Jamie Flynn

Consultant for Client - Offit Kurman, Attorneys at Law

• Lead coordination of governance processes for the maintenance, protection, retention, and disposition of records, ensuring compliance with legal and business requirements.
• Streamlined record management processes to enhance document retrieval efficiency.
• Drove implementation and adherence to firm policies, regulatory requirements, and industry best practices.
• Coordinated data entry and validation to ensure accurate and up-to-date records.
• Trained team members on best practices for maintaining confidential information security.
• Developed and implemented filing systems that improved organization and accessibility of records.
• Monitored compliance with regulatory requirements in record-keeping procedures.
• Led initiatives to digitize physical records, reducing storage costs and improving accessibility.
• Reviewed and updated policies related to data retention and archival processes for efficiency improvement.
• Collaborated with cross-functional teams to identify areas for process enhancements in record management workflows.
• Reduced storage costs by identifying opportunities for consolidation and disposing of obsolete records according to company guidelines.
• Provided excellent customer service when responding to internal and external requests for information or record access.
• Supported digital transformation initiatives by participating in the transition from paper-based to electronic recordkeeping systems.
• Oversaw inventory control processes related to offsite storage facilities, maintaining accurate tracking logs until final disposition of archived materials.
• Collaborated with team members on projects requiring extensive research and documentation, ensuring timely completion of tasks.
• Maintained the accuracy of records by conducting regular audits and updating database entries accordingly.
• Managed multiple competing priorities effectively, ensuring high-quality work while meeting deadlines consistently within a fast-paced environment.
• Facilitated cross-functional collaboration by serving as a liaison between departments regarding records-related inquiries or issues.
• Led workshops on effective record-keeping practices tailored towards specific departmental needs and industry regulations.
• Implemented a user-friendly electronic document management system, resulting in reduced paper usage and faster access to information for staff members.
• Improved records management by implementing an efficient filing system for easy access and retrieval.
• Identified areas for improvement within existing workflows resulting in increased productivity through process streamlining.
• Conducted thorough risk assessments of records storage locations, ensuring appropriate measures were taken to safeguard against damage or loss.
• Assisted in the development of a comprehensive records retention schedule, aligning with legal requirements and organizational needs.
• Streamlined records retrieval process, reducing wait times for clients and colleagues needing essential documents.
• Developed customized reports using advanced database tools, providing valuable insights into departmental performance metrics.
• Contributed to improved compliance by assisting in developing policies addressing privacy concerns related to records management.
• Enhanced data security through strict adherence to company policies and best practices in handling sensitive information.
• Created detailed user manuals for software applications used within the organization''s record-keeping processes, increasing staff proficiency levels.
• Trained new employees on proper procedures for managing physical and electronic records, fostering efficiency and productivity within the team.
• Assisted with typing, data entry, and answering incoming calls as required.
• Provided excellent customer care by responding to inquiries and requests for information.
• Maintained accuracy of records by verifying accuracy of data in records.
• Updated records with new information.
• Followed established policies and procedures to maintain compliance with regulations.
• Followed confidentially regulations to maintain privacy.
• Transferred inactive records to storage to free up space and preserve history.
• Created and maintained electronic filing system for quick and easy retrieval of records.
• Assisted with record management system implementation and maintenance to streamline operations.
• Utilized document imaging software to index, store and retrieve records.
• Generated reports from database systems to track records.
• Sorted all paperwork and documents alphabetically and according to dates and significance.
• Provided training to new records clerks to improve knowledge and skills.
• Destroyed records in line with retention schedules to protect confidential information and comply with regulations.
• Developed efficient filing system to retrieve records quickly.
• Compiled, sorted and filed high volume of documents.
• Maintained organized filing system to facilitate easy retrieval of documents.
• Added and updated records with current materials.
• Operated office equipment to scan and copy documents.
• Oversaw and evaluated onboarding and offboarding of attorney and client matter data/file transfers, ensuring accuracy, security, and use of compliant platforms.
• Partnered with third-party vendor to design and implement data migration strategies for transition to a new repository platform.
• Created and printed labels for well-organized filing.
