Charlisa Pierce

Project Coordinator with experience supporting project controls, documentation management, reporting, stakeholder communication, risk and issue tracking, change management, and cross-functional execution in legal services, commercial banking, compliance, and accounting operations.

Recognized for bringing structure to high-volume, detail-heavy projects involving confidential records, strict business rules, client requirements, financial documentation, audit readiness, and SLA-driven deadlines.

Strong ability to translate requirements into clear documentation, identify gaps before they create delays, keep competing priorities moving in fast-paced environments, and coordinate follow-up across internal teams, clients, and leadership.

Core Competencies

Project Coordination & Controls: Project Lifecycle Support, Project Execution, Scope Tracking, Scheduling Support, Meeting Coordination, Milestone Tracking, Deliverable Tracking, Risk & Issue Tracking, Action Item Tracking, Change Management Support, Resource Coordination, Closeout Documentation

Documentation & Compliance: Project Documentation, Documentation Control, Business Rules Compliance, Audit Readiness, Quality Assurance, Version Control, SLA Compliance, Confidential Records Management, Documentation Review, Process Documentation, Internal Controls

Communication & Reporting: Status Reporting, Stakeholder Engagement, Cross-Functional Collaboration, Client Communication, Meeting Notes, Presentation Materials, Decision Logs, Escalation Management, Written Communications, Process Updates, Cross-Functional Collaboration

Financial & Operations Support: Accounts Payable, Accounts Receivable, Invoicing, Purchase Orders, Procurement Support, Vendor Documentation, Budget Tracking Support, Financial Records

Tools & Systems: Microsoft Excel, Word, Outlook, PowerPoint, Teams, SharePoint, OneDrive, Docusign, CRM Systems, SharePoint, Smartsheet, Project Tracking Tools, Google Suite, Generative AI Tools, Monday, QuickBooks, Ramp

Epiq Global

Project Coordinator / Settlement Administration

February 2024 – Present

Coordinate legal and business services projects for class action settlement administration ranging from 5,000 to 3 million+ class members in over 45 cases. Support law firms, corporations, financial institutions, and government agencies by managing project documentation, business rules, reporting, communications, escalations, timelines, risks, and client deliverables in accordance with confidentiality standards and court-ordered requirements.

• Coordinate project activity across 12+ teams, keeping case work aligned with client requirements, court mandates, project scope, business rules, quality standards, deliverables, deadlines, and milestones.

• Support project execution across the full project lifecycle, including intake, launch preparation, implementation, active administration, reporting, escalation resolution, stakeholder updates, and closeout documentation.

• Maintain project controls by tracking milestones, deliverables, timelines, outstanding tasks, documentation dependencies, risks, issues, reporting needs, and escalation paths across 10+ concurrent projects in various lifecycle phases.

• Translate client requirements, court-ordered mandates, case procedures, and internal business rules into clear project documentation, communication plans, deliverables, and operational guidance.

• Identify documentation gaps, workflow issues, business rule conflicts, timing risks, and escalation needs; coordinate follow-up to keep projects moving and reduce delays.

• Support change management by documenting business rule updates, communication revisions, workflow adjustments, scope-related changes, and project-specific process updates.

• Generate and analyze weekly project reports to track activity, monitor quality, identify trends, contextualize results, and support client-facing updates.

• Draft customized written communications for each project phase, ensuring public-facing language, internal instructions, stakeholder updates, and case materials are accurate and consistent.

• Resolve 3,000+ escalated complex inquiries from class members and clients while applying fraud review guidelines, project-specific rules, confidentiality protocols, and documentation standards.

• Monitor timelines, budgets, resource allocation, deliverable status, reporting requirements, and case activity across multiple concurrent projects.

• Prepare and maintain project schedules, status reports, meeting notes, action items, decision logs, written communications, and case-specific documentation.

• Train 10 new Project Coordinators, 2 new Project Specialists, and 3 new Associate Project Managers on case monitoring, escalation handling, risk identification, documentation practices, action-item follow-up, research standards, and quality expectations.

• Serve as subject matter expert (SME) on Qualified Settlement Fund (QSF) administration and case closure process, including closeout documentation, final reconciliation support, required approvals, stakeholder follow-up, and compliance with case-specific business rules and procedures. Contributed to cross-company process improvements and procedural updates impacting 5 teams and cutting completion timeline by one-third.

