Summary
Overview
Work History
Education
Skills
Technical Experience
Certification
Affiliations
Timeline
Generic

Spencer L. Shea

Weston

Summary

Technology consultant with nine years of experience in financial services, specializing in technology transformation management. Led strategy, solution design, and delivery execution for financial platform implementations at three of the top five U.S. investment managers. Achieved significant operational efficiency improvements and enhanced business value for eight clients served.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Consultant, Investment Management

Deloitte Consulting LLP
Boston
06.2023 - Current
  • Managed multiple client engagements simultaneously while adhering to tight deadlines.
  • Facilitated client workshops with senior investment management industry stakeholders to review current procedures and develop new processes.
  • Developed training materials and conducted trainings for staff members on new technologies or processes.
  • Reviewed all deliverables prior to release ensuring accuracy, completeness, quality assurance standards are met.
  • Managed team of four performing current state assessment for top 10 US bank’s securities lending business, developed 3-year $20M technology roadmap driven by stack rank of opportunities for improvement recommendations identified through business and IT interviews, and a competitor analysis.
  • Managed a 6-person testing and E2E workflow workstream for a top 10 US insurance company, responsible for the development of BUAT, CUAT, and PROD testing strategies, and day-to-day test execution oversight for migration to Aladdin’s ABOR module, expected to save $2M annually.
  • Collaborated with 25 business, IT, and risk partners across the organization to develop a plan of 350+ test scripts with clear traceability to requirements, and presented results weekly to inform leadership of go-live readiness.
  • Designed a standardized 24-hour global batch model for a $50M Alpha implementation for a top 10 asset manager, collaborated with engineering to optimize the batch’s data scheduler, and successfully met the business's objective for reliable 7 AM SLA adherence.
  • Developed capability readiness model for top 3 US asset manager, worked with cross-functional SMEs to define criteria that enabled work plans to be driven by relative delivery priority and development readiness tollgates.
  • Implemented a joint operating model for PI/Sprint Planning Agile ceremonies, and improved results in work delivered versus plan in the next period to 65% (20% prior average).

Consultant, Investment Management

Deloitte Consulting LLP
Boston
08.2021 - 06.2023
  • Led workstream responsible for delivery excellence and continuous improvement initiatives for $2B recordkeeping transformation program for a top 3 US asset manager; areas of focus included: Defect Management Process, Release Strategy, and Agile Process Coaching.
  • Designed and implemented centralized, JIRA-driven PMO functions for all program planning, issue/risk tracking, and status reporting, previously decentralized or managed in XLS.
  • Led program management for $66B banking client’s post-merger technology integration; designed executive reporting KPIs to manage 12 workstreams; responsible for triage of PROD issues for 200k commercial accounts migrated.

Assistant Vice President, Implementation Lead

State Street
Boston
11.2019 - 08.2021
  • Developed phased implementation plan for top 3 US asset manager's migration to Alpha platform, expected to consolidate client's $800M fixed income business by retiring 20 legacy systems ontoone platform.
  • Responsible for leading project management for a cross-functional program consisting of 15 workstreams and 150 internal and client stakeholders.

Assistant Vice President, Pre-Sales Engineer

State Street
Boston
01.2018 - 01.2019
  • Contributed to $240k in new business won for Analytics (TruView) and Data-as-a-Service (DataGX) solutions by leading client presentations and developing POCs.
  • Managed team of three sales associates performing function responsible for RFP response support and lead generation activities.

Senior Associate, Sales Consultant

State Street
Boston
09.2016 - 10.2018
  • Established new function for business, trained new hires and grew function into a 5 FTE Sales Enablement team.

Intern, Private Wealth Management

Baystate Financial
Boston
06.2015 - 08.2015
  • Wrote and submitted reports on industry trends, prompting managers to develop business plans.

Education

Tuck Business Bridge Program -

Tuck School of Business At Dartmouth
Hanover, NH
07-2016

Bachelor of Arts - Economics & Business

St. Lawrence University
Canton, NY
05-2016

High School Degree -

Weston High School
Weston, MA
01.2012

Skills

  • Project management
  • Client relationship management
  • Business analysis
  • Agile methodology
  • Process improvement
  • Digital transformation

Technical Experience

  • Blackrock Aladdin, Charles River CRIMS, Confluence, JIRA, Front/Middle Office (ABOR/IBOR, Batch, Risk, Performance, and Trading), MS PowerApps, PowerBI, Salesforce, State Street Alpha, SQL, Tableau, Visio

Certification

  • BI - Power BI Data Analyst (PL-300)
  • Cloud - MS Azure Solutions (AZ-204), Azure Fundamentals (AZ-900)
  • Development - Azure Associate (AZ-208)
  • OMS – CRD Investment Management (CRIMS) Level 1

Affiliations

  • Boston sports, financial tech, running, the Economist, soccer, skiing, squash, traveling

Timeline

Senior Consultant, Investment Management

Deloitte Consulting LLP
06.2023 - Current

Consultant, Investment Management

Deloitte Consulting LLP
08.2021 - 06.2023

Assistant Vice President, Implementation Lead

State Street
11.2019 - 08.2021

Assistant Vice President, Pre-Sales Engineer

State Street
01.2018 - 01.2019

Senior Associate, Sales Consultant

State Street
09.2016 - 10.2018

Intern, Private Wealth Management

Baystate Financial
06.2015 - 08.2015

Tuck Business Bridge Program -

Tuck School of Business At Dartmouth

Bachelor of Arts - Economics & Business

St. Lawrence University

High School Degree -

Weston High School

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