• Retrieved file information and made copies for authorized users.
• Archived and disposed of documents according to established policies.
• Followed up with staff and customers by phone and email regarding missing or needed information and compiled retrieved information into files.
• Cleaned up files regularly by removing outdated information for archival or disposal.
• Classified documents according to specified guidelines.
• Tracked file removals and coordinated on-time returns.
• Identified and resolved filing discrepancies.
• Followed security protocols to protect sensitive and proprietary information.
• Created reports, correspondence and spreadsheets with Microsoft Office programs.
• Classified files based on source, type or other details.
• Improved physical and digital filing systems with enhancements to organizational strategies.
• Processed payments, issued receipts and updates invoices to assist with financial recordkeeping.
• Managed incoming and outgoing mail for [Type] team.
• Processed correspondence, conducted post office pick-ups and distributed mail to appropriate parties.
• Maintained strict data accuracy standards via multiple reviews of [Type] files for presentation to manager.
• Led cross-functional teams to develop and implement mobility solutions for diverse client needs.
• Analyzed client requirements to design customized mobility strategies improving user experience and operational efficiency.
• Mentored junior consultants, enhancing their understanding of mobility technologies and best practices.
• Collaborated with stakeholders to align mobility projects with organizational goals, ensuring timely delivery of solutions.
• Evaluated emerging mobility trends and tools, advising clients on innovative approaches to enhance service offerings.
• Developed comprehensive training programs for clients, facilitating smooth transitions to new mobility systems and processes.
• Conducted regular assessments of implemented solutions, driving continuous improvement in service delivery and client satisfaction.
• Established key performance indicators for project success, maintaining accountability throughout the lifecycle of mobility initiatives.
• Improved client retention rates by consistently exceeding expectations in delivering exceptional service throughout the entire relocation process.
• Maintained up-to-date knowledge of industry trends, ensuring the delivery of cutting-edge mobility solutions for clients.
• Negotiated favorable contracts with service providers, reducing overall costs for clients without compromising quality.
• Championed corporate social responsibility activities within the organization, fostering a positive reputation among clients and stakeholders.
• Played an instrumental role in expanding the consultancy''s client base by participating in business development activities, ultimately contributing to the company''s overall growth.
• Mentored junior consultants, sharing knowledge and expertise to foster professional growth within the team.
• Delivered informative presentations on mobility trends and best practices at industry conferences and events.
• Coordinated global tax and compensation planning efforts, minimizing financial risks associated with employee relocations.
• Managed complex international assignments, coordinating all aspects of employee relocations to ensure smooth transitions.
• Streamlined relocation processes for improved efficiency and cost-effectiveness in serving clients.
• Conducted thorough assessments of client needs to determine the most appropriate mobility solutions for their specific situations.
• Handled challenging issues related to cross-cultural integration by developing targeted training programs for relocated employees and their families.
• Provided expert guidance on global immigration regulations, assisting clients in maintaining compliance during international relocations.
• Enhanced client satisfaction by providing seamless mobility solutions tailored to individual needs.
• Implemented innovative technologies that enhanced communication and streamlined project management processes among stakeholders involved in employee relocations.
• Developed customized mobility policies that aligned with company objectives and industry best practices.
• Established lasting partnerships with vendors, ensuring high-quality services for relocation projects.
• Resolved potential conflicts between relocating employees and host communities by initiating proactive cultural awareness programs.
• Spearheaded initiatives aimed at improving internal processes that led to increased operational efficiencies within the consultancy firm.
• Collaborated with HR departments to develop effective strategies for attracting and retaining top talent through comprehensive mobility programs.
• Evaluated current processes to develop improvement plans.
• Gathered, documented, and modeled data to assess business trends.
• Produced detailed and relevant reports for use in making business decisions.
• Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
• Reviewed internal systems and organized training plans to address areas in need of improvement.
• Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
• Conducted thorough reviews of operations to devise and deploy improvement strategies.
• Restructured procedures through coordination with compliance director to create and execute projects.
• Leveraged on-site observation and personal interviews to identify team and individual strengths.
• Recommended [Type] operational improvements based on tracking and analysis of [Type] data.

