Ernesto E. Weisson

San Antonio, TX ***** - 210-***-**** adzkgk@r.postjobfree.com

Business Planning & Analysis Project Management Program Management

Operations specialist and business analyst with expertise in all facets of administrative duties, significant management negotiating skills. Proven ability developing, prioritizing, collaborating and executing strategic plans sustaining operational effectiveness and driving financial improvement. Intuitive leader with acute business acumen and expertise in building and leading global high-performance teams to drive transformational change, innovation, and value creation. Ability to work well independently under limited supervision. Strong communication and leadership skills, attention to detail and ability to deliver presentations and communicate information effectively. Ability to analyze, multi-task and engage others when brainstorming solutions. Bilingual (English/Spanish).

Excel, Outlook, Power BI, Visio

Tableau, Salesforce, SharePoint

Six Sigma, Agile, Waterfall

Risk Management/Assessments

Contact Center Experience

Quality Assurance

Project Management/CRM

Project Planning/Coordination

Process Mapping/Modeling

Professional Experience

KFORCE at WELLS FARGO, San Antonio, TX 06/2022 - 03/2023

Sr. Technology Business Analyst – Contract

Managed and maintained ServiceNow training, budget forecasts and coordinated new users onboarding.

Gathered analytics, competitive intelligence and member information to support product development.

Handled multiple infrastructure projects with budgets up to 1 million dollars.

Produced weekly project status reports and led the project team through all phases of the project life cycle through the use of project resource management strategies, such as kanban boards, project tasks/calendars.

Developed recommendations to launch new applications and removed outdated designs or programming.

Contributed in final decisions involving product readiness through constant production testing, improving and streamlining processes helping WF meet objectives and goals through the use of Visio and Tableau.

Applied leadership abilities and analytical skills as part of the CRM process to reach optimal results through Project, Time, Task, Quality Assurance and Lead Management.

Oversaw operations of 5 different applications and ensured minimal to 0 downtime.

Introduced agile approach, which resulted in 25% increase in efficiency.

PEYTON RESOURCE GROUP at USAA, San Antonio, TX 12/2019 – 02/2022

Business Program / Project Manager - Contract

Managed, developed and implemented multiple small and large significant projects which had a major operational impact to the organization.

Monitored project schedules, milestone tracking, and test cases to support project excellence.

Implemented solutions for complex business data, information, metrics and processes using Microsoft Power BI to connect disparate data sets, cleansing and transforming data, creating charts and graphs.

Assigned work requests daily across all BBIA work teams and ensured all new requests were promptly expedited, including items related to AML/KRI research assignments.

Worked and helped manage data governance for security, control and optimization of information, compliance and privacy programs implementing data cleansing, agile principles and data warehousing.

Used Waterfall methodologies to clearly define project steps before proceeding with remediation and execution actions once approval to move forward was received.

Conducted effective weekly level communication meetings where complex work items were discussed among the teams with the active participation of directors and managers involving remediation issues.

Presented project findings and progress using PowerPoint and Tableau in addition to Visio for visuals diagrams.

Reduced workflow log by 65% by successfully designing a steady planning strategy and validation steps.

Tackled key operational issues, including the progress, and tracking of over 40 of tickets on a daily basis.

ROBERT HALF at EASTERN BANK, San Antonio, TX 02/2019 – 11/2019

Project Conversion Analyst / Project Manager - Contract

Coordinated and supported implementation of new Bottomline platform involving the small business sector and the utilization of the bank’s Fiserv platform for payment processing.

Captured and extracted customer data using pivot tables and charts in Excel as well as SharePoint, Tableau and Power BI in preparation for online business presentations expanding, reading and speaking data.

Used SharePoint as a document management system and intranet platform where data was stored and shared information across the bank.

Worked on projects using Waterfall methodologies as a way to conduct sequence of executions to ensure the implementation success and business continuity process.

Handled ACH disputes with dispute applications involving Dispute Command Center (DCC).

Demonstrated analytical skills and ability to use information into practical strategies utilizing federal laws, rules, and regulations, including US GAAP/IFRS, NACHA, Reg Z, Reg CC, OCC, Reg E, Reg P, Reg DD.

