Paula Davis, Pmp, Cspo, Csm, Safe Agilist Email & Phone Number

Boston, Massachusetts, United States

• Lead Agile teams in delivery of digital solutions that support the firm's Global strategy, reduce operational support by providing straight-through processing, gain economies of scale and reduce risk with the elimination of manual processes and erroneous data. • Apprise Senior Leadership team of project status, budget, and health recommending solutions, risk mitigation, resource needs for successful project completion. • Product Owner of an Agile team that has enhanced the John Hancock Retirement Plan Service participant website, improving usability and client satisfaction. Develop and prioritize features and stories that will improve the web site’s infrastructure and user experience. • Remove impediments and escalate/resolve blockers as needed ensuring sprint goals are met. • Mentor new team members on the Agile methodology, metrics, tools and the CSM and CSPO roles.

Greater Boston Area

• Leverage comprehensive retirement services and project management experience in the development of a technology platform designed to optimize the recordkeeping of participant data while reducing manual resources and internal costs.• Collaborate with IT developers and offshore vendor to define requirements, analyze functional specifications, identify gaps, test functionality and ensure correction of defects.• Manage the Total Benefit Statement project, meeting client requirements for key executive communications.

Greater Boston Area

• Global Investment and Client Support lead for several key projects, including regulatory initiatives, process improvement and new product launches. • Managed staff in the publishing of regulatory and performance communications ensuring regulatory and client timelines were met. • Proactively partnered with global MFS departments to facilitate thorough and timely execution of shareholder and performance marketing communications.• Drafted Board Memorandums and reported directly to the MFS Board of Director's and Offshore Funds’ Board.• Managed vendor relationships, reviewed contracts, and escalated issues to resolution.• Developed standard operating procedures and workflows that optimized resources and maximized efficiencies, allowing for increased scalability while maintaining stable headcount.

• Co-managed the implementation of the summary prospectus, a cross-company, high profile initiative working with IT, Marketing, Product and Legal to create and deliver regulatory communications that saved millions in fund costs annually. • Developed procedures and workflows that optimize resources and maximize efficiencies.

• Developed analytic tools that influenced client decision-making, supported business goals and reduced manual resources by 50%.• Served as the business owner on cross-company projects, received input from internal clients, developed strategy, created business case, secured funding and delivered to business partners.• Managed the development, budget and delivery of industry publications and thought leadership briefs to over 15,000 clients, consultants and industry experts, reinforcing brand.

• Ensured client satisfaction of Fortune 500 client relationships with assets in excess of $5 billion. • Managed a team of Associate Client Service Managers responsible for day-to-day plan operations. • Presented business plans to senior client executives to set strategies and recommended solutions to achieve strategic goals.

• Key participant in enterprise-wide projects aimed at ensuring compliance with regulatory requirements. • Managed a team responsible for the timely review, tracking and filing of advertising and sales literature. • Developed and delivered required regulatory training company-wide.• Negotiated with business partners to resolve legal and client issues while achieving positive business outcomes relative to strategic initiatives, resulting in multi-million dollar cost savings.

* Successfully managed the implementation process of complex retirement plans from initial pre-implementation meeting through hand-off to Client Services.* Represented Implementation in sales finals presentations winning $600 million in new business. * Key participant in a key cross-company business initiative for a $1.5 billion client to create a product offering targeted at gaining market share from competitors.

B.S., Business Management

Pension And Employee Benefits Program