Jennifer Powers
Sacramento
Summary
Dynamic IT strategy and business systems leader with a proven track record of enhancing data quality, streamlining workflows, and aligning technology with executive and operational priorities. Expertise in translating complex business requirements into scalable, governed solutions utilizing platforms such as Salesforce, Microsoft 365, Power BI, and various workflow automation tools. A trusted partner to leadership in fast-paced, lean organizations with extensive experience in change management, risk mitigation, and fostering cross-functional collaboration. Committed to driving efficiency and innovation through strategic technology integration while demonstrating a strong dedication to quality and success.
Overview
10
10
years of professional experience
Work History
IT Program & Strategy Lead
TMC Financing
01.2022 - Current
- Enterprise Technology and Business Systems
- Achievements/Tasks
- Initiates and leads efforts to improve application performance, security, and compliance with organizational policies and industry standards.
- Ensures that team activities comply with all appropriate configuration, change controls, and security standards.
- Ensures proper documentation of business processes, system configurations, and changes to applications.
- Oversees the configuration, implementation, and support of business applications, ensuring they align with organizational needs and objectives (CRM, ERP, FTS etc.).
- Collaborates with business stakeholders, including C-suite executives and the board of directors, to understand requirements and translate them into technical specifications for new applications or enhancements to existing ones.
- Elicits and refines business technology roadmaps, including setting priorities and understanding cross-team impacts. Ensures the development of high-quality business requirements and user stories to support agile software development methodologies.
- Developed HubSpot “Apply Now” landing pages for BDOs, aligned with CRM and marketing goals.
- Launched internal ticketing portal for CX team to manage user requests; improved case routing and introduced reporting dashboards.
Senior Lead Business Intelligence Analyst, VP
Bank of the West
07.2021 - 01.2022
- Data Analytics & Business Intelligence Sales Delivery and Insights Small Medium Enterprises
- Achievements/Tasks
- Managed data gathering and collaborated with business partners to design reports and provide insights on key performance indicators and trends.
- Led the development and implementation of a Data Analytics & Business Intelligence Roadmap for Small Medium Enterprise sales teams.
- Designed and delivered executive and senior leadership dashboards, focusing on growth indicators and sales metrics.
- Created adaptable reporting to meet evolving business needs and provide insights to sales teams in the field.
- Mentored junior analysts, providing guidance on report development, data analysis, and best practices for building strategic insights.
Sr. Business Intelligence Analyst
Bank of the West
12.2019 - 07.2021
- Controls & Governance - 1LOD Reporting and Analytics
- Achievements/Tasks
- Designed, developed, and implemented reports, dashboards, and Monthly Business Line Review presentations for partner groups, driving strategic business opportunities.
- Led migration of Branch Certification and New Account processes from SharePoint to Archer, including requirement gathering, documentation, testing, training, and ongoing user support.
- Re-engineered existing reports to enhance efficiency and improve data interpretation for diverse audiences.
- Managed the setup of Power BI Server, providing 500+ retail users access to key reports in a centralized location.
Sr. Business Analyst - Project Manager (Contractor)
Sacramento County Department of Technology (Zeetek)
07.2019 - 12.2019
- Achievements/Tasks
- Led the implementation of budget software for the Office of County Executive and 45+ departments.
- Reconciled data from multiple departments and source systems, translating high-level info into actionable details.
- Assessed risks related to requirements, testing, communication, and training processes.
- High visibility projects with executive stakeholders; Developed and executed detailed project plans for multiple simultaneous projects.
- Facilitated meetings and provided executive-level updates with tailored, concise information.
Senior Lead Business Analyst
Bank of the West
12.2015 - 07.2019
- Small Medium Enterprise Commercials Banking Division
- Achievements/Tasks
- Identified inefficiencies in reporting processes and led a project to streamline and reduce delays.
- Led CRM platform initiatives to support sales strategy and customer growth, including training facilitation via in-person/webinars.
