Manage Project Management Office (PMO) activities for Workiva implementation services in Advisory Department
●Train and develop SOPs for new roles of PM Associate and Client Facing Project Manager
●Implement new project management tool across Advisory, provide support and training
●Manage technology implementation projects and monitor activities of implementation team
●Analyze and report project KPIs, utilization and variances

Developed and managed detail project schedules across multiple projects
●Provided project updates on a consistent basis to various stakeholders about strategy and progress
●Measured project performance to identify areas for improvement

Establish, build and manage Project Management Office
●Led enterprise projects, activities, and process improvements across multiple departments
●Implement complex operational projects such as implementation of Microsoft 365 suite of products, office location moves, and new products and services offered by vendors
●Develop and implement individual plans for organizational change management
●Proactively assess and mitigate operational risk associated with projects
●Develop and provide enterprise training for new technology, products and services

Led projects and activities in a cross-functional environment to support strategic initiatives
●Collaborated with leadership to implement new processes and system applications to improve operational efficiency
●Developed and provided training for new implementations
●Implemented complex operational projects related to new product/services offered by vendors
●Developed relationships and worked successfully with vendors (Fiserv, Q2, Revation and Micronotes)
●Proactively assessed and mitigated operational risk associated with projects
●Identified, evaluated, recommended and implemented process improvement initiatives

Utilized BPR techniques, model business processes, and conduct data analysis to examine end to- end business processes to improve efficiency and operations
●Obtained quantitative and qualitative data of business processes to analyze, determine and promote data driven decisions
●Researched and evaluated opportunities related to process flow variance deficiencies
●Coordinated with related departments and functions to assure appropriate information flow and process improvement direction
●Full life-cycle project management
●Directed large-scoped projects, provide guidance, act as skills resource

Conducted data querying, reporting and analysis to assist with savings bonds duplicates and 1099 reports
●Troubleshot and resolved system and operational issues for more than 248 branches
●Participated in cross-functional teams and projects and support projects by performing test cases utilizing multiple test environments
●Advised branch offices of appropriate policy and procedure and assist with audit preparation
●Researched and documented issues involving branch processes