Susan Marcoccia

Business Execution Consultant @Independent Consultant

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2023 — Present

Business Execution Consultant @Independent Consultant

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WELLS FARGO/contract Program Lead, Enterprise Change Management 11/2023-PresentStrategic roadmap planning for change lifecycle, key systems, process mapping, and project leadership to deliver targeted initiatives, optimize tools, manage risk and change across business functions. Successfully delivered Tier 1 system implementation of Enterprise Change Platform and process, reducing operating cost by $4M. Strategic Planning Consultant 7/2023-10/2023Supported small business clients to transform operations by designing scalable, lean solutions across functions to increase strategic alignment, business value, cost efficiencies, and organizational performance. Focus Areas: Change Management, Roadmap Planning, Program Management/PMO, Agile Delivery, Continuous Improvement, Process Design and Operational Excellence.

EDUCATION

N/A

Treasury Management Certification

TPC

N/A

University of North Carolina at Charlotte

Six Sigma certification

N/A

Western Michigan University

Bachelor's degree, Finance and IT

N/A

NASD

NASD Securities, Series 6, 63, 7

SKILLS

Executive ManagementOperations ManagementFinancial ServicesCrmTddProduct ManagementMergersTechnology ManagementTeam LeadershipProcess EngineeringBusiness AnalysisSix SigmaMortgageProduct InnovationRetailCustomer RelationsRelationship ManagementChange ManagementFinanceLeadershipProgram ManagementBusiness Process ImprovementBankingRisk ManagementStrategyE-CommerceTrainingProcess ImprovementWholesale BankingProject ManagementCall CenterStrategic PlanningMergers & AcquisitionsManagement ConsultingCustomer ServiceCross-Functional Team LeadershipBusiness ProcessAnalysisRetail BankingBusiness Strategy

ABOUT SUSAN MARCOCCIA

Accomplished Digital Product, Process and Operations leader creating innovative solutions with advanced technologies and data-based insight to maximize performance. Delivery of modern operating models to drive growth, efficiencies, and insight to deliver continuous improvement and ROI. Technology advocate with a bias for action, high-quality decision-making, and powerful communication that makes sense to business and IT stakeholders.PROFESSIONAL SKILLS: Strategic Planning I Digital Transformation I Roadmap Creation I Product Management I Program Management I Technology Advancement I Transformation I Operating Performance I KPIs I Leadership I Team Building I Customer Experience I UX UI I Process Design I E-commerce I B2B I B2C I Continuous Improvement I Financial Management Systems & Tools: SaaS I CRM I APIs I Robotic Processing RPA I AI I Salesforce I MS Office suite Contact me directly at s••••••••@gmail.com

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Susan Marcoccia — Business Execution Consultant at Independent Consultant in Charlotte, NC, US | Unifers