Sonia Garcia
Program Project Manager Senior
Helotes,TX
Summary
Career Summary: Experienced Portfolio, Program and Project Manager with in-depth knowledge of the Financial Services industry, who possesses outstanding organizational, communication, and leadership skills with a focus on aligning processes and products to deliver exceptional results in line with strategic business goals, timelines, and budgets.
Key Talent: Portfolio & Program Management . Agile Methodologies . Scales Agile Framework . Project Delivery . Event Planning & Technology . Strategic Planning & Critical Thinker . Business Transformation . Stakeholder Engagement & Resource Management . Relationship Building . Reporting & Analytic thinker with end user experience . Change Management . Organizational Development
Overview
16
16
years of professional experience
1
1
Certification
Work History
Program Project Manager Senior
USAA, Financial Services
03.2019 - Current
- Managed as Client Relationship Manager (CRM) for Enterprise Data Analytics Office (EDAO) $90M budget portfolio and Salesforce $30M budget management portfolio.
- Directed portfolio and program team collaboration in annual planning, execution, and delivery of programs and projects intended to accomplish business goals and objectives on schedule and within budget.
- Focused on FFIEC policy, standards, procedures and controls are in place.
- Constructed efficiencies and simplification through process improvements and automation.
- Excelled in strategic business goals and operational objectives.
- Focused on problem-solving, analytical, and communication skills with demonstrated ability to effectively facilitate complex meetings with executives and partners across multiple functions within organization.
- Managed and built cross-functional relationships while driving execution deliverables within organization based on strategic objectives.
- Collaborated with portfolio stakeholder engagement and cross-functional teams within the enterprise along with program & project teams to ensure objectives are met.
- Excellent communication skills, both verbal and written
- Passionate about learning and committed to continual improvement
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
Program Project Manager
USAA, Financial Services
02.2017 - 03.2019
- Collaborated with business leadership to set priorities based on business needs, resource capacity and risk exposure
- Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives
- Met with project stakeholders on regular basis to assess progress and make adjustments
- Served as Bank’s Research and Resolution Process Owner for Handling Member Complaints in Bank Member Advocacy.
- Responsible for identifying risks/gaps involving Disciplined Execution for Bank Complaint experience and ensuring controls are in place.
- Reduced 70% of issues through consistent monitoring of control performance.
- Articulated program objectives and success factors, created appropriate program structure, and brought together program team necessary to execute on vision of program.
- Collaborated with stakeholder engagements within Bank Member Advocacy, Experience/Process Owners, and Bank Compliance by ensuring clear communication at all levels remains consistent.
- Established and facilitated Management Routine and problem-solving process within Disciplined Execution by creating Guidelines and Procedures for managers to adhere to within their teams.
- Created and developed Onboarding document for Management and Advocate teams creating customer experiences.
Business Support Analyst / Program Manager
09.2015 - 02.2017
- Launched and administered eight career development plans to meet needs of current and future roles based on skill level.
- Championed as program manager to manage program team to deliver on vision, scope and success factors of program, on-schedule with high level of quality while meeting expectations of program stakeholders.
- Created and initiated Internship Program by gathering requirements and planning activities for intern(s).
- Established Onboarding Program by mapping Onboarding needs and creating document to be published by management and incumbents to be utilized.
- Developed Reporting / Dashboard by gathering requirements from business teams on their reporting needs and souring dashboard into Salesforce.
- Launched and executed action plans by meeting with management and gathered employee feedback to develop plans of action and executed them to employee’s benefit.
- Conducted Front Door Enhancements by working with business teams to develop/create/build requirements to fit their workload needs for efficiency of tracking workload in Salesforce and Enterprise Project Management System.
Business Intelligence Advisor / Program Manager
06.2013 - 09.2015
- Collaborated with stakeholders and project teams across company to define reporting, data and analytical needs and solutions to understand vision and required components that will enable needed capabilities
- Provided oversight and direction on Bank information governance activities and projects.
- Partnered Legal, Compliance, and Risk Management to ensure product offerings are designed, implemented, and managed in compliance with all applicable laws and regulations.
