LIZA OGWEL

*** *. ***** **. *******, WA *****

acy7rf@r.postjobfree.com, 206-***-****

PROFESSIONAL PROFILE:

Dynamic leader, 10+ years of experience training, developing and managing diverse teams during times of organizational change.

Adept Technical Project Manager Process Improvements, SDLC Documentation, Requirements Gathering, Strategic Planning, Scheduling, Agile/Scrum, Software & Application Development.

Accomplished electronic payments processing manager-processing of $100m per day. Accredited ACH Professional (AAP)-NACHA.

Extensive international experience--resided internationally in Kenya and Italy, traveled to 11 countries, proficient in 3 languages. Interest in working for a multinational company and ability to relocate to another country or travel extensively.

RELEVANT EXPERIENCE:

Project Manager (Contract) Feb. 2016-Feb. 2017

BECU, Tukwila, WA,

Manage various Mortgage and Lending projects simultaneously: Ensure projects remain on task and schedule. Utilize Excel, OneNote, MS Project and an internal project tracking tool.

Create monthly Financial Reports utilizing Oracle’s PeopleSoft for mortgage division.

Daily supervision of A/P & A/R processing for mortgage division.

Created databases using Access and connected them to SharePoint. Analyze data and create reports. Write queries and conduct data analysis and reporting using SQL.

Develop operational performance reporting tools and methodologies--Utilize MS Project, Tableau for dashboards. Maintain staffing capacity models and plan expense reporting. Streamlined budget processes.

Lead Training and Development programs for Mortgage staff of 210 employees. Write training materials and job aids and instruct a diverse team of employees in best practices.

Develop weekly and monthly reports for board meetings and business reviews. Run reports, write executive level summaries of Mortgage results and distribute via SharePoint.

Sr. Branch Operations Analyst Dec. 2014-Nov. 2015

Homestreet Bank, Federal Way, WA

Facilitated processing of $100m in daily wires and responsible for the daily balancing of Federal Reserve Bank GL.

Supervised daily operations of 42 retail branches, including recently acquired branches in CA.

Mentored and guided branch leaders on new policy adoption, process improvement, and customer service solutions.

Motivated and encouraged employees and new hires after a 60% reduction in staff due to a merger. Fostered a work environment where everyone felt welcome and valued.

Developed training materials and job aids, set evaluation metrics for wire desk new hires. Managed daily functions of balancing of wire desk and 7 employees.

Prepared procedures as needed on various policies and processes that related to retail banking and wire desk duties: utilized GFX (Fundtech system), Fedline Web and Fedline Advantage.

Accounting/ACH EFT Professional Mar. 2012-Dec. 2014

Salal Credit Union, Seattle, WA

Projects Managed:

“Prologue Implementation (new accounting software)”: Reviewed and validated 200+ reports, across 7 business units on old system (Episys) and identified which reports would be needed upon completion of new system. Wrote all procedures and jobs aids pertaining to the new system, conducted training with 30 employees, tested GL/systems accounts. (1 year)

“Cannabis Accounts Processing”: Met with vendors and internal teams to set up General Ledgers tied to cannabis accounts, wrote procedures and job aids and trained staff accordingly, tested our systems (Prologue/Symitar). (1 year)

“Loomis Vault GL/Business Cash Reconciliation”: Led reconciliation after a Moss Adams audit showed a $500k loss. Lead meetings with vendors (Jack Henry, Diebold and Loomis) to gather information, completed the reconciliation project and found no loss. Utilized Excel, Symitar and Prologue, Loomis and Jack Henry Reports to complete balancing and required postings. Received positive feedback from leadership team and a spot bonus for superior performance. (6 months)

Completed procedures for all accounting functions, legal tasks, Deceased, Levies, DOR-E Withhold Process and Subpoenas. (1 year)

General Tasks:

Developed and implemented a control system for Securities in collaboration with the CFO and another business analyst.

Prepared monthly Accounting Metrics; a report used to give an overview of the performance of the Accounting Department on a monthly basis.

