Responsible for oversight of all aspects of North Wind Document Control and Records Management programs. Manages the collection, storage, backup, maintenance, digitization, protection, and disposition of all records stored and maintained at North Wind. Establish and ensure all document and record processes and policies comply with regulatory requirements. Responsible for coordinating all aspects of the Records Management and Document Control programs at the corporate level and cascading these requirements across North Wind Projects. Key Accomplishments:• Created document and records management strategies, policies, standards, and procedures to maximize productive management and sharing of documents.• Implemented corporate records retention schedule and enforced retention policies across all offices to maintain compliance with legal requirements.• Responsible for implementing comprehensive document repository and streamlining processes which significantly improved system efficiency, collaboration, ease of posting, and locating of documents.• Implemented corporate SharePoint records repository to store, organize, share and access information across the organization.

Formulate and implement procedures, standards, and metrics to showcase and enhance efficiency and uniformity of records management program. Contribute to design and implementation of electronic content records management technologies. Oversee the development of Maturity Model and Target State Model to identify risks within records program and provide actionable recommendations for resolution. Create and execute strategies to utilize records management technologies for streamlining data organization. Collaborate with global Citi business units to enhance operational efficiency by aligning with International Organization for Standardization (ISO) industry standards.Key Accomplishments:• Collaborated with the Global Records Management Organization and key business stakeholders to assess status of enterprise records management program while analyzing structured, unstructured, and physical records against alignment with Generally Accepted Recordkeeping Principles (GARP). • Devised departmental Book of Work and Roadmap that outlined actionable steps for addressing top-priority challenges within the global records management program.• Contributed to development of content and documented project steps and activities within Electronic Content Management (ECM) standards program and ISO 22957-2.• Collaborated with cross-functional teams to align records management with overarching organizational goals.

Managed team of three direct reports, including one supervisor, and mentored 28 records custodians to ensure effective management of corporate records management program. Supervised mailroom operations by overseeing processing of incoming mail, resolving issues, and delivering outstanding customer service. Formulated and executed annual departmental budget plan, including forecasting, planning, and monitoring to optimize financial control. Liaised with Legal and IT Departments to oversee legal holds process, while ensuring preservation of potentially relevant data for impending or expected litigation. Collaborated with the Legal department and State archival officials to formulate retention and disposal standards, ensuring full agency compliance. Developed Records Management Business Continuity and Disaster Recovery plans to ensure seamless operations and data integrity.Key Accomplishments:• Managed Florida FOIA public records requests for Aviation Authority according to Florida Statutes and public records laws. • Administered TPA police department records program and served as custodian of public records requests for police documents. • Facilitated the organization's transition from paper-based records to electronic records program to optimize daily workflows and drive company cost reductions.• Responsible for the safeguarding of confidential records including police, human resources, construction, personnel, and financial documents.• Served as project lead upgrading IBM FileNet P8 system to streamline document management process.

Monitored Records department by supervising storage and organization of workers’ compensation medical records within Division. Served as Records Custodian for Division managing public records requests and fostered effective communication with internal and external attorneys to implement legal holds and represented the Division during depositions. Directed Electronic Data Management division responsible for imaging, indexing, and validation of physical documents. Coordinated with the Department of State to ensure compliance with record retention and destruction requirements. Led cross-functional team in formulating strategic long-term plans for personnel staffing, office layout restructuring, and technology upgrades. Managed timesheet approval, task allocation, personnel assessment, and documentation of employee performance, including composition of annual performance evaluations.Key Accomplishments:• Managed team of 15 employees for timely response to more than 7,500 subpoenas and public records requests each year in compliance with Florida public records laws and rules of procedure related to Records Management.• Lessened overall response time from 5 to 1.5 days for fulfilling Public Records and Subpoena requests by executing series of pivotal process enhancements.• Administered Department of Financial Services' proprietary 'in-house developed' internal electronic content management software/systems.• Coordinated with IT and Legal departments to implement Aderant Total Office (ATO) legal software.

• Crafted a career defined by a series of achievements, marked by quick advancement to roles of increasing responsibility. Career progression includes: Customer Service Analyst, Data Analyst, Senior Data Analyst, Lead Data Analyst, and Data Consultant.• Supervised a portfolio of data analysis projects, maintaining strict data quality and meeting deadlines, which led to the consistent attainment of performance metrics.• Led a team managing external data requests and supervising the creation of the annual report card for data providers. Conducted training workshops for State Executives to enhance procedural efficiency and address carrier deficiencies.• Formulated detailed business requirements, test plans, and strategies, then carried out user testing and managed the effective implementation of system changes.• Performed research and assisted management in responding to insights from both internal and external data quality audits, thereby strengthening the organization's dedication to data integrity.