Catherine Neely Email and Phone Number

Manage distinct projects during the banking acquisition integration on the business side to support the initiative. Provides leadership and coaching of teams such as Governance, Business Intelligence, Data and Analytics, Commercial and Retail cards while partnering with business and executive stakeholders across multiple lines of business. Run the “day to day” management of the program, including activities such as project reporting, project planning, issue/risk identification and tracking, scope management, estimation, internal client management, relationship management and other project documentation preparation for projects of high complexity. Develop detailed project plans and schedule projects, including goals, risks, and resource allocation.

Onboard vendor platform to automatize auditor requests and solve for increase accuracy on external emails. Analyze and understand the impact of any new requirements on existing businesses. Define and implement new business processes as a result of the change portfolio. Display value-add capabilities in delivering effective requirements for the change portfolio. Interface with stakeholders and senior management to report progress, achievements, significant issues and risks. Work with IT to deliver requirements into future state system deliveries.

Leading Path Consulting is engaged with large Financial Services companies to complete major systems integration efforts. The effort consists of updates, creation and decommissioning of the legacy systems landscape to enable new business functionality. In particular, new business functions include new credit card processing systems; and the supporting infrastructure of payments, transactions management, fraud, security, etc.…It includes systems integration (technical requirements, business requirements, technical architecture, application architecture, networking). Assignments are in PMO lead activities such as managing a large-scale migration of the bank credit card between vendors. This includes manage the conversion of business card portfolio to MasterCard; manage security features updates, change management and communication to internal and external clients; and manage the business implementation of a global standardization of invoices and statements worldwide.

Plan, organize, lead and control the move of an internal credit union product to a new vendor platform ensuring its one to one feature provision lead the data migration efforts by leading vendor and internal teamsManage all aspects of multiple related projects to ensure overall facility closure program is successful and customer impact is minimal. Manage the reallocation of physical assets. Conduct post manager review and drive effort to complete facility and their physical closures.Maintain sole ownership of budget and P&L analysis for each individual project

Conduct audit of current business portfolio. Develop goals and future state strategy for the neighborhood business redevelopment. Provide options for improvement / optimization of processes. Monitor performance and provide feedback and advice for improvement and development.Apply sound expertise in a Project Portfolio Management area to support the Team Members and Working group. Maintain business relations with key global Stakeholders and Senior Community providing "feedback from the ground" on key tasks / processes. Monitor financial needs and facilitate grant disbursement based on needs and according to grant compliance rules

Credit Card processor migration - Manage 17 work streams during the credit card conversion from TSYS to FDR. Lead teams and set plans for conversion, communicate impact cross teams during all phases of this conversion Manage changes within environments that cross functional groups, design and implement change strategies. Translate overall vision in actionable tasks. Analyze and develop actionable mitigation plans. Develop program-level KPIs, metrics, and dashboards. Lead the conversion project of a total of 3000,000 cards from MasterCard to Visa

PMO Member, responsible for a number of projects within a global team designed to execute on a business vision or strategy.Effectively partner with sponsors, stakeholders and senior management to ensure the strategic goals and objectives of the project are met and delivered the desired business value.The scope of the role includes a number of projects at any one time and encompasses project management and hands-on analysis and delivery, utilizing resources drawn from the business.

Wells FargoMigration Sr. Business Project Manager 5/2014 to PresentManage the migration of 3 lines of Business into one aligned process. Lead in excess of 5 project teams and manage all activities in a project life-cycle (initiation planning, executing/controlling, and closing) associated with projects that are long-term, line of business-wide and medium to high in risk, scope, complexity. Consult with business partners to clarify and define project requirements and business case, including development of a statement of work. Develop and revise complex project plans and budgets, works with users to understand complex problems and focuses on bringing issues to resolution, escalating as necessary to meet timelines. Create and deliver presentations to senior management on project goals and plans, including progress reports. Responsible for end-to-end project management, demonstrating ownership of the entire process from beginning to end. Develop and implement program and project level processes, procedures and performance metrics.

Merchant processing system conversion - Manage the conversion of 45 merchants with transactions as high as 50 million, solution the conversion, audit merchant transaction authorization process, work through contract approval and signatures and review vendor certification active status. Select and establish all set ups for several features on specifically selected platforms. Focus mainly on front end processing.

Develop and maintain a subject matter expert level to Credit Operations and Collections programs and platforms. Work with business stakeholders to support their needs with information technology solutions; Led the development teams using SDLC management standards from ideation to development, and integrated service delivery processes using both the Agile and Waterfall processes, including functional designs, use cases, business and technical process flows requirements, release schedules, detailed UI and IVR flows and procedures, coordinating, communicating, and managing requirements with other internal teams and supporting document development and/or training guides.

Strategic marketing project manager for branded and co-branded credit card product. Product Implementation Manager in the mobile arena.

Visa Mobile Group – Sr. Implementation Manager – Bring to Market alert security product and new payment productsVisa Extras Rewards Management – Implementation Manager - Proprietary Product Development and Install

Led the integration of the Visa Signature platform across all relevant portfolios within the Chase organization. Key success metrics include the overall engagement of key Chase stakeholders as well as direct contributions to the overall growth and effectiveness of the Chase Visa Signature platform. Ensured compliance with Visa Incentive Network and maximize the investment in Visa Signature. Managed and navigated across the whole organization in a matrix business environment. Developed close working relationships with internal and external partners and support areas to ensure smooth marketing program execution. Developed programs to achieve target marketing objectives. Acted on both strategic and tactical levels.

Led bank-wide customer experience activities and implemented various phases of specific pilots. Tested various welcome messaging and calling to measure their impact on retention. Reached customer to gain loyalty and offered help or recover goodwill at specific time. Implemented recommendations from the Welcome and Appreciation taskforce.

Led the migration of a Visa-funded program for infrastructure support system from one third party to another. Identified and engaged all key stakeholders, contributors and business and technical resources required for the project. Managed cross-functional teams internally and externally such as business and IT development, reporting, security and risk, QA, contracts, and operations. Ensured that vendor adhere to Visa security strategy on Payment Card Industry (PCI). Coordinated performance and UAT testing. Created project plans using tools to facilitate task listing, assignments, tracking and modification.

Product Development Project Manager –Bring to Market Retail Bank ProductsMarket Data Business Project Manager – eBusiness CRM Development and AnalysisAcquisition and New Client -- Conversion & New Client Experience – Development of Affluent Segment Marketing Products Manager – Electronic Brokerage – Product Development