Beth Grzenda
Lincoln University
Summary
- Dynamic and results-driven professional with extensive experience in Business Analysis and Project Management
- Motivated self-starter and effective leader, known for strong analytical and problem-solving skills
- Proven ability to communicate effectively and build relationships across diverse areas including Business, Product, Technology, and Operations, while engaging with various management levels
- Highly adaptable and skilled at managing multiple responsibilities with minimal oversight in fast-paced environments
Overview
31
31
years of professional experience
Work History
Project Manager, U.S. Wealth Management
JPMorgan & Chase
12.2019 - Current
- Manage business driven large scale, complex projects impacting U.S. Wealth Management working with Business, Technology, Operations, Product Owners, Legal, Risk, and Compliance
- Projects included implementing Strategic Householding, Centralized Paperless Preferences and Advisor Leads
- Responsible for various aspects of the projects including defining business requirements, process flows and operating models; analyzing and presenting complex data; managing issues and risks; and communicating status to project stakeholders
- Requires strong analytical, problem-solving, communication and project management skills across end-to-end processes.
Project Manager, Asset and Wealth Management
JPMorgan Chase & Co.
02.2017 - 12.2019
- Managed regulatory and business driven projects impacting Asset and Wealth Management
- Partnered with Business, Technology, Operations, Product Owners, Legal, Risk, and Compliance to implement large scale complex projects
- Projects included Regulation Best Interest, IPB Product Risk Ranking, IPB New Economic Model and US Fee Transparency
- Responsible for various aspects of the projects including defining business requirements, process flows and operating models; analyzing and presenting complex data; managing issues, risks and action plans; and communicating status to project stakeholders
- Requires strong analytical, problem-solving, communication and project management skills across end-to-end processes
Data and Reporting Analyst, Global Financial Crimes Compliance
JPMorgan Chase & Co.
02.2015 - 01.2017
- Managed projects impacting GFCC Investigations Analytics and Reporting Team including implementation of reporting infrastructure for new case management system, ongoing system enhancements and Risk Based Sampling
- Developed and delivered Operations and Management reporting for key risk and performance indicators across GFCC Investigations
- Responsible for data analysis, defining requirements, report development and validation
- Required analytical and problem-solving skills, data analysis and report development.
Project Manager, Corporate Investment Bank Operations
JPMorgan Chase & Co.
03.2012 - 02.2015
- Managed regulatory projects impacting Client and Account Reference Data
- Projects included Legal Entity Identifier to support Dodd Frank/EMIR requirements
- Responsible for all aspects of the project including defining requirements, compiling and analyzing reference data, remediating reference data, testing enhancements and implementing new operating model while managing issues and risks and communicating status to project stakeholders
- Required strong communication, partnership, data analysis and problem-solving skills.
Project/Program Manager, Private Bank Technology
JPMorgan Chase & Co.
04.2011 - 03.2012
- Managed multiple projects impacting Private Bank Finance including business enhancement and merger integration projects
- Projects included Strategic Organization Hierarchy, Private Wealth Management Integration and various enhancements requested by the business or required to support upstream changes
- Responsible for managing project timelines, scope, issues and risks and communicating status to project stakeholders and management during all phases of the project.
Senior Business Analyst, Private Bank Technology
JPMorgan Chase & Co.
04.2006 - 03.2011
- Implemented Private Bank Finance MIS suite of applications to report on Flows and Revenue and Assets which included a data warehouse/mart, transformation logic, two user interface applications, and Business Objects reporting
- Responsible for all phases of the project lifecycle including eliciting business requirements, documenting functional specifications, reviewing design, performing testing, implementation, and post implementation support
- Required strong communication and analytical skills and analysis of client, product, and financial data across multiple sources
Business Analyst, Corporate Technology
JPMorgan Chase & Co.
07.2003 - 03.2006
- Supported Human Resources Web applications including: Back-up Child Care, insideHR, My Rewards at Work, and Deferred Compensation Program
- Projects included site conversion to third party vendor
- Responsibilities included resolving production issues, data analysis, managing all phases of site enhancements, and providing client service to the HR clients.
Business Analyst/Project Manager, Private Banking Operations
JPMorgan Chase & Co.
10.1996 - 06.2003
- Provided business analysis and project management on several key projects including ACE fee system conversion, Six Sigma projects and process improvements, and merger integration projects
- Managed MIS reporting for Fee Billing.
Treasury Specialist
Remington Arms Company, Inc.
09.1993 - 05.1996
- Provided daily cash management responsibilities, letter of credit and bank account administration
Education
Bachelor of Science - Business Administration
University of Delaware
Newark, DESkills
- Problem Solving
- Functional & Business Requirements
- Cross-Functional Collaboration
- Team Leadership
- Stakeholder Management
- Project Management
- Communication & Influencing Skills
- Data Analysis
Timeline
Project Manager, U.S. Wealth Management
JPMorgan & Chase
12.2019 - Current
Project Manager, Asset and Wealth Management
JPMorgan Chase & Co.
02.2017 - 12.2019
Data and Reporting Analyst, Global Financial Crimes Compliance
JPMorgan Chase & Co.
02.2015 - 01.2017
Project Manager, Corporate Investment Bank Operations
JPMorgan Chase & Co.
03.2012 - 02.2015
Project/Program Manager, Private Bank Technology
JPMorgan Chase & Co.
04.2011 - 03.2012
Senior Business Analyst, Private Bank Technology
JPMorgan Chase & Co.
04.2006 - 03.2011
Business Analyst, Corporate Technology
JPMorgan Chase & Co.
07.2003 - 03.2006
Business Analyst/Project Manager, Private Banking Operations
JPMorgan Chase & Co.
10.1996 - 06.2003
Treasury Specialist
Remington Arms Company, Inc.
09.1993 - 05.1996
Bachelor of Science - Business Administration
University of Delaware
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