Lisa Atienza Email & Phone Number

Toronto, Ontario, Canada

• Collaborated closely with multiple lines of business to gather details of all customer/employee communication, training, and HR tactics related to the Bank of the West (BoTW) merger in order to develop a detailed.
• Developed and implemented a streamlined FAQ process to answer BoTW customer questions by collaborating closely with SMEs and leveraging their expertise to gather comprehensive responses to customer inquiries which.
• Established an efficient customer communication request process which allowed for the coordination and prioritization of communication efforts amongst various lines of business resulting in increased collaboration.

Toronto, Ontario, Canada

• Responsible for providing governance and oversight over project financials
• Managed a development budget of $34.1MM
• Acted as delegate for Director at weekly Change Control Board meetings and perform due diligence by scrutinizing change requests, challenging costs, and providing approval on funding sources
• Participated in vendor negotiations by providing supporting information/evidence, insight, background information/history, and data points to support negotiation positions
• Worked closely with vendor to review deliverable documentation and assist in the collection of appropriate sign-offs to facilitate deliverable acceptances

Toronto, Canada Area

• Responsible for the financial management of 15 technology projects totaling a portfolio budget of $25MM
• Managed daily and monthly financial activities such as budget reconciliation, forecasting, accruals, expense tracking, invoice processing, and Clarity PPM time-sheet tracking and reconciliation
• Performed financial analysis and produced financial reports (financial summaries, spend analysis, contract summaries, project financial investigation reports) on a monthly/ad-hoc basis
• Provided strategic financial advice and counsel to Business and Technology Program Managers based on financial data and analysis, allowing for strategic project decisions to be made
• Managed the implementation of the Daily GL History Report (change request) and led a team of six individuals from different areas of the bank

Toronto, Canada Area

• Supported Project Managers and PMO Heads in the effective management and control of projects, principally in the areas of project planning, project monitoring and control, and integrated project management
• Reconciled program budget and investigated variances as they occured
• Liaised between stakeholders and finance teams to resolve inquiries related to budget, forecast, expense classification, billing, and payment of invoices
• Assisted Project Managers with the development of project plans and conducted weekly assessment of plans to identify slippage and devise an action plan to get project back on track
• Performed various project administrative tasks, including meeting coordination, taking meeting minutes, forwarding communication releases, and performing maintenance of project tracking logs (i.e., risks, issues.

• Performed audits of department operational processes, documented gaps and weaknesses, and carried out actions to close gaps and ensure compliance with bank policy and procedures
• Coordinated and implemented real-estate related matters including relocations, office planning, and new furniture requirements while ensuring minimal interruptions to business operations
• Maintained all personnel files and escalated deficiencies in files in order to maintain compliance with bank HR policies

• Successfully managed the annual Hop for Muscular Dystrophy, Buck 4 Luck, and Jerry Lewis Labour Day Telethon fundraising campaigns by setting campaign goals, developing detailed project schedules, managing campaign.
• Streamlined fundraising campaign planning and logistics through the identification of campaign inefficiencies, resource needs, and proposed and executed recommendations for improvements
• Coordinated the recruitment of 75 event volunteers, acquired food and prize donations from over 30 organizations in the GTA, and achieved a fundraising goal of $72,000 for the Jerry Lewis Labour Day Telethon
• Performed mid-year forecasts, set annual revenue and expense budgets, and accurately tracked expenses, resulting in effectively managed department and fundraising campaign budgets

• Established strong relationships with third-party event organizers by providing support, promoting events, coordinating campaign supplies
• Accurately prepared weekly deposits, issued tax receipts, and inputted confidential donor information into constituency database
• Provided superior customer service by communicating with donors using tact and discretion to resolve donation and tax receipt issues resulting in donor satisfaction and continued support

Bba, Marketing And Human Resources - Co-Op

Activities and Societies: DECA U, The Shutterbugs Photography Club Graduated with Distinction

Certificate, Project Management

Certificate, Image Consulting