Andy Biermann Email & Phone Number

Los Angeles, Ca, Us

Chicago, Illinois, Us

Chicago, Illinois, Us

Program Lead on Commercial Digital Transformation; Mid-Market Commercial BankLead commercial digital transformation program for Custom Credits, Scored Credits, Treasury Management, and other channels to achieve the goal of faster speed to market, while saving on operational costs, including decommissioning multiple legacy applications. Responsibilities included supporting a high functioning team of over 20 consultants to develop and manage an end-to-end program via Scaled Agile (SAFe) methodology, provide thought leadership and driving the clients executive management team, ensuring a continues value stream was delivered throughout the transformation journey across all domains, and being responsible for the overall client account management (i.e. resource, financial, contractual, and risk management). Project Lead on SBA CARES; Mid-Market Commercial BankLead engagement team across functional, technical, and organizational change management workstreams throughout the implantation of the SBA CARES Paycheck Protection Program (PPP) and Forgiveness and Forbearance Program (PPPF) digital solutions. Responsibilities included the overall delivery of the program, financial and resource management, and overall client relationship management. Project Lead on Commercial Loan Origination Implementation; Mid-Market Commercial BankLead engagement team across functional, technical, and organizational change management workstreams throughout an end-to-end Commercial Loan Origination System Implementation. Responsibilities included the overall delivery of the program, financial and resource management, and overall client relationship management. Lead Consultant and SME on Business Transformation Formation; Regional Southwest BankLead the implementation of a Business Transformation department within the Bank whose primary function is to provide synergies through management and governance processes.

Chicago, Illinois, Us

Project Lead for BSA/AML Transaction Monitoring and Customer Risk Scoring Implementation; West Coast Regional Bank:In response to an OCC issued MRA, served as project manager to establish and drive against an integrated project plan. Furthermore, provided vendor, change, testing, and overall implementation management across all impacted stakeholders (internal and external). Moreover, supported the holistic BSA Program transformation and developed regulatory deliverables in partnership with the Bank's Executive Leadership and Board. Project Lead for Dodd-Frank Act Stress Test Regulatory Submission; West Coast Regional Bank:Served as project manager to establish a project plan, ensuring that the extended team adheres to the proposed project structure and timeline, as well as provide cross enterprise coordination and project management oversight. In addition, maintain clear documentation regarding the project to support regulatory reviews.SME on Target Operating Model and Technology Roadmap; Top 5 Investment Bank & Non-Bank Lender: Provided management support during a two months assessment in which both business process, operations, and supporting technology platforms were evaluated. The outcome of which provided a short and medium term target operating model, that accounted for both business processes and supporting technology solutions. This provided both an MVP and best in breed operating model that was evaluated with the Customer Experience as a leading tenet, ultimately leading to a wholesale business transformation.

Plano, Texas, Us

Project Manager / Scrum Master; Fortune 100 Retirement Services Provider:Lead a project team to deliver key user experience enhancements, downstream application integration functionality, and overall efficiency gains by taking a manual business process to a digital experience for both internal and external clients. Responsible for managing a 15+ person project team to successfully deliver functionality to an in-house built application leveraging Scrum/Agile Methodology. Moreover, also responsible for all financial management, forecasting, and reconciliation for the project and broader portfolio. Help drive out the strategic road-map to align technology capabilities to overall business objectives and stakeholder timelines, while in parallel managing cross-project dependencies and downstream integration partners. Responsibility also included executive presentations regarding status, strategic road-map, and broader cross-enterprise impacts. Project Manager / Business Analyst; Top 10 U.S. Bank:Provided key project leadership and governance through project management and governance activities. The specific focus of this effort was to replace numerous applications, manual processes, and drive change management during the upgrade to a new end-to-end Commercial Lending platform from fragmented legacy systems. The responsibilities of this role covered numerous specialized lending portfolios and their integration with the new lending platform and compliance with enterprise policies & procedures as part of a transformational commercial credit program. Responsibilities included developing and owning the project plan, executive reporting to ensure proper build-out, process definition, data flows, training, performance support, and ensuring that all project and program objectives were successfully met.

Plano, Texas, Us

Business Analyst/ Jr. Project Manager; Top 10 U.S. Bank:Provided key project leadership and governance through project management and governance activities. Ensured that the client was able to successfully meet a regulatory-driven timeline in order to improve data quality and integrity as part of their current risk grading practices. Influenced and helped drive specific business and technology sessions in order to ensure proper build-out, process definition, data flows and successful implementation. Owned and maintained enterprise deliverables, compliance documentation and reporting. Worked to successfully integrate with cross-enterprise dependencies as well as broader commercial lending initiative running in parallel to ensure project objectives were met while mitigating impacts to key dependencies. ‬

Plano, Texas, Us

Program Analyst (Top 20 US Financial Institution) - Provided Program leadership and oversight through a variety of governance and management activities. Oversaw achievement of quality program management processes and deliverables in accordance with Client protocols. Facilitated Program Office meetings, key project working sessions, Operating Committee and other ad hoc meetings as needed. Identified and managed interdependencies including risks and issues between projects and cross enterprise programs. Assisted in mobilizing staff and establishing the program office routines and successfully executed within the Governance framework. Defined and directed deployment of program Tools, processes and standards for successful delivery of Program Goals. Successfully aggregated Program level schedules and essential information for executive reporting as well as identifying key integration points.

Plano, Texas, Us

My role at CG is to directly support the client management of a Top 4 U.S. Bank and a Fortune 100 Retirement Service Provider, as well as indirectly support a Fortune 500 Insurance and Investment Company, a Leading Mortgage Technology and Loan Transaction Services Provider, and other top 10 U.S Banks. I am responsible for a variety of cross departmental activities focused on: contractual and financial activities, business management account routines, client on and off boarding of resources, time-entry review and reconciliation, expense review and reconciliation, invoice audits, contractual review and financial review. Secondary responsibilities include supporting additional resource management activities to include but not limited to: fulfillment/ resource alignment, recruiting and interview coordination along with any additional ad-hoc needs of the accounts.

Plano, Texas, Us

Project Analyst on assessment of current application platform. Key objectives are developing the strategic road-map to upgrade the platform to a targeted release and develop a business case, inclusive of three options to present to Business Partners. My role includes providing documentation and program support to SMEs and PMs, supporting facilitated sessions and knowledge gathering to develop documentation towards the deliverable, assisting with communication plans, staff management, and other administrative support.

Charlotte, Nc, Us

Managed Sale Process and Firm’s Proposals Initiatives in conjunction with the Firm’s marketing activities, branding and promotions. Was owner of Engagement Pipeline and led the administrative efforts of the Company website. Supported the team in completing Client Deliverables while in a team and sole contributor capacity. Supported income and expense management (set up/ support accounts for billing). Helped lead effort to develop Business Partnerships, Joint Ventures, and Strategic Alliances. Was tasked with being direct support to the Managing Principal.

• Coding and preparation of data for the evaluation the statewide outreach effort, Healthy and Ready to Learn, to register eligible and uninsured children entering public kindergarten into public health insurance programs (SCHIP & Medicaid)• Assisting with conducting focus groups and analyzing data to uncover successful outreach practices

Chapel Hill, North Carolina, Us

Planned and designed internal satisfaction survey. Assisted with administrative tasks such as memo writing, budget review, and staff meetings. Conducted market research with students to determine level of awareness of Health Center. Recommended marketing plan to increase community awareness of Health Center. Developed new emailing protocol. Arranged, designed and delegated a comprehensive work plan, which was also overseen by client. Organized, guided, and streamlined on-site interviews with member Health Clinics.

German Literature

Public Policy