Jessica M. Nolan
Oviedo
Summary
Finance and strategy executive specializing in transforming financial operations. Recovered a $30M+ budget through process redesign and AI automation, enhancing operational efficiency and data accuracy. Influenced C-Suite decision-making in global enterprises through strategic governance and cross-functional collaboration. Seasoned Vice President with a proven track record in strategic planning, financial management and team leadership. Skilled at implementing operational improvements to drive productivity and profit growth. Demonstrated abilities in fostering positive relationships with stakeholders, partners, and clients while delivering high-impact business results. Known for problem-solving acumen, innovative thinking, and strong communication skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
VP, North America Technology Strategy, Planning & Governance
Chubb
01.2021 - Current
- Redesigned the end-to-end Technology Planning & Governance framework for North America, establishing a centralized process that brought a $30M+ technology budget from a significant overrun position back to plan and sustained it through rigorous process controls, cross-functional accountability structures, and real-time reporting visibility
- Developed an AI-powered governance model that automates manual data preparation for executive decision-making, reducing a multi-day process to under one hour and significantly improving accuracy and leadership confidence in reported data
- Built and led a high-performing team responsible for portfolio governance, annual planning, and executive reporting across North America Technology
- Led the development of a Salesforce tool (Fusion) for the Business & Technology Resiliency department, went live within budget and on time
- Drove the implementation of the data & analytics framework and governance model, resulting in the ability to pull accurate data from days to minutes
- Co-led the Global APM Certification Audit Project, increasing data quality in our system of record, providing visibility on progress and stats across the organization
Strategy & Operations Senior Manager, PLM
PTC
Boston
01.2020 - 01.2021
- Defined and communicated annual department goals (KPIs), business plans, and roadmap for PLM business, resulting in ~40% annual growth YoY
- Automated department financials from offline excel based models to Oracle BI Dashboard interface, reduced data analysis time by 6 weeks and data accuracy by 90%
- Led new product introduction of new bundled services and pricing strategy for key accounts, while decreasing internal attrition by 60%
- Drove the communication of quarterly and year end results to board of directors and briefed analyst community, establishing the department as an industry leader
- Developed a project management community, streamlining reports, tools and templates enhancing work product by 45%
CCB Strategic Senior Manager
SANTANDER, N.A.
Boston
01.2018 - 01.2020
- Developed the framework for annual strategic planning, budgeting and cost benefit analysis with business units, resulting in reducing annual plan cycle by 4 months
- Responsible for long range planning, month end reporting/presenting to C-Suite, and enhanced quarterly reporting to include industry benchmarks
- Leads a team of 5 staff to oversee full spectrum of finance functions
- Developed KPIs for strategic programs, improving overall revenue performance by 20%
- Determined viability of potential acquisitions through development of a financial impact analysis tool
Manager
DELOITTE CONSULTING
Boston
01.2015 - 01.2017
- Trusted advisor to key executive clients and internal c-suite through communicating portfolio performance, profit margin recommendations, budget/forecast analysis, and trending analysis
- Analyzed company’s valuation through NPV, P&L, cash flow statements, and ROI
- Directly managed a global team of 25
- Improved the forecast planning process by 20% through the development of a pipeline assessment tool
- Led the development of a value-creation analysis tool, which led to improved financial recommendations based on industry benchmarks by 10%
- Developed a standard global monthly and quarterly financial reporting package to c-suite, reducing reporting costs by 50%
Senior Consultant
DELOITTE CONSULTING
Atlanta
01.2012 - 01.2015
- Developed and led a strategic initiative to offshore month end close, expense analysis, client billing, and P&L monthly statements
- Created strategic plans to improve profitability and a tool to monitor key performance indicators
- Directly managed a global team of 12
- Developed an offshore financial team, reducing overhead costs by $20M per year, while completing the project on-time and within assigned budget
- Identified over $8 million in cost reductions by implementing a transaction-level accounting reporting system that allows for greater transparency
Consultant
DELOITTE CONSULTING
Atlanta
01.2010 - 01.2012
- Developed, performed and managed all aspects of financial planning, budgeting and forecasting
- Business advisor to executives, provided competitive market analysis, conducted ad-hoc financial modeling, and led yearly budget and revenue sessions
- Uncovered over $10M in cost saving opportunities through substantial business reinvestment, negotiating 3rd party fees, and challenging the internal and external staffing model
- Partnered with executive management, business and IT to develop the annual financial business plan to gain buy-in
Corporate Finance and Business Development Manager
STOCK LOAN SERVICES, LLC
Atlanta
01.2006 - 01.2010
- Developed and presented monthly and quarterly c-suite financial reporting package, incorporating flexible financial model utilized in annual budgeting process
- Presented financial trend analysis, industry benchmarks, and forecasting analysis to board of directors
- Partnered with cross-functional business units to facilitate yearly budgeting process and align short- and long-term strategic goals with financial market assumptions
- Established forecasting tracking and management reporting system, enhancing availability and accuracy of financial data, leading to 35% increase in accuracy
- Reduced vendor costs by $3M by implementing a system to reduce redundancies
Education
Excel Certification -
Microsoft
01-2010
Master of Business Administration - minor in Accounting
DeVry University, Keller School of Management
Atlanta, GABachelor of Business Administration - minor in Accounting
Saint Leo University
Gainesville, FLSkills
- Digital transformation
- Strategic planning
- Investment strategy
- Portfolio management
- KPI analysis
- Competitive analysis
- Long-range planning
- Process improvement
- Budget management
- IT compliance
- Data visualization
- Team development
- Talent management
- Cross-functional leadership
- Executive communication
- Executive briefings
- Leadership excellence
Certification
Microsoft Excel Certification, 2010
Affiliations
- Youth Soccer Coach
Timeline
VP, North America Technology Strategy, Planning & Governance
Chubb
01.2021 - Current
Strategy & Operations Senior Manager, PLM
PTC
01.2020 - 01.2021
CCB Strategic Senior Manager
SANTANDER, N.A.
01.2018 - 01.2020
Manager
DELOITTE CONSULTING
01.2015 - 01.2017
Senior Consultant
DELOITTE CONSULTING
01.2012 - 01.2015
Consultant
DELOITTE CONSULTING
01.2010 - 01.2012
Corporate Finance and Business Development Manager
STOCK LOAN SERVICES, LLC
01.2006 - 01.2010
Excel Certification -
Microsoft
Master of Business Administration - minor in Accounting
DeVry University, Keller School of Management
Bachelor of Business Administration - minor in Accounting
Saint Leo University