Resourceful Manager offering history of success coordinating and monitoring operations across various departments. Effective leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Highly committed with hardworking mentality to maintain quality of services and products. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Work History
Senior Manager
Macquarie Global Services (USA) LLC
01.2023 - Current
Designed the initial data flow for the Macquarie Asset Management Financial System and General Ledger process to include new and future acquisitions
Developed post-acquisition training for employees converting to Macquarie from Waddell & Reed merger
Designed initial data flow process for Macquarie Asset Management's Financial System and General Ledger processes to include new and future acquisitions.
Provided strong leadership to enhance team productivity and morale.
Led cross-functional teams to achieve project milestones and deliver high-quality results.
Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
Mentored junior staff members for skill development and career progression within the organization.
IT Manager
Waddell & Reed Financial Services
01.2017 - 12.2022
Guided and trained team members in the development, testing and implementation processes in support of the Service Delivery organization
Lead teams in the day-to-day processing of production implementations, resolutions and support
Worked closely with the IBM OS 390 mainframe vendor and the internal teams to ensure the mainframe functioned, was recoverable, and that all resources were available
Guided staff in those activities for the development of utility applications geared towards Service Delivery that increased visibility and reduced lengthy downtime of critical processes by 50%
Served as Product Owner and Product Manager for all enterprise software relating to File Transfers, Batch Job Scheduling, Report Repository and the IBM OS390 mainframe
As Product Owner, these components were part of the budget which included training, upgrading, maintenance and support
Managed vendor contract relationships delivering communication and other Service Delivery products
Prepared request for information or proposals, reviewed bid proposals, contracts, scope of work, and other documentation for projects and associated efforts
Managed the centralization, maintenance and development of operational documentation including policies, procedures and technical reports as it relates to Service Delivery.
Team Lead
Waddell & Reed Financial Services
08.2012 - 12.2016
Supported company goals by providing consistent production reliability with enhanced multi-platform knowledge by training and guiding junior staff to enhance their value and skillset
Created business processes, best practices, standards, templates and operating procedures to assist in optimization of IT project development
Researched, analyzed and recommended implementation of new technologies
Assigned work schedules, coordinated staff and allocated resources to ensure efficiency and productivity is maximized
Developed policies that supported team roles while enforcing company goals
Developed training guides and onboarding documents for existing and newly hired employees
Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.
Managed schedules accepted time off requests and found coverage for short shifts.
Education
Master of Business Administration - Concentration in Technology Management
University of Phoenix
Kansas City, MO
06.2015
Bachelor of Science - Computer Information Systems
Led the transformation of the enterprise operational applications and resources during a time of a company-wide reduction of staff and loss of business process knowledge. This endeavor created enhanced functionality, process controls and a design for future corporate reorganizations and goals.
Led and developed the mainframe team to enhance functionality and implement better processes that allowed for a reduction in downtime.
Initiated policies and procedures that created a positive transformation of the Enterprise File Transfer System improving file delivery accountability resulting in a reduction of processes delays by 80%.
Recruited staff to support a 24x7 financial company, enhancing the organization’s knowledge base, dedication and drive for success while supplying the training and tools needed to the staff to be successful.
Developed a prioritization matrix, rules, policies and guidelines to aid in the fastest and most accurate recovery of the technology resulting in faster returns to uptime.
Led the process to create the policy and creation of a file structure and user security that segregated confidential and restricted data from common data.
Established a process to centralize communication within the technology area; this process covered both external and internal partners, vendors and staff. Communication was bi-directional and included generating tickets and/or notifying the appropriate internal partners for support. This process reduced the direct to staff communications via phone, emails, text and unknown priorities.
Drove the development and delivery of the financial advisor’s scheduler processes to a go live date in less than six months. At the time, this was the most critical initiative which required the redirecting of staff and reassignment of other projects.
Promoted team members to a team lead role that created smaller more manageable teams within a larger group. This allowed for concentrated knowledge covering technical and business processes, enhanced response times and a “Train the Trainer” philosophy.
Coursework
Project Management Professional
Scaled Agile
AWS Practitioner
Timeline
Senior Manager
Macquarie Global Services (USA) LLC
01.2023 - Current
IT Manager
Waddell & Reed Financial Services
01.2017 - 12.2022
Team Lead
Waddell & Reed Financial Services
08.2012 - 12.2016
Master of Business Administration - Concentration in Technology Management
University of Phoenix
Bachelor of Science - Computer Information Systems