Experienced with executive leadership and strategic planning. Utilizes innovative approaches to drive business growth and operational excellence. Track record of effective team collaboration and achieving results.
Overview
7
7
years of professional experience
Work History
VP of Project Management – Wealth Management Client Services
Citigroup Inc.
04.2022 - 05.2024
Manage five large multi-faceted projects/accounts/campaigns that drive major business decisions within the Wealth Management Organization
Work cross-functionally with the Wealth Service Recovery, Citi Private Client and Customer success team to help resolve fraud, wire and money movement issues
Report out progress in weekly, monthly, and quarterly business review forums for all of Wealth Client Services at Citigroup; Conduct ad hoc data analyses and deep dive reporting to find actionable insights
Develop and manage detailed project plans that include multiple sub-plans and cross-functional dependencies
Assess project risk and discover potential problems before they occur
Collaborate with HR and manage a team of three who handle staffing requirements to meet operational needs
Communicate project milestones, status updates, as well as any existing or potential customer escalation issues
Manage department budget, policy formulation, and planning with the HR team
Appropriately assess risk when making business decisions, considering the firm's reputation, and safeguarding Citigroup, by complying with applicable laws adhering to all policies and applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Associate Director – PMO & Process Improvement
MetroPlus Health Inc.
06.2021 - 02.2022
Managed a 3.5M high-profile project that directly supported efficient and effective operations of all the health plans business units and overarching company objectives
Monitored project conflicts, challenges, and business requirements to keep the team running at high
Partnered with product teams and business leads to understand, refine, and document business requirements
Created, implemented, and managed project portfolios, project plans in Microsoft Projects, business requirement documents, communication plans, test plans, and other project documents
Collaborated regularly with Functional Managers, Project Management Steering Committee Members, Executive Sponsor, and other project stakeholders to apprise all regarding status of the project, issues impeding progress, and issues needing immediate escalation to Executive Staff
Produced leadership reporting for projects, escalate critical issues and define mitigation strategies
Managed the defined scope of work and control scope as required to deliver results
Project Leader – Strategic Initiatives
Elevance Health (Formerly Anthem, Inc.)
11.2019 - 06.2021
Created executive-level Power Point presentations in coordination with the Strategic Initiatives team
Led root cause analysis of processes and issues, making recommendations for improvements
Managed project scope to ensure business needs were met and the project scope as defined in the project charter was delivered, identifying, documenting, and raising requests for changes from original specifications
Created a centralized dashboard for all hiring managers to access and track the progress of new hires
Data Integrity Analyst – Corporate Item Setup
The Kroger Company
10.2018 - 10.2019
Corporate Account Analyst
United Natural Foods Inc. – The Kroger Company
07.2017 - 08.2018
Education
Bachelor of Science - Consumer Finance
The Ohio State University
Columbus, Ohio
05.2017
Skills
Proficient in Microsoft Office suite, SQL, Project Management Software, Visio, Tableau, Business Objects, POS Systems, and Python
Exceptional analytical, project management, process improvement, data analysis, 8451 customer data, and problem-solving skills
Fluent in French, Creole, Spanish, and English
Relationship building
Team leadership
Critical thinking
Complex Problem-solving
Strategic planning
Process improvement
Timeline
VP of Project Management – Wealth Management Client Services