Results-driven Senior Lead Business Execution Consultant experienced in driving change initiatives and delivering impactful insights. Led cross-functional teams to achieve business objectives through business execution, change management, and analytics. Focused on enhancing team collaboration, navigating complex challenges, and providing visionary leadership.
Work History
Change Leader/Change Executive
3 Years 11 Months
DSRI | 11.2022 - Current
Led management of Diverse Segments, Representation, and Inclusion (DSRI) change portfolio, ensuring adherence to Change Management Policy and Procedures.
Oversaw and managed the change portfolio DSRI, ensuring the expected results are delivered, and the change is adopted by the impacted teams/individuals.
Ensured timely implementation of change initiatives, ensuring the expected results are delivered.
Identified and monitored cross-business impactful change efforts, ensuring effective tracking and management through an approved system of record.
Managed DSRI change portfolio, facilitating adoption of change by impacted teams and ensuring delivery of expected results.
Collaborated with control management partners to conduct initial Change Materiality Assessments (CMA), ensuring a thorough risk evaluation.
Championed sponsorship and advocacy for the Investment planning process within the DSRI, orchestrating documented reviews with Finance, Control, and Tech leaders.
Advocated for Investment planning process within DSRI, coordinating reviews with Finance, Control, and Tech leaders to ensure alignment and support.
Reviewed Quality Assurance (QA) results and facilitated necessary actions for program and product managers in response to non-compliant reviews. Identified root causes for trends and executed specific go-to-green plans for breach of boundaries. Conducted monthly internal QA for DSRI.
BMO Senior Business Execution Consultant
1 Year 2 Months
DSRI | 09.2021 - 11.2022
Coordinated management of critical planned routines and facilitated unplanned events, enhancing participant engagement through effective material preparation for DSRI leadership meetings and OC leader presentations.
Developed and maintained an onboarding guide and workforce standards for DSRI functions, standardizing the onboarding process to enhance new team member integration.
Collaborated with DSRI functional leaders and finance partners for expense management, ensuring financial oversight and adherence to budget guidelines.
Innovatively implemented a low/code no-code solution for Intake utilizing the Alfresco tool, streamlining the intake process and enhancing efficiency in line with modern technology trends.
Maintained the highest standards of data accuracy and integrity by implementing and overseeing robust processes, controls, and procedures, ensuring the reliability of critical business data.
Led the CMS transition to the enterprise Tax application. Implementing technology for data transfer, closing process gaps, and enhancing the CMS application UI to capture the relevant tax requirements.
Collaborated with clients to identify issues and information needs, translating them into precise data and technical requirements that supported business initiatives and projects.
Spearheaded continuous improvement initiatives by updating workbooks and dashboards, introducing innovative approaches to streamline insights extraction from data in Tableau.
Cultivated a culture of timely and transparent reporting, focusing on removing blockers and challenges to enhance informed decision-making and effective problem resolution.
Designed and implemented a comprehensive team analytics working plan, demonstrating effective leadership in guiding analysts to complete analytical projects. Maintained strict control over the quality of deliverables, ensuring they met or exceeded established standards.
9 Years 10 Months
WF Wholesale Bank Project Manager 5 | 10.2009 - 08.2019
Recognized as a top-performing leader, consistently selected to revamp and re-engineer troubled projects, demonstrating a proven track record of turning around challenging initiatives.
Orchestrated the assembly of matrixed project teams, collaborating across Technology, Operations, Legal, Compliance, Finance, and other impacted partners to ensure seamless project execution.
Designed and implemented a groundbreaking trigger module within the CMS Strategy Portal, enhancing the organization's ability to proactively mitigate compliance risks with loan documents and preventing potential regulatory fines.
Spearheaded the design and implementation of a new Investor Relations Module for CMS, facilitating the transition from manual Excel spreadsheets to an efficient application. This transition resulted in a substantial reduction in processing times for the Investor Relations team.
Analysis Consultant
2 Years 4 Months
Wachovia Corporate and Investment Bank Human Resources | 06.2007 - 10.2009
Collaborated with cross-functional teams to oversee change projects, developed business-enhancement requirements for HR positions, created user acceptance testing scripts, and led communication strategies for unit initiatives, driving project success.
Acted as a Subject Matter Expert (SME) for over 300 domestic and global Corporate, Investment Bank, and Support Unit system users, offering unparalleled insights and guidance to optimize system functionality.
Analyzed and resolved daily PeopleNet user issues while conducting User Acceptance Testing (UAT) for all PeopleNet releases, ensuring seamless integration and enhancing user satisfaction with each system update.
Played a pivotal role in supporting business unit initiatives, including past implementations such as the MyTime CIB release and the AG Edwards/CIB merger. Navigated through complex transitions, contributing to the successful integration of diverse systems.
Applied in-depth knowledge to meticulously document Test Plans and Test Cases, conducting thorough functional and regression testing. Facilitated UAT sessions and recorded user feedback for future changes, maintaining an exceptional 100% accuracy rate in all system releases.
Consultant
4 Years
Accenture | 01.2003 - 01.2007
Bank of America Performance Test Manager
Bank of America LoanSolutions, Component designer
Coordinated retail platform deployment during merger, ensuring seamless integration and operational continuity.
FleetBoston/Bank of America Retail Platform Deployment, Merger Analyst
Assessed mutual fund processes, identifying key areas for improvement and providing actionable recommendations.
Designed components for LoanSolutions, enhancing system functionality and user experience.
Education
Bachelor of Science - Information Systems
Wake Forest University | Winston-Salem, NC
Skills
Change Management
Project management
Project Lifecycle Management
Financial oversight
Domain Expertise in Enterprise Finance
Risk Management
Data Analysis
Process Analysis & Redesign
Analytical Skills
Problem-Solving Skills
Stakeholder Engagement
Team Management
Communication Skills
Strategic innovation
Timeline
Change Leader/Change Executive
DSRI
11.2022 - CurrentRead More
BMO Senior Business Execution Consultant
DSRI
09.2021 - 11.2022Read More
Analytics Manager
WF Commercial Mortgage Servicing (CMS)
08.2019 - 08.2021Read More
WF Wholesale Bank Project Manager 5
10.2009 - 08.2019Read More
Analysis Consultant
Wachovia Corporate and Investment Bank Human Resources
PRD CM(Party Reference Data Change Management)Analyst Team Leader at JP Morgan ChasePRD CM(Party Reference Data Change Management)Analyst Team Leader at JP Morgan Chase