Laurie J. Allen
De Pere,WI
Summary
After a 35-year career in corporate America at a Fortune 50 company, I had the wonderful opportunity to take a year off to reinvest in my family and myself, step away from what I have known my entire career, rejuvenate, and validate what I am passionate about doing for the remainder of my professional career. Balance is critically important to me, to allow the necessary time to serve the unhoused and hungry population in my community, a cause that is very dear to my heart. I have a very diverse skill set and successful work experience, ranging from program management, portfolio management, data governance, data and analytics, reporting, Agile transformation, and extensive leadership experience. I am looking for an opportunity to add value in a smaller role than what I left (AVP), continue my learning journey, and share my knowledge and experience with others.
Overview
30
30
years of professional experience
Work History
Office Technology Manager & Financial Assistant
Woodmen Financial Resources
01.2024 - Current
- Accountable for the technology transformation and process automation to ensure our office is performing as efficiently and effectively as possible. Technology includes selection, customization, onboarding, and training of Customer Relationship Management [CRM] asset, communication & marketing software, compliant text messaging software, integrated AI technology, and broker / dealer platforms and processes. In the capacity of a financial assistant, I support financial advisors by completing complex financial transactions on behalf of clients, and client management. Additionally, I support the company owner in the capacity of IT budget planning, management and reporting, cost valuation, identifying savings opportunities, business continuity planning, and ensuring alignment with broker / dealer and clearing firm tools, technology, processes, and compliance requirements.
AVP, Technology Leadership
Humana
01.2021 - 01.2024
- Accountable for creating a culture in which associates are engaged, empowered, feel heard, and can thrive and grow. Responsible for financial planning, management and reporting of a $50+m annual budget, data analytics & insights, data science, data governance, development of business intelligent assets for self-service insights, analytics and reporting, engineering of data protection and test data managed assets, product and program management, and transforming the how we work through complete Agile transformation. Responsible for talent, which consisted of 172+ associates in addition to off- shore, near shore and onshore contracting firms and staff. Negotiating complex contracts for design, development and delivery of service and assets. Establishing and the successful management and delivery of Objectives and Key Results [OKR's]. Successfully designed and implemented financial management tools for on demand access to data and insights for executive leaders to make data informed decision making. Successful process re-engineering of strategy, development and delivery teams via Agile best practices. Results yielded $1M+ in EFFICIENCIES. Successful design, development & deployment of data protection capabilities which directly contributed to our goal of achieving 65% compliance regarding data protection requirements dictated by state and federal law.
Director, Financial Planning & Management, Data Management, Analytics & Reporting
Humana
01.2015 - 01.2021
- Accountable for developing a power-house team [small, cost efficient, highly productive] to develop business intelligence tools to analyze business performance, identify leading indicators for corrective action, in addition to opportunity assessment. Additionally, responsible for enterprise segment data, analytics and reporting needs, segment financial planning and management. Results of work directly informed and influenced critical business strategies, investments, and geographic footprint. This time period included assessment of rebranding business, acquisition & sell-off assessment. Key success was developing customer facing business intelligence assets for large clients to manage their wellness offerings to their employees.
Multiple Manager & Program Manager Roles
Humana
De Pere, WI
01.2000 - 01.2015
- Led IT budget planning and management to optimize resource allocation and financial oversight.
- Developed intake process for IT investment prioritization, facilitating strategic decisions for senior leaders.
- Managed system development, testing, and implementation to enhance enterprise platforms for Dental business.
- Orchestrated migration of existing business data onto new platforms, ensuring seamless transitions.
- Conducted assessments for integrating new enterprise products with legacy systems for enhanced functionality.
- Enhanced wellness productivity through detailed reporting and analysis to support organizational goals.
- Coordinated program management strategies to align platform development with business objectives.
- Spearheaded initiatives to streamline system integration processes across various enterprise platforms.
Multiple Product and Project Manager Roles
Humana
De Pere, WI
01.1996 - 01.2000
- Designed and developed enterprise open enrollment wizard to assist associates with insurance selection during annual enrollment.
- Conducted product analysis of target acquisition company for alignment and migration to enterprise products.
- Identified gaps and opportunities in enterprise product offerings, facilitating strategic decisions.
- Collaborated with all business teams involved in enterprise product development lifecycle to create integrated project plan.
- Developed critical path to pinpoint process improvement opportunities and understand key milestones.
- Aligned processes and tools used by all contributing business teams for enhanced efficiency.
- Facilitated training and rollout of MS Project tool to streamline project management practices.
Education
BA Business Administration - Accounting
Lakeland University
Green Bay, WI05-2021
Skills
- Financial analysis and data management
- Leadership and talent development
- Partnership and collaboration
- Long-term planning and management
- Strategic delivery
- Business acumen and technology proficiency
- Effective communication
- Customer relationship management
References
Available upon request.
Hobbies and Interests
I am extremely passionate about giving back to the community in the form of time, talent, volunteering and fundraising. My passion has been with the homeless community. I served as the corporate sponsor for Freedom House. And I am currently service on the Board of Directors for St. John’s Ministries and their diverse portfolio of programs and services., My family and I love all things outdoors, golf, fishing, boating, camping, hiking, and thoroughly enjoy traveling to new places.
Awards
2019 – STEWIE award for excellence in Data Governance., 2008 – Presidential award for the successful planning, management and implementation of a legacy platform and entire book of business.
Affiliations
- Served as the corporate sponsor in parntership with the Freedom House, a local homeless shelter for families.
- Serving on the Board of Directors, St. John's Ministries service the homeless and housing instability
Accomplishments
- Received the company's Presidential award for the successful completion of the dental operation platform development and book of business migration.
Timeline
Office Technology Manager & Financial Assistant
Woodmen Financial Resources
01.2024 - Current
AVP, Technology Leadership
Humana
01.2021 - 01.2024
Director, Financial Planning & Management, Data Management, Analytics & Reporting
Humana
01.2015 - 01.2021
Multiple Manager & Program Manager Roles
Humana
01.2000 - 01.2015
Multiple Product and Project Manager Roles
Humana
01.1996 - 01.2000
BA Business Administration - Accounting
Lakeland University
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