Thomas Mckenna Email & Phone Number

Windsor, Connecticut, United States

Enfield, Ct

Enfield, Ct

• Direct oversight of $6.5 Million technology portfolio• Frequent interactions with and presentation to senior and executive leaders• Oversee Tactical / Core Work Programs, responsible for delivery and oversight of projects aimed to correct, enhance or maintain existing business applications in support of Retirement Services (RS)• Responsible for managing / directing 10-12 Project Managers allocated across technology portfolio• Responsible for estimating budgets, assembling project teams, identifying needed skills, coordinating project schedules and establishing/overseeing assignments• Responsible for reporting of financials associated with portfolio projects• Executed successful Implementations supporting the acquisition of The Hartford Retirement Services

Enfield, Ct

• Supported Migration track of Technology Strategy Program (transition of new RS platform)• Led projects to build/enhance Retirement Services software applications• Managed tactical technology work queues across pool of Project Managers• Established process /flows for enhancement/production queues to align with Software Development Life Cycle (SDLC)• Responsibilities expanded based on success in role – despite never having been in a Technology role prior to this assignment

Services Company Large Plan SegmentDaily contact to one of Fidelity's largest Defined Contribution (DC) plan sponsorsLiaison to internal contacts and external vendors to ensure seamless delivery of world class DC servicesPrimary areas of responsibility include client management, service team management (domestic and offshore) and project managementManaged team of exempt Project Managers responsible for Incident Management and ReportingResponsible for success and development of staff through continuous feedback and delivery of recurring performance evaluationsProvided strategic leadership and functional direction on remediation of highly-sensitive, high risk incidentsBecause of extensive DC knowledge and familiarity with Fidelity technical applications, responsible for providing direct oversight to service recovery efforts to include the definition of technical solutions, oversight of corrections, and crafting of communications (participant and plan sponsor) while adhering to budgeted time lines.Experienced client interface via face-to-face presentations, telephone and video conferencing

Directed a team of 8-10 DC Conversion Analysts (implementations, mergers and fund conversions)Managed the execution of Conversion Processing for all Large Plan Implementations and Corporate ActionsManaged the execution of all Asset Re-Allocations for DC Institutionalized plan sponsors (~6000 a year); these were highly-visible, high-dollar transactions, i.e. valued in the billionsFostered a culture that drove a risk management mindset into the Implementations organization, influencing change on a constant basisExternal Audit Liaison for SAS70 and 17ad-13 Audits; created/developed enhanced key controls for Conversion Services (CS) to assert. Provided direct coordination and oversight for all audit activity.Independently developed an end-to-end electronic work flow process for all processing; 100% responsible for converting CS to a paperless environmentConstant driver of risk-based policies across the CS Organization which had been lacking awareness of key policies: Re-instituted/Re-enforced a global Error Correction Policy; Client Direction Policy; and Suspense Acct PolicyLiaison for key initiatives - both process and technical - aimed to drive the Retirement Services business forward, e.g. Fund Action Six Sigma Projects; Gain/Loss Application; Enhanced Error-Correction form on Mainframe

Services Company Large Plan SegmentProject management and oversight of all Large Plan Asset Re-allocation activity (1469 fund re-allocations in 2004 crossing 152 plan sponsors and 207 DC plans, exceeding $21.9B dollars in aggregate value); defined the supporting processes and project flowProject managed all vendor-driven Fund Action events, e.g. fund closingsPerformed in-depth analysis of high-risk incidents that spanned the DC business segments and acted as lead driver of resolution for risk mitigation purposes (e.g. Resolving Large Plan Mutual Fund closing gaps post-event)Demonstrated ability to lead incident recovery efforts possessing a high-degree of risk and exposure-with the aptitude to execute sound judgment and a quick analytical assessment resulting in timely mitigation of risk management (e.g. Eligibility Tracking-partnered w/ Mainframe Team, System Programmers, Compliance, Client Mgrs and Plan Configuration Specialists to understand connectivity across E-to-E service, appropriately detect potential root causes and design resulting fixes.Established internal relations with critical DC supporting interfacing groups: Financial Operations, Systems, Data Services, Services Installation Group, Conversions/Implementations and Investment ServicesLead participant in fund-related Fidelity-wide projects resulting from industry/legislative drivers (e.g. defined manual Market Timing monitoring process

Large Plan SegmentIdentified as control-focused DC technical process expert; tasked with defining or revamping existing DC processes to bring them to an improved state of controlLead participant in DC projects encompassing a high-degree of potential monetary exposure (e.g. Compliance Trading via Treasury Project; QDRO retooling exercise defining best practice standards)Functional Contact for Market Timing Issues: communicated with client-facing personnel; partnered across the enterprise to implement effective, strategic solutionsAssumed role of Technical Liaison; acted as operational expert point of contact for internal counterpartsRedefined the work flow for the Asset Re-allocation process transforming from a decentralized model; analyzed control breakdowns, lack of standardization and critical risks inherent in existing process, and re-mapped the process resulting in a credible highly-effective, centrally owned standard process.

Large Plan SegmentStarted as Operations Associate and was continuously promoted based on performanceManaged a DC Record Keeping Services Operations team staffed with 10-15 associatesTeam was responsible for the consistent execution of 401(k) participant transactions and reconciliation for 23 Large Plan Institutional clients, which consisted of over 400,000 participants and $40 billion in assetsManaged headcount, controllable costs, productivity levels and risksConsistently managed a top-performing Operations unit in the departmentMaintained cross-unit consistency and effectiveness through the development of relationships, standards, procedures and processes that maximize the productivity and effectiveness of all resourcesDeveloped strategic business plans and initiatives to implement organizational and operational enhancements and efficienciesParticipated in client presentations addressing the rollout of new processes, issue resolution and/or plan eventsDefined and implemented best-practice processes and controls

Bachelor Of Science - Bs, Accounting And Business/Management

Bachelor Of Science, Accounting

Bachelor’S Degree, Accounting And Business/Management