Completed Projects
Through working as a Product Manager, Consultant, Business Analyst, Data Analyst, and User Researcher, I have worn many hats in my professional career and learned from each of these roles. The highlighted projects below exemplify the wide range of initiatives completed throughout my eight years of experience in financial services.
Customer Rating & Reviews
Product Manager
Developed the product roadmap and vision, prioritized features, and oversaw vendor relationships for GEICO’s online customer ratings and reviews, cutting annual vendor spend by $104K
Knowledge Article User Research
Senior Business Analyst (UX Researcher)
Conducted a card sort analyzing the reorganization of knowledge management articles on the company’s website to improve navigation and ease the process of locating information
Vendor Management Restructure
Senior Business Analyst
Oversaw organizational vendor management restructure and provided a future state roadmap for process enhancements and recommended system usage. This project also entailed conducting discovery sessions with technical stakeholders and users to create detailed business requirements and drive design enhancements
Testing Report & Dashboard Buildout
Senior Consultant
Managed a workstream developing testing reports and dashboards for tracking system implementation progress. Testing efforts covered in the reporting included: end-to-end functional testing, regression testing, systems and performance testing, and controls testing
Disputes & Chargebacks Project Mgmt.
Senior Consultant
Facilitated governance routines with upper management to optimize project visibility, highlight key risks, and collaborate on mitigation activities for a disputes and chargebacks system implementation project. I also oversaw the financials, invoicing, and forecasting for this ~$3.5 million project
Customer Service Dashboard Buildout
Senior Consultant
Created a reporting dashboard to identify and highlight key customer servicing trends, metrics, and measures to help prioritize this client’s areas of improvement. I also identified and resolved numerous data quality issues and implemented system changes to improve data and reporting capabilities
