Anna Wild, Pmp Email & Phone Number

Mclean, Va, Us

Mclean, Va, Us

During my tenure, I undertook a multifaceted role encompassing diverse aspects of project management and IT Investment Review Board (ITIRB) support. My responsibilities included orchestrating the provision of essential Enterprise Performance Life Cycle (EPLC) and Capital Planning and Investment Control (CPIC) documentation, meticulously identifying process similarities and differences, capturing requirements for ITIRB's annual scorecard process, and conducting a thorough analysis of alternatives for a new platform.One of my significant achievements was automating multiple reports, leading to a substantial 60% reduction in processing time. I also spearheaded the successful implementation of a Trello Kanban board application, enhancing team collaboration and ensuring streamlined process tracking. In addition, I coordinated meetings, managed bug fixes, developed Standard Operating Procedures (SOPs), and crafted informative materials for stakeholders.In summary, my active involvement in this project significantly contributed to the efficient functioning of the Operations Team and the ITIRB. I played a key role in streamlining processes, enhancing communication, conducting in-depth platform analysis, automating reports, and ensuring strict compliance with industry standards.

Newport Beach, Ca, Us

In this role, I spearheaded a transformative project aimed at revolutionizing financial planning operations within the organization. The objective was to resolve the significant operational challenge of tracking financial data effectively. The primary goals included building quarterly reports, enhancing delivery frequency, transitioning from paper-based storage to cloud-based solutions, and standardizing processes across all branches spanning four states.Through meticulous planning and execution, I successfully modernized our financial planning department. I developed and delivered daily and weekly statistics reports, enabling proactive decision-making. By raising advisor awareness on fees and renewals, I contributed to a reduction in inactive clients and increased plan renewals. Additionally, I established a comprehensive resource library for planners, facilitating efficient navigation through procedures and policies.In a dual-role environment, I efficiently managed diverse responsibilities. I provided comprehensive training to Managing Directors, financial planners, and their assistants on SalesForce programs and financial planning procedures. I took charge of compliance-related tasks, ensuring seamless audits and adherence to regulations. I implemented innovative practices such as digital plan delivery via the A360 platform, revenue tracking, and plan renewal reminders, minimizing fee collection issues and enhancing plan retention rates.

Newport Beach, Ca, Us

In my role, I spearheaded multifaceted initiatives that aligned organizational objectives with strategic goals, focusing on efficient project execution and vital operational management. Key objectives included conducting gap analyses, developing comprehensive tracking mechanisms, creating Standard Operating Procedures (SOPs), and orchestrating pivotal projects such as agency goals tracking, production reports, contracts benchmarks, Sales Force management, and major events like the Fall Sales Conference.

Newport Beach, Ca, Us

Harwood Heights, Il, Us

Irvine, California, Us

Project Managment, Initiating And Planning Projects

Master'S Degree, Psychology

Coursework In English