Risk & Controls | FinTech Compliance

• Led complex projects in the enterprise SaaS and healthcare industry, involving analytics, implementation, process improvement, and strategy from initiation to go-live and partnered with stakeholders to ensure continuous alignment on scope, budget, and schedule.• Collaborated with product managers, developers, and engineers to improve end to end monitoring capabilities for a large fintech company, improving user detection and minimizing compliance gaps.• Conducted consultative engagements with internal partners to assess current processes, validate plan design features, determine user requirements, and deliver data driven recommendations to executives and stakeholders.• Facilitated project kickoffs and status calls involving 15 cross-functional teams to execute on project action items and update RAID logs to promote stakeholder communication and documentation.• Supported change management activities such as conducting stakeholder analysis, developing communication and training plans, and completing impact assessments.

• Collaborated with clients to develop a detailed project plan including solutions requirements, deliverable due dates, budget, milestones, resources, and success criteria.• Assist in developing innovative solutions, strategy, and program changes that address the health and wellness needs of the client and their employees.• Collect, analyze, and interpret health and financial data for cost projection and budgeting. Provide monthly, quarterly, and yearly financial reporting for plan experience updates to clients.• Improved client operational expenses by using employee experience reporting to make effective decisions, budget forecasting, contribution modeling, and vendor negotiations.• Manage client accounts by supporting overall marketing and renewal process and efficiently complete projects and ad-hoc client requests on time.

• Work closely with senior consultants in the design, financing, pricing, and administration of client companies’ health and welfare programs.• Collect, analyze, and interpret health care data for reporting to the client.• Assist in the Request For Proposal (RFP) process on behalf of clients.• Help prepare and write client communications, including reports, spreadsheets, and presentations.

• Supported the development of a business case to executive management for sponsorship and budget approval.• Prepared contract related documentation to implement the end-to-end strategic plan and execute on partnerships.• Gathered requirements to develop strategic product roadmap with key stakeholders including teams from data science, engineering, operations, and sales. • Participated in internal calls to define and validate product opportunities that solve for the customer and drive revenue.