Lori Wallace Email & Phone Number

Huntersville, Nc, Us

Boston, Ma, Us

A contractor working at Wells Fargo in COO Technology managing a multi year initiative to assess and replace Corporate Security assets (i.e., video and alarm equipment, ATM vestibules, ground radar, etc.) which includes project and issue management, financial management including planning, budgeting and forecasting as well as contract management ensuring required approvals are obtained while ensuring compliance to corporate and LOB process and policies.

San Francisco, California, Us

Managed a large portfolio of contracts including both Professional Services (SOWs, amendments) and IT Software (licenses, renewals) for Compliance, Legal, Audit & Regulatory Relations Technology ($70MM) and Corporate Risk Technology ($25MM) ensuring end to end contract facilitation from submission through final contract execution. Ensured compliance to WF, EFT, LOB and Third Party Vendor Management standards and policies, ensured alignment to Finance Technology budgets and forecasts, ensured risk due diligence activities are completed and obtained all required leadership approvals. Served as subject matter expert, trusted advisor and guided teams on proper tool usage, processes and policies and served as team liaison when partnering with Technology Managers and support partners in Finance, Supply Chain, Technology Asset Organization (TAO), Legal, Transitions, TRIMS/Risk, Procurement/Buyers and Accounts Payable. Assisted with process mapping and improvement activities. Trained all offshore team members on Vendor Management tools, processes and policies.

San Francisco, California, Us

Manages diverse operational functions for a large, complex business unit under Enterprise Data Technology including 7 divisions with a portfolio of $200 MM and 3,000+ resources including financial management (establishing controls/enforcing budget policies, Invoicing), resource management (hiring approvals, hiring plan and forecast maintenance), contract management (SOW and Software Schedules and TCRT approvals), risk management, program/project management, process improvement and policy governance; Communications/newsletters; Partners with senior management to define/manage various special projects that may encompass and impact both technology associates and business partners; manages holiday, team building or charitable events

New York, New York, Us

Manages diverse operational functions for a large, complex business unit under Wholesale Banking Technology's Enterprise Information Technology (formerly Capital Markets Technology) team supporting CTO, Phil Little (Client Trade Services, Operations and Data Services Technology). CTO's team includes 6 divisions with a portfolio of $85 MM with 250 FTEs, 60 projects across 300 BDE’s and 68 applications including financial management (establishing controls/enforcing budget policies), resource management, contract management, vendor management, risk management, program/project management and process improvement / governance consulting; Partners with senior management to define/manage various special projects that may encompass and impact both technology associates and business partners; manages holiday or team building events.

Atlanta, Ga, Us

Managed operational functions within MCTC for the Millwork, Paint and Rough Plumbing & Electrical product categories including program/project management, key milestone reporting, risk management (issue escalation), audit/compliance, process improvement consulting, portfolio performance and business reviews. Partnered with clients to define and manage various special projects impacting MCTC, Store Environment, Merchandising and Deployment.

Charlotte, Nc, Us

Managed diverse operational functions for a large, complex business unit including financial controls/budgeting policies; financial consolidation and Clarity/PCM reporting; personnel processes; resource management; risk management; audit/compliance; premises/facility management; program/project management; associate/business partner training; service quality; process improvement & governance including tollgate audits; business continuity; communications; portfolio and scorecard performance; business reviews and fundraiser/event planning. Partnered with senior management to define and manage various special projects that encompassed and impacted both technology associates and business partners.

Charlotte, Nc, Us

Technology Project Consultant (Aug, 2010 - May, 2011): Provided process, reporting & governance support across Global Corporate Services Technology (GCST) by offering comprehensive Program Management Office (PMO) services enabling the delivery of various technology solutions and services to key business partners; focused on communications, SharePoint build/design; Clarity/PCM reporting/forecasting; risk management; application/process governance related to Data Management & Security Strategies and managed fundraisers/volunteer/holiday events.Service Delivery Consultant (June, 2010 - Aug, 2010): Provided support to Corporate Workplace Technology Initiatives including the development of management routines around PCM budgeting/forecasting; Clarity assessment, clean up & reporting management routines (Key Accomplishments/Status Reporting); implemented process improvements by authoring an improved Communications Plan including the development of a SharePoint Blog, a Stakeholder Tracker and a High Impact and Key Accomplishments Reporting Dashboard. Application Management Support Specialists (Jan, 2010 - May, 2010): Provided application maintenance and support for numerous applications ensuring global compliance and adherence to Application Governance policies/standards; partnered with vendor-owned applications to ensure timely delivery of required documentation updates (Disaster Recovery Plans, Business Continuity and Application Control Plans).

Charlotte, Nc, Us

Managed software requirement analysis, design, development, testing, deployment and support for Supply Chain Management (SCM); conducted resource analysis, estimation and task prioritization; gathered/analyzed customer requirements and managed sizing estimations process partnering with ETD/NCG & EIM SME’s to develop technical BRD & Infrastructure Design Document (IDD). Participated in design sessions (HLD/LLD meetings, JAD sessions) to provide feedback relevant to successful design, implementation and build strategy of application environment; directed all project DMAIC phases, milestones and activities to deliver business needs (value/ time/ budget/quality); utilized project management methodologies/processes/templates; managed overall project plan, budget, change controls; identified risks/assumptions/dependencies; conducted tollgates and provided status reporting to senior leaders; partnered with Business, Technology, Operations, SEPC, Audit, Legal and Risk to deliver objectives; coordinated development (coding), unit testing, SIT testing, configurations; managed deployment & implementation schedules; participated/provided knowledge transfer sessions with project, support & development teams. Managed various fundraisers, volunteer and special occasion events.

