Financial services professional with advanced project management and consulting experience focused on cardholders, merchants, issuers, and processor programs. Project evangelist with an extensive track record highlighted by fifteen years of timely engagement completions. Astute to complex organizations, building and managing cross functionalteams leading short term to enterprise level undertakings that enhance stakeholder capacities through mutual purpose, sustainable reliable results. PROJECT SPECIALTIES Program Management Issues Management Project Management MS Project Builds Change Management Project Branding Matrix Team Facilitation Reporting Tools /Templates Process Development Communication Roadmaps Executive Steering Risk Management
Sr. Consultant VISA Incorporated
Independent Consultant/Contractor January 1998SAMPLE PROJECTS
Providing advisory, consulting and project management in support of programs, products, people and processes for Issuers, Merchants, Credit Unions, and Processors.
Role of Sr.
Consultant include key engagement manager, client team lead, project manager and individual contributor.
Principal areas of focus: program management, project management, product development, product management, process development, marketing & communications, legal/risk management, and strategy development.
Interim Program Manager Visa Loyalty Platform Services VLPS
Matrix reporting to Sr.
Business Leader / VLPS Owner and shared services management facilitating program management in collaboration with Visa Latin America, Visa Canada and Visa Inc.
programs and promotions - key interface for Operations, Development and Business Office.
Responsibilities included weekly core team facilitation, project management oversight, issues management, documentation management.
Global Rules Global Operating Regulations Development - Reporting to Sr.
Business Leader, supported Visa Europe development requirements for rules, variances and waivers in addressing marketability, functionality and launch of Debt Repayment in Ireland Czech Republic;, Contactless for London Olympics, Acceptance Devices in Europe; Dynamic Currency Conversion for Interlink Canada/US (are example topics).
Mobile Working Group - Durbin 2nd Non-Affiliated Acquirer Network - Acceptance Analysis (Card Present, Card Not Present, Card Absent, MOTO, Mail Order, Telephone Order, No Swipe, Key Entry, Face to Face.
Brand Management New Brand Architecture - Project Manager, designed, developed and implemented program and project management requirements for the install of Visa's new brand look, tone and feel.
Facilitated project meetings, steering committee meetings, issues management, developed project materials distribution, developed scorecard for executive management, and designed communications roadmap.
Processing & Emerging Products (PEP) Three -Year Operating Plan - Team Engagement Lead reported to SVP/Group Product Manager; Designed and Developed Annual Summary and Fiscal Quarterly Detail synchronized to Visa's Annual Business Plan and Pillar Strategies.
Deliverables included: Process Development, Communication Design including layout and templates applying Visa's Look Tone & Feel parameters; Facilitation of Input Process (staff interviews and data collection) across operating areas: Consumer Information Management, Risk & Back Office Services, Analytics, Shared Services, and Core Transaction Processing Services.
Developed complex comprehensive Group Product Level Roadmap connecting all reporting product units into a single tool for the management, monitoring and completion of critical deliverables for1BN revenue area.
Consultant and Engagement Lead, developed product plans, product roadmaps, PowerPoint decks, brochures, product reference guides and key messages, strategy to 4-color art to print production including: Resolve Online, Strategic Bankruptcy Solutions, Advanced Authorization, and Dispute Resolution Service.
Sample Projects Continued: Sales & Integrated Solutions Developed 80 Page RFP Response for Tier 1 Member for Chicago Sales Office securing critical business for Visa.
Developed process and received input from product/service areas contributing value to offering.
Finalized as a highly polished branded and formatted document within an expedited schedule.
US Product Development Visa Extras - Original Project Manager, Engagement Team Lead, developed and installed multi-year program management infrastructure to deliver unique platform loyalty rewards solution for members.
Identified and installed 12 functional team leads representing extended team of 150.
Early product development, member engagement to successful General Availability (GA).
Project Management methodologies, key messaging, communications roadmap, product roadmap, risk assessment, and cross team recognition.
External accountancy firm, Touché Ross reviewed HGI process for compliance - no exceptions identified.
Prepaid Gift Card Development - Project Manager, formalized approach for launching Visa's gift card strategy for bank members; project management, team facilitation, integrated merchant stakeholders, key messages, issues management, launch materials and CD.
SharePoint build, customized training.
Prepaid Payroll Card Development - Project Manager, formalized approach, methodology for project management structure and controls, Hispanic research coordination, state-by-state legal research on employee payroll requirements to support key US companies for adapting Payroll Product for unbanked employee market.
Prepaid Teen Stored Value Program - Visa Buxx Launch - Project Manager - Communications and Marketing Team of 40; overarching mission to ensure external stakeholders would receive strategy and adopt with minimized push back - high market risk exposure to brand- critical path schedule.
Visa Consumer Credit Rewards: Key Message Matrix - extensive platform messaging architecture addressing business rationale, positioning and features.
Message audiences included Issuer, Merchant, ISO, Processor, Loyalty Providers, Credit Rewards IRF qualifications and Operational considerations.
Legal approval and distribution.
POS Check: In support of VisaNet access strategy to convert check transactions to debit transaction.
Project Manager for Pilot Implementation including development of merchant training guides; supported on site store training to pilot site, Hamilton Ohio; video development with scripts and on site shoot support to producer.
Platform Services Development Small Business Account Level Processing: Engagement Team Lead, development of discovery document, captured lessons learned on predecessor Consumer ALP, organized cross-company subject matter teams, project kickoff, project management methodologies, functional area team interviews.
Sr. Consultant Visa International Operating Policy
*Reengineering of Disputes RED
developed marketing plan for International Regions to prepare and educate banks on strategy, financial impact, efficiencies as a result of rule and reason code reductions.
Communicated with regions to sell in marketing plan and integrate their country value propositions.
Enterprise Risk and Compliance Developed complex Key Messaging strategy and framework for supporting Visa's security pillars; developed PowerPoint for PCI outreach and education.
Selected by Visa Corporate Communications to liaison and facilitate between all stakeholders.
US Y2K Project Office Developed and directed the Year 2000 Issuer Market Readiness Initiative to ensure Y2K due diligence of the top 25 Issuers and 8 Processors representing 90% of the US domestic card volume.
Federal Financial Institution Examination Council (FFIEC) requirements for Year 2000 industry conversion were supported and integrated: Awareness, Assessment, Remediation, Testing, Implementation and Contingency.
Developed "10 Step Issuer Market Readiness Program".
Communications Management, Media Relations, Publications, Member Support, Trade Shows/Events, Advertising, and Employee Communication and Website.
Conceived and developed Issuer /Cardholder Toolbox.
Clinton White House Liaison.
Client References upon Request.
MA : Leadership, 2009St. Mary's College - Moraga, CaliforniaLeadership
BA : Management, 1987St. Mary's College - Moraga, CaliforniaManagement