Brenda Perkins Email & Phone Number

Reading, Ma, Us

• Leading cross-functional teams to remediate and align organization to regulatory requirements, partnering with Risk, Compliance and multiple lines of business. Includes identification of root cause and recommended remediation approach, including IT development, policy/procedure changes and training.• Strategy, scope, roadmap, managing team members and respective tasks, risks, issues and dependencies to ensure initiative remains on-track. Ongoing status and dashboard reporting to stakeholders and management.

Reading, Ma, Us

• Managed program team to transform and streamline approach for technology documentation for internal and external clients to standardize, create efficiencies, and improve user experience. This included organizational change, implementation of three new systems to consolidate technical documentation, establish standards, OKRs, KPIs, and new way of working.• Led project managers and broader team to ensure alignment, resolve constraints, risk/issue management, and provided executive reprting to ensure program deliverables remained on-track..

Reading, Ma, Us

Managed complex high-impact strategic and regulatory compliance projects, including consent order and MRA initiatives.• Managed program to implement and roll-out a new Enterprise-wide complaint policy, system, process, procedures, and operating model for the Wealth Investment Management lines-of business while ensuring compliance with regulatory commitments. The integrated solution drove a consistent and improved customer experience with enhanced team member performance and reduced regulatory risk. Worked across the enterprise with impacted groups to ensure coordination, consistency, minimization of barriers, while remaining on target for objectives and timeline • Led implementation and roll-out of material changes to bank and brokerage client agreements, including contractual changes with multiple third party vendors. Impacts included changes to policy, process, procedures, internal team communications, and client communications resulting in greater transparency while mitigating regulatory risk. • Managed integration of brokerage products onto the trading platform eliminating manual processing, closing a product support gap and provided streamlined processes with enhanced controls.• Partnered with business SME’s, Risk, Compliance and Legal to ensure regulatory compliance while mitigating risk.• Managed strategy, scope, process mapping, project plan, leadership and status reporting, monitoring of risks, issues, and dependencies.

Chicago, Il, Us

Assisted client with downstream impacts and stabilization from merger of three legacy companies onto new ERP, sales and commission systems (Workday, Salesforce and Callidus), IPO readiness and transition to public.• Partnered with operations and accounting to review process and G/L accounts to ensure adherence to company policy and GAAP.• Managed newly outsourced team of India-based Revenue Accountants to ensure appropriate recognition of revenue in compliance with GAAP and company policy. • Identified opportunities to streamline processes, enhance procedures, training and communications contributing to efficiency and stabilization.

New York, New York, Us

Led cross-functional teams with an objective to develop and execute integrated strategies that targeted and originated new client business. • Key member in establishment of this new start-up division.• Developed and managed highly complex programs from concept through execution including requirements definition, scope, milestone development, process mapping, risk/issue/dependency management, system enhancements, process and procedural changes, incorporating multiple third party vendors, pro forma and ROI analysis.• Developed strategic partnerships to foster cross-sell opportunities to clients of other Citi entities increasing total number of products per household.• Worked closely with Risk, Legal, Compliance, Capital Markets and Investor Relations to adjust policy and investor guidelines to expand target population.• Identified third party vendors to augment program objectives, negotiated contracts, SLA's and managed ongoing relationships. Contracts worth $1MM+.• Established key metrics and reporting to measure and communicate program performance.• Contributed in business growth from $0 to over $1B in originations.

New York, New York, Us

Led cross-functional teams to increase client retention rates throughout the life-cycle of consumers changing mortgage needs. This included development of integrated programs, execution, production, reporting and downstream optimization. Led project teams successfully integrating numerous corporate acquisitions.• Developed and managed complex projects from inception leveraging cross-functional expertise to maximize results while ensuring regulatory and legal compliance.• Identified and proposed technology and process enhancements to improve client experience, fulfillment process and cycle-time.• Became SME successfully leading project teams for multiple corporate acquisition integrations.

New York, New York, Us

• Corporate representative at semi-annual competitor peer review meetings presenting follow-up presentation to Senior Executive Team providing insight of competitor landscape.• Managed financial forecasting for Senior Executive Group. Reduced forecast cycle time by developing and implementing new financial projection models for Analyst team.

St. Louis, Mo, Us

• Managed financial projects for CEO and CFO of $440MM division, including several international corporate acquisitions and integrations.

Gb

• Planned, coordinated and managed execution of client financial statement and compliance audits.• Performed pre-M&A due diligence reviews.