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.
• 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.

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%

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