business Transformation Consultant
Executive Consulting
Multiple
02.2012 - 02.2015
- Delivered independent consulting services to SMBs, enhancing profitability by transforming strategy and operations through program leadership and project portfolio management
- Established PMO, defining and deploying project management methodologies and standards to ensure efficiency, quality, and overall operational success
- Developed metrics tracking tools, planning templates, and flexible frameworks to support scalable performance and on-budget and on-time delivery
- Embedded transformational changes into organizational culture and practices.
Director of Operations & Strategic Projects
Private Auction House
Lehigh Valley, PA
08.2007 - 02.2012
- Transformed customer experience, relationship building, and brand value management through strategic growth and operational improvement projects
- Initially hired as Generalist and advanced through increasingly high-level positions, including Operations & Staff Manager (08/2005-08/2007) and Customer Experience Manager (08/2003-08/2005)
- Boosted net revenue $200K monthly with sustainable year-over-year (YoY) growth for four consecutive years by enriching brand’s value and overall reputation in wider market
- Raised client loyalty rates 75% within first quarter by introducing end-to-end client experience process focused on engagement and satisfaction
- Directed and mentored teams of up to 35 members, building a cohesive, collaborative, performance-focused workplace environment while empowering direct reports to achieve greater professional success
- Responsibilities included interviewing, hiring, training, and performance reviews.
Education
Master of Business Administration (MBA), Business Strategy -
Moravian University
Bethlehem, PABachelor of Arts, Philosophy / Bachelor of Arts, Sociology -
Moravian University
Bethlehem, PASkills
- Software & Tools: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams), Visio (BPM), Jira, Confluence, Google Suite, Slack
- Methodologies & Frameworks: Agile/Hybrid Project Management, Lean Six Sigma, ACMP Standard for Change Management, OKR (Objectives and Key Results), KPI (Key Performance Indicators) Management, Design Thinking
- PMO Leadership
- Program Development & Project Management
- Strategy, Execution & Integration
- Business Transformation
- Operational Excellence
- Data-driven Decision-making
- Organizational Change Management
- Continuous Improvement & Process Optimization
- Performance & Metrics Management
- Risk Mitigation
- Scope, Budget & Resource Management
- Financial Planning
- Business Plan Development
- Cross-Functional Team Leadership
- Executive Engagement & Reporting
- Stakeholder Management
- Analytics & Problem Solving
- Strong Communication & Presentation Skills
- Influence, Consensus & Cohesion
- Emotional Intelligence & Trust Building
- Available for Full-Time Travel
- Knowledge management
- Meeting facilitation
- Workforce Planning
- Results Orientation
- Collaborative mindset
- Ethical Leadership
- Influencing skills
- Business Correspondence
- Resource Planning
- Workflow Planning
- Work Planning and Prioritization
- Organizational Skills
- Process Improvement
- Strategic Planning
- Critical Thinking
- Analytical Skills
- Business Administration
- Continuous Improvement
- Process Development
- Scheduling and calendar management
- Excellent Communication
- Problem-Solving
- Teamwork and Collaboration
- Relationship Building
- Performance Evaluations
- Attention to Detail
- Problem-solving aptitude
- Negotiation
Certification
- Project Management Institute (PMI) Project Management Certified Professional (2018)
- Certified Change Management Professional, ACMP (In Progress)
- Lean Six Sigma, Black Belt (In Progress)
Accomplishments
Pivotal partner to the CEO in transforming Shift4 Integrated Payments and Commerce Technology into a globally recognized SaaS Fintech company by driving over 50 strategic growth and M&A transformation projects, launching new Strategic Projects Group, and establishing first-ever project management office (PMO)
Availability
Prepared for relocation
Timeline
Director of Program and Process Strategy
Charles Schwab
08.2020 - 10.2023
Project Executive of Corporate Strategic Projects
Shift4 Integrated Payments And Commerce Technology
02.2015 - 06.2019
Business Transformation Consultant
Executive Consulting
02.2012 - 02.2015
Director of Operations & Strategic Projects
Private Auction House
08.2007 - 02.2012
Master of Business Administration (MBA), Business Strategy -
Moravian University
Bachelor of Arts, Philosophy / Bachelor of Arts, Sociology -
Moravian University
Similar Profiles
Jacob BridgesJacob Bridges
Financial Services Representative at Charles SchwabFinancial Services Representative at Charles Schwab
Sameer GudlaSameer Gudla
Sr. QA Lead & Automation Engineer at Mphasis (Charles Schwab – Tax Cost & Banking Projects)Sr. QA Lead & Automation Engineer at Mphasis (Charles Schwab – Tax Cost & Banking Projects)
Miranda WithersMiranda Withers
Onboarding and Educational Development at Charles Schwab & CoOnboarding and Educational Development at Charles Schwab & Co
Sterling K. SmithSterling K. Smith
Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.
LILIAN SANGLILIAN SANG
CMA at Centurion GroupCMA at Centurion Group