- Sr. Advisor, Technical Advisory Services - Silicon Valley Bank
Responsible for providing technology integration consulting, service, and support for internal business partners and clients. Oversee systems integration for MasterCard commercial card products, API, File Batch services and business procedure documents for implementations, servicing, and third-party integrations.
- Improved efficiencies. Configured an international scheduling matrix allowing customized selection of delivery dates and times for client-facing product training. Within three weeks, simplified the cumbersome communication process and reduced the workload required for this task by 75%.
- Documentation initiative saved valuable information. To prevent key information vulnerability, created a standardized configuration baseline model for product deployments and documented specifications. Resulted in better knowledge share across the organization and increased cross-training opportunities.
- Standardization resulted in 40% cost savings. Implementation processes and procedures were disorganized and in a non-shared format. Used Business Process Management (BPM) techniques to create delivery efficiencies, resulting in increased time-to-market product delivery.
- Provide technology integration consulting for prospects deploying Global Treasury products and services
- API, Batch, & Web integration of virtual card (In Control for Commercial Payments)
- MasterCard SmartData products SME for card transaction management & CDF files, Additional products: First Data (BlueZone [IBM] Scripting), SmartData, ICCP
- Provide support & servicing specifications, business procedure documents for internal business partners & clients
- Client ERP & AP (3rd party) systems integration (i.e.: NetSuite, Concur, Tableau, Expensify, etc…)
- Manager & Commercial Card Product Consultant - Capital One Bank
Drove product implementation processes and procedures for purchase control (MasterCard *ICCP). Responsible for providing client and internal commercial card product and technology transition in pre- and post-sales environments. Developed technical white-papers, guides, specifications, support procedures, implementation process and procedural documentation. Built and maintained strategic relationships with vendors and third-party systems providers. Recruited by Silicon Valley Bank.
- Reduced implementation time by 67%. Used best practice methodology to identify critical process steps and define roles and responsibilities in deploying consumer card products. Outlined roadmap and instituted product control plan to handle current and future challenges in delivery, minimizing risk.
- Implementation Manager for Purchase Control (MasterCard *ICCP) including the development, deployment, and management of standardized product implementation processes and procedures along with product BPM, FMEA, Control Points, and reporting; Additional products: MasterCard CDF, SmartData, TSYS (AttachMate Extra!);
- Develop process & procedural implementation and business growth strategies
- Provided both client and internal commercial card product and technology transition in both pre and post Sales environments while developing both internal and client facing technical white-papers, guides, specifications, support procedures, implementation process & procedural documentation
- Build and maintain strategic relationships with vendors and 3rd party ERP & AP systems providers
- Vendor/Supplier Enablement campaign manager (virtual card acceptance enrollment)
- Card Technology Officer & Vice President - SunTrust Bank Inc.
Managed development team deploying XSL (XSLT), XML, VBA and VBS application for custom client metrics and analytical solutions. Coordinated Visa branded products Spendvision (Fraedom). Led product collaborations with cross-functional areas to provide card spend solutions. Recruited by Capital One Bank.
- Launched revolutionary business card transaction platform Deployment team for Enterprise Spend Platform (Fraedom) in US commercial card market. Built robust, customized reporting capabilities and developed fulfillment procedures. Fraedom became a standard for the commercial card industry and is now in-market as Visa’s small-business standard card transaction management offering.
- Authored Standardized Project Plan document. Customers were dissatisfied with product delivery time. Documented procedures for card deployment and aggregated into a single-source document to guide future deployments. Decreased onboarding time and improved time-to-market metrics.
- Management of development team deploying XSL (XSLT), XML, VBA and VBS application for custom client metrics & analytical solutions; Additional products: Visa VCF, Spendvision (Fraedom), First Data (BlueZone [IBM] Scripting)
- Development of client Technical white-papers, service guides, and product concept references, specifications, scope documents, help & support guides, business requirements documentation, and business case summaries
- Product collaboration with functional areas such as marketing, product development, sales, and supplier enrollment support to provide card spend solutions
- Business Intelligence Architecture Consultant - Pyramid Consulting Inc.
Provided technical expertise and leadership to clients through managing Tier 3 support, systems documentation, and technical writing. Contracted position.
- Rebuilt database documentation for global logistics company. Prior database team exited, leaving documentation gap. Created working documentation for multiple databases & installed systems; served as liaison with impacted teams. Uninterrupted tracking of millions of packages prevented major loss in reputation & revenue stream.
- Escalated (tier 3) Help Desk Management.
- Systems Documentation and Technical writing for product enhancements to existing systems including scoping, conceptual design, and collection of detailed business requirements.
- MS SQL, PL/SQL, Unix administration, VBS/VBA, Cognos Systems
- Sr. Business Intelligence Analyst - Fiserv, Inc.
Supported the development and delivery of client financial, marketing, and performance analysis reports using various database systems. Conducted product training and certifications for client administrators and staff as well as developed and maintained the client-facing Training on Demand (TOD) website. Managed 326 regional client financial institutions with decision metrics products. Recruited by Pyramid Consulting.
- Slashed customer call volume by 80%. Division was unable to handle the demand of supporting large client base. Developed TOD (Training On Demand) solution allowing real-time knowledge share with customers. Created and hosted product knowledge database and how-to videos educating users, reducing call volumes.
- Transformed customers into advocates. To sustain high demand for custom reporting, developed and delivered a Cognos (IBM) train-the-trainer on-site sessions for banking clients. This unique solution was successful in developing experts in the process, preserving reporting standards, and maintaining data-mining abilities.
- Development and delivery of client financial, marketing, and performance analysis reports accessing various database systems using Cognos Reporting Tools such as Series 7 Business Intelligence Impromptu report writer & Cognos ReportNet tools.
- Facility & client on-site trainer for Impromptu and ReportNet products. Taught and certified client administrators and staff utilizing products. Train-the-trainer methodology.
- Training on Demand (client facing) website development & maintenance
- Management of 326 South-East Region Client Banks and financial institutions with Decision Metrics Products.
- Virtual Bookstore Coordinator - Tennessee Board of Regents
Directed all activities for the virtual bookstore and managed the escalated Help Desk for 47 universities and technology training centers for the state of Tennessee. Recruited by Fiserv.
- Created first TBR online university bookstore. Challenged with developing code for both faculty and student online course material. Course designers could easily upload material for pairing with courses and students were given access to online ordering. Resulted in better inventory control and large cost savings for the Tennessee Board of Regents system.
- Escalated Help Desk Manager for 47 State of TN Universities and Technology Training Centers;
- Virtual Bookstore Coordinator for Tennessee higher education Facilities in the state TBR system
- Webmaster & Distance Education Technologist - Cleveland State Community College
Primary liaison between elearning departmental Deans. Focused on producing quality and cost-effective online educational content for students and faculty. Promoted to Board of Regents.
- Set precedent for e-learning in the state. Tasked with establishing the internet as a viable means of course delivery. Successfully implemented first accredited online course for the state, which served as the model for the TN Board of Regents e-learning initiative, Regents Online Degree Program.
- Earlier career experience
- Analyst and Campaign/Community Organizer for various organizations.
- Captain United States Merchant Marines.
- Army Reserves72E/G Tactical & Fixed Station Telecommunications.