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Beth Renshaw

Project Portfolio Finance

Financial reporting
Project Portfolio Financial Management
Financial Analyst
Business Analyst
Professional Status
Employed
Open to opportunities
About Me
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.

Financial Consultant -- Central Project Management Office

Wells Fargo Home Mortgage (WFHM)
March 2006 to 2013
Full-time
West Des Moines
United States - Iowa
  • 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.