Lisa Wilkinson

Lisa Wilkinson Email and Phone Number

Scrum Master | Project and Vendor Management | Contracts | Risk Mitigation | Process Improvement | Payroll Implementations | Tax Compliance | Management Experience | Strong Collaboration @ Fidelity Investments
boston, massachusetts, united states
Lisa Wilkinson's Location
Merrimack, New Hampshire, United States, United States
About Lisa Wilkinson

Results driven certified Scrum Master, project and vendor manager, implementation team lead, manager and business analyst with expertise in the payroll outsourcing and financial services industry. Proven success partnering with critical vendors and business partners, including Risk and Compliance, to achieve business goals. Demonstrated ability to manage teams through periods of significant growth and changes in strategy. A strong and proud collaborator with exceptional written and verbal communication skills.

Lisa Wilkinson's Current Company Details
Fidelity Investments

Fidelity Investments

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Scrum Master | Project and Vendor Management | Contracts | Risk Mitigation | Process Improvement | Payroll Implementations | Tax Compliance | Management Experience | Strong Collaboration
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Lisa Wilkinson Work Experience Details
  • Fidelity Investments
    Scrum Master
    Fidelity Investments Jun 2022 - Present
    • Facilitate Scrum meetings: daily, sprint planning, backlog refinement, sprint reviews and retrospectives.• Onboard project members and introduce to Scrum framework. • Monitor project progress and provide timely feedback.• Ensure a culture of agility, learning and continuous improvement.• Coach and servant leader, generating healthy dialogue and team-based decision making.• Partner with technical product owners and product leaders to ensure goals achieved.
  • Fidelity Investments
    Project Manager – Vendor And Payroll Operations
    Fidelity Investments Sep 2013 - Jun 2022
    • Mitigated risk in an environment demanding zero defects for Payroll, Treasury and Tax teams. • Managed all operational vendor management activities for two critical vendors, generating over $4B in tax payments annually, greater than $100K tax returns and distributing more than 1M pieces annually.• Managed vendor performance and held accountable to Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).• Ensured contract renewals were within budget targets with no interruption in service.• Partnered with Application Support on vendor-related code installations and daily incident management.• Managed projects in support of key initiatives for the business, including data conversions and acceptance testing.• Maintained strong rapport with business, risk, compliance, and technical partners.• Delivered outstanding service to Payroll Implementations and Operations, Treasury, Tax and Compliance partners.
  • Fidelity Investments
    Tax Manager, Small Market Payroll
    Fidelity Investments Oct 2011 - Sep 2013
    • Partnered with Technology Team to stand up in-house payroll tax application after purchasing source code from large tax vendor.Oversaw in-house tax application, generating $4B in tax payments annually, with no notable issues or risks to the firm. • Managed team of Senior Business Analysts responsible for compliance monitoring, analysis, testing and implementation of critical payroll tax payment and filing rules.• Led full transition of tax application back to payroll tax vendor, resulting in significant cost savings.

Lisa Wilkinson Education Details

Frequently Asked Questions about Lisa Wilkinson

What company does Lisa Wilkinson work for?

Lisa Wilkinson works for Fidelity Investments

What is Lisa Wilkinson's role at the current company?

Lisa Wilkinson's current role is Scrum Master | Project and Vendor Management | Contracts | Risk Mitigation | Process Improvement | Payroll Implementations | Tax Compliance | Management Experience | Strong Collaboration.

What schools did Lisa Wilkinson attend?

Lisa Wilkinson attended Southern New Hampshire University.

Who are Lisa Wilkinson's colleagues?

Lisa Wilkinson's colleagues are Tim Wallin, Amanda Hegge, John Curtin, Cfa, Debbie Mueller, Andrew Watson, Scott Mcintire, Survi Kumari.

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