TIAAPlan Compliance Services Lead
May. 2011 - Nov. 2021denver, colorado- Lead offshore team of 25 in Mumbai and Pune, India. - Lead process to ensure change requests were in alignment with client and regulatory requirements. - Implemented process change to consolidate two teams into one, leveraging downstream employees, resulting in: - 55.6% fewer requests to review - Faster processing times in overall process. - Higher capacity for employees outside of day-to-day work. - Business Continuity and Emergency Management: - Primary contact for Business Continuity functions in overall business plan. - Responsible for ensuring continuity plan is up to date at all times, annual testing of plan is performed and activation of plan occurs successfully in an emergency/disaster. - Interactive forms development in Adobe Livecycle Designer ES: - Solely responsible for design/enhancement of five interactive forms used across the company. - Intermediate to advanced knowledge of JavaScript. - Database Administration: - Design/enhancement of departmental database used to track audit requirements. - SharePoint and InfoPath maintenance: - Owner of departmental SharePoint site - Responsible for all changes and maintenance of SharePoint site as well as integration and maintenance of PowerApp and PowerIntegrate forms and processes. - Green Belt Initiative: - Scope: reducing Not In Good Order (NIGO) change requests received from business partners. - Lead developer for interactive "smart" form solution. - All required information is obtained in one-and-done fashion. - Process has reduced NIGO requests from ~21% to ~11%. - Miscellaneous: - In charge of all written documentation, Standard Operating Procedures (SOPs) and Process Flows. - Ensure auditory compliance in all processes. - Lead project to organize and re-house 3,500 "alerts" used by multiple departments.