•Serve as business analyst as member of various project teams to provide consulting services and configuration of client salesforce orgs.•Created prototype of client’s role hierarchy to illustrate implications of proposed changes made to the organizational structure of their org.•Provide analysis to client of their usage of record types within the case object and where they are referenced within the org and implications of deletion of record types no longer used or to be retired as part of their tech debt analysis.•Configured more than 100 custom fields (picklist, checkbox, text, date) and page layouts in client development sandbox.•Removed and created new field dependencies along with updating picklist values for case record types.

•Led volunteer project team to implement Salesforce Enterprise solution to support 10 users. •Gathered detailed requirements and full solution documentation for requirement delivery.•Configured user interface customizations - including lightning page layouts and record page layouts.•Planned bi-weekly virtual meetings to review Salesforce configuration updates and next steps for continued process improvements and new enhancement prioritization.•Automations include - creation of email templates, Process Builders, & Lightning Flows to properly solution for business needs.•Salesforce Security - ongoing maintenance and structuring of Roles, Profiles, Permission Sets, object access and assigned apps.•Created end user training documentation and workshops to ensure understanding and user adoption of customizations.•Provides one-on-one mentoring to participants in the program with perspectives on Project Management and Business Analysis.

•Manage projects related client on-boarding including product setup, customizations, and rollout.•Created proof of concept, including requirements gathering, to migrate data from Hubspot CRM to Salesforce to increase lead generation and product sales with Sales Cloud.•Salesforce proof of concept included creation of custom objects and fields, importing sample data utilizing Data Loader API and Data Import Wizard, creation of custom profiles, record types, page layouts, and user setup. •Streamlined existing client onboarding documentation by 35% that eliminated redundant content resulting in clear and concise content with improved flow for client setup.•Planned, developed, organized the creation of new operational procedures and user training manuals in support of training new clients.•Performed quality assurance of desktop and mobile development sites on iOS and Android devices. Track and address issues identified for resolution to implement in future releases of the platform.

•Member of Board of Directors managing 20 direct and indirect reports across multiple workstreams as primary point of contact for the organization’s communications, and marketing processes, policies, and initiatives. •Planned and managed annual budget $35,000 for the technology, communications, and marketing teams to cover operational costs and estimated revenue from sponsorships for the organization.•Gathered business requirements and led project team to re-launch the organization’s communications infrastructure and event management system reducing costs by 75% savings for the organization. •Served as project sponsor to investigate implementation of Salesforce CRM solution to enhance the membership experience for approximately 3,000 members of the organization.•Developed strategies to integrate possible Salesforce implementation with organization’s communications and technology tools - GSuite, Constant Contact, and membership database.•Implemented Jira Cloud solution to track continuing process improvement initiatives for the technology and communications team in a centralized location.Director of Communications 2014-2015Program Manager Communications 2013-2014Volunteer Recruiter 2011-2013

•Functioned as liaison between Investor Communications workstream and Capco consulting team for projects related to the redesign of end client brokerage and banking letters.•Administered team’s Sharepoint site to manage project documents and approvals, management of user permissions, and developed standards increasing operational efficiency by 35%.•Utilizing MS Powerpoint and MS Word Translated business requirements documentation into prototypes pertaining to changes in the Investor Communications portfolio consisting 25 banking and brokerage letters product •Collaborated with stakeholders within Pershing business units and legal team to obtain sign-off of redesigned prototypes and language to ensure compliance with Federal and FINRA regulations.

•Led project team in the design and development of landing page for single sign on educational portal.•Completed key deliverable 67% ahead of schedule by implementing agile methodology in accelerating the design and development of single sign on portal and landing page.•Led virtual meetings with developers, project leads, and sponsor representatives to enhance website functionality and UX. •Performed quality assurance for portal functionalities in Windows and Mac OS environments by predefining testing procedures and conducting user acceptance testing scripts.

•Gathered high level business requirements for upgrades to internal systems and projects including traceability matrix by observation and interviewing business unit subject matter experts.•Led project team of consisting of two network admins, two database admins, HR subject matter expert to upgrade the enterprise’s web-based timecard system; parallel testing with legacy system was conducted in conjunction with vendor to ensure system was ready by go-live date.•Led I/T group’s change control meetings apprising the CIO and information technology staff of changes, upgrades to the infrastructure, along with associated issues, risks, and rollback plans.•Member of disaster recovery project team, managed team of IT resources, conducted stakeholders’ needs analysis to gather and define requirements and ensure operational readiness at UNFCU’s disaster recovery site.

•Member of project team for deploying ATM service at Citibank Pakistan, plan including updating of existing financial settlement procedures and the onsite training of staff to Citi operations personnel. •Executed UAT testing of upgrades applied to ACI Worldwide’s dispute resolution system and other internal settlement systems•Due to network outage, created ad hoc process directing senior management to expedite the processing of approximately 10,000 exceptions from 90 days to one month to minimize financial risk to Citishare.•Improved efficiency by 50% by converting Excel spreadsheet to Access database, to track EMV (Europay MasterCard and Visa) liability shift chargebacks to mitigate financial risk of approximately $300,000 per month.•Planned, developed and organized standard operational procedures for end-user training of new staff and cross training for third party ATM network settlement systems-Mastercard, Visa, NYCE (Metavante), and Star (First Data).