Charlotte, Nc, Us

Provided SME knowledge to (a) SCM’s annual contract template update project for SCM’s - Technology Integration Project (GEN I) and (b) Sourcing project with primary focus on Ariba Contract Workbench (configuration and implementation of contract documents). Partnered with Legal and Risk to obtain contract changes to legal T&C’s including knowledge transfer to Legal.

Charlotte, Nc, Us

Co-managed the software requirement gathering and analysis, design, estimation, development, testing, deployment and support of the Data Migration project relevant to contract imports from the Contract Management Tool (CMT) to Ariba; conducted resource analysis to include allocation estimations due to shared resources between multiple projects and releases; managed extraction/transfer/load (ETL) utilities, pre- and post- processors; assisted with the coordination of environment build and configurations; engaged/partnered with support teams for HW/SW needs; completed deliverables and status reporting.

Charlotte, Nc, Us

Managed an Application Service Provider (ASP) vendor (Procuri/Ariba/CMSI) for delivery of technology products and services to support Sourcing and SCM services through a comprehensive and enterprise-wide Supplier Management Program (SMP). Completed risk & performance deliverables per annual cadence to mitigate risk & maximize supplier performance per contractual obligations. Managed deliverables related to supplier registration, business continuity and information security control & planning, quarterly supplier performance metrics/scorecards, Supplier business continuity plans & testing, LOB contingency planning and auditing, offshore and risk surveys, pandemic planning, insurance review & financial management audits. Developed performance metrics to monitor, identify and mitigate operational risks through Supplier contract compliance and negotiated service level standards to ensure product and service availability/reliability via quarterly performance reviews. Managed and communicated internal support structures, issue identification/resolution, vendor development lifecycles, service level standards, product roadmaps, major upgrades/releases and management routines. Led strategic session’s specific to process improvements, leadership, reporting routines & Service Level Agreement compliance.

Charlotte, Nc, Us

Managed a small team of Business Analysts supporting SCM programs specific to Sourcing and Contract Management by providing resource analysis and guidance to support TDM’s to ensure project success. Bridged the gap between business and technology to deliver and execute on business priorities while building and maintaining internal/external relationships. Mentored, provided support and trained team for technical requirement gathering, process mapping, test plan creation and validation, issue identification, prioritization and resolution, testing documentation and User Acceptance Testing (UAT) script writing. Managed various fundraisers, volunteer and special occasion events.

Charlotte, Nc, Us

Provided SME knowledge on annual contract template update project to include contract automation, Sourcing enhancements, Project Tracking Tool and Supplier Registration enhancements. Performed application User Administrator duties for eSourcing (RFx) tool; managed requirement gathering and analysis; utilized Capability Maturity Model (CMM) methodologies to complete required deliverables; partnered with Business, Technology, Operations, Legal and Risk to deliver objectives; developed use cases/test scripts; facilitated UAT testing events; managed configurations & control guides; tracked/resolved/escalated issues; reported project status to senior leadership; updated Standard Contracting Templates and Annual Refresh Manual to conform with new processes.

Managed operations, accounting, recruiting, sales, administration and tax preparation for family technology consulting firm.

Managed all operations, sales/development, marketing, advertising, accounting, negotiations and licensing for own firm.

Charlotte, Nc, Us

Supported senior Legal and IT management on an initiative to implement a digital contract tracking and management tool to better manage its enterprise-wide contracts and supplier database for reporting and risk assessment. Managed the implementation of standard form contracts to support the contract management application implementation (CMSI/Procuri/Ariba). Analyzed contract templates for language consistency; defined required formats/styles/configurations; completed data mapping for reporting/metrics; configured templates; managed change control; completed testing, issue identification and resolution. Authored a detailed, comprehensive user manual for training of legal, technical and support teams.

Us

As Broker, partnered with Broker-in-Charge to provide support of commercial, transactional and consulting real estate brokerage services. Conducted brokerage/sales/account management (market surveys/analytics, demographics/labor statistics research and reporting, financial projections, client presentations, negotiations, marketing, property tours and inspections). As Business Manager, managed general operations including business operations (growth/development, vendor management and system process improvements); project management; sourcing/RFP processes/vendor management; accounting/financial management; human resource management (recruiting/retention/performance/training/ benefits/payroll/policy development); information technology (needs assessment, upgrades & rollouts, application & user testing, training); risk/issue management; event planning (client events and company retreats); marketing (mailers, advertising, creative, press releases); facility management (design, construction, move coordination, vendor management, lease compliance) and licensing compliance (regulatory and continuing education).

As Law Firm Administrator, managed daily operations for a Corporate/Real Estate/Litigation law firm including general business operations, accounting/financials, human resources, project management, facility management, event planning (client events and company retreats) and information technology management. As Paralegal, completed corporate law transactions (minutes, resolutions, articles, bylaws, stock agreements); ensured annual corporate compliance with local/state regulatory agencies; assisted in real estate asset acquisitions/mergers, residential/commercial real estate closings; prepared litigation filings such as Complaints, Motions, Civil Summons, Subpoenas and supported trial lawyers with court proceedings.

Responsible for daily operations including the supervision of 15 support personnel and 100+ independent contractors. Activities include marketing & sales support, accounts receivable (billing/collections), event management and training/education.

Bachelor Of Science (Bs), Business Administration And Management, General

Project Management Professional (Pmp)

Nc Real Estate Broker'S License, Residential Real Estate

Paralegal Studies