Jaime M. Email & Phone Number

Bozeman, Mt, Us

United States

Bozeman, Montana, United States

Fee for service certified financial planning.

Bozeman, Montana, United States

• Evaluate and modify outdated policies, procedures and trainings, as well as define roles and responsibilities, in order to reduce risk and improve operational effectiveness by 12%.• Improved recruiting, hiring, and onboarding by 18% through effective and efficient sourcing, orientation delivery and career development workshops.• Collect and validate evidence for internal controls to ensure corrective action plans, data retention and other due diligence requirements are maintained. • Manage the HR portion of the business controls self-assessment, including monthly controls testing.• Launch engagement and retention program, including alpha beta testing, communication strategy, public relations, marketing strategy, build out of metrics and KPI’s, as well as executive reporting.• Managed the stations transition from legacy Oracle Peoplesoft to current Workday HR system, as well as the station’s launch of MySchedule application. • Nominated for Diversity and Inclusion Ambassador, Safety Coordinator and Training Coordinator.

Bozeman, Montana, United States

• Managed all aspects of accounting, data entry and reporting. • Set, enforced, and optimized internal policies and procedures to maintain efficiency and responsiveness to customer, vendor and legislative demands.• Assisted with application processing, I-9 verification, and client scorecards.

Bozeman, Montana, United States

• Provided personalized business consulting and overhauled services to grow profitability by 10%.• Set, enforced, and optimized internal policies, including management system, to maintain efficiency and responsiveness to customer demands and satisfaction.• Assisted with accounting, I-9 verification, expense reporting, and client scorecards.• Coordinate all special events for the restaurant and catering, including booking reservations, day of coordination, room design and set up, vendor relations, payment, menu coordination and staffing.

Carlsbad, Ca

• Managed process improvement, change management, all aspects of communication, and leadership best practices for this Department of Defense contractor.• Viasat Conference Center program manager, providing expertise on organization, scheduling, client experience, budget, goal and metric formulation, document creation, and executive reporting.• Made significant improvements to the event management program, including formation of standardized practices, as well as construction of a SharePoint workflow through requirements gathering, user acceptance testing, training creation and facilitation. and agile product delivery.• Created continuous improvement opportunities to enhance the services offered to customers, including formation of a steering committee and 5 quality initiatives to increase customer satisfaction.Highlights: Created process flow diagram and digital signage, consulted on software purchase, created and began tracking all inventory, created SOP's, and instituted guidelines and best practices. Managed daily events, VIP events, training and conferences with coordination from AV, IT, security, front desk, food and beverage, and marketing personnel.

San Diego, California, United States

• Consultant to a start-up ministry for mental health called Hope for Mental Wellness, providing expertise on event planning, volunteer and donor recruitment and retention, nonprofit compliance and audit education, community relations, fundraising best practices and records management.• Consultant to a start-up small business called Hitching Post Design Company, specializing in event rentals, providing expertise in SWOT analysis, business plan creation, budgets/P&L, vendor management, and creation of client contract, as well as created marketing, social media and PR strategies.• Devised, deployed and monitored processes to boost long-term success and increase profit levels.

San Diego, California

• Managed all aspects of the Risk Management Lifecycle, including issue leads, assess impact, likelihood and frequency, security impact, remediation analysis and tracking, monthly metrics, monthly reporting to executives on risk profile, as well as managed all SLA's. • Designed and implemented Technology training programs for 500+ employees, as well as planned and coordinated annual conferences, skills development workshops, department events and communication strategies, including internal articles, newsletters and blogs, that supported corporate vision of people as our number one asset• Managed $30M IT Risk portfolio comprised of multiple projects with competing priorities by overseeing resources, scope, budget, vendors, schedules and executive reporting for all risk related metrics• Able to quantify risk using FAIR methodology, performed risk assessments on approximately 100 identified risks per year, recommended mitigation strategy, rated risks on overall impact, prioritized risks in order of importance to the firm based on determined risk appetite and tolerance, as well as performed controls verification testing on remediated risks• Extensive knowledge of SOC and SOX reporting, NIST and COBIT frameworks, as well as complied with regulations for NYDFS, DOL, FINRA, SEC and other industry standard regulators, in order to create controls for identified issues • Performed annual Risk and Controls Self-Assessment; worked with Enterprise Risk Management to develop RCSA framework, delivery and reporting, as well as managed Technology reported items to completion• Designed the Technology risk register in SharePoint, as well as implemented SharePoint workflow to track all risks• Audit liaison with internal and external auditors, as well as evaluated quarterly controls attestations for compliance• Implement a vendor risk management process to assess and track vendor risks and remediation

San Diego, California

• Developed and implemented an Employee Engagement Program for 1,000+ employees, leading a team of 20 to motivate, promote and incentivize in order to inspire a positive work environment and create a shift in culture• Managed $450k annual department engagement budget, which included events, trainings, conferences, innovation days, new program development, rewards and incentives• Creation of metrics and KPI’s to support an increase in Net Promotor Score from 65 to 95 over five years• Partnered with Corporate Communications to create standardized marketing materials, engagement guidelines and best practices, as well as sponsor feedback sessions, in order to provide a consistent and excellent employee experience• Utilized Kotter’s model to make a change from waterfall development to agile by showing the other business units the need for this type of development and he benefits to them, in order to build a coalition to promote the change • Applied the ADKAR model when executing on the newly created rewards and recognition program first by starting with management, and then using managers as coaches and reinforcement

Greater San Diego Area

• Audit Liaison for external and internal auditors as well as provide consulting services to PM’s on SDLC compliance.• Part of SDLC steering committee, determining edits to the process, including process improvements • Managed Risk portfolio for technology, including multiple projects with competing priorities to include managing resources, vendors, schedules and reports to executives• Cross functional role requiring integration and coordination with all business units within the company • Assign and prioritize work based on corporate goals and objectives, while monitoring progress and reporting metrics • Part of several software improvement projects, application sunsetting, hardware decommissioning, and software purchases.• Recruited to start and/or join several LPL Committees, including Women In Technology, Employee Engagement, and Diversity and Inclusion• Employee Engagement Chair - develop and implement program for 500+ employees

Greater San Diego Area

• Manage technology projects, including defect resolution and maintenance for software, applications, tools, and systems. • Responsible for overseeing projects from initiation to deployment, including any resulting post deployment issues.• Manage all risk and audit related activities for my department with a strong background in regulatory rules and reporting, including SOX, SOC1/SSAE, and FICCA. • Manage department training budget, implement training and conferences, and develop training materials for 1000+ employees. • Manage and coordinate all department events, including team building.• Part of several LPL Committees, including Women In Technology, Diversity and Inclusion, Training and Skills, PM Community if Practice, SDLC, as well as found and Chair the Employee Engagement Committee.• Discovered misappropriated time codes in time keeping system, addressed the issue, and saved the company >$250k• Recruited to join a major initiative to move advisors onto LPL email platform in order to satisfy a regulatory order

Greater San Diego Area

• Provide project support to the Executive RF Engineering team and RF Engineers for San Diego, Las Vegas and Hawaii.• Managed Director and Assistant Director calendars, travel and expenses.• Responsible for all aspects of team training, events and conferences.

Master Of Arts, Organizational Leadership, 4.0

Activities and Societies: Certificate of Completion in For-profit and Non-profit LeadershipPost-graduate studies in Organizational.

Certificate Of Completion, Meeting Management And Event Planning, A

Certificate in Event Planning and Meeting Management

Bachelor Of Arts (B.A.), Creative Writing

Study and write Fiction, Non-fiction, Short Stories and Poetry. Publish an 80 plus page Thesis in Non-fiction.