Dan Rose Email and Phone Number
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With over 15 years of experience as a documentation writer and editor, I am passionate about creating clear, concise, and compliant documents that support business objectives and regulatory requirements. I currently work as a Documentation Writer and Editor at JPMorgan Chase, where I collaborate with cross-line of business subject matter experts to write and revise procedures, technical user guides, and job aids for the know your customer and commercial banking organizations.I have a proven track record of delivering high-quality documentation that adheres to stylistic standards and change management governance. I also coach and train team members in using publishing software and lead editing calibration workshops. As a MBA-credentialed professional with analytical skills and business acumen, I leverage my expertise in process improvement, data analysis, and financial planning and analysis to optimize processes and procedures, and provide comprehensive document editing and proofreading. I am a team player, a problem solver, and a value creator who strives to exceed expectations and achieve corporate goals and objectives.
Bank Of America
View- Website:
- bankofamerica.com
- Employees:
- 232061
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Senior Operations Consultant (Anti-Money Laundering)Bank Of AmericaChicago, Il, Us
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Business Systems Analyst, It Research & Development (Contract)Northern Trust Jan 2024 - PresentChicago, Illinois, Us• Compose regulatory compliance documentation for Information Technology Asset Management (ITAM) Regulatory Program team.• Gather requirements to write end-of-life (EOL) process documents, procedures, and user guides for IT asset class and sub-class owners and users.• Partner with application and hardware owners to develop and document procedures to manage risk and comply for Federal Reserve Bank (FRB) requirements. -
Sr. Project Manager - ProceduresJpmorgan Chase & Co. May 2014 - Mar 2023New York, Ny, Us-Developed and maintained strong working relationships with cross-line of business (LOB) subject matter experts (SMEs) to write procedures, technical user guides, and job aids for the know your customer (KYC) and Commercial Banking organizations -Collaborated with business project managers to revise and edit existing documents and write new documents -Ensured that documentation complied with stylistic standards -Coached and trained team members in using publishing software (Adobe RoboHelp) -Provided comprehensive document editing and proofreading for cross-LOB regulatory and operational procedures -As a SME, planned, led, and presented multi-national team editing calibration workshops, focusing on editing style and on-going document standards compliance -Collaborated with the Infrastructure team to develop and test process improvement initiatives that yielded efficiencies in the annual document review process and new document creation -Trained business partners and colleagues on using infrastructure tools -
Project Manager – Process Mapping/GovernanceJpmorgan Chase & Co. Apr 2012 - May 2014New York, Ny, Us-Led end-to-end process mapping, review and analysis of regulatory flood compliance processes -Collaborated with cross-functional SMEs to validate requirements and ensure compliance with evolving policy requirements -Leveraged SharePoint to create and manage document repository -Authored step-by-step user guides and detailed procedural documents
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ConsultantHarbor Financial Group Oct 2009 - Nov 2011-Authored firm-wide procedures. Resolved issues on process improvements.-Improved monthly audit activities by customizing/documenting enterprise-wide loan system application activities.-Advised president on numerous marketing, financial and strategic initiatives. Identified trends and prepared narrative analyses of major budget variances, making recommendations to the president.-Gathered data and analyzed budget and expense data for monthly, quarterly, and annual reports.
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Financial Analyst IiCtb Mcgraw Hill Jul 2007 - Oct 2009-Took financial lead in various business process management improvement initiatives, reducing the number of financial databases and decreasing database maintenance costs.-Documented audit processes utilizing SOX controls and performed, addressed, and resolved reconciliation issues.-Enabled “at a glance” referencing for major operating areas, creating charts and graphs presented to program managers and vice president, illustrating trend analysis, ROI and deviation from plan.
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Business Analyst / Business Process AnalystHarbor Financial Group 2004 - 2007
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Cost Management Analyst / Business Process Analyst - Food And BeverageClabber Girl Corporation 2003 - 2005-Charged with documenting company’s order process to provide new hires with comprehensive understanding and knowledge of procedures. Collaborated with IT regarding portion control strategy, creating control charts using SIX SIGMA methodologies.-Credited with successfully leading reengineering project that improved and streamlined order process, decreasing time and enabling fulfillment department to expeditiously complete orders.
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Client-Facing Experienced Analyst, Business Process Competency, Financial Services Service LineAccenture Technology Solutions 2000 - 2001Dublin 2, IeReengineered and documented investment banking front and back office reconciliation processes. Assessed client objectives, conducting comparison between two reconciliation investigation systems resulting in application choice that best met client’s needs. -
Summer InternDayton Superior 1999 - 1999
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Staff Services Analyst, State Of California, Department Of Corrections Medical ClinicState Of California 1996 - 1998Sacramento, California, Us -
Personal Banking OfficerWells Fargo 1995 - 1996San Francisco, California, Us -
German And Russian TranslatorUs Army 1990 - 1994Arlington, Virginia, Us
Dan Rose Skills
Dan Rose Education Details
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Gies College Of Business - University Of Illinois Urbana-ChampaignBusiness -
University Of Illinois Urbana-ChampaignGerman And Business
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Defense Language Institute, Monterey, CaGerman/Russian
Frequently Asked Questions about Dan Rose
What company does Dan Rose work for?
Dan Rose works for Bank Of America
What is Dan Rose's role at the current company?
Dan Rose's current role is Senior Operations Consultant (Anti-Money Laundering).
What is Dan Rose's email address?
Dan Rose's email address is da****@****ase.com
What is Dan Rose's direct phone number?
Dan Rose's direct phone number is +120159*****
What schools did Dan Rose attend?
Dan Rose attended Gies College Of Business - University Of Illinois Urbana-Champaign, University Of Illinois Urbana-Champaign, Defense Language Institute, Monterey, Ca.
What are some of Dan Rose's interests?
Dan Rose has interest in Edu, Illinois, Email Dr@bus.
What skills is Dan Rose known for?
Dan Rose has skills like Six Sigma, Financial Analysis, Variance Analysis, Project Management, Data Analysis, Management, Finance, Financial Modeling, Process Improvement, Team Building, Analysis, Vendor Management.
Who are Dan Rose's colleagues?
Dan Rose's colleagues are Patsy A. Lair, Taya Muncy, Melissa Backstrom, Brandon Ganceres, Aviraj Singh, Maria Nuñez, Pam Weart.
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