
Patricia-Jo Maynard
- Principal Business Analyst / Project Manager
- McLean, VA
- Member Since Apr 14, 2023

Patricia-Jo Maynard, MBA, BSc, PMP, SCPM
· Experienced in developing project plans and integrated plans for multiple concurrent projects.
· Experienced in the implementation of PPM, ERP, CRM, BI & SCM systems.
· Maintenance of project documentation systems and tracking of key success metrics for team communication and project memorialization.
· Extensive experience in forecast and planning analysis and experience in financial modeling for new product development and capital projects.
Kaztronix LLC, McLean, VA 2015 - 2016
Principal Business Analyst/Project Management Consultant, AMGEN INC – Thousand Oaks, CA
Worked for Director, Clinical Study Planning, within Global Development Operations, developing standards/best practices and documentation for the creation and maintenance of predictive modeling algorithms utilized to forecast clinical trial operations resourcing globally in Planisware OPX2.
· Decoded over 5,000 legacy algorithms and reverse engineered business requirements, process mapping, and business assumptions documentation from code in order to communicate with business stakeholders and train staff on the current system and recommendations for improvements.
· Supported a project to conduct cross-functional facilitation sessions to gather updated business requirements for the predictive modeling algorithms by role for hand-off to developers.
· Developed predictive modeling validation statistical methods for assessing the forecasting accuracy of the algorithms.
· Develop training material and process maps for the resource forecasting process to support effective onboarding and business continuity of forecasting staff.
CRESCENT SOLUTIONS CONSULTING, Irvine, CA 2012 - 2013
Project Management Consultant, Bank of America – Westlake Village, CA
Worked for Senior Vice President, Third Party Servicing, within Legacy Asset Services area supporting operational and regulatory oversight of third party mortgage loan servicing operations.
· Led or participated on several project teams to support the implementation of the requirements resulting from the National Mortgage Settlement (NMS-DOJ Settlement), including:
· Supported the exhaustion of efforts to reach borrowers eligible for consumer loan relief.
· Integrated new servicing standards into the subservicing agreement templates.
· Incorporated the new servicing standards into procedures associated with third party oversight.
· Developed a process to incorporate the new servicing standards at third party servicers.
· Led a project to establish a process to bring back loans from third party servicers that have been paid current for the last 12 months per the Bank of New York Settlement Agreement.
· Led a project to implement a servicer to servicer transfer of bank loans ensuring the transfer incurs all normal compliance and data transfer processes similar to a bank to servicer transfer.
· Led a project to build out an end to end process for managing the interaction, communication and tracking for mortgage insurance claims submitted by third party servicers.
· Led the development of the department’s vendor and project management procedures and project templates.
J.D. POWER AND ASSOCIATES, Westlake Village, CA 2008 - 2011
Senior Finance Manager, Strategy and Planning (2010-2011)
Worked directly for the Vice President of Strategy and Planning on global strategic initiatives.
· Supported global business practice areas with financial modeling and market analysis to develop long-term strategies and/or business cases for new products and services.
· Developed financial modeling tools to support new product decision making, such as cost-benefit analysis, scenario modeling, market size estimation, and pricing analysis.
· Established best practices in new product development processes. Participated on a task team to support the annual ideation facilitation workshop.
· Monitored and evaluated the performance of key global industry competitors to identify potential strategic alliances or acquisition targets within each major business area.
· Developed and maintained a strong knowledge base of global industry and client trends through primary and secondary data sources. Industries tracked include automotive, telecom, energy, sustainability, technology, financial services, healthcare, and travel.
· Finance manager for Strategy and Planning, Executives, Green Sustainability Business Unit and any new business practice start-ups assigned for their budgeting, forecasting, and variance analysis reporting.
Senior Finance Manager, Financial Operations and Special Projects (2008 – 2010)
Worked directly for the Vice President of Finance to implement improvements in company-wide operational processes and financial reporting systems.
· Led a cross-functional team in the design, development, testing and launch of a new global financial forecasting and reporting system using Cognos TM1 with a project size of $3M impacting over 300 users globally via web and Citrix. Wrote training material and trained staff in US, Europe and Asia.
· Co-led a cross-functional team to re-engineer the sales proposal review process from proposal review/approval through award and accounting set up using SalesForce.com.
· Co-led the conversion of legacy time-tracking systems at Asia sites to the current corporate system.
· Oversaw the financial savings calculations for Six Sigma initiatives worldwide totaling over $15M.
· Finance manager for the Web Intelligence Social Media Business Unit responsible for assigned business unit budgeting, forecasting and financial variance analysis.
ADVANCED BUSINESS CONSULTING SOLUTIONS, Thousand Oaks, CA 2007 - Present
Consultant/Owner
Assist clients of small to mid-size businesses in operations and financial systems development.
· Led a human resource project to facilitate and develop competency models and training program for a supply chain operations group at a mid-size pharmaceutical company.
· Assisted a digital development company in business start-up activities.
· Developed, trained and implemented an accounting system for a hair salon and boutique.
AMGEN INC., Thousand Oaks, CA 1995 – 2007
Managed Project Management Office (PMO) overseeing all projects and staff supporting global outsourced manufacturing activities. Managed financial operations for $600M annual spend including capital investment tracking, inventory control, foreign currency transactions, and internal audits. Managed six project managers and administrative staff.
· Led a large, cross-functional team which required reorganization and restart of an SAP implementation initiative for all global contract manufacturing operations, redirecting project from 9 months behind schedule to on-time in line with corporate plant initiatives.
