Professional implementation and project expert with proven track record in leading successful deployments and fostering team collaboration. Known for effectively managing project timelines and adapting to changing requirements to achieve desired outcomes. Skilled in strategic planning and problem-solving, with strong focus on delivering high-quality results.
Overview
21
21
years of professional experience
Work History
Client Implementation Manager
Asurint Inc.
01.2020 - Current
Responsible for establishing and maintaining a professional relationship with Asurint's internal and external clients
Manage the custom-built SaaS product implementation process, working directly with clients to identify, prioritize and manage needs for an efficient and effective Saas implementation for clients
Ensure success of the project by taking ownership of deliverables and assist/perform analysis, testing, support, and training
Write complete, concise and accurate SaaS requirements for Saas current and future products
Review and analyze client contracts, customer package request(s) and any other relevant client documentation related to their implementation on the Asurint SaaS platform
Providing an exceptional client experience while managing the deadlines and requirements of the SaaS implementation project plan
Coordinate with third-party administrators throughout the to oversee service levels, assess system risk and internal controls, and analyze reporting from multiple services
Administer product demos to stakeholders, gathering feedback on client needs and concerns and translate into technical requirements via Jira for development teams
Create user stories via Jira with clarity for both I.T
And SaaS users
Conduct User Acceptance Testing (UAT) and provide end user training
Managed implementation projects for strategic finance and insurance SaaS technologies and software
Led Agile/Scrum project management for revamping of financial reporting, documentation, and accounting functions for new vision insurance product
Wrote complete, concise and accurate requirements using the Agile process
Created user stories with clarity for both I.T
And internal users via Jira
Coordinated with third-party administrators to oversee service levels, assess system risk and internal controls, and analyze reporting from multiple services
Designed standardized billing, commissions, and payroll templates that improved quality and efficiency through Microsoft Dynamics 365 Business Central
Introduced new end-to-end operations workflow for new insurance product
Maximized Microsoft Dynamics 365 Business Central to analyzed and crate reports for accounting records, sales, financial statements, budgets, and other financial reports to study teh impact of the new Delta Vision product
Conducted User Acceptance Testing (UAT)
Developed training program, testing protocols, and billing and collections processes
Launched new statewide product within six months, enabling the company to achieve a milestone pursued for 10 years
Influenced multiple improvement initiatives, including the creation of Standard Operating Procedures templates and updated product documentation
Implementation Manager
Donnelley Financial Solutions
01.2004 - 01.2017
Spearheaded custom built SaaS implementation process for complex financial products including prospectuses, annual reports, semi-annual reports, Part Cs and Fact Sheets
Provided strategic global client support to meet expectations, timelines, and budgets
Monitored custom built SaaS implementation progress through a regular review process
Wrote technical and training documentation to support SaaS implementations
Conducted User Acceptance Testing (UAT) for final reporting SaaS products for numerous global stakeholders
Wrote complete, concise and accurate requirements and user stories using Jira for quarterly updates to existing and new SaaS products
Prepared, examined, and analyzed accounting records, financial statements, budgets, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards for global clients
Generated positive global client experiences by consistently delivering on-time, under-budget SaaS implementations
Analyzed financial information in order to upload onto the financial software solutions and Microsoft Dynamics 365 Business Central
Created balance sheets, profit and loss statements, and other reports to summarize current and/or projected client financial position
Implementated and configured of Microsoft Dynamics 365 Business Central application in conjunction with in-house SaaS financial products
Coordinated with third-party administrators globally to oversee service levels, assess system risk and internal controls, and analyze reporting from multiple services
Maximized Microsoft Dynamics 365 Business Central to analyzed global clients’ accounting records, financial statements, budgets, and other financial reports to assess accuracy, completeness, and conformance to procedural standards
Strengthened implementation experience through continuous improvement strategies
Directed the creation of Standard Operating Procedures templates, enabling the organization to work more efficiently and consistently
Revamped top-priority SEC documentation, making it possible for U.S
Based clients to meet same-day deadline
Supported the development of an automatic SEC filing system that used Donnelley’s own financial software solutions, providing an improved, streamlined experience for users
Named to serve on a council where global clients had the opportunity to provide feedback on firm’s financial solutions
Results-oriented business analyst/implementations leader, well-versed in overseeing global SaaS, financial reporting, and insurance software implementations.
Expert business analyst, implementation, project management and organizational skills, adept at problem solving and building relationships with global partners at all levels to drive forward progress on implementation goals.
Excellent customer service skills, laser-focused on delivering smooth projects on-time and on budget to exceed customer expectations.
Efficiently configures third-party applications in order to use collaborate for ongoing document processing.
First-rate communicator, practiced at navigating challenging situations to yield positive outcomes.
Maintains confidentiality regarding all matters, especially client information.
Applies understanding of clients' needs, systems and procedures.