Kim Daniel Email & Phone Number

Chicago, IL, US

Chicago, IL

• Ensuring project execution of all client outsourcing migrations and location strategy moves in a disciplined and controlled manner
• Managing projects across the Firms Line of Business (LOBs) end-to-end through the project lifecycle
• Identifying cross functional stakeholders to develop a core working team
• Defining scope, requirements, working group, milestones, deliverables, and overall project plan
• Creating and execute Project Charters, Business Models, Project Framework Documents, Service Agreements, and Readiness Reviews
• Producing project reporting and tracking documentation to evaluate progress and quality

Chicago, IL

• Managed large complex projects from inception to implementation including project task estimation, resource scheduling, risk management, issue management and budget / financial management with expectations of achieving.
• Partnered with project team to execute Command Center Plan
• Created, modified and updated project activities in project plan utilizing Microsoft Project
• Managed changes to project scope and its impact to project
• Provided detail data analysis of clients attributes across platforms to teams when needed
• Managed the gathering of project requirements while defining project priorities and deadlines accordingly

Chicago, IL

• Responsible for maintaining detailed tasks and deliverables with input from project team members
• Managed Business Compliance Projects and made decisions on new methods or modified current methods
• Coordinated work assignments and prioritized docket items
• Advised management on improvements to products, processes, organization, production and logistics
• Developed and reviewed reports of data as well as making business-related recommendations
• Provided all existing users with unique Tag 50 identifiers, membership and registration in the firm’s fee systems

• Coordinated preparation of new solution and/or associated operational procedures
• Managed the gathering of all requirements for Direct Collection Filtering process using Fircosoft to ensure clients are compliant and regulated which eliminated risk to the bank
• Identified opportunities and translated them into business opportunities
• Managed all clients risk assessment approval process
• Created and updated existing and new client information within KYC (Know Your Client) database for domestic and international clients
• Communicated with AML department to resolve any issues necessary to complete reviews