Operations & Program Management Leader at Westhampton Beach Brewing

Erika P. Fraunholtz, MBA, CCMP, PGMP, PMP, CSM, SA, CSSYB

St. Charles, MO 63303 314-***-**** ***********@*****.*** www.linkedIn.com/in/Erika-Fraunholtz ACCOMPLISHED DIRECTOR, SENIOR PROGRAM MANAGEMENT

Accomplished Program Director and Senior Program Manager with deep expertise in leading complex transformation initiatives and large-scale technology implementations for enterprise clients in financial services. Trusted to drive strategic mergers, Salesforce and ERP integrations, and PMO governance resulting in improved KPI management, process optimization, and substantial revenue growth. Builds successful cross-functional teams, delivers solutions that address business-critical needs, and excels in aligning stakeholders from C-suite to technical teams. Ready to leverage proven leadership and operational excellence to deliver high-impact results in program management and transformation roles.

Key Expertise Areas

Program Management & Governance PMO Development & Operational Excellence Process Optimization CRM, ERP, SaaS & Transformational Implementations Continuous Improvement Resource Management Financial Management Dashboard Management Stakeholder Management Analytical Budget Management RAID Management Collaboration Communication & Change Management Mergers & Acquisitions People Leadership Client Relationships Executive Reporting Professional Experience

Insurity (Vaco Consulting), St. Charles, MO October 2025 – January 2026 Senior Program Manager

Directed enterprise bank migration initiatives for financial services clients, establishing PMO governance and KPI reporting that improved delivery predictability by 25%.

• Led enterprise bank migration and integration programs for financial services clients, coordinating cross-functional teams and third- party vendors across regulated environments

• Established PMO governance, program operating cadence, OKRs and KPI frameworks, improving delivery predictability and executive visibility by ~25%

• Aligned executive, business, and technology stakeholders to translate strategy into executable roadmaps, reducing decision latency and improving on-time milestone delivery by 20%

• Designed end-to-end integration, testing (QA/UAT), and cutover plans, supporting zero-disruption migrations and regulatory compliance

• Implemented standardized communication plans and executive reporting, reducing issue escalation cycle time by 30% and improving cross-vendor coordination

• Identified integration risks and optimization opportunities that contributed to revenue growth and expanded client engagement EMS Consulting, St. Charles, MO January 2024 – May 2025 Program Director & Client Engagement Manager

Directed program teams to reestablish a Center of Excellence, aligning resource forecasting and delivering on-demand metrics to assist client c-suite leadership, enhancing KPI management by 25%. Developed tiered service offering to establish a scalable framework for delivering program management to clients of varying sizes. Generated $1m in revenue by using relationship building techniques and technical expertise to identify integration risk due to client API integration issues.

• Spearheaded Salesforce implementations for Financial Service Cloud, CRM, and Marketing Cloud for multiple enterprise clients, establishing governance policies to address emerging technologies and AI while meeting complex client needs of new and existing banking clients

• Established escalation channels to convert high-level strategy into actionable objectives, thereby elevating stakeholder engagement and ensuring organizational alignment

• Provided strategic customer experience enhancement capabilities to improve customer satisfaction, reduce effort, increase delivery success, establish quantifiable performance metrics, and develop roadmaps

• Engaged with stakeholders to negotiate project resources effectively, influenced project deliverables and planned outcomes, and ensured alignment and support for project initiatives, and solution customization needs with developers to meet regulatory compliance requirements, RAID log management and escalation point of contact

• Managed resources, assessed and assigned tasks to team members, performed capacity planning analysis to address client requirements, and collaborated with offshore development teams, resulting in efficient project delivery and resource optimization

• Operationalized program governance, including OKRs, KPIs and dashboard metrics for all clients and internal teams, which improved transparency and performance tracking to drive adoption and business value

• Participated in business process enhancement sessions to refine current functionalities and identified improvement opportunities

• Served as client triage liaison for integration risks and issues, facilitating timely, efficient ticket resolution Erika Fraunholtz ***********@*****.*** Page 2 of 7

• Designed, scoped, and refined release initiatives to ensure successful implementation and project goals alignment, supporting change management methodologies

• Drafted Statements of Work and Change Orders to manage client/vendor relationships, setting clear expectations and deliverables, while producing additional revenue

• Planned training program execution efforts to align strategic partners and enhance operational efficiency

• Developed a cross-channel communications framework to improve executive visibility and governance across programs, acting as the primary liaison with the CEO, CFO, and other departments

• Collaborated with tech teams to embed governance frameworks in cloud and AI architectures

• Bridged gaps in communication processes to ensure program alignment and prioritization among stakeholders, while identifying communication process improvements

United Site Services (Leigh Consulting), St. Charles, MO January 2023 – July 2023 Senior Program Manager

Supported a large-scale program implementation for NetSuite ERP data migration due to merger, including integration of billing service, active subscriptions management and open accounts receivables. Led program integration efforts to enhanced billing and financial workflows within Salesforce, Zuora, Snowflake and the SideTrade customer portal using Agile methodologies and redefining supply chain management that drove quote-to-cash process optimization through cross-functional collaboration ensuring alignment, transparency, and delivery of key KPIs to enhance efficiency by 30%.

