Dawn Tishler
Danville, CA
***********@*****.***
www.linkedin.com/pub/dawn-tishler/5/167/203/
PROGRAM PORTFOLIO MANAGEMENT
Over 17 years of project leadership experience driving strategic business and technology enabled, revenue focused solutions in the financial services industry
Extensive experience in portfolio, program and project management including: scaled agile framework portfolio management, business analysis, technical product development, customer reporting solutions, web internet technologies, middleware and backend infrastructure, and application and software efforts
Excellent communication, influence, team and relationship building, stakeholder management and complex organization navigation skills
Track record of driving sustainable strategic capability implementations while minimizing day to day operational disruption at the same time delivering results and quality client-focused work within constrained timelines
Expert program development experience including: multi-year roadmap development, enterprise annual planning and budgeting, business case development, portfolio and project financial management, resource planning, vendor/consultant selection and management, contract negotiation and procurement
Proven record managing large company initiatives with program budgets ranging from 16M to 155M
PROFESSIONAL EXPERIENCE
Bank of the West, San Ramon, CA Dec 2014 – To Present
Manager of the CCAR Program/Portfolio
Manage a team of Senior Technical Project Managers in the Business Intelligence and Data Management team for the CCAR Program.
Responsible for financial management of the CCAR Technical Budget; monthly, quarterly and yearly planning
Manage CCAR Document Governance and compliance according to FRB requirements
Ensure adherence to standard and agreed upon project methodologies while delivering on time, on scope and on budget. Collaborate and communicate across all functional areas to ensure priorities
Project Portfolio Management Consultant, San Francisco, CA Feb 2014 – Dec 2014
Project Management Consultant
Responsible for standing up the new IHC IT Program Office for the development of the new Intermediate Holding Company for one of the top 25 commercial banks in the nation.
Developed the re-structuring of the portfolio standards and reporting for the technology operations department for the one of the largest combination natural gas and electric utilities in the United States. Instrumental in prioritizing the portfolio for an estimated $155M Technology Implementation program mandated by the PUC. Responsible for establishing process for tracking projects from initiation through implementation and reporting standards as outlined by PUC audits.
AAA (NCNU), Emeryville, CA Sep 2012 - Feb 2014
Manager of the Enterprise Portfolio Management Office
Accountable for leading strategic, high-visibility, complex projects (i.e., development of membership and POS in the Cloud system, a multi- million dollar effort). Managed team of 18 program and project manager as well as Scrum Masters.
Developed new Enterprise Portfolio Management Office which included forming and fostering a high performance team of senior level Program Managers, new Portfolio tools, project intake, governance and reporting tool. Focused on value stream added, continuous improvement and evolving the strategic and execution framework
Created new format for yearly budgeting and initiative project prioritization planning, including defining business impacts for key strategic projects
Program Managed a new cloud based membership and POS system, which resulted in an operational expense savings of 4.5M per month and 35% decrease in staff allocation of time
Deployed companywide ERP, HCM cloud based system
BLACKHAWK NETWORK, Pleasanton, CA Feb 2011 - Sep 2012
Director Portfolio Manager, Financial Services, Project Management Office
Managed team of eight program and project managers.
Developed strategies to support ongoing changes within technology and business partners for continuous improved project execution
Managed a Portfolio budget of 4.2M
Facilitated project steering committee discussions as it related to business unit technical strategic yearly planning sessions
Oversaw employee Performance Management Program (PMP); employee training and development in conjunction with the PMOC and the Scaled Agile Framework
Program Managed large company initiatives around financial services and ERP buildout
Managed PCI Compliance for the Business Applications and Infrastructure groups. Responsible for managing all the remediation, documentation, testing and successful audit of PCI & SOX Compliance.
WELLS FARGO BANK, San Francisco, CA Nov 2008 - Jan 2011
Senior Program Manager, Wealth Management Technology Wachovia Merger Projects (largest financial industry merger in history at the time).
Managed a team of Program Managers across 64 projects that transitioned 268+ Line of Business applications to technology owned platforms/systems/applications, in close alignment with the Application Rationalization strategy and latest target state architecture for data management.
