Rebecca Woods

PMO on a large scale transformation Programme for a Governement contract.

• Analysed performance metrics, identifying areas for improvement in future projects.
• Ensured quality control with rigorous testing methods.
• Streamlined project workflow by implementing efficient management strategies. For example, the use of workflow approvals for documentation. The use of forms for submitting regular PMO queries and requests.
• Supported senior management in strategic decision-making with comprehensive data analysis and insights from past projects.
• Monitored risks proactively; mitigated potential issues before they could impact the projects.
• Communicated progress updates regularly to all relevant parties involved in the project.
• Used monthly estimates vs actuals data to keep project financials on track.
• Deployed Business Transformation Frameworks and respective methodologies and instilled project disciplines within projects and wider team.
• Implemented program and project governance standards for project deliverables.

• Utilised Fresh Service to map out project timescales and deadlines.
• Managed project budgets in excess of £300,000.
• Established and outlined project strategy, keeping staff aligned on common goals.
• Minimised data vulnerabilities by applying best practice security controls to PowerBI and SQL Server.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Developed plans and strategies to promote continuous improvement.

• Applied project management methodologies to drive and deliver over 96 projects.
• Capacity to work on 20 projects consecutively (under 50 man days).
• Delivered on projects' key objectives with agreed budgets, timelines and standards.
• Maintained project schedules by managing deadlines and adjusting workflows to suit.
• Enhanced project transparency and accountability with rigorous evaluation and record-keeping.
• Maximised communication and transparency between clients, internal departments and stakeholders.
• Adhered to project governance cadence and escalation routes.
• Presented proposed solutions to stakeholders and governance teams for approval.
• Communicated project progress and challenges to stakeholders for decision-making purposes.
• Implemented change control processes, minimising scope creep and cost overruns.
• Used project management tools and techniques for positive, successful outcomes.
• Built and nurtured professional relationships with wide range of stakeholders.
• Documented appropriate project plans and controls in line with change lifecycle.
• Managed RAID successfully, governing milestones and noting adherence in line with project plans.

• Improved business direction by prioritizing customers and implementing changes based on collected feedback.
• Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organisational leadership.
• Processed financial documents including contracts, expense reports and invoices.
• Verified documents and associated records to catch and resolve discrepancies.
• Improved productivity initiatives, including coordinating itinerary and scheduling appointments.
• Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
• Created databases and spreadsheets to improve inventory management and reporting accuracy.
• Streamlined operations by organising files and documents to implement improved workflow and organisation.
• Wrote reports and correspondence from dictation and handwritten notes.
• Automated office operations, managed client correspondence and supervised data communications.
• Typed and submitted diverse documentation for financial products, including correspondence, memos, drafts and emails.
• Managed business application process for up to 20 new applications monthly.
• Provided full administrative support to 2 senior partners.
• Inputted Pension, ISA, Unit Trust, SIPP, protection and general insurance applications in line with relevant requirements and supporting documentation.
• Scrutinised acceptance terms and policy offers proposed by insurers and ledgers and ensured they were received within agreed timescales.
• Maintained up-to-date understanding of financial products and developments to offer best possible customer advice.

• Reduced average time between mortgage application and formal offer by 50% by chasing lenders.
• Analysed clients' existing protection covers and mortgages to assess their needs and devise bespoke suitability reports.
• Facilitated smooth mortgage application process by maintaining regular contact with clients, lenders and solicitors.
• Provided full administrative support to 3 senior brokers for 4 years.
• Ensured all documentation was submitted correctly and compliant with FCA Legislation.
• Proactively processed and supported up to 15 mortgage applications per month from initial contact through to completion.
• Inputted mortgage, protection and general insurance applications in line with relevant requirements and supporting documentation.
• Provided additional advice and guidance on and related financial products, including buildings cover and life insurance.
• Maintained up-to-date understanding of market trends and developments to offer best possible customer advice.
• Built outstanding relationships with clients through bespoke care and advice, communicated clearly and effectively.
• Maintained up to date knowledge on mortgage market trends to develop robust business development strategies and enable accurate revenue forecasting.