Michelle Munger - Scrum Master / Project Manager. Email & Phone Number

Tucson, Az, Us

Kalispell, Mt, Us

Madison, Wi, Us

- Facilitate & participate in scrum ceremonies for multiple teams to provide feedback and metrics. - Familiarize and coach teams and Product Owners on Agile practices and process improvement.- Collaborate with Product Owners and Business stakeholders to plan & prioritize needs.- Successfully collaborated with various Business and Development groups to ensure clear understanding of goals, impact and timelines for multiple large rollouts. Dual AUS, DocuTech, MI Best Practices, Email Notifications, Document Uploads & Experience, eConsent.- Set up dashboards and reporting across teams to coordinate multiple points of development into deliverables.

Tucson, Az, Us

GIS software- Achieved transitioning the GIS team to Agile environment across multiple teams and systems. - Tracking and reporting team metrics to analyze and adjust for team efficiencies.- Familiarize and coach employees on Agile practices.- Collaborate with Product Owners and Business stakeholders to plan & prioritize current & future needs.

In this engaging role, I have accomplished a demonstrated record of success and achievement with a leading service provider of retirement management solutions, successfully earning a promotion to a position of increased influence, authority, and accountability. I collaborate with business stakeholders to author requirements for new and improved product and program features and enhancements, including bug fixes and programs adjustments to maintain compliance with changes in the financial regulatory landscape. I also lead business analyses to estimate the level of effort required for specific enhancements, in addition to working with developers to communicate financial industry standards and methods to guide their work. I examine user stories and acceptance criteria, serving as the foundation for creation of effective test cases; in the course of testing, my documents identified defects for review and follow-up by business and development teams. I work to manage user relationships to identify a test matrix to support cross-platform compatibility. I also author release notes to provide an invaluable resource for internal and external audiences.Selected projects include:– Lead QA Coordinator – Investment Election Redesign: Served as member of four-person team dedicated to driving complete redesign of online user interface for reinvestment elections.– Lead QA Coordinator – Automated System Emails: Collaborated with teammates to implement automated email messages for dissemination to sponsors, advisors, and other stakeholders based on system events.– Lead QA Coordinator – RMD Installments, RMD Age Change: Facilitated project to implement the ability to request Required Minimum Distributions from retirement accounts in installments, in addition to supporting project to adjust the RMD age from 70.5 to 72 in alignment with changes to federal regulations.

As the Trading & Corrections Analyst, I spearheaded the execution of daily trade requests on internal proprietary recordkeeping systems in accordance with strict daily market deadlines. I processed, reviewed, and transmitted files to multiple custodians. I also defined, documented, and enforced trading team procedures and contingency plans. I worked to research and resolve trade rejects, taking all necessary steps to meet tradelines. Selected highlights include:– Oversaw fee processing encompassing approximately 100,000 fee transactions per month.– Tracked update emails received from fund companies, taking steps to reconcile the recordkeeping system to accommodate changes as a result of mergers and liquidations.

London, England, Gb

While working in this capacity, I collaborated with the National Securities Clearing Corporation (NSCC) and mutual fund companies to lead trade error resolutions and manage reject resubmissions as a Series 7 Licensed Account Executive.Selected highlights include:– Supported clients through various settlement processes in addition to coordinating money moves, plan conversions, plan terms, and assistance with client concerns.

Denver, Co, Us

While working as the Director of Business Development, I collaborated with potential clients to promote our reporting solutions portfolio, conduct demos, and negotiate contracts.Selected highlights include:– Educated clients on setup and utilization of proprietary systems to maximize customer satisfaction.