Wells Fargo

The 3rd largest bank in the United States with over $1.7 trillion in assets, Wells Fargo offers over 50 consumer and business financial products.

Project Manager / Business Analyst

• Under the Customer Data Quality department, I led meetings and wrote documentation to support business teams in their creation of data retention policies and data clean up efforts leading to well over 100,000 data elements getting remediated.

• In coordination with different lines of business I facilitated initiatives to improve data quality that effectively supported business processes and lowered compliance risks

• Leveraging Jira Align I tracked project health and logged documentation for proof of work completed while managing multiple other tasks such as writing up project plans and scheduling meetings to get alignment from decision makers on how to move projects forward

Project Manager / Scrum Master

• Under the Data Management and Insights department I managed technical projects and lead kick-off's, demo's, team trainings, daily stand ups, kick offs, requirement refinement, sprint retrospectives and solution testing in an agile environment

• Servicing as the main point of contact for the client and developer(s) I contributed to the delivery of risk-driven, value-driven, and optimization-driven solutions with business-managed tools (Jira, Power App, Sharepoint, Confluence) and team members as a shared service

• By utilizing user stories and leveraging Jira software I translated what solutions the business team needed into language that developers understand to ensure key objectives are met and projects completely in a timely manner

Industry: Financial Services

Departments: Customer Data Quality, DMI (Data Management & Insights

Flexport

Our mission is to make global commerce so easy there will be more of it. Accelerate performance and growth for your entire supply chain. Ship to and from anywhere. Track everything. Collaborate with everyone. See what happens when data drives your decisions.

Business & Sales Operations Associate

• Using Salesforce and Jira I completed projects involving tech upgrades and process improvements to lower our cost to service, opened new ways to win business resulting in over $480k in added revenue

• In an Agile environment I managed a sprint backlog while facilitating developer team stand ups, sprint planning meetings, story pointing, requirement refinement & sprint retrospectives on projects related to customer facing website enhancements.

• Established KPI's to track progress and compare old processes with new/proposed workflows then worked cross functionally with technology teams and department managers on projects relating to new client on-boarding, operations, quoting, product, and sales operations. Working with different business teams I wrote user stories to ensure developers understood how each solution would need to operate

• Acted as an internal data resource by providing reports using SQL Runner, Salesforce and Excel, creating workflows and giving data insights for managers in Operations and Sales departments.

• Lead over 110 client calls focused on issue resolution with our platform

• Implemented and standardized four new workflows which lowered our shipping CTS by 5% while providing the client with inventory shipping insights that are first of its kind in the industry

• Served as a main internal point of contact for different operational teams regarding data quality and requirements needed to clear customs

• Digitally prepared documents required to clear US customs including filing over 4000 importer security filings amounting to over 180,000 in revenue. Digitized over 8850 commercial invoices amounting to over $30M in client inventory

Data Operations Associate

Industry: Technology / Logistics

Department: Sales Ops, Data Ops, Operations, PMO

Skills

• Jira

• Confluence

• Salesforce

• Sharepoint

• Process Improvement

• Requirement and User Story writing

• Backlog refinement & prioritization

• Resource Allocation

• Agile methodologies

• Cross-functional Collaboration