• Organized efforts to define the complete quote to cash/revenue cycle, to include creating quotes, adding new customers, billing invoicing and automation of products, services, and contracts, collaborating closely with Sales, Customer Support, Legal, and Marketing to integrate inputs for new feature launches and ensure process alignment

• Collaborated with internal and external Product Owners, Engineers, and Developers to review design solutions and coordinate operational road mapping, ensuring stakeholder alignment and improving team productivity

• Gathered business requirements and managed reporting and budget elements related to NetSuite dashboard requests, ensuring accurate financial insights

• Drove enterprise OKR adoption to align strategy, execution, and measurable outcomes across cross functional programs

• Established executive reporting frameworks, defining key performance indicators (KPIs) and delivering performance dashboards to enhance transparency, accountability, and data-driven decision-making across leadership teams

• Engaged process improvement participation in business process enhancement review sessions to identify and implement improvements to existing functionalities

• Generated weekly reporting presentations to communicate program success and updates to stakeholders

• Designed and developed a metric allocation process for end-to-end testing, presenting findings to stakeholders for clarity

• Served as main contact for integration audit issues, defect triage, supported the team, and managed escalation ticket statuses efficiently

• Bridged gaps in current communication processes to ensure program alignment and transparency across teams

• Managed comprehensive full end-to-end testing efforts, including QA and UAT across multiple systems, release testing, and daily transactional reporting to maintain transparency

• Served as the liaison for all vendor development and testing support, overseeing triage processes to ensure clear communication and transparency for the business

• Directed project managers for agile refinement, sprint planning sessions, and daily stand-ups to prioritize backlog, while coordinating future project efforts effectively

Custom Truck One Source (Leigh Consulting), St. Charles, MO January 2022 – December 2022 Senior Program Manager, Global Information Security & PMO Led program-level governance and implemented PMO processes to build cross-functional collaboration, vendor oversight, change management, and enterprise-wide alignment through consistent stakeholder engagement and strategic planning enhancing PMO governance. Generated CRM tool adoption and training to improve project efficiency and transparency, ensuring ongoing ability to increase supply chain productivity.

• Led program-level governance initiatives, managing program status, risks, issues, and dependencies, and providing comprehensive reporting to executive teams

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• Governed cross-functional support for projects within the Global Information Security Office, focusing on cybersecurity initiatives and threats including design and implementation of semi-regulatory requirements, security awareness training, vulnerability management, and data migration across platforms such as Zscaler, Cloudflare, Splunk, Azure, AWS, and FortiGate Management

• Directed project team for Hi-Rail Truck merger and acquisition process, establishing a secure network in an international location by procuring necessary equipment and collaborating with legal, compliance, and finance teams. Documented project tasks, risks, and dependencies across functional teams

• Created and managed processes for all PMO initiatives, generating dashboard metrics for resource allocation and project forecasting to enhance visibility and planning

• Developed a comprehensive PMO roadmap for all programs, ensuring effective project planning and resource availability, while maintaining regular discussions with stakeholders on progress

• Created project transparency and collaboration to ensure program success by engaging resources to follow enterprise structures, utilizing Wrike to enhance project transparency and collaboration through effective dashboard creation

• Generated content for program reviews, ensuring timely and relevant communication regarding project status and maintaining accuracy in corporate systems for managing and reporting progress

• Participated in change management initiatives, facilitating communication and education for associates related to security efforts.

