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.
• 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.
• 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.
• 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.
• 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.
• 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