Project Manager
Current-Strategic planning, collaboration, and support for financial services firms. -Project Management Documentation: Collaboration with our clients’ management, operations, compliance, IT, and finance teams to gather documentation, identify areas of opportunities, and define new process requirements. -Process improvements: Creation of charts to define and align on clients’ processes and workflows through the use of Lucid charts. -IT strategy: Support KEO management in any build vs buy analysis by working with the internal IT team to assess their current infrastructure while coordinating vendor demos for a buy solution.-Collaboration: Communication with cross-functional teams and stakeholders.-Project Management: Management of project/product schedule and deliverables via Asana in order to keep our projects within time and budget.