Neema Wera
Rocklin,Ca
Summary
Insightful Senior Consultant known for high productivity and efficient task completion. Possess specialized skills in strategic planning, process optimization, and risk management. Excel in problem-solving, leadership, and communication, ensuring successful project outcomes. Bring valuable perspective to team dynamics and client relations, fostering collaboration and driving progress.
Overview
19
19
years of professional experience
Work History
Sr. Consultant
Wera Consulting Group
Rocklin, California
03.2018 - Current
- Maximized client satisfaction and account retention by stepping in to resolve complex issues and escalations
- Exceeded all set goals, achieving up to 27.9% cost efficiency and 25% increase in sales in the first 90 days
- Conducted competitive set analysis to pinpoint strategic opportunities within the local business sector
- Developed and executed a business plan implemented monthly to consistently exceed monthly sales quotas and revenue targets
- Established return on investment and customer data management systems to increase customer lifetime value
- Initiated changes in documentation systems for managing quotidian business operations to increase productivity
- Advised professional clients on business expansion, tax planning and state licensing
- Managed appointments, coordinated meetings and company events including logistics, agendas and technologies
Finance Manager
California Bottling Company
Roseville, California
08.2017 - 03.2018
- Oversaw execution of accounts receivable, accounts payable, bank reconciliation and independent audits
- Ensured financial statements comply with internal policy and external regulations (GAAP) while adhering to contractual obligations
- Analyze financial statements, conduct cost/benefit analysis and identify areas of weakness
- Report directly to Chief Financial Officer to present financial analysis results and develop strategic financial plans
- Manage relationships with Internal Revenue Service, Dept
- Of Health, State Franchise Board, and Cal Recycling
- Developed and monitor financial department policies and procedures including all negotiations for workers compensation, benefit packages, vender contracts, investor meetings and customer contracts
- Managed employees in HR, Sales, and operations
- Planned and oversaw senior level projects related to finance, budgeting, administration, production, maintenance, sales, benefits and logistics
- Developed a change management strategy based on a situational awareness of the details of the change and the groups being impacted by the change
- Oversaw, monitored, and measured OCM plan execution and effectiveness of merger and transition project
End to End Change Manager
JP Morgan Chase
Columbus, Ohio
12.2015 - 05.2017
- Lead organizational change management strategy, planning, development, and delivery associated with enterprise changes of structure, systems or processes
- Managed transition plans; ensuring business continuity was maintained during the transition and the changes are effectively integrated into day to day business practices
- Prepared affected business areas for seamless transitions to new and improved processes and created actionable deliverables for sponsor roadmap, change cure, communications, coaching, training, and resistance management plan
- Used process maps and other efficiency tools to ensure lean processes are implemented with clear definition, success metrics and monitored change progress
- Work with operations, legal, HR, IT and other departments to ensure that the scope of each project covered the necessary aspects required to deliver the products and services that will lead to the desired benefits
Compliance Analyst
Discover Financial Services
New Albany, Ohio
07.2011 - 11.2015
- Analyzed service performance indicators, market and industry trends, historical reports, and service loopholes to be able to propose and recommend solutions and remedies appropriately
- Gathered data on customer and employee satisfaction for multivariate statistical analysis to propose hiring and customer satisfaction evaluation modifications
- Worked closely with Business Risk, Policy & Procedures, Communications, and Training to develop, change and conduct compliance training for applicable business units
- Created and maintained process documents Risk, Fraud Operations, Strategy Support and Legal team maps to ensure accuracy and uniformity of handling compliance related issues
- Establish and manage all compliance communications including Policy & procedure, Compliance Business
- Supported business change plans including, compliance and operational concerns for accurate and time response
- Worked with the Marketing team in the effective generation of data and feasibility studies necessary as basis for new product development initiatives
- Gather and evaluate data to provide solutions to minimize attrition enhance system efficiencies, employee productivity and reduce total cost of operation
Loan Closer
JP Morgan Chase
Columbus, Ohio
01.2010 - 07.2011
- Ensure that loans close and fund according to Chase and government policies and guidelines, hence working with cross functional groups both internal departments like processing, underwriting, wire and external; including title companies, Insurance companies and Tax authorities
- Provide recommendations for product process changes to improve loan salability
- Review, reconcile and approve incoming HUD-1 documents accordance to FHLMC, FNMA and RESPA guidelines
Team Manager
Echo Star Corporation
Hilliard, Ohio
05.2008 - 01.2010
- Monitoring and reporting hourly performance, real time observation and strategy implementation, and ensuring all aspects of the business are running smoothly and assure seamless transition between AM and PM shift
- Analyzing performance and financial data, reporting and presenting performance gaps and developing improvement and strategic plans to ensure efficiency
- Special project management including customer and employee satisfaction project development, new hire on the job training, employees up training, new product support teams, and management training pilot projects
Teaching Assistant
Bowling Green State University
08.2006 - 05.2008
- Instructing and assisting in lower level Economics course class management together with individual and group study assistance, grading and exam supervision
Education
Master of Arts - Economics
Bowling Green State University
Bowling Green, Ohio05.2008
Bachelor of Science - Economics
Mzumbe University
Morogoro, TanzaniaCertificate - Project Planning and Management
Mzumbe University
Morogoro, TanzaniaMicrosoft Office Certification -
Microsoft Learning
Rocklin, CaliforniaEmotional intelligence trainer -
Next Level Training
Columbus, OhioSkills
- Change Management
- Process Improvement
- LEAN/Six Sigma
- Cost-Value Analysis
- Performance Analysis
- Project Management
- Negotiation
- Key Performance Indicators (KPI)
- Training
- Coaching
- Mentoring
- Stakeholder Engagement
- Strategic planning
Timeline
Sr. Consultant
Wera Consulting Group
03.2018 - Current
Finance Manager
California Bottling Company
08.2017 - 03.2018
End to End Change Manager
JP Morgan Chase
12.2015 - 05.2017
Compliance Analyst
Discover Financial Services
07.2011 - 11.2015
Loan Closer
JP Morgan Chase
01.2010 - 07.2011
Team Manager
Echo Star Corporation
05.2008 - 01.2010
Teaching Assistant
Bowling Green State University
08.2006 - 05.2008
Master of Arts - Economics
Bowling Green State University
Bachelor of Science - Economics
Mzumbe University
Certificate - Project Planning and Management
Mzumbe University
Microsoft Office Certification -
Microsoft Learning
Emotional intelligence trainer -
Next Level Training