E - Business System Consultant Resume
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PROFESSIONAL EXPERIENCE
Confidential, San Francisco
E - Business System Consultant
Responsibilities:
- Responsible for managing WF’s Digital Wallet program and roadmap, including technology, marketing and customer experience for Android and Apple mobile applications.
- Successfully steered project team members through entire systems development life-cycle, project risks, issues and dependencies, and developed mitigation strategies and plans.
- Manage the day to day project deliverables, ensuring proper definition, design, development, quality assurance and deliver to production, under STM methodology (Agile). Collaboration with CX design teams and Marketing, to effectively align, integrate and launch marketing requirements.
- Maintain planning, reporting, budgets, and overseeing the interdependencies between the product delivery teams and all the component activity required for necessary changes.
Confidential, San Francisco
Program Manager
Responsibilities:
- Evaluation of current BlueShield environment - Systems, integration, controls and processes, organization, to successfully integrate new Covered California members into BlueShield structure. Responsible for solution architecture, process change recommendations and roadmap.
- Drive business issues to resolution and communicate solutions as appropriate throughout the organization, working closely with finance, marketing, sales, IT and network management.
- Maintain excellent relationship with Covered California staff and respond in a timely fashion to all requests.
- Successful completion of QHP application and negotiation sessions resulting in BSC participation on Covered California (agreement and amendments).
Program Manager
Confidential
Responsibilities:
- Responsible for structuring and implementing new networks for BlueShield’s IFP PPO/EPO and GROUP PPO networks with the Department of Managed Health Care and Covered California, as well as integration solutions for BlueShield.
- Work with leadership to assess the realization of the value proposition for the initiatives, and determine/implement any measures required to attain target levels.
Confidential
Senior Manager
Responsibilities:
- Collaborate with Product Management on product strategy and mapping out tactical plans to launch new investment products.
- Payment work stream management with Product and Technology to manage project planning and roadmap.
- Detailed product/tech/ops “integrated project plan” creation and maintenance (at minimum, milestone level integration) for Well’s Global Branch Expansion. Worked in the strategic planning group.
- Business Lead on representing Product with CEO PMO portal (Commercial Electronic Office -offers single sign-on to 60 applications that include cash management, credit, foreign exchange, trade).
- Monitoring plans for early warning around inter-dependencies, stress on milestone dates, unusual variation of financials.
Confidential
Implementation Director
Responsibilities:
- Lead on integrating Evolving Media Network (EMN) under the RMG structure. Support the planning, process/tools and execution for integration of acquisition.
- Participated in confirmatory due diligence and applied rigor to target evaluation to identify potential integration risks. Developed the pre-deal integration planning and successfully delivered end-to-end integration post-close.
Confidential
Senior Consultant
Responsibilities:
- Offit Fixed Income (Marketed) Composites Program: implemented long term solution for composite construction and performance reporting for fixed income and equities composites. Project included combining Evergreen and State Street teams and technology platforms into one group, using existing personnel. Developed integrated baseline project plans estimating models, identify resources and skills required, documented the estimated assumptions, refined plans and managed performance against them.
- RIA Boston Conversion Project: Conversion of Boston office from a RIA to Confidential Bank, NA. Migration of client accounts and performance metrics/results from one platform (Performer) to ScoreCard. Highly client-centric, successfully managed both client expectations and anticipated operational and tactical risks and tracked issues.
- WIS Portal Retention: Identified and implemented a single platform/portal which can host all pertinent manager and fund information and be accessed by both TPB and FW IMs. Enhancements completed to the WIS Portal were transparent for both domestic and international investors.
- Strategic Initiative: Client Transition Strategic Fee Tool: Provide a user friendly tool to the field to support the comprehensive review of each client relationship, to ensure proper product alignment, delivery of value and appropriate fees.