Project Management Business Process Specialist / Coordination Manager

Leslie Locklear

(Cell) 925-***-****

**************@*****.***

Actively seeking a position in

Project Management Coordination

Energetic, success-driven professional with over 8+ years of experience in project management, and 6+ years of experience managing learning management systems and collaborative systems (onboarding and offboarding consultants), project management (project coordination and change management) at leading companies such as Bio-RAD, Chevron, Union Bank, MUFG N.A., and Wells Fargo.

I have consistently demonstrated my ability to coordinate, manage, and deliver global migration, IT, and staff augmentation projects effectively. I am skilled in project management tools, financial planning, and budgeting, managing 10+ projects simultaneously, while also maintaining other deliverables, enhancing system processes, and fostering strong cross-functional collaboration throughout the project lifecycle.

COMPENTENCIES

Ability to establish rapport quickly, credibility, and trust throughout the organization at all levels to drive consensus with program stakeholders. Prior offshoring experience (transition/change management/administration) learning, end-to-end concepts, and concrete attributes, utilizing advanced skills for various data resourcing and document management tools for reporting purposes:

Stakeholder Engagement / Implementation

Project Cost and Financial Management

Change / Process Development / Data Management

Operation, Integration Controls, and Compliance

Vendor Relations

Procurement and Resource Management

Communication Planning

My strengths in stakeholder engagement and change management, combined with my proficiency in risk management and financial planning, drive project success and consistently exceed stakeholder expectations. I confidently manage budgets and ensure project milestones are met on time and within scope.

Technical: Innate ability to learn complex business systems and applications to quickly become a PMO and/or project team Subject Matter Expert (SME)

Related databases, analytic tools, and queries experience: EPMO, and Account Management tools, Clarity, STAMP, PlanView, PPM, CCM, Journal Entry, AR/AP, and Accrual’s experience; SharePoint, SAP, SAS, MAXIMO-IBM, uPerform, Success Factors Learning Management Systems (LMS), conducting VLOOKUP, Task Pulse, Service Now – IT Service Management (service tickets), MyRequest and MyAccess, Aveksa, Google-based applications, Extra and INEA, TTS, Universal Workstation, Remedy (Incident/Change), PAC2000

,

Established governance and managed SharePoint:

Microsoft Windows – various versions of systems and applications: Strong Skills MS Word, Excel, PowerPoint, and Outlook, Google Suits Project, Visio, IM, and Webex, with some Jira, and Confluence.

Financial Management – Managed financial/budget controls efforts (AP/AR, GL, Journal Entry), monthly budgeting, forecasting, and resource management (allocation and tracking), CAPEX/OPEX RFP and RFI, AR/AP, accruals, and performed quantitative analysis and NPV. Budget management, tracking, and reporting. Performed query searches and managed data quality; diagnosed issues, identified root causes, and provided recommendations to ensure accuracy.

PROFESSIONAL EXPERIENCE

MUFG – Union Bank, N.A. April 2022 – November 2024

Project Manager - Global Migration Transition Lead

Align efforts to meet the needs of stakeholders on a global scale. Partnered with stakeholders, global vendors, and IT to gather business requirements needed for system modifications, enhancements, and implementation

•Project Management - Supported project plan, tracked progress, and reported results to all stakeholders

•Collaborated with cross-functional teams to achieve goals.

•Supported and trained efforts and managed five rotational analysts.

•Conducted stakeholder meetings - detailed updates and next steps to meet project milestones, brainstorm ideas, and determine appropriate task management techniques.

•Determine daily priorities, ensuring efficient and on-time delivery of project tasks and milestones

•Communicate effectively with all levels of stakeholders, including executives.

•Risk Management - followed proper escalation procedures, assessed business processes and system inefficiencies, managed vendor relationships, delivered timely reporting of issues and impact to project progress, developed remediation and action plan

MUFG – Union Bank, N.A. May 2020 – April 2022

BUC-Regional Banking

Senior Business Process Specialist / Project Manager II

Offshore Facilitation Coordinator - Support MUFG’s Controllers & Tax Services (CTS) team by facilitating offshore administration functions, including onboarding offshore resources, monitoring and reporting transition deliverables, issues escalation, and remediation.

Responsible for ensuring timely systems/applications/shared drive access, and associated aging/monitoring/escalation.

Monitor the status and documentation of offshore resource training

•Coordinate and provide communication across CTS teams, and with associated SMEs, PMOs, and CTS leadership

•Conducted weekly and monthly audits - resource training and tracking, and scoring

•Managed scheduling and resource management for over 150 resources

•Change management - Support system conversions, upgrades, enhancements. Work with business teams to ensure CTS’s best-practices requirements are met, and coordinate meetings with stakeholders.

•Documented project closure activities, lessons learned, best practices, and additional reference resources

•Partnered with established and monitored service level agreements, associated calculations, and reporting for Offshoring efforts

•Managed migration engagement risk without sacrificing quality, considering all potential risks and escalating to MUFG management as appropriate.

Family Medical Leave, as well as a startup company, IPM - Investment Project Management

September 2016 – February 2019

IPM - Investment Project Management - East Chicago, Indiana

Real Estate Investment

After taking time off for family business and education interests, transition back to the financial/project management field.

