Principal Consultant Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Quality-focused Principal Consultant successful at defining and managing customer expectations and delivering exceptional results built on extensive industry knowledge


Project and portfolio management

Process reengineering and change management design and implementation

Industry expert in Information Governance strategy and execution

Thought Leader and lead practitioner in law firm risk and compliance operations

Work History
01/2020 to Current
Principal Consultant Thomson Reuters Corporation Bloomington, IL,

Information Governance (“IG”) and Records and Information and Knowledge Management counseling across all verticals, with a focus on “big data” analytics to create an enterprise IG framework, retention and defensible disposition schema.

New business intake, conflicts and compliance counseling to legal and financial services verticals.

Knowledge auditing, systems and process design for knowledge feeder systems and intranet design and optimization.

Areas of expertise and service include:

  • Reengineering and implementing new business intake processes and systems through analysis of clients, practices, business and cultural drivers, staffing profiles and business volume, to deliver integrated, consistent, actionable output by leveraging existing firm resources and information.
  • Designing and implementing ethical wall and confidential matter systems.
  • Creating and auditing processes for conducting conflict-of-interest evaluations
  • Advising on risk and information management issues associated with law firm merger and lateral attorney activity
  • Counseling risk managers, directors and general counsels on all aspects of NBI, conflicts, risk management and compliance operations
  • Planning and implementing information barrier and legal hold processes
  • Developing prescriptive analyses, recommendations and project plans and training regimens for all aspects of legal risk and information management operations
  • Client performance analysis and profitability reporting, including practice management, trend and marketing focused analyses
  • Leveraging internal databases to provide value to business development, knowledge management and financial analytical functions.
  • Evaluating and developing processes and procedures for firms’ compliance with regulatory acts (Patriot Act, FATF), anti-money laundering/know your client (AML/KYC) protocols as well as vendor/payor requirements,
  • Lateral partner/associate growth management and the effect on conflict and new business changes to firms’ traditional client bases due to lateral growth
  • Project Management - file opening workflow, conflict databases, client information database systems, time and billing systems (sub-ledger only), information management process redesign
  • Defensible disposition and retention schedule development, evaluation and project planning
  • Electronic records program development and implementation
08/2015 to 12/2019
Director of Information Services Community Hospital Corporation Beaumont, TX,
  • Extensive Business Process Reengineering and Change Management program design and implementation for
01/2008 to 08/2012
Director, Legal Systems Group Greenberg Traurig LLP City, STATE,

For a 1750 attorney, 35 office, international law firm, developed and implemented full service conflict of interest analysis program and reengineered new business intake processes and procedures; subsequently established a global information management program to support unified information management and governance:

Established Information Governance Steering Committee to act as oversight and business decision-making body for information related operations and initiatives.
Created processes for managing information flow of lateral partners and groups
Centralized and streamlined coordination of risk and information management constraints of outside counsel guidelines
Initiated process for diagnosing and addressing quality of information issues, from de-duplication to client proliferation, using commercially available technology and process redesign.
Standardized operational processes for indexing, storing and retrieving information across multiple electronic and physical repositories
Stabilized and reduced offsite storage expenditure through process reengineering
Piloted electronic records methodology for litigation, intellectual property and real estate practices in main offices using stakeholder working groups and cross departmental planning and implementation
Managed document and information transfer processes for several office moves, reducing movable footprint and corresponding costs
Created firm wide policies and procedures for significant information processes, including ethical wall administration, legal holds, file transfers and lateral partner intake.
Developed in person and online training programs for global records and information management staff and legal assistants.
Integrated with Litigation Support group to manage flow of client (non-work product) material.
Managed budget approval and business planning process for new department.
Hired and trained team of analysts to provide distillate of conflict and business information to decision makers for efficient resolution.
Developed protocol for evaluating level of risk in NBI Conflicts process
Redesigned workflow input and process to capture better information more consistently to the conflict and new business knowledgebase
Created conflict analyst profile and coordinated the hiring of staff of full service conflict analysts
Improved lateral hire intake process by introducing tiered approach to evaluating incoming clients.
Created a central data source for clearing potential conflicts for significant, high risk and high value clients.
Developed and implemented training program for partners and assistants in generating new business submissions and managing conflict information.

09/1990 to 04/2005
Manager, Client Accounting/Clearance Center Clifford Chance LLP City, STATE,
Expected in 05/1988
Master of Science: Chemistry
New York University - New York NY,
  • Relevant Coursework Completed

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Resume Overview

School Attended
  • New York University
Job Titles Held:
  • Principal Consultant
  • Director of Information Services
  • Director, Legal Systems Group
  • Manager, Client Accounting/Clearance Center
  • Master of Science

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