Professional Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline

RACHEL MYERS

Bank of America
Dumfries
1
Certification
11
years of professional experience

Strategic risk management and operational governance leader with extensive financial services experience. Manages large-scale risk mitigation and compliance initiatives while overseeing enterprise controls programs. Strengthens control environments, enhances forecasting accuracy, and embeds disciplined risk practices to reduce operational and regulatory risks.

Work History

Senior Business Operations Manager

2 Years 11 Months
Bank of America | 04.2023 - 03.2026
  • Led enterprise risk mitigation initiatives across two technology organizations, reducing delivery timelines from 10 weeks to 6 weeks by implementing controlled workforce strategies that improved compliance and reduced operational exposure.
  • Directed risk-aligned financial planning and workforce governance for $140M portfolio and 1,000+ employees, improving forecasting accuracy by 20% through enhanced controls and forensic risk analysis.
  • Oversaw global resource planning, ensuring contract and tenure compliance across FTE and consulting partners while adhering to risk, regulatory, and vendor management standards.
  • Strengthened operational governance through development of audit-ready reporting routines, executive dashboards, and risk-focused business reviews for senior leadership.
  • Aligned financial, operational, and workforce decisions with enterprise risk appetite and governance frameworks, enhancing organizational control posture.

Contract Analyst (Contractor)

1 Year
Credit Karma | 07.2022 - 07.2023
  • Reviewed and analyzed 200+ contracts annually for regulatory, legal, and compliance risk, ensuring 100% adherence to corporate policies and minimizing potential legal exposure.
  • Drafted and negotiated 30+ NDAs, MSAs, and SLAs, aligning with stakeholder risk requirements to protect organizational interests.
  • Identified key contractual risks and led mitigation efforts for five cross-functional teams, enhancing contingency planning and strengthening control frameworks.

Business Execution Senior Consultant

6 Months
Wells Fargo | 09.2022 - 03.2023
  • Led enterprise-wide Contract Lifecycle Management (CLM) and AI/ML-driven legal-risk technology initiatives across 10 global organizations, improving compliance and contract-risk detection accuracy by 25%.
  • Implemented NLP- and UDML-based solutions that reduced legal processing time by 30% while strengthening quality control and regulatory adherence.
  • Developed risk-resilient workflow models and documentation standards, fostering scalability and achieving a 95% success rate in enterprise adoption.
  • Partnered with product owners and solution architects to integrate risk controls into contract analytics platforms, enhancing operational decision-making.

Business Analyst

1 Year 7 Months
Truist Bank | 11.2020 - 06.2022
  • Drafted and managed 50+ NDAs, MSAs, and SLAs, ensuring compliance oversight that led to 20% increase in on-time renewals.
  • Ensured contract documentation met regulatory, legal, and enterprise risk guidelines, supporting compliance and minimizing risk.
  • Partnered with stakeholders to gather requirements and translate business needs into clear functional specifications.
  • Analyzed process workflows to identify gaps and recommend improvements supporting operational efficiency.
  • Documented user stories, process maps, and acceptance criteria for cross-functional delivery teams.

Business Execution Consultant (previous role)

1 Year
Wells Fargo | 10.2019 - 10.2020
  • Modeled operational workflows focusing on compliance requirements and identifying risk control points to enhance process integrity.
  • Led UAT testing routines to validate risk-approved solution functionality, driving high adoption across enterprise teams.
  • Advised clients on financial solutions aligned with goals, risk tolerance, and regulatory requirements.
  • Analyzed complex account data to identify service gaps and recommend process improvements.
  • Coordinated cross-functional partners to resolve escalations and maintain consistent client experience.

Operations Legal Analyst

1 Year
Dollar Tree | 10.2018 - 10.2019
  • Managed five compliance workflows, enhancing documentation standards and control processes to improve leadership response time.
  • Implemented risk-aligned advisory practices using SharePoint to strengthen audit traceability.
  • Conducted legal research and summarized findings for contracts, compliance, and litigation matters.
  • Reviewed vendor and commercial agreements to identify risk, obligations, and required revisions.
  • Coordinated responses to subpoenas, discovery requests, and internal investigations with cross-functional teams.

Case Manager II

3 Years 2 Months
Mecklenburg County | 06.2015 - 08.2018
  • Completed Fair Hearing Packets with 100% compliance, ensuring alignment with state regulatory requirements and streamlining review process.
  • Conducted client assessments to determine needs, eligibility, and appropriate service referrals.
  • Developed individualized case plans aligned with client goals and county service requirements.
  • Coordinated multidisciplinary services with community partners, healthcare providers, and internal teams.

Education

Bachelor of Science - Criminal Justice

South Carolina State University | Orangeburg, SC

J.D. - Corporate Law

Charlotte School of Law | Charlotte, NC

Skills

Risk compliance
Operational governance
Contract management
Workforce planning: Managed workforce planning for 1
000+ associates; implemented hiring routines reducing time-to-hire by 30% while maintaining compliance and controls.
Financial Planning
Reporting automation: Automated reporting workflows with SharePoint
Tableau
and PowerBI
reducing manual effort by 60+ hours monthly and improving data accuracy by 30%.
Vendor compliance management: Managed contracts with cloud and software vendors (AWS
Azure)
ensuring compliance and risk alignment.
Agile project management: Applied Agile/Scrum methodologies to ensure project velocity
risk tracking
and control health.
TECHNICAL SKILLS
Security / Governance Concepts: Data Classification | Data Handling Standards | Confidential Data Protection | Least Privilege Awareness | Access Control Concepts | Data Governance | Risk Assessments | Audit Support | Policy Enforcement | Information Lifecycle Oversight
Security / DLP Exposure: Microsoft Purview (familiarity) | Symantec DLP (familiarity) | Data Loss Prevention Concepts | Insider Risk Awareness | Secure File Handling | Data Monitoring Concepts | Incident Triage Support | Compliance Monitoring
Enterprise Platforms / Business Tools: DocuSign CLM | Ironclad | Ariba | SharePoint | Jira | Microsoft Excel (Pivot Tables
VLOOKUP) | Microsoft Word | Microsoft PowerPoint | Outlook | Microsoft Office Suite | WebEx | Westlaw | Law360 | LexisNexis

Certification

North Carolina Notary Public, Project Management Plus Certificate | Project Management Institute, DocuSign CLM Administrator & CLM Workflow | DocuSign University

Personal Information

Title: Risk Management | Operational Governance | Compliance Leader

Timeline

Senior Business Operations Manager

Bank of America
04.2023 - 03.2026Read More

Business Execution Senior Consultant

Wells Fargo
09.2022 - 03.2023Read More

Contract Analyst (Contractor)

Credit Karma
07.2022 - 07.2023Read More

Business Analyst

Truist Bank
11.2020 - 06.2022Read More

Business Execution Consultant (previous role)

Wells Fargo
10.2019 - 10.2020Read More

Operations Legal Analyst

Dollar Tree
10.2018 - 10.2019Read More

Case Manager II

Mecklenburg County
06.2015 - 08.2018Read More

South Carolina State University

Bachelor of Science from Criminal Justice
Read More

Charlotte School of Law

J.D. from Corporate Law
Read More
RACHEL MYERS