Sandeep Bal, Mba, Msis, Pmp, Csm Email & Phone Number

Milwaukee, Wi, Us

As an Enterprise Portfolio, Digital Office Executive with a leading motor vehicle manufacturer, I leverage my portfolio management and leadership skills to direct a portfolio of projects, programs, and initiatives across the enterprise.Responsibilities include:● Facilitate alignment with strategic goals and execute key initiatives. ● Lead and mentor teams. ● Collaborate with senior leaders to define long-term strategic objectives, aligning portfolio with goals. ● Partner with leaders from diverse departments to ensure project integration and alignment across the enterprise. ● Prioritize projects based on impact, required resources, and alignment with corporate objectives. ● Update stakeholders on portfolio status, risks, and milestones. Selected milestones:► Agile Transformation: ** Drove faster implementation. ** Elevated team productivity and cross-functional collaboration across all Digital Office (DO) portfolios and stakeholder engagements. ** Reorganized H-D Digital Office Functional and IT Teams into 7 different Portfolios. >> Cultivated an Agile mindset to ensure Digital Office teams fostered value delivery. ► 2025 Annual Planning & Budgeting Process: ** Secured senior leadership consensus on the 2025 Digital Office Roadmap – managed by Enterprise Planning and Governance for the Digital Office. >> Fostered the highest ROI. ► Cost Reduction: ** Fueled efficiency and significant waste reduction. ** Decreased complexity and improved stakeholder experience, decreasing technical and administrative support required from the EP&G Team. ** Saved yearly costs 35% in Agile tool licensing. >> Trained several Portfolio and Product leaders to utilize Jira for prioritizing, planning, and monitoring initiatives. ► Implementation of numerous Initiatives on the 2024 Roadmap:** Delivered 20+ initiatives, fueling ~$150M cost savings, compliance fees, and revenue generation.

Milwaukee, Wisconsin, Us

As a GBS Portfolio Management Executive with this multinational financial tech/services company, I was retained to develop and maintain project portfolio standards, reporting, and metrics for all GBS Business Unit projects, including a multimillion-dollar portfolio budget. Responsibilities included:● Liaised among Delivery, Business, and Finance departments; increased spending transparency, accountability, and oversight for Senior Leadership.● Interfaced with CIOs, CFOs, MCs to provide KPIs and reporting on Portfolio Total Costs vs. Benefit. ● Served as Product Owner, myFiserve (Corporate Tool/Dashboard), and Clarity for the GBS Business Unit. ● Guided the Portfolio Management Team to ensure project intake process compliance with standards and project data validation throughout the Portfolio Management Review Cycle. ● Developed trusted alliances with functional leaders, ensuring teamwork and transparency. Selected milestones:► Supported the team to quickly cut project data exceptions 63%, driving accurate project data metrics. Governed and reported on 75+ projects with $150M within the GBS Portfolio. Spearheaded monthly and quarterly business reviews for office of CIO, bringing transparency and results-driven decision-making. >> Led and trained portfolio managers. >> Managed TIR (Technology Investment Review Board) to review project status and financials.>> Created and shared dashboards on KPIs requested by the CIO and staff.>> Unleashed training on Portfolio Governance and Project Metrics. >> Orchestrated the data exceptions cleanup.

Milwaukee, Wisconsin, Us

As the Director, Program Management, GBS Lending, I oversaw strategic, emerging products focused on transforming retail payments through innovative point-of-sale financing solutions (BNPL, Clover Credit Card, Rapid Deposit, Hardware Finance – Subscription Model).Responsibilities included:● Facilitated the program governance framework to drive accountability for complex cross-functional initiatives. ● Collaborated with business units and cross-functional stakeholders regarding process, projects, and resources. ● Managed risks and escalated when additional support was required. ● Navigated stakeholder communication via weekly dashboards and monthly Steer Co. meetings organization-wide and to senior leaders. Selected milestones:► Transformed the Legacy Leasing platform to a modern hardware subscription platform for POS devices to increase 40% market infiltration within 12 months – 15% better vs 40% goal. >> Helmed revisions to 40+ letters. >> Navigated the training for SMB and CMM Business Consultants on UVP. >> Increased SMB merchant satisfaction with a new cost-saving, versatile Clover subscription model. >> Managed program deployment and commercialization with various groups. ► Deployed BNPL Solution for SMB Merchants within the timeline and budget. Enabled referral revenue growth within the first year of launch. >> Teamed with VP, Payments on building the business case. >> Spearheaded the strategy session to buy a 3rd-party product or build an in-house platform. >> Steered the program systems integration workstream and commercialization. >> Orchestrated negotiations.► Proactively resolved complex issues where situational or data analysis required comprehensive multi-factor evaluations. >> Drove business unit deliverables, such as AOP, LOB reviews, and other business unit updates.

Milwaukee, Wisconsin, Us

Working as Agile Program Manager, Advisory, I managed the program of Back-Office Systems applications under the Card Services Debit Portfolio as well as program managed key ATM and Application solutions' initiatives in Card Services. Responsibilities included:● Led the Core Product Team; facilitated the delivery of large and complex programs within the specified time, scope, and strategic objectives. ● Navigated the intake process and regulated workflow through Card Services Agile process. ● Planned and scheduled duties; facilitated release plans, monitored and reported status, and gauged release level risk. ● Collaborated with the Core Product Team members to mature the backlog, executing priorities set by the Product Manager and Portfolio Management Team.Selected milestones:► Implemented an ATM multi-vendor solution on-time in 2020; enabled Huntington Bank to install Hyosung software on all 1300+ ATMs––their largest software installation.>> Drove faster transactions, ease of usage, and improved security for end customer. >> Launched a unique program via leveraging a holistic view with internal/external stakeholders.>> Set standards and processes to direct the program within 12 months and team of 30+ developers, BAs, QAs, and Product Owners. >> Deployed a modified agile development cadence, embracing the First Data processes.►Incorporated and delivered a CardFree Cash solution in 2019 to clients, enabled ISOs, such as NationalLink with 15K ATMS to offer CardFree Cash at ATMs. >> Unveiled convenient access to CardFree Cash Solution to 28K Fiserv managed ATMs nationally. >> Offered IT program management oversight for platform delivery via Agile framework. >> Promoted a clear focus while mitigating risks.

Roseland, New Jersey, Us

As the Senior Technical Project Manager for this American provider of human resources management software and services, I was retained as part of the ADP Marketplace Product Management and Development Agile Teams. Responsibilities included:● Partnered with Product Owners to present alternatives to users and impacted areas to facilitate design decisions and gain consensus for project work. ● Enforced a Kanban structure to navigate the partner backlog and steer the project lifecycle through the pipeline. ● Owned partner discovery and commitments to prioritize the partner implementation backlog of 100+ partners. Selected milestones:►Self-Starter Framework Program Launch: Streamlined Partner Integration timelines for the Go-to-Market on the ADP Marketplace from 12 weeks to 8 weeks, enabling partners to launch an innovative application on ADP marketplace 33% faster. >> Onboarded partners within the initial launch period. >> Created a robust Business Engagement Model and presented to the Senior Leadership Team.► Helmed a program budget with multiple concurrent projects; reduced manual efforts by the Operations team. >> Integrated the ADP Marketplace with an enterprise electronic sales order and billing systems to automatically follow into downstream systems. >> Partnered with IT Leaders and Product Owners from Business Units to resolve issues and facilitate timely project delivery. >> Supervised Scrum teams and championed timely progress. >> Established Scrum of Scrums cadence to track project deliverables.

Ch

As the IT Project Manager for this global provider of insurance products, I championed the delivery of medium to large-sized and moderately to highly complex projects across Finance, Corporate, Claims, and Personal Lines. Responsibilities included:● Served as the Project Manager for California Transition Initiative – which was critical for compliance with California State Insurance Laws. Selected milestones:► Earned the Above and Beyond Award for outstanding performance in the PeopleSoft Financial System upgrade from VP, PMO. >> Oversaw $8M budget; delivered on time, under budget by 5%. >> Headed 50+ team members from Asia, Canada, Europe, and US.► Governed a $2M budget with 4 concurrent workstreams; oversaw 40+ project resources. >> Reached state law compliance.► Managed resource allocations of 40–50 product program resources and controlled a $6.5M annual program budget and financial planning. >> Oversaw resourcing and financials for ~30 projects. >> Mentored Junior PMs on projects under this program.

New York, New York, Us

From 2006 to 2014, I progressed through several roles with the third-largest life insurance company and the largest mutual life insurance company in the United States – ranked #71 on the 2023 Fortune 500 list –including IT project management, programmer and analyst. I was promoted consistently due to my high-level skills and ardent commitment to delivering service excellence.As the Subject Matter Expert, I guided the offshore team for campaign processing and delegated work.Selected milestones:►Earned the Customer Focus and Moment of Truth Award in the business area for project excellence.

Mba, Supply Chain Management And Management & Business Strategy

Master Of Science (Ms), Information Systems

Bachelor Of Science, Computer Science, Magna Cum Laude