Jeff Terlinden Email & Phone Number

Cincinnati, Ohio, United States

Owner of the enterprise portfolio processes and strategic portfolio management tool to support senior leaders, portfolio managers and 200 users to improve decision-making and prioritization. Leading a team of 4 plus vendor resources. » Implemented the portfolio hierarchy language into everyday vernacular, created lifecycle phases or tollgates, established best practices for portfolio activities, and defined roles with levels of accountability.» Facilitated the contract execution and… Show more Owner of the enterprise portfolio processes and strategic portfolio management tool to support senior leaders, portfolio managers and 200 users to improve decision-making and prioritization. Leading a team of 4 plus vendor resources. » Implemented the portfolio hierarchy language into everyday vernacular, created lifecycle phases or tollgates, established best practices for portfolio activities, and defined roles with levels of accountability.» Facilitated the contract execution and implementation of a Strategic Portfolio Management tool with 200 users. Show less

Cincinnati, Ohio, United States

Accountable for the program’s operating model, value delivery and keeping key issues and decision-making at the forefront of the leadership agenda. Specific focus on Stakeholder Management, Risk Management, the establishment and ongoing facilitation of an effective Governance structure and partnership.» Developed an annual cadence for strategy cascades and governance to improve communication internally and externally of the program.» Led a program of 90 cross-functional team members… Show more Accountable for the program’s operating model, value delivery and keeping key issues and decision-making at the forefront of the leadership agenda. Specific focus on Stakeholder Management, Risk Management, the establishment and ongoing facilitation of an effective Governance structure and partnership.» Developed an annual cadence for strategy cascades and governance to improve communication internally and externally of the program.» Led a program of 90 cross-functional team members and 9 customer-facing applications with direct revenue impact. Show less

Cincinnati, Ohio, United States

Led, coached, and trained others through an organizational transformation focused on business, product, and software development practices and processes. Led a team of 11 associates and 3 strategic vendors.» Key leader in three transformations: Product Development transformation from waterfall to Scaled Agile Framework (SAFe), Global eCom transformation to Worldpay’s SAFe model, and a Technology Tooling Transformation.» Delivered a program strategy to migrate 5,000 global associates… Show more Led, coached, and trained others through an organizational transformation focused on business, product, and software development practices and processes. Led a team of 11 associates and 3 strategic vendors.» Key leader in three transformations: Product Development transformation from waterfall to Scaled Agile Framework (SAFe), Global eCom transformation to Worldpay’s SAFe model, and a Technology Tooling Transformation.» Delivered a program strategy to migrate 5,000 global associates onto two tools across product and engineering functions. Owned and managed Broadcom’s Clarity and Rally platforms to support the functions.» Successfully pivoted the Lean-Agile Center of Excellence operating model (team and structure) to support 2,500 global colleagues. Show less

Cincinnati, Ohio, United States

Led a team of 6 responsible for aligned of strategic priorities to annual OKRs, planned and monitored budget & capacity to support Product roadmaps, ensured alignment to our agile delivery model in Scaled Agile Framework (SAFe), executed our communications plan, and applied governance standards. Oversaw programs on leadership development through internships, future leadership development programs and campus recruiting.» Re-engineered Portfolio Management tool that support $270M funded… Show more Led a team of 6 responsible for aligned of strategic priorities to annual OKRs, planned and monitored budget & capacity to support Product roadmaps, ensured alignment to our agile delivery model in Scaled Agile Framework (SAFe), executed our communications plan, and applied governance standards. Oversaw programs on leadership development through internships, future leadership development programs and campus recruiting.» Re-engineered Portfolio Management tool that support $270M funded projects and 4,000 users by reducing open projects by 50%, non-active resources by 70%, and failed transactions by 82% through process standardization and governance.» Designed and implemented a Lean-Agile Center of Excellence operating model to support 800 US based colleagues. Show less

Cincinnati, Oh

Led, coached and trained others through an organizational transformation by applying agile delivery model called Scaled Agile Framework (SAFe) which focuses on business, product, and development practices/processes.» Conceived and drove an enterprise-wide cadence from preparation through execution where 350 attendees collaborated at a 2-day session to plan development efforts for the upcoming quarter.» Trained and coached multiple levels of leadership in SAFe Framework

Cincinnati, Oh

Responsible for the initiation, planning, and delivery of work across IT functions. Facilitated program/train level processes and execution while driving process improvement, and coached teams on Agile framework. Led and managed 9 direct reports.» Created and executed an in-take model leveraging relative sizing estimation, departmental approvals, and transparency status of the request end-to-end.» Delivered program level tracking sheet for management to quickly identity blockers… Show more Responsible for the initiation, planning, and delivery of work across IT functions. Facilitated program/train level processes and execution while driving process improvement, and coached teams on Agile framework. Led and managed 9 direct reports.» Created and executed an in-take model leveraging relative sizing estimation, departmental approvals, and transparency status of the request end-to-end.» Delivered program level tracking sheet for management to quickly identity blockers and risks Show less

