Results-driven executive with experience delivering enterprise-wide solutions in Technology, Finance, Human Capital Management, Healthcare, and Insurance. Specializing in Project, Portfolio and Relationship Management, Transformational Change, Service Operations, International Business, Technology Audit, and Risk Management.
Consistent record of delivering business value in the following areas:
- Project Management & Operations
- Client Retention
- Human Resources Outsourcing
- Relationship Management
- Information Security & Controls
- Business Transformation
- SOX Compliance
- Process Improvement
- Management Consulting
- Outsourcing & Vendor Management
Work Experience
ADP, Parsippany, NJ Director, Client Success MAY 2019 - Present
Experienced leader of Client Success Managers within ADPs fastest growing division – HR Outsourcing, Comprehensive Service. Passionate about driving strategic value and technology optimization for clients who recognize Human Capital is every organization’s greatest asset.
- Accountable for timely and accurate forecasting of risk and results, exceeding market goals in client retention, client engagement, NPS results, and client loyalty programs.
- Leverage relationship management experience to shape overall client retention strategies for NJ and NY; $25M client portfolio spanning the mid market, upmarket and enterprise segments
- Empower C-Suite executives with leading-edge business tools, analytics and insights to ensure their organizations are equipped to exceed strategic business goals
- Impart customer-focused leadership skills which emphasize managing the human side of change
HORIZON BLUE CROSS BLUE SHIELD, Newark, NJ 2008 – 2019
PMP certified program manager reporting to the Area Vice President, responsible for the planning and
execution of $20-50M project portfolio and other critical initiatives related to promoting the company’s strategy. Transitioned from Enterprise Project Management Office (EPMO) to Service Operations to lead organizational transformation and implement strategic initiatives
- Benefit Coding Manager – accountable for root cause resolution, process improvements, and reduction of financial penalties due to audit citations
- End to End Account Implementation – led Change Management of people, process and technology to support readiness for Health Care Reform
- Service Division Project Management Office (PMO) – responsible for Project Managers, enterprise relationships and execution of service component of $150M project portfolio
- Service Excellence Strategy, Program Manager – planned and directed end-to-end strategic, operational and technology projects pertaining to the implementation of Horizon’s member and provider experience; responsible to executive leaders for preparation of Board material
- Provider Services, Acting Director (4months) – provided direction to six managers and 250 person call center, correspondence, training and Blue Card teams; seamlessly transitioned to named Director
- Enterprise Project Management (EPMO) – Senior Manager in Horizon’s EPMO entrusted with leading some of the companies most strategic priorities because of ability to work well with all levels, manage cross organizationally, and communicate with precision, courage and candor
- Recipient of Chairman Operational Excellence Award – established Horizon Healthcare Innovation PMO in 90Days; outcome was the company’s patient-centered value-based care strategic model
TURNAROUND INVESTMENT PARTNERS, INC. NYC, NY 2006 - 2008
Entrepreneur - Executive Advisor, Management Consulting
- Business advisor to CEO and senior leadership team to help them embrace their role as change sponsors focused on building change mentality and agility into the organization’s DNA
- Assisted in creating sustainable capabilities and supporting their direct reports to effectively lead through the transformations needed to keep companies relevant and competitive
- Collaborated with all levels of management to facilitate clarity of business direction and objectives; fostered open dialog between leaders and their teams to promote the assimilation process and generate commitment to common goals
DUN & BRADSTREET, INC., Short Hills, NJ 1997 - 2004
Technology VP, Information Protection Strategy & Policies 2003-2004
Technology VP, E-Business, Canada & Acquisition Integration 2002-2003
Technology VP, Chief of Staff to Corporate CIO 2000-2002
Director, Analytical Services Programs 1999-2000
Director, Corporate Technology Audit 1997-1999
Former member of D&B Technology & Operations Senior Leadership Team reporting to Corporate CIO. Selected by executive management to lead various large-scale efforts as necessitated by changing business needs. Achieved success in fast-paced matrix environments by effectively collaborating with business leaders across functions to organize, motivate and build cohesive, results-oriented teams
SOX 404
- Assumed end-to-end ownership for Technology-wide and executive level projects; demonstrated success delivering programs on-time and on-budget
- Directed Global Program Management Office to support 125 team members with responsibility for over 200 projects. Collaborated with Deloitte Consulting, PWC and E&Y to resolve security gaps and establish a strong foundation for the SOX 404 program. Accountable to the Executive Committee and Board of Directors for international progress towards regulatory compliance
Change Management & Communication Planning
- Orchestrated global change initiatives. Implemented communication plans for significant change initiatives including the outsourcing of international data centers and Technology Operations team members in the US, Europe and Australia. Razor-sharp focus on “the people” resulted in 98%acceptance rate, improved employee satisfaction scores, seamless transition, and 15% cost savings
Strategic Business Planning
- Partnered with CIO to turnaround the Technology organization by establishing mission, vision and operating principles; resulted in enhanced leadership behaviors at all levels, increased service value, and delivery of innovative solutions to drive business growth
- Active member of annual strategic business and financial planning teams; accountable for multi-year planning and daily operations of department with budget responsibility of $130 million
- Selected by executive management to participate on cross functional teams to drive strategic change initiatives including Holistic Compensation and Benefits review, Sarbanes Oxley, Diversity Recruiting, Executive Mentor Program, and Best in Class Vendor Management Practices. Upon Board approval led fast & flawless implementation of these initiatives
PRUDENTIAL INSURANCE CO., Roseland, NJ 1996 - 1997
Technology Audit Director, Individual Insurance Group
- Accountable for technical audit staff, strategic planning, resource allocation, and project management across four regional offices
- Performed feasibility study and developed executive management proposal to outsource technical audits of the Call Center telecommunications infrastructure resulting in the prevention of toll fraud, the denial of service, and the disclosure of confidential information
JPMORGAN & CO., New York, NY 1987 - 1996
Asset Manager, Domestic Portfolio Management 1994-1996
Private Banking Officer, International Product Management 1992-1994
Audit Officer, Technology 1987-1992
Education
PACE UNIVERSITY, New York, NY
BS, Mathematics/Computer Science, 1987 MBA, Finance - Portfolio & Asset Management 1993
Project Management Institute (PMI)
PMP Certification, Project Management Professional May 2009; 2012, 2015, 2018 recertification
America’s Health Insurance Plans (AHIP) Foundation
Fellowship, AHIP MMDP Leadership Graduated class of 2011/2012
ADP Human Capital Management (HCM) Certification, June 2019
Patent Inventor
Enterprise Risk Assessment Manager (RAM) System – patent issued June 2, 2005 (Dun & Bradstreet, Inc)
Intranet based software system that provides enterprise-wide automated risk assessment and portfolio
management to help companies reduce bad debt, decrease operational expenses and increase cash flow;
supports multinational businesses, displaying data in multiple languages and currencies