Patricia Harris - Strategic Operations Lead, PDH Management Strategies

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Work Background

EquitableChief of Staff | Enablement, Operations & Execution Management

Oct. 2022North Carolina, United StatesLeading a 7-member team, I actualized CMO’s business growth strategy – from strategizing plans and priorities, supplying data for high-impact marketing decisions, executing ideated initiatives, sustaining stakeholder connections, and ensuring seamless operations. I also regularly evaluate budget and processes to implement plans, workflows, and collaborative approach, while also spearheading talent management and development including organizational design and culture programming. ⚡ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 ✦ By conceptualizing and designing the Vendor Management Matrix to identify and reconcile all existing vendor contracts, I reduced yearend renewal timing and reconciliation issues by 35%. ✦ I introduced the Vendor Tracking Report which eliminated need to reconcile vendor contract obligations for non-Marketing Department workflow, minimizing needed time and resources by 15%. ✦ I instituted Excel-based Meeting and Reporting Matrix to capture key program dates, accountabilities, and expectations for commitments across 80+ employee-department. ⚡ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 ✦ I gained impeccable audit ratings for ~$57M annual marketing budget – accurately forecasting and administrating financial resources to sustain projects, staffing, and performance-based rewards, among others. ⚡ 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 ✦ Through analysis of learning needs to generate talent development strategies, including one-on-one mentorships and lunch-and-learn meetings, I significantly improved performance and mastery of best practices. ✦ I was appointed Professional Development Strategist Lead for Curriculum & Workshop team of newly-created Thriving Professionals Network, a 50-member group within internal ERG structure. ✦ I was handpicked to lead Employee Engagement Team and later as leadership support advocate for the new Culture Squad structure.

Wells FargoChief of Staff | Resiliency Strategy Operationalization Manager

Jun. 2021 - Sep. 2022Charlotte, North Carolina, United StatesHolding 3 simultaneous yet almost equally critical roles, I diminished impacts of emergencies and disasters and safeguard business continuity by devising and implementing custom resiliency strategies for diverse incidents. I also actively worked to safeguard organization against non-compliance from laws and regulatory guidelines. Notably, I steered execution of 11-step resiliency implementation processes, which included program risk assessments, governance structure creation, business impact analysis, recovery planning, to development of communications strategy supporting future state experience. I operationalized key program components to mature Enterprise Resiliency Framework, advising Head of Enterprise Business Continuity & Resiliency Planning. ⚡ 𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ✦ I created and implemented the Remote Priority Access [RPA] program, the bank’s pioneering strategic business continuity plan that aligned critical components to key people during black-out events [e.g., COVID]. ✦ I guaranteed 100% compliance of the RPA’s program features to regulatory requirements, including successfully acquiring annual BAU certification and establishing required governance structure. ✦ I initiated and steered completion of the Key Role Indicator Project which clarified who may be given access in case of RPA strategy invocation, reconciling difference of “key role” interpretation between HR and LOBs. ✦ By leading charge to promptly close gaps between new processes and regulatory issues which mitigated risks and ensured full compliance, I dodged fines and sanctions as well as detrimental PR nightmare. ✦ To effectively manage 100+ ongoing internal and external relationships, I formulated a stakeholder matrix. ✦ While architecting robust communication strategy, I instituted best practices for liaising with 4 departments, supporting consistent cross-functional message as well as end-to-end transparency across company.

Wells FargoEnterprise Services Governance Office Head of Business Management (CoS)

May. 2020 - Jun. 2021Charlotte, North Carolina, United StatesI am part of a critical team that partners with other ESGO verticals, operational and risk leaders, and technology amongst others to embed the Enterprise Services Governance Office into the daily operations across the bank. ⚡ 𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ✦ I am taking lead on all business management activities that will strengthen executives and empower leadership with information while advising them on core strategic planning initiatives. ✦ My role involves establishing best practices for liaising with HR, recruiting, finance and vendor management while facilitating a robust communication strategy that supports a consistent cross-functional message of end-to-end transparency across the company.

Zenith American Solutions, Inc.Chief of Staff (Client Service Executive)

Feb. 2016 - May. 2020Greater Atlanta AreaBrought in as both Chief of Staff and Client Services Executive, I sparked and sustained brand strength and revenue growth by steering development and execution of Client Services Executive's strategic roadmaps. I also orchestrated initiatives to monitor and maintain optimum contractual health of client accounts. I bridged relationships with the larger leadership team, service providers, client executives, and stakeholders - overseeing and controlling influx of inbound and outbound communications to maintain effective workflows and priorities while responding to concerns. Harmonized engagements with up to 40 board members of all 5 client enterprises. Influenced key stakeholders, sponsors, and other executives on critical business decisions through data-heavy counsel ⚡ 𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ✦ By leveraging dynamic strategies in cultivating relationships while ensuring quality maintenance of accounts' contractual health, I increased contract renewal by 14% for a client with 8-year period of flat renewals. ✦ Through timely and accurate submissions of exemplary financial disclosure filing records, I enabled major client, City of Atlanta Pension Board of Trustees, to earn the Transparency Diamond Award for 3 consecutive years. ✦ I captained panel of change agents in successfully implementing East Coast rebranding strategy post-acquisition. I also innovated and implemented process improvements for cross-functional design platform strategies throughout change period. ✦ I spearheaded audit that uncovered massive overpayment issue and detected internal practice inefficiencies. I then promptly organized employees, stakeholders, and legal partners in successfully restoring faulty payments and repairing existing process.

Pentegra Retirement ServicesBenefits Manager

Jan. 2015 - Dec. 2016White Plains, NYHired as Benefits Manager, I championed robust culture of high efficiency and accuracy standards in administrating multiple pension plans, consistently maintaining stellar levels of client satisfaction. I led and trained 3 team members on pension projects, compliance work, and related benefits management improvement operations. I also empowered 20+ internal partners including President, CEO, VPs, directors with information on program effectiveness and risk analysis factors as well data to help with key strategic business decisions. ⚡ 𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ✦ By determining appropriate improvements in the calculation review, verification, and finalization process and removing uncovered redundant procedures, I reduced process time post-calculation by 48%. ✦ I established comprehensive training programs and expanded arsenal for internal and external client resources by contributing training materials for internal Train-the-Trainer opportunities. ✦ I was chosen as Operations Lead for a $3B new client implementation, ensuring project progressed on-time and within scope of budget.

GSK KennelsProject Manager

Jan. 2013 - Dec. 2015Fishkill, New YorkAs Project Manager, I designed business strategy to flourish $20K startup capital, turbocharge sales growth, and gain solid foothold within competitive market. Steered business development goals amid aggressive timelines and limited financial resources. I oversaw planning and execution of marketing operations and growth campaigns and forged relationships with vendors and key external partners. ⚡ 𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ✦ Through engagements including industry conferences and tradeshows, I maximized visibility and expanded B2B connections. ✦ In driving significant efforts to successfully secure print marketing opportunities, I elicited high $50K ROI for a single campaign.

1199SEIU National Benefit FundAssistant Director

Jan. 2008 - Dec. 2013Working as Assistant Director, I spearheaded and coached cross-functional team of 80 staff in seamlessly executing end-to-end retirement process for employees of 1199SEIU Pension Plan. I also administered implementation of new procedures, in compliance with change management expectations. ⚡ 𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ✦ By leveraging interpersonal, communication skills and process workflow management techniques, I secured buy-in from HR department to establish first-ever production standards. ✦ Through deepening understanding of union-based organizations, conflict management, & remediation dynamics, operational issues have been reduced. ✦ I was selected to lead cultural sensitivity program covering 1.2K+ employees across the organization.