- Collaborated with business stakeholders as trusted advisor, architectural leads, and SMEs (e.g., IT, business architects, etc.) to understand proposed road maps based on 'as is' and 'to be' gap analysis.
- Enabled strategic needs, current goals, and operational performance results to derive Key Performance Indicators (KPIs) that will enable new and actionable goals.
- Championed as program manager to manage program team to deliver on vision, scope and success factors of program, on-schedule with high level of quality while meeting expectations of program stakeholders.
- Managed and oversaw overall capacity of resources and workload requests in BBIA front door and assign requests to appropriate resources in Salesforce.
- Conducted interviews with business users and stakeholders to obtain data requirements.
- Ensured that information is actionable through design of high-quality data integration.
- Leveraged project management processes and tools to define and execute projects
Executive Associate
06.2009 - 06.2013
- Administered monthly executive meeting to establish, maintain and modify loans related to operational procedures in support of Loan Policy and Loan Guidelines to accomplish Bank’s goals and objectives.
- Partnered with Banking SMEs and management in requesting CPG incoming items for meeting disposition and maintained adequate records and engaged attendees as necessary.
- Executed in development of EMG briefings to include ability to modify and build executive level PowerPoint presentations.
- Organized strategic and event planning sessions among management teams, departmental teams and created action plans to execute future state.
- Coordinated and managed all aspects of event technology deployment of end to end for events including intake of requests, coordination of all teams to provision of technology, communication of technology readiness and quality check to include lessons learned.
- Partnered with Human Resources recruiters in scheduling internal and external candidates for interviews.
- Liaised and coordinated activities of administrative support staff to accomplish department goals
- Maintained professional and technical knowledge by remaining current with continuous learning modules
- Updated spreadsheets and created presentations to support executives and boost team productivity
Business Architect / Project Manager
09.2007 - 06.2009
- Led as Business Manager (Project Manager) to project sponsors and IT project delivery teams and was accountable for leading and planning implementation of IT development projects and solutions for: Procurement, Fraud, Compliance / Human Resources, Marketing and Banking.
- Experience in gathering information, analyzing data trends, identified root cause(s) and provided information to business while guiding business on strategy implementation in pursuit of business solutions.
- Served as focal point for external service providers regarding daily operational activities or proposed strategic changes to services being performed on Procurement and Compliance projects.
- Assisted and provided operational support to current processes and supported business operations and management in identifying opportunities and solutions to meet current and future business need.
- Utilized and developed change management plans and strategies for projects and assisted with communication documents for implementation of business change management efforts to include programs, projects, policies, practices, and procedures.
- Experience with management of multi-project efforts and to partner effectively in matrix work environment.
- Engaged with business partners at various levels of hierarchy to understand business strategy and identify various outcomes
- Identified optimization potentials such as leveraging shared capabilities between processes, increasing adoption of technology or simplifying products and services to drive long-term improvements
- Built digitization roadmap of processes, policies and data and system changes to achieve business outcomes
Education
Master of Business Administration in Human Resources Management -
Our Lady of the Lake University
Bachelor of Business Administration in Management - undefined
Our Lady of the Lake University
Certified Program Manager (CPM) - undefined
Skills
- Agile Methodologies
- Analytic
- Critical Thinker
- Relationship Building
- Leadership skills
- Budgets
- Business Transformation
- Organizational Development
- Program Management
- Resource Management
- Strategic Planning
- User experience
Languages
- English
Certification
- Certified Project Manager (CPM) - November 2019
Timeline
Program Project Manager Senior
USAA, Financial Services
03.2019 - Current
Program Project Manager
USAA, Financial Services
02.2017 - 03.2019
Business Support Analyst / Program Manager
09.2015 - 02.2017
Business Intelligence Advisor / Program Manager
06.2013 - 09.2015
Executive Associate
06.2009 - 06.2013
Business Architect / Project Manager
09.2007 - 06.2009
Master of Business Administration in Human Resources Management -
Our Lady of the Lake University
Bachelor of Business Administration in Management - undefined
Our Lady of the Lake University
Certified Program Manager (CPM) - undefined
- Certified Project Manager (CPM) - November 2019
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