Heather S. Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

I manage financial and accounting operations, including loan activity and budget oversight, for 13 LLCs and 12 properties, preparing all financial reports. I report financial health, maintaining a log of exceptions and items of note. I also review and ensure the accuracy of loan, credit card, and vendor payments.• Monitor and update company website, delivering blog posts, adding new properties, removing properties sold, and preparing changes in content for family-owned business.

Remote

I transitioned from consulting to full-time employment as a Director of Projects, managing all aspects of each software implementation project. I supervised an employee team, cultivating exceptional relationships with clients to ensure high levels of customer satisfaction. I supported all software modules (Loan Origination, Closing, Servicing, Payoff, Document Flow, Workflow Management).• Managed multiple million-dollar projects from concept to completion, configuring servers, designing tables, and building databases.• Guided conversion of data from legacy systems to SS&C databases, developing SQL procedures and Excel macros to facilitate conversion.• Designed, coded, and delivered SQL Server Reporting Services (SSRS) reports, including stored procedures, custom tables, and sub-reports as needed.

Remote

I drove multiple projects from concept to completion using lean project methodologies, preparing project management reports in Crystal Reports and updating project details in Open Air.• Contracted with SSNC Technologies to map and convert data in SQL Server, preparing complex reports, writing stored procedures, and redesigning workflows to expedite lean processing.• Designed, developed, and delivered internal and external training to SSNC Technologies on software schema and table structures, SSRS, and Crystal Reports.

Houston, Tx

I oversaw complex programs and projects from start to finish, maintaining a single point of accountability for all Argus projects. I tracked all project phases and milestones, publishing formal project management directives and processes and escalating specific tasks as needed to ensure all standards were met.• Completed migration to new project management system, liaising successfully between internal and external stakeholders.• Oversaw preparation and delivery of weekly management status reports, meeting agendas and notes, and project components.• Championed implementation of Crystal Reports as reporting tool, creating and automating project and portfolio reports for all stakeholders.

Remote

I applied PMI methodologies to the software development life cycle, increasing organizational efficiency and reducing costs. I drove process improvements to conversion and reconciliation processes, documenting business requirements and recommending solutions to existing problems, and I collaborated with business stakeholders to define requirements, prepare development specifications, and mitigate project risks.• Led two major Loan Origination & Servicing (LMS) software projects to successful completion.• Redesigned and standardized 75 Crystal Reports within LMS, providing consistent reporting solution.

Remote

I played a key role in bringing five LMS projects to successful completion, performing business analysis of client business processes as the first step of every new project. I built a project work schedule and task structure using Microsoft Project.• Defined and met client needs through one-on-one sessions, on-going communication, and extensive documentation review.• Developed custom Crystal Reports (including sub-reports, complex formulas, shared variables, dynamic parameters) based on each client's specifications

Masters

Bachelors