• Fostered key collaboration with cross-functional departments, leveraging vendor management skills and persuasive communication abilities to ensure project alignment

• Collaborated with internal and external Product Owners, Engineers, and Developers to review design solutions, engage stakeholders in operational road mapping, align expectations, and enhance resource productivity

• Reviewed all Statements of Work and managed vendor efforts, coordinating cross-team project plans using Google Sheets to ensure project success

• Directed enterprise-wide implementation and data migration initiatives as System Administrator, establishing governance and continuity for all legacy and innovative programs within Monday.com

• Spearheaded strategic project planning for Information Security and Infrastructure functions, developing integrated program roadmaps that advanced organizational priorities and operational resilience

• Championed PMO and GIS enablement, implementing scalable workflows and leading training initiatives that optimized resource utilization, accelerated delivery timelines, and strengthened cross-functional collaboration TD Ameritrade – Charles Schwab (Judge Group), St. Charles, MO October 2018 – December 2021 Senior Program Manager, Client Relationship Marketing – Marketing Technology Office Led multi system integration for a $28 billion merger, overseeing cross-functional enterprise marketing initiatives to enhance client engagement through CRM, machine learning, and business to business sales enablement tools. Managed the development of analytics reporting, project intake prioritization, and PMO tools to ensure alignment with strategic goals. Functioned as a key liaison between business and technology teams, continuously supporting integration assessments and high-priority communications across marketing operations, reducing content approval processing time by 20% and improved system reliability and integration efficiency.

• Led M&A Integration efforts to align TD Ameritrade with Charles Schwab systems and processes, managing all testing related to marketing systems and data content. Mapped test items and dependencies with cross-functional teams and external vendors, ensuring comprehensive QA efforts and delivering weekly portfolio reports

• Directed program-level marketing project teams to align business strategies with technology goals, enhancing customer journey initiatives through Client Relationship Marketing and Sales Enablement using Highspot, resulting in improved customer engagement and streamlined sales processes

• Conducted working sessions with impacted workstreams and stakeholders to document tasks in playbooks for mock testing and dress rehearsal efforts during the merger, which ensured readiness and minimized delays during the transition with RAID log tracking

• Created and reviewed project details to maintain ongoing collaboration with vendors and major stakeholders, ensuring alignment and responsiveness, leading to improved project delivery and stakeholder satisfaction

• Developed request termination reporting requirements in Workday to ensure accurate user counts in Highspot, maintaining program governance, which improved data accuracy and maintained governance for compliance and regulatory requirements

• Generated analytics reporting for management to address needs for new and updated analytics reporting to support branch sales initiatives, aligning projects with KPIs and program strategy to enhance decision-making and strategic alignment

• Developed and managed a project intake prioritization of new project requests to ensure they align with strategic goals and KPIs, resulting in more efficient resource allocations and project execution

• Strategized and documented roadmap and quarterly planning initiatives for programs across enterprise projects, improving project alignment and execution efficiency

• Created and maintained JIRA and Confluence environments to enhance project management within the program, leading to improved collaboration and project tracking

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• Led vendor oversight in reviewing Statements of Work for vendor efforts that extended beyond internal team scope, ensuring clear project boundaries, resulting in better vendor management and project clarity

• Collaborated with technology teams on proof of concepts and questionnaires to assess integration solutions, which facilitated effective integration and solution validation

• Managed vendor relationships and consultant support for marketing systems, ensuring transparency in integration efforts for business and technology teams, improving communication and project outcomes

• Partnered with stakeholders from Marketing, Sales, Trader Support, and Annuities on content requests, focusing on data foundations, decision-making, and orchestration to enhance client engagement, generating more effective content strategies and improved client interactions

• Developed and presented program metrics on IT initiatives to key business stakeholders monthly, ensuring transparency and alignment, facilitated informed decision-making and strategic alignment

• Created an intake method and toolset for PMO, along with templates for other program managers to align with strategic missions, improving process efficiency and consistency across projects

• Translated business needs by working with supply management to draft and complete RFPs and vendor questionnaires, facilitating the evaluation process and streamlined vendor selection, improving project outcomes

• Held monthly program governance discussions to ensure alignment and adapt content based on evolving needs that enhanced program adaptability and strategi alignment

• Ensured cross-functional workstreams completed deliverables by guiding Agile practices, tracking key dependencies, and aligning project timelines for continual process improvement and guidance, creating enhanced project delivery and team collaboration.

• Consulted with the project team to define and communicate project goals throughout the project lifecycle, ensuring clarity and alignment, leading to successful project outcomes

• Integrated communication between business and technology teams, submitting and presenting change orders, as necessary, improving coordination and project execution

• Created operations support by facilitating strategy sessions for the Marketing Creative Operations Team, supporting content processes in WorkFront to ensure timely delivery to improve operational efficiency and content delivery

• Collaborated with vendors to support high-priority external communications for the Marketing Creative Operations Studio Team, enhancing communication effectiveness and project success

• Developed analytics capabilities and reporting platforms to share weekly metrics on innovative marketing content Enterprise Fleet Management (APEX), St. Louis, MO January 2018 – October 2018 Senior Program Manager, IT Business Support

Managed high-visibility projects using Lean Six Sigma methodologies to optimize business lease, citation, and registration processes to optimize supply chain management productivity. Oversaw ERP and ECM system implementations to drive data centralization and improved document accessibility. Developed PMO toolsets, project roadmaps, and documentation standards to enhance alignment, efficiency, and creating strategic value by reducing resource costs and timing delays on manual delivery.

