La Freda Morrison, Mba Email & Phone Number

Charlotte, North Carolina, United States

Primary interface with business partners, solution architects, and cross-organizational technology teams. Analyze current processes and systems, assessing the business model and its integration with technology. Responsible for working with stakeholders to understand their needs, analyze problems, capture requirements, and work closely with the Development.

North Carolina, United States

• Actively participate in Compliance Monitoring, Quality Assurance, Audit Requests, and Audit Finding Reviews.
• Support the assessment of compliance risks and controls, aiding with internal reviews to ensure compliance with regulations, engaging business partners, and collaborating with management to achieve compliance program.
• Responsive and accountable to Compliance Operation Leads while working independently and cross-functionally.
• Data Analyst experience in Financial Services including Wealth Management and Regulatory Reporting and Compliance Oversight Monitor.
• Enforce compliance standards, through execution of cyber security adherence lifecycle with minimal management oversight.
• Execute daily reporting scripts using SQL, Tableau, Power BI, and Python (or R). Deliver accurate, in-depth, and well-documented fieldwork and collaborate with cyber leaders to define identified issues.

United States

• Acted as Proxy for Application Governance to ensure continuous compliance.
• Gathered data from multiple sources to compile into one central location on SharePoint based on data requirements.
• Work with Application Managers and Business Support Managers to complete Compliance Deliverables in Risk Integration and Support Environment (RISE).
• Continuously monitored User Access, and Access Revocations when required to maintain system integrity and User Compliance.
• Created and maintained Training, Documents, and Stats for SharePoint Site
• Worked directly with Vendors when required, to get required evidence and workflow documentation.

Charlotte, North Carolina, United States

• Reviewed Functional Specification Documentation to create Detail-Specification Documentation for Development Team for ADO Report Request
• Interacted with Business and Product Subject Matter Experts to create Report Specification
• Created SQL Queries to identify tables and fields to complete Analysis and Business Requirement gathering
• Organized and communicated key points related to large data sets and interconnected systems
• Completed Project Report Requests using Agile, SAFe Agile, as well as Waterfall Methodology
• Attended meetings and provided status updates with Agile Team Members in Daily Stand-Ups

Charlotte, North Carolina, United States

• Used targeted analysis to complete data profiling,
• Performed Data Quality Checks, through analysis and creation of SQL Queries
• Created visualizations to encourage interaction and verify completion during each phase of the project
• Provided status updates, using Excel, by creating Pivot Tables, VBA, running Macros, writing Test Scripts and participating in Quality Assurance activities
• Organized and communicated key points related to large data sets and interconnected systems
• Experience working with Agile Methodology, as well as SAFe Agile Methodology

Charlotte, North Carolina, United States

• Actively inspect, clean, transform, and model data to create useful information through Reporting and Dashboards
• Work with stakeholders to suggest conclusions and support decision-making.
• Complete analysis and development of logical database designs, data models, and relational database definitions across multiple computing environments.
• Create functional requirements and specifications for the automation work that will reside in an Oracle target state (Creating Technical Design Documentation)
• Refresh Prototype Report Results and share feedback with business partners
• Gathered Business Requirements from the Broker-Dealer, Derivatives, and General Ledger Reporting team on new functionality needed to fill gaps

Charlotte, North Carolina Area

Charlotte, North Carolina, United States

• Actively inspect, clean, transform, and model data to create useful information through Reporting and Dashboards
• Work with stakeholders to suggest conclusions, and support decision making.
• Complete analysis and development of logical data base designs, data models and relational data base definitions across multiple computing environments.
• Create functional requirements and specifications for the automation work that will reside in an Oracle target state (Creating Technical Design Documentation)
• Refresh Prototype Report Results and sharing feedback with business partners
• Gathered Business Requirements from the Broker Dealer, Derivatives and General Ledger Reporting team on new functionality needed to fill gaps

• Reviews and capture business / functional requirements for the tickets raised through the Service Desk application
• Works with business and IT stakeholders to develop functional and data requirements for service requests
• Documents work activities in the Service Desk application
• Communicates the status of ticket’s requirements (i.e. Business Requirement Documents) to stakeholders, including the ticket originators and anyone else collaborating on that ticket’s resolution.

Charlotte, North Carolina Area

• Developed and documented operational and technical processes, functions and procedures, perform functional configuration, modification and testing, and write clear and comprehensive reports, documentation instructions.
• Ensure there are no failures in system processes which result in delays
• Participated in Green Belt Projects to improve processing times and create cost savings
• Analyze business requirements, research and recommend best technical solutions for department goals
• Identify system and process strengths and weaknesses through constant interaction with business units
• Create manage and implement Project Plans and Proposals to ensure implementation is smooth and complete

Charlotte, North Carolina Area

• Served as a single point of contact for escalated demurrage and freight release issues for all shipments in North America and Canada. Ensured that shipments were released timely and that any delay which could be.
• Initiated customer-focused training for incoming calls that resulted in a decrease in Call Abandonment from a 25% weekly average to less than 3%.
• Organized and scheduled cross-training sessions for Release Service and Demurrage colleagues to ensure that Teams were successfully able to handle all call-types.
• Reviewed internal Customs General Order Process and decreased credit memo creation and manual invoicing from 50% to 13%, by refining process and improving out-dated procedures
• Established weekly Team-Building Activities to create a Team Environment for a group of individuals which improved production, increased individual initiative and positive work environment through open communication.
• Supervised 13 specialists and mapped daily task to ensure all colleagues knew how they were performing daily.

• Directly managed and lead a team of 12 – 21 Customer Service Agents to successfully meet department goals.
• Created a follow-up process for invoicing that created accountability of customers and resulted in a Collection Ratio of 98%.
• Administered the At-Gate Process which required customers to pay any incurred charges prior to Gate-Out for Delivery, which resulted in a decrease in uncollectible demurrage.
• Decreased average hold time of 6 to 8 minutes, to less than 2 minutes, through customer service training and detailed explanations of departmental goals and the rational for those standards

• Responsible for Demurrage Collections for assigned high-revenue Global Accounts. Served a as single-point of contact for assigned accounts in reference to all demurrage and detention invoicing.
• Identified issues with customer’s established service contract that directly related to errors in invoicing.
• Established a continuous contact process that improved customer-interactions and collections built on strong relations and trust.
• Compared service contract terms to invoiced amounts to confirm or correct and cleared $8 million in demurrage outstanding.
• Facilitated special projects to assist other Strategic Specialist in auditing and correcting assigned accounts to improve collections.
• Scheduled and implemented training which lead to better understanding of invoicing processes and corrections.

• Provided customer service for all incoming calls for Demurrage in North America and Canada. Processed demurrage payments and released shipments once payments properly applied. Handled customer inquires received via fax.
• Created and maintained Standard Operating Procedures for repeated processes.
• Designated as a Key Client Representative to assist with specialized customer base and specific customer needs.

• Responsible for all daily office functions including Job Cost Processing, Accounts Payable and Accounts Receivable/
• Created and maintained Employee Files, performed weekly payroll calculations, applied appropriate garnishments and processed tax payments related to payroll.
• Established and maintained new filing system to increase efficiency and production.
• Created standard procedures for AIA Billing Process and Job-Costing making workflows seamless.

• Managed all store operations, including human resources functions, inventory maintenance, scheduling, ordering, receiving and loss prevention.
• Increased Customer Satisfaction Survey Scores from 40% to 98% through customer service initiatives and training that created a better customer-experience.

Mba, Accounting - Controllership

Mba, Human Resources Management And Services

Bs, Business Administration - Management

Education record