William Montgomery Email & Phone Number

Richmond, Virginia, Us

Program Management and reporting lead for a Data Transformation (DT) initiative, overseeing the comprehensive migration of all enterprise data from legacy platforms to a modern target state. I guided the project from initial planning through execution, ensuring every milestone aligned with strategic business goals.• Led a pilot project that set the foundation for the broader migration, balancing BAU needs with tight deadlines to maintain operational stability throughout the process.• Facilitated cross-team communication, bringing together developers, product managers, and senior leadership to align on priorities and quickly address blockers, driving faster decision-making.• Created a proactive change control strategy, which reduced unexpected scope changes by 30%, streamlining the path to project completion. Provided clear and actionable forecasts to leadership, keeping everyone informed and engaged.

Richmond, Virginia, Us

Project Management and Reporting for critical Covid-19 Related Technology initiative – Multinational Bank• Worked closely with branch managers to track technical blockers and market use of the new application• Developed reporting dashboards and presented recurring status reports for project and executive leadership• Utilized pilot data to create a nation-wide release strategy

Richmond, Virginia, Us

Data Analyst for Access and Project Management for Implementation of customer onboarding software — Multinational Bank• Coordinated efforts between workstreams to ensure milestones were captured correctly, distributed to the client and stakeholders, and communicated during planning meetings• Facilitated LOB-specific calls to ensure new and existing users were comfortable with the new software and their respective processesProcess Improvement - Access & Resource Management• Coordinated efforts between workstreams to capture key milestones and action items• Worked with stakeholders to grant tool and provision access to internal personnel – acted as access SME• Identified issues in the current process and developed a stream-lined process, reducing errors and process time by ~50%• Designed and developed Robotic Process Automation (RPA) bot for an approval process, using Microsoft Power Automate

Gb

Anti-Money Laundering Data Analyst for Remote Deposit Capture Look Back Transaction Monitoring – Domestic Bank• Performed transaction analysis for alerting and non-alerting account activity• Performed Quality Control of L1 work for documentation, disposition, and mitigation for Suspicious Activity Report (SAR) prepData Analyst for Dispute Backlog Remediation & Plan Alignment – National Healthcare Provider• Led a process automation initiative to design and develop Alteryx workflows that analyzed 26+ million rows of data, and output relevant information into a clean, usable format, increasing overall productivity by 30%• Collaborated with team to identify what processes would yield the greatest return on investment (ROI) if automated

Norfolk, Va, Us

• Managed and trained a team of 5-10 people, performed performance evaluations, and addressed questions and issues• Mentored representatives across the country through daily conference calls and in-person training