Jonathan Tuttle Email & Phone Number

Charlotte, NC, US

• Identify, scope, and prioritize strategic initiatives that support growth, innovation, and operational excellence goals.
• Develop and manage project plans, budgets, timelines, and deliverables, ensuring alignment with stakeholders and sponsors.
• Coordinate and communicate with internal and external partners, vendors, and consultants, leveraging best practices and tools.
• Monitor and report on project progress, risks, issues, and outcomes, ensuring timely and effective decision making and escalation.
• Evaluate and measure the impact and value of strategic initiatives, providing insights and recommendations for improvement and optimization.
• Foster a culture of collaboration, accountability, and excellence across the organization.

Charlotte, NC, US

• Currently assigned as a Project Manager for the Market Risk control function within the IBOR (Interbank Offered Rate) project, as the enterprise along with all other financial institutions transition to the RFRs (Risk.
• Previous Change Manager for a client correspondence sub-workstream which was part of the Integrated Investment Platform (IIP) project to combine the Merrill Lynch and Private Bank trading platforms.
• As part of the client correspondence sub-workstream, analyzed approximately 1,500 Private Bank letters and notices across various repositories and applications for disposition and scope as part of IIP.
• Worked with Private Bank using Agile Methodology to create Epics and Stories in JIRA for in-scope items.
• Identified and tracked risks and dependencies across other workstreams and provided weekly reporting in a 4-blocker format.

Charlotte, NC, US

• The PMO team delivers project management expertise to nine EPOs across the enterprise. We manage, track, and report on projects centered around audit and compliance issues that are identified by internal audits or.
• Manage projects as directed (using Microsoft Project, create project plans, action steps, milestones, reporting, cadence of meetings).
• Create and distribute Executive level reporting (Executive summary and 4-blockers) for all EPO projects on a weekly basis.
• Manage Operational Excellence Phase IV (observations) and SIM ideas across all EPO and Non-EPO Processes.
• Provide project support for Enterprise SIM Change Execution (OpEx Phase V) build out.

Charlotte, NC, US

• Manage senior analysts that perform complex analysis to create Rally tickets, build and execute comprehensive UAT Test Plans utilizing Quality Center, and perform Post Production Validation for ongoing monthly.
• Own and manage all aspects of Technical Change and Implementation to an internal application that reports HAMP mortgage modifications to the US Treasury Department (TSY).
• Evaluate bank wide Initiatives and US Treasury Supplemental Directives (SDs) for impact and execute by initiating Technology requests in the form of Accelerated Change Documents (ACDs), Business Requirements Documents.
• On an on-going basis, slot and manage 30+ Line of Business requests for Release while working with a 70-90 day IT Implementation calendar.
• Create LOB BRD’s for change as well as review Technology initiated BRD’s, HLD’s, and LLD’s that impact the application.
• On a monthly basis, create and send three different compliance surveys to the US Treasury.

Charlotte, NC, US

• Coordinate User Acceptance Testing (UAT) with Technology and LOB partners for operations projects and monthly releases.
• Utilize Hewlett Packard Quality Center (QC) to execute and track UAT test scripts and log defects.
• Create comprehensive test plans and UAT scripts for QC and LOB testers using the BRD, HLD, and LLD.
• Provide accurate reporting of UAT testing and results to Project Team and Management.
• Developed complete UAT process for the Modification Database.
• Coordinate and manage 5-15 LOB SMEs/Associates for UAT and Post Production Validation for projects and monthly IT releases.

Charlotte, NC, US

• Liaison between upper level management and IT team supporting the Recovery LOB for Home Equity.
• Gather requirements from LOB and deliver BRD to developers.
• Managed resource capacity and availability of four report developers.
• Researched report issues and LOB inquiries using SQL Server 2005.
• Used Agile Methodology and participated in Sprints while working on LOB projects.
• Managed all projects/requests from intake to production.

Charlotte, NC, US

• Responsible for new product idea generation and screening of submitted product ideas for the Small Business segment.
• In charge of developing comprehensive business cases for 3rd party vendors to secure initiative funding for potential new products or relationships.
• Built relationship to partner with Product Management to review business cases and product rollout.
• Perform market research and competitor analysis via SEC filings and competitive industry data to determine if our products and services are priced competitively and to make sure we are offering all of the latest.

Charlotte, NC, US

• Responsible for the financial analysis and final decision on all pricing and equipment exception requests for the Commercial, Business Banking, and Small Business Banking lines of business for Merchant Services.
• Team Lead on two Six Sigma Green Belt process improvement projects that saved the portfolio approximately $4MM in lost Net Revenue annually by building a Pricing Comparison tool for two merchant call centers.
• Responsible for User Acceptance Testing (UAT) sign off on all Excel based Pricing Model changes.
• Supported business partners (Regional Sales Managers, Technical Sales Consultants, Account Boarding) by facilitating daily pricing exceptions, daily Q&A sessions, and monthly pricing meetings.
• Provided Excel based Ad Hoc and monthly reporting to senior level management.

Charlotte, NC, US

• Responsible for building, maintaining, and analyzing Excel based models for the BAC / Fleet Boston Merger team to support Senior and Executive level management and to perform merger-related reporting on all lines of.
• Worked with middle, senior, and executive level management to gather business requirements and develop monthly merger-related reports on Cost Saves, Revenue Opportunities, Integration Projects, and lines of business.
• In charge of building, maintaining, and analyzing the merger team’s Hyperion Essbase reports which were used to track various merger related Integration Projects.
• Point person for process improvement and automation around all Excel and Essbase reporting functions.
• Responsible for all Ad Hoc reporting and the financial integrity of the Excel and Essbase models and reports produced.

Charlotte, NC, US

• Responsible for building, maintaining, and analyzing Excel based models for all monthly, quarterly, and yearly Executive level reporting for all of the lines of business in the Consumer and Commercial Bank.
• In charge of building, maintaining, and analyzing Metric, Scorecard, P&L, Balance Sheet, and other financial reports using Excel models that interface with the bank’s financial reporting platform (In$ight) via visual.
• Ad Hoc reporting upon management’s request.
• Responsible for the financial integrity of the Excel models and reports produced.

Charlotte, NC, US

• Responsible for performing all aspects of company, cost center and hierarchy maintenance for the entire corporation.
• Run daily table edits and audits on the mainframe against the hierarchy production and maintenance tables on the bank’s financial platform and responsible for discrepancies and cleanup between the two tables.
• Performed and researched all aspects of business unit controller requested cost center collapses through the manipulation of SQL scripts and tables on the production database.
• Responsible for performing and logging a daily audit on transaction counts for seven different company databases and loading forecast maintenance into the bank's financial platform through the use of shell scripts in.

Mba, Business

Bba, Finance

As, Science