Key accomplishments

An accomplished and business savvy professional with robust experience acquired over the years in delivering optimal results and business value in high-growth environments and establishing key relationships with business segments globally. Solution driven and result oriented professional with over 21 years of experience in planning projects, banking, investment products, annuity retirement plans, annuities, establishing project criteria, coordinating project reviews, and ensuring the proper implementation of project elements. Skilled in formulating project parameters and assigning responsibilities to the most capable employees and monitoring the project team. Directly contributes to profitability by minimizing costs and maximizing pricing and sales opportunities. Performs quality control tasks on budgets, schedules, plans, personnel performance, and reporting on the project’s status. Reviews the engineering tasks and initiates the necessary corrective actions. Develops specifications for the project’s needed equipment. Creates frameworks to measure the project’s metrics and data collection. Establishes field test methods and methods for monitoring the quality of those tests. Skilled in using Quantitative Risk Analysis to address where and when trade-offs must be made between uncertain costs, uncertain benefits and other risk factors. Identify the possible threats that we face, estimate their likely impact, estimate the likelihood that these threats will materialize, and determine investment opportunity / priority. Utilize detailed information to determine Risk Analysis: Project Plans, Financial Data, Security Protocols, Market Forecasts along with other relevant information. Now I have a Risk Analysis and I can determine strategies for dealing with risk and future investment priorities: avoiding risk, sharing risk, accepting, and controlling risk as effectively as possible. Risk Analysis tools: SWOT Analysis, Failure Mode and Effect Analysis, PMESLLPT, and PEST Analysis can help uncover threats, and Scenario Analysis helps to explore possible future threats. All help to control risk and prioritize future investment opportunities. Implement and manage project changes and interventions to achieve project outputs. Demonstrate understanding of budget and schedule creation and management. Possesses exceptional communication, presentation, and people skills to grasp new concepts quickly and productively utilize the same.

~ Ability to effectively engage, influence, and manage multiple stakeholders to drive projects and programs to successful completion – on time and within budget ~

~ Increased customer satisfaction by creating a WOW customer experience driving our customer service scores to achieve quarter over quarter improvement. Cash handling experience + quarterly teller, ATM, and Vault audits ~

~ Directly coached and developed Assistant Branch Managers, Personal Bankers, and Sales and Service Associates through the sales and service process to exceed profit growth ~

Skill Areas:  Strategic & Operations Planning  Project Management  Customer Service  Risk Management  P&L Analysis  Change Management  Agile Methodology  Budgeting & Forecasting  Process Improvement  Strong Interpersonal Skills  Analytical Skills  Team Management  Communications  Critical Thinking  Active Listening  Problem Solving  Time Management  Attention to Detail  Client Relationship Management  Innovation  Management Skills  Program Management  AV Project Management  Microsoft Dynamics  Power BIConfluence TeamsTeamworkAsanaBasecampClickupNiclinoMS ProjectSmartsheets

 

 

 


Role 1
Co founder
Role 2
Operations
Financial technology > banking and exchange
Any
Senior
United States
Any
NA
Remote
$188,000.00 / Annual

Education


Experience


Portfolio


Languages

English