Lisa Carey Email and Phone Number

Mergers & Acquisitions Project • Gather multiple team business, finance, and data requirements supporting New Business, Underwriting, Claims, and Compensation teams for multi-million-dollar acquisition project• Partner and liaise between Users and Product Owners• Effectively uncover, investigate, and resolve blockers• Coordinate cutover plan highlighting tasks, timelines, interdependencies, risks, backup plan• Project Manager (multiple work streams) – meetings, tasks, deadlines, escalations

• Successfully owned Microsoft 365 platform implementation project, including all strategy and analysis, implementation, testing and support for Exchange Online, OneDrive and SharePoint.• Led Data & Analytics infrastructure AWS data lake build using tools such as Tableau and Sigma, and enhancements to Investment Book of Record• Integral member of Agile implementation team for education, facilitation of adoption, and implementation of agile principles; Scrum Master with fluency in Confluence and JIRA• Created and led end user training and self-service documentation to support positive user adoption and usage• Created strong partnerships and built trust to challenge the business to think strategically, and to not just find a solution, but to seek out and identify the best solution for the firm

• Successfully completed work on eight projects across seven business areas, including Human Resources and Legal • Partner with business and technology to understand, analyze, articulate and translate, and manage quality requirements to successfully drive implementation on time and within budget • Utilize various diagrams, models, and other visual representation to enhance understanding of functions and processes • Ensure quality, functioning end product by documenting and executing combination of user, security, integration, end-to-end, performance, user acceptance, mobile, and validation testing • Project Manager on Eliminating Personal Account Usage Project – secured funding and necessary resources, managed budget and project plan, facilitated SLT meetings, tracked progress and success • Certified Scrum Product Owner (2019); Certified Scrum Master (2018); Agile Refresh Training (2017); FAST Fundamentals Facilitation Training (2017)

• Created and owned processes to manage field intranet; run-the-business governance, including consulting with partners, deleting and updating content, and analyzing reporting to maintain and improve state of the site • Supported and drove Field intranet projects by being a strong liaison between business owners and IT to ensure successful communication, analysis, requirements, testing and execution. • Conducted Salesforce and Field intranet system testing to ensure field satisfaction and system optimization using Quality Center and Sprinter; review and rewrite test cases to meet current system requirements. • Analyzed, created, and reported monthly review to senior leadership identifying progress and areas of focus for future improvement • Completed Requirements Quest training (2014); Agile Training (2015)

• Served as key participant in Field intranet clean-up project, resulting in overall savings of $1.9 million. • Initiated and lead Field intranet navigation project through self-directed vision for organizational improvement.

• Implemented and maintained workshop collateral review process, proactively enhanced and maintained, online registration tool, managed logistics for Teach Your Kids to Share Day national event• Updated and managed consumer-facing collateral through collaboration with Creative Services, Legal, Communications and Compliance