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.
• 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 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.

• 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%.
• 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.
• 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%

• 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.
• 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.
• 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.

Mba, International Business Strategy, Banking & Finance

Bs, Economics, International Studies