SONIA RODRIGUEZ
Mico,TX
Summary
Highly effective and dedicated leader with over 15 years of experience guiding and supporting executive leadership. Proficient in developing, coordinating and submitting board, executive council and committee deliverables. Skilled at working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Offering an array of skills, which includes attention to detail, managing multiple tasks with competing priorities, innovative process improvements and effectiveness in driving strategic initiatives.
Overview
8
8
years of professional experience
Work History
Executive Operational Planning Director
USAA
San Antonio, TX
07.2023 - Current
- Currently support the SVP Chief Technology Officer and Direct Reports in various IT Domains
- Responsibilities include preparation and submission of Board of Director (BoD), Council and Committee deliverables (e.g.,Member and Technology Committee - Tech Quarterly Report, Enterprise Technology Policy, Compensation and Workforce Committee - SVP and EC Key Performance Indicators and Tier 1 Report - Scorecard).
- Anticipate and manage the preparation of information which includes any briefing materials that are provided to the ECIO and CEO for meetings or events.
- Responsibilities include planning, directing, and executing strategic and operational functions in direct support of the organization.
- Develop specific processes to provide solutions that improve operational and strategic efficiency.
- Lead IT cross-functional initiatives in support of horizontal management practices (e.g., Real Estate and CTXO EOP Support Team).
- Lead the planning and execution of all regulatory deliverables in partnership with Enterprise Risk Council and Business Control Management business partners.
- Support Financial Activities (Forecast Submissions, Attestations, Portfolio Management)
- Facilitate effective communication between different teams in order to foster collaboration across departments.
- Currently serve as one of the ECIO Chief of Staff Pulse Champions in support of developing and implementing strategies to improve employee satisfaction.
Executive Operational Planning Manager
USAA
San Antonio, TX
09.2021 - 07.2023
- Responsibilities include planning, directing, and executing strategic and operational functions in direct support of the Chief Technology Officer.
- Provide strategic and operational support to CTXO Executive direct reports in various IT Domains.
- Responsibilities include preparation and submission of Board of Director (BoD), Council and Committee deliverables (e.g.,Member and Technology Committee - Tech Quarterly Report, Enterprise Technology Policy, Compensation and Workforce Committee - SVP and EC Key Performance Indicators and Tier 1 Report - Scorecard).
- Develop specific processes to provide solutions that improve operational and strategic efficiency.
- Lead IT cross-functional initiatives in support of horizontal management practices (e.g., CTXO EOP Support Team, Pulse Leads, D E & I).
- Lead planning and execution of all regulatory deliverables in partnership with Enterprise Risk Council and Business Control Management business partners.
- Drive and support all Employee Engagement Activities.
- Effectively influence executive leadership and organization through strategic communication plans.
- Partner with Human Resources Business Partners to understand business needs and develop appropriate project plans.
- Support Financial Activities (Forecast Submissions, Attestations, Portfolio Management).
Business Support Analyst Sr
USAA
San Antonio, TX
04.2020 - 09.2021
- Acted as the Chief of Staff for the Vice President of Information & Analytics Platforms & AVP of Data.
- Supported the executive leadership team by planning, organizing, and ensuring that daily operations and strategic projects were executed seamlessly while maturing and enabling management procedures.
- Identified opportunities and solutions to meet current and future business requirements.
- Engaged in the research, analysis, development, and implementation of new process improvements.
- Maintained broad business knowledge to stay current on key business strategies & initiatives and identify opportunities for support and enablement.
- Experience facilitating and driving collaboration to common understanding of business requirements and driving standard enterprise-wide business processes.
- Followed written risk and compliance policies and procedures for business activities.
- Worked with executive leadership to establish strategic and operational frameworks that established short and long-term business goals and key results.
- Experience influencing and managing communication to senior executives, internal colleagues through concise and regular updates on status, progress, and strategies.