• Utilized Lean Six Sigma methodologies to manage high-visibility project teams, including Scrum Masters, Business Analysts, System Analysts, Developers, and IT Infrastructure teams, focusing on acquisitions and Enterprise Content Management process improvement projects

• Directed team for the enhancements of the Citation and Registration and Renewals processes for business leases and rentals, applying Lean Six Sigma principles to drive efficiency and effectiveness

• Implemented ERP systems to centralize data and grouped initiatives to maximize business value and generating profit.

• Created a PMO intake method and toolset, along with templates, to help other program managers align their projects with the strategic mission of the organization

• Led adoption of new process and documentation with large project teams and vendors to refine and document processes and policies, promoting best practices that reduce manual and paper-based solutions

• Developed project roadmaps that provided transparency and timelines, offering stakeholders regular updates on project goals, deliverables, risks, and dependencies

• Supervised staff augmented vendor development teams, monitoring upgrade system enhancements and creating process and system procedure guides

• Oversaw program for the Hyland 7.2.2 ECM solution for an OCR upgrade, ensuring improved data search functionality for key rental and lease documents

• Presented monthly project status updates on IT initiatives to key business stakeholders, ensuring alignment and transparency.

• Communicated and led quarterly discussions with key business stakeholders to prioritize future projects and align resources effectively

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• Fostered accountability and visibility by providing weekly updates on program status using JIRA and other reporting metrics to all IT teams, enhancing team coordination and project tracking

• Reviewed and approved all invoices and Statements of Work (SOWs) for vendor resources involved in Enterprise Content Management efforts, ensuring compliance and alignment with project goals RGA Reinsurance Company (Signature Consultants), St. Louis, MO January 2014 – December 2017 Senior Program Manager, Global Finance & Compliance, HR IT Systems Directed cross-functional initiatives to enhance business processes, systems integration, and compliance through Lean Six Sigma, ERP upgrades, and global governance efforts that fostered senior stakeholder alignment and delivered C-suite reporting by providing transparency and more efficient methods, reducing time and resource costs. Oversaw global payroll audits, system enhancements, and policy adoption, while driving operational transparency through PMO implementation, analytics, and strategic communications that generated enterprise alignment.

• Facilitated business process improvement assessments to ensure operations ran effectively, implemented system improvements using Lean Six Sigma methodologies, enhancing efficiency, and reducing operational costs

• Managed and supported the annual budget and project initiatives for Global HR IT and Workday Systems teams, collaborating with eight project leads on key initiatives which improved compliance and streamlined process for ServiceNow, Workday ERP, GDPR compliance, and IFRS 17 regulations

• Directed ERP upgrade on PeopleSoft 9.0 for Global Finance, overseeing testing efforts for ledger models and successfully coordinating with international stakeholders

• Governed the implementation of a global SOX Governance project, partnering with international actuarial and accounting teams to align internal audit planning, enhancing transparency and compliance processes with implementing ERP Prodiance

• Oversaw the global payroll audit project to ensure compliance with regulatory procedures across regions, managing audit remediation, escalation issues utilizing Workday and ADP and RAID logs, which improved payroll accuracy and compliance

• Coordinated cross-functionally with financial reporting, US GAAP accounting, and IT teams to facilitate prompt and effective project decision-making

• Generated policy documentation and adoption of project teams to refine and document processes and policies, promoting the best regulatory practices and ensuring alignment with project forecasts

• Supported the evaluation of mergers and acquisitions, managing the playbook for legal, HR, and finance due diligence activities.

• Managed and reviewed senior business analysis efforts related to system development, enhancements, and procedural guides for program enhancements

• Directed PMO implementation of ERP systems within to ensure transparency across multiple initiatives

• Developed project intake and prioritization processes, presenting them for review by the governance board

• Successfully transitioned all US employees across global locations into a newly established legal entity, including payroll systems, benefits, legal, and accounting structures

• Presented quarterly project status updates on Global HR initiatives to C-Suite executives, ensuring strategic alignment.

