Thomas Scherrer, Pmp, Cspo
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Thomas Scherrer, Pmp, Cspo Email & Phone Number

Sr. Manager, Business Systems Analysis at Charles Schwab at Charles Schwab
Location: Denver, Colorado, United States 10 work roles 3 schools
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Sr. Manager, Business Systems Analysis at Charles Schwab
Location
Denver, Colorado, United States
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Thomas Scherrer, Pmp, Cspo is listed as Sr. Manager, Business Systems Analysis at Charles Schwab at Charles Schwab, a with 20505 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Thomas Scherrer, Pmp, Cspo.

Thomas Scherrer, Pmp, Cspo previously worked as Sr. Manager, Business Systems Analysis at Charles Schwab and Sr. Staff, Business Systems Analyst at Charles Schwab. Thomas Scherrer, Pmp, Cspo holds B.A., Economics from St.Edward'S University.

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Charles Schwab

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About Thomas Scherrer, Pmp, Cspo

Self-driven and hardworking professional with a comprehensive background in creating cost-effective process improvement and organizational efficiencies in continuous delivery environments. Proven experience managing systems, enterprise resource planning, and customer relationship management system initiatives to drive growth in organizations. Well-versed in data mapping and profiling, user acceptance testing, and reporting. Possesses a high degree of integrity, discipline, persistence, and attention to detail with solid interpersonal and communication skills. A continuous learner always finding opportunities to expand knowledge on products, methodology, and technology. Tech-savvy with strong knowledge of technology systems and software development processes and experience with MS Office Suite, Salesforce CRM, Contract Lifecycle Management systems (CLM), Relational Databases, MongoDB, SCRUM, SAFe, Kanban, Cloud, APIs, and enterprise software, devices, and mobile. • Business Systems Analysis• Product Ownership & Management• Project Management• Product Development Roadmap Creation• Agile Development Processes & Principles • Team Leadership & Development• Digital Product Strategy & Development• Product Backlog Creation & Maintenance• Systems, Features, & Processes Design• Solution Definition, Design, & Features• Storyboards & User Stories Refinement• Research & Analytics • Strategic Planning & Vision Planning• Proposal Writing

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Thomas Scherrer, Pmp, Cspo's current company

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Charles Schwab
Charles Schwab
Sr. Manager, Business Systems Analysis at Charles Schwab
san francisco, california, united states
Website
Employees
20505
AeroLeads page
10 roles · 30 years

Thomas Scherrer, Pmp, Cspo work experience

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Sr. Manager, Business Systems Analysis

Current

Lone Tree, Colorado, United States

Analyze business opportunities and lead solution design alternatives to help deliver quality technology and software initiatives. Collaborate with business leaders across the organization to prioritize technical work, including creating technical user stories with clear acceptance criteria. Integrate new technologies for business process improvement while fostering best practices and governance on all technical deliverables. Develop services, data contracts, and APIs in a cloud-based development environment. Conduct data research for domestic and international equities to develop solutions to expand client offerings.Key Accomplishments: • Initiated, researched, and drove a project designed to create a new securities asset classification system enabling the enterprise security data master to grow from 4.3 million investment securities to over 6.5 million securities. Partnered with corporate model governance to gain approvals after undergoing comprehensive, detailed scrutiny, and analysis.• Co-founded the Chapter Center of Excellence for BSA within the Wealth Management Group with a focus on developing career tracks for BSA’s to improve gap coverage and retention. • Established a reputation of an enterprise security master with expert-level knowledge in enterprise data systems, managing APIs, data dictionaries, and data profiling for better data distributions and integration for clients.

Jun 2021 - Present

Sr. Staff, Business Systems Analyst

Lone Tree, Co

Key Accomplishments: • Served as the Technical/Proxy Product Owner and Scrum Master for an equity ratings data distribution product, leading a team in identifying high-value pieces of work and managing the workstream. • Recognized as a key contributor to launch a new data distribution platform, ensuring alignment with consumers and tech partners by effectively communicating with each party to meet aggressive deadlines.

