Sara Schulz Email & Phone Number

Burlington, Ma, Us

•Serve as a key contributor to the Charles River Development Information Security and Risk Team.•Contribute to fulfillment of Information Security and Risk client due diligence inquiries and client audits.•Support client audits through analysis, coordination of evidence and engagement with subject matter experts and audit team.•Fulfill client due diligence inquiries received through LegalWeb, Salesforce and direct email.•Support client due diligence inquiries with information security policies and standards including ISO.•Provide effective verbal, written and timely customer service to internal and external customers.•Support annual ISO audit through coordination of subject matter experts, evidence gathering, analysis and engagement with audit team. •Utilize MS Office suite in addition to internal tools including LegalWeb and Salesforce in fulfillment of client due diligence inquiries and client audits.•Maintain Customer Assessments Tracker for client due diligence questionnaires and audits. •Manage Risk Manager Mailbox inquiries. •Foster effective relationships with team members, relationship managers, Charles River Development teams, State Street teams, auditors and clients. •Complete Charles River University Training and State Street Learning courses as assigned.•Support management projects and initiatives as requested.

Burlington, Ma, Us

•Serve as a key contributor to the Charles River Development Information Security and Risk Team.•Contribute to fulfillment of Information Security and Risk client due diligence inquiries and client audits.•Support client audits through analysis, coordination of evidence and engagement with subject matter experts and audit team.•Fulfill client due diligence inquiries received through LegalWeb, Salesforce and direct email.•Support client due diligence inquiries with information security policies and standards including ISO.•Provide effective verbal, written and timely customer service to internal and external customers.•Support annual ISO audit through coordination of subject matter experts, evidence gathering, analysis and engagement with audit team. •Utilize MS Office suite in addition to internal tools including LegalWeb and Salesforce in fulfillment of client due diligence inquiries and client audits.•Maintain Customer Assessments Tracker for client due diligence questionnaires and audits. •Manage Risk Manager Mailbox inquiries. •Foster effective relationships with team members, relationship managers, Charles River Development teams, State Street teams, auditors and clients. •Complete Charles River University Training and State Street Learning courses as assigned.•Support management projects and initiatives as requested.

London, England, Gb

•Operate as a key contributor to Cyber Security and Technology Risk (CSTR)-Customer Assurance team reporting in to Governance, Risk and Compliance (GRC).•Fulfill customer assurance inquiries received through ServiceNow and direct email.•Analyze, coordinate and execute client onsite audits and client engagements.•Support customer assurance inquiries with information security policies, regulations and standards including ISO.•Build and maintain effective relationships and communications with cross functional teams including account managers, CSTR teams, business units, corporate responsibility, privacy, diversity and inclusion, legal, technology teams, policy team, application owners, vendors and clients.•Deliver services consistently, accurately and in a timely manner.•Work across the organization to contribute to departmental initiatives and programs.•Participated in the information security training and awareness program offerings.•Act as quality assurance daily for review of Customer Assurance draft responses. •Maintain accurate request information utilizing ServiceNow for reporting and metrics.•Contribute to training of new team members. •Create and maintain CSTR-Customer Assurance SharePoint site content.•Complete internal training utilizing the Learning Management System (LMS).•Provide effective ongoing verbal and written customer service. •Utilize MS Office suite in addition to internal tools including Loopio, SharePoint and ServiceNow in fulfillment of customer assurance requests.

Toronto, On, Ca

•Successfully fulfilled information security related projects for Financial & Risk (F&R) Tech business unit.•Built and maintained effective relationships and communications with cross functional teams including F&R Tech business unit, ISRM teams, internal technology teams, vendors and clients.•Coordinated customer assurance inquiries with ISRM Customer Assurance team and business unit.•Produced management reporting metrics to demonstrate F&R Tech business unit compliance with ISRM policy and other initiatives including oversight of Pen Testing, Application Assurance, and Education & Awareness programs.•Facilitated engagements to identify projects to enable business development while ensuring necessary security controls are in place.•Collaborated with security architects to discuss potential solutions to match business unit strategy with security architecture strategy.•Stayed abreast of industry trends affecting F&R Tech business unit and information security to consult and make recommendations accordingly.•Managed issues, tracked remediation, and registered risks in partnership with F&R Tech business unit and ISRM.•Assisted with execution of customer onsite audits.•Participated in incident management processes on an as needed basis.•Participated in F&R initiatives covering ISRM strategic goals, including ad-hoc support for other business units when needed.

Toronto, On, Ca

•Operated as an effective contributor to Information Security Assurance processes; Customer Assurance.•Interfaced with ISRM business unit liaisons, managers of ISRM services and corporate teams regarding information security. •Contributed effectively as a member of a global team for Information Security Assurance.•Delivered services consistently, accurately and in a timely manner.•Worked across the organization to contribute to departmental initiatives and programs.•Acted as triage role bi-weekly to manage Customer Assurance incoming requests. •Acted as secondary role bi-weekly to assist in management of Customer Assurance incoming requests.•Maintained accurate request information utilizing SharePoint for reporting and metrics.•Built and maintained relationships across the organization.•Created training material and contribute to new employee training.•Coordinated Customer Assurance requests across business units.•Provided effective ongoing customer service. •Supported management projects and initiatives as requested.

