Nancy Serpa (Infante) Email & Phone Number

Boston, Ma, Us

Attleboro, Ma, Us

- Program Manager for M&A integrations including Lithium Balance, CST and Insights business units to consolidate operational and financial systems onto a common Oracle and Agile platform and to drive operational efficiencies. Primary focus on Order to Cash, Procure to Pay, Manufacturing to Ship and Engineering PLM transactional flows, data conversion, and infrastructure- Redesigned Project Management Lifecycle and PMO to reflect industry best practices and stronger governance model- Program Manager driving Supply Chain Transformation Initiatives to improve demand forecasting, lead time management, supplier collaboration, supplier EDI, supplier lifecycle management and constrained based planning.- Lead European Distribution Center move from Netherlands to Germany including Oracle applications, IT infrastructure and Customer EDI to consolidate warehouse operations and improve customer on-time delivery- Lead Kuebix Transportation Management System global implementation to provide visibility of freight spend and reduce costs- Women in Sensata Board member to promote women’s leadership growth and well-being at Sensata- Sensata Foundation Day of Action Lead, Grant Allocations Committee and Fundraising Support

Boston, Ma, Us

- Program Manager across multiple product portfolios (ranging $5M-$15M budget) to improve the digital customer and rep experience and drive revenue growth. Oversight in delivery execution from initial concept to launch.- Digital Marketing/Sales – Delivery of Fidelity.com Home Page Redesign, Onsite Messaging and Campaigns & Content to provide a more personalized digital experience and increase online sales. Online Account Opening and Transfer of Assets customer and enhancements; surpassed 1M accounts opened online.- Social Media – Delivery of Ask Fidelity, Ratings & Reviews and Fidelity Investor Community to showcase product expertise, promote transparency of customer feedback and provide peer collaboration platform- Next Generation Investor Center – Delivery of new client appointment experience and retirement planning marketing content to automate the rep appointment process, increase customer engagement and collaboration with branch/phone reps- Tax-Exempt Market – Delivery of Custom Client Sites, Click to Call, Premium Services, Participant Fee Disclosure, Wealth Central Platform Migration to improve customer, plan participant and RIA experience- Developed a content architecture framework for Retirement Income, Exchange Traded Funds and Trading Strategies to streamline the content creation and distribution process. - Program Manager for 2011 TEM Client Conference. Provided oversight on client presentations, communications and video development and Cyber Cafe experience.- Developed video showcasing TEM technology benefits on rep/customer experience- Program Lead for Women’s Leadership Group National Mentoring initiative to provide effective, and sustainable women’s mentoring. Conducted assessment and benchmarking study; created best practices repository.- Managing@Fidelity Advisor for Spring 2016 Smithfield Cohort – facilitated leadership lunches and provided coaching- Redesigned Delivery Resource Center and Solution Delivery knowledge management portal

- Drove new business through client proposal development, HP and Agile partnership sales pipeline management, and case studies; facilitated six client conferences and lead generation/direct mail campaigns- Lead deployment of a Portfolio Management system for Nokia in Finland, targeted to improve development cycle times, optimize portfolio value and resource capacity management- Lead 2006 Product Innovation Benchmarking survey development and scoring model; distributed to over 500 companies- Designed Resource Management solution to improve engineering productivity and utilization for International Engine. Developed work breakdown, standard estimates and budgeting tool. Facilitated pilot and training efforts- Program Manager for a Supply Chain systems implementation at Merck & Co. to reduce time to market of clinical trials, improve inventory, supplier management, order fulfillment, packaging and planning operations- Conducted Product Lifecycle Management (PLM) diagnostic at Philips Medical Systems and British Telecom. Benchmarked current PLM processes against industry best practices. Identified gaps and recommendations for improvement- Program Director for a 21CFR Part 11 regulatory compliance effort at Merck & Co. Established governance model and managed the inventory, risk assessment and remediation phases. Primary interface with Executive Sponsors and Steering Committee.- MBA Recruitment Team – screened over 300 resumes, conducted interviews and organized recruitment events

Chicago, Illinois, Us

- Conducted strategic sourcing initiative at BellSouth. Identified $20M in supplier savings, contract/pricing improvements and helped integrate sourcing strategies with Commerce One’s e-procurement solutions.- Established a Strategic Initiatives Program Management Office for 1-800-FLOWERS.com. Implemented PMO frameworks and tools to rationalize and prioritize technology initiatives, track benefits, risks and interdependencies.- Conducted an IT Assessment and Cost Saving analysis for Rank Ltd. Identified $7M in IT savingsEstablished a Y2K Program Management Office for Kaiser Permanente, including Contingency Planning and Emergency Operations Center for Y2K triage and risk management.

Austin, Texas, Us

- Developed Audit Group infrastructure and operational management for US and European Audit TeamConducted over 30 audits of Oracle’s resellers and systems integrators. Collected over $8M in unreported fees.

Austin, Texas, Us

- Received the FY94 Financial Services Award- Managed P/L & financial planning and analysis for a $300M Sales organization

Maynard, Ma, Us

- Participant in a three-year financial management program. Rotated across Educational Services, International Headquarters and Western Sales divisions; focused on financial planning & analysis, internal audit and general accounting.

Master Of Business Administration - Mba, It, Operations, Finance, Cum Laude

Bachelor Of Science, Finance, Cum Laude

Economics And Accounting (Junior Year Abroad)