Client: Automated Bill Payment & Invoicing Solutions ProviderProject: Treasury Management Process AutomationOverview:As a Product Owner, I led the adoption of advanced automation workflows within a prominent financial technology ecosystem, showcasing opportunities for enhancing treasury management efficiency for my client.• Integrated and deployed Nintex K2 Cloud automation workflows to streamline processes.• Established and validated a business case for implementing critical process mapping tools, overseeing the evaluation and automation of over 160 use cases.

Client: Regional BankProject: Expand Digital Offering & Release ManagementLink: https://www.endava.com/case-studies/regional-bank-expands-offerings-digital-bankOverview:In my capacity as a digital banking SME, I enhanced digital banking offerings for my client, ensuring smoother feature delivery and effective release management post-launch.• Managed release processes and vendor collaborations to enhance product features and resolve bugs efficiently.• Created a defect management platform to streamline the tracking and resolution of issues, enhancing vendor communication and prioritization.

Client: Top 10 US BankProject: Operational Dashboard for Payment SystemsLink: https://www.endava.com/case-studies/top-10-us-bank-streamlines-data-and-improves-communicationOverview:As a consultant covering business and data analysis, I contributed to the development of a comprehensive dashboard for a top-tier US bank, delivering key insights into payment infrastructure performance at both management and operational levels.• Developed visualizations from large datasets to aid in management reporting and operational issue triage.• Acted as a trusted advisor from the initial ideation through to the implementation of the dashboard.

Client: Leading FinTech CompanyProject: Enhancement of Cross-Border Real-Time Payments HubOverview:Collaborated with a multinational development team to enhance a real-time payments hub, transforming high-level discoveries into a structured development backlog.• Translated complex requirements into actionable development tasks.• Produced essential execution artifacts, including data modeling, selection of key software tools, system architecture, and integrations.

•Lead analyst developing requirements for new online applications into agile stories, acceptance criteria, process flows, and system integration designs. •Operate across multiple teams, products, and responsibilities simultaneously. While maintaining alignment and keeping existing product enhancements in sync with new products being developed.•In addition to prior Role

•Collaborated on the design and implementation of digital checking and savings account opening for Business (Sole Prop, LLC, Corporations) customers from the ground up (Service Calls, Wire Frames, UX designs/interactions, required legal and compliance documentation).•Facilitate SMEs and Stakeholder requirement sessions customized to enhance engagement and turn requirements into thoughtful comprehensive solutions.•Interview, onboard, and train new analysts to contribute from day one. •Implemented automated risk strategy software needed to streamline the customer experience for both consumer and business clients (Lexis Nexis; Threatmetrix, Fraudpoint, Business and Consumer Verification). •Lead training sessions for internal departments to manage fraud solutions and served as SME until responsibility/role hand over.•Contributed to the implementation of a new consumer credit card application during onboarding period.

•Functioned as the Project Manager, Implementation Coordinator, and onsite implementer on a cross functional team deploying Kronos time keeping software (Mobile-Geo Fenced , Desktop, and Bio-Metric clock mediums deployed) across 45 sites > 102 Departments > 2,000 associates across the country.•Collaborate with the Millennial Group to review the onboarding process and standardize the experience across the company•Work extensively in each stage of the (SDLC) Software Development Life cycle•Document business requirements and build process maps to illustrate current company processes•Collaborate on desired "To Be" processes, eliminating waste in-line with six sigma principals•Lead communication with prospective vendors •Evaluate software vendors based on business needs outlined in requirements documentation•Design new business processes to take full advantage of software capabilities•Conduct engineered time studies on new lines of business to understand profitability•Create production-based pay models for new or growing lines of business in collaboration with operational leaders•Lead change management training leading up to an ERP implementation based on John Kotter's change model of 8 steps. •Created an RFI (Request for Information) with detailed vetting questions to evaluate potential ERP vendor candidates•Created an RFP (Request for Proposal) outlining company needs in order to get bids from ERP vendors•Created evaluation criteria used by project team to score ERP vendors based on both RFI & RFP responses

