Walt Jefferson

Lathrop, California 510-***-**** ad2agp@r.postjobfree.com https://www.linkedin.com/in/walt- jefferson

Technical Project Manager Senior Product Manager Highly motivated and results-oriented Project Management Specialist with 12+ years of experience leading successful project implementations within the Financial Reporting landscape. Possess strong technical proficiency in JIRA, Workday, Domo, Business Objects, and Cognos Reporting, along with proven leadership and communication skills to effectively manage scrum teams and deliver projects on time and within budget.

AREAS OF EXPERTISE

Agile & Waterfall

Leadership

Workflow & Interface Config.

Financial Reporting

Scrum Methodology

Vendor Relations

Project Management

Quality Assurance

Technical Communication

Strategic Planning

Stakeholder Management

Change Management

TECHNICAL PROFICIENCY

Operating Systems: Windows, XP, Vista, windows server, Linux (Debian), Chrome OS, MAC OSX Software: MS Office 365 (Microsoft Word, Excel, Outlook, PowerPoint, Access), MS Visio, SAP, Splunk, JIRA, Sales force Classic & Lighting, Service Now, Lotus Notes, CRM, ITIL, ITSM, Workday, Empower, Encompass, Accela, Snowflake, SAS Languages: JAVA, SQL, JAVASCRIPT, HTML, C++, Python PROFESSIONAL EXPERIENCE

GOOGLE 5/2022 to 11/2023 (project ending)

Technical Project Manager, Sunnyvale, CA

Developed and maintained complex financial models to evaluate project feasibility and potential risks.

Led the successful implementation of a new Domo dashboard for financial reporting, resulting in a 20% improvement in data accessibility and a 15% reduction in report generation time.

Managed a cross-functional team of developers and analysts to deliver a complex Workday integration project on time and within budget, exceeding departmental expectations.

Developed and implemented a standardized project governance framework, improving communication, risk management, and overall project execution efficiency.

Proactively identified and mitigated potential risks during a BI platform migration, avoiding project delays and ensuring a smooth transition for users.

Performed troubleshooting of high-level technical issues using Service Now and Salesforce Classic and Lightning.

Part of a team that performed the implementation of Microsoft 365 and system updates, Web base design, customizations, testing, quality assurance, configuration changes, and creating reports

Led the successful implementation of a new Salesforce Service Cloud instance for a Fortune 500 company, resulting in a 20% reduction in ticket resolution time and a 15% increase in customer satisfaction.

Managed a cross-functional team of developers, analysts, and business users to deliver a complex integration between Salesforce and an external ticketing system, achieving on-time completion and exceeding business requirements.

Developed interactive dashboards in Power BI, enabling real-time monitoring of KPI’s.

Managed project budgets, tracked expenditures, and ensured adherence to financial goals. DISCOVER 2/2022 to 5/2022

Senior Business Analyst, Remote, CA

Helped team design and maintain Discover’s fraud and authorization system infrastructure.

Worked directly with Government agencies using JavaScript, Snowflake, SQL, and Accela software to detect suspicious account activity and ensured framework for millions of transactions a day met rigorous requirements and business needs.

Conducted data validation and quality assurance to guarantee accurate results.

Partnered with technology and business stakeholders across internal teams and external vendors to identify solutions to control fraud risks and reduce incidents and losses.

Wrote and managed code for the fraud platform, and ensured issues were resolved efficiently.

Tracked and provided support for cross-functional teams using SQL, SAS, and Snowflake software.

Monitored suspicious activity, delivery of solutions, and clarified scope strategic goals for stakeholders.

GOOGLE (VENDOR) 6/2019 to 2/2022

Lead Technical Project Manager, Sunnyvale, CA

Collaborated with cross-functional teams to customize and maintain both Salesforce Classic and Lightning features ensuring optimal functionality.

Partnered with Data Analytics team in developing Power BI reports and Dashboards for executive reporting.

Facilitated stakeholder workshops and product demonstrations to build consensus and secure approval for a major customer support initiative, leading to a successful deployment and improved customer experience.

Streamlined change management processes by streamlining documentation and communication channels, minimizing disruption and ensuring smooth transitions for impacted users.

Managed data quality and integrity, conducted data imports, and resolved user issues.

Triaged and troubleshoot Buganizer “Jira type” tickets and met all SLA requirements.

Created and managed reports and dashboards to provide actionable insights to management and improve decision-making processes.

