Utilized comprehensive change management strategy aligning with ERP projects, objectives, and organizational goals. Identified stakeholders, assessing impact on project, and developing change plans for different groups. Managed change readiness assessments and evaluated organization’s preparedness for ERP implementation.

Led day-to-day operation of administration and reconciliations of over 3,000 client accounts, performing analyst duties, balancing checkbooks, handling month-to-month financials of high-profile clients. Supervised 12 reconcilers, with each accountable for over 300 accounts. Provided ongoing leadership, training, support, and personnel-related management, including performance reviews and time / attendance. Managed escalated concerns and account adjustments, ensuring client satisfaction stayed top priority.

Monitored day-to-day operation in Treasury Management of accounts over $150,000, using routine assessments. Supervised 9 associates, with each accountable for several high-risk accounts. Provided ongoing leadership, training, support and evaluated talent according to procedures. Managed a risk mitigation plan to prevent daily losses by: identifying, making an assessment, prioritizing, monitoring and reporting.