Melissa Lewandowski
Dudley,MA
Summary
Director with over 20 years of successful experience in data analysis and data mapping. Recognized consistently for performance excellence and contributions to success in retirement benefits industry. Strengths in creative problem solving and process improvements.
Overview
25
25
years of professional experience
Work History
Director, Emerging Products Implementation
Fidelity Investments
05.2023 - Current
- Co-lead a team of Project Managers responsible for implementing HSA, Student Debt, Executive Services, Single Sign On (SSO) and Workplace Giving benefits for Fidelity clients.
- Manage project assignments across all team members based on capacity and product expertise.
- Coordinate with Student Debt and Workplace Giving product, operation and sales business partners. (Co-Manager coordinates with HSA and SSO business partners).
- Provide business partners biweekly updates related to project slot plan availability, project volumes, client satisfaction feedback, new hires, and process hurdles.
- Meet weekly with Project Managers to provide product regulatory and process updates.
- Update procedural and project plan documents as required.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Monitored project progress, identified risks and took corrective action as needed.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Conducted regular performance reviews, providing constructive feedback and coaching to facilitate continuous improvement among employees.
Director, Communication & Education
Fidelity Investments
11.2021 - 05.2023
- Managed project assignments and capacity planning for Mid Market CC team.
- Supported and monitored CC related escalations.
- Produced and shared late requirement reporting to business partners.
- Lead cross-training efforts for existing employees to maximize team agility and performance.
- Established additional training documentation and video's for 3.16 New Business and Service Adds.
- Lead Digital Guided Onboarding initiative for C&E Core team.
- Assisted in creating and finalizing digital Core Market Implementation toolkit to be used as supplemental resource for clients to help educate their participants.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Administered quarterly check-ins and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures.
Senior Data Consultant
Fidelity Investments
07.2020 - 11.2021
- Recommend new products and services to clients and maintained solutions-oriented problem-solving for long-term client relationships.
- Present custom Data Consulting solutions to assist clients with their business needs.
- Oversaw implementation of custom solution projects from kickoff to completion.
- Guide project team consisting of Project Manager, Data Analyst, and Technical Consultant through all project phases.
- Coordinate projects, defined scope, and managed milestones.
- Attend resource assignment meetings and coordinated with management team, Scrum Masters, and Sr. Consultants to properly align resources to projects.
- Use Jira and OpenAir tools to setup and track new and reoccurring client projects.
- Verify quality of deliverables and conformance to specifications before submitting to clients.
- Manage monthly billing process for assigned clients.
- Track bookings and total budget for projects and worked with Project Managers to ensure projects stayed within original scope.
- Streamline Class Action Lawsuit allocation procedures and tasks as Product Lead.
- Interviewed, hired, trained and mentored staff by coaching, leading performance reviews and offering constructive feedback.
Director, DC Data Conversion and Implementation
Fidelity Investments
12.2016 - 07.2020
- Manage team consisting of Data Systems Analysts (SA) and Software Engineers (SWE), responsible for converting Define Contribution data to Fidelity Participant Recordkeeping System.
- Support offshore Software Engineer management team.
- Conduct associate performance reviews, determine performance ratings, and work with senior management to determine raise and bonus figures.
- Create capacity planning reports for senior management using projected sales and prior year volumes.
- Review project status reporting in order to track service-level agreements are met by team. Share reporting with business partners and escalate missing requirements that are preventing team from moving forward on client project.
- Work with SA and SWE subject matter experts to organize training programs for new associates as well as on going training for team. Assist in creating training documentation and training sessions.
- Direct SA and SWE team on process, code, or document updates required due to regulation changes or lessons learns from prior data conversion issues.
- Provide strategy advice to business partners in order to create reasonable data conversion time-lines for large complex client conversions.
- Assist SA and SWE in determining technical specifications/logic needed to accurately map and program complex data fields.
- Delegate assignments based on client project needs, capacity and knowledge of individual team members.
- Collaborate with business partners on client escalations, scoping nonstandard client projects, streamlining data conversion process, regulation changes that effect data conversion documents and processes.
- Guide team on how to conduct in-depth data analysis for client escalations and ensure all problems are resolved quickly and with minimal impact to clients or participants.
- Collaborate with business partners, agile data process teams, and internal systems teams in effort to continuously improve and streamline conversion process.
Sr. Manager, DC Data Conversion and Implementation
Fidelity Investments
04.2015 - 12.2016
- Manage team of Data Conversion Systems Analysts (SA).
- Interview potential SA candidates.
- Create training documents for team and conduct ongoing training sessions.
- Lead weekly calls with internal SA team to review current projects, updates to standard documents, regulation changes, document changes, training discussions, etc.
- Address escalated client issues and assist in data analysis needed to determine root cause of issue and recommend best plan of action to correct issue to project team.
- Subject Matter Expert related to Defined Contribution data.
- Assist team members in mapping field specifications and programming complex items such as Auto Enrollment, Vesting, Eligibility Tracking, Installments, Minimum Required Distributions, Beneficiary data, Loans, etc.
DC Data Conversion Systems Analyst
Fidelity Investments
04.2004 - 03.2015
- Reviewed files, records and other documents to obtain business information and key data in order to map data specifications in Data Element Listing for project.
- Worked closely with prior recordkeeper/vendor to obtain all required data files, data elements, file layout specifications, and data keys.
- Collaborated with prior recordkeeper to validate complex field mappings, request supplemental data files when needed, review data issues related to bad data received, and confirm data file time lines.
- Collaborated with Project Managers, Conversion Analysts and Data Conversion Consultants departments to solidify project requirements and respond to questions and concerns regarding conversion data.
- Conduct data analysis, research, and audit of data file and reporting to ensure all required data is received, data provided is accurate, and to allow for complete understanding of data in order to provide accurate mapping specifications.
- Assist programmers during conversion process to clarify any mapping logic and to provide direction to correct data issues if possible.
DC Conversion Analyst
Fidelity Investments
10.1999 - 04.2004
- Processed conversion assets received based on fund mapping details provided by Project Manager in Conversion Strategy.
- Review project documentation to obtain data mapping requirements needed to audit conversion data.
- Audited conversion reporting of indicative and financial data to ensure programming was completed accurately and to ensure data received by prior recordkeeper was accurate.
- Worked closely with project team related to data discrepancies found during audit in order to resolve data issues.
- Created reconciliation of assets received compared to participant balance records received by prior recordkeeper.
- Reviewed audit results with client and directed systems team to load data to production upon approval of conversion reports from client.
- Validated all conversion data loaded to recordkeeping system accurately.
Education
Bachelor of Science - Business Management
Nichols College
Dudley, MA1996
Skills
- Coaching and mentoring
- Empathetic Leader
- Data collection and analysis
- Data mapping
- Troubleshooting
- MS Office
- Multi Tasking
Timeline
Director, Emerging Products Implementation
Fidelity Investments
05.2023 - Current
Director, Communication & Education
Fidelity Investments
11.2021 - 05.2023
Senior Data Consultant
Fidelity Investments
07.2020 - 11.2021
Director, DC Data Conversion and Implementation
Fidelity Investments
12.2016 - 07.2020
Sr. Manager, DC Data Conversion and Implementation
Fidelity Investments
04.2015 - 12.2016
DC Data Conversion Systems Analyst
Fidelity Investments
04.2004 - 03.2015
DC Conversion Analyst
Fidelity Investments
10.1999 - 04.2004
Bachelor of Science - Business Management
Nichols College
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