Todd Palmer Email & Phone Number

San Jose, Ca, Us

Partnering with the GM of Small/Medium Businesses and Financial Services Product Group to drive customer-centric execution and operational excellence across teams in NA, EMEA, LATAM, APAC.• Overseeing operations for a diverse portfolio of 18 product/platform portfolios. Consolidated product development and payment platform operations that manage 260K active accounts and facilitate $264B in total processing volume and $6.4B in annual revenue.• Managing an $80M budget and +300 FTE; including OpEx and vendor cost management; ensuring optimal resource allocation and efficiency to scale or flex to the company’s objectives. Providing strategic decision support by leading/conducting comprehensive research, data analysis and presentation of insights facilitate informed and effective decision-making.• Leading annual planning efforts, including OKR/KPI development, workforce/capacity planning and strategic project execution, fostering alignment and accountability throughout the organization. • Leading quarterly executive planning and product ideation off-sites; creating forums to present key industry developments, discuss risks/opportunities, and providing recommendations to drive organizational growth and successServe as a force multiplier and trusted partner, driving thought leadership, strategy execution, event and communications coordination. Foster accountability and transparency among cross-functional teams while leading diversity and cultural initiatives. Champion Paypal’s leadership principles and embodying the role of coach/confidant to others

Assisted financial services leaders with optimizing their operational and digital platforms; providing modeling/analytics support and consulting on strategic, enterprise level projects.• Engaged by a client to optimize customer experience and back office functionality. Developed strategies to improve customer retention as well as recommended organizational/IT changes to improve operating margins by 10% to 15%. • Engaged by a financial services company to assist in developing their operations workflow PaaS. Provided product roadmapping, tactical marketing/sales logistics, and implementation readiness advice.• Assisted client with developing and executing their 2021 LIBOR expiration strategy

Armonk, New York, Ny, Us

Organized and executed financial services platform's mission critical commitments• Achieved 171% ($12 million) savings over goal through LEAN Agile / Six Sigma projects, process improvement and automation in HR / staffing, IT hardware, vendor / contracts and workflow management• Achieved ~20% improvement in PMO delivery, quality, pipeline capacity and resource utilizationManaged day-to-day operations, so teams could focus on top business priorities• Responsible for: project/program oversight, HR/staffing logistics, budget planning, business controls, KPI reporting & analysis, policy & procedure development, internal communications, business continuity, and organizational strategy development• Assisted with the M&A of a newly acquired subsidiaryLed CEO/CFO-initiated projects to upgrade accounts receivable and regulatory disclosure capabilities• Managing a budget of $7 million, updated legacy software, procedures/workflows to industry standards which improved reimbursement timelines by 25%• Negotiated outsourcing contracts of consumer disclosures that resulted in ~35% cost reduction in maintenance and total project expense recovery within the first year of implementationBuilt an FP&A team responsible for financial modeling/planning and monthly business reporting• Successfully designed and implemented division's KPI benchmark reporting• Developed P&L simulation models that gave C-suite leaders decisioning tools for operational scaling and allowed hypothesis/scenario testing for business optimizationCoordinated key executive communications and regulatory inquiry responses• Developed policies and procedures for handling 3 types of communications channels (client escalations, investor requests and regulatory reporting)• Researched and drafted executive responses; facilitated communications strategy/status briefings and sought correspondence release approval when required

Led CRO-initiated program to develop and implement models for determining minimum capital adequacy on a $1 trillion mortgage credit risk portfolio.• Managing 2 teams of data scientists and software engineers, developed a collection of 5 capital stress-test models and associated documentation that was reviewed by outside auditors, accepted by regulators and integrated into the company’s quarterly financial reporting.Engaged by the SVP of Risk to consolidate 3 divisions’ internal controls and industry research initiatives under a shared repository for prioritization and tracking purposes.• Resulting workflows and KPI’s were integrated into the company's broader enterprise risk (ERM) process while the databases were leveraged as as key inputs for FP&A budgeting purposes.

Glen Allen, Virginia, Us

Owning 5 country specific roadmaps, led a global cross-functional team in delivering B-to-B and B-to-C products to support the international mortgage insurance P&L.• Led international strategy to help financial institutions manage liquidity and regulatory capital. Two resulting products provided €4 billion and C$1 billion in new insurance written for the European and Canadian platforms respectively.• In coordination with the Head of Equity Ventures & Capital Markets, designed, presented to and obtained approval from Genworth’s CEO/CFO/Board to build a global PaaS trading diversified mortgage risk to clients looking for investment grade exposure to a variety of regional housing markets.

Mba, International Business Strategy, Banking & Finance

Bs, Economics, International Studies