Management Project

Jennifer Chavis

**** **** *** ***** ***** Houston, TX 77045

Phone: 410-***-**** Email: ***************@*****.***

Qualifications:

Advanced analytical and project management skills, including an understanding of how to interpret customer

business needs and translate them into application and operational requirements. Adept at capturing business

requirements for client reporting needs which include: 1) Analysis of various complex transactions through

disparate systems on different platforms; and, 2) Analysis of transaction problems, which requires the identification

and recommendation of alternate solutions.

Experience with the entire project life cycle (both Waterfall and Agile methodologies) and able to operate in the

initial conceptual design stage, in the depths of system testing, and at each stage in between. Experience analyzing

business or technical problems and proposing and implementing solutions. Good understanding of, and experience

with, people management, regulations, systems and procedures.

Professional Experience:

Morgan Stanley Baltimore, MD

Tax Compliance Operations: Project Manager/Business Analyst February 2008 – Present

Implemented multi year regulatory IRS project consisting of: coordination of consultants for duties and work

management, managing multiple workstreams, serving as subject matter expert (SME) for referential data systems,

IRS withholding requirements pertaining to Institutional clients, consulting with outside IT areas for process flow,

data requirements, and risk evaluations. Also maintained open lines of communication throughout the

management hierarchy.

Managed all Change the Bank (CTB) and Run the Bank (RTB) projects for Tax Compliance Operations.

Responsible for project integration for new tax transaction evaluation system.

Responsible for creating Business Requirement Documents (BRD), Functional Requirement Documents (FRD), and

traceability matrices.

Manage, direct, and train employees within the institutional tax department.

Played a major role in the life cycle of a tax transition project, relocating the department from New York City to

Baltimore then again to Utah as required by firm strategy.

Ensure risk to firm is minimized by enforcing the firm’s compliance with IRS regulations. Finding alternative solutions

to satisfy client needs while enforcing risk management and dealing with internal system limitations.

Morgan Stanley Baltimore, MD

Tax Compliance Operations: Group Manager February 2006 – 2008

Managed, directed, and trained a group of nine employees within the institutional tax department.

Played a major role in the life cycle of a tax transition project, relocating the department from New York City to

Baltimore then to Utah as directed my Senior Management. Ensured risk to firm is minimized by enforcing the firm’s

compliance with IRS regulations.

Found alternative solutions to satisfy client needs while enforcing risk management and dealing with internal system

limitations.

Morgan Stanley Baltimore, MD

Tax Documentation Operations: Team Leader February 2005 – February 2006

Validated tax documentation by cross referencing against IRS regulations.

Trained and mentored new hires within tax group.

Implemented and improved procedures for project efficiency and productivity.

Addressed and resolved any open issues and communicated updates to upper management as well as other vested

parties.

Morgan Stanley Baltimore, MD

Administration Specialist(Temporary Assignment with Morgan Stanley) December. 2004 – February 2005

Processed incoming audit requests as assigned by CACC.

Prepared proper paperwork for response, organized and presented response for signature, faxed/mailed responses,

entered responses in control log and filed completed requests.

Fielded phone calls about incoming requests.

Stollar – Navarro/Battelle North Las Vegas, Nevada

Administrative Specialist January 2004 – June 2004

Developed and implemented electronic control systems for maintaining audit records, tracking and maintaining

training requirements

Supported the FFACO (Federal Facilities and Compliance Organization) in the form of database queries, procedure

writing, auditing, and keeping calendars.

Liaised between Department of Energy and the FFACO Staff. Wrote, reviewed and edited documents including policy,

procedure, ensuring all requirements governing record creation maintenance and disposition are met.

Los Alamos National Labs (Assignment) – Bechtel Las Vegas, Nevada

Operations Specialist June 1999 – September 2003

Developed and implemented electronic control systems for maintaining and archiving documents, which included the

review and edit of policies, procedures and post documentation on the LANL DX/NTS website. Reduced risk by ensuring

all requirements governing record creation, maintenance and disposition were met. Served as liaison and primary point

of contact.

Implemented the LANL NTS Lessons Learned (LL) Program. Administered corrective actions by tracking and maintaining

training requirements, WSS and audit information and working on steering committees.

Established and was responsible for the LANL NTS web page, site development, maintenance and software training.

Skills:

• Word • Excel • Outlook • PowerPoint • Visio • Access • MS Project • Workstream Management • Large and Small Team

Management (internal/external) • Process Flow Efficiency • Reference Data Systems • IRS regulations pertaining to

withholding agents • Team Coaching/Team Building • Agile Methodology • Waterfall Methodology

Education:

Currently working towards PMP certification

University of Phoenix: Worked towards a Bachelor’s degree in Information Systems

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