Strategy Consultant
CurrentNew Project Intake & Prioritization• Developed custom prioritization model with weighting and calculations, refined through facilitating cross-functional workshops and feedback collection to enhance functionality• Supported new process across PMO, including road mapping, pilot testing, and change managementTransformation Management Office Start Up• Collaborated with cross-functional leaders to develop a program strategy and mobilize a governance structure with C-suite representation across finance, technology, and operations• Bridged the gap between strategy and execution by developing internal program management collateral, including project plans, status reports, and stakeholder management templates• Enabled the internal team to run the program through completion by coaching on content management, building a toolkit, and standing up a new, best practice operating modelPost-Merger Customer Migration Strategy• Developed a decision-making and prioritization framework to migrate existing contracts to newly standardized products, resulting in an $8M margin upside• Modeled financial scenarios to determine the financial impacts of various migration approaches, identifying a potential net margin downside of $20M and developing a risk mitigation plan• Collected and cleaned financial and client-level data across multiple systems to support further modeling and analysis• Created migration process maps detailing steps and responsible party, resulting in a multi-year migration strategy and roadmapEnd-to-End Product Implementation Program• Partnered with senior executive sponsor, led global compliance firm through a harmonized end-to-end product implementation, established Implementation Management Office and governance structures, developed standard operating procedures• Project managed 26+ workstreams, including weekly project status meetings and reports with risks, actions, decisions, and progress updates to escalate to Project Sponsor and key stakeholders