DYNAMIC EXECUTIVE LEADER driving transformational change and fostering employee engagement through cross-functional collaboration.As an accomplished executive leader with expertise in financial management, strategic planning, portfolio management, and transformation, I have a proven track record of exceeding financial goals and driving enterprise change. I am a skilled change agent, having successfully designed, developed, and deployed change models that have resulted in significant organizational transformations.With expertise in capital planning and management of budgets ranging from $50MM-$250MM, I have a deep understanding of financial management and the ability to ensure fiscal responsibility while achieving strategic objectives. I am also proficient in Agile delivery practices, having led chapters of Scrum Masters and Kanban Leads.I possess strong communication and influencing skills and am adept at building employee engagement and fostering cross-functional collaboration. As a visionary leader, I have a growth mindset and am always looking for new ways to drive innovation and growth within the organization. I believe that a strong leadership team is key to driving successful change, and I am committed to building and mentoring high-performing teams. If you are seeking a dynamic and results-oriented executive leader who can drive transformational change and exceed financial goals, let's connect.
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Senior Vice President, Technology DirectorCitizens Financial Group, Inc. Mar 2019 - May 2023Experienced Senior Vice President, Technology Portfolio Program Director with a successful track record in managing complex technology initiatives. Exceptional leadership skills in cross-functional collaboration, portfolio management, and agile transformation. Adept at reducing costs, strengthening internal capabilities, and enhancing overall operational efficiency.Chief of Staff Leadership•CIO Chief of Staff, overseeing daily operations, collaborating with cross-functional teams; HR, Finance, Sourcing, and Risk•Chaired portfolio prioritization committee•Managed staffing plans to align IT roadmap, reducing reliance on the contractors and strengthening internal capabilities•Organized development programs to up-skill for succession planning•Spearheaded facility planning and post-COVID return to work plan•Chairperson for colleague & community engagement Project Portfolio Management•Managed portfolio of IT projects in Commercial Banking; Treasury Solutions, Payments, Capital Markets, and Commercial Lending•Prepared portfolio status and financial business reviews, analysis of project health, financials and risksFinancial Management•Manage operating expenses, capital investments, invoicing, budget, forecast, accruals, cash flow•Prepared annual budget and FTE projections•Analyzed financial data for R&ORisk and Compliance•Managed: vendor assessments, BCP Business Continuity Plans and RCSA Risk Assessments to ensure compliance standardsTransformation Leadership•Participated on a cross-functional transformation leadership teams in finance, human resources, communications as part of an enterprise Agile transformation•Led workstreams in Commercial Banking, to mobilize, stabilize, and sustain an Agile operating modelTeam Leadership•Led Scrum Master/Project Manager chapter, developing core capabilities and investing in training•Managed business, finance and project managers, and Scrum Masters; hiring, development, mentoring, coaching and evaluation -
Senior Vice President, Strategic Portfolio Manager - Enterprise Transformation Office (Epmo)Citizens Financial Group, Inc. Jan 2017 - Mar 2019Launched enterprise strategic portfolio planning and performance team that resulted in staff consolidation, decreased cost and increased productivityCreated and executed efficient repeatable processes to deliver enterprise reporting, streamlined communications and rationalized tools including real time dash boards; provided change management governance oversight Restructured and facilitated stakeholder engagement process that reduced change management cycle timeIntroduced a capital planning process which enabled effective enterprise prioritization and strategic planning methodologyManaged enterprise technology capital budget of $240MM; provided oversight and analysis to ensure monthly, quarterly, and year end forecasts were on budgetExhibited influencing skills in a matrix structure providing executives guidance and recommendations on the enterprise portfolio’s risks and opportunities Directed cross functional resource management team to establish and strengthen customer relationships; implemented monthly meetings with stakeholders, improved online training, designed and facilitated live web ex training to over 100 colleaguesSupervised, evaluated, trained, and developed team of 15 business and financial analysts -
Senior Vice President, It Pmo Portfolio Manager & Business Support ManagerCitizens Financial Group, Inc. Jan 2012 - Dec 2017Established a Commercial Banking and Corporate Services Project Management Office overseeing 90 projectsManaged a dynamic portfolio of projects within Commercial Banking, Risk, Legal and Finance and HRPrepared and delivered project health status reporting to managementFormed a prioritization committee which aligned investments to strategic priorities and KPIsSuccessfully managed portfolio risks, issues and escalation in order to meet project milestones and completionCreated comprehensive reporting to measure on time on budget metrics Spearheaded IT consolidation efforts of Corporate IT Functions which increased span of control and reduced costsManaged $135MM of expense and 228 headcount; identified $12MM of cost reductions to meet budget target Represented technology on enterprise cost efficiency initiatives that reduced cost and increased productivityManaged internal risk and controls including BCP - Business Continuity Plans, RCSA Risk Assessments to ensure strict adherence to risk and compliance standardsChampioned community service events resulting in over 550 volunteer hours completed by over 130 colleagues Developed colleague recognition and training program to up-skill talent and reward high performers which resulted in 97 colleagues attending 55 trainings/conferences, and over 180 recognition awards issued annuallyManaged team of 5 analysts to support daily operations, communication, finance, risk and colleague engagement -
Vice President, Group Project & Change ManagerCitizens Financial Group, Inc. Jan 2010 - Dec 2012 -
Vice President, Senior Finance ManagerCitizens Financial Group, Inc. Jan 2003 - Dec 2010
Kellie Rosato Brooks Education Details
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Johnson & Wales UniversityGlobal Management -
Bryant UniversityProject Management -
Johnson & Wales UniversityManagement And Operations -
Johnson & Wales UniversityAccounting And Finance -
Johnson & Wales UniversityInternational/Global Studies
Frequently Asked Questions about Kellie Rosato Brooks
What is Kellie Rosato Brooks's role at the current company?
Kellie Rosato Brooks's current role is Technology Business Manager | Portfolio Program Director | Transformation Leader | Change Agent | MBA, CSM.
What schools did Kellie Rosato Brooks attend?
Kellie Rosato Brooks attended Johnson & Wales University, Bryant University, Johnson & Wales University, Johnson & Wales University, Johnson & Wales University.
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