Liz Schultz Email and Phone Number

As the Application Security Governance Consultant I have participated in the creation, communication, and implementation of strategic processes, analyses and reporting. I have lead a variety of change management initiatives across ITRS Risk and Governance, support governance activities for special initiatives as well as create and manage awareness campaigns and events.

Strategy and change management professional who drives business planning, executive reporting and presentations, communications, and change management programs in Chief Administration Office.

•Develop and maintain accurate, timely, and comprehensive financial reports daily/weekly/monthly for facilitating management decisions.•Maintain SalseForce.com dashboards detailing high-level statistics, Business Development achievements incorporated into executive presentations and updates.•Provide statistical analysis of marketing campaigns to executive management, highlighting areas of success and opportunity.•Deliver clear and timely communications to teams within the Sales organization. Serve as cross-functional point person for employee communications and liaison to the department heads that interface with Sales.•Liaison between Sales and Finance with regards to budget and monthly performance.•Actively participate in the development of sales strategies centered on increasing sales revenue.•Create and present reports and analysis containing high volumes of sales and performance statistics to executive management across several lines of business within JP Morgan Chase•Design and maintain executive summary of headcount reporting which includes but is not limited to; open/pending reqs, terminations, and transfers in/out for 800+ sales and non-sales positions. •Reconcile quarterly with a walk forward all headcount personnel within Commerce Solutions. •Review and prepare (weekly and monthly) financial reporting related to signed sales results for all Sales teams; National, Commercial Bank, Consumer Business Banking, Partner, and Digital.•Create Windfall Clause report for commission purposes to track all merchants with SNR > 300K. •Identify and track top 100 merchants for achievement purposes.•Track all sales transactions >35K for compliance purposes.•Work with Business Development teams to consider the impact of new products and application of new pricing methodologies.

•Assist in the development of the $153M annual signed net revenue sale budget.•Assigning sales goals based on budget for all regions.•Create, monitor, and track commission plans and payouts.•Pipeline and forecast reporting – provide clear, detailed reporting and analysis to help National team win new sales opportunities.•Salesforce.com reporting – create and analyze extracts for pipeline, forecasting, and new signed sales.•Create detailed reports for achievement purposes. Identify, track, and investigate the under achieving merchants.

•Provide comprehensive reporting for executive management team.•Assist in monitoring and tracking of commission plans and payouts.•Provide clear and detailed pipeline and forecasting reporting with analysis to help National team with new sales opportunities.•Ensure all leads and opportunities are accurate and up to date in saleforce.com•Understanding and evaluating merchant statements.•Provide customer service to current as well as potential clients.