Results-driven Project Manager with over 7 years of experience leading onboarding, implementation, and stakeholder management initiatives across financial services and operations. Proven ability to manage high-volume client rollouts, streamline operational processes, and foster cross-functional collaboration. Certified in Scrum and Agile methodologies, and skilled in building client-centric systems that deliver efficiency, compliance, and service excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Onboarding and Implementation Project Manager
WSFS Bank – Cash Connect
Roanoke
05.2021 - Current
Lead end-to-end onboarding of new commercial clients across the U.S. for cash management solutions, ensuring timely execution of all project milestones.
Manage onboarding of 80+ new client sites per month with minimal errors or schedule adjustments, consistently meeting aggressive timelines.
Coordinate safe deposit operations and monitor ACH credit delivery to ensure accuracy and adherence to SLA timelines.
Schedule initial deposit dates and first courier pickups to align with client operational requirements.
Collaborate with safe vendors to manage and schedule installations.
Track and report compliance status and contract approvals for regulatory and contractual alignment.
Train clients on proprietary web portal for change order placement, cash tracking, and reporting access.
Maintain organized documentation of vendor approvals, client configurations, and onboarding statuses.
Liaise with internal departments (Settlement, Operations, Sales) and external clients to resolve inquiries related to cash discrepancies, settlements, and service needs.
Event Project Manager
Federal Reserve Bank of New York
New York
11.2019 - 04.2021
Led and executed cross-functional internal projects supporting the Communications team, including the design, logistics, and production of bank wide events and executive communications.
Successfully planned and executed an overseas event in Puerto Rico, overseeing venue sourcing, speaker coordination, RSVP management, travel arrangements, and budget reconciliation.
Managed the creative development of event materials through InDesign and Cvent, including agendas, marketing collateral, presentations, and branded templates.
Negotiated vendor contracts and maintained strict adherence to event budgets.
Collaborated with CRM and Communications teams to implement a Microsoft Dynamics CRM solution, streamlining contact management during the COVID-19 transition.
Conducted weekly project meetings, tracked progress, and managed issues using JIRA.
Developed strong stakeholder relationships and provided proactive communication to ensure successful project execution.
Project Coordinator
Clune Construction
New York
05.2018 - 12.2018
Supported Project Managers in commercial construction project setup, ensuring all documentation and kickoff logistics were prepared accurately.
Created and distributed project-specific documents, including RFIs, contracts, and closeout packages.
Logged and tracked project documents such as contracts, change orders, and bid packages.
Distributed bid documents to trade partners and vendors to facilitate procurement cycles.
Updated estimating log in CMiC software to support accurate cost tracking.
Maintained and retrieved digital and physical project archives as needed.
Administrative Assistant – Case Management
American Arbitration Association
New York
09.2015 - 12.2017
Administered arbitration and mediation cases, coordinating communications between parties, attorneys, arbitrators, and mediators.
Applied policies, billing rules, and case procedures to ensure proper and timely progression of cases.
Maintained data in PRISM case management system and ensured confidentiality compliance.
Drafted and distributed official communications and notices.
Addressed case management issues and escalated when appropriate.
Supported education of clients and representatives on ADR procedures.