Lori Wallace

Lori Wallace Email and Phone Number

Technology Business Systems Consultant @ Motion Recruitment
Huntersville, NC, US
Lori Wallace's Location
Huntersville, North Carolina, United States, United States
Lori Wallace's Contact Details

Lori Wallace personal email

About Lori Wallace

A detail-oriented, self-motivated, methodical thinking professional with experience within the financial, capital markets, supply chain/procurement, real estate and legal services industries. Works well independently, and as a strong team player, and is tenacious and driven to deliver and execute. Specialties include the following:> Chief of Staff / Business Services Support / Operations/Administration> Project / Program Management > Risk Management / Audit / Compliance> Financials / Accounting Management > Change and Project Management Framework Knowledge > Process/Policy Governance / Improvements > Event Planning & Facility Management> Vendor & Performance Management> Sourcing / Procurement Knowledge > Paralegal & Contracting Knowledge> Commercial and Residential Real Estate Sales & Management

Lori Wallace's Current Company Details
Motion Recruitment

Motion Recruitment

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Technology Business Systems Consultant
Huntersville, NC, US
Employees:
18
Lori Wallace Work Experience Details
  • Motion Recruitment
    Technology Business Systems Consultant
    Motion Recruitment
    Huntersville, Nc, Us
  • Motion Recruitment
    Technology Business Systems Consultant
    Motion Recruitment Nov 2024 - Present
    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.
  • Wells Fargo
    Business Initiatives Consultant / Finance Analyst
    Wells Fargo Aug 2019 - Jun 2023
    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.
  • Wells Fargo
    Chief Of Staff
    Wells Fargo Jul 2016 - Aug 2019
    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
  • Enterprise Solution Providers
    Chief Of Staff/Consultant At Wells Fargo Securities - Wbt-Enterprise Information Technology
    Enterprise Solution Providers Jul 2014 - Jun 2016
    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.
  • The North Highland Company
    Consultant - Project Manager
    The North Highland Company Dec 2013 - Apr 2014
    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.
  • Bank Of America
    Vp - Business Support Manager / Pmo
    Bank Of America May 2011 - Sep 2013
    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.
  • Bank Of America
    Vp - Pmo Support/ Service Delivery/Application Management
    Bank Of America Jan 2010 - May 2011
    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).
  • Bank Of America
    Vp-Technology Delivery Manager
    Bank Of America Jan 2008 - May 2010
    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.
  • Bank Of America
    Vp-Subject Matter Expert (Sme)
    Bank Of America Jul 2005 - May 2010
    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.
  • Bank Of America
    Vp-Technology Delivery Lead
    Bank Of America Jun 2007 - Jun 2008
    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.
  • Bank Of America
    Vp-Supplier Manager
    Bank Of America Oct 2005 - Apr 2008
    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.
  • Bank Of America
    Vp-Business Intelligence & Analytics Team Manager
    Bank Of America Dec 2006 - Jan 2008
    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.
  • Bank Of America
    Avp-Technology Delivery Lead/Project Consultant/Subject Matter Expert (Sme)
    Bank Of America Jul 2004 - Jun 2005
    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.
  • Technology Brokerage, Llc
    Sales Representative/Business Manager (Self Employed/Part Time)
    Technology Brokerage, Llc Jun 2002 - Dec 2008
    Managed operations, accounting, recruiting, sales, administration and tax preparation for family technology consulting firm.
  • Edge Realty Concepts, Inc.
    Owner/Broker Of Residential Real Estate Business (Self-Employed/Part Time)
    Edge Realty Concepts, Inc. Jun 2002 - Dec 2006
    Managed all operations, sales/development, marketing, advertising, accounting, negotiations and licensing for own firm.
  • Exervio Management Consulting
    It Consultant For Bank Of America/Supply Chain Management-It
    Exervio Management Consulting Apr 2004 - Jul 2004
    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.
  • The Staubach Company (Now Jones/Lang/Lasalle
    Commerical Real Estate Broker / Business Manager
    The Staubach Company (Now Jones/Lang/Lasalle Jan 1999 - May 2002
    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).
  • Murchison & Associates, Pa
    Law Firm Administrator / Paralegal
    Murchison & Associates, Pa Mar 1994 - Dec 1998
    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.
  • Yellow Cab Company / Carolina Transportation Management
    Assistant General Manager
    Yellow Cab Company / Carolina Transportation Management Jul 1990 - Feb 1994
    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.

Lori Wallace Skills

Vendor Management Risk Management Program Management Process Improvement Change Management Project Management Management Strategy Business Analysis Leadership Software Documentation Resource Management Analysis Budgets Project Planning Pmo It Management Integration Requirements Analysis Portfolio Management Six Sigma Business Development Team Building Commercial Real Estate Process Governance Financial Reporting Problem Solving Building Relationships Negotiation Residential Real Estate Event Planning Organizational Effectiveness Space Planning Supplier Performance Conflict Management

Lori Wallace Education Details

  • Unc Charlotte Belk College Of Business
    Unc Charlotte Belk College Of Business
    General
  • Central Piedmont Community College
    Central Piedmont Community College
    Project Management Professional (Pmp)
  • Mingle School Of Real Estate
    Mingle School Of Real Estate
    Residential Real Estate
  • Queens College
    Queens College
    Paralegal Studies

Frequently Asked Questions about Lori Wallace

What company does Lori Wallace work for?

Lori Wallace works for Motion Recruitment

What is Lori Wallace's role at the current company?

Lori Wallace's current role is Technology Business Systems Consultant.

What is Lori Wallace's email address?

Lori Wallace's email address is lo****@****aol.com

What schools did Lori Wallace attend?

Lori Wallace attended Unc Charlotte Belk College Of Business, Central Piedmont Community College, Mingle School Of Real Estate, Queens College.

What are some of Lori Wallace's interests?

Lori Wallace has interest in Interior Design, Mountain Biking, Cardio Funk, Pilates, Fitness/exercise, Scuba Diving, Concerts/live Music Of All Kinds, Reality Tv, Roller Skating, Kick Boxing.

What skills is Lori Wallace known for?

Lori Wallace has skills like Vendor Management, Risk Management, Program Management, Process Improvement, Change Management, Project Management, Management, Strategy, Business Analysis, Leadership, Software Documentation, Resource Management.

Who are Lori Wallace's colleagues?

Lori Wallace's colleagues are Sinead Edwards, Christian Green 💾, Reid Mcmenamin, Taylor Uys, Lisa Johnson, Yvonne Cline, William Hughes.

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