Project Management

Ann M. Rose

**** *********** ****** ***-

***-****

Stockton, CA 95219

ablij2@r.postjobfree.com

SUMMARY

Experienced business analyst with strengths including establishing clear,

measurable goals, managing execution effectively, and producing expected

results. Organized, methodical, practical and detail-oriented

professional. Technical expertise in Microsoft Excel, Word, Visio, SAR,

Mainframe, and PeopleSoft, and typing certificate for 61 words per minute.

Additional areas of competence include the following:

? Budget Preparation & Management ? Regulatory Compliance

? Management Reporting & Accounting ? Vendor Management

? Process Improvement & Training ? Project Management

PROFESSIONAL EXPERIENCE

FIRST 5 SAN JOAQUIN COUNTY, Stockton, California 2010

Accountant II

Responsible for paying agencies under First 5 contracts.

. Updated the Contractors Manual to include all policy updates and

reporting requirements.

. Reconciled operational budget activity to County Auditors Office reports.

. Reconciled and paid invoices from funded programs.

JP MORGAN CHASE (formerly Washington Mutual Bank) 1983 - 2009

Business Strategy Analyst Senior, Stockton Bank Operations, 2005-2009

Responsible for managing projects and supporting the Retail back-office.

. Analyzed monthly budget variances on a $5 million annual budget,

providing reports to department managers and divisional Finance office;

managed expenses to within 5% of budget.

. Partnered with management in creating annual budgets and with periodic

10% budget reductions.

. Produced monthly reports on departmental performance metrics and staffing

by the month-end reporting deadline every month; provided to departmental

and divisional management to calculate unit costing.

. Facilitated 6 short-term Six-Sigma-based process improvement sessions

within 2 years to improve processes and reduce errors. Each session

provided savings of $2,000 per year.

. Trained over 100 Stockton Bank Operations staff within 2 months using

WaMu productivity and performance materials.

Ann Rose Page 2

Project Consultant, Stockton Bank Operations, 2001 - 2005

Responsible for managing projects and supporting the Retail back-office.

. Managed the successful roll-out of a new item-processing process and

check-imaging archive for 545 Washington Mutual back-office operations

units over a 3 year period.

. Led a project to select and implement a more efficient bank-wide Office

of Foreign Asset Control (OFAC) software application. Project implemented

with no negative audit findings; received a Retail Bank Products and

Services Quarterly Award.

. Managed a project to implement automated reporting of bond coupon

interest as required by the IRS within the 2007 reporting deadline, thus

avoiding regulatory penalties.

Manager, Performance Management Group, 1997 - 2001

Managed a team of project managers.

. Managed team of 9 project managers, including hiring, supervision, and

disciplinary actions.

. Developed process and guidelines for full review of investor loan sale

contracts to ensure compliance with contract terms.

. Implemented tracking and prioritization process with service bureau for

system fixes and enhancements to enforce contractual service level

agreements and incentives.

EDUCATION

Bachelor of Science, Business Administration / Accounting

University of the Pacific, Stockton, California

PROFESSIONAL DEVELOPMENT

Project Management courses from Washington Mutual and SkillSoft

Leadership Development Training from Washington Mutual

Operational Excellence and Quick Value (Six-Sigma-based process improvement

methodologies) from Washington Mutual; Certified Quick Value facilitator

Proposal & Grant-Writing class from Learning Exchange

Contact this candidate