Erica C. Email and Phone Number

• Leads 2-3 enterprise projects at any given time from planning to launch. Prioritizing on requirements gathering/documentation, identifying risks, roadmap creation, grooming the backlog, reporting, and metrics creation.• Leads elicitation and documentation sessions to gather business requirements with Stakeholders and Subject Matter Experts.• Manages the prioritization of all business requirements and the backlog of work items (JIRA). • Creates As-Is and To-Be process with accompanying documentation for areas of opportunity.• Leads the creation of all training materials and communication documents ensuring change management is complete.• Identifies and mitigates project risks to keep project sponsors informed allowing the projects to stay on schedule and on budget.• Escalates issues to project sponsors as needed with suggested solutions.• Creates Roadmaps and project timelines for various Enterprise projects as assigned.

• Managed a $900k budget for all small mods to HR IT systems.• Led the elicitation and documentation of business needs, requirements, and solutions into work products in support of small mod projects.• Prepared and managed the backlog of work for the HR Sales Force System enhancements enabling IT to work on the highest priority items saving money in the Small Mod budget.• Developed project timelines and plan year spend estimates for small mods resulting in new insights used to improve the planning and execution of work backlogs.• Responsible for writing all small mod user stories.• Partnered with business stakeholders to develop a repeatable process for the implementation of small mods within HR. Defined and documented the process utilizing requirements elicitation techniques and modeling tools such as MS Visio and iGrafx.• Identified and mitigated project risks to keep projects on time and on budget.

• Led the effort of streamlining the administration process for the AMCO Variable Pay Plan by utilizing Microsoft Excel and Microsoft Access resulting in more timely and accurate bonus statements for participants.• Designed and built a Microsoft Access Database to produce reports for allocation statements utilizing data from Excel and Word, resulting in increased Governance and accountability.• Created detailed Sales Force reports that were used to calculate scorecards for Wealth Managers.• Created and documented process flow diagrams utilizing Microsoft Visio for AMCO VPP processes and looked-for inefficiencies and opportunities to streamline.• Recommended and assisted with the creation and analysis of new auditing procedures and governance for AMCO VPP resulting in standardized and streamlined processes.• Identified and mitigated risks with the VPP data from 7 sources by bringing the data in the same format into one spreadsheet for accurate calculation.• Partnered with CFO to create Lipper reports to obtain monthly mutual fund performance, and to ensure accuracy of calculations allowing for timely and accurate performance reporting.• Led the UAT process for the new AMCO VPP calculation statements. Scheduled and led meetings to test results and identify calculation errors.• Designed reporting used for trend analysis to spot year over year payout anomalies.

• Coordinated with all Management and front-line employees to provide accurate and timely reports for commissions, sales, and other data to identify sales trends impacting commission payouts.• Designed Microsoft Access Databases to calculate commissions and generate detailed reports to streamline the commission process.• Created programs in Excel for new commission plans, utilizing various if/then formulas, vlookups, and pivot tables resulting in timely commissions calculations and reporting.• Provided UAT support for the implementation of Oracle Incentive Compensation (OIC) by identifying and debugging calculation and reporting issues.• Responsible for training and demonstrating commission and data reports to management and front-line employees.• Led peer audits for end of year commission calculation and pay roll submission to identify and document risks and opportunities for management consideration.

• Built and maintained databases in Microsoft Access to pull specific Sales and Commission data for reporting and analysis.• Designed queries and reports using Oracle Business Intelligence Enterprise Edition and Business Objects.• Conducted daily analysis on historical Sales data from various operational channels to develop trend and forecasting reports.• Audited current process for creation of employee sales identification numbers and created documentation (requirements) and recommendations for new process. Partnered with IT and the business to implement new process.• Implemented commission charge backs for all sales channels, discovered through an internal procedure audit, which saved the company $100,000 annually.