Summary
Overview
Work History
Education
Skills
Non-profit Experience
Timeline
Generic
Taylor Connolly

Taylor Connolly

Philadelphia,PA

Summary

Versatile business professional with 6 years of experience across Product Management, Customer Experience Strategy, and Corporate Finance. Strong background building both customer-facing products and internal tools from 0-1. Passionate about combining strategy and creativity, driving new opportunities with technology, and building experiences loved by their users.

Overview

6
6
years of professional experience

Work History

Product Manager, Embedded Lending

JP Morgan
Philadelphia, PA
03.2023 - Current
  • Second product hire for new business unit, partnering with GM and CTO to evaluate market opportunity and strategic fit for new product concepts.
  • Led the full stack development of the customer-facing UI, payment services, financial reporting features, and digital notification strategy for a 0-1 product.
  • Supervised design, development, and data engineering resources to propel new product and feature development projects.
  • Organized and oversaw the training materials and courses on a new product for servicing agents, collections, and operations.
  • Engaged customers through interviews to define product vision, features and releases.
  • Collaborated with marketing team and functional management to achieve business and marketing strategy objectives.
  • Researched and identified new market opportunities while monetizing current opportunities across Embedded Lending offerings.

Customer Experience Strategy

Chase Card Services
Wilmington, DE
01.2022 - Current
  • Partnered with Payments and Lending Innovation product teams to create business cases and influence roadmaps based on customer feedback and industry trends.
  • Maintained varied customer feedback channels to derive and publish actionable insights for business decisions and executive-level presentations.
  • Researched and led opportunity to publish high-impact marketing content on the credit card resource center website to reach under-performing customer segments.
  • Oversaw customer statement content as the governance lead across all credit card business units.
  • Leveraged SQL and Alteryx to analyze large data sets and identify meaningful and actionable insights.

Regional Financial Controller - Macro Markets

JP Morgan
Newark, DE
08.2017 - 12.2021
  • Business owner for accounting software environment leveraged by regional sub-LOB, which supported over 5,000 active trades across a diverse product-range. Responsible for backlog, prioritization, UAT, and deployment across multiple technology teams.
  • Designed and tested product features and UI for new reconciliation software tool, creating a globally standardized process for derivative reconciliation and consolidation of function, saving 10+ hours in labor per week across global department.
  • Piloted new internal valuation control automation software, partnering with various functions to drive testing and refine database mapping. Now used across all global businesses trading OTC derivatives.
  • Supervised accounting functions, including month-end close processes, preparation of data for domestic and international regulatory reporting, commentary for relevant footnotes, and cross-functional partnership to deliver accurate and timely financial statements.
  • Functional oversight of two employees in US and three employees in India who reviewed accounts and performed journal entries to resolve discrepancies.

Change Management

JP Morgan
Newark, DE
12.2018 - 12.2019
  • Researched accounting control methods to drive improvements and devise new processes. Documented findings and prepared polished reports highlighting potential strategies, resulting in a one-year project to improve procedures and user tools for global fixed income financing.
  • Collaborated with senior managers to migrate, consolidate, and improve internal procedures for capitalization on critical mass and new technology, decreasing labor investments by 6 hours per week on four-person team and driving down outstanding exceptions by up to 70% in some products.
  • Prepared and presented reports to department executives on successful implementation and benefits of improvement strategy to be used as best practices across other businesses.

Education

Bachelor of Science - Finance

Immaculata University
Immaculata, PA
08.2017

Skills

  • Product Vision and Strategy Ownership
  • Agile Software Development
  • Scrum Framework
  • 0-1 Product Development
  • User and UX Research
  • Digital Marketing
  • Javascript, HTML, Postman API
  • JIRA, Powerpoint, Alteryx, Tableau, Qualtrics

Non-profit Experience

  • Tamani World Children Project, Communications Committee (2018 - 2022) - Responsibilities include writing articles for the quarterly newsletter and communication between sponsors and orphans.

Timeline

Product Manager, Embedded Lending

JP Morgan
03.2023 - Current

Customer Experience Strategy

Chase Card Services
01.2022 - Current

Change Management

JP Morgan
12.2018 - 12.2019

Regional Financial Controller - Macro Markets

JP Morgan
08.2017 - 12.2021

Bachelor of Science - Finance

Immaculata University

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Taylor Connolly