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Work Background
GRIDSOURCE, Inc.Director of Business Transformation
Dec. 2024• Automated reporting workflows and built dashboards through MS Teams integration, cutting down redundant reports and creating a single source of truth. • Enhanced safety and performance systems by implementing real-time EHS reporting and reducing weekly average incidents by 38%, boosting Geotab driver scores from 90% to 98.5%, and delivering $140K in Q3 cost savings through Axiom injury-related cost reduction. • Strengthened organizational adoption and decreased change management fatigue of the performance review process with a targeted communications plan, achieving a 68% open rate (vs. >50% goal). • Reduced AR exposure from $7M to $3.5M by standardizing and improving the invoicing process. • Standardized enterprise processes through a playbook, initiative charters, prioritization matrix, and governance frameworks, increasing visibility, accountability, and consistent execution across business units. • Partnered with leadership to define long-term transformation strategy, aligning initiatives with corporate objectives and driving measurable business outcomes.
CongruexProject Manager II
Apr. 2024 - Dec. 2024• Developed and maintained comprehensive project plans for SiteTracker in Salesforce and Concur credit card spending projects, engaging key stakeholders to align resources, monitor KPIs, and ensure timely completion of objectives while adapting to organizational changes. • Led collaborative team and stakeholder communications, including regular updates, one-on-one calls, and quality assurance processes, to proactively address concerns and maintain alignment with company goals. • Managed project risks and milestones, successfully completing project tollgates for customer acceptance and keeping all stakeholders informed and engaged throughout the lifecycle of all projects.
Charles SchwabChief of Staff-Strategic Planning & Insights
Mar. 2022 - Mar. 2024• Establish measurement programs to align on key success metrics across Corporate Relations and partner with Data, Analytics, Insights teams to track and communicate progress on a regular cadence • Develop and manage engagement models to align key stakeholders on strategic direction, prioritization, process, and trade-off decisions • Create and maintain templates and/or “blueprints” to drive consistency, alignment, and focus for strategic planning, prioritization, and progress updates • Storytelling - Develop and package relevant business stories to effectively communicate business strategies and recommendations to audiences of all levels • Synthesize large quantities of data and information to generate insights through both quantitative and qualitative analysis • Proactively lean into opportunities and challenges - taking initiative to identify and action on new and innovative ways to accelerate growth objectives and deliver on shared team & business priorities
Charles SchwabSenior Team Manager - Transformational Support Team, CS&S
Aug. 2020 - Mar. 2022Phoenix, Arizona, United StatesLed a team of project managers driving major integration initiatives in Client Service & Support, including BetterWay to Excellence (B2E), CCaaS, Continuous Improvement, and Blind Transfer standard work. Served as lead PM for B2E rollout, building project plans, gap analysis, tool design, and ADKAR-based change management. Strengthened adoption with branding campaigns, leadership roadshows, and governance groups to mitigate risk. Streamlined systems by eliminating redundancies in coaching/risk platforms and aligning data needs with QA and Risk partners. Partnered with Workforce Management to boost efficiency (4,600+ webpage visits) and Field Enablement to create client communications with a 50% open rate. Delivered scalable frontline training to 3,000+ employees, ensuring readiness ahead of tax season.
Charles SchwabManager, Incentives Management & Oversight
Oct. 2018 - Aug. 2020Phoenix, Arizona AreaWork with the Incentives Management & Oversight team to perform monthly/quarterly/annual bonus calculations, accruals, and payouts, including the research and processing of adjustment requests Interact with Schwab’s Business Leadership, sales professionals, Compensation, Talent Acquisition, Finance, Accounting, Legal, Human Resources, and cross-functional technology partners. Utilize Software as a Service (SaaS) applications to support the design, reporting, tracking, and payment processing. Operate in an Agile environment by utilizing JIRA tickets, UAT, validations, and audits.
Charles SchwabSr. Specialist – Campus Recruiting
Mar. 2017 - Oct. 2018Phoenix, Arizona Area• Strived to execute the Charles Schwab campus recruiting strategy by building relationships with key university partners and using our campus candidates as a strategic talent pipeline. • Played a large role in the Schwab Intern Academy to fill our internship positions with top diverse talent from our partner universities.
Charles SchwabTalent Acquisition Specialist
Feb. 2016 - Mar. 2017Phoenix, AZ• Partnered with Talent advisors to manage the background process for candidates.
• Promoted Schwab at job fairs, campus recruiting, and community & diversity events as needed.
• Continuously seek more effective and efficient ways to approach our recruitment processes; leads and or participates in process improvement projects across Talent Acquisition.
Charles SchwabTalent Acquisition Specialist- Contract with Randstad
Feb. 2015 - Feb. 2016Phoenix, Arizona• Supported the Operations Enterprise and partnered with the Talent Advisors to recruit for Phoenix, Denver, El Paso, and Orlando.
• Managed the Employee Referral Network for the Operations Enterprise. These referrals fill 60% of our positions. • Actively sourced, screened and interviewed candidates while maintaining an 80% pass-through rate.
Discover Financial ServicesRecruiting Coordinator
Feb. 2013 - Feb. 2015Phoenix, Arizona AreaOperated as a Human Resource partner by actively engaging in all areas of recruitment, acting as a change agent and working with all levels of management to enhance organizational effectiveness. Assist the business unit(s) in achieving business and people objectives.
DataSphere Technologies Inc.Account Executive
Jun. 2012 - Feb. 2013Tempe, ArizonaDataSphere Technologies, Inc. Is the leading provider of online neighborhood content and advertising in the United States. We work with major media companies such as Gannett, Raycom Media, Hubbard Broadcasting, Fisher Communications and Local TV to provide up-to-date information about what’s happening in over 1,000 individual neighborhoods, in more than 70 cities covering almost half of the US population. DataSphere is growing explosively; and led by a team of internet veterans from Amazon, IMDb, Microsoft and RealNetworks, who will continue making the sky the limit! *Recently named, Top Ten Best Places to Work in the Valley by The Phoenix Business Journal- December 2011
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