• Managed daily user inquiries both in-office and remotely, ensuring prompt and effective support.
• Oversaw various records and data platforms, supporting accuracy and compliance with corporate document retention policies.
• Created, classified, and maintained hard copy files in RecFind to facilitate efficient information retrieval.
• Aided offsite staff with platform-related issues, including iManage, SharePoint, and bulk file transfer systems, providing solutions and training as needed.
• Contributed to special projects, enhancing operational efficiency, and supporting organizational goals.

Contract with CH2M Hill BWXT West Valley, LLC and Department of Energy

• 2M Reviewed official records across all business units, analyzed current practices, and delivered requirements for digitizing records per NARA mandates.
• Developed and implemented strategies to enhance information management processes.
• Led cross-functional teams to improve project outcomes and ensure adherence to timelines.
• Streamlined data collection and analysis methods, increasing efficiency of reporting systems.
• Mentored junior staff on best practices in information handling and project execution.
• Conducted training sessions on new tools and technologies for improved operational effectiveness.
• Analyzed complex data sets to drive informed decision-making across departments.
• Collaborated with stakeholders to define project scopes and deliverables effectively.
• Evaluated existing workflows, identifying areas for improvement and implementing necessary changes.
• Followed all company policies and procedures to deliver quality work.
• Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
• Collaborated with cross-functional teams to achieve project goals on time and within budget.
• Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
• Championed the adoption of new software tools that streamlined workflows across multiple departments.
• Negotiated with suppliers to reduce material costs, improving profit margins.
• Designed employee recognition program that improved morale and reduced turnover.
• Improved team collaboration by initiating regular strategy meetings.
• Implemented customer feedback system to inform product development.
• Conducted comprehensive competitor analysis to inform strategic decisions.
• Led cross-functional team to launch new product, exceeding initial sales forecasts.
• Streamlined project delivery processes, reducing completion times significantly.
• Developed training materials to enhance staff proficiency and productivity.
• Conducted in-depth market research for identifying new business opportunities.
• Increased efficiency by automating routine tasks with software solutions.
• Initiated sustainability program, reducing company's environmental impact.
• Enhanced customer satisfaction with timely and accurate issue resolution.
• Facilitated workshops for professional development of junior staff members.
• Analyzed sales data to identify trends and adjust marketing strategies accordingly.
• Optimized inventory management, minimizing waste and reducing costs.
• Boosted company's online presence by developing comprehensive digital marketing strategy.
• Assisted in developing strategic plan that aligned with long-term company goals.
• Restructured customer service process, ensuring quicker response times.
• Coordinated with IT department to upgrade cybersecurity measures, safeguarding company data.
• Led quality assurance efforts, maintaining high standards for all products and services.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Gathered, organized and input information into digital database.
• Collected, arranged, and input information into database system.
• Evaluated customer needs and feedback to drive product and service improvements.
• Generated reports detailing findings and recommendations.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Maintained database systems to track and analyze operational data.
• Conducted regular reviews of operations and identified areas for improvement.
• Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
• Developed effective improvement plans in alignment with goals and specifications.
• Created and managed project plans, timelines and budgets.
• Devised and implemented processes and procedures to streamline operations.
• Educated staff on organizational mission and goals to help employees achieve success.
• Conducted a comprehensive analysis of existing record management practices.
• Assessed technological alternatives for converting hard copy records to digital formats.
• Developed strategies for digitizing outdated media types, including Microfilm, Large-scale engineering schematics, Photographs, Videotapes.
• Evaluated staff performance and provided coaching to address inefficiencies.
• Frequently inspected production area to verify proper equipment operation.
• Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
• Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
• Supported creation of detailed, technical financial models to value potential acquisition targets.
• Observed packing operations to verify conformance to specifications.
• Developed and implemented efficient records management processes to enhance data retrieval and compliance.
• Evaluated existing records systems, identifying areas for improvement to streamline operations.
• Led training sessions for staff on best practices in records management and regulatory requirements.
• Collaborated with cross-functional teams to ensure accurate documentation and retention policies were upheld.
• Conducted audits of records management practices, ensuring alignment with industry standards and regulations.
• Designed user-friendly templates and guidelines to standardize record-keeping procedures across departments.
• Advised clients on strategic planning for records retention schedules and digital transformation initiatives.
