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Lead Associate Principal | the Options Clearing Corporation (OCC)
Location
9111 Cypress Waters Blvd, Coppell, TX
Link
Role
EPMO Program Controls Analyst, EPMO Governance, Project Controls Specialist
Date
Jan 2023 - Current
Selected Impact & Key Achievements
• Led a Six Sigma Green Belt evaluation and redesign of the Project Change Controls process, reducing cycle time by X weeks (% reduction) and significantly lowering delivery risk across the company’s highest-priority, high-visibility program.
• Partnered cross-functionally to design and implement a standardized project lifecycle framework, shortening the end-to-end timeline from idea intake to project completion by 30 weeks (41.14% reduction).
• Collaborated with a core team of specialists and senior subject matter experts to fully rewrite departmental procedures, job aids, user guides, and risk controls, directly supporting a successful outcome on SEC audit findings.
• Designed and built a custom application using Microsoft Power Platform to operationalize new EPMO processes in a single system of record, including:
• Project intake and prioritization
• Project state management (e.g., Active ↔ On Hold)
• Phase gate governance
• Executive status reporting
• Developed advanced Power BI dashboards powered by Microsoft Project schedule data, materially improving reporting accuracy, transparency, and executive decision-making. Deliverables included:
• Executive-level project progress and budget health reporting
• Risk and change-request trend analysis
• Weekly portfolio status reporting
• Internal EPMO governance and quality-assurance dashboards
• Created and rolled out standardized, governance-approved templates and execution workflows for project charters, kickoffs, and initial estimates, establishing a structured documentation pipeline where each artifact feeds the next—reducing preparation time while increasing data consistency and forecast reliability.
• Led process alignment initiatives across multiple departments to integrate their workflows into the EPMO project lifecycle, reducing operational waste and friction while improving delivery predictability. Partnered teams included:
• Technical Documentation Services
• Solution Architecture
• Release Management
• Sourcing & Procurement
• Established a high-risk, business-critical vendor evaluation project for success prior to transition to an execution project manager, ensuring continuity and minimizing delivery risk for the planned 2026 replacement of a sunsetting enterprise tool.
• Served as Project Manager, leading project initiation, phase-gate readiness and approval into planning, stakeholder governance, resource team formation, budget estimation, executive reporting, and facilitation of cross-functional delivery teams.
• Designed a complex CPM schedule model to forecast bottlenecks, capacity constraints, and delivery risks prior to execution.
• Acted as Business Systems Analyst, delivering a comprehensive requirements package including business cases, categorized functional and non-functional requirements, stakeholder impact mapping, regulatory/procedural alignment, and formal stakeholder sign-off on scope and technical definitions.
• Performed Sourcing & Procurement (Buyer) functions, authoring a full Request for Proposal from the ground up, coordinating legal and compliance language, engaging priority vendors, managing communications, and initiating NDAs—despite limited templates or prior artifacts.
• Delivered a fully structured, execution-ready project foundation to enable rapid onboarding and effective delivery by the successor project manager.