• Use strong written communication, analytical judgment, organization, and attention to detail to support accurate execution in a high-volume, deadline-driven project environment.

Timberline Automation and Control Co.

Accounts Payable / Accounts Receivable Specialist

December 2024 – Present | Part-time

Support accounting, procurement, invoicing, tax, vendor documentation, and compliance-related financial operations for an automation and electrical controls company. Partner closely with the CFO to coordinate financial workflows, track purchase orders and invoices, maintain documentation control, identify process gaps, and support operational follow-through across accounting, procurement, and project-related business needs.

• Process weekly procurement requests and purchase orders exceeding $100,000, ensuring requests are reviewed, documented, routed, tracked, and completed accurately.

• Process weekly invoicing exceeding $500,000, supporting timely billing, accounts receivable follow-through, financial reporting visibility, and accurate customer account records.

• Manage accounts payable, accounts receivable, tax documentation, purchase order tracking, invoice records, vendor documentation, and compliance-related administrative tasks.

• Coordinate procurement and vendor-related documentation to support accurate purchasing activity, expense tracking, invoice matching, payment processing, and internal reporting.

• Maintain organized financial records, purchase order documentation, invoice files, vendor records, and compliance support materials to improve audit readiness and operational follow-through.

• Review accounting and procurement records for accuracy, completeness, proper approvals, supporting documentation, and alignment with internal procedures.

• Support financial close, reconciliation, and reporting activities by tracking outstanding invoices, open purchase orders, payment status, billing activity, and documentation gaps.

• Assist leadership with complex accounting, administrative, procurement, and operational priorities requiring confidentiality, accuracy, prioritization, and deadline management.

• Help improve accounting workflows, documentation control, procurement tracking, and financial recordkeeping processes to support stronger internal controls and more efficient day-to-day operations.

• Communicate with internal stakeholders to resolve billing questions, purchase order issues, documentation needs, vendor follow-up items, and time-sensitive accounting requests.

• Support contract, procurement, and project-related documentation by organizing purchase orders, vendor records, invoice backup, schedules, cost documentation, and supporting materials for review by leadership and accounting.

Wells Fargo & Company

Senior Research Remediation Analyst

February 2021 – January 2024

Supported commercial banking remediation, document validation, compliance review, audit readiness, risk mitigation, and confidential documentation workflows across more than 50 business information systems and CRM platforms. Researched and resolved high-priority cases for commercial clients with annual sales typically ranging from $5 million to $2 billion.

• Researched and resolved 2,000+ high-priority remediation cases involving confidential client records, documentation issues, business rules, compliance procedures, risk requirements, and account updates.

• Reviewed and reconciled 1,000+ Technical Exception cases related to document validation, client onboarding, document execution, approvals, quality assurance, internal controls, and procedural compliance.

• Maintained audit-ready documentation by reviewing records for completeness, accuracy, required approvals, SLA compliance, confidentiality requirements, and adherence to internal business rules.

• Validated source documents for data accuracy, procedural compliance, document completion, proper approvals, account access requirements, and quality assurance standards.

• Selected to participate in a procedural audit for a pilot program focused on improving due diligence verification, documentation quality, and credit / loan processing controls.

• Researched and reconciled 200+ Bank Secrecy Act / Anti-Money Laundering cases supporting more than $3 billion in credit and loan products.

• Validated credentialing documentation for 500+ cases, meeting aggressive SLA deadlines while supporting account access security and confidential data protection.

• Processed 1,500+ time-sensitive eSignature documents through centralized Docusign workflows, ensuring accurate routing, tracking, completion, and documentation control.

• Created customized Docusign request templates and email templates to improve team consistency, document routing, communication quality, and process efficiency.

• Coordinated stakeholder follow-up, shared mailbox communications, document routing, exception tracking, remediation updates, inquiry responses, and outstanding item resolution across multiple systems and internal teams.

• Tracked document execution progress, missing information, approvals, escalations, and completion status to support timely remediation and accurate workflow management.

Purdue University

Bachelor of Science, Business Administration