Toronto, On, Ca

•Provided business continuity direction, review, support and training to business units across Thomson Reuters in the development and implementation of business continuity plans.•Supported existing tools and technology, as well as evaluated and recommended new solutions and technologies that can deliver improved efficiency and capabilities in support of program objectives.•Supported global Business Continuity Management Office team within Information Security Risk Management through analysis, data gathering, data input, program information and documentation.•Prepared reports on business continuity status and activity for management, Business Continuity Management Office and plan owners. •Assisted with planning and execution of business continuity tests and exercises.•Responded to customer inquiries received through eBRPHelp and other channels.•Lead eBRP Reports initiative; analysis, facilitation, reporting and documentation.•Communicated effectively and worked with global team and vendors. •Created Incident Management Creation/Deletion Form, performed ongoing maintenance and tracking. •Assisted BC manager in the creation of BC program documentation; plans, test scenarios, policies and guidelines. •Analyzed and responded to Requests for Information (RFI), maintained tracking records.•Effectively utilized BC tools; eBRP, Work Package, SharePoint, Status Report, Data Capture Forms.•Utilized eBRP system tool to create and generate BIA’s for business units across the organization.•Coordinated Business Continuity Awareness Week. •Embedded business continuity into the organizational culture through training and awareness programs.•Collaborated with BC plan owners to establish realistic recovery strategies and tactics.

Toronto, On, Ca

•Project lead and information liaison for all cross-functional processes and related issues associated with the New Product Development process. Lead evaluation of business alternatives to operationalize Westlaw product initiatives, coordinated testing and implementation of the initiatives across Product & Pricing Services (PPS) teams and interfacing Finance processes. •Implemented annual/off cycle prices increases and SUBSCRIBER updates, changes, enhancements. Ensured accurate documentation of Westlaw pricing and product building processes for internal training needs and external issues/inquiries. Acted as auditor for DOMES/SAP/Databasics, WestlawNext Trials, PROs, contributed to quality improvement efforts for Special Offer team.•Performed PPS issue resolution/tracking, provided summary reporting of all issues to PPS management. Pursued significant issue escalation when necessary for Finance management. Investigated/Resolved Net Agent issues and processed Customer Summary Screen (CSS) requests.•Developed and coordinated training/knowledge sharing sessions within PPS areas, as well as provide presentations to external groups. Acted as PPS liaison for MARS (Master Auto-Populating Repository System) enhancements. •Served as email mentor to level six employees, Service Excellence Innovation Driver delegate and Business Continuity Plan (BCP) and Sarbanes-Oxley (SOX) coordinator.

Toronto, On, Ca

•Acted as primary communication and relationship management leader for projects.•Coordinated assigned projects simultaneously with several outside departments.•Ensured assigned project(s) are proceeding on schedule and deliverables are provided on timely basis.•Monitored and managed project tasks, status updates, documentation, and periodic communication to management.•Built strong team and effective team management for delivery of projects.•Interacted and effectively collaborated with team members and others at all levels throughout the organization.•Provided presentations and/or training overviews on projects or processes to senior and middle management and/or other internal customers, at all levels of the organization.•Identified departmental project, process, or procedural improvement opportunities.•Served as the Business Continuity Plan (BCP) Development Coordinator for Content Operations.

Toronto, On, Ca

•Manage team responsible for WESTLAW development.•Evaluate performance, recommend salary increases and promotional advancements, interview candidates, coordinate transfers of employees, and mentor new employees.•Coordinate development of new WESTLAW databases or enhancements to WESTLAW databases.•Prepare and maintain project documentation, and procedural documentation.•Analyze database designs and data.•Review and approve mnemonic specifications for outsourced projects.•Assist with data preliminary evaluations and cost estimates for proposed development projects.•Facilitate project meetings.•Test and maintain quality levels for new products.•Develop and facilitate internal training.•Work as part of the Rochester Content Center.•Liaison to the Washington, D.C. Data Acquisition Office.

Toronto, On, Ca

•Managed team responsible for testing and maintaining quality levels for WESTLAW databases.•Coordinated special projects.•Completed quality related assignments.•Facilitated inter-departmental committees.•Developed and facilitated internal training.•Wrote and reviewed procedural manuals for quality group.•Evaluated performance, recommended salary increases and promotional advancements, interviewed candidates, and coordinated transfers of employees.

Toronto, On, Ca

•Coordinated and managed the production of thirty-eight WESTLAW databases.•Developed WESTLAW databases.•Prepared and maintained documentation.•Communicated regularly with data providers.•Trained personnel on database update processes.•Mentored a new employee.•Tracked group programming requests.

Master Of Arts - Ma, Organizational Leadership

Bachelor Of Arts, Business

Master Of Arts In Organizational Leadership, Strategic Management