Successfully managed Program budget of 126M
Utilized Agile Project Management methodology while adhering to Enterprise Project Methodology required by Wells Fargo Technology Operations Group
Collaborated with business partners to develop technology concepts, requirements, design alternatives, project schedules, and costs for new systems initiatives and ensuring the PMO Governance was adhered to
Planed and directed program schedules and budgets, monitoring project status in comparison to cost/time projections
Provided consistent and comprehensive project updates and ongoing costs analysis, issue management and communication with business lines and technology management
WASHINGTON MUTUAL, INC., Emeryville, CA Nov 2007- Nov 2008
Technical Program Manager and Subject Matter Expert, Marketing Technology Group
Developed requirements according to all Federal and State deposit regulatory standards (KYC, CIP, BSA, Reg. P, Reg. D, Reg. DD, Reg. CC etc.) while adhering to bank policy and procedures
Analyzed, mitigated, and communicated possible risk exposure
Managed team of 27 engineers in fast-paced complex application architecture environment with daily interactions with multi-disciplinary technical teams onshore and offshore
Managed internet technology projects with data migration/conversion related to the Chase/WAMU merger and acquisition
Utilized Agile Project Management, PMLC and SDLC methodologies while managing multiple medium-to-high complexity IT projects simultaneously
CHARLES SCHWAB & COMPANY, INC., San Francisco, CA Nov 2006 – Nov 2007
Program Director, Primitive Logic Consulting
Responsible for multiple large-scale IT projects on multi-platform software infrastructure and hardware systems related to such areas as a reporting data mart, multiple channel data provisioning and dynamic load balancing.
Collaborated with business partners and analysts to define project requirements within system architects and engineering teams to develop and execute clear, accurate, and complete project plans
Responsible for coordination with third-party technology vendors and remote technical infrastructure teams
Managed all aspects of project delivery including defining project scope, specifying deliverables, estimating duration, effort, and cost, and creating detailed project plans and status
HOMECOMINGS FINANCIAL NETWORK, LLP, Petaluma, CA Dec 2005 – Nov 2006
Senior Project Manager / Business Solutions Analyst
Managed various aspects of requirements design process, including defining and documenting internal and external user interfaces, systems and data requirements and definition
Supported prototyping activities to validate business requirements and solution definition
Developed quality assurance and defined testing strategy and risks
SITERRA INC, Novato, CA Jan 2005 – Dec 2005
Senior Technical Manager
Worked with client to prioritized and define customer solutions and product enhancement initiatives
Issue work orders, tracked POs and forecast potential client revenue
Priced and tracked projects to ensure target profitability was reached on individual project and client basis
Owned project and release schedules, managing projects to successful completion
Provided technical support to project team members and handled complex application features and technical designs
Helped design and develop the CRM solution.
Identified and mitigated risks; acted as a point of escalation.
ATHENS CONSULTING SERVICES, Concord, CA Jan 2002 – Jan 2005
Project Manager, Job Analyst / Specialist
Responsible for project management and implementation of each client project and to report to management the status of each project on a regular basis.
Prepared proposals and contracts for clients purchasing our Occupational Disability Management Program
EDUCATION / PROFESSIONAL DEVELOPMENT
Coursework, Professional Studies/Liberal Arts, Austin Peay State University
Advance Project Management Certification, Stanford University
Process Mapping and Reengineer Bus Processes, Pepperdine University
SPECIALIZED TRAINING
Black Belt Six Sigma project management, MS Word, Excel, Access, Project, Rational Unified Process (RUP), Unified Modeling Language (UML), Agile Project Management, Mingle, ClearCase, ClearQuest, PlanView, Visio, Oracle, Dreamweaver, HTML, Track-it, Microsoft Visual Safe Source, Sharepoint, Series 7 training, SQL, Product Development, Project Management, Business Solutions, Business Analyst, AT Task, Clarizon, WorkDay, Jive, Box, Microstrategy, Version One, Agile Specialist, Agile Release Engineer, SAP, SRM, ERP, Regulatory Compliance, Dodd-Frank, AML, Commercial Banking, Retail Banking, SDLC, EDW, Data Governance, Master Data Management, Dashboard Reporting, Business Process, Strategist, Strategy
AWARDS, CERTIFICATIONS and PROFESSIONAL AFFILIATIONS
Charles Schwab & Co., Inc., Excellence in Service, Schwab Information Technology
Charles Schwab & Co., Inc., Excellence in Service, Y2K Project
Interactive Associates, Essential Facilitation, Core Skills for Guiding Groups
Project Management Institute (PMI), San Francisco, California
Agile Specialist