Sherrill A. Oldham (She, Her)

Experience

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  USAA

  Jan 1975 - Feb 2010

  Retired after 35 years of service at USAA. Evaluate processes, data & develop Improvement strategies, measurable goals & plans. Develop transformation business models to improve customer experience, employee experience and through-put with reduced time, call backs and rework. Manage executive improvement program plans & measures of success. Lead and coach a team of process engineers. Support executive sponsors and process owners. Teach and coach employees. Accountability for relationships, quality and benefits achieved ($25-$40M annually). Examples: New Enterprise Collections Process with 1st year benefits $11M; 25% reduction in mortgage cycle time, reduced mortgage handoffs and turn around times; change claims business model, processes, culture over 5 years; begin to integrate home insurance, mortgage and claims processes to eliminate duplication of work, enhance the member /vendor experience... Show less Evaluate enterprise processes across companies and develop program strategies and plans. Manage improvement programs with measures of success. Develop new enterprise planning, reporting and project execution methods, integration, tools and policies. Team lead and coach employees. Accountability for relationships, facilitation, problem resolution, executive support and quality. Examples: 50% - 60% reduction in cycle times, new process for projects reporting to CEO, annual program of projects evaluation process for CEO, new enterprise project mgmt system implementation...... Show less Business Lead for Finance systems development, process improvement and employee training. Facilitate Finance changes across USAA companies, IT and third parties. Accountability for relationships, improvements to reduce expenses or increase income, quick problem resolution and quality. Examples: For budget systems, reduced IT resources by 60%; improved reporting cycle times by 40-50%; implemented process mapping for the business (Finance) with IT systems.1975 - 1993 Other Positions: Accounting Systems Business Manager Liaison; Budget Manager, Employee Benefits Lead Accountant, Residual Marketing Accountant, Payroll Analyst, Insurance Task Force - New Systems, Senior Ins Rep, Insurance Sales Rep, Ins Policy Coder, Personnel Technician. Show less

  • Director, Process Engineering

    Jan 2002 - Feb 2010

  • Enterprise Program Manager

    Jan 1998 - Jan 2002

  • Corporate Finance Business Consultant and Process Engineering

    Jan 1994 - Jan 1998

  • Director, Corporate Finance Accounting Systems Support and other USAA Positions

    Jan 1975 - Jan 1994
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  Volunteer

  Feb 1976 - now

  Income Tax Preparation for family and friends (free)

  Each tax return season, I help family members and friends complete their tax returns. Started doing this around 1976. I enjoy the research, challenge and doing something for others that I like to do!

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  Elf Louise Christms Project

  Jan 2009 - Mar 2020

  Chair 50th Celebration and Co-Chair Annual Fundraising Auctions

  Big effort to develop, manage and execute the 50th Year Celebration for the City in November 2019. Support was provided by Bexar County office.

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  USAA Golden Eagles - Retirees

  Jan 2011 - Mar 2023

  Finance Audit Committee and Newsletter Editor

  January 2012 - March 2023: Finance Audit CommitteeJanuary 2011 - January 2012: Newsletter Editor

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  Robert Half Management Resources

  Feb 2011 - Feb 2012

  Consultant - Process Engineering / Change Management at USAA

  Evaluate processes, data and develop Improvement strategies / plans. Manage improvement program plans and measures of success. Support executives, process owners and project managers. Teach and coach employees. Examples: At USAA - Develop new process / measures with new team and new system implementation, develop manual and automated project reporting and various executive reports, standardize and improve multiple contact centers holiday scheduling processes.....

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  Kaeppel Consulting

  Jan 2012 - Aug 2015

  Senior Consultant - Process Engineering / Change Management

  Evaluate processes, data and develop Improvement program strategies / plans. Manage improvement program plans, budget impacts and measures of success for multiple clients (ie. TXDOT, med ins, banking, accounting). Coach and support executive process owners and leadership. Teach and coach employees. Examples: Develop program strategies/plans, measures and teams to execute plans, improve communications processes, tools, teamwork and measures of success, evaluate processes, systems, teams, measures, honest broker and support planning for executives...... Show less

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  Process Enrichment Partners, LLC

  Sept 2013 - now

  Owner / Management Consultant

  Includes: Insurance, Banking, Accounting, Budgeting, Program Management, State-TxDOT, City Government, Small Businesses, Non-Profits.Career Break 2017-2020 - knee replacement surgeries. Over the last 5-6 years, I volunteer my time to a non-profit with a focus on financial data, accuracy, reporting. Evaluate processes, people, organization and financials for improvement efficiencies to improve the culture, organization, financial reporting and increase employee engagement. Prioritize and implement improvements with goals. Coach and support the Leadership, project managers and teams. Show less

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  Thrive Youth Center

  Jun 2016 - Jun 2022

  Board Of Directors - President