Jared Marshall Email & Phone Number

Westwood, Massachusetts, United States

Cambridge, Massachusetts, United States

• Acted as liaison between Privacy, Security, Legal, and Digital Health leadership to close 15 major technological and process gaps and bring Digital Health to a state of HIPAA compliance, allowing Digital Health to generate new business by selling patient data directly to providers.• Provided HIPAA compliance operational support including writing work instructions and annual training rollout.• Orchestrated the planning, requirements gathering, design, development, and launch of 6… Show more • Acted as liaison between Privacy, Security, Legal, and Digital Health leadership to close 15 major technological and process gaps and bring Digital Health to a state of HIPAA compliance, allowing Digital Health to generate new business by selling patient data directly to providers.• Provided HIPAA compliance operational support including writing work instructions and annual training rollout.• Orchestrated the planning, requirements gathering, design, development, and launch of 6 digital health product customer support site releases and asset updates as project manager, product manager, and business analyst.• Released innovative features to the support site (advanced search capabilities, dynamic ISI trays, message us form), which were used as a proof of concept and later implemented on other Teva product support sites.• Oversaw the digital health inhaler clinical trial app development project and 2 releases of the digital health cloud project from initiation to delivery, while utilizing Agile best practices such as sprints and daily scrum.• Adhered to QMS processes and tracked the approvals of 100+ documents in a heavily regulated GxP industry.• Accurately forecasted and managed budgets totaling over $1 million, never going over budget. Show less

Boston, Massachusetts

• Successfully led the FL AHCA BA Services Program, the Miami After Hours Call Center Program, and the Enterprise Accumulators Program through the SDLC and to completion. Helped lead the MA ACO and BHO EAP Programs. • Defined accumulator end-to-end process future state for 2 legacy systems by identifying scope via charter, reviewing and documenting current state processes and systemic issues, providing leadership with facts to make future state solution decisions, and working with… Show more • Successfully led the FL AHCA BA Services Program, the Miami After Hours Call Center Program, and the Enterprise Accumulators Program through the SDLC and to completion. Helped lead the MA ACO and BHO EAP Programs. • Defined accumulator end-to-end process future state for 2 legacy systems by identifying scope via charter, reviewing and documenting current state processes and systemic issues, providing leadership with facts to make future state solution decisions, and working with different functional areas to establish timelines and implement scope. • Hosted meetings and interfaced with internal and external stakeholders from multiple functional areas to ensure requirements, deliverables, milestone activities, and performance guarantees were met on time as defined by the contract, client requests, and/or project schedule. • Utilized project management tools including the SDLC, RAID log (risk / issue management and mitigation planning), decisions log, meeting minutes, action items log, status report, project schedule (MS Project), RACI, change management process, requirements traceability matrix, charter, SharePoint, workflows (Visio), Excel, PowerPoint, Outlook, WebEx. Show less

101 Huntington Avenue, Boston, Ma

• Successfully managed four ICD-10 Program workstream teams through design, development, testing, and implementation phases of the System Development Life Cycle.• Led weekly meetings with workstream teams and stakeholders to ensure all assets in scope were remediated and made fully ICD-10 compliant by the 10/1/2015 government mandated go-live date.• Developed, monitored, and updated detailed project schedules for each workstream in order to track task statuses, key milestone… Show more • Successfully managed four ICD-10 Program workstream teams through design, development, testing, and implementation phases of the System Development Life Cycle.• Led weekly meetings with workstream teams and stakeholders to ensure all assets in scope were remediated and made fully ICD-10 compliant by the 10/1/2015 government mandated go-live date.• Developed, monitored, and updated detailed project schedules for each workstream in order to track task statuses, key milestone dates, and workstream deliverables.• Provided program leadership with insight into the current state of each workstream by producing and submitting bi-weekly workstream status reports, which detailed key accomplishments, key work in process, upcoming milestone dates, and outstanding risks / issues.• Facilitated risk and issue identification discussions with workstream teams, tracked outstanding risks and issues in their appropriate logs, and worked with impacted stakeholders to develop and execute mitigation strategies for all outstanding risks and issues. Show less

401 Park Drive Boston, Ma

• Coordinated six ICD-10 workstream teams for BCBSMA stakeholders, leadership, enterprise program managers, and the ICD-10 program director.• Provided risk management, administrative, reporting, scheduling, meeting minutes, project planning, business analytics, and monitoring & controlling support to individual workstream areas and the overall program.

Amherst, Ma

Energy, Financials/Real Estate, and Healthcare Sectors • Control sector research team, supervise and instruct junior analyst, and create strategic investment theses in award winning student-controlled $150K portfolio of the University’s endowment capital.• Provide sector-related news, weekly holdings updates, and make predictions based on financial/economic data regarding market movement and securities analysis. • Construct detailed sector-related security reports… Show more Energy, Financials/Real Estate, and Healthcare Sectors • Control sector research team, supervise and instruct junior analyst, and create strategic investment theses in award winning student-controlled $150K portfolio of the University’s endowment capital.• Provide sector-related news, weekly holdings updates, and make predictions based on financial/economic data regarding market movement and securities analysis. • Construct detailed sector-related security reports containing details such as investment rationale, risks, and complimented by an accompanying discounted cash flow valuation and multiples analysis. • Formulate sector-related securities pitches to the Portfolio Manager, Chairman, economics team, as well as all other analysts and decide whether to buy/hold/sell. Show less

Amherst, Ma

• Solicited over $30,000 in donations for the University from alumni and received multiple recognition awards for raising the most revenue and displaying the best caller statistics in a shift. • Demonstrate high emotional intelligence in ability to understand people/situations quickly, build strong rapport, and act persuasively so as to maximize total contributions raised from donors.

75 State Street, Boston, Ma

• Worked and regularly communicated with team members on seven different billable client cases in firm’s forensic accounting, complex litigation, and intellectual property service lines. • Performed detailed research and created analyses on the widespread issue of stock option backdating, the history and evolution of guidance for accounting for stock option grants, and how many companies used different methodologies to recognize stock based compensation expense due to their historical… Show more • Worked and regularly communicated with team members on seven different billable client cases in firm’s forensic accounting, complex litigation, and intellectual property service lines. • Performed detailed research and created analyses on the widespread issue of stock option backdating, the history and evolution of guidance for accounting for stock option grants, and how many companies used different methodologies to recognize stock based compensation expense due to their historical practices of incorrectly accounting for stock options, as disclosed in each companies' restated financial statements. • Demonstrated problem solving and adaptability skills through assisting upper management with client cases by performing an array of analytical tasks including examining voluminous documents from counsel in order to apply APB Opinion No. 25 in selecting the correct measurement dates of specific stock option grants, contributing to an accounts receivable reconciliation analysis, and quality checking multiple work products/analyses. • Had responsibility for constructing, organizing, and continuously managing a case’s document index, which contained over 200 documents received from counsel and descriptions of each document in the index. • Presented assembled work products with accompanying support binders to supervisors and upper management for inclusion in the final report to the client. Show less

Bachelor Of Business Administration, Major In Finance, Financial Analyst Track With Minor Concentration In Economics, 3.84

Activities and Societies: Analyst for the Minutemen Equity Fund, University fundraiser for the UMass Amherst Annual Fund, ExCEL Program.

Education record