Nancy Allen Email & Phone Number

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Project Manager overseeing transition of several financial applications, including SAP and SWIFT Access Alliance, to Otis from UTC during spin-off

Promoted to manage multiple departments. Partnered with the company founder to develop all projects responsible for firm’s advancement. Responsible for all operational aspects including budget development, cost tracking, scheduling, supervision of department personnel and vendors. Collaborated with executives to develop efficiency and growth strategies.• Bolstered sales with roll-out of revolutionary new product software offering. Drove the development and launch of an optimization software product harnessing machine learning algorithms. Managed global programmers, UI designers and product testers in an Agile environment. Trained internal team on features and usage.• Protected proprietary products and intellectual property by processing patent application.• Enhanced employee productivity, reduced errors and filled knowledge gaps by overhauling training processes, materials and KPIs. Utilized customized gamification programs and reward systems. • Grew sales over 10% by developing marketing plan including expanded reach. Revamped collateral materials and website. Instituted consistent email and LinkedIn campaigns. Created company YouTube channel and posted master class series.• Saved a minimum of 15% on project costs by identifying, selecting and managing global vendors.

Promoted to oversee a portfolio of 20+ simultaneous client projects and manage resources necessary for project progress. Scheduled assignments ensuring projects remained on schedule, within scope and exceeded client expectations.• Played a central role growing revenue over 300% and headcount 10x while managed projects totaling 66% of revenue. • Directly supervised and mentored a high-performing team of 12+ remote employees, consultants and interns. • Responsible for scheduling and assignments of $6 mil of revenue with 50+ global, cross-functional team members.• Proactively spearheaded creation of Project Management Office, which enhanced efficiency, reduced work overlaps and increased resource usage visibility through development of custom tracking systems, policies and procedures.• Led merger integration team on company acquisition resulting in staff and revenue increases of 30% and 45% respectively. Smoothly assimilated personnel, consolidated IT and filing systems and updated policies and procedures.• Improved team efficiency by 15% with implementation of proprietary project management software.• Reduced 75% of errors in client deliverables by establishing QC policies and procedures.

Simultaneously managed multiple projects throughout the entire life cycle. • Formed Project Management Office, a large, multi-faceted initiative, which included establishing a central document repository and generating regulatory reporting procedures.• Generated SOWs describing project scope, timeline, and budget.• Managed a group of client projects from onboarding to completion and maintained scope, timeline, and budget to provide peak client service and experience.• Tracked budget vs actual costs and optimized resources and processes to generate maximum profit. • Researched, selected, and managed vendors necessary for product delivery.• Programmed and tested web-based quantitative research surveys then analyzed results and created presentations.• Presided over all aspects of company website development.

Analyzed market research processes and results.• Contributed to client cost savings 35% through automation of industry survey of 1000+ investment professionals.• Reduced errors and increased accuracy of surveys via testing and validating functionality.• Detected data trends and outliers upon survey result analysis used in reports for top foundations and endowments. • Saved 10% on IT expenses by evaluating existing hardware and software and implementing lower cost solutions.

Managed US office responsible for sales, marketing and investor relations. • Oversaw all client and prospect communications.• Updated and distributed monthly investor reports.• Scheduled investor and manager meetings for all US and European business development trips.• Optimized salesmen’s time and increased efficiency by managing IT systems and setting up CRM software.• Overall office management to maintain organization and efficiency.

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Managed all investor communications for hedge fund manager whose assets had reached $1.5 billion. Designed and maintained contact database for marketing and investor tracking.• Developed company’s first website and oversaw ongoing maintenance.• Initiated and managed the creation of firm branding present in all marketing and performance reporting materials.• Liaised with administrator and accounting department concerning monthly subscriptions and redemptions. • Fostered client loyalty through expert and timely investor information, client service, and distribution of weekly, monthly and annual performance.

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Mba, Finance

Bachelor Of Applied Science (B.A.Sc.), Economics