Summary
Overview
Work History
Education
Skills
Timeline
Generic

Daniel Boddie

Claymont,DE

Summary

Results-focused Process Improvement professional with strength driving Automation. Initiative-taking leader with strengths in communication and collaboration. Proficient in leveraging Automation Tools and Agile Project Management knowledge to promote identifying manual processes for Automation. Process Manager with excellent track record in collaboration across departments to evaluate, design and implement business processes. Consistently improved processes and managed change among stakeholders using positive approaches. Well-established data analysis experience.

Overview

10
10
years of professional experience

Work History

Principal Associate Process Manager Data Controls

Capital One
07.2023 - Current
  • Created a Testing Scorecard with dashboard functionality that will allow us to track coverage on a go forward- basis of required Laws, Rules and Regulations based of the Risk Assessment results
  • Collaborated with stakeholders to develop process goals, aligning expectations and driving results.
  • Continuously supported of the dashboard, which will include but not limited to Business Unit updates, changes to the rules inventory as it relates to regulatory change, and control mapping and any updates to the risk assessment results
  • Provided and created a comprehensive Metrics solution for the reporting of testing reviews and results as well as all issues management activities that have been identified
  • Supported and challenged the Firm's control mapping to applicable rules together with relevant monitoring and testing activities of those controls
  • Supported the issues management program, which includes entering and tracking issues to closure as well as issue validation.
  • Streamlined processes by identifying inefficiencies and implementing solutions to optimize workflow.
  • Enhanced team productivity through effective communication and collaboration strategies.
  • Managed cross-functional projects, resulting in timely completion and high-quality deliverables.
  • Trained new employees on department processes, ensuring quick acclimation and increased efficiency.
  • Developed standard operating procedures for consistent process management and improved performance.
  • Reduced operational costs by analyzing data trends and making informed recommendations for improvement.
  • Drafted strategic business intelligence roadmap, complete with data governance policies and tactical information safeguards.
  • Promoted data governance and stewardship through collaboration with human resources subject matter experts.
  • Developed and implemented data governance policies and procedures.

Process Improvement Manager, Rewards & Benefits

J P Morgan Private Bank
07.2020 - 01.2023
  • Administered daily processes by maintaining information integrity and verifying completeness of established procedures
  • Reduced operational costs with the implementation of Lean Six Sigma methodologies.
  • Improved overall business process management by executing, measuring and monitoring new systems
  • Evaluated business operations compliance with regulatory and internal standards
  • Identified exceptions and deviations and recommended corrective actions to realign processes
  • Compiled feedback from business teams and validated recommendations to assess changes to business processes
  • Compiled, modeled and reported on Manual Processes data to support efficiency targets
  • Defined appropriate metrics and measurements to drive results
  • Volunteered with Diversity & Inclusion and BRG's organizations to support engagement of Diverse Workforce
  • Completed ongoing quality checks on Complimentary Benefits products, closely following strict quality assurance guidelines
  • Perform Advance Excel functions- V-Lookups, Pivot Tables
  • Drafted internship report to summarize position, responsibilities, learning outcomes and skills developed
  • Recommended process and systems improvements such as changes to Loyalty operations
  • Monitored Vendor Manager processes to understand Relationship Management procedures.
  • Enhanced process efficiency by identifying bottlenecks and implementing targeted improvements.
  • Streamlined workflows for increased productivity through thorough analysis and optimization of existing processes.
  • Streamlined process workflows by identifying inefficiencies and implementing targeted improvements.
  • Reduced production costs through the optimization of resources and the elimination of waste.

Project Manager, Business Transformation Office

J P Morgan Private Bank
01.2019 - 01.2020
  • Managed projects related to paperless program
  • Researched and analyzed impact of proposed solutions to cross LOB’s
  • Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
  • Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
  • Mentored junior team members in project management best practices to enhance their skills and contribute to better overall performance.
  • Lead the writing of JIRA Epics requirements for Tech elaboration session
  • Presented findings and project progress to Senior Stakeholders and SME’s
  • Developed detailed process flows for current and future state.
  • Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
  • Established effective communication among team members for enhanced collaboration and successful project completion.