- Managed product development, backlog, and project leadership within an Agile framework.
- Acted as a liaison between business, development, and technology teams, ensuring clear communication of strategic decisions.
- Gathered and communicated client/stakeholder requirements, delivering efficient solutions.
Education
Business IT Management - Information Technology
WGU
06-2026
Skills
- Business Systems Strategy & Ownership - System architecture planning, integration, and lifecycle management
- Expertise in CRM/ERP/CX platforms (Salesforce, MS Dynamics, SharePoint, HubSpot)
- End-to-end implementation leadership (requirements to go-live) Agile & SDLC practitioner (Scrum, Waterfall)
- Proficient in Power BI, SQL, executive dashboards, KPI design Data-driven decision support and strategic insight generation
- Team Leadership & Stakeholder Engagement
- 10 years leading cross-functional collaboration with executives, tech teams, and operations
- Policy design (Cybersecurity, Remote Access, etc)
- Role-based access controls, compliance alignment, and risk management
Timeline
IT Program & Strategy Lead
TMC Financing
01.2022 - Current
Senior Lead Business Intelligence Analyst, VP
Bank of the West
07.2021 - 01.2022
Sr. Business Intelligence Analyst
Bank of the West
12.2019 - 07.2021
Sr. Business Analyst - Project Manager (Contractor)
Sacramento County Department of Technology (Zeetek)
07.2019 - 12.2019
Senior Lead Business Analyst
Bank of the West
12.2015 - 07.2019
Business IT Management - Information Technology
WGU
KEY INITIATIVES & IMPACT
Enterprise Reporting, Data Strategy & Executive Enablement
04/2024 - Present
- Designed and maintained executive Power BI reporting connected to Salesforce, supporting leadership decision-making across sales, operations, and finance.
- Rationalized and standardized a Salesforce reporting ecosystem of 900+ reports, improving metric consistency, trust, and decision-making speed.
- Established data quality standards and source-of-truth alignment across sales, operations, and finance teams.
- Partnered with executive leadership to define KPIs and performance indicators aligned to strategic goals rather than ad hoc reporting.
- Acted as a bridge between technical systems and business leaders, guiding conversations around what should be measured, why it matters, and how it drives decisions.
Lean Systems Leadership & Technology Roadmapping
06/2022 - Present
- Independently authored and maintained a company-wide technology roadmap, aligning leadership, department managers, and end users around scalable priorities.
- Implemented automation across Microsoft 365 to reduce manual effort and operational bottlenecks.
- Evaluated tools, integrations, and workflows with a focus on maximum impact, minimal overhead, and long-term maintainability.
- Operated as a lean, hands-on systems leader, balancing strategic planning with day-to-day execution in a fast-growing organization.
Cross-Functional Workflow Automation & Governance
03/2025 - Present
- Conceptualized and implemented end-to-end approval workflows spanning Microsoft Teams, Salesforce, SharePoint, Power Automate, Slack, and Formstack.
- Led the design and execution of a board-level approval and voting process, improving visibility, audibility, and turnaround time.
- Reduced approval cycle times while increasing audibility and governance.
- Delivered executive demos and influenced adoption by clearly articulating business value, risk reduction, and efficiency gains.
Security, Risk & Document Automation
10/2025 - Present
- Managed contractors and external partners, setting direction, reviewing work, and ensuring alignment with organizational goals.
- Took ownership of security-focused initiatives across systems, access controls, and workflows. Identified and mitigated technology and process risks while maintaining business continuity.
Advanced Automation & AI-Assisted Document Review
11/2025 - Present
- Designed and prototyped automated review of Preliminary Title Reports, including PDF hyperlink extraction, document classification, and summarization.
- Leveraged SharePoint, Encodian, and Power Automate to streamline document handling and reduce manual review effort.
- Demonstrated the ability to rapidly experiment, iterate, and deliver value without dedicated development resources.