• Monitored changes in legislation impacting records management, adjusting policies accordingly to maintain compliance.
• Collaborated with cross-functional teams to create cohesive records management strategies across departments.
• Implemented robust data protection measures, safeguarding sensitive information from unauthorized access or loss.
• Enhanced compliance with industry regulations by conducting regular audits of records management practices.
• Ensured the highest levels of customer satisfaction by addressing concerns promptly and demonstrating a commitment to continuous improvement in records management practices.
• Coordinated the timely destruction of obsolete records according to established retention schedules and regulatory guidelines, maintaining a clutter-free environment for efficient operations.
• Streamlined workflow processes by automating time-consuming manual tasks related to records maintenance and updating.
• Assisted clients in transitioning from paper-based to electronic record-keeping systems for increased accessibility and security.
• Established guidelines for consistent metadata tagging, enabling more effective search capabilities within electronic databases.
• Evaluated existing records management processes, recommending improvements to enhance efficiency and accuracy.
• Actively participated in professional organizations focused on advancements in records management technology and methodology, staying current on industry trends and innovations.
• Developed and maintained comprehensive documentation of records management policies and procedures, ensuring consistency across all client engagements.
• Designed customized filing systems tailored to client needs, facilitating easier navigation and access to essential documents.
• Reduced operational costs through the optimization of storage solutions and elimination of redundant record-keeping practices.
• Led workshops and seminars on best practices in records management, educating professionals in various industries on effective document control techniques.
• Fostered strong relationships with stakeholders at all levels of client organizations through clear communication and timely delivery of project milestones.
• Improved records management efficiency by implementing digital archiving systems and processes.
• Developed comprehensive records retention schedules for streamlined document storage and retrieval.
• Conducted thorough risk assessments for potential vulnerabilities in records management infrastructure, addressing any identified issues promptly.
• Trained staff on proper record handling procedures, ensuring adherence to company policies and legal requirements.
• Provided ongoing support for clients during system updates or troubleshooting efforts, ensuring minimal disruption to daily operations.
• Managed file archival and information retrievals.
• Transmitted documents, organized revisions and tracked changes.
• Provided assistance with inbound and outbound document processes, document sorting, logging, and work order creation.
• Managed regulatory requirements and audit support needs by completing and submitting accurate paperwork.
• Prepared documents for projects in accordance with project manager, team, or client specifications.
• Identified areas of weakness and recommended or implemented process improvements.
• Maintained organized and efficient document flows by using excellent planning and multitasking skills.
• Worked with internal team members to remedy issues with preemptive solutions.
• Converted documents from one application to another.
• Compared incoming data against quality, integrity and accuracy expectations, identified faults and affected timely remedies.
• Manipulated and converted documents to meet needs of individual personnel or projects.
• Collaborated across departments and levels of management to gain consensus on procedural documentation.
• Promoted efficient document processing by maintaining orderly and clean control room.
• Performed document reproduction, printing documents from electronic sources such as email attachments, PDF files and cloud storage.
• Reviewed document management protocols and user activities against internal records policies and document management standards.
• Created and maintained user accounts and properly routed documents for approval and training.
• Established, improved and reinforced document management systems to handle current and expected requirements.
• Worked with internal staff to process documents and sent for closing.
• Strengthened system efficiency by identifying lagging operational processes and implementing optimal solutions.
• Carried out in-depth needs assessments to determine document management requirements at department and individual user levels.
• Assisted with document troubleshooting and recovery of corrupt documents and files.
• Utilized [Software] to scan and clean up project documents.
• Contributed to design and implementation of overall corporate documentation standards, numbering conventions and templates.
• Maintained legally compliant, highly secure and user-friendly content to facilitate smooth use by internal and external stakeholders.
• Oversaw creation, routing and data input of bills of materials, ECOs, ECRs and ISO documents.
• Assisted in continuous improvement activities while developing and maintaining resulting documents.
• Remained informed on current regulations, especially concerning research industry and document creation.
• Uploaded company procedures and policies to EDMS, routing for approval and training.
• Developed and edited template contracts with changes in company's service lines or new developments.
• Managed training courses, setup and maintenance for document control systems.
• Assessed impact of emerging technology and system upgrades on workflow.
• Supported end-user access requirements by establishing compliant systems and effective access policies.
• Gathered, reviewed and input [Area of expertise] reports each day using [Type] software.

