KELLY BALLEZA
Fort Worth,TX
Summary
Project Management professional with 25+ years of success supporting FinThrive's implementation and onboarding operations. Deep institutional knowledge of business processes, client delivery expectations, and cross-functional workflows, with a proven record of leading projects, developing teams, and driving operational excellence.
Overview
25
25
years of professional experience
Work History
Project Manager, Onboarding
FinThrive
Plano, TX
05.2018 - 03.2026
- Managed project plans, schedules, resources, and stakeholder communications.
- Led multiple simultaneous projects, consistently meeting deadlines.
- Monitored milestones, deliverables, and project performance.
- Mitigated risks and resolved issues to keep projects on track.
- Mentored team members and improved onboarding effectiveness.
Product Implementation Analyst
FinThrive
Plano, TX
01.2001 - 05.2018
- Gathered and documented business and technical requirements for software implementations.
- Managed multiple client implementation projects, consistently meeting deadlines and client expectations.
- Conducted system testing and validation to ensure successful deployments.
- Troubleshot complex system and workflow issues, improving operational efficiency.
- Developed implementation procedures, user documentation, and training materials.
Skills
- Project management
- Risk mitigation and management
- Planning and scheduling
- Deliverable tracking
- Stakeholder communication
- Cross-functional collaboration
- Meeting facilitation
- Document management
- Advanced understanding of core healthcare EDI transactions
- Problem solving
- Team mentorship
- Verbal and written communication
Accomplishments
- Delivered 15+ concurrent projects annually with approximately 95% on-time completion rates.
- Led cross-functional teams across operations, technology, and business functions while consistently meeting project objectives and budget expectations.
- Mentored and developed project coordinators and team members, improving productivity.
Timeline
Project Manager, Onboarding
FinThrive
05.2018 - 03.2026
Product Implementation Analyst
FinThrive
01.2001 - 05.2018