Sales Project Manager
Resume:
South Lawrence, MA *****
Cindy Ann Legatowicz
978-***-**** (home)
508-***-**** (cell)
*****.*.**********@*****.***
Objective: Key financial, operational and administrative support to personnel within a
specifically defined organization to promote growth, revenue, expense control and reporting
efficiencies.
Profile: Individual possesses both leadership and supervision skills, advanced analytical
and computer skills along with the ability for independent reasoning and prioritization of
multiple assignments. Advanced computer skills include most all Microsoft applications, i.e.
Outlook – Word – Excel – PowerPoint – Visio - Access as well as various in-house applications,
i.e. Hogan – AFS – Shaw – Uccel – Business Objects – Crystal Reporting – Salesforce.com.
Professional Experience:
2006 – 2009
CITIZENS FINANCIAL GROUP, Boston, MA
Project Manager July, 2006 - February,
2009
Serve as a team member in the development, rollout and implementation of Salesforce.com by:
•
o working closely with senior management/ team members to ensure successful deployment
of consistent sales process and best practices across 13-state footprint.
o developing SFDC dashboards and reports to further analyze and track sales team
performance as well as open/ closed pipeline, forecasting and trend analysis.
Provide support/ lead various projects within the Commercial Markets Strategy and Development
•
Group:
o HR Master File/ organizational coding,
o Facilities/ staff distribution,
o World Class Performers (WCP) 2008-09 planning and negotiations/ gross-up.
Provide support and proforma analysis for various lines of business within Corporate/
•
Commercial Banking (primarily pre-Commercial Markets):
o Staff modeling and workload analysis,
o Sales Segmentation Review – adhoc reporting and sales & marketing analysis,
o Assist development of and support on key strategic initiatives.
o Provided consolidated financial reporting on a monthly and quarterly basis including
variance to budget reports as well as forecast modeling and trend analyses.
Analyze Top 25 U.S. Banks quarterly FDIC Call reporting and provide stack ranking by total C&I,
•
CRE & Leases.
1984 – 2006
BANK OF AMERICA CORPORATION, Boston, MA
(f/k/a Fleet Boston Financial f/k/a Bank of New England)
Regional Business Manager April, 2004 - June, 2006
Sr. Group Information Officer July, 1991 - March,
2004
Analyze financial information to identify variances or inconsistencies, investigate system based
•
opportunities for:
o revenue and growth, execute changes to accurately reflect revenue and monitor loan/
deposit transfer activity,
expense maintenance and reduction, monitor capacity ratios to ensure most efficient
o
staffing usage.
Page Two
Cindy Ann Legatowicz
978-***-**** (home)
508-***-**** (cell)
*****.*.**********@*****.***
Professional Experience - Continued:
Provide financial reporting and assessment as well as sales reporting including general and
•
program sales measurement, monitor incentive results, and provide adhoc information to support
region/ market.
Promote increased sales through coordinated campaigns and events utilizing sales process tools,
•
product information and prospect resources. Maintain a working understanding of the sales and
CMP process.
Serve as a business partner liaison by coordinating communication between the region/ market
•
and internal business partners resulting in mutually beneficial activities designed to leverage
greater sales opportunities and enhance the client experience.
Provide a resource to the sales force of product and service information, and of local events
•
scheduled to promote sales including HVC/ HVP special event planning and coordination, i.e.
Gauguin/ Monet @ MFA, Nutcracker @ Wang, BAC Championship, Annual MM Invitational,
CIO/ Referral breakfasts, HVC luncheons with Senior Executives.
Manage internal staff event planning, i.e. marketing, direct reports, 1:1’s, employee
•
communication forum, PM/ FA breakfast, administrative staff birthday recognition, all staff
recognition outing, top performers’ reception (semi-annual), management offsite (annual).
Provide a leadership role in the migration of multiple Bank systems (W2K, VISTA/ Siebel sales
•
system, CLU-Customer Linking, AFS loan and UCCEL deposit systems).
Management Information Officer/
Credit Trainee September, 1984 - July,
1991
Provide monthly FTE reconciliation for organizational chart, i.e. new hires, promotions, attrition.
•
Track attendance for internal staff and customer product knowledge seminars.
•
Monitor overall facility needs with specific contacts within lending teams at various sites.
•
Weekly loan and deposit portfolio trend reporting as well as reconciling activities as posted via
•
general ledger.
Develop and distribute monthly reporting package for loan and deposit portfolios, i.e. Team/ RM
•
portfolio summary/ detail, adds/ drops/ fluctuations from previous month, transfers to/ from
division, past dues, maturities, risk rating profile/ changes, adversely rated/ action plans.
Serve as liaison for goal setting/ monitoring versus financial budgets and forecasting.
•
Track and report monthly on pipeline/ calling activity trends, new business analysis, Gap analysis
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on month/ year to date actual versus year end sales goal.
Develop Sales YTD Performance Scorecard report.
•
Credit Trained through the Bank of New England Credit Training Program.
•
Education:
University of Massachusetts - Amherst, MA
Northeastern University Evening Classes
National Institute of Banking Certificate Programs
American Institute of Banking (AIB) Banking and Finance Certificate
Contact this candidate