Built relationships with 100 employees and aided cross functional teams. Fostered an environment where employees felt supported and valued.

Month End Closing, A/P & A/R, Call Report, Cash Branch Ordering, ATM Cash Ordering, PPS Reconciling, ACH Reconciling, Share Branch Reconciliation, ATM Reconciliation, VISA Reconciliation, Branch & Lockbox Balancing, Check Register Balancing and Unclaimed Property.

Earned ACH Professional Accreditation, (AAP)-NACHA, October 2014.

Transaction Coordinator Oct. 2010-Mar. 2012

John L Scott Property Management, Seattle, WA

Facilitated timely and accurate processing of ACH items, ACH exceptions and ACH origination.

Lead bookkeeping including daily account payables, account receivables statements and billing for 300 clients.

Prepared income and balance sheet statements and various other accounting reports for multi-million dollar accounts.

Account Relationship Manager, Private Banking Nov. 2007-Jun.2010

Northern Trust, Seattle, WA

Partnered with senior relationship managers to provide investment account solutions to individual investors, corporations and non-profit organizations. Experience supporting billion dollar and multi-million dollar family accounts.

Processed daily transactions, loan payments, lines of credit, money transfers, tax payments and banking transactions for billion and multi-million dollar accounts. Completed weekly and monthly reconciliations.

Lead the launch of a new private banking system, Metavante. Met with stakeholders in Chicago to gather requirements, created materials and job aids and trained Seattle staff members in best practices for the new system.

Performed weekly, monthly and quarterly audits of banking operations for Private Banking.

Prepared documentation and performed account openings for trusts, corporations, partnerships, nonprofit organizations, individual and joint accounts. Paid and monitored overdrafts.

EDUCATION:

Master of Arts Degree in Organizational Leadership 2011

Gonzaga University, Spokane, WA

-Program focused on Models of Leadership, Diversity and Organizational Change, Team Dynamics, and Change Management Leadership.

Bachelor of Arts Degree, Theatre 2007

University of Washington, Seattle, WA

SKILLS & CERTIFICATIONS:

Certifications/Licenses:

Accredited ACH Professional (AAP)-NACHA, October, 2014

Registered for PMP Exam, Certified PMP by March 2017

Software: Microsoft Office, i.e., Access (build a database from scratch), Visio, OneNote, Excel (macros, pivot tables, VLOOKUP, HLOOKUP), OneList, MS Project, JIRA, Smartsheet, SharePoint, Episys, Prologue, Salesforce CRM

Programming Languages: JavaScript, HTML, CSS, jQuery, Node.js, AngularJS

Data Query: SQL, Business Objects, Tableau

Databases: Oracle EPM Hyperion, PeopleSoft EPM, SQL Server, Oracle, RDBMS

Accounting/Electronic Payment Processing: Month End Closing, Call Report, A/P & A/R, Corporate Check Register Reconciliation, ATM Adjustments, GL Reconciliation, ACH Balancing & Posting, Visa Balancing, ATM Balancing, Share Draft Posting, Cash Ordering, Daily Wire Processing & Balancing, Stop/Lost Money Order’s & Cashier’s Check Processing, Check Exception Reports, Stale Date Check Processing, Unclaimed Property, Fed Adjustments, Collections, Compliance, Audits, Legal, Cost-Accounting-Budgeting Analysis

INTERESTS:

Languages/International Travel: Traveled to Kenya, Tanzania, Canada, UK, Ireland, Netherlands, Belgium, Germany, Italy, Thailand and Spain. Proficient in 3 Languages: English, Swahili and Luo.

Community Involvement: Volunteer, Stand Up for Kids, Seattle, WA work with youth in transitional housing and provide career mentoring and support services.

Outdoor Sports: hiking, kayaking, skiing, sailing, running, yoga, weightlifting

Reading List: Contact, Carl Sagan. No Future Without Forgiveness, Desmond Tutu. On Becoming a Servant Leader, Robert Greenleaf.

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