Executive Operational Planning Manager
USAA Federal Savings Bank
San Antonio, TX
04.2018 - 03.2020
- Provided support to the General Manager of Bank Operations
- Served as a lead for the Executive Operations and Planning team, and acted as a delegate for the Bank Operations Chief of Staff.
- Led the Bank Operations organization in the definition of business requirements for organizational processes to manage Corporate Real Estate projects for overall Bank Operations, third party forecasting and technology requests.
- Interacted and communicated with all levels/departments within the organization in order to resolve issues and improve business and service performance (i.e., Corporate Real Estate, Finance, GSD) Created and led a cross-functional Tiger Team which provides solutions to resource planning, capacity planning and technology.
- Successfully led and managed various cross-functional teams to meet organizational deliverables (i.e., Bank Operations Executive Operational Community Meeting, Tiger Team, Recognition Committee Team).
- Appointed to the Bank Corporate Real Estate governance committee to assist in providing guidance, oversight, and prioritization of real estate initiatives.
- Continued to develop the Bank Operations Recognition Program for 1300 employees across multiple regional locations aligned to driving the necessary behaviors to enhance our culture.
- Planned and executed key deliverables for the General Manager of Bank Operations to include Quarterly Business Reviews, Extended Leadership Off-sites, Military Acumen events and Town Halls.
- Continued to develop and improve effective communication strategies at the leadership and organizational level which includes a Weekly Executive Operational Planning update highlighting the most important things.
Executive Operational Planning Advisor
USAA Federal Savings Bank
San Antonio, TX
06.2017 - 04.2018
- Provided executive support to the General Manager of Bank Operations
- Conceptualized, designed, and built an Employee Recognition Program at the Bank Operations level in two locations, which included the establishment of a committee.
- Developed and executed plans to monitor standard process adherence to existing and new management routines such as staff meetings, extended leadership meetings and quarterly business reviews.
- Created multiple cross-functional teams in delivery of various projects requiring close cooperation among members to share information and develop solutions to meet broad array of deliverables, to include a 3P forecasting, prioritized technology roll-out lists and seating capacity needs.
- Improved and designed a standard communication across various levels of leadership that resulted in a weekly Executive Operational Update.
- Created and implemented a corporate real estate intake process to manage requests to encourage smoother improved employee experience, more efficient workflow, and overall business growth.
Business Analyst
USAA
San Antonio, TX
07.2016 - 06.2017
- Provided support to the IT Workforce Management team
- Implemented business strategy and goals through the collection, analysis, review, reporting, documentation and communication of business needs and requirements
- Co-chaired the IT Real Estate Committee; included partnering with IT Corporate Services and IT Divisional Committee Representatives to strategically plan and execute IT Projects
- Collaborated with IT software developers to design and develop a robust intake process and repository for IT Real Estate requests in Salesforce
- Managed and forecasted unit level expenses which included department allocations, product/component, 3rd Party, project/program, software, and vendor expenses
- Prepared IT Recruiting and IT Learning and Development monthly forecasts amounting to $5M in annual expenses
Education
Bachelor of Arts - Org Development
University of The Incarnate Word
Skills
- High emotional intelligence
- Strategic Thinker
- Highly skilled in conflict/dispute resolution
- Impactful coach and mentor
- Strong written/oral communication
- Ability to work under pressure
- Collaborative
- Problem solving
- Highly analytical
- Experienced program/project manager
Timeline
Executive Operational Planning Director
USAA
07.2023 - Current
Executive Operational Planning Manager
USAA
09.2021 - 07.2023
Business Support Analyst Sr
USAA
04.2020 - 09.2021
Executive Operational Planning Manager
USAA Federal Savings Bank
04.2018 - 03.2020
Executive Operational Planning Advisor
USAA Federal Savings Bank
06.2017 - 04.2018
Business Analyst
USAA
07.2016 - 06.2017
Bachelor of Arts - Org Development
University of The Incarnate Word
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