Jan Gilbert Email & Phone Number

Excelsior, Mn

Large Financial Securities Company 2023Supported Organization Maturity Assessment.• Created prototype for Executive completion of organizational maturity assessment and value chain support targeted for C-suite executives.Global Financial Services Company 2022 – 2023Led program implementation and harmonization of global payroll operations.• Led post-acquisition harmonization of payroll strategy, system, operations, and processes with projected savings of $200K in annual operational expense.• Created and maintained executive leadership, stakeholder, cross-team, and vendor relationships and support required for successful implementation.• Established comprehensive integrated planning across client and vendor.• Led cross-team system implementation of 19 UK payrolls. This included procurement, vendor management, data migration, parallel testing, change management, audit support, and go-live and hyper care activities.• Developed options and recommendations for complex navigation stemming from external vendor disaster recovery outage impacting both current state and project work. Required daily executive leadership updates, and coordination of current state activities with project implementation work. This led to an early implementation by one month and remaining on budget.• Led multi-program status reviews and summarized executive reporting.• Led RFP process and vendor selection for global payroll provider for 25 payrolls across 17 countries.

Eagan, Minnesota, United States

Led the Portfolio Enablement Team. Developed team vision.• Developed methodology for managing resource demand, projects, and enhancements.• Served as primary liaison to the investment committee providing a repeatable process for optimizing investment funding discipline, trend reporting and decision support.• Provided portfolio management leadership using data, insights, and leading indicators for a $70M investment portfolio.• Developed tool-based PPM functionality and processes to manage intake and demand of strategic projects.• Managed intake and demand process for enterprise enhancements, including upgrades to existing production systems, evaluating projects based on enterprise blue chips and strategy.• Led Enterprise Annual Planning process partnering with Corporate Strategy and primary stakeholders.• Facilitated business discussions to ensure capital investment projects are planned, aligned to the strategic roadmap, and prioritized for successful execution within a matrixed environment.• Collaborated on multiple Board of Directors presentations related to the enterprise operating plan.• Led the implementation and configuration of the Planview Enterprise One PPM tool.• Acted as cross-functional leader for the implementation of enterprise Agile methodologies.

Eagan, Minnesota, United States

Supported the financial management of the $70M strategic investment portfolio.• Developed multi-year business case strategies and plans to support long-term growth objectives and corporate strategic goals.• Facilitated business discussions ensuring strategic investment projects were prioritized and executed successfully.• Established a standard business case and implemented rigorous evaluation processes to prioritize investment.• Directed enterprise cross-functional teams and facilitated business case development for 20+ capital projects annually.• Developed investment tracking framework and managed portfolio investment source-of-truth data tracking, including budget, monthly project spends and quarterly forecasts.

Pittsburgh, Pennsylvania, United States

Client: Blue Cross Blue Shield MinnesotaResponsible for collaborating with ASP client, Highmark delivery teams, Highmark IT and business areas in the implementation and operationalization of ASP (Application Service Provider) client. Critical accountability to manage business relationships, program management for respective Front Office business units, critical decision making, problem resolution, escalation and communications.• Provided ongoing client management and served as the primary point of contact for client’s respective Front Office business.• Managed and developed ASP relationship. Provided direction and leadership to internal Highmark management and staff regarding client’s needs and objectives, focused on service, efficiency, and implementation of sale.• Oversaw client interactions focused on the business implementation plan that was implemented by project delivery team for joint strategic efforts. Partnered with the project delivery team to develop business strategies and program plans, performance metrics, risk and benefit analyses, financial projections, and related communications for ASP clients.• Cultivated and managed strong professional relationships with ASP client and staff; gained trust and focused on future deliverables and value generation.• On-site visibility at client location including the building and maintaining of relationships with key stakeholders, understanding cross-company policies and business practices.

Eagan, Minnesota, United States

Served as Business Relationship Manager for 8 business units simultaneously. Business units included: Government Programs, Membership, Client Set-up, Mailroom/Incoming Service Center, Spending Account, Finance, Treasury, Legal/Audit. • Developed and managed the ongoing relationship between IT and business partners by providing a direct line of communication between IT and business leadership. • Translated and delivered communication between IT and business disciplines through effective oral and written communication. Utilized advanced presentation techniques where appropriate. • Provided strategic planning support and consulting to enable IT solutions for the business channel that were aligned with corporate goals and guidelines. • Demonstrated leadership daily by mentoring the Business Relationship Management Team with respect to the enterprise Intake and Prioritization process.• Served as the liaison for IT and business leadership to identify business needs and acted as a single point of contact for escalated IT service issues, strategic and tactical business needs, technology recommendations and operational issues.• Enabled the business channel to do forward planning of changes and maintenance activity that was scheduled for delivery according to a release calendar that met business timelines. Assisted with documenting the business case and cost and benefit justification and supported estimating the level of effort. • Provided regular dashboard reporting and analysis to IT and business units on system performance and service disruptions. • Supported the development and implementation of decision-making processes impacting specific business channels by providing coaching, formulated recommendations, project planning, change management and implementations.

Eagan, Minnesota, United States

Eagan, Minnesota, United States

Mendota Heights, Minnesota, United States

Business Systems Analyst – (2005 – 2006)Client: Large Healthcare Spending Account Company - Healthcare Claims Application Re-Platform Project and Production SupportBusiness Analyst – Software Release Management (2004)Client: Global Medical Device Company Business Analyst/Project Lead (2003 – 2004)Client: Loyalty Incentive & Marketing Services Company - Client Data Warehouse & Reporting Tool/Training

Bloomington, Minnesota, United States

Project Manager / Business Analysts for varied clients

Mendota Heights, Minnesota, United States

Project Manager/Business Analyst

Edina, Minnesota, United States

Project Administrator/Project Manager/Senior Project Manager