David Helms Email & Phone Number

Charlotte, Nc, Us

San Francisco, California, Us

I will be involved resource reporting and process improvements in support of ICS operations.

San Francisco, California, Us

I worked on Third Party Vendor Management, metadata management, policy review, process engineering for Wells Fargo's Enterprise Information Security the Data and Analytics team.

San Francisco, California, Us

Enterprise Support Administration

San Francisco, California, Us

Job Responsibilities:• Manages all aspects of market data and corporate wireless expense management, including user inventory administration, invoice reconciliation, accounting recovery, compliance vendor reporting, and expense reporting • This overall process supports more than 70,000 employees and more than $300MM in annual expense, while maintaining a 0.000001% accounting variance and annual multi-million dollar cost savingsSignificant accomplishments:> Cost Savings Programs: • Has led the implementation of numerous cost savings programs which were the results of implementing strong data integrity processes and continual analysis to uncover new opportunities to save money.• Over an 18 month period (2015-mid 2016), these programs yielded more than $17MM in savings.> Innovative Process Design and Automation:• In 2015, we implemented the first fully automated client side wireless workflow system. This was nominated for the AOTMP (industry trade group) "Project of the Year" award. • This automation not only provided labor savings but also improved data accuracy and speed to fulfillment for user driven changes.> Continual Organizational Innovation:• Our team has more than doubled the number of employees support and spend under management over the past eight years ($125MM -> $300MM+, and 25K -> 70K employees) while NO increase in staffing.• This was accomplished through a continual focus on workplace automation and streamlining processes.

San Francisco, California, Us

Manages multiple teams within Market Data Services:-> The Finance team supervises all expense management aspects of Market Data, including invoice reconciliation, invoice processing, end user allocations, and financial reporting.-> The Entitlements team manages the complete user profile of the users within our inventory system (name, ID#, cost center, and all Market Data assigned to them). This involves an average of 2000+ changes per month to all of the users in our system.-> Business Systems involves the management of data feeds and validation. This role also covers workflow development and automation-> Vendor Reporting, which includes the vendor required usage reporting and ensuring that compliance/terms and conditions are observed.Significant accomplishments as Market Data Services Administration Manager:• Led the effort to incorporate 50% more users under management while accomplishing this with 30% fewer staff. This was accomplished through process design overhaul and automation.• Created internal tools/processes which reduced by 90% the time it takes to create allocation and line of business financial reporting files.• Implemented a web based financial reporting tool. This allows any internal user the ability to see the details behind their Market Data consumption, either by the user name, organization within the company, and/or by internal cost center.• Created a centralized web-based workflow to manage all billing and inventory errors/questions. This resulted in significantly improved efficiency and transparency of the team. • Led the Wells Fargo/Wachovia merger integration effort for the team. This resulted in 0% errors in converting 40,000+ users' cost center and related information. • As part of the Wells Fargo/Wachovia merger, we revamped all of our internal accounting methodologies. This resulted in migrating to the new corporate standards while improving cost transparency to the end users.

San Francisco, California, Us

• Business owner for the Telecom Expense Management (TEM) operation and related applications.• Managed three different teams supporting invoice payment, inventory management, and business systems analysis. Significant accomplishments as TEM Manager:• Implemented organizational changes within the TEM team that streamlined team operations, simplified workflows, and lowered staffing levels by 20%. • Oversaw a 50% increase in automation in Telecom Expense Management, resulting in improved data integrity, fewer resources needed to support operations, and the elimination of the manual receipt of invoice information.• Created metrics for both the TEM and ATIC (Asset Tracking Information Center - this team managed all network assets within the corporation). This resulted in improved visibility of team performance as well as created performance measurement tools for individual team members.

San Francisco, California, Us

• Managed Quality Assurance (QA) testing, workflow traffic management, and release management for wachovia.com. Significant accomplishments as IDG Support Manager:• Managed Interactive Design Group (IDG) testing components of Wachovia/First Union Web site integration:• Created processes, methodologies, and documentation related web site integration strategy, content migration, content approval, design creation, and communications strategies.• Managed the successful installation of a new development systems environment four weeks ahead of schedule.• Reorganized entire workflow for IDG, including the creation of a web-based workflow tool. Resulted in a significant increase of on-time delivery of projects as well as better reporting.• Developed and improved testing documentation, including test plans and test scripts. Resulted in a significant improvement in the quality and stability of updates to wachovia.com.

San Francisco, California, Us

• Successfully supervised the completion of more than 30 major projects.• Managed day-to-day aspects of projects and relationships with business units, including development of scope documents, Internet lifecycle project plans, status reporting, technical specification documents, and financial reporting and tracking.Significant accomplishments as Business/Project Manager:• Served as lead project manager for the redesign (in 2000) of First Union’s Corporate Information section (including Investor Relations) of the website using Vignette. • Responsible for collecting business requirements, information architecture, a content tracking system, technical specifications documentation, managing multiple resources, and financial tracking.

Charlotte, Nc, Us

• Acted as lead project manager for this Internet services firm for all First Union engagements, coordinated and managed activities of cross-functional teams, and served as single point of contact for all client communications.• Worked with a variety of First Union departments, including retail and wholesale banking units.

Master Of Science - Ms, Data Science

Mba

Ba, Political Science And International Studies

Ma, International Affairs