Finance, Human Resources & Customer Success

Tara Leonard – Financial Controller

  • Financial services professional with over 20 years of experience. Organized and efficient, Tara leads all financial operations, implementing processes and procedures, and ensuring budgets are maintained within parameters at Nephōsec.
  • Avid about numbers, and utilizes her sharp problem solving and critical thinking skills to quickly drive financial results.

Nationwide Bank Corp

  • Branch Supervisor
    •  Coordinate with internal auditors to complete branch audits. Implemented systems to ensure that all needed information was gathered and filed accurately
    • Reviewed and corrected general ledgers and processed changes to customer accounts as efficiently as possible to maintain strong customer support
    • Conducted training sessions for tellers and customer service representatives to empower them to provide an excellent customer experience. Coached staff on cross-sale techniques to help them reach professional goals
    • Oversaw equipment ordering and updates, carefully managed budget to remain within parameters
    • Developed monthly cross-selling challenges and branch events that highlighted a specific product to drive business and motivate team members

Sr Bank Analyst

    • Provided expertise on Individual Retirement Accounts (IRAs) to respond to customer questions
    • Identified the need to create standard guidelines for the creation of specialty accounts and worked with the legal department to draft appropriate documentation and trained staff on the new process
    • Researched accounts in review and specialty accounts to provide assistance and process exceptions as needed
    • Provided support and compassion while working with families to process deceased accounts 

Maureen Bucher – Customer Success & Human Resources

  • Application profiling in preparation for transformation and cloud management.

General Electric

  • ITIL Process Integration Specialist
    • Process Leader – Problem Management
      • Revitalized Problem Management Process by driving a cross functional, multi-business team to develop a common Problem Management process
    • Change Management 
      • Defined Requirements for successful implementation of a Change Management Data Warehouse with linkages to other processes and Configuration Management
      • Defined metrics and created Change Management dashboards to measure timeliness and first time right
      • Integrated Application, Database, and Telepresence Services into the standard Change Management process
      • Worked with B2B team to deliver Change Management integrated solutions to two businesses ITIL Processes
    • Functional Compliance Champion
      • Compliance Lead for ITIL Process Tool Conversion and Integrations
      • Ensure ITIL processes meet requirements for Export Control, ITCF Controls (including SOx), SOC2,Critical Systems, Data Privacy, Disaster Recovery, Business Continuity and Commercial Cloud
    • Project Process Leader
      • Migrated Project (NxI) process to Standard ITIL Process Tool (Kintana to ServiceNow).
      • Led development of framework that would easily support multiple businesses within the tool
      • Working with functional teams to provide an Application Onboarding and Proof of Concept workflows within the ServiceNow Project Module
    • Cross Process Projects 
      • Internal Cloud
      • Role Base Access in CMDB and Data Warehouse
      • Compute outsourcing Restructure
      • TSG Master Project Integration into Standard ITIL Design Processes
    • EHS Function
      • EHS Training Element Owner driving 100% training completion
      • EHS Housekeeping Inspector
  • Six Sigma Black Belt
    • Compute Black Belt
      • Created Service Level Goals around Scheduled Availability, Change, Problem Help Desk, Request for Service, Asset Management, CM/DR, and Outsourced Services
      • Create Service Level Agreements for Remote Management outsourced vendor
      • Midrange Functional Leader for Service Management Tool Integration

Certifications

  • ITIL Foundation Certification
  • Six Sigma Black Belt