Converted 2 teams from waterfall to agile methodology, to ensure all deadlines and goals were met simultaneously.

SIGNATURE CONSULTANTS at WELLS FARGO, San Antonio, TX 02/2018 – 10/2018

Technical Project Coordinator / Business Analyst - Contract

Launched special projects to provide a good understanding of system issues through the use of Visio, SaaS and PowerPoint to access, manage, analyze and report on data.

Responsible for managing 5 different teams, coordinating activities and resources in support of technical projects impacting multiple departments and branches across the country.

Maintained, tracked and reported project and budget status; ensured completion of assigned actions; identified project issues and worked with project teams to provide solutions using MS Project Management.

PAX FINANCIAL GROUP, San Antonio, TX 02/2017 – 09/2017

Client Services Manager / Project Manager

Managed a team of 6 associates providing training and support.

Analyzed, defined, and documented client requirements, and obtained approval to proceed to development.

Worked and interacted with the system developers to ensure new program compatibility and functions using SaaS as part of the CRM conversion project.

Developed financial models to assess the financial impact of proposed strategies.

Led the transition and transformation of the company’s entire portfolio from LPL into TD Ameritrade involving IRA accounts using Salesforce and SharePoint utilizing an agile approach.

Oversaw conversion of strategic project to ensure smooth documentation delivery and performed quality assurance duties to maintain regression test suite and other testing scenarios.

THE HARTFORD INSURANCE GROUP, San Antonio, TX 03/2008 – 10/2016

Project Manager

Managed and worked with a team of 12 field risk engineering consultants.

Worked on 4 transnational projects, including 2 with budgets of over $3M.

Responsible for Commercial Insurance, Property, GL and WC inspections and claims.

Handled fraud cases and assigned appropriate investigating duties to loss control field consultants.

Gathered, documented and analyzed business needs and requirements using SharePoint and Siebel as a collaborative platform, data management and storage system.

Participated in moving and consolidating infrastructure from an owned data center to a relocation space.

Developed and executed comprehensive strategic plans to achieve organizational goals and contributed in the improvement of our commercial business sector in New York state by emphasizing customer service, increasing support and rate optimization.

Collaborated with senior management and served as a bridge across multiple departments to help analyze operations and identify areas of improvement, conducting business presentations using Visio, SaaS and Tableau.

Designed operating data model and managed key information assets through the company’s Enterprise Data Governance Program technology platform strategy development and roll out.

Performed process mapping and modeling assignments by creating graphical representations of business processes and workflows.

CHARLES SCHWAB FINANCIAL SERVICES, San Antonio, TX 01/2005 – 02/2008

Registered Financial Representative / Financial Services Manager

Applied advanced knowledge to perform a variety of financial assessments and implemented tools and solutions, business investment and fixed income analysis.

Communicated and analyzed data connecting the various departments within the company to identify opportunities for business operation improvement processes and quality assurance.

Developed financial models to assess the financial impact of proposed strategies, along with solid US GAAP / IFRS banking product knowledge and experience in structured transactions/supporting front office.

Handled disputes involving credit card charges in connection with mutual funds money market accounts, including ACH disputes with dispute applications involving Dispute Command Center (DCC).

Designed and delivered documentation and presentations, including performance reports outlining best investment funds and executive-level presentations for IRA, Simple IRA and 401k retirement plans.

Education & Certifications

Master of Business Administration in International Finance, University of the Incarnate Word, 12/2010

Bachelor of Business Administration in Management, University of Texas at San Antonio, 12/2006

Certifications/Licenses/Skills

Financial Series 6 & 66, Six Sigma, Lean Six Sigma, Six Sigma Green Belt, Tableau, Agile, JIRA, Salesforce, MS Project Management, Time Management, Critical Thinking, Business Process Modeling, SharePoint, Siebel.

Good working knowledge of US GAAP

Proficient with Microsoft Office platforms: Word, Excel, Slack, Zoom, Access, Outlook, Skype, Teams

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