James Pan Email & Phone Number

Seattle, Wa, Us

- Media & Technology industry client success and Account Leader- Strategy and AI/ML, data & analytics, RPA, finance model capability planning for a SaaS company- HR business process redesign and Workday implementation for a media & entertainment company- Environment, Social and Governance annual report writing for a global gaming company- BSA AML compliance and process redesign for a peer to peer payments provider- Scaling for growth strategy for a media, architecture, engineering, manufacturing SaaS company.- People Ops performance and talent planning support and assessment for a global games company.- Banking platform design and build for an online only national retail bank start-up- M&A strategy, pre/post-close integration planning for a mortgage securitisation company- Acquisition integration: operations, MarTech and construction for an alpine ski resort company - Construction, relocation and change management of a US airline operations control center- Job family and compensation model rollout for a global technology company- Supply chain and finance ERP delivery for a US agribusiness group of a Japanese parent- Program prioritization to improve system availability for a global payments company- Affordable Care Act compliance for a regional healthcare insurer- Cyber security enterprise planning for a national healthcare provider- Agile scrum method rollout and adoption for a mobile games company - Employee engagement assessment and plan for a digital technology company

Sydney Olympic Park, New South Wales, Au

Established and led the CRM portion of the transformational program to manage Member relationships and administer hospitality, travel, financial services, retail and motoring products and services across the Group.

Us

Managed and contributed to programs and projects to improve Safeway’s project delivery capabilities: enterprise/IT planning, resource management, schedule management, change management & communications and financial management.

Sydney, New South Wales, Au

- Delivered a program to enhance Personal Wealth Management superannuation products and financial planner services for the transition-to-retirement customer demographic.- Acting Head of Business Enablement IT to support financial planner/practice applications.- Delivered a large project to enhance financial planner practice services and direct customer service through front and back office processes and technology integration including a Siebel CRM upgrade from v6 to v8.

Melbourne, Victoria, Au

Delivered the initial releases of a large strategic lending system, process and organisational change program. Successfully delivered enhanced Siebel CRM capabilities (Release 1) and process redesign (Release 2) for retail mortgage origination.

Walnut Creek, Ca, Us

Lead for a transformational business & systems replacement initiative: product adminstration systems, underwriting, pricing, CRM, document management and commissions for California State Automobile Association, a member of the American Automobile Association federation.

- Assessed business growth plans across a separately managed account portfolio offering and growth through acquisition or additional property ventures for a financial planning, accounting and property development practice- Provided advisory services to the enterprise PMO of a US based general insurer as part of annual planning to aligning a portfolio of initiatives with business priorities, resource availability and organizational impact.

Dublin 2, Ie

System integration, process reengineering, strategy and planning engagements for clients in the USA, Australia, Hong Kong and Thailand primarily in the financial services industry and also in government, retail and healthcare.

Houston, Texas, Us

Intern at Hewlett Packard's Logic Systems Division as part of Purdue University's Engineering Co-operative Education Program that alternated academic studies with full-time employment sessions.

Bachelor'S Degree, Electrical Engineering

Capital Markets

Capital Markets

Mandarin