Contract with Federal Reserve Bank of New York

• Reviewed and analyzed unstructured data across all business units to assess current practices.
• Collaborated with key stakeholders to deliver recommendations aligned with official Bank Records Retention Standards.
• Compiled comprehensive project requirements and documentation, securing project closure approval from senior management.

Contract with Johnson & Johnson

• Reviewed and restored stakeholders’ requirements in compliance with local regulatory standards for books and records, successfully reinstating lost data within Dynamics 365 and SharePoint.

Contract with Scotiabank, New York

• Reviewed existing Records & Information Management requirements, coordinated analysis of all rules, regulations, and laws applicable to the enterprise-wide Records & Information Management enterprise policy and delivered updated recommended requirements to Records and Information Management Senior Management.
• Managed customer inquiries to ensure timely and accurate resolutions.
• Analyzed financial data to identify trends and recommend actionable insights.
• Developed training materials to enhance team knowledge and performance.
• Collaborated with cross-functional teams to streamline operational processes.
• Implemented risk assessment protocols to improve compliance and security measures.
• Optimized reporting procedures to increase efficiency in data management.
• Mentored junior staff, fostering skill development and professional growth.
• Led project initiatives aimed at enhancing client satisfaction and retention strategies.
• Followed all company policies and procedures to deliver quality work.
• Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
• Collaborated with cross-functional teams to achieve project goals on time and within budget.
• Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
• Championed the adoption of new software tools that streamlined workflows across multiple departments.
• Negotiated with suppliers to reduce material costs, improving profit margins.
• Designed employee recognition program that improved morale and reduced turnover.
• Improved team collaboration by initiating regular strategy meetings.
• Implemented customer feedback system to inform product development.
• Conducted comprehensive competitor analysis to inform strategic decisions.
• Led cross-functional team to launch new product, exceeding initial sales forecasts.
• Streamlined project delivery processes, reducing completion times significantly.
• Developed training materials to enhance staff proficiency and productivity.
• Conducted in-depth market research for identifying new business opportunities.
• Increased efficiency by automating routine tasks with software solutions.
• Initiated sustainability program, reducing company's environmental impact.
• Enhanced customer satisfaction with timely and accurate issue resolution.
• Facilitated workshops for professional development of junior staff members.
• Optimized inventory management, minimizing waste and reducing costs.
• Boosted company's online presence by developing comprehensive digital marketing strategy.
• Assisted in developing strategic plan that aligned with long-term company goals.
• Restructured customer service process, ensuring quicker response times.
• Coordinated with IT department to upgrade cybersecurity measures, safeguarding company data.
• Led quality assurance efforts, maintaining high standards for all products and services.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Gathered, organized and input information into digital database.
• Collected, arranged, and input information into database system.
• Evaluated customer needs and feedback to drive product and service improvements.
• Generated reports detailing findings and recommendations.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Maintained database systems to track and analyze operational data.
• Conducted regular reviews of operations and identified areas for improvement.
• Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
• Developed effective improvement plans in alignment with goals and specifications.
• Created and managed project plans, timelines and budgets.
• Devised and implemented processes and procedures to streamline operations.
• Educated staff on organizational mission and goals to help employees achieve success.
• Evaluated staff performance and provided coaching to address inefficiencies.
• Frequently inspected production area to verify proper equipment operation.
• Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
• Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
• Supported creation of detailed, technical financial models to value potential acquisition targets.
• Observed packing operations to verify conformance to specifications.

