Karen Morris, Dvm Email & Phone Number

Washington D.C. Metro Area

Development and maintenance of internal record-keeping systems, execution of internal controls relying heavily on data integration across various systems, fulfilling ad hoc requests from Bureau executives and legislators, responding to oversight and audit requests, serving as Procurement liaison to Bureau-wide working groups, and writing and updating Office of Procurement policies and procedures.

Consumer Financial Protection Bureau

Consumer Financial Protection Bureau

Greater Boston Area

Central point of contact to support the Field and Distribution with campaign management, data integrity initiatives, and territory management.Led CRM (Customer Relationship Management software) data quality program, both in day-to-day troubleshooting and long-term cleanup initiatives, training and supervising several interns and offshore associates to maintain organized, useful records.Served as the lead auditor of a regulatory red flag program, researching via internal and external databases and collaborating with colleagues around the globe to determine the cause and resolution of each issue, balancing the needs of minimizing both turnaround time and risk.Collaborated with Sales management to study changing business needs and translate them into functional software requirements. Acted as Sales liaison to software developers throughout design, testing, and implementation of software enhancements supporting new product features and management strategies.

Provided periodical and ad-hoc reports to Sales, Marketing, National Accounts, and Executive Committee. Compiled and analyzed data from in-house CRM and other databases, and external data vendors including Market Metrics and Coates Analytics.Piloted and then implemented moving the customized individual and manager sales reports from printed booklets to digital cloud publishing resulting in a significant cost savings and faster delivery of this time-sensitive information.Developed unique expertise in a previously underused geographical mapping application and worked with Sales managers to create customized, comprehensive projections supporting territory redesign.Applied a keen eye for detail to identify inconsistent or unexpected data and researched to determine the cause, sometimes revealing process shortcomings and software defects.Played a key role in calculating monthly compensation by tracking down unresolved transactions in cases where external partners provided incomplete reports.

In a role created for me after a temporary work assignment, provided software training and developed technical solutions for mutual fund sales and marketing staff and management.Facilitated a discussion of best practices for a department-wide compliance procedure. Developed and documented the process so we could confidently outsource the responsibility with minimal supervision.Represented the Sales staff to vendors and technology team throughout a major CRM software upgrade and single-handedly supported Sales users’ needs during the launch.Dramatically improved the turnaround time and accuracy of monthly reports by using Excel tools to link source data into master templates.

Wrote and revised end-user documentation for financial industry software. Developed and implemented Microsoft Word-based style guide for all company documents. Tracked changes across documents to ensure consistency throughout a major product redesign.

Receptionist's duties, purging and organization of office files, analysis and documentation of industry-specific sales management software.

Doctor Of Veterinary Medicine - Dvm

Activities and Societies: Prefect of Slytherin House, winners of the 2022 House CupSurgery ClubPublic Veterinary Practice Club

(In Progress) Master Of Public Health - Mph, Infectious Diseases

Education record

Residential intensive course on Field Skills for Ecology at Smithsonian Conservation Biology Institute. Internship course on Research.

Associate Of Science - As, Chemistry

Activities and Societies: Phi Theta Kappa

Ba, Spanish

Activities and Societies: Concert Chorus, Chamber Singers, The AccidentalsStudy abroad in Seville, Spain; Jan 2005-May 2005; full-time.

Music, Spanish

Activities and Societies: Dorian Singers, Sigma Alpha Iota