Rachel Davis

Led the coordination of 11 concurrent project streams, overseeing planning activities, financial risk, and system readiness for successful program delivery. Monitored and managed finance-related issues and risks for divestitures and acquisitions, ensuring timely escalation and resolution across cross-functional teams.

Executed advisory and consulting engagements around regulatory risk and compliances such as SOX ITGC, working directly as an Audit Compliance Ambassador. Documented User Access Management control procedures to meet SOX regulatory compliance and risk management requirements.

Successfully participated in Project Toggle, one of the largest migrations in TIAA’s Portfolio, involving a Power System Upgrade and migration of 782 applications. Utilized Scrum methodology to lead cross-functional teams including developers, analysts, and testers, tracking progress in JIRA.

Managed the full integration of the TriNet Zenefits Security Migration Program, encompassing high-risk remediation, security risk and gap assessments, and long-term incident response. Responsible for weekly and bi-weekly status reporting to Senior Leadership.

Managed a digital custody capability for FTI trust and estate clients, enabling future FTI offerings such as Advisory Services and Trading of Digital Assets. Determined the technology model, regulatory policies, and operational procedures for the custody and eventual trading of digital assets using blockchain.

Maintained project schedules utilizing Agile Methodologies and managed technology processes for UAT and SIT Testing. Optimized CRM activities leveraging data analytics using Salesforce.

Managed a $5M DLP Project from beginning to end, overseeing the Data Loss Prevention program to ensure GRC for auditing standards utilizing Waterfall Methodology. Documented processes such as PDD, BRD, and SDLC.

Partnered with Quality Assurance Testers to document, monitor, and control the performance levels of load over a prolonged period. Served as Scrum Master/Business Liaison for IT project initiatives for Performance Testing in UAT and DEV environments.

Completed a Master of Business Administration (MBA) program. This advanced degree provided comprehensive knowledge in business management and leadership.

Obtained a Bachelor of Science in Business Management (BSBM). This program focused on fundamental business principles and management practices.