Monitored and ensured compliance with relevant regulatory requirements and industry standards.

Played a key role in the successful execution and financial performance of both software and hardware resources for teams to run their services.

Developed and drafted play books and knowledge based documentation to support compliance process, procedures and guidelines.

Designed and executed workflow rules and process automation to streamline business processes, resulting in increased operational efficiency.

Drafted reports and analyzed data to assure that teams ran efficiently to increase production, and monitor customer satisfaction surveys.

ICE TECHNOLOGY 1/2018 to 4/2019

Lead Technical Support Engineer, Pleasanton, CA

Supported the Services & Infrastructure Finance team in analyzing investment opportunities.

Performed troubleshooting for Escalations, Tier 1, and other priority issues.

Supervised escalation support operations, equipment installations, configurations, and effective system use procedures.

Presided over preventative maintenance, technical incident resolution, the inspection of products for proper design and layout both virtually and in-person.

Assisted in the preparation of financial reports, presentations, and proposals for clients and stakeholders.

Conducted due diligence on potential investments and assessed their financial viability.

Contributed to the development and implementation of financial strategies to maximize returns.

Played a vital role in evaluating and improving financial processes and procedures.

Supported product-oriented cross functional teams in JIRA case investigations and resolutions and drafted knowledge articles to aid clients.

Collaborated with compliance and legal related to enterprise wide fraud risks, along with laws and regulations by FCRM Governance.

Guaranteed that all projects are delivered on time, within scope and budget, and that service level agreements (SLA) were met, resulting in the top client survey rating average of 4.85% out of 5%. ACADEMY MORTGAGE CORPORATION 5/2014 to 12/2017

Senior Business Analyst, Morgan Hill, CA

Responsible for on-boarding and provisioning new hires and existing employees.

Helped improve department procedures through providing a wide range of industry knowledge, standards, and marketing trends streamlining mortgage loans procedures.

Analyzed, validated, and documented business processes and system requirements using business analysis tools with agile methodology for Encompass software development.

Drafted team playbooks, knowledge articles, training materials, and provided training to end-users and staff.

Steered the review of revisions of project scope, scheduling, to guarantee all projects were delivered on time and within budget, communicated projects, scope, objectives, and technical feasibility to management and all relevant stakeholders.

Thoroughly evaluated and assessed loan application portfolios including home equity lines of credit, collateral, and the overall credit limit. Determined the degree of risk and documented the relevant reasons for the approval or disapproval.

Performed technical system upgrades, software installations, database enhancements, and scripting.

WELLS FARGO BANK/CISCO SYSTEMS (CONTRACTOR) 2/2009 to 5/2014 Senior Financial Analyst – Contractor Worker, San Francisco, CA

Delivered multiple large scale business improvement projects to improve efficiency to ensure all process documents are of a high level of quality and consistency that is logical and comprehensive.

Guiding projects from launch to success, orchestrated sprints via planning sessions, refine backlogs collaboratively, and fuel daily stand-ups with clear direction, all while keeping a pulse on progress through custom JIRA dashboards.

Agile champion, I brought projects to life by hosting engaging sprints and fostering backlog refinement. I crafted JIRA dashboards and kept progress transparent, ensuring everyone navigates with confidence.

Collaborated with cross-functional teams on campaigns for the development of new automated software enhancement tools and conducted data validation and quality assurance.

Documented functional and non-functional system/software requirements.

Drafted audit compliance checklists relating to CFPB regulatory changes and oversaw the successful delivery of key solutions clarifying scope and strategic goals for all stakeholders.

Worked as part of an agile team to provide solutions and deliver projects in a fast paced environment.

Managed the availability of internal project resources, vendor collaboration, and partner involvement for strategic deliverables. Completed complex timely reports as related to BSA, including but not limited to Currency Transaction Reports and Suspicious Activity Reports.

Steered investigative financial analysis, in accordance with small business administration, Express, and 504 loan programs, to offer a wide range of financing solutions to help businesses succeed.

EDUCATION & TRAINING

Accounting Certification Ohlone College, Fremont, California Associate’s Degree in Computer Science Western Technical College, Fremont, California Leadership & Management Training Program Certification Northridge University, Long Beach, CA Money Laundering & Fraud Prevention Practices Certification Direct Endorsement in Government Underwriting (Chums) Encompass Administration Certification

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