Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Affiliations
Timeline
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JASON WORMAN

JASON WORMAN

Summary

Experienced project management professional specializing in overseeing diverse portfolios and improving project outcomes. Recognized for promoting team collaboration, increasing efficiency, and adapting to evolving requirements. Proficient in strategic planning, resource allocation, and effective stakeholder communication. Reputation for reliability and results-oriented mindset.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Senior Business Analyst II

MidFirst Bank
03.2023 - Current
  • Manage multiple high-profile software development projects from initiation to completion, ensuring successful and timely deployments by writing technical requirements, identifying gaps, and monitoring performance.
  • Drove regulatory upgrade projects, achieving 100% adherence to deadline targets by aligning application development with specific business requirements, and managing scope and resource constraints.
  • Assumed responsibility for a large-scale multi-year project to rewrite a legacy application, refining requirements and coordinating communication between business contacts and development teams to meet development targets.

AdaptiveWork System Administrator

MidFirst Bank
04.2022 - Current
  • Manage AdaptiveWork environment, creating and editing configurations, performing change control, and deploying updates and enhancements, including timesheet reporting, cost allocations, 100+ custom actions, 15 scheduled workflows, 75+ Workflow and Validation Rules, and 300+ custom fields for over 250 licensed users.
  • Designed, implemented, and maintained automated processes and project workflows, improving project intake and approval times by 50%, and built reporting tools for project portfolio performance insights to support financial governance.
  • Provided training and support to cross-functional teams, overseeing project intake, enhancement implementation, change control, positioning, project and resource management, and allocation to ensure visibility into financial metrics, budget, utilization, initiative prioritization, and alignment with organizational objectives and portfolio management strategy.

Senior Business Analyst I

MidFirst Bank
09.2013 - 03.2023
  • Collaborated with cross-functional teams to conduct process reviews, map workflows, and identify automation opportunities, enhancing organizational value.
  • Designed and implemented custom software solutions, translating complex business requirements into functional applications, ensuring seamless adoption across units.
  • Led multidisciplinary teams to analyze regulatory impacts and implement process changes within 6 months, ensuring compliance ahead of deadlines.

Credit Union Conversion Analyst

Bradford Scott Data Corporation
04.2012 - 09.2013
  • Facilitated multiple Credit Union core software conversions to ShareTec Systems, managing the whole conversion process and liaising between the client and programming/development teams.
  • Conducted process analysis to identify configuration and programming needs for system conversions; developed training materials, authored procedural documentation, led client onboarding sessions, and provided end-to-end support during deployment and post-implementation phases.

Corporate Accounting Manager

Franklin Electric Co., Inc.
07.2009 - 12.2010
  • Collaboration with the special project team in planning, testing, and implementing a new SQL database, improving efficiency, timing, and availability of reports and KPI metrics for the Executive Management and Sales Teams.
  • Provided monthly/quarterly/annual consolidated financial sales forecast reports for all foreign business units and weekly consolidated financial reports to senior leadership to gauge sales performance and determine necessary adjustments to reach defined goals.

Credit Manager – WTS Division

Franklin Electric Co., Inc.
07.2006 - 06.2009
  • Trained and supervised a special project team, reducing $1.9M in accounts receivable deductions by 75% to $500,000 in 90 days through coordinated interaction with warehouse, transportation, and customer service.
  • Conducted research on duplicate payment issues, recommended an electronic processing solution, improved PCI compliance, enhanced customer satisfaction, reduced processing time by 30%, and cut invoice collection time by 50% within 3 months by implementing efficient payment processing solutions.

Credit & Collection Administrator

Franklin Electric Co., Inc.
04.2002 - 06.2006
  • Administered a portfolio of over 1,000 trade credit accounts, evaluating credit risk and managing credit availability, enhancing customer relationships while protecting company assets.
  • Participated on the due diligence team for a significant foreign acquisition, expanding product offerings and achieving the largest acquisition in company history, boosting assets by 20% in less than one year.

Assistant Vice President / Branch Manager

MarkleBank
06.2001 - 04.2002
  • Managed and developed a team of 6 employees in a bank branch environment, providing top-quality customer service and ensuring timely transaction assistance.
  • Serviced and developed a $7 million portfolio of over 350 commercial, consumer, equipment, inventory, and real estate accounts, building strong customer relationships and delivering exceptional service.

Assistant Vice President / Relationship Banker

MarkleBank
08.1999 - 06.2001
  • Prepared commercial loan requests and presented requests at monthly Board of Directors meetings for review and discussion, resulting in well-informed decisions on approval or denial of applications.
  • Designed and implemented electronic processing of loan applications using custom-built templates in Microsoft Excel and Word for credit analysis worksheets, letter templates, and internal documentation, improving consistency in reporting and simplifying data recording.

Loan Officer

MarkleBank
09.1997 - 08.1999
  • Conducted financial analysis to identify and implement new mortgage products, resulting in implementation of the first 30-year competitive fixed-rate mortgage product for the bank driving business growth and expanding market share by enhancement of product offerings.
  • Managed a $3M portfolio of consumer and real estate loans, increasing customer satisfaction and retention.

Education

Bachelor of Arts - International Business, Marketing in International Business & Marketing

Ball State University
Muncie, IN

Skills

  • Effective project management
  • Requirements analysis
  • Experience in conducting user acceptance testing
  • Stakeholder engagement
  • Business workflow analysis
  • Data analysis proficiency
  • Scope management
  • Documentation management
  • Cost control

Certification

  • AdaptiveWork Admin Training - 2021 - 2023

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations

  • National Eagle Scout Association

Timeline

Senior Business Analyst II

MidFirst Bank
03.2023 - Current

AdaptiveWork System Administrator

MidFirst Bank
04.2022 - Current

Senior Business Analyst I

MidFirst Bank
09.2013 - 03.2023

Credit Union Conversion Analyst

Bradford Scott Data Corporation
04.2012 - 09.2013

Corporate Accounting Manager

Franklin Electric Co., Inc.
07.2009 - 12.2010

Credit Manager – WTS Division

Franklin Electric Co., Inc.
07.2006 - 06.2009

Credit & Collection Administrator

Franklin Electric Co., Inc.
04.2002 - 06.2006

Assistant Vice President / Branch Manager

MarkleBank
06.2001 - 04.2002

Assistant Vice President / Relationship Banker

MarkleBank
08.1999 - 06.2001

Loan Officer

MarkleBank
09.1997 - 08.1999

Bachelor of Arts - International Business, Marketing in International Business & Marketing

Ball State University

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