Ivana Momic

Ivana Momic

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location of Ivana MomicSan Diego, California, United States

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  • Timeline

  • About me

    Sustainable Finance Lead

  • Education

    • University of Minnesota - Carlson School of Management

      -
      Bachelor of Science - BS Finance
  • Experience

    • Wells Fargo

      Jul 2007 - now

      Led enterprise-wide business, technology infrastructure and software development programs and projects ranging from short-term to multi-year ventures (OneCTS Technology Transformation, COVID-19 Main Street Lending, Client Coverage Credit and Portfolio Management, Client Coverage Relationship Planning, Commercial Banking Climate Program). Projects vary from regulatory efforts to enhancements and business innovations. Acted as an execution advisor to drive performance and to streamline processes and implement change. Worked with sponsors and stakeholders to identify needs, benefits, priorities, and costs. Governed supporting functions such as business readiness, audit, risk and control. Proactively identify changes, risks, and issues to ensure appropriate planning measures are taken to reassess and amend the scope of work, budget, and timeline. Provided direction to cross functional teams using business expertise. Negotiated the implementation and adoption techniques of the new products, processes, systems, and roles in matrix organization environment. Executions were conducted in agile, waterfall and hybrid frameworks. Show less Led highest visibility and highly sensitive cross-functional treasury management programs that span multiple business units and vendors. Acted as a single point of contact for domestic and international commercial customers. Governed program staff in their identification of requirements, development of project plans and strategies, and ensuring proper use of methodology, tools, and procedures were assigned to execute deliverables within tight deadlines. Drove critical business initiatives and managed all aspects from planning, identifying appropriate resources, developing schedules, risk assessment, tracking, and reporting on progress and business continuity plans. Managed project policy compliance including identifying, reporting, and remediating issues. Show less Led the large treasury management e-commerce implementations to build secure exchange of business transactions, funds, and information over electronic channels by leveraging customers ERPs and Wells Fargo treasury management platform. Played dual role of business and technical project manager. Collaborated with business, technology, and 3rd-party vendors to ensure the solution fits customers’ needs and meets aggressive timelines. Developed and managed delivery of business and technical requirements: resource request forms, BRDs, SOWs, project plans and schedules, presentations, communications, reporting, issues and risks, change requests, and sign-off docs. Influenced executive decision makers and negotiated critical-issue resolutions related to project initiatives. Coached junior project managers. Show less Managed a team of 11 members dispersed across 7 states. Created strategies and development plans to increase productivity and exceed annual business goals: 2010-117%, 2011-135%, 2012-134%, 2013-121%. Conducted innovative employment campaigns to recruit candidates, concentrating on college recruiting and networking. Managed the full-cycle recruitment from sourcing, conducting interviews, negotiating salary offers, and on-boarding in a high-volume and fast-paced sales environment. Focused on retaining talent through coaching and development planning sessions on project management, systems, products, and soft skills. Designed and delivered new-employee orientation by conducting daily workshops and one-on-one coaching for teams across the country. Show less

      • Sustainable Finance Lead

        Jul 2023 - now
      • Project Manager for Commercial Banking Strategy and Planning

        May 2018 - Jul 2023
      • Program Manager for Treasury Management

        Jan 2017 - Apr 2018
      • Project Manager for Treasury Management

        Feb 2014 - Dec 2016
      • Sales Support Manager for Treasury Management

        Jun 2010 - Feb 2014
      • Sales Analyst for Treasury Management

        Jan 2008 - Jun 2010
      • Project Manager for Corporate Trust

        Jul 2007 - Dec 2007
  • Licenses & Certifications

    • PMI Agile Certified Practitioner (PMI-ACP)

      Project Management Institute
    • Project Management Professional (PMP)

      Project Management Institute
    • Advanced Certified ScrumMaster (A-CSM)

      Scrum Alliance
    • Certified Scrum Product Owner (CSPO)

      Scrum Alliance
    • Certified ScrumMaster (CSM)

      Scrum Alliance