Jordan Smith Email & Phone Number

Los Angeles, Ca, Us

• Led $70M, 7-year client onboarding enhancement program, driving 87% efficiency for clients & employees across multiple banking divisions.• Directed contracts reconciliation for 90+ business management firms, in compliance with FINRA 6800 regulations, and enabling seamless trading for high-profile clients.• Spearheaded LexisNexis Bridger implementation, enhancing negative news and Politically Exposed Person screening processes, resulting in 20% reduction in review times.

Mclean, Va, Us

Top 10 US-based Bank• Led remediation of OCC-imposed MRA, addressing four financial control gaps in credit card products and services.• Directed development and implementation of 200+ financial controls for credit card acquisitions and partnerships.• Oversaw cutover incident management during the transition of the credit card operating system for three Fortune 500 partners.$9B+ Financial Software Provider• Conducted process mapping for 26 current and future state processes in the end-to-end Close to Report function.• Evaluated 15 operational and compliance risks related to the Coupa implementation, replacing Oracle.• Delivered five operational improvement recommendations, focusing on automation and artificial intelligence.$100M+ Hedge Fund Manager• Mapped end-to-end travel and expense processes across 5 departments leveraging Microsoft Visio to determine pain points.• Identified 30+ process risks and issues, providing 5 prioritized recommendations for impact and efficiency enhancement.• Analyzed current vendor versus potential replacements across 30+ application features providing need-based recommendations.$1B+ Risk Management and Security Solutions Provider• Managed a 50+ stakeholder HR transformation project, streamlining application processes by 66%, dispositions by 31%, and requisition creation by 20% through user stories and weekly sprint planning.• Directed 100+ SaaS UI/UX enhancements via 30+ user stories, three retrospectives, and seven quality assurance tests.• Developed a cloud software program for new hires, resulting in a 20-page training guide and 12+ hours of training courses.$4B+ Aggregates and Heavy Building Materials Supplier• Established a comprehensive training strategy for 300+ employees, addressing unique needs and expectations.• Coordinated 10 process change training sessions and associated change management activities across four stakeholder groups.

Armonk, New York, Ny, Us

Top 3 US-based Airline• Resolved 100+ process mapping issues across 27,000+ employees via 6-month agile & multi-faceted OCM approach.United State Armed Forces Branch• Assisted project management of 250+ stakeholder conference as well as developed 30+ page stakeholder logistics guide. Top 5 Global Automotive Company• Led co-located team in designing AI application UI via 40+ user stories, iterative wireframe development, and UAT.

• Advised 2 startup companies on pivot, market entry, and guerilla marketing strategy• Presented 2 structured market research analysis presentations to senior management• Documented 100+ member angel/venture capital investor network via SalesForce

• Established public policy soundness to senior management via structured/ad hoc presentations• Conducted 10+ variable economic driver linear analysis (Stata) via public sector engagement• Discovered local/non-local labor employment gaps/feasibility via 5 government datasets

New York, Ny, Us

• Assisted CCO determine trading legality via financial assessment of 30+ microcap securities• Determined SEC/FINRA regulation alignment via appraisal of 3000+ trader accounts • Met SEC/FINRA employee trading regulations via reviewing 250+ employee profiles