Janella Matter Email & Phone Number

Austin, Texas Metropolitan Area

Portfolio management leader responsible for ensuring all projects and programs for Avantax business unit are effectively planned, prioritized, and executed.

Southlake, Texas, United States

• Delivered Marketing technology solutions through custom software development and SaaS implementations designed to attract, engage, and convert prospective clients.
• Set strategic direction and led 8 teams comprising of ~80+ technical professionals responsible for designing and delivering innovative, high quality, scalable software solutions
• Enhanced relationship with Marketing leadership by building alignment between multi-year Marketing strategy and technology delivery roadmap
• Constructed strategy to achieve objectives and key results (OKRs) and annual operating plan to optimize Marketing Technology budget of ~$16.8M
• Built business processes and executive level reporting to track status on major initiatives, adherence to budget, and overall department health
• Assured all technology solutions were designed with proper architecture guidance and met the Service level agreements (SLAs) for reliability, performance and scalability

Greater Omaha Area

• Directed Retail Technology Program Management Office (PMO) responsible for providing business, industry, and technical program leadership to portfolio of Retail strategic and regulatory initiatives. Chief of Staff to.
• Orchestrated teams of 250+ matrixed resources responsible for delivery against Retail platforms including web, mobile, Salesforce CRM, IVR, and guidance products
• Collaborated with business leadership and Retail stakeholders during annual and quarterly strategic planning to maintain clear prioritization in a dynamic environment
• Translated strategic initiatives into executable delivery roadmaps and staffed delivery teams to execute against key initiatives
• Performed bottoms-up budgeting to align with $45M top-down technology operating budget and controlled budget allocation, optimization, and adherence
• Controlled processes around execution of new Software contracts and renewals of existing contracts

Omaha, Nebraska, United States

• Directed business Program Management Office (PMO) focused on prioritization and delivery of projects / programs for Retail sales, service, and product. Advocated Retail priorities and interests across enterprise.
• Facilitated annual strategic program planning sessions with Retail leadership to ensure clear prioritization
• Translated Retail business strategy into tactical delivery plans and created resource plans
• Prepared President of Retail for Senior Operating Committee updates regarding Retail portfolio
• Managed relationships between retail leadership, product, marketing, finance, risk, compliance, and technology ensuring resource alignment against Retail’s highest priority initiatives
• Led partnership with technology executive leadership to resolve issues and risks with technical programs/ projects in yellow or red status

Omaha, Nebraska, United States

• Held various leadership and client facing roles in Brokerage Operations, and Client Service including Sr. Manager of Corporate Actions and Dividends, Senior Manager of New Account Sales, Manager of New Accounts.
• Set strategy and performed management activities for specialized departments of up to 100 associates
• Built Resource Desk department of 4 teams to handle complex and escalated client issues
• Expanded corporate actions department by created capabilities to support custody non-standard assets
• Consolidated dividend, transfers, and new account client facing and back-office teams into singular departments to build synergies and improve service levels through cross-training activities
• Planned and executed clearing conversion actives for TD Waterhouse acquisition

Mba, Business Administration

Ba, Psychology