• Managed the Inter Unit Charge Allocation Program collaborating with international stakeholders for enterprise initiative to ensure transparency for service providers and recipients, integrating legal agreements into reporting processes

• Collaborated across PMO, IT and HR teams to identify issues and facilitate problem resolution effectively

• Managed complex full-scale programs leading project teams throughout their lifecycle, including charter development, planning, scheduling, and budget management

• Facilitated the development of executive-level communications, providing routine project reporting on behalf of the team.

• Generated program metrics to present and report to executive management and took the initiative to drive initiatives forward with senior management to plan, evaluate requirements, and meet project objectives, managing each project’s budget and cost-benefit assessments

• Managed biannual upgrades and system enhancements for Workday ERP to ensure compliance and operational efficiency

• Identified and proposed opportunities to drive major initiatives while providing recognition for groups and individuals

• Implemented efficient workflows while coordinating cross-functional efforts related to systems integration.

• Communication and created awareness by generating RGA Connect Spotlight announcements and newsletters to inform stakeholders about upcoming project changes

• Developed and maintained SharePoint sites, mapping access criteria for each project to facilitate collaboration MasterCard Technologies, O’Fallon, MO May 2012 – October 2013 Program Manager, Global Information Security & Compliance Erika Fraunholtz ***********@*****.*** Page 6 of 7 Created client engagement and internal alignment by drafting communications for senior legal leadership, supporting executive messaging, M&A integration, and departmental initiatives. Managed a diverse program of 15+ projects, ensuring budget accuracy and resource alignment, while partnering with senior leaders and cross-functional teams to drive professional development programs, employee engagement, and strategic legal communications during periods of organizational change.

• Independently drafted impactful internal and external communications on behalf of the Law Senior Leadership Team, encompassing high-level executive correspondence, persuasive talking points, formal presentations, and comprehensive reports on routine intradepartmental matters

• Collaborated with executive leadership to produce compelling executive communications, including quarterly webcasts, engaging departmental meetings, and widespread company-wide internal communications that effectively conveyed key messages, improving organizational alignment and understanding

• Created strategic alignment to ensure seamless communication process distributed for the integration of legal communications during acquisitions, carefully navigating the complexities to maintain clarity and coherence

• Efficiently managed the Truaxis merger and acquisition, overseeing planning, due diligence, training, and office procurement within strategic and regulatory requirements. This included successfully incorporating employees onto the corporate network while delivering thorough system training and engaging demonstrations of company tools

• Partnered effectively with senior leadership, influencing decision-making through thoughtful planning, comprehensive evaluation of requirements, and steadfast commitment to meeting objectives

• Reported initiative progress to management consistently, taking initiative-taking steps to advance initiatives with enthusiasm and determination, often completing tasks ahead of schedule

• Oversaw a portfolio comprising more than fifteen projects, providing precise resource planning and maintaining rigorous budget forecasts throughout the program’s lifecycle

• Engaged in ongoing professional development, working with leadership to facilitate knowledge-sharing activities, such as continuing education programs, webinars, application demonstrations, and departmental meetings featuring subject matter experts and topical discussions using advanced video conferencing tools to create an immersive virtual experience

• Partnered closely to create collaborative program development by working with LFI Finance and Human Resources to develop innovative programs that supported employee engagement, aligned key messaging, and managed budgets with precision Wells Fargo Advisors, St. Louis, MO March 2011 – April 2012 Senior Project Manager and Operations Director

Led a 40+ person team through the Wachovia merger, managing complex account types and ensuring smooth project execution under tight deadlines that drove process and system improvements, issue mitigation, and organizational efficiency by generating performance metrics tracking. Fostered team engagement through regular one-on-ones and large group facilitation, while delivering strategic business plans and maintaining standards in conversion project outcomes.

• Strategically mitigated merger-related issues by assessing challenges individually and effectively allocating tasks to project team members, ensuring timely and accurate completion of time-sensitive efforts

• Coordinated essential process and system enhancements while developing new methodologies, demonstrating the ability to multitask effectively in high-pressure environments

• Evaluated and researched organizational administrative challenges, proposing and presenting actionable solutions aimed at improving overall effectiveness and efficiency

• Developed and delivered operational solutions for efficiency to ensure thorough analysis of projects and daily tasks, providing the best viable solutions for successful outcomes

• Skillfully translated business needs to vendors and conducted evaluations of RFP processes to ensure alignment with project goals.

• Led employee engagement by scheduling and conducted monthly one-on-one meetings with each team member, fostering a culture of feedback and collaboration while exploring unique business solutions and simplification efforts

• Facilitated group meetings and presentations for over forty-five participants to discuss account-related errors or issues

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