· Established international Value Added Tax (VAT) compliance procedures for import and export transactions corporate wide, securing ability to receive tax refunds from various country governments with estimated refunds achieved of $8M in the first year.
· Re-engineered contract manufacturing procurement processes, reducing cycle time 67% and ensuring internal SOX audit passage.
· Led cross-functional team to develop and implement project management tools and processes, aligning projects with strategic goals.
· Led a team to establish outsourced manufacturing systems and processes in Puerto Rico.
Associate Manager – Medical Education, Medical Affairs (2002 – 2004)
Program manager who oversaw six IT releases of the department’s financial processing and reporting system for $30M annual spend in educational grants to non-profit organizations, patient advocacy groups, university medical centers, advisory boards and speaker programs.
· Led Six Sigma DMAIC project to improve medical education payment process, reducing defects and improving overall cycle time and participated on other Six Sigma projects in Sales and Marketing.
· Co-led cross-functional team with Director of Accounting to implement an improved check distribution process, reducing processing cycle time by 50%. Instituted process for tracking/close-out of unclaimed checks, reducing rate from 10% to 2% annually.
· Designed and implemented online submission and e-approval feature, improving cycle time by 30% and complying with SOX and electronic signature law.
Conducted specialized research and analysis to support strategic sourcing and special projects in multiple category groups.
· Participated on multiple strategy teams focused on cost reduction to implement improved IT programs globally, including telecommunications expense billing, audio/visual services, virtual remote access systems, servers, printer/copier management, wireless phones and voice/data services.
· Regularly performed financial ratio analysis and supplier capability profiling, supporting sourcing selection and negotiation of high dollar, complex contracts.
· Presented commodity market trends and industry best practices, identifying areas for future strategic sourcing initiatives with potential savings opportunities.
· Designed data warehouse reporting tools to track internal procurement trends, identifying additional savings opportunities.
· Assisted project managers in the creation of savings calculation methods supporting 23 complex procurement initiatives, resulting in $30M in savings.
Prepared, negotiated, and executed contracts with major medical institutions, universities and consultants researching commercially-approved drugs. Responsible for project management of multiple clinical research studies in coordination with research staff. Managed two administrative staff.
· Provided financial support to Department Head by developing annual plans, budget versus actual tracking, annual capital requirements, and headcount projections.
· Wrote procedures and workflow diagrams on the clinical grants process from protocol development to publication. Trained staff and developed training materials, ensuring compliance to policies.
· Designed, developed and maintained databases for tracking clinical grant activities, contracts and payments. Participated on development teams to design, prepare specifications, and test relational databases for use by the clinical grants departments to support study and publications tracking.
· Managed communications among study sites and investigators to track, monitor and report on clinical study activities.
· Coordinated the development and approval of protocols through review committees.
· Assisted in the preparation and submission of manuscripts/abstracts to various medical trade journals and associations.
· Led the coordination of focus group sessions with medical and pharmaceutical field experts.
· Worked with research managers to develop decision trees, clinical research forms, questionnaires, status reports, and contract templates.
LOS ROBLES BANK (PACIFIC CAPITAL BANCORP), Thousand Oaks, CA 1993 - 1995
Executive Assistant to the President/CEO & Board of Directors
Acted as regulatory compliance officer and led team to ensure conformance to FDIC and state regulations. Managed all administrative and internal projects.
· Coordinated and wrote the regulatory compliance monitoring report and presented quarterly to the Board of Directors.
· Prepared quarterly and annual financial statements and proxy material. Managed the sale and transfer of bank stock.
· Assisted corporate development consultant in filing of federal and state applications to acquire two new branches and reorganize to holding company status.
· Assisted President in calculating loan loss reserves monthly and in maintaining bank compliance with banking regulations, including the Community Reinvestment Act.
· Led various bank projects, such as small business success newsletter to customers, all bank advertising (creation and publication), annual report preparation, annual shareholders’ meetings, and executive strategic planning meetings.
ROCKETDYNE (BOEING/PRATT&WHITNEY), Canoga Park, CA 1985 - 1991
· Created and wrote supplier contractual data requirements in coordination with Engineering, Finance, and Purchasing in compliance with government contracts. (Secret DOD clearance).
· Designed and maintained a computerized system to track the approval of supplier documents.
· Conducted an internal audit of the space shuttle main engine supplier data management group and presented the audit results to senior management and Quality Assurance.
· Instrumental in establishing vault operations for engineering drawings.
DEGREES
· Post MBA Program, International Business Strategy, California Lutheran University
· Master of Business Administration, Pepperdine University
· Bachelor of Science, Business Administration, California Lutheran University
CERTIFICATES
· Project Management Professional (PMP), Expiration 2021
· Stanford Certified Project Manager, (SCPM), Stanford University
· Business Contract Law Certificate (NCMA), California Lutheran University
· Six Sigma Green Belt Training, Amgen Inc.
· Six Sigma Catalyst Facilitation Certificate, Amgen Inc.
OTHER TRAINING/SKILLS
|
· CRM Tools: Siebel, SalesForce.com |
· Strategic Sourcing Category Management & Ariba |
|
· Database: Access, 4D, FileMakerPro |
· ERP: SAP, JD Edwards, Lawson, QuickBooks |
|
· Medical Research Methodology/ Terminology |
· Business Intelligence: TM1, Essbase, Cognos, Showcase |
|
· Mortgage Compliance Training |
· Good Clinical and Manufacturing PracticesTraining |
|
· Agile Project Management Practices |
· New Product Development, PDMA |