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Creates and maintains the strategic partnership between business needs and technology delivery in an incremental, iterative fast-paced Agile development/IT environment. Responsible for delivering business requirements and related business rules based on business group needs. Works closely with the business partner and business subject matter expert(s) in the definition, training, testing, implementation, and support of functional requirements. Identifies requirements via standard analysis techniques such as data flow modeling, workflow analysis, and/or existing system documentation or procedures.
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Experience ManagerIbm Nov 2021 - Aug 2023Armonk, New York, Ny, UsIBM Research, MIT-IBM Watson AI Lab Research, IBM Think Lab• Acted as first impression for clients, IBMers, and visitors to the MIT-IBM Watson AI Lab on the campus of Massachusetts Institute of Technology University. Responsible for building a Lab ecosystem to fulfill the E2E client experience• Supported & holistically lead the experience strategy efforts through Insight, Idea, and Impact to uncover customer insights, define a strategy to innovate the customer experience, and create a roadmap to guide the execution of the strategy -
Engagement Manager - Strategic Business Developer & Business Analyst In Intelligent AutomationAlzone Software Pvt. Ltd. Oct 2019 - Dec 2021Thiruvananthapuram, Kerala, In• Act as advisor and guide to US customer strategic engagements to develop and implement Intelligent Automation solutions (Robotic Process Automation, Machine Learning and Artificial Intelligence strategies)• Demonstrate the ability to configure a Center of Excellence or a Shared Services platform; for the purpose of designing and delivering an RPA end-to-end solution (i.e., Blueprism, UiPath, Automation Anywhere and NICE)• Utilized design thinking methods to lead operational & technical teams thru client training workshops for the purpose of identifying and assessing business requirements, functional designs, process designs (including scenario designs & flow mapping), prototyping, testing, and defining support procedures -
Enablement ManagerWonderbotz Llp Mar 2019 - Oct 2019Princeton, New Jersey, Us• Provided general maintenance to existing client automations and their automation platform identifying current As-Is infrastructure issues, poor process definition best practices and/or lack of advance training techniques• Supplied new & existing clients with pre-built RPA solutions (To-Be) for their day-to-day operational responsibilities associated with maintaining Blue Prism, UiPath or Automation Anywhere across their enterprise• Partnered with both Operations & IT teams to ensure the scope of the business needs were defined and product requirement were completed in the necessary Blue Prism/UiPath documentation format used to capture requirements (i.e., RFQ, PDQ, ODI, etc.) -
Assistant Vice PresidentState Street Aug 2017 - Oct 2018Boston, Massachusetts, UsInvestment Management Services - Global Client Solutions• Directly reported to the EVP of the PMO; organized, managed and drove the development of new business and client relationships in North America (i.e., Asset Managers, Asset Owners, and Insurance Companies)• Helped drive over $20MM in new business, providing a transformative effect on various large cap clients' business• Spearhead the standardization of best practices for the delivery of client onboarding -
Program/Project ManagerState Street Jul 2016 - Jul 2017Boston, Massachusetts, UsInvestment Management Services - Performance and Analystics
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Business System AnalystTd Jul 2015 - Feb 2016Toronto, Ontario, CaClient: TD Bank (Toronto Dominion Bank) - America's Most Convenient BankRisk & Compliance, Business Intelligence, Information Management -
Business System AnalystTd Jul 2015 - Feb 2016Toronto, Ontario, Ca
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ConsultantPcg Advisory Services Jul 2014 - Jan 2015London, Gb -
Sr. Business Analyst ConsultantState Street Sep 2012 - May 2013Boston, Massachusetts, Us
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Senior Business Analyst ConsultantBanco Santander Feb 2011 - Jul 2012Boadilla Del Monte, Madrid, Es• Managed the General Ledger database change control process, gathered end-to-end user requirements into As-Is & To-Be documents, and delivered directions to IT on Operational priorities.• Led a team of 10 (BA’s, QA’s & PM) for the implementation of the General Ledger Adjustment Application (Web-Based Manual Application) managing the human capital while leading an enterprise-wide data migration project• Developed, coordinated, and implemented all training procedure manuals for General Ledger Adjustment Application systems (TreeGL and CAD); and facilitated training to over 600 operational users• Implemented and optimized payment system Fiserv, ensuring compliance with industry standards and improving transaction processing efficiency -
Global Trade Settlements Associate - Implementation AnalystState Street Global Advisors Sep 2007 - May 2010Boston, Ma, UsManage and maintain Foreign Exchange (MT300) reconciliation process to various global accounting systems (RKS & PMIS) for SSgA trading desk.
Jason Phillips Skills
Jason Phillips Education Details
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Boston College Carroll School Of ManagementFinance And Financial Management Services -
Boston CollegeFinance And Financial Management Services
Frequently Asked Questions about Jason Phillips
What is Jason Phillips's role at the current company?
Jason Phillips's current role is Client Experience Manager passionate about Digital Transformation, RPA & AI | RPA Business Analyst, Project Manager of AI & Machine Learning | Business Developer | Strategic Operations Implementer | Ex-IBM Research AI.
What is Jason Phillips's email address?
Jason Phillips's email address is ja****@****ibm.com
What is Jason Phillips's direct phone number?
Jason Phillips's direct phone number is +161723*****
What schools did Jason Phillips attend?
Jason Phillips attended Boston College Carroll School Of Management, Boston College.
What skills is Jason Phillips known for?
Jason Phillips has skills like Management, Visio, Equities, Microsoft Excel, Bloomberg, Financial Analysis, Access, Business Analysis, Powerpoint, Process Improvement, Financial Services, Strategy.
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