Worked as a financial analyst and project management work employment – working for a small home-based investment start-up company (wholesale and rehab). Subject Matter Expert (SME) - defined and created project start-up activity log and documentation for family business; led project scope and business requirements, operational planning efforts; end-to-end initiatives, developed and defined milestone schedule and critical path, and punch-list.

Bio-Rad - Hercules, CA March 2016-August 2016

Technology Adoption /

Organizational Change Management & Readiness Group

Organizational Change Management – PMO Business Process Specialist/LMS Administrator

Managed a wide variety of activities, strategies, and tools to support related work efforts (training, communications, security and role mapping); system implementation and/or process transformation: Support Organizational Change Management (OCM) manager and OCM Specialist (Project Manager I) function.

Work with the OCM team members and the user community to understand LMS requested updates/changes, assisting End Users to resolve routine problems, identifying root causes of quality problems, and proposing sustainable solutions.

Ensured that training completion metrics were established, monitored, tracked, and analyzed.

Training system readiness (including enough data to support exercises) and provided monthly training completion metrics.

Transition Planning: Led the development and implementation of comprehensive communication plans and delivery efforts for critical technology initiatives. Contribute decisively to the updating of ERP/SAP training tools and ensure a seamless transition while effectively managing project-related email inboxes. Drive efficient and effective business processes by leading the onboarding of new SAP users through targeted queries.

Collaborated closely with key stakeholders, including OTC, PTM, LEX, PTP, BA, and MDM, to fully grasp the interdependencies between business analytics and the integrated ERP system landscape.

Managed Program SharePoint site – Built public relationships for maintaining effective communication and working relationships with individuals and groups, both internal and external

Tools: Team drives, SharePoint, uPerform, and SuccessFactors (LMS)

Chevron Shipping Company, San Ramon, CA, November 2013 – December 2015

Shipping IT / Next Generation of IT for Ships project

Project Manager II - Program Analyst

Successfully managed system modification and enhancement projects from design to project closure and stimulated cost savings/overall cost reduction from 20MM to 17MM, closing within 2% variance threshold.

Partnering with Stakeholders, Resource Management/Vendors, and IT, and gathered business requirements.

•Collaborate with multiple global teams implementing new technologies and process development changes, establishing a communications plan, and a fleet-wide rollout

•Expertise – collaborated with internal and external customers for monthly portfolio and financial reporting. Managed data management tools and applications; reporting on project plan updates, KPI’s, cost analysis, project/financial constraints, risk and issues, earned value management, and SDLC

•Managed heavy IT vendor management and negotiations to secure accurate budget and project planning to implementation, RFI and RFP

•Take charge of training for new and modified business processes, ensure the successful implementation of new enterprise software, and oversee internal/external SharePoint sites, while proactively identifying and resolving issues swiftly.

•Developing, interpreting, and implementing policies, procedures, and technical information

•Public relations for maintaining effective working relationships with individuals and groups, both internal and external

Wells Fargo, Concord, CA, April 2012 – November 2013, and April 2010 – May 2011

Digital Channel Group (DCG) – PMO

Senior PMO IT Project Coordinator /Financial Analyst

PlanView Subject Matter Expert (SME) for Bank-wide rollout. Managed and/or supported 10-15 projects at any given time (250K -7M projects). Providing centralized support for the Internet Services Group’s Project Management Office (PMO) platforms to ensure effective and efficient operations for 40+ managers with parallel projects and interdependencies. Further, manage 3-4 Financial Tracking Only (FTO) projects. Provided business requirements and project support for 10-12 PMs; gathering and maintaining artifacts, change requests. Managed monthly stakeholder communication status updates and training schedules, championed for best practices.

Reviewed, tracked, and updated various systems (punch-list, RFP’s and RFI’s, track CAPEX and OPEX. Leading efforts created and supported project phase artifacts, requested and tracked approvals and signoffs. Collaborating in defining Charter & ICC, Statement of Work (SOW), Business Development Case, Master Test Plan, IM/IRQ installation task plans, supporting and leading coordination with IST/UAT phases and testers, and ISO/Security

Special Assignment

Responsible for 25 critical path “accelerated to market” start-up activities; working with funding, portfolio, and pipeline managers; as forecast, successfully set up and transitioned senior-level project managers.

For the Practice Management Team, Subject Matter Expert (SME), led the development and new best practices efforts, creating 7 instruction manual agreements and trained onboarding team members.

EDUCATION

Project Management Studies

Certifications: Earned Value, Scrum Essentials, Leadership Landscape, and Project Management Fundamentals

CAPM Certification Study and Examination Preparation (application submission)

College

Diablo Valley College and Contra Costa College – California

Major - Psychology and Sociology,

General Studies, Information Systems

Law classes

ORGANIZATIONAL INVOLVEMENTS

2 years Member of WIT (Women in Technology) – Wells Fargo

2 years CheckPoint Program - Wells Fargo Bank

4 years San Francisco and Oakland CA AIDS Walk – Chevron and Wells Fargo

4 years Community Support Committee – Wells Fargo

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