•Conducted in depth data analysis using data analytic tools to find key market trends and their impacts on each business units’ budget•Worked with customers to understand delivery issues and find a mutually beneficial resolution•Document critical operational processes and review for potential cost savings•Streamline on boarding process of hourly labor in order to get results faster from new hires•Engage the market during events hosted by RA Jeffreys to further sales by strengthening the company’s relationship with both the community and our strategic partners•Reduced routes to maximize delivery efficiencies and right size manpower

•Guided all 22 Anheuser-Busch WODs (Wholesaler Operations Division), spanning from Hawaii to New York, through a delivery reroute process that saw the operational side absorb 6.5% of the 13% profit loss caused by Monster Energy leaving the distribution network •Distributed weekly comparative performance metrics across 22 locations, grouping like sized operations together for valid comparison•Conducted weekly conference calls with 22 WODs to review all KPI's and provide recognition for great performance or work on follow up corrective actions•Acted as Routing integrations SME liaison during 4 new distributor acquisitions and on-boarded into reporting metrics •Reviewed viability and contributed to WOD branch CAPEX planning •Created visual performance dashboards linked to customized access databases to display key metrics for local management teams•Presented results, updates, and action plans to all levels of management through power point presentations•Conducted training seminars to further improve local knowledge on software available to them including the full suite of Microsoft Office, Routing software, SharePoint, and other company specific management tools. •Traveled bi-weekly to distributors to conduct software integrations, audits, process reviews, delivery reroutes, new hire training, and interview hourly employees on the effectiveness of strategic initiatives deployed by the central management team•Contributed on data migrations from local servers to cloud based services to better serve the WOD network•Worked towards system automation whenever possible to streamline business activities•Advocated and implemented best practices throughout the WOD network where applicable•Contributed as routing SME for Center Of Excellence project at the San Diego branch which was used to train employees throughout the country

•Provided daily customer service support of Road Net software and provided feedback to the development team•Created reports for Wholesalers use, through multiple business intelligence software programs•Conducted right sizing analysis for frequency review to better manage company resource allocation (Sales Reps and Delivery Drivers)•Developed strong presentation skills by leading in-depth training sessions on the functionality of various software programs•Oversaw the planning and implementation of customer logistic and sales reroutes•Implemented Road Net routing software for new customers and trained local staff on best practices

• Managed Loading software implementations for all eight Anheuser-Busch regions in the United States • Prioritized multiple implementations of Fleet Loader Plus for Advanced Ship Notice, Pallet Pick Plus, and Voice Pick Software• Consulted with all levels of management to maximize wholesaler operation efficiency through strategic market strategies • Provided daily support on Transportation Suite Software to Anheuser-Busch Wholesalers • Created and analyzed reports using Excel by studying regional sales trends and creating strategy around current business models• Prioritized relationships with Wholesaler Sales and Operations personnel as well as Anheuser-Busch field sales personnel • Developed strong presentation skills by leading in-depth training sessions on the functionality

•Transform service transactions into sales opportunities•Provide value and advice to help customers meet their financial goals, often referring prospects to internal channels of opportunity (Investment or Business Bankers)•Managed customer service issues quickly and effectively •Executed sales, relationships, and credit strategies according to the company’s business plan •Skilled in navigating legal hurdles of booking loans and lines of credit•Functioned as a beta user for new Personal Banking software

• Utilize social media networks such as Linkedin, twitter, yelp, facebook, foursquare and others to assist customers in finding future clients• Provide individualized planning services for a wide range of events• Coordinated with distributers and staffing to effectively meet customer demands

• Managed weekly payroll for approximately 200 local employees for a national transportation company • Serviced accounts receivable for a volume of approximately $1 million per month• Calculated the daily billing for the firm’s largest client, the St. Louis’ desegregation program, and handled delinquent accounts• Oversaw hiring process, including the screening of applicants, interviewing of candidates, and verification of employment• Monitored employees during the probationary training process and handled employee and staff grievances• Handled daily customer service issues that would arise• Coordinated monthly supply order and allocated resources among staff and maintained records of all inventory• Assisted company’s Operating Manager in creating bid packages for prospective clients, also proofread and reviewed company correspondence • Met and discussed insurance claims with insurance representatives on site and handle unemployment claims