Lori Jeffers
Etna
Summary
Accomplished industry leader offering many years of management expertise including portfolio and program delivery, agility development, staff training, management, performance evaluation, and continuous improvement. Focused and efficient with proficiency in financial reporting and budget adherence. Demonstrated success in evaluating P&L to achieve targets.
Overview
26
26
years of professional experience
5
5
Certifications
Work History
Transformation Manager (PAL)
JPMorgan Chase
Columbus
06.2023 - Current
- Collaborated with cross-functional teams to identify potential areas for process optimization.
- Contributed to development of transformation strategies and implementation plans, aligning initiatives with organizational goals.
- Coordinated project management efforts to ensure timely execution of initiatives, maintaining alignment with transformation objectives.
- Prepared presentations to communicate transformation objectives to stakeholders.
- Facilitated training sessions to promote understanding of new systems and procedures.
- Led strategic planning of partner engagement programs after analysis and research of company programs and functions.
- Led change management initiatives by educating team members on new processes or technologies being implemented in the organization.
- Facilitated workshops with cross-functional teams to define project scopes and develop detailed implementation plans, including feature and story mapping.
- Implemented tracking mechanisms for monitoring performance metrics associated with transformation efforts.
- Communicated project status updates regularly to stakeholders at all levels of the organization.
- Created project charters, work breakdown structures, timelines, budget estimates, resource plans, risk management plans, quality assurance plans, and other project documents.
- Recommended innovative solutions based on best practices in order to streamline operations and reduce costs while maintaining a high level of customer service.
- Directed a team of 20 agility leads to improve operational workflows.
- Presented Monthly Business and Tech Reviews to CIO, CTO and Product Leadership
Senior Project Manager
JPMorgan Chase
Columbus
01.2016 - 09.2023
- Developed business case analysis requirements with customers and stakeholders for new product launches.
- Created comprehensive project plans detailing scope, milestones, and deliverables to guide project execution.
- Directed development and implementation of a new general banking ledger for cloud-based microservices.
- Executed five-year roadmap to transition 200 applications to the cloud, modernizing legacy systems.
- Managed program driving Chase Rate Advantage, enabling real-time options in home lending services.
- Led upgrade from SHA-1 to SHA-2 cryptographic hash functions to enhance cyberattack resistance.
- Established emergency critical lockbox program during COVID, coordinating vendor setup and ensuring compliance to support business continuity.
- Retired twelve authentication environments while managing API integrations in home lending servicing.
- Built CCB Command Center operating model to manage high severity incidents and mitigate operational risks.
- Helped design the Permit to Operate readiness model.
Critical Incident Manager
JPMorgan Chase
Columbus
11.2013 - 01.2016
- Led critical incident response across multiple teams firmwide to enhance effectiveness.
- Managed communication in high-stress situations, ensuring clarity and focus among teams.
- Analyzed incident reports to identify trends and recurring issues, enabling proactive measures.
- Collaborated with IT and security teams to resolve technical incidents swiftly.
- Responded promptly to emergencies, including natural disasters, pandemics, and terrorism.
- Assessed risk levels of various threats before executing response actions.
- Led cybersecurity incident management by coordinating with IT staff to mitigate risks.
- Provided real-time updates to stakeholders during critical incidents, facilitating informed decision-making.
Business Analyst
Omnicare (CVS Provider of pharmacy services)
Dublin
01.2010 - 11.2013
- Analyzed business processes, identifying areas for improvement to enhance operational efficiency.
- Collaborated with stakeholders to gather requirements for ServiceNow product enhancements.
- Developed comprehensive documentation for project specifications and user guides.
- Assisted in training staff on new systems and process modifications.
- Summarized findings from stakeholder meetings and workshops in comprehensive documentation for future reference.
- Managed projects as primary liaison between client and internal teams, clarifying goals and ensuring project alignment.
- Ensured alignment with standards and deadlines throughout project execution.
Development, Fundraising, and Career Serv Director
Capital University Law School
Columbus
01.2000 - 01.2003
- Led organization's financial support efforts, creating and executing strategies to exceed development goals.
- Cultivated stakeholder relationships to secure funding for key initiatives.
- Managed budgeting and financial planning processes to ensure operational efficiency.
- Led budget planning and resource allocation to optimize operational effectiveness.
- Developed strategic initiatives that increased student engagement and academic success.
- Recruited, trained, supervised, evaluated, and mentored staff members for high performance.
- Facilitated workshops promoting professional development for staff and faculty.
- Served as public spokesperson at industry events and conferences to represent the organization.
Education
MBA - Finance And Technology
University Of Arizona Global Campus
Phoenix, AZ06.2024
Master of Arts - English
The Ohio State University
Columbus, OH06.1995
Skills
- Project management and change management
- Business analysis and stakeholder engagement
- Strategic planning and performance metrics
- Process optimization and risk management
- Risk management
- Budget planning and P&L
- Leadership Presentation experience/OKR/KPI
- Jira/Jira Align/Lucid, AWS Cloud certification, and ERP management
- Kanban/Waterfall/SAFE and Scrum
- Current/Future State (As-is/To-be)
- Vendor Mgmt, PMO leadership and Risk and Regulatory Compliance
- Documentation and reporting
- Employee training
- Training facilitation
- Collaborative communication
- Team collaboration
- Effective communication
- Problem solving and data-driven decision making
- Critical thinking
- Leadership skills
- Stakeholder engagement
- Organizational development and recruitment
Certification
Certified Project Manager (CPM) JP Morgan 2015
Timeline
Transformation Manager (PAL)
JPMorgan Chase
06.2023 - Current
Senior Project Manager
JPMorgan Chase
01.2016 - 09.2023
Critical Incident Manager
JPMorgan Chase
11.2013 - 01.2016
Business Analyst
Omnicare (CVS Provider of pharmacy services)
01.2010 - 11.2013
Development, Fundraising, and Career Serv Director
Capital University Law School
01.2000 - 01.2003
MBA - Finance And Technology
University Of Arizona Global Campus
Master of Arts - English
The Ohio State University