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.
• 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.
• 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.
• 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.
• 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.
• 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+.

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.
• 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.