Jon Mauro Email & Phone Number

San Mateo, California, United States

San Mateo, California, United States

San Mateo, Ca

• Build strong and trusted relationships with customers• Perform Coupa Best Practice Assessment (BPA) for customers, identifying areas of user and product adoption of Coupa• Define initiatives as part of a customer’s strategic roadmap• Provide technical recommendations and solutions based on familiarity with customer instance, configurations and integrations• Measure business results through metrics • Provide support on new features which will enhance the customer’s business processes• Drive change management and adoption of related to Coupa spend management• Problem solve non-bug related issues for customers

Baltimore, Maryland Area

• Oversaw forecasting and reporting on operating budget in support of Human Resources, Finance, Procurement, Facilities, Legal and Enterprise Risk Management technology, reducing historical surpluses by enabling the alignment resources with corporate application portfolio modernization efforts• Managed corporate technology vendor relationships, contract negotiations, purchase orders, receipts/accruals, and invoice approvals resulting in greater accountability, cost reductions and improved accuracy of professional service labor forecasts• Monitored project budget performance identifying variances, redistributing resources across the overlying portfolio, and maintaining a balanced budget across multiple cost centers resource allocation• Coached Project Leads on project estimation, providing tools and data that improved the accuracy of project labor forecasts, and• Submitted status reports for group to the General Manager of Technology• Annual budgeting planning and submissions, leveraging historical knowledge of the groups operating budget and expenditures• Provided budgeting input to three-year strategic planning effort, aligning resource needs across the business units supported and their corresponding project road maps

Baltimore, Maryland Area

• Supervised a team of six business analysts, supporting the Enterprise Risk Management’s RSA Archer Enterprise Governance Risk & Compliance (eGRC) platform• Supervised a team of five business analysts, supporting the Legal Department’s Compliance, Data Retention & Discovery, and Policy implementations and maintenance releases• Led the transition RSA Archer platform to Enterprise Support Services, freeing up the team to focus on new development• Led implementation/integration of RegEd’s Xchange platform to facilitate registered representative registrations to FINRA• Reengineered the annual verification & registered representative questionnaire compliance processes on Microsoft SharePoint

Greater New York City Area

• Supervised an onshore / offshore staff of nine quality assurance and business analysts in support of the Investment Advisory Services’ fee-based management and order placement platform projects; V2020 Advisor by Envestnet• Led multi-phase Model Portfolios conversion from V2020 Advisor to Envestnet’s Wealth Management Platform (WMP)• Mentored junior staff members into roles with heightened responsibility to increase project staffing flexibility • Managed vendor relationships through the oversight of design concepts, testing approaches and configuration management • Created annual master project plans, allocating and leveling available resources across all budgeted projects• Designed the user interface work flow to oversee block orders on traded securities and led a project team implementing the stop-limit, good-till-cancel functionality in the global trading module• Developed budget estimates for new multi-vendor integrated fee-based platform and performed application assessments during the vendor selection process

Greater New York City Area

• Directed a staff of eight project managers to consolidate back office applications and gain operational efficiency• Led requirements gathering and design to consolidate commission processing onto a new multi-application platform from three broker-dealer back office legacy systems• Designed a data flow diagram for a new commission platform to integrate six to ten applications and data sources

Greater New York City Area

• Managed underwriting rating system releases; implemented an issue tracking tool resulting in a more efficient prioritization process to address user concerns. Restructured testing procedures ensuring issue stage containment, improved the quality of software releases and reduced incoming helpdesk tickets by 50%• Coordinated the efforts of internal and external programming resources to implement approximately 20 electronic feeds from eight to ten agents. Taught underwriters how to leverage the premium feed to support management reporting. Summarized upcoming feed initiatives in support of the annual budgeting process• Designed enhancements to rate, quote, bind, book and issue premium in compliance with the Terrorism Risk Insurance Act• Organized training and developed user’s manual for divisional employees in 13 U. S., Canadian and the United Kingdom offices

Greater New York City Area

Team Lead, PartnerRe: New Reinsurance Application Project, Zurich, Switzerland, 04/2000 - 09/2001• Spearheaded a global process design effort with the Chief Actuarial Officer (CAO): identified 13 actuarial processes; re-engineered them to meet global standards; and reduced the number of manual actuarial processes through system integration• Led team of four Accenture and client personnel to create global policies and procedures for the Technical Accounting, Actuarial, Client Data, and Risk Management and Retrocession functional areas. Enabled the business with an online support tool for the new reinsurance application and provided users with a single source for all procedural and systems information• Wrote a white paper recommending local and global organizational changes for the Actuarial and Finance CFOTeam Lead, Housing & Urban Development: Management Reports/PIC Project, Washington, D.C., 03/1999 - 03/2000• Reengineered the housing inventory functional area by leading a web based prototyping effort on a Rapid Application Development project meeting all CFO/CIO requirements• Led an analysis and design effort to create management reports that satisfied the reporting needs of the Assistant Secretary of Public & Indian Housing and Director of Field Services, while providing an organizational database framework for future development effortsDesigner/Developer, New York Life Insurance: Strategic Solutions for Life Products Project, New York, NY, 09/1997 -12/1998• Coached new team members on the following languages and tools: COBOL, JCL, ENDEVOR, FILE-AID, and EXPEDITER• Programmed modifications to COBOL source code for the administration of the variable life products• Customized Job Control Language (JCL) reducing the overall length of unit test cycles for all project programmers

Tampa/St. Petersburg, Florida Area

Health Care Financing Administration: Medicare Transaction System Project• Created Data Flow Diagrams and wrote process narratives enabling a successful Joint Application Design workshop• Gathered requirements through the decomposition of COBOL code and conducted peer reviews to produce a system requirements document• Created Use Cases and built Functional Data Views resulting in the on-time delivery of the high level design document

Tampa/St. Petersburg, Florida Area

• Conducted site planning, verification and installation of finance systems at Nations Bank branches and mid-range systems at Allstate offices• Responsibilities included personal computer, file server, controller, and mid-range systems maintenance resulting in high customer satisfaction and the discontinuance/installation of data centers for Nations Bank, Time Warner, and GTE Data Services

Nuremberg, Bavaria, Germany

• Performed testing, troubleshooting, calibration, and repairs of four missile systems utilizing drawings, schematics and program text for multi-systems complexes resulting in the acquisition of digital electronic debugging and programming skills• Held secret security clearance

Bachelor'S Degree, Business Administration, Management Information Systems, 3.75

Missile Systems Electronics Certification