Margo R. Email & Phone Number

San Francisco, California, Us

Reporting to the Chief of Staff, my team cultivates a culture of innovation and process improvement through a matrix network of 15 Lean Change Agents. Building relationships across the enterprise to seek out and evaluate systemic issues; partnering with Intake team to channel the resulting recommended solutions into the pipeline of strategic initiatives. Process Improvement Center of Excellence – Growing business process competencies through skill development workshops and a range of internal consulting services such as: coaching project teams, leading special initiatives to completion, facilitating focused problem solving sessions, writing business cases for strategic initiativesStrategic Planning and Initiatives – Partnering with Strategic Planning team to raise transparency of enterprise resource constraints and priority conflicts, generating multi-year proposals for annual planning decisions and support ongoing engagement with initiative program officeDiversity, Equity and Inclusion – Strengthening our commitment to DE&I is a strategic initiative in and of itself, I am passionate about this initiative and contribute to its success though our Mentorship program as a volunteer mentor and as the co-chair of our Women’s ERG building a series of engagements that encourage connection and growth

San Francisco, California, Us

Short-term engagement within the Rebuilding Trust Office – enact program governance by publishing and communicating initiative guidelines with procedures to establish consistent project management across thirteen initiative teams, incorporating Enterprise PMO methodology and standards. Collaborate with Enterprise Information Technology leadership to identify and manage risks related to technology dependencies. Produce executive summaries and materials for Oversight Committee and Board-level reporting.

Oakland, California, Us

Recruited by IT org to build the Enterprise Change Office, subsequently transitioned to Finance org & merged with Process Improvement establishing the Continuous Improvement Center of Excellence in 2016. Represented team during annual enterprise integrated planning sessions, facilitated strategy development with team leadership ensuring cascaded objectives aligned with executive guidance. Managed $9M operating budget & resource planning, maintained leadership awareness of ongoing activities & open decisions through routine portfolio progress reviews & reporting dashboardsAffordability PMO - Joined Affordability working team to onboard PMO team and customize the project governance framework to establish infrastructure and oversight for the five-year program. Prepared program analysis & recommendation materials for senior leadership ensuring SteerCo meetings resulted in timely decisions.Produced program reference & on-boarding materials to launch a five-year transformation program of 19 enterprise-wide strategic initiatives targeted to improve operational excellence & reduce overall expense by $3BFormalized initiative roadmaps & governance ‘phase-gate’ framework including Lean management playbook, project deliverables & analysis requirements, progress & KPI measurement guidance Continuous Improvement COE – Responsible for resource planning & project management of internal consulting provided to strategic initiatives aligned to enterprise multi-year roadmap: Led team of LSS Master Black Belts & Change Mgmt practitioners to integrate change & process frameworks with service offerings for a new internal consulting modelDelivered change management strategy to consolidate six teams – including key stakeholder on-boarding with targeted skill development & peer mentoring Re-prioritized project pipeline to maximize resource management focusing on high-value innovation projects, resulting in $2M+ of expense savings & achieving internal consultant utilization of 94%

Wyomissing, Pa, Us

Daily Operations: Deposit Processing, Mobile Banking, Online Banking Platform, Visa/Debit SystemsM & A PMOReporting to the Chief Administration Officer, managed daily deposit operations of a growing regional bank, monitored consumer banking systems, supported key retail operations by developing and launching new products for revenue growth. Prepared analysis of data systems, team members and product profiles for anticipated acquisitions with recommendations for integration and mitigations to reduce customer experience impacts. • Led operations workstream for merger of three acquired banks including process and procedure analysis, product gap analysis, organizational design options with talent and skill development plans• Fostered relationships with Customer, Risk and Technology teams to ensure new or revised policies and procedures were properly vetted, documented and implemented to achieve intended objectives• Sponsored quarterly project alignment sessions to problem solve budget estimates, project risks and establish mitigation plans ensuring integrated scheduling of project resources and funding consistency

