Executive Profile
Senior executive with comprehensive leadership skills and a proven record of success in the Financial Services industry. Experience in Operations, Technology Solutions, Finance, Process Improvement, and Project Management Offices. Demonstrated ability to develop, communicate, lead and execute a vision.
Areas of Expertise
Business Strategy, Planning & Execution
Technology Quality Assurance and Governance
Organizational Change Management
Business Process Re-Engineering and Six Sigma
Financial Management
Business Continuity Planning
HIPAA & SOX
Operations Management
Portfolio, Program and Project