Hi, I’m
Megan Edwards
Stanfield,NC
Summary
Selfless financial services technology & operations strategic leader with a history of creating strategic plans to meet organizational goals utilizing consistent and organized practices. Skilled in navigating ambiguity, adapting to new situations and challenges to achieve results. Utilizing a fearless approach driven by ‘progress towards perfection’ and a ‘fail forward’ mentality. Proven expert facilitator for program design, whiteboarding, and strategy creation sessions.
Overview
12
years of professional experience
1
Certification
Work History
Affirm
Director, Strategic Planning & PMO
03.2022 - Current
Job overview
- Designed strategy on how to save 20% of FY24 operational budget; resulting in ~$20MM in savings YOY.
- Lead portfolio of 40 programs & 100+ active projects; 2 managers & 6 program managers as well as projects led by other project owners in Operations.
- Drafted and distributed reports to assist Consumer Ops Leadership with critical business decisions.
- Led balanced strategy between cost efficiency and customer centricity.
- Spearheaded innovative approaches to resource allocation and strategic planning.
- Implemented Asana Portfolio, Program, Project management & intra-team sprint planning.
- Developed project budgets and managed production costs.
Wells Fargo
Product Operations Manager
08.2019 - 03.2022
Job overview
- Managed product rollouts for case management tooling, user training, testing and internal communications.
- Led operational initiatives to solve ongoing strategic operations challenges.
- Collaborated with cross-functional teams to help improve operational workflow.
- Led largest enterprise waterfall-to-agile migration to-date at Wells Fargo - ~150 developers & 12 FTE Product Team
- Led product change strategy to migrate from 4 user interfaces into 1 consolidated interface to serve the enterprise for all allegation management programs (8 business groups). Successfully resolved regulatory issues. Included leading 150 person project team, new product features, enterprise-wide & business-specific procedures for 10 business groups, training, communication, staffing and organizational change.
- Led team of 12 Product team members to execute Product Vision and Product Strategy.
- Monitored JIRA, user story and acceptance criteria delivery, drafted and delivered executive level reporting on sprints and releases.
Investor Management Services (acq By RealPage)
Director of Implementation
03.2018 - 08.2019
Job overview
- Cultivated project timelines, documentation, processes and updates to develop and manage consistent tactical plans.
- Designed and executed end-to-end SaaS client implementation strategy in
- Designed and implemented operational infrastructure: capacity model, client rebate program and professional services product offering
- Hiring 15 FTE, onboarding, training, methodology and governance; decreased implementation time by 75% within 6 months
- Managed end-to-end RFP and implementation of project management software, Mavenlink
- Coordinated and managed internal projects and assignments to deliver seamless rollout.
- Organized project implementation resources and leveraged expertise to assist organizational rollout.
- Evaluated and defined internal and customer needs, implementing processes to address requirements.
- Served on cross functional leadership teams for Product Development Strategy and Customer Engagement/Retention
- Increased customer satisfaction by 200% in less than 18 months
- Executed Customer Success organizational change which increased operational efficiency by 62%
Bank Of America Merrill Lynch
Global Project Manager
06.2011 - 03.2018
Job overview
- Implemented multi-year global, Corporate purchase & travel card programs via TSYS, GRAM (Mastercard) and Works platforms (Visa). Led 3-5 largest, platinum clients in the Portfolio
- Oversaw global expansion and partner relationships, enabling footprint expansion into new markets.
- Led program to outsourced implementation support team in India (80 contractors)
- Led software design & execution program to facilitate internal handoff from Sales to Implementation; reduced assignment timeline & capacity by 50% at Bank of America
- Previous Roles: Global Commercial Card Service Manager, Treasury Services Advisor, Personal Banker
Education
Strayer UniversityWashington, DC
MBA from Project Management
09.2013
Salisbury UniversitySalisbury, MD
Bachelor of Science from Corporate Finance
12.2009
Skills
- Strategic Planning & Goal Development
- Program Framework & Program Management
- Complex Problem-Solving
- Operational Analysis & Root Cause Analysis
- Strategic & Process Improvement Initiatives
- Work Breakdown Structure (WBS)
- Resolving Operational Issues
- Stakeholder Communications
- Project Cost Management
- Change Management Process
- Agile & Waterfall Methodology
Certification
- Certified Program Management Professional (PMP), Project Management Institute (PMI), May 2019
Hobbies
Runner, Peloton-er, gardening, reading and Mental Wellness advocate
Timeline
Director, Strategic Planning & PMO
Affirm
03.2022 - Current
Product Operations Manager
Wells Fargo
08.2019 - 03.2022
Director of Implementation
Investor Management Services (acq By RealPage)
03.2018 - 08.2019
Global Project Manager
Bank Of America Merrill Lynch
06.2011 - 03.2018
Strayer University
MBA from Project Management
Salisbury University
Bachelor of Science from Corporate Finance
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