Business Manager, Trust & Estates Middle Office

J P Morgan Private Bank
01.2018 - 01.2019
  • Developed and Implemented Program PMO OP Model to more effectively manage $3,000,000 Global Program Budget consisting of 50 Annual Projects and 17 on and offshore Project Managers and Analyst
  • Developed and Implemented Program UAT OP Model to govern the planning, execution, monitoring and controlling of programs more than 50 annual projects and roughly 200 sprints, resulting in more than 90% of plan releases being on time, up from roughly 25% on time prior to new UAT OP Model
  • Implemented Quarterly Team Building Events to ensure greater team collaboration
  • Review and grant approval/decline for System Access Request to ensure controls are in place to eliminate unauthorized system access.
  • Streamlined business processes by implementing new project management tools and techniques.
  • Increased overall team productivity by fostering a positive work environment and providing effective leadership.
  • Developed strategic partnerships with key stakeholders, leading to significant growth opportunities for the company.
  • Managed cross-functional teams, ensuring timely completion of projects within budget constraints.

Business Analyst Trust & Estates Middle Office

J P Morgan Private Bank
01.2016 - 01.2017
  • Successfully developed and executed large scale regulatory remediation project involving 3,111 payments without proper documentation, completed ahead of schedule
  • Worked with key Stakeholders to identify and prioritize project requirements for Tax and Estates database project resulting in successful execution of project on time and below budget
  • Developed PMO SharePoint for PMs to track project task with artifacts, resulting in increased efficiency of project execution ensuring on time and on budget projects
  • Developed and certified key application procedures to ensure front office were able to utilize in their day-to-day job functions, ensuring business continuity.

Project Manager/Events

The News Journal (Gannett Publishing)
06.2015 - 09.2016
  • Successfully executed 20 annual large scale community engagements throughout the State of Delaware for the News Journal
  • Directed staff at a chosen event site to coordinate details for formidable participant experience
  • Inspected event facilities to ensure that they conform to customer requirements resulting in exceptional client engagement during events.
  • Enhanced community engagement by planning and executing successful events tailored to local interests.
  • Collaborated with local businesses for sponsorship opportunities, increasing event funding and support.
  • Developed strategic marketing plans for each event, boosting attendance and participation rates.

Project Manager

JP Morgan Chase
05.2014 - 01.2015
  • Managed 3 large scale cross functional projects related to a regulatory required Action Plan, project completed on time and under budget
  • Managed project risk through comprehensive mitigation assessment and planning techniques
  • Analyzed and reports project status and research information; monitors project performance to maintain the quality of services, deliverables, and content
  • Provided regular project status to executive IT and business leadership resulting in

Education

B.S. - Finance -

University of Dayton
Dayton, Ohio

Skills

  • Process Improvement
  • Project Management
  • Workflow Analysis
  • Process Automation
  • Control Suite Management
  • Risk Assessment
  • Lean Six Sigma
  • Process Mapping
  • Workflow Management
  • Data Analytics
  • Vendor Management
  • Process Optimization
  • Change Management
  • Continuous Improvement

Timeline

Principal Associate Process Manager Data Controls

Capital One
07.2023 - Current

Process Improvement Manager, Rewards & Benefits

J P Morgan Private Bank
07.2020 - 01.2023

Project Manager, Business Transformation Office

J P Morgan Private Bank
01.2019 - 01.2020

Business Manager, Trust & Estates Middle Office

J P Morgan Private Bank
01.2018 - 01.2019

Business Analyst Trust & Estates Middle Office

J P Morgan Private Bank
01.2016 - 01.2017

Project Manager/Events

The News Journal (Gannett Publishing)
06.2015 - 09.2016

Project Manager

JP Morgan Chase
05.2014 - 01.2015

B.S. - Finance -

University of Dayton

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    <ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. 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Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.

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Daniel Boddie