Lad D. Full Client Portfolio
Professional Summary:
Experienced process improvement consultant seeking strategic consulting or program management role, where I can leverage 20+ years of experience to drive results and complete key initiatives. Desire to leverage professional and interpersonal skills and core strengths of relationship development, networking, organization, problem-solving, strategic analysis, stakeholder communication, project management, and presentation.
He’s managed complex projects and clients in multiple industries and sold solutions at every level.
CONSULTING EXPERIENCE
Cross Country Mortgage
SalesForce / CRM Admin and Development Team
- Conducting process improvement analysis of CRM Admin/Dev team, with focus on improving service delivery, internal efficiency, and relationships with other departments
- Created interview guide, interviewed team members to learn all aspects of team, processes
- Developed, presented a fact-finding Mid-Point deck that was well received by the sponsor
- Segregated Process improvement opportunities for CRM Team into three strategic categories:
- Delivery Speed / Throughput
- Transparency / Communications
- Team Performance (People/Process/Technology)
- Creating action item list, priority planning to address team’s concerns
- Presenting findings to team, assembling task forces to execute re-organization and re-design
IT Infrastructure / RPA Initiatives
- Reviewing RPA Initiatives, prioritization, and rollout
- Supporting VP, Infrastructure in streamlining RPA rollout, expanding automation opportunities
NiSource Inc.
Project: Account Transformation; Facilities Transformation
- Managing transition, communication, training, and Knowledge Transfer efforts of NiSource Next – a program including a Voluntary Separation Program and large scale org transformation
- Led sold transitional efforts on behalf of CAO – org strategy, knowledge transfer, work-shadowing, process mapping, staffing, hiring, recruiting (Savings – $1.5MM/yr)
- Transformed department to Shared Services / Center of Excellence model
- Managed, navigated recruiting process that hired/transferred 20 Accounting professionals
- Implemented governance model to manage CI initiatives, created Accounting-specific training plan incorporating online and instructor-led training
- Led brainstorming sessions to balance workloads, identify process owners
- Built stakeholder communication plan and “selling” deck to inform the company of the future state
- Led planning of department mergers and exploration of outsourcing opportunities. Pain points included inadequate technology, lack of data for 400+ buildings, and retiring workforce
- Built business case, current/future state org charts, job descriptions, and plans for communication, knowledge transfer, and employee transition.
- Created enterprise road maps for SVP to identify major company initiatives
- Led OCM Planning, kicked off projects related to equipment data tracking, management
Wells Fargo Capital Finance
Project: Strategic Banking Manager (Banking)
- Drove, sold key initiatives, business cases for a banking client, including:
- Commercial Services Standardization – Managed consolidation, standardization of two factoring lines of business by merging, improving technology
- Reconciled policies, procedures, processes, personnel of multiple depts to standardize 2 lines of business
- Labor Models – Analyzed multi-year staffing levels, created business cases
- ABL Deal System Transfer – Drove multi-phase initiative to move ABL clients to the new system
- Lockbox Consolidation – Managed 2-year project consolidating unaffiliated lockboxes
- Legal Entity Rationalization (Living Will) – Closed 4 legal entities overseas, merged 2 others