Robert Elfers Email & Phone Number

Ewing, New Jersey, United States

Responsible for designing and delivering business-focused system, solutions, processes and associated standards, and for working with developers and vendors to ensure that all technology initiatives are implemented within the existing or planned technology architecture and framework.

Cincinnati, Ohio, United States

Led team that executed credible third line of defense challenge, using independent assurance, objective advisory, and continuous monitoring techniques across data risk and data management domains. Executed 2023 plan, including several lead team and multiple component assurance audits, providing appropriate coverage across auditable units for numerous significant functions.• Provided subject matter expertise across several domains in objective advisory space in support of strategic initiatives including current expected credit loss (CECL), personal data rights (GLBA, CCPA, etc.), and acquisition integration.• Engaged in internal efforts focusing on employee engagement, Grow Up Great, and membership in several business resource groups that supported and directed resources to impacted employees and community.

Cincinnati, Ohio

Established consulting firm specializing in success of top strategic priorities of clients and focusing on enterprise-level support of people, process, and product in execution of key deliverables, using proven expertise across several methodologies to achieve diverse organizational goals.

Cincinnati, Oh

Served as Strategic Director for Enterprise Program Management Office programs, including current expected credit loss (CECL) and integrated customer experience. Assisted in developing enterprise-level cross-functional strategic partnerships and supporting comprehensive strategic plan that drove specific product, process, and revenue improvements. Continuously reviewed Bancorp procedures and methodologies to recommend opportunities for improvement, with emphasis on maturing broader organization’s capabilities and aligning strategic goals with business priorities. Member of EPMO Governance Center of Excellence team.• Managed several ongoing programs as director of infrastructure in consumer credit risk, including disaster recovery / business continuity planning, risk control self-assessment, consumer lending scorecards, consumer credit risk applications, and consumer credit risk database. • Owned span of control included project management, business analysis, and data management. • Participated in departmental United Way campaign leadership team annually, serving as chair in 2010 and 2013.• Served as liaison between security and risk services line of business and enterprise program management office. • Managed team of business analysts and project managers that delivered information technology (IT) solutions for Bancorp’s Enterprise Risk Management division. • Participated in development of EPMO project management methodology, actively supporting adoption across organization. • Acted as member of Bancorp’s quality assurance guidance team, project management guidance team, and project review board governance groups.• Managed the development of other deliverables, including Consumer and Wholesale Payments Initiatives, Insurance Services program, Credit Bureau Reporting Task Force, Risk-Adjusted Return on Capital program, Economic Capital enhancement program, Fitch RCSA / KRI, SearchSpace Anti-money Laundering, and Consumer Credit Risk Database program.

Cincinnati, Ohio

Focused on long-term, high-profile engagements and multi-disciplinary project management efforts for large clients, including conversions, system installation, and operations setup. Generated revenue for firm through increased penetration at existing clients and identifying new opportunities within industry. Maintained balance between client expectations and project profitability goals within framework of written agreements. Established, managed, and participated in programs that focused on increasing operational efficiency through structured implementation of technology solutions, human resource management, and control reporting mechanisms.

Cincinnati, Ohio

Provided expertise in plan design, conversion, administration, compliance, and operations management. Developed detailed technical and conceptual Y2K reviews of recordkeeping systems and documentation for clients. Participated in international engagements, including design of recordkeeping system and interfaces for use in Japan based on United States models.

Kansas City, Mo

Simultaneously managed conversion team of five analysts and system support team of four analysts. Facilitated client meetings where details of conversion process, product offerings, and ongoing operations were negotiated. Created, implemented, and delivered workflow management and tracking mechanisms for service requests, including feedback tools for senior management to assist in resource allocation decisions.

Cincinnati, Oh And Baltimore, Md

Oversaw relationship management of eight strategic clients and team of seven analysts servicing plans with over 30,000 participants and $1.3B in assets. Guided national projects that were beyond scope of standard activities for center, such as input data standardization models and uniform processing efforts. Completed client conversion on firm’s total benefits outsourcing product, coordinating conversions, communications, administration, legal, call center, and client management consultants in several states. Acted as member of Professional Standards and Systems committees.

Cincinnati, Oh

Member of a team that migrated over 200 clients from personal computers to a mainframe environment. Periodic valuation process included compliance testing and custom client statements.

Cincinnati Area, Ky