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