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Project Management Customer Service

Houston, TX
April 27, 2016

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Toni Lewis, B.S.BA, M.S. OPM

**** ******** **. *** **** • Houston, TX 77056 • 318-***-**** •

Details-driven leader eager to offer broad scope of Operations and Project Management, Strategic Analysis, Finance, Risk Management, and Consulting talents toward maximizing your company’s bottom-line results within a growth-oriented role.

Profile of Qualifications

Predictive Analytic Tools

Operations Management

Project management

Aggregate Economic Analysis

Management Science

Applied Statistics

Service Operations Management

Domestic /International Finance

Structured Finance

Six Sigma

Business Research

Supply Chain Management

Ambitious self-starter who offers proven experience in strategic business / financial analysis, project management, and investment plans, and showcases the unique ability to see the “big picture” in high-pressure situations.

Integral leader who organizes, analyzes, and interprets targeted statistical data to optimize profits in coordination with objectives, including demonstrating knowledge of forward-thinking operations management and economic analysis.

Top performer who plans, prioritizes, and completes high-level business tasks within fast-paced, deadline-driven situations.

Professional Synopsis

ERP Project Manager, Covia Health (START-UP), Houston, TX 2014 – 2016

Developed baseline MRP process maps to establish/confirm BBP and all data exchange points

Coordinated with CIO and software/applications consultants on the design and development of ERP application

Worked with IT Director to reconcile any hardware or database divergence and facilitate integration of ERP

Collaborated with consultants, IT Director, project management, and department stakeholders on application alpha and beta testing. Creating Revenue Cycle Management and Forecasting with the Controller.

Worked with consultants to develop power user and user training apparatus and execute the application training schedule

Facilitated deployment of ERP (Microsoft Dynamics NAV) application and subsequent “Go-Live” effort

Provided site integration and implementation of all Regional Service Hubs (RSH)

Developed project plans that are practical and appropriate in scope that includes resource assessment and implementation timelines.

Developed and executed the analytic and measurement strategy for all projects, including key metrics, identification of data sources and collection. Also, created concise, compelling, easy to follow reports of data to support projects under my leadership

Communicated team progress towards milestone achievement and critical factors and obstacles to stakeholders, executives, and hedge fund

Employed a variety of rigorous performance improvement methodologies such as root cause analysis, Toyota Production System, A3 Problem Solving, Value Stream Mapping, Theory of Constraints, SIPOC

Project Management Consultant, Calton Hill Capital Markets, Houston, TX 2010 – 2014

Utilize broad scope of industry knowledge to provide forward-thinking financial consultations for a Funding & Acquisitions business unit, including supporting the development of credit facilities and structured financial arrangements for associated target mergers and acquisitions using debt, equity, and mezzanine financing with core credit enhancements.

Project-manage turnaround efforts and comprehensive financing restructures and target due-diligence.

Implement business applications and operations infrastructure (ERP, MRP, CRM, & Database Management

Perform as an integral CHCM liaison with Greater Houston Partnership for Healthcare Business Development Committee; Medical, Biotechnology, and Nanotechnology Cluster Council; and International Business Issues Committee, as well as the National Association of Certified Valuation Analysts and the National Association for Business Economics.

Loan Officer, ACCION – Texas – Louisiana, Shreveport, LA 2010

Led fundraising, public relations, and marketing in North Louisiana to develop investment and business opportunities, along with cost-effectively managing budget, proceeds, and quality control, as well as related information dissemination.

Decreased operating costs while increasing core efficiency and continually ensuring outstanding and consistent branding.

Campaign Analyst, ReachLocal, Shreveport, LA 2009 – 2010

Built and sustained profitable operations by ensuring retention of high-level client advertising accounts via review of campaign set-up, active campaign management, and execution of excellence in customer service, along with developing valuable relationships with clients via timely follow-up and communications to boost success within competitive markets.

Contributed sharp analytical abilities toward evaluating innovative internet advertising campaigns to meet and / or exceed client expectations for various performance metrics (e.g. low click-through rate, high cost per click), along with delivering resourceful education on campaign performance and Return on Investment (ROI) received to optimize client knowledge.

Conceptualized, developed, and implemented unique solutions for wide-ranging technical issues concerning advertising.

Financial Analyst / Trust Associate, Bank of New York Mellon, Houston, TX 2007 – 2008

Processed and monitored movement of funds throughout a Structured Finance and Collateralized Debt Obligation Group, including processing security transactions, periodic payments for assigned Collateralized Bond Obligations and Collateralized Loan Obligations, monthly collateral management reports, and bi-weekly CLO and CBO account reports.

Gathered large-scale data from agent banks to support Collateral Manager decision-making, ran hypotheticals to determine how securities purchases and sales would alter strengths of deals and accounts, and monitored key compliance.

Education & Technical Summary

Masters of Science in Operations and Project Management Southern New Hampshire University (2015)

Bachelor of Science in Business Administration (3.67 GPA) LSU –Shreveport (2007)

MS Office, MS Access, SAP Epicore, Infor, Great Plains, MRP, ERP, CRM,& Six Sigma Black Belt/ PM Certification

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