Contract with Bank Leumi, USA

• Conducted an enterprise-wide review of existing requirements and recommendations were compiled for various stakeholders, including Compliance, Legal, and Senior Leadership.
• Recommendations created a strategic shift towards standardizing or replacing the individualized policies of various business lines with a more cohesive, unified policy framework.
• Developed and implemented process improvements to enhance operational efficiency.
• Led cross-functional teams to drive project initiatives and optimize workflows.
• Analyzed data trends to inform strategic decision-making and resource allocation.
• Mentored junior staff, fostering skill development and knowledge sharing within the team.
• Streamlined reporting processes, ensuring accuracy and timely delivery of information.
• Collaborated with stakeholders to define project requirements and deliverables effectively.
• Coordinated training sessions to enhance team capabilities and improve service quality.
• Managed vendor relationships, negotiating contracts to secure optimal terms for services provided.
• Analyzed sales data to identify trends and adjust marketing strategies accordingly.
• Followed all company policies and procedures to deliver quality work.
• Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
• Collaborated with cross-functional teams to achieve project goals on time and within budget.
• Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
• Championed the adoption of new software tools that streamlined workflows across multiple departments.
• Negotiated with suppliers to reduce material costs, improving profit margins.
• Designed employee recognition program that improved morale and reduced turnover.
• Improved team collaboration by initiating regular strategy meetings.
• Implemented customer feedback system to inform product development.
• Conducted comprehensive competitor analysis to inform strategic decisions.
• Led cross-functional team to launch new product, exceeding initial sales forecasts.
• Streamlined project delivery processes, reducing completion times significantly.
• Developed training materials to enhance staff proficiency and productivity.
• Conducted in-depth market research for identifying new business opportunities.
• Increased efficiency by automating routine tasks with software solutions.
• Initiated sustainability program, reducing company's environmental impact.
• Enhanced customer satisfaction with timely and accurate issue resolution.
• Facilitated workshops for professional development of junior staff members.
• Optimized inventory management, minimizing waste and reducing costs.
• Boosted company's online presence by developing comprehensive digital marketing strategy.
• Assisted in developing strategic plan that aligned with long-term company goals.
• Restructured customer service process, ensuring quicker response times.
• Coordinated with IT department to upgrade cybersecurity measures, safeguarding company data.
• Led quality assurance efforts, maintaining high standards for all products and services.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Gathered, organized and input information into digital database.
• Collected, arranged, and input information into database system.
• Evaluated customer needs and feedback to drive product and service improvements.
• Generated reports detailing findings and recommendations.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Maintained database systems to track and analyze operational data.
• Conducted regular reviews of operations and identified areas for improvement.
• Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
• Developed effective improvement plans in alignment with goals and specifications.
• Created and managed project plans, timelines and budgets.
• Devised and implemented processes and procedures to streamline operations.
• Educated staff on organizational mission and goals to help employees achieve success.
• Evaluated staff performance and provided coaching to address inefficiencies.
• Frequently inspected production area to verify proper equipment operation.
• Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
• Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
• Supported creation of detailed, technical financial models to value potential acquisition targets.
• Observed packing operations to verify conformance to specifications.

• Served as Client Coordination and Liaison served as the primary point of contact between hedge fund clients and internal teams.
• Coordinated internal staff and client project management prepared, managed, and delivered various reports while tracking project milestones, timelines, and client deliverables to ensure prompt completion.
• Managed legal documentation and database management in multiple databases (e.g., proprietary technology platform, SharePoint) ensuring sensitive documents were safely stored, updated, and accessible.
• Assisted clients in adhering to regulatory protocols and compliance requirements, ensured onboarding processes for clients with various investment banks are compliant with regulations.
• Administered training for internal and external users, plus provided ongoing support on the proprietary platform.

• Led a team of 5 junior analysts in testing data integrity for unstructured digital records.
• Implemented a consistent quality assurance process, ensuring the accuracy and completeness of all deliverables.
• Delivered weekly evaluated team performance, workstreams, and timelines, identifying areas for improved efficiency.
• Analyzed and presented key performance indicators (KPIs) to senior management, driving data-driven decision-making.

• Senior member of the team, supporting users across the banks’ Capital Markets in North America.
• Led onboarding process for employees on platforms managed by the Information Management Team.
• Guided and trained key business stakeholders in governance & complaint best practices with policy and procedures on platforms such as iManage, Salesforce, SharePoint.
• Maintained hard copy files and registration in RecFind platform per corporate document retention policies.