Dan Brzozowski
Mount Prospect,IL
Summary
Passionate and action oriented Financial Services professional with 15+ years of experience in the Retail Bank and Credit Union industry. Strategically focused on building and managing Digital Banking Platforms and services that exceed customers’ expectations and increase overall engagement. Experienced in collaborating with C-suite leadership on enterprise level strategies and initiatives that enhance the value provided to customers. Fostering a value-based culture and building high performing and highly engaged teams that are focused on delivering exceptional digital experiences.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Chief of Staff to CEO
Inspira Financial
03.2023 - Current
- Partnering with the Chief Executive Officer and supporting the full Executive leadership team on implementing governance framework to increase efficiency, scale operations, and increase collaboration across an organization that has experienced rapid growth in the last three years
- Developed and implemented Executive Leadership governance process that included formal operating meetings, executive business reviews, and KPI management
- Collaborated with CEO and Head of Strategy on evaluating and refining product line strategies, aligning appropriate investments, and researching new products to enable differentiated offering to clients
- Established an annual planning framework that included strategic themes, business case templates, scoring and prioritization models, and financial planning activities resulting in an approved budget and plan 4 months earlier than previous years
- Developed formal Board of Directors quarterly business reporting framework to enable proactive story telling on critical product investments across health, benefits, and retirement verticals
- Increased cross divisional collaborations by implementing a product line “Business Council” process to submit, discuss and recommend initiatives for intake into the Enterprise Priorities Office
- Created Extended Leadership Team (XLT) framework and managed the forum to increase transparency, collaboration and information sharing across a fragmented organization
- Provided comprehensive support to the CEO, enabling them to focus on critical decision-making and leadership tasks.
- Conducted weekly 1:1s with full executive team to align on priorities, track progress, refine multi-year strategic plans per functional area
- Core team lead on Integration Steering, Enterprise Project Priorities, and Business Council committees to ensure work conducted aligned with executive expectations and on target for completion.
Product Strategy & Transformation Managent
Alliant Credit Union
01.2020 - 03.2023
- Serving as an Advisor to Senior Executives and Divisional VPs to develop organizational strategies and objectives
- Defining vision, establishing execution plans, and ensuring organizational readiness for change initiatives
- Identifying key product initiatives to increase Net Promoter Scores, decrease journey friction points, and enhance value propositions for customers
- Provided critical thinking and influence to develop divisional, departmental, & product strategies within the Digital Banking, Digital Strategy, Risk Management, and Member Experience domains
- Lead efforts with VPs and Executives to develop program strategies, financial requests, and resource needs to achieve corporate strategies
- Conducted Executive review sessions to discuss progress, review market trends, and align strategies to support corporate vision
- Integrated cross-divisional product strategy roadmaps to optimize efficiency and member value
- Researched competitive landscape, designed product roadmaps, developed business cases, and created Go-to-Market strategies for banking products and services
- Lead teams in the UX, Product Design, and Architecture domains to conduct consumer research, blueprint customer journeys, and design products and experiences that align to customer expectations
- Established an integrated Digital Wealth multi-year strategy to offer digital investment services, goal planning capabilities, and estate planning services that are positioned to increase Net Promoter Scores by 5 points across key segmentation while achieving revenue projections
- Developed divisional intake, scoring, and prioritization process to align all initiatives to enterprise strategic pillars resulting in a dashboard view of progress, spend, and accomplishment for Executive team meetings.
Program Manager – Digital Platform Transformation
Alliant Credit Union
03.2017 - 01.2020
- Program Manager focused on Enterprise Transformational program and project deliveries across Lending, Operations, Marketing, Digital Banking, and Technology business Lines
- Managed cross functional teams of up to 40 internal and third-party vendor resources and leveraged both Agile & Waterfall methodologies within the SDLC and Product Lifecycles
- Strategic Program Management oversight over a multi-year $20M Digital Transformation that included internal development of a new Mobile Application, Online Banking Platform, Marketing Automation Suite, and Call Center Workforce Management solution
- Lead identification, selection, & RFP process to select design agencies, software development companies, and third-party vendor partners to aide in design and development activities
- Provided strategic leadership and guidance to all design, scope, & development activities to ensure customer needs were identified and met, software was architected to be scalable using .net and Xamarin framework, and overall Go-to-Market strategies were designed for maximum efficiency
- Conducted weekly and monthly Executive sponsor steering committee meetings to review progress, eliminate roadblocks, and discuss scope change recommendations
- Execution of program lead to an achievement of a 4.7 app store rating, 85% increase in Online Banking registration and usage, and a 60% increase in efficiency for marketing automation efforts
- Developed a multi-year product roadmap for Mobile, Online Banking, and Marketing Automation platforms, KPI dashboarding, and hired key product owners to support ongoing maintenance and delivery of all digital platforms.
Project Manager – Digital Channels
Alliant Credit Union
07.2013 - 03.2017
- Project Manager focused on Enterprise Level digital projects and initiatives
- Experienced in Agile/SCRUM and Waterfall methodologies
- Managed cross functional teams of up to 20 stakeholders and vendor contractors
- Created project plans, requirements, and communication plans for Executive and C-suite sponsors
- Worked with internal business partners to map processes and look for efficiencies using Six Sigma methodologies
- Partnered with Technology leadership to lead the organization efforts in a shift from Waterfall to Agile development practices
- Conducted a hybrid Project Manager, Scrum Master, & Business Analyst role within the development Scrum teams
- Successfully managed and implemented in excess of 25 enterprise projects such as a New Account Origination system, Indirect lending platform, Contract Centralization tool, and Document Workflow suite.
Operations Manager
Alliant Credit Union
10.2009 - 07.2013
- Responsible for overall management of back office operations within the new account administration and specialty departments
- Management of vendor relationships including selection, conversion, and implementation
- Direct oversight, including performance management and career development for 16 direct employees
- Identified operational efficiencies and championed successful implementation to reduce headcount and increase customer satisfaction ratings
- Product development of the Health Savings Account (H.S.A.) product and management of deposit portfolio to ensure growth and adoption within the industry to meet organizational goals
- Responsible for the strategic direction of an internally developed New Account Origination platform
- Ensure all service level agreements were met across internal business areas and vendor partnerships.
Education
Bachelors of Science - Business Management & Leadership
Capella University
Minneapolis, MNSkills
- Strategic Planning & Execution
- Digital Banking Management
- Customer Insights & Behavior
- Product Strategy Development
- Portfolio Management
- Resource Management
- Go-to-Market Strategy
- Vendor Management
- Performance Management
- Product & Program Roadmap
- Budgeting & Forecasting
- Change Leadership
- High Performing Teams
- Agile & Waterfall Methodologies
- Enterprise Transformation
Certification
- Certified SCRUM Master, SCRUM Alliance, 2014
- Certified, Six Sigma Green Belt, Harrison Street University, 2013
Timeline
Chief of Staff to CEO
Inspira Financial
03.2023 - Current
Product Strategy & Transformation Managent
Alliant Credit Union
01.2020 - 03.2023
Program Manager – Digital Platform Transformation
Alliant Credit Union
03.2017 - 01.2020
Project Manager – Digital Channels
Alliant Credit Union
07.2013 - 03.2017
Operations Manager
Alliant Credit Union
10.2009 - 07.2013
Bachelors of Science - Business Management & Leadership
Capella University
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