
Ivana Momic

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About me
Sustainable Finance Lead
Education

University of Minnesota - Carlson School of Management
-Bachelor of Science - BS Finance
Experience

Wells Fargo
Jul 2007 - nowLed 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 - nowProject Manager for Commercial Banking Strategy and Planning
May 2018 - Jul 2023Program Manager for Treasury Management
Jan 2017 - Apr 2018Project Manager for Treasury Management
Feb 2014 - Dec 2016Sales Support Manager for Treasury Management
Jun 2010 - Feb 2014Sales Analyst for Treasury Management
Jan 2008 - Jun 2010Project 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
Languages
- enEnglish
- crCroatian
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