Melissa Franks Email & Phone Number

Founder of a boutique advisory firm providing project and fractional COO support to B2B small business companies.Strategy Development: Facilitate refinement of mission, vision, values, business objectives and organizational/operational design to support targeted funding and/or exit strategy.M&A: Establish post M&A operational approach and plans and implementation; provide hands on due diligence support including preparing for bidder presentations and negotiations of deal sheets.Advisory Services: Operate in an on-call capacity so that senior leadership and advisors can obtain actionable guidance as the business situations arise.Fractional/Part-time COO: Step into the leadership team as the Operations leader. Manage the team, day to day activities, processes and projects; scale business operations to support growth; identify efficiency/productivity opportunities; support the Founder/CEO as needed to achieve growth targets.Board & Investor Advisory: Ensure compliance with deal sheets; establish corporate rigor to ensure that there is a timely return on investment.

San Francisco, Us

STRATEGY: Develop strategic plan and operational execution plan by quarter.COMPLIANCE: Establish systems, processes and policies to ensure adherence to investor and regulatory body requirements. State & Government agency process for incentives & rebates, investor reporting requirements, etc.FINANCIAL MATURATION: Develop and publish reporting, build plan and associated budget including revenue pipeline and future funding rounds. Valuation, Stock Option Grants, Cap Table management, etc.Performance Metrics: Establish 2024 targets and associated metrics for employees and CModel at large. Align operational plans to drive to achievement of metrics, build regular reporting, tracking and model adjustments as needed.INTERNAL PROCESSES: Payroll, Employee Life Cycle, Vendor/Freelancer Management, Asset Managment, Invoice Management, Contract Management

Leading a group of companies whose main objective is automating and digitalizing life insurance processes simplifying the end-to-end processes for agents, lenders and insurance clients.

Unterföhring, Bavaria, De

Lead 45 direct/indirect reports across USA, Mexico, Romania, and India to deliver Infrastructure and Information Security in 200-employee shared services entity supporting 8500 employees in 13 Allianz N. America operating entities (OEs). Control $72M budget. Report to CEO, Allianz Tech of America.EXECUTIVE ENGAGEMENT: Establish trusted relationships with Allianz Tech N. America. Present quarterly at Allianz N. America Board meetings. Member of Allianz Life Information Security Steering Board.STRATEGY DEVELOPMENT: Co-develop operational risk maturity strategies, delivery and sourcing models, and execute company planning activities.ALLIANZ CORPORATE / ALLIANZ N. AMERICA BOARD MEETINGS: Meet monthly with Allianz corporate Global COO and quarterly with corporate C-suite executives. Attend/present at multiple Allianz N. America OE board meetings.FUNCTIONAL LEADERSHIP: Supervise Sourcing, Procurement, Vendor Mgt, PMO, Asset & Configuration Mgt, IT Service Operations, Customer Mgt, Security Governance (ISO), Organizational Mgt, Real Estate, and Service Strategy & Catalog.CUSTOMER ENGAGEMENT: Act as executive Point of Contact to Allianz N. America OEs customer decision-makers.KEY PERFORMANCE INDICATORS (KPIs): Drive Key Performance Indicators (KPIs). From 2020 to 2021, reduced toxic asset count 75% and unrecovered income by 15%.INFO SECURITY GOVERNANCE: Oversee Information Security Governance including security risk and PCI compliance.TEAM LEADERSHIP: Supervise 8 direct reports (CISO and heads of PMO, Procurement, License Mgt., Configurations Mgt., Asset Mgt., Service Operations (ITSM), Organizational Design Mgt., Service Portfolio) and 35+ indirect reports.VENDOR MGT & NEGOTIATIONS: Oversee vendor performance and negotiate terms.COVID EMERGENCY / REMOTE OPERATIONS: Achieved remote status for 3 call centers staffed by 3000 personnel in 2 days; additional 5500 non-call center employees were remote in 2 weeks.

Unterföhring, Bavaria, De

Supervised 3 direct reports to deliver account mgt., organizational mgt., corporate communications, and service catalog/pricing for 13 Allianz N America entities. Directed service strategy, design, and service lifecycle management in alignment with corporate standards. Managed organizational structure, process landscape, and staffing as company grew from 120 to 200 employees. Reported to COO.FUNCTIONAL LEADERSHIP: Led annual planning & forecasting, contracting oversight, intranet design and implementation including content, large format meetings (townhalls), in-person off-sites, informal gatherings, and cross-N America entities communication (newsletters, announcements, and more).INFORMATION SECURITY SERVICES STRATEGY: Established rapport with large, demanding internal Allianz N America customer to define service descriptions, pricing, and KPIs for suite of information security services valued at $10M annually.

Unterföhring, Bavaria, De

Led 4-member internal communications team to support CIO special projects and initiatives. Oversaw all communications from IT to organization and coordinated work and deliverables across IT functions. Established trusted relationships and liaised between CIO and HR, Finance, other corporate functions, and parent company. Reported to CIO Allianz Global Corporate & Specialty.INTERNAL IT COMMUNICATION STRATEGY: Developed communication materials with Town Hall materials, global email and Intranet content, newsletters, sr executive updates, and presentations to establish internal IT communication strategy.GLOBAL IT STRATEGY & COMMUNICATIONS: Co-developed Global and Regional IT Strategic plans and co-implemented Global IT Strategy and Communications practice with team members in USA, UK, and Germany for businesses in 31 countries.ANNUAL BUDGET: Partnered with IT Financial Planning & Analysis team to create IT annual budget of €250M annually.FIREMAN’S FUND MERGER ORG DESIGN: Instrumental in generating accelerated 3-month IT organizational design project to merge Fireman’s Fund and Allianz Global Corporate and Specialty (AGCS) teams creating new and eliminating redundant roles.MERGER IT TRANSFORMATION: Led analysis/proposal development to harmonize technology systems across Fireman’s Fund and AGCS. Gained Board approval for 4-year, €250M IT transformation program.DATA SPLIT: Motivated Fireman’s Fund IT teams and oversaw efforts to separate personal insurance and commercial insurance data and applications required by acquiring company. Within 18-month timeline, successfully split information with high quality results.ALLIANZ TOP TALENT PROGRAM: Selected for year-long Allianz corporate advanced training program. With team, co-launched new farming product enabling full digitization of insurance value chain. Successfully pitched to Allianz Australia and Allianz Africa.

Novato, Ca, Us

Supervised 5 consultants and up to 50 dotted line reports to support sale of Personal Insurance business and ensure IT systems would operate following transaction. Created presentations and status updates and liaised with parent holding company.

Novato, Ca, Us

Novato, Ca, Us