Joana Beltrão
NY,US
Summary
Chief of Staff |Strategic Leader in Operations Accomplished, highly analytical, and goal-oriented professional with over 15 years of experience in executing and leading cross-organizational initiatives, strategy, and operations on a global scale. Having honed expertise in managing large-scale initiatives and driving operational excellence during a significant tenure of more than 7 years in New York, now poised to leverage extensive international experience to contribute effectively to the local market in Brazil. Possess in-depth experience successfully organizing, managing and delivering cross-functional projects. Influences and guides at executive-level while structuring and executing complex analyses to support strategy in fast-paced and evolving environment. Excellent influencer and relationship builder with growth mindset and strong communications skills to summarize and present executive topics effectively to wide audience.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Executive Director, Chief of Staff to the CIO
Wells Fargo Bank
New York
05.2023 - Current
- Lead and support the execution of strategic initiatives across a global technology organization of 5,000 people and $1 billion budget, ensuring operational efficiency and alignment with corporate objectives
- Focus on streamlining executive communication, overseeing key performance indicators and managing complex projects in a heavily regulated environment.
Head of Diversity & Technical Vitality Strategy Leader
IBM
New York
01.2020 - 01.2023
- Designed end-to-end processes for guarantying career readiness and technical eminence by collaborating with strategic partners to optimize top technical talents
- Lead a DEI committee to monitor approx
- 11K members of the organization
- Develop and retain mid-career diverse technical talent by implementing effective corporate initiatives.
Global Strategy Leader & Agile Program Manager
IBM
New York
01.2018 - 01.2020
- Led specialists to design and deploy initiatives while constantly tracking metrics to ensure consistent progress and reduce deficiencies within areas
- Integrated day-to-day operational learnings to enhance business continuous processes
- Presented vivid appearance of frequent product/business releases across the portfolio and multiple organizational programs
- Defined projects’ operational roadmap, including visual identity, communications, and cadence using Jira
- Liaised with key stakeholders to execute the role of communicator across the portfolio by breaking barriers between organizational silos and sharing information timely.
Business Operations & Communications Strategy
IBM
New York
01.2017 - 01.2018
- Reviewed organization's strategic plans and developed departmental goals and standards to support vision (2K+ people org)
- Served as a trusted advisor for executing robust communication strategies for senior leaders
- Transformed communication operations by identifying and utilizing advanced opportunities
- Provided all facets of strategic guidance such as reviewing, editing, and optimizing content to publish in internal communications channels.
Chief of Staff to the IBM Global CIO
IBM
New York
01.2016 - 01.2017
- Assisted CIO by organizing an effective agenda to meet the teams (over 13K people globally) and local clients
- Put into operation the CIO's priorities and ensure their smooth running while supporting the transformation of IBM into an agile enterprise as well as facilitating operational objectives by collaborating with different offices to build an open fluid relationship
- Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives
- Implemented project management techniques to overcome obstacles and increase team productivity.
Agile Champion & Growth Initiatives Analyst for Latin America
IBM
Rio de Janeiro, Brazil
01.2014 - 01.2016
- Led and deployed the transformation from waterfall to agile operational methodology
- Trained teams to execute a new operational model based on the agile framework
- Chief of Staff to the IBM Latin America CIO
- Partnered to provide teams’ real-time advice/assistance by tackling and overcoming difficult organizational challenges
- Engaged as the program manager to plan strategic initiatives and support Latin America CIO to focus on key priorities.
Finance Analyst & Business Operations Specialist
IBM
Rio de Janeiro, Brazil
01.2011 - 01.2014
- Executed several operations for the development of strategic business models, including identifying risks/dependencies, supporting compensation expenses, developing meaningful business unit targets, and implementing robust business metrics
- Forecasted and assessed expenses by consolidating strategic and execution plan cycles
- Improved numerous processes, involving CIO strategy, geography integration, radical simplification, employees’ career development, and geo expansion by engaging as Latin America CIO executive assistant
- Recommended top-tier business ideas to executives (CIO) as well as collaborated with senior leadership to provide thorough guidance in finance operations.
Education
Master of Executive Business Management -
FGV, Fundação Getulio Vargas
Bachelor of Science in Economics -
Pontifícia Universidade Católica do Rio de Janeiro
Skills
- Strategies Development & Execution
- Program Design & Implementation
- Business Operations Management
- Program & Portfolio Management
- Stakeholder Management
- Complex Problem Resolution
- Continuous Process Improvement
- Performance metrics and KPIs
Websites
Certification
- IBM Design Thinking Practitioner, IBM
- Managing an Agile Team, University of Virginia Darden School of Business
- IBM Agile Champion | IBM Service Corps Alum, IBM
- Agile Meets Design Thinking, University of Virginia Darden School of Business
- Running Product Design Sprints, University of Virginia Darden School of Business
- The Manager's Toolkit: A Practical Guide to Managing People at Work, University of London
- OKR Expert, Expert in the Outcome Mindset Method
- WorkBoard Expert, Certified WoBo Platform Expert
- Become a Chief of Staff, LinkedIn
Timeline
Executive Director, Chief of Staff to the CIO
Wells Fargo Bank
05.2023 - Current
Head of Diversity & Technical Vitality Strategy Leader
IBM
01.2020 - 01.2023
Global Strategy Leader & Agile Program Manager
IBM
01.2018 - 01.2020
Business Operations & Communications Strategy
IBM
01.2017 - 01.2018
Chief of Staff to the IBM Global CIO
IBM
01.2016 - 01.2017
Agile Champion & Growth Initiatives Analyst for Latin America
IBM
01.2014 - 01.2016
Finance Analyst & Business Operations Specialist
IBM
01.2011 - 01.2014
Master of Executive Business Management -
FGV, Fundação Getulio Vargas
Bachelor of Science in Economics -
Pontifícia Universidade Católica do Rio de Janeiro
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