Lori Winters
Dupont,USA
Summary
Seasoned professional with extensive experience in strategic analysis and project management in the financial sector. Skilled at fostering team collaboration and implementing risk mitigation strategies, operational effectiveness through process improvements. Known for driving results in fast-paced environments and supporting team-oriented success.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Specialists, Best Practice & Business Planning
Bank of New York
Tacoma, USA
10.2018 - 12.2025
- Managed multiple projects with competing deadlines simultaneously.
- Collaborated closely with senior management on long-term strategic planning initiatives related to projects in development or execution stages.
- Implemented effective communication protocols between internal teams working on different aspects of a given project.
- Compiled data for monthly financial reporting on client profitability including operational cost standards.
- Assisted with developing internal controls over financial reporting processes.
- Specialists, Best Practice & Business Planning
Unit Manager
BNY Mellon Asset Services
Tacoma, USA
01.2007 - 11.2018
- Supervised team to consistently achieve timing and quality goals, enhancing client satisfaction.
- Develop and manage the service level agreement for two back-office relationships.
- Played a significant role in process and technology improvements.
- Transitioned one back-office relationship in one year.
- Identified and forecasted risks, as well as developed strategic plans for risk mitigation / elimination.
- Unit Manager
Senior Operations Product Analyst
Mellon Analytical Solutions
01.2005 - 01.2007
- Managed and monitored efficient execution of operational project plans including development of flow charts, and facilitation of UAT testing and implementation.
- Presented systematic operational decisions and implemented the process across multiple locations.
- Increased operational effectiveness by 55 percent by developing operational processes for a new technology platform that was implemented in 2008.
- Proactively involved in the strategic direction of all business recovery efforts across multiple locations.
- Senior Operations Product Analyst
Senior Performance Analyst
Russell / Mellon Analytics
01.2000 - 01.2005
- Directed and resolved daily production issues in creating performance statistics for consulting group.
- Developed and ensured accuracy of monthly quality statistics for production.
- Managed and streamlined quarterly creation of consulting universe statistics.
- Instrumental in identifying processes for efficiency improvement and managed each outlined process for implementation.
- Recognized as subject matter expert for quality statistics database.
- Mentored and spearheaded a team tasked to train 14 individuals within a six-month period.
- Provided monthly performance and analytic statistics/reports for clients with complex products and/or services.
- Senior Performance Analyst
Security Account Examiner
Frank Russell Company
Tacoma, USA
01.1996 - 01.1999
- Security Account Examiner
Office Manager / Administrative Assistant
United Services Life Northwest Regional Office
Tacoma, USA
01.1990 - 01.1996
- Office Manager / Administrative Assistant to the Regional Manager
Education
Master of Business Administration - Technology and Innovation Management
Pacific Lutheran University
Tacoma, WA06.2008
Bachelor of Arts - Double Major in Accounting and Management
St. Martin's College
Olympia, WA06.1994
Skills
- Strategic analysis
- Financial reporting
- Process improvement
- Risk management
- Data analysis
- Project management
- Attention to detail
- Team collaboration
- Analytical thinking
Certification
Project Management Professional, 02/26
Timeline
Specialists, Best Practice & Business Planning
Bank of New York
10.2018 - 12.2025
Unit Manager
BNY Mellon Asset Services
01.2007 - 11.2018
Senior Operations Product Analyst
Mellon Analytical Solutions
01.2005 - 01.2007
Senior Performance Analyst
Russell / Mellon Analytics
01.2000 - 01.2005
Security Account Examiner
Frank Russell Company
01.1996 - 01.1999
Office Manager / Administrative Assistant
United Services Life Northwest Regional Office
01.1990 - 01.1996
Master of Business Administration - Technology and Innovation Management
Pacific Lutheran University
Bachelor of Arts - Double Major in Accounting and Management
St. Martin's College