Stephanie Phillips Email & Phone Number

Greater Boston Area

Greater Boston Area

*Analyze gaps between business unit's end state vision and the strategic corporate 2014 operating model and design interim operating models*Conduct current state analysis of Divisional Client Operation’s operating model using LEAN methodology including time studies, targeted interviews, and conducting surveys *Facilitate work sessions with business leads of processes and business unit subject matter experts to discuss and determine impacts of business transformation initiatives (e.g. technology, work migration), and BU internal initiatives on both the current and 2014 target operating model *Created BU specific target state design recommendations, based on analysis from work load profiles, Supply/demand data, and interaction models to realize capacity and efficiency *Developed Client Operational tier model, recommending re-alignment of functional back office tasks from client facing roles to be centralized into shared service teams or existing Centers of Excellence *Development and implementation of cross divisional service governance model, consisting of service delivery management forums, and reporting*Develop a standardized org design across divisions by facilitating workshops with business unit leaders to analyze and design functional, and client facing role charters inclusive of competencies, proficiencies, accountabilities, metrics, and time allocations for each banded role*Develop high level implementation roadmaps, project charters and approach presentations to influence timing and prioritization of process changes and their impacts*Manage multiple projects simultaneously while maintaining corresponding project plans and status reporting metrics*Partner with Business Units to execute restructuring events

Quincy, Ma

Mutual Fund Operations FLM12/10-6/12*Managed a team of 8-14 associates across three accounting platforms*Ensure all trades weer processed accurately and timely to ensure proper pricing and mitigate risk*Integrating the STS trading group into our current model*Coordinate settlement of transfers with CNS and NFS*Streamlining the transfer process across accounting platforms*Active role in on-boarding new clientsCash Operations FLM11/09-12/10*First Line Manager of the SEI Wealth Custody Cash Reconciliation Team (6 people)*Reviewed and successfully implemented Glozalization Initiative Plans*Ensured all wire, check, ACH distribution and posting processes were completed within SLAs *Reviewed daily DDA and Suspense account reconciliation*Conducted process reviews, and time motion studies to identify globalization potential*Managed successful globalization transition *Streamlined and automated manual processes for improved efficiency*Implemented an Inquiry Management tool on ClearQuest*Management reporting of trends and metrics Operations Specialist Associate II7/08 - 10/09*Managed the Global and Domestic Buy/Sell Settlement desks*Using the SEI accounting system to record settled trades *Sent out wires using VMW*Managed End of day balancing*Trained new employees on the desk*Participated in Company wide reconciliation project*Processed OMPs, Submitted trade reversals and researched trading process to facilitate reduction of reconciliation exceptions

*Implemented Flexible Work Arrangements within teams*Recipient of Performance Excellence award*Recipient of Global Outreach Team Excellence Grant*Participant in corporate wide pilot Manager Development Program*Active participant in the Employee Development Committee, which coordinates and creates programs for manager development, formal mentoring, new employee support and learning series*Speaker at the Mentor Program Recognition event*Active member of the Global Inclusion committee which coordinated and sponsored employee appreciation and networking events*Organized Global Inclusion Leadership Summit *Coordinated WMS/IIS participation in fundraisers for American Cancer Society, the United Way, Boston Children’s Hospital, and the Global Giving Campaign

Greater Boston Area

*Responded to account specific telephone inquiries*Researched paperwork and transaction histories to resolve problems for shareholders *Processed trades for mutual funds and maintained personal shareholder information*Provided market performance data*Continued to meet call standards of NQR*Received 5 star rating by Dalbar

•Operated cash register and acquired new credit accounts