Mark Stolberg Email & Phone Number

Boston, Ma / Remote

Leader, Operations Program Management (2021-Present)Program Manager, Portfolio & Project Management (2020-2021)Process Excellence Consultant (2018-2020)Program Manager, Operational Readiness (2016-2018)• Define, procure, and implement an entire Project and Portfolio Management (PPM) system which will improve the efficiency and effectiveness of our project and performance delivery across all of Operations.• Drive change to support the rapid growth of Homesite through the creation and direction of proper program and project management methodologies across the Operations portfolio.• Implement technologies new to Homesite such as Robotics Process Automation (RPA) as part of a broader Intelligent Automation (IA) program which reduced expense and increased accuracy of our Back Office processing.• Build cross-functional teams and advocacy to drive the implementation of multiple corporate initiatives.• Designed reporting processes and secured executive-level support which reduced overall issues from hundreds to tens and brought efficient focus to IT turnaround time.

Remote

Merrimack, Nh

• Improved the financial strength and operational efficiency by providing the operational leadership to deliver proper administrative and reporting procedures, processes and systems.• Developed training materials and drove the execution of company KPIs across all levels of the organization.• Collaborated with the CEO and the executive team on creating and aligning high-level objectives with tactical action plans.• Engaged with IT to develop a new project intake process and formal Steering Committee governance.

Portsmouth, Nh / Boston, Ma / Remote

Director, PMO-Strategy & Innovation, 2014-2015• Manage a team to deliver on all IT, strategy and analytic needs across a portfolio of Strategy and Innovation projects.• Create and deliver cross functional improvements such as project management development training.• Review external vendors for potential technology integration across Innovation projects and present recommendations to projects teams and management.• Define and develop all technology needs for the Innovation group and partner with IT and various development teams to deliver and implement final operational solutions.• Consult with all lines of business on multiple operational directives to align strategic and operational goals for senior leadership.Manager, Strategy & Innovation, 2012-2014• Drove development of new service offerings to bring Strategy & Innovation projects from concept to pilot.• Negotiated with senior management in product lines, IT, marketing, external vendors and other stakeholders to agree on project scope, budget, and plan.• Developed and coordinated technology rollouts with IT and Telephony groups for multiple pilot programs.• Designed business cases, project plans, and user stories which outlined new opportunities for growth and value creation and built consensus and support to approve pilots.Manager of Special Projects (Business PMO and IT), 2010-2012• Execute on all aspects of project management of large scale ($1M+) projects including scope/requirements definition, project funding, cost/benefit analysis, change management, user acceptance testing and communication.• Drove the transition from Waterfall to Agile development as a Product Owner.• Eliminate roadblocks and “scope creep” between business and technology across the portfolio of projects ($1.7M).• Designed and implemented an interactive Cognos tool which delivers operational metrics to improve performance and highlight opportunities within the business line.• Earned Gold Bravo Recognition Award.

2007-2010: State Street, Vice President2006-2007: Investors Bank & Trust, Senior Business ConsultantState Street: Business Support & Development• Managed a group of 2-10 Business Analysts, Developers and Contractors that implemented business and technological solutions with corporate-wide impact to facilitate business strategies, mitigate risk, standardize core processes, and result in the propagation of best practices.• Led and motivated 5-7 cross departmental, global business committees to facilitate consensus and resolutions throughout the project development lifecycle and for process re-engineering projects.• Managed large-scale Mutual Funds client conversion that resulted from the State Street/Investor’s Bank merger and from newly acquired business. Led meetings between all internal groups involved with the conversion.• Redesigned process methodologies through the application of Lean Six-Sigma re-engineering to achieve operational excellence and streamlined current procedures.• Product manager of an in-house Derivatives Processing Application that handled trade capture and processing, income processing, valuation, reporting, and general ledger account posting of Swaps, Options and Futures.• Prepared and/or reviewed Business and Systems Requirements documents and user guides.• Completed all training for the LEAN Process Re-Engineering.• Earned Performance Excellence Award at State Street Corporation, 2008.Investors Bank & Trust: Business Support & Development• Built subject matter expertise around Alternative Investments and derivative financial products.• Implemented 5 large-scale projects and over 20 product releases through all stages of the product development lifecycle.• Produced detailed Business and Systems Requirement Documents consisting of process flows, logical system rules documents, data dictionaries, translation tables, logical data models, user interface screens, and user security access schemes.

Commercial Lines Division• Identified the key business metrics of the Workers Compensation program and delivered monthly production of metrics packages to senior management and the CEO which focused the efforts of the operational unit.• Managed the relationship between Electric Insurance and the GE customer base regarding Workers Compensation and customer-facing requests.• Built a precise departmental budget which included outsourcing partners and over $60 million of claims.• Consulted with the VP Workers Compensation and their team on managing their budget and reducing costs.• Interfaced across multiple departments to meet the objectives of cost containment, metric derivation and root cause resolution.

2003-2004: Financial Analysis Consultant2000-2003: Project/Process Consultant2000-2000: Quality Assurance Manager1998-2000: Project Manager1996-1998: Business Analyst• Researched and managed key financial and operational measures across the organization.• Consulted with operating managers on periodic performance and operational improvements to bring costs and revenue within 1% of forecast.• Developed models and processes to shift financial reporting from a monthly to a quarterly focus, meeting market analysts’ expectations.• Standardized and automated periodic management reporting to eliminate manual errors and reduce turnaround time by 50%. • Implemented online measurement utility and developed targets across 200+ client team units to reduce cost and improve operational efficiency by 15% per year.• Implemented innovative testing methodologies to new teams which reduced work time by 40%.• Directed the workload of 10-15 associates across multiple projects with 100% retention.• Achieved 100% on-time deliverables to earn the trust and confidence of our clients.• Nominated for and graduated from the Hewitt Associates’ Project Management Leadership Program for executives.

1994-1996: Credit Operations Analyst1992-1994: Collections Analyst• Analyzed financial information to drive down delinquency and receivable balances.• Eliminated all overtime by restructuring month end closing procedures and policies.• Coordinated departmental budgets and expense analysis reports for the corporate credit division.• Implemented and improved original productivity standards to streamline and reduce base work hours and to increase performance by 20%.• Forecasted and consolidated the bad debt write off, bankruptcies and provisions for 60+ multi-state stores.• Earned “Top Associate of the Month” award for 3 months in a highly competitive environment.

Mba, Analytical Finance, Finance, Marketing

Bs, Industrial Management