Blue Ash, Oh

Led global cross-functional teams to deliver mobile technology for Citi Group consumer and payment globally. Managed 2 direct reports who were project managers..» Planned and led a new version of the global mobile application with year 1 funding of $17M and over 220 global team members that successfully delivered incremental value as planned. Delivered first global mobile application for US and UK banking and credit card customers.» Implemented a scaled agile model and coached teams to… Show more Led global cross-functional teams to deliver mobile technology for Citi Group consumer and payment globally. Managed 2 direct reports who were project managers..» Planned and led a new version of the global mobile application with year 1 funding of $17M and over 220 global team members that successfully delivered incremental value as planned. Delivered first global mobile application for US and UK banking and credit card customers.» Implemented a scaled agile model and coached teams to improve quality and delivery while allowing flexibility. Show less

Cincinnati, Oh

As part of the Enterprise Delivery Office, led cross-functional teams to execute prioritized strategic and transformational initiatives.» Led the implementation of Salesforce.com which enabled 600 users and integrated with key internal systems.» Delivered a complex conversion program for largest merchant client with projected revenue of $1.2M.» Implemented HP Project & Portfolio Management application in 72 days to 500+ users.

Cincinnati, Oh

Overview of Role: Responsible for the performance management and development of associates, ensured integrity and execution of business processes, and consistently met service level standards.Successes: • Led and motivated two teams with a total of 18 associates who were responsible for applying premium payments for life insurance policies and problem resolution• Realigned work assignments which reduced request backlog, increased process efficiency and improved service level… Show more Overview of Role: Responsible for the performance management and development of associates, ensured integrity and execution of business processes, and consistently met service level standards.Successes: • Led and motivated two teams with a total of 18 associates who were responsible for applying premium payments for life insurance policies and problem resolution• Realigned work assignments which reduced request backlog, increased process efficiency and improved service level results by 20% Show less

Covington, Ky

Overview of Role: Performance management with timely feedback, created and executed strategic vision, allocated resources to meet volume demands, and monitored department goals in meeting service level agreements. Managed a $2M global budgetSuccesses:• Led a team of 11 associates who worked directly with external clients, updated internal business partners, and provided support to offshore team• Conceived and delivered a stream-lined process which reduced financial costs and… Show more Overview of Role: Performance management with timely feedback, created and executed strategic vision, allocated resources to meet volume demands, and monitored department goals in meeting service level agreements. Managed a $2M global budgetSuccesses:• Led a team of 11 associates who worked directly with external clients, updated internal business partners, and provided support to offshore team• Conceived and delivered a stream-lined process which reduced financial costs and decreased cycle time• Created an incentive program which reduced a backlog resulting in meeting customer deadlines Show less

Covington, Ky

Overview of Role: Led diverse teams on product development and process improvement projects and served as the liaison between the business/IT systems. Trained in Six Sigma (Black Belt), continuous improvement (lean), and change management.Success:• Led a $1.2M automation project between cross-functional groups to help improve quality and accuracy• Increased productivity and protected revenue by removing 10.2% of non-essential work• Organized ten cross-functional teams to… Show more Overview of Role: Led diverse teams on product development and process improvement projects and served as the liaison between the business/IT systems. Trained in Six Sigma (Black Belt), continuous improvement (lean), and change management.Success:• Led a $1.2M automation project between cross-functional groups to help improve quality and accuracy• Increased productivity and protected revenue by removing 10.2% of non-essential work• Organized ten cross-functional teams to document a 101-step process resulting in 14 collaborative projects• Identified 14 improvement opportunities, created 7 measurements, and redesigned the sales process to reduce pain points in an external vendor relationship and recommended a future partnership model Show less

Covington, Ky

Overview of Role: Performed modeling and analysis of prospective and existing clients ($2.5M to $100M) to determine pricing points. Success:• Defined the process and created the fee points for the payroll service by benchmarking competitors and recommending fee points based on product strategy, and created a user friendly tool with built in control mechanisms. This assisted the organization in doubling the previous year’s revenue of $6M• Identified trends and best practices… Show more Overview of Role: Performed modeling and analysis of prospective and existing clients ($2.5M to $100M) to determine pricing points. Success:• Defined the process and created the fee points for the payroll service by benchmarking competitors and recommending fee points based on product strategy, and created a user friendly tool with built in control mechanisms. This assisted the organization in doubling the previous year’s revenue of $6M• Identified trends and best practices to enhance the company’s ability to make sound business judgments to continue the division’s aggressive growth, profitability, and retention goals. Show less

Covington, Ky

Overview of Role:Led cross-functional teams, consulted with clients on the design of plan documents, and participated in sales presentations to potential new clients. Success:• Successfully implemented over 75 complex defined contribution plans and payroll services totaling $513M in assets with over 25,600 employees/participants.• Chosen by management to develop the process for Fidelity’s new payroll service in the market segment and drove continuous process improvement.

Blue Ash, Oh

Cultivated, developed, and maintained High Net Worth client relationships by providing sales investment consultation and promoting account features, products, and services.

Securities broker for individual and institutional brokerage accounts who advised new and existing clients on investment portfolios and recommended investments.

Master Of Business Administration, Business

Bachelor Of Arts, Economics And Business Administration

Activities and Societies: • Co-op of the Year: Honorable Mention • Dean’s List

Bachelor Of Arts, Business Administration

Activities and Societies: • Lambda Chi Alpha • Dormitory Council: Secretary

Diploma, College Prep

Activities and Societies: Trainer for Football and Basketball teams