SUMMARY:

Accomplished business leader capable of delivering large - scale software/WEB projects while managing strategic vision and providing direction for development of multiple channels and multiple development methodologies (Agile, Waterfall and hybrid methodologies) by effectively collaborating, facilitating, leading and coaching multiple teams with enthusiasm. Expert at synthesizing voice of the customer vision and compliance needs to drive key product development, removing obstacles and fostering self-management

TECHNICAL SKILLS:

PM tools: Clarity, MS Project, MS Visio, MS Office, Waterfall, Agile - Certification, SharePoint

Presentation/Sales: Toastmasters - Boston, Atlanta, Lean-In Circle Leader, Confidential Women’s Club Chair

Additional tools: Rational Concert, Quality Center, Confidential ALM, DST Connect

Other Programming/Apps: OMNI Station, OMNI Pay, Oracle, JAVA, VB, SQL, MySQL, HTML, JavaScript, MS-Excel, MS-Word, OneNote, PowerPoint, Photo Shop, Salesforce, TRAC, Envestnet Fiduciary Assure

PROFESSIONAL EXPERIENCE:

Confidential, Boston, MA

Consultant - Project Manager III

Responsibilities:

• Within one month, created the standard Service Model documentation for processing DOL conversions which will increase accuracy of knowledge transfer to operations.
• Assisted IT with driving the reduction in payment processing time for agent changing compensation structure by five weeks to less than two weeks. This was done by reducing extraneous business processes and influencing changes to release schedules.
• Created DOL management dashboard to enable comprehensive management and reporting for all firm conversions (in excess of 30 firms)

Confidential, NC, NYC, Boston, Denver

Business Program Manager/Product Owner

Responsibilities:

• Provided leadership for requirement development; thus, creating a living repository for over 50 variable Enrollment Notices which increased client satisfaction and reduced overall communication development risk.
• Designed and developed new product offer for transactional communications for all enrollment activities by coordinating with various product directors and senior management in Marketing, IT and Product and Pricing.
• This included regulatory and technical strategy to digitalize communications and required in depth research into existing compliance and technical platforms.
• Influenced platform redesign and provided scalability for legacy and new client structures. Reduced costs by eliminating manual processes, fulfillment, and postage expenses.
• Initiated and drove development of special accumulators by leveraging existing technology to enhance limits monitoring functionality.
• This eliminated laborious manual efforts and increased processing time for plans with complex structures with multiple sources (voluntary and employer contributions).

Confidential, Boston, Denver

Product Owner/ Lead Business Analyst

Responsibilities:

• Drove and designed new Enterprise program including oversight of new backlog management system for requirements.
• Determined and owned strategic vision for participant experience: Partnered with executive leaders to lead 10 cross-functional teams in 5 locations to determine scope, deliverables and risks.
• Managed all aspects of project to implement new service model on time and within budget while maintaining minimal impact to client and employee experience.
• Produced opportunities to generate additional revenue by creating plan sponsor digital and web tools to enable higher levels of plan participation, participant contributions, developing plan rollovers.
• Plans with Auto Enrollment and Auto Escalation had an adoption rate higher than industry standard due to ease of implementation. (89% adoption in first year, with contribution increase from 5.5 to 7.6% in first two years)

Confidential, Boston, Denver

Principal Consultant

Responsibilities:

• Developed and managed, and socialized entire process to select vendor for third party defined benefit plan administrators of finalists, conducted site visits and participated in contract negotiations. Managed relationship with vendor to determine requirements and scope of work to implement their services into the offer.
• Partnered with Marketing, Sales and front-line managers to create Business Plan
• Partnered with Executive Marketing Management team and collaborated in client focus groups to determine new platform for development of complex quarterly statements.
• Created product ideation for bundled Executive Benefit Program with Senior Leaders. This program reduced redundant and antiquated outreach methods across the Enterprise organization and increased Individual Life products, while significantly improving Field Agent relations.
• Managed new product and services life cycle from strategic planning to tactical activities and drove a solution set across development teams through market requirements, product contract and positioning.

Confidential, Boston, Massachusetts

Senior IT Project Manager

Responsibilities:

• Temporary assignment to provide project management oversight for the de-conversion of one of the largest and most complex Healthcare plan clients in the market space with $250M to $1.5B in assets to a new vendor.
• Simultaneously providing superior service and retaining client with multiple products still held with Confidential .

Confidential, Boston, Massachusetts

Service Delivery Manager

Responsibilities:

• Independently managed broad scope of projects within Client Services Delivery, including: corporate programs in response to competitor actions, development of internal corporate communications, mitigation of risk situations and internal marketing efforts to increase leads to sales team.
• Managed team of six business system analysts and retirement plan specialists. Provided awareness of career development opportunities and coached team on improving collaboration skills, led team meetings and all administrative responsibilities for midterm and annual reviews.

Confidential, Quincy, Massachusetts

Senior Project Manager

Responsibilities:

• Responsible for identifying and addressing client needs: managing resource requirements, project workflow, budgets, billing and collections; building, maintaining, and utilizing networks of client relationships; communicating value propositions; and preparing and/or coordinating complex written and verbal materials.
• Created standardized process for managing resource requirements based on complex data structures; resulting in a 25% decrease in implementation time, estimated 50% reduction in risk and better transition to operations.

Confidential, Dedham, Massachusetts

New Business Consultant

Responsibilities:

• Responsible for supporting Sales Team. Provided underwriting services for new business proposals.
• Perform asset-liability modeling for a number of client pension plans using stochastic analysis to vary economic scenarios and asset returns.
• Identify and evaluate asset allocations and portfolio strategies to be used in proposals.
• Assist finals presentation to discuss slides covering stochastic analysis.

Confidential, Springfield, Massachusetts

Director, Plan Architect

Responsibilities:

• Responsible for aligning technology needs with business specifications by reducing manual processes thus improving the overall health of the Retirement Plan administration unit.

Confidential, Marlborough, Massachusetts

Actuarial Benefit Consultant

Responsibilities:

• Responsible for leading project through plan rules discovery and plan document analysis to ensure compliant interpretation of the plan documents throughout the implementation.
• Created process for corporate actions for scoping projects which resulted in reduction of out of scope work without funding.

Confidential, Atlanta, Georgia

Defined Benefit Lead

Responsibilities:

• Responsibilities at Confidential varied with increasing responsibility. Started out as a Defined Benefit Analyst, writing specifications and testing Defined Benefit and Cash Balance plans, and eventually project management of multiple products; including, Defined Benefit, Health and Welfare, and Defined Contribution Services.
• Managed the first web based enrollment application. This was one of the first in the industry products to allow the plan administrator of a major banking conglomerate to process events for various vendors from a single plan sponsor website.

Confidential, New York, New York

Actuarial Analyst

Responsibilities:

• Responsibilities included preparation of actuarial valuations, special cost estimates, and government filings for defined benefit pension plans.