Summary

Information Technology expert with over 10 years of experience implementing organizational strategies & measures for continuous improvement initiatives. Demonstrated skills in consistently meeting project objectives in challenging environments by effectively prioritizing & multi-tasking. Demonstrated ability to quickly establish rapport with customers & peers.

HIGHLIGHTS

Process improvement

Documentation Specialist

SharePoint Site Designer / Access Approver

Customer service management

Data integration & quality assurance

Project Planning & Management

Solid verbal & written communication skills & established ability to work independently

Skilled in organizing & executing large scale projects

Excellent ability to learn new programs & skills

PROFESSIONAL EXPERIENCE

Northwestern Mutual Business Analyst / Consultant Milwaukee, WI May 2018–April 2019

Project Management

oLed initiatives in procuring/integrating new software solutions for the Technology Customer Success Organization enhancing the client experience

oConducted thorough research & created detailed analyses on projects related to the continuous effort to build operational efficiency & incorporate industry best practices into department operations

Operations

oDesigned SharePoint sites for Technology Customer Success Leadership team, Technology Customer Success All Team Meetings, & Technology Customer Success Strategy Team

Created SharePoint libraries & lists to organize data for Leadership team, the All Team meetings, & Strategy Team

oSupported Leadership & Team meetings, tracking & updating progress of Action Items

oDeveloped & maintained Departmental Organization presentations & data lists

Technologies used: MS Outlook, MS Excel, MS Word, MS PowerPoint, MS Project, SharePoint, Adobe Acrobat

Harley-Davidson Motor Company Project Coordinator / Consultant Milwaukee, WI May–Aug 2017

Project Management

oAudited, updated, & maintained MS Project Plan, ensuring tasks were completed in a timely manner

oDeveloped Cutover Plan for transition from AS400 to Cloud based system for smooth transition of systems

oUtilized eRoom, a precursor to SharePoint, for knowledge management of project documentation

oUpdated Critical Path & Plan-On-A-Page (POAP) Excel documents based on updates to MS Project Plan

oCreated PowerPoint presentations for Cutover from AS400 to Cloud based systems

oReviewed CA Clarity PPM & sent reminders to Project Manager regarding the capacity allotment of Project members

oFacilitated Team meetings, gathering updates for Project Manager

Technologies used: MS Outlook, MS Excel, MS Word, MS PowerPoint, MS Project, Visio, eRoom

Northwestern Mutual Jr Business Analyst / Consultant Milwaukee, WI Jul 2015–April 2017

Computer Based Training (CBT)

oAdobe Captivate 9

Self-trained & key in getting first experiments in CBT training completed enabling further advancement of Continuous Learning & Improvement team

Updated standard work documents for Adobe Captivate 9 used in creating modules for team training

Scaled Agile Framework (SAFe) Training

oSAFe Classes

Designed & maintained SharePoint site to facilitate training of 133 classes/workshops which included 2,766 participants

Developed & facilitated learning on SharePoint site for team

Created business process & standard work for delivery of workbook printing & fulfillment & for training class support

Owned Scaled Agile, Inc. license accountability & created standard work for Scaled Agile, Inc. license agreement support

Utilized applications to support logistics for class support of over 60 classes, training over 1,500 people

Operations

oSolution Delivery Value Stream

Member of first team to finalize the PI process supporting Solution Delivery Value Stream

Controlled requests for event rooms, break carts, on-site printer for ceremonies, Personal Distribution Lists

Created Agile training visual management

oContinuous Learning & Improvement

Used 6S process to develop standard work for office supplies, technology supplies, & Resource Library (online & on-site)

Created meeting SharePoint sites for Continuous Learning & Improvement Practice, Lean Agile Organization Coaches

Technologies used: MS Outlook, MS Excel, MS Word, MS PowerPoint, MS Project, Visio, SharePoint, Adobe Acrobat, Adobe Captivate

Northwestern Mutual Business Analyst / Consultant Milwaukee, WI Nov 2010-Nov 2014

Portfolio Governance

oLarge & Small Corporate Projects - Created SharePoint libraries, developed presentations & created prioritization process to facilitate project rebalance process for executive team

Supported team with portfolio governance by performing quality check of all documentation presented to executive team

Project Management

oEstablished Microsoft Project plan to facilitate successful execution of departmental strategic objectives, coordinated tasks to align best practices, increasing team efficiencies

Gathered requirements to create Visio diagrams for enhancement of business process flows

oPlanning Team Support - Designed SharePoint sites for Operating Plan & Strategy Management Development for departmental & functional use

Created SharePoint tool & standard work for Operating Plan Action Item development & status reporting

oDesigned Strategy Management SharePoint site

Developed presentation for Strategy Management process, created standard work to support the process presentation developed

oCreated presentation on Lean Management for IS Planning team

Researched, developed presentation, & activities on Lean Management strategies, used to train teams within Function to create awareness of Lean Management

Quarterly Strategic Report

oGathered, processed, & quality checked data from Information Systems departments for Quarterly Strategic Report, measuring performance for specific metrics established by department head

Technologies used: MS Outlook, MS Excel, MS Word, MS PowerPoint, MS Access, MS Project, Visio, SharePoint

Kohl’s Project Coordinator / Consultant Menomonee Falls, WI May-Sep 2010

Managed two project plans using Clarity & Open Workbench keeping project on budget

Processed invoices for resource support & audited resource hours ensuring time reporting compliance

Supplied monthly financial updates to project manager, program manager, & department director

Technologies used: Clarity/Open Workbench, MS Outlook, MS Excel, MS Word, MS PowerPoint

Betters and Associates, SC Administrative Analyst / Consultant Waukesha, WI Jan-Apr 2010

Managed reception area; greeting visitors, responding to telephone & in-person requests for information

Managed daily office operations & maintenance of equipment; managed all correspondence

Transferred client records into database to increase ease of retrieval for frequent reporting

Completed administrative reorganization to increase office efficiencies

Technologies used: MS Outlook, MS Excel, MS Word, multiple lined telephony system

National Insurance Services Database Specialist / Consultant Brookfield, WI Oct -Dec 2009

Updated Billing Representative database with current client data

Completed report billing investigation for Billing department manager

Microsoft Suite subject matter expert for Billing department managers

Technologies used: MS Outlook, MS Excel, MS Word, MS Access

Waste Management Data Integration Specialist / Consultant Germantown, WI Jul -Sep 2009

Updated company database; converging data from two older databases, Word & Excel based, for use by combined call centers

Reviewed & streamlined data entry process, saving company over 300 hours of work

Microsoft Suite subject matter expert for call center personnel

Technologies used: MS Outlook, MS Excel, MS Word, AS400

Business Analyst / Senior Financial Analyst – BCS AT&T Brookfield, WI Nov 2001-Jun 2008

Collected raw data from various applications through Access 2007, created Excel spreadsheets, graphs, & PowerPoint presentations

Analyzed performance metrics, identified trends from the results to improve processes & procedures for 220 Service Representatives, Service Managers, Area Managers, Regional Vice-Presidents, & Directors

Maintained & granted access to mainframe & web-based applications

Performed monthly Sarbanes – Oxley audits to ensure access security for over 40 Sales Support Managers & Performance team members

Collaborated with Technical Data Teams to gather reliable documentation for daily, weekly, & monthly reports

Technologies used: MS Outlook, MS Excel, MS Word, AS400

EDUCATION

University of Phoenix – Bachelor of Science Business Management, Top 5% of class, GPA 3.98

Coursework in Accounting, Finance, Communications, & Spanish

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