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Capital Portfolio Governance
Strategic Finance • PMO • Financial Governance
Turning Complexity Into Clarity.
Tanisha Wakefield, MAcc, CSM® is a Strategic Finance Executive, Portfolio Management Leader, and PMO Advisor helping financial institutions, corporate teams, and mission-driven organizations align people, projects, capital, controls, governance, and execution.
Built for executive conversations, banking operations, enterprise transformation, capital governance, regulatory-minded controls, analytics, and PMO roles where financial clarity and execution discipline matter.
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Infrastructure Projects Supported
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Years Experience
Bank-Ready
Governance • Controls • Transformation • PMO
Featured Work
A career built where numbers, people, controls, and execution collide.
The portfolio connects corporate finance, capital projects, construction controls, audit readiness, nonprofit governance, strategic advisory work, and banking-relevant transformation into one executive narrative.
Coca-Cola Beverages Florida
Capital program governance, executive reporting, audit coordination, cost transparency, controls support, and cross-functional financial leadership.
Kiewit
Infrastructure project controls, government-funded program compliance, forecasting, variance analysis, and risk mitigation.
Metro Development / Greystar
Real estate development accounting, capital planning, draw schedules, lender reporting, and investor confidence support.
PwC Foundation
Big Four audit discipline, financial documentation review, internal controls assessment, and compliance foundation.
Financial Institution Fit
Built for banking environments where governance, risk, controls, and execution live together.
The same experience that supports capital programs and executive finance also translates into the operating language of Citi, USAA, and other financial institutions: controls, regulatory awareness, analytics, process discipline, stakeholder alignment, and scalable execution.
Banking-ready positioning
My background bridges financial governance, project controls, audit readiness, ERP and reporting workflows, business transformation, and cross-functional operating rhythms. That combination is especially relevant for financial services teams modernizing processes, strengthening control environments, and managing complex enterprise initiatives.
- Translate finance, operations, risk, and project data into executive-ready decision support.
- Support regulatory-minded environments through documentation, controls, audit readiness, and process governance.
- Lead cross-functional initiatives across finance, operations, procurement, technology, auditors, and senior stakeholders.
- Bring PMO structure to ambiguous work: timelines, reporting, risk tracking, dependencies, accountability, and communication.
Banking Operations
Operational discipline, client service awareness, process improvement, and scalable workflow design.
Risk & Controls
Audit readiness, internal controls, documentation, compliance support, and financial governance.
Analytics & Reporting
Budget-to-actuals, variance analysis, executive dashboards, cash flow, forecasting, and KPI visibility.
Transformation & PMO
Portfolio governance, stakeholder alignment, change impact analysis, dependencies, and execution cadence.
How I Lead
Executive calm for complicated rooms.
The work is not just accounting. It is the ability to translate ambiguity into structure, risk into visibility, and strategy into accountable movement.
01
Strategic Thinking
Connecting executive goals to the financial, operational, compliance, and project realities required to achieve them.
02
Financial Governance
Building visibility around capital, spend, risk, variance, controls, compliance, and decision-making.
03
Cross-Functional Leadership
Aligning finance, operations, procurement, engineering, auditors, boards, project teams, and senior stakeholders around shared outcomes.
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Operational Excellence
Creating systems, reporting structures, controls, and communication rhythms that help work move with less friction.
Next Conversation
Looking for a strategic operator who can read the numbers, strengthen governance, and run the room?
Let’s connect on financial institution roles, PMO leadership, portfolio management, project controls, transformation, strategic finance, risk-aware operations, or advisory work where clarity is the deliverable.