Project Management Financial Services

Rebekah Vereen

Phoenix, AZ 214-***-**** **********@*****.*** LinkedIn

Summary of Qualifications

Accomplished Project Management Professional with over 15 years of transformative leadership in Agile environments. Adept in fostering an Agile mindset and implementing ceremonies across varied teams and projects:

• Agile Transformation: Successfully led diverse development teams and change management, implementing Lean methodologies for continuous, iterative improvement. Skilled in strategizing and executing initiatives that align business goals using Kanban principles.

• Project Management: Experienced in organizing and leading daily stand-ups, sprint planning, sprint reviews, and retrospectives. Expert in collaborating with product owners, ensuring backlog transparency, and managing sprint metrics (burn-downs, velocity) to track progress. Excelling in servant leadership, I facilitate teams towards achieving project milestones and deliverables, efficiently removing impediments and managing risks.

• Process Improvement: Leveraged Kaizen approach to enhance business strategies, optimize team performance, streamline processes, and boost bottom-line profits. Dedicated to fostering strong communication channels and minimizing risks in the process.

• Tools & Technical Skills: Proficient in Agile project management and collaboration tools including Data Analyst, Jira, Air Table, Salesforce, and Slack. Also experienced with Excel

(including Pivot Tables), PowerPoint, Microsoft Suite, and FIS. Experience

American Express, Remote

Project Manager, EBS Fraud 11/2021 – Present

I apply Agile methodology to oversee project planning, risk mitigation, collaboration, scope creation, alignment, resource optimization, cross-functional team management, and written procedure development throughout the project life cycle.

• Spearheaded Fraud recovery projects enforcing principles reducing the project life cycle to reach Regulation E expectations.

• Led the charge in fostering a culture of continuous improvement by driving Lean methodologies, enhancing communication, and measuring team velocity.

• Managed and prioritized product backlog in collaboration with stakeholders, effectively aligning with business objectives and project scope.

• Coordinated risk mitigation strategies, translating project roadmaps into well-defined procedures, thereby reducing associated risks for Fraud products.

• Successfully improved key performance indictors and minutes per item by 15% through strategic implementation and refinement of Agile project management practices. Affirm House, Rialto, CA

Director, Community Outreach 11/2018 - 11/2021

Orchestrated planning and execution of outreach engagements, fostering enhanced communication and collaboration among parents, community-based programs, and school districts.

• Employed Kaizen and Lean methodologies to facilitate innovative problem-solving strategies and continuous improvement initiatives.

• Conceived and coordinated staff and community programs, along with parent-teacher engagement initiatives, resulting in a 30% uplift in overall participation.

• Collaborated with Subject Matter Experts to introduce automated reporting systems, successfully identifying trends and enhancing marketing value.

• Emphasized the importance of transparency, inspection, and adaptation, key values, in all activities.

Wells Fargo, Riverside, CA

Assistant Vice President, Financial Services 07/2016 – 11/2018 Engineered sales and business strategies to drive growth, leading to the identification of new opportunities, identified trends, managed promotional campaigns and cultivation of strong client relationships.

• Led weekly strategy sessions, nurturing a safe space for team development, and understanding of operational systems.

• Introduced innovative strategic initiatives under an Agile framework, successfully managing project scope, cost, quality, communication, and risks; contributing to a sustained monthly profit generation of $500,000.

• Regularly reviewed team performance, implementing policies across departments, while fostering an environment conducive to open communication and continuous learning, key aspects of a successful Agile environment.

• Advocated for the organization's social welfare, by maintaining strong stakeholder relationships, and demonstrating strong servant leadership.

Exeter Finance, Remote

Regional Manager, Financial Services 06/2013 – 07/2016 Provided servant leadership to a team of 5 colleagues, cultivating a supportive culture and setting clear, measurable performance goals aligned with company objectives and stakeholders.

• Facilitated collaboration with internal stakeholders, reinforcing the Lean framework by promoting open communication, transparency, and shared responsibility.

• Conducted weekly performance and trend analysis, providing feedback, coaching, and strategies for continuous improvement.

• Championed sales innovations and strategic initiatives with emphasis on cost analysis, stakeholder communication, risk management, and compliance with federal guidelines.

• Leveraged the Kaizen methodology to turn around an underperforming sector by 50% increase, highlighting a profound understanding of iterative improvement principles.

• Utilized Kaizen methodology to transform an underperforming territory, demonstrating a firm grasp of iterative.

Capital One/Santander, Remote

Area Sales Manager, Financial Services 10/2005 – 06/2013 Developed and executed effective strategies to achieve sales targets, employing key performance indicators to measure sales effectiveness and territory performance, akin to tracking progress in a Agile environment.Developed sales strategies to increase profit in a start-up environment.

• Identified areas for process improvement, holding partners accountable and fostering a culture of high standards and continuous improvement.

• Led sales meetings to provide feedback and insights, echoing the retrospectives to improve teams way if work.

• Utilized business intelligence tools to streamline management processes, mirroring the use of SalesForce tools in tracking progress, managing backlogs, and optimizing workflow.

• Consistently recognized as a top producer within the organization, demonstrating commitment to performance excellence and high-quality deliverables. Education

California Baptist University - Master of Public Administration, MPA University of Phoenix - Bachelor of Science, Business Management Project Management Institute – Discipline Agile Scrum Master, DASM

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