In light of the rapidly evolving, global business environment, stable and visionary leadership is needed in order to drive intelligent growth, while navigating complex challenges and shifting market environments. I've dedicated my career in creating and executing major initiatives that consistently streamlines operational efficiency, optimizes multimillion dollar budgets, drives product innovation, while cutting overall costs. I've been entrusted with multiple leadership roles, from Product Owner/Manager, Business Analyst, Project Manager, to Designer, Development Director, Interdepartmental Liaison, and Strategic Consultant. I leverage dynamic leadership, collaboration, key problem-solving and analytical skills to devise effective innovative technical solutions that spearhead performance and also evaluate the client experience. I consider it a privilege to raise the standard of excellence in my roles and I am committed to empowering future leaders through engaging training, coaching, mentoring, and professional development opportunities.Areas of Expertise• Executive Strategy & Leadership• Business Transformation & Innovation• Operations & Change Management• Strategic Planning & Execution• Full Life Cycle Project Management• Cross-Functional Team Leadership• Product Development & Launch• Continuous Process Improvements• Business Analysis (BA) • Operational Efficiency & Effectiveness• Issue Identification & Resolution• Software-as-a-Service (SaaS) Solutions• Key Performance Indicators (KPIs)• Agile Methodologies & Best Practices• Process Engineering & Implementation• Client Relationship Management (CRM)• Business Requirements & Documentation• Training, Coaching, Mentoring• Product ownership and roadmap I am a curious, lifelong learner with a thirst for growth, knowledge, understanding and a passion to apply that to my work. I have traveled extensively, allowing me to learn about many cultures and become fluent in Spanish, which enables me to communicate and collaborate effectively with diverse and global teams. I am a relentless advocate for how we work better together, excellent customer service, UX and team collaboration to drive exceptional relationships between people, data, technology and process.When I'm not driving organizational performance, playbooks or product roadmaps, you can usually find me playing pickleball, reading, at toastmasters or dreaming up new projects with family and friends.I am always looking to expand my professional network or education. Please feel free connect with me through this platform.
Msight Consulting
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PresidentMsight ConsultingTexas, United States
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Independent ConsultantMsight Consulting Jan 2024 - Present-Working with major PE firms to drive strategic legal, compliance, accounting and operations projects-Small business buyer and consultant to grow small businesses into operations -SMB Valuations services -SMB Succession and exit planning services to help owners exit with better outcomes
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Director Strategic Initiatives And Platform Architecture And InnovationTpg Sep 2015 - Jun 2023San Francisco, California, UsProduct manager, designer, cross-functional team leader, and development director for deal and entity lifecycle management applications/processes, including managing all aspects of prioritization, process design, integrations, functionality, normalizing and structuring data for reporting, compliance walls, onboarding new business units, new functionality, security, automations, UAT and UX for 30k+ deals and 7000 entities PM, BA, process and strategic consultant for a ~1000-person company’s strategic initiatives that spanned existing (5) and new business lines, 20+ sectors, 25+ functional teams and 10+ global office locations.Projects included:-Led several workstreams for new ERP and GL implementation, including vetting potential platforms and vendors, E2E process documentation across teams, designing new process flows, migration, issue resolution, etc.-Enterprise roles/security design/implementation-Vendor management-Legal document management-Assisting compliance control room on variety of integration projects-GDPR project manager-Various AP system projects/reviews/process documents and spend evaluation -People management system/process/data E2E evaluation and reporting Promoted from senior manager as skills grew and expanded to more strategic areas and across technology. -
Business Project ManagerFidelity Investments Sep 2013 - Sep 2015Boston, Ma, UsResponsible for program and project management of fee-related disclosure, transparency and vendor bench-marking programs. Lead Plan Sponsor Fee Disclosure governance and steering committee. Drive results-oriented projects across more than 20 independent processes and teams. Control and coordinate legal template updates across all assigned programs. Develop and deliver training and on-going support model for 400+ relationship managers and others across 5 market segments to support fee and pricing initiatives. Drive solutions among competing stakeholder needs while working within legal, regulatory, budget, business limitations and requirements, reporting to the VP of Client Consulting and Deployment.Key Achievements: 1. Designed and managed process and deployment of third-party bench-marking reports to all impacted partners and teams across 400+ associates - Drove scalable on-going delivery of over 300 data elements to vendor securely and accurately. - Lead process design to request, track and report results on reports. - Created integrated web-page so associates could easily find answers related to process, reports and data.2. Directed end-to-end Fee Transparency report enhancement project which: - Streamlined 5 reporting views to one dynamic template. - Scaled the availability to 22,000+ WI DC clients, reducing manual production by 90%. - Cut Fee Transparency production time by 50%+. - Drastically improved the look and feel of Fee Transparency report.3. Managed roll-out of the Voice of the Associate Innovation Program to 781 associates across Sales and Relationship Management, resulting in a new WI wide “champion” role. 4. Developed and delivered customized training for enhanced Fee Transparency and other pricing/fee initiatives that included a self-service internal resource site, 10+ training videos, customized training by market and recorded sessions. -
Manager, Operations AnalysisFidelity Investments Jun 2011 - Sep 2013Boston, Ma, UsCreated improvement projects for Fee Disclosure program that increased scale, efficiency, standardization and ensured regulatory compliance. Produced corrected disclosure statements for exception plans. Implemented new bench marking process with outside vendor. Promoted from Fee Disclosure Analyst while reporting to the VP of Business Analysis.Key Achievements:• Managed and designed the automation of 408(b)2 change notices, resulting in 1000+ fewer manual monthly letters, increasing our team’s capacity by 500+ hours/month.• Directed and implemented exception processing improvement project for the program resulting in 80% fewer exception plans, 30% fewer exception categories and nearly 2000 hours saved.• Managed and designed fee summary sheet, integrating data inputs for 5 business functions (Legal, Implementation, Contracts, Billing and Participant Fee Disclosure), improving efficiencies and reducing risk for each.Collaborated with Legal, Compliance, Finance, Billing, Contracts and Executive Leaders across Client and Relationship Management to ensure accuracy of statements and support complex client inquiries.
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Client Data ManagerFidelity Investments Oct 2006 - Jun 2011Boston, Ma, UsAudited and did root cause analysis for service setups in the operations group to reduce service related losses and increase customer satisfaction with both internal customers across mulitple functions and external HR Directors and leaders.Consulted and managed complex data clean-up and transmission projects with external HR leaders and 3rd party payroll companies.Drove cross functional teams internally to increase scale of products and reduce cost in relationship to data transmissions and complex enrollment services.
Michelle Roebuck Education Details
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The University Of Texas At AustinGeneral -
Pontificia Universidad Católica De ValparaísoSpanish
Frequently Asked Questions about Michelle Roebuck
What company does Michelle Roebuck work for?
Michelle Roebuck works for Msight Consulting
What is Michelle Roebuck's role at the current company?
Michelle Roebuck's current role is President.
What schools did Michelle Roebuck attend?
Michelle Roebuck attended The University Of Texas At Austin, Pontificia Universidad Católica De Valparaíso.
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