May 2017 - Jun 2021

Business Systems Consultant - Wholesale Business Solutions

Denver, Co

Consulted with business partners to analyze and document complex business processes and data requirements in a fast-paced agile environment. Designed and developed business intelligence visualizations to enable data-driven decision-making. Conducted data profiling and analysis in QA testing to ensure data accuracy. Collaborated cross-functionally to lead and execute client relations and process improvement projects, including managing requirements definition, data conversion, and interfacing. Served as a liaison between the product owner, development teams, and the quality assurance group during meetings to ensure that the software product functioned as designed through multiple code releases.Key Accomplishments:• Led a business intelligence initiative to onboard more than 20K reporting users for a significant enterprise application, resulting in a 180% increase in the reporting user base. • Utilized detailed data profiling and usage statistics to improve the User Experience (UX) and reduced screen response time for product owners, which improved accessibility to the data and improved reporting functionality. • Developed and implemented a visual interface to better map data and increase field accuracy by 95%. • Collaborated cross-functionally to merge multiple CRMs from previously acquired companies into a centralized Salesforce CRM and Microsoft Dynamics system to be used enterprise-wide.• Recognized by the Senior Management Team for the initiation of a shared services model best practice driven by a team-oriented project management methodology. • Partnered with the Executive Leadership Team to define and execute a large-scale, best-in-class electronic payment system, including incorporating use cases, business requirements documents, and process flows to create comprehensive designs. • Earned eight “Shared Success Awards” for excellence in leadership, partnership, and customer experience in a one-year period.

Apr 2008 - Mar 2017

Implementation Manager

• Coordinated implementation programs for Visa prepaid card products and services. Acted as primary liaison between external banking customers and internal company resources during program implementations. Executed project plans, communicated project status reports to customers and senior management.• Developed scope documents, detailed business and application configuration requirements to build a customized mix of Visa’s prepaid products and services to meet the objectives for each customer’s initiatives. Successfully delivered prepaid debit card programs on time and on budget.

Apr 2007 - Dec 2007

Product Manager

• Formulated and articulated the plans and approach for developing an electronic invoicing system for the company’s services procurement application. Successfully built a prototype of the invoicing module. • Compiled business requirements and project scope documentation to clearly define the functionality to be delivered in the product management plan. Collaborated with the software development and QA team leads to accomplish the delivery of the specified functionality in scheduled releases.

Aug 2006 - Mar 2007

Consulting Manager

Bridgeway Software Inc.
2002 - 2003 ~1 yr

Programmer Analyst

Aig American General
1999 - 2002 ~3 yrs

Software Developer

Napier & Judd
1997 - 1998 ~1 yr
Team & coworkers

Colleagues at Charles Schwab

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3 education records

Thomas Scherrer, Pmp, Cspo education

FAQ

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What company does Thomas Scherrer, Pmp, Cspo work for?

Thomas Scherrer, Pmp, Cspo works for Charles Schwab.

What is Thomas Scherrer, Pmp, Cspo's role at Charles Schwab?

Thomas Scherrer, Pmp, Cspo is listed as Sr. Manager, Business Systems Analysis at Charles Schwab at Charles Schwab.

Where is Thomas Scherrer, Pmp, Cspo based?

Thomas Scherrer, Pmp, Cspo is based in Denver, Colorado, United States while working with Charles Schwab.

What companies has Thomas Scherrer, Pmp, Cspo worked for?

Thomas Scherrer, Pmp, Cspo has worked for Charles Schwab, Wells Fargo, Visa Inc., Iq Navigator Inc., and First Data Corporation.

Who are Thomas Scherrer, Pmp, Cspo's colleagues at Charles Schwab?

Thomas Scherrer, Pmp, Cspo's colleagues at Charles Schwab include Lata Gadoo, Justin Fellers, Mba, Chris Fioretti, Albert Lin, and David De La Cruz.

How can I contact Thomas Scherrer, Pmp, Cspo?

You can use AeroLeads to view verified contact signals for Thomas Scherrer, Pmp, Cspo at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Thomas Scherrer, Pmp, Cspo attend?

Thomas Scherrer, Pmp, Cspo holds B.A., Economics from St.Edward'S University.

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