Boutique consulting group specializing in marketing performance, data analytics and business strategy with clients ranged from pharma to software to financial services. The Client PMO collaborated with client leadership to identify process efficiency and streamlining initiatives and facilitate strategic planning for prioritization and project roadmaps.• Published executive summary reports, presented guidance and improvement recommendations to business leaders and steering committees, delivered initiative updates at employee off-site events • Created content guides and communication plans for leaders to ensure message consistency, aligned with on-boarding timelines, printed / online reference materials to promote procedure adoption and best practices • Collaborated with client teams to identify procedure gaps and resolve expectations, facilitated engagement activities ensuring readiness for successful initiative deployment, generating >85% engagement at go-liveSystem Data Integrations, Technical Project Management, Engagement Management, Business Process Improvement

Prague, Czech Republic, Cz

Managed cross-functional lending team, supporting multi-state business development team increasing monthly production from $20M to $50M within 12 months. Monitored overall portfolio health for performance risks, recommended actions for mitigations and course corrections enabling 100% investor and regulatory compliance.• Monitored overall portfolio health for performance risks, recommended actions for mitigations and course corrections enabling 100% investor and regulatory compliance• Facilitated annual resource planning with monthly updates and maintained portfolio budget oversight to reach reduced expense goalsLSS Green Belt, Investor Projects, Project Governance

Las Vegas, Nevada, Us

Managed cross-functional lending team, supporting multi-state business development team increasing monthly production from $10m to $31m within 12 months.• Led cross-functional lending operations team to successfully implement updated procedures to maintain regulatory compliance for multi-state requirementsProduct Deployment Team, Investor Compliance

Los Angeles, Ca, Us

Private Banking, Special ProjectsSubject matter expert for banking operations initiatives including new product development, investor compliance and regulatory auditing for private banking transactions. Project management for process improvements including documented operational policies and procedures, delivering written communication and training to ensure awareness and compliance, successfully improving KPIs by reducing trailing document backlog to <20%.

Responsible for building ten-member cross-functional operations team during start-up and post-IPO timeframe. Collaborated with leadership team to create operational policy and best practices for the newly developed online lending experience. Operations SME for IT application deployment. Partnered with IT project managers to provide operations expertise to implement new software applications, design updated user-interface and technology investments.• Designed and deployed a cross-functional business process to remove overlapping hand-offs and improve cycle time by 48 hours• Introduced employee performance criteria, career path planning, and onboarding program with best-practice implementation• Partnered with IT project managers to provide operations expertise to implement new software applications and design updated user-interface Operations Project Management, Change Management, Software Development Team

Norwalk, Ct, Us

Joined project management team supporting business process improvement, application updates and investor auditing projects. Attended GE’s ‘Underwriting University’ to learn financial modeling principles, obtained Six Sigma Green Belt. Managed DMAIC projects from planning through implementation, supported line-managers with project timelines, internal written communications and change management.• Managed DMAIC projects from planning through implementation, supported line-managers with project timelines, internal communications and change management• Facilitated workout sessions to simply existing workflows, reducing annual expense by $475k through decreased overtime• Tracked and reported operational performance metrics to validate process improvements, presented quarterly updates to sponsors LSS Green Belt, Technology Projects

Charlotte, Nc, Us

Established and managed eight-member second shift operations team, to increase production capacity. Additionally, contributed as a member of the working team for new product deployment. • Developed onboarding and training program for new team members, fostering a collaborative environment and employee retention• Identified best practices for multi-state compliance requirements and implemented legal review process, resulting in 50% reduced rework, quicker recording and improved customer satisfactionProject Deployment Team, Lending Operations, Product Compliance

Dulles, Virginia, Us

Engineering Project Team

Master Of Science - Ms, Managing Human Capital; Strategy And Design

B.S. Business Administration, Finance And Business Strategy