Stacy A. G. Email & Phone Number

Boston, Massachusetts, United States

A trusted leader collaborating with executive leadership teams, management, and project teams across North America, APAC, and EMEA, driving financial strategy while managing all aspects of risk, operations, procurement, and regulatory governance. Provides coaching to financial teams, instills accounting principles, conducts a financial analysis of global operational functions, and ensures transparent financial reporting. Identifies program gaps and supports the development of strategic plans for future quarters and years.🔹Implemented programs, established risk management frameworks, and built governance mechanisms to strengthen risk management capabilities and improve core business practices. 🔹Conceptualized strategic initiatives, including Client Lifecycle Management, fortifying risk management capabilities, and enhancing governance mechanisms.🔹Implemented a global program that exceeded the Product Team's global fee schedule standards, resulting in a 10-12% capacity increase and reduced billing risk.🔹Established a dedicated team in North America and India, improving billing processes, reducing risk, and increasing capacity.🔹Led a Corporate Audit program assessment, earning a satisfactory rating and commendation from the CEO in the Risk and controls Assessment.🔹Exceeded global fee schedule standards, achieving a 90% standardization target a 10%-12% capacity increase for the client-facing team, and a significant reduction in billing risk.

Boston, Ma

A seasoned expert in third-party relationship and risk management, employing industry-standard frameworks. Spearheaded the successful launch of a groundbreaking global 1st Line of Defense vendor risk management program, overseeing an annual spend of $250 million. Collaborated cross-functionally to gather insights and identify program gaps, contributing to the formulation of strategic plans that support ESG goals.🔹Spearheaded a groundbreaking global 1st Line of Defense vendor risk management program, managing an annual spend of $250 million.🔹Collaborated cross-functionally to gather insights, identify program gaps, and formulate strategic plans.🔹Recognized as the go-to expert in third-party relationship and risk management, leveraging industry-standard frameworks, including the National Institute of Standards and Technology (NIST) and the International Organization for Standardization (ISO).🔹Ensured compliance with audit requests, business controls, and governance; effectively managed issues and collaborated with key stakeholders to enhance client onboarding.

Greater Boston Area

As an outsourcing risk expert, Stacy drove a risk-based corporate-wide Third-Party Risk Management (TRPM) Program, which focused on the creation of an IT Vendor Management program specifically focused on managing the risk of IT Vendor globally across State Street Organization, cybersecurity risk, penetration test, SOC report, and remediation for critical risks. Pioneered the delivery of a TPRM-aligned regulatory vendor management program, managing a global inventory of 250+ vendors in the Global Markets division. Oversaw 20+ regulatory TPRM projects covering any risks surrounding the FRB (Federal Reserve Bank) and the OCC (Office of the Comptroller of the Currency), identifying 3rd-party risk, guiding C-Suite & Sr Executives through federal regulatory risk, assessing emerging risk & liability in governance/ESG risk ratings, and due diligence)🔹Successfully developed and deployed a corporate-wide TPRM program framework, resulting in an effective target operating model, policies, procedures, governance, and oversight of vendors.🔹Partnered cross-functionally with corporate SME groups (Procurement, Legal, Privacy, IT/Cyber, Compliance) to establish a risk-based approach to the vendor due diligence process and execution timelines.🔹Developed a program reporting framework and vendor scorecard report; Presented to key stakeholders for regulatory dissemination and drove program adoption.🔹Established and monitored end-to-end project milestones; continuously assessed and escalated the project and program health and risks to minimize the impact on the client onboarding experience.

Boston, Ma

Advisor to leadership on public disclosures and risk communication planning, ensuring the timely and accurate dissemination of information to the relevant key stakeholders. Maintained oversight of the release of guidance from the Office of Comptroller of Currency (OCC) on third-party relationships. Led the implementation and supervision of a robust first line of defense Technology & Operations (T&O) vendor management program, encompassing a category spend exceeding $120 million. Defined program scope and objectives while streamlining processes to realign the vendor risk program effectively.🔹Communicated project risk and constraints with key stakeholders internally to devise transformation strategies for timely execution; led monthly forums to review and approve upcoming project plans and key metrics and insights with business relationship managers.🔹Assessed the adequacy of controls to manage risks by recommending enhanced or additional controls.🔹Created a roadmap strategy for a risk-based plan; implemented processes to identify the risk profile of 500+ T&O vendors in the Hiperos platform.🔹Developed program-level reporting system that captured policy adherences, vendor Service Level Agreement (SLA) compliance metrics, business unit training for performance monitoring, and vendor governance/remediation planning meeting framework.

Boston, Ma

Successfully implemented the SAP ERP platform including creating a catalog of office supplies in SAP for the bank increased efficiency by 25% and ability to track negotiation savings by category. Manage the client relationship quarterly with the executive team, metrics on how we were operating, risks and plans moving forward hot items that impacted client relationship. 🔹Merging Business Acquisition Strategy: managed the client relationship quarterly with the executive team, metrics on how we were operating, risks and plans moving forward hot items that impacted client relationship. Ensured all proper business priorities were communicated across the organization in the midst of the shift in teams🔹Team Building, Coaching & Morale: Managed a team of 15 analyst: to ensure proper processes were in place for purchase orders and managing catalog request for the organization🔹Streamlining Processes: Streamlined the purchase orders process for payment of products and services consumed by various business units🔹Technology Infrastructure & Consulting: Led the deployment of the JIRA ticketing system including UAT testing and the creation of procedure documentation

Boston, Ma

Successfully implemented the SAP ERP platform including creating a catalog of office supplies in SAP for the bank increased efficiency by 25% and ability to track negotiation savings by category. Manage the client relationship quarterly with the executive team, metrics on how we were operating, risks and plans moving forward hot items that impacted client relationship. 🔹Merging Business Acquisition Strategy: Managed the client relationship presenting quarterly operational performance metrics to the executive team, risks and upcoming transformation projects in the pipeline that impact the client relationship. Ensured all proper business priorities were communicated across the organization in the midst of the shift in teams🔹Team Building, Coaching & Morale: Managed a team of 15 analyst: to ensure proper processes were in place for purchase orders and managing catalog request for the organization🔹Streamlining Processes: Streamlined the purchase orders process for payment of products and services consumed by various business units🔹Technology Infrastructure & Consulting: Led the deployment of the JIRA ticketing system including UAT testing and the creation of procedure documentation

Boston, Massachusetts, United States

Consulted with global leadership on business transformation and organizational modernization, leading to the establishment of more efficient and streamlined processes. 🔹 My impressive track record in the financial industry is underscored by her pivotal role in establishing and diligently managing the recently developed centralized client profile repository. I collaborated closely with developers to continuously enhance the system's capabilities, ensuring alignment with our organizational goals and driving excellence in client data management

Boston, Massachusetts, United States

As a major key player in guiding the Merrill Corporation through a complex acquisition and subsequent business transformation, Stacy was recognized for the seamless transition of projects, data, and critical risks, aligning them with the new direction and corporate goals.🔹 Collaborated on-site with a client (Investors Bank & Trust, acquired in 2007), gathering critical data points and serving as a bridge between on-site operations and the development and senior management teams located in St. Paul, Minnesota. This collaboration was instrumental in building comprehensive regulatory reporting templates🔹 Demonstrated exceptional project management skills by overseeing monthly project deadlines and managing template deliverables efficiently across teams🔹 Took the lead in conducting weekly client project status meetings, where we focused on enhancing operational efficiency and advancing pipeline projects

Boston, Massachusetts, United States

Starting my career in business analytics, I developed her core expertise in understanding the essential components that drive large-scale organizations toward their goals. I became adept at crafting and executing roadmap strategies that not only provided valuable insights but also facilitated transformative change within these organizations.🔹Accounting Protocol Management: I played a pivotal role in overseeing the accounting protocol for fixed-income institutional client accounts. My daily responsibilities included performing meticulous reconciliations of cash and assets to ensure the accuracy of financial records🔹Ad-Hoc Reporting Expertise: Showcased my versatility by efficiently executing various multi-layered ad-hoc reports. These reports primarily focused on balance sheet analysis for clients, providing crucial insights for strategic decision-making🔹Discrepancy Resolution: As a detail-oriented professional, I conducted thorough research and investigations to resolve discrepancies, guaranteeing the precision of cash available for trading. I also handled the accurate posting of cash deposits, withdrawals, management, and redemption fees🔹Trade Settlement Proficiency: I proactively addressed trade settlement issues, ensuring swift and accurate settlements with the appropriate funds. My dedication to operational excellence shone through in this aspect of her role🔹Effective Collaboration: Beyond her operational responsibilities, I excelled in building and nurturing effective working relationships. I have collaborated seamlessly with clients, custodian banks, and internal departments, contributing to mutual success

Mba, Business Administration

Bachelor Of Science - Bs, Management | Finance