Currently contracting as a Program Analyst at GuideOne Insurance in the Executive Project Management Office. This EPMO is responsible for prioritizing, governing and reporting on all projects in GuideOne's Project Portfolio. The dollars managed and spent on projects in 2015 will total approximately $40 million. For the last two years, have worked with GuideOne's senior leadership to assist in creating a mature EPMO with strong processes, tools and valuable reporting.
Currently managing a project to update and enhance GuideOne's CBA process. This includes updating their CBA template, creating a robust process that includes the creation of a CBA Forum, the creation of CBA instructions and other documentation. The project team is the CFO, the head of the EPMO and a senior Actuary.
The CBA process will include the tracking of tangible benefits after projects implement
Created monthly process to work with project managers to get good financial data at the project level.
Created a suite of permanent financial reports that are used by senior leadership to prioritize new projects and monitor the process of current projects.
Analyze actual expense and create monthly variance reports.
Review project presentations and provide recommendations prior to the project being presented to the Executive Governance Committee.
Created valuable resource management reports to show senior leadership how resource groups would be impacted by the Project Portfolio.
Provide direction to project managers on the creation of their project's CBA.
Provide EPMO process training for sponsors, project managers and project analysts.
Single Point of Contact in the Central PMO for financial questions.
Analyzed budget estimates to make financial recommendations regarding individual projects and the portfolio as a whole.
Created expenditure approval documents for any project over 5 million dollars. This package was reviewed by Corporate Finance and, if large enough, would go to the office of the President of Wells Fargo.
Facilitated meetings with both business and technology project managers to govern and manage the financial health of their projects. Provided direction to project managers, as needed.
Reviewed project financial documents to make sure they were compliant with both WFHM and Corporate policies.
Subject Matter Expert for WFHM's project management tool.
Analyzed actuals and created variance reports monthly for upper management. These reports were used to monitor and prioritize projects.
Provided project managers training related to the project management tool and tracking project financials.
Facilitated monthly meetings with PMO leaders to discuss their Project Portfolio financials.
Prepared monthly reconciliation to ensure WFHM's project management tool, the general ledger, and the technology group were all in sync.
Credit Investigator: Gathered information regarding high-end customers' financial situation. This included: Talking to lawyers, trust companies, CPAs and employers.
Reading and analyzing credit bureau reports. Detection and intervention of fraudulent applications.
Billing Specialist: Mediated merchandise problems between the consumer and the store. This was done through contact with store managers, consumers, manufacturers and independent inspectors.
Trust Dept: Created dashboards and held monthly meetings with site managers to help them and their team recognize improvement opportunities.
Account Rep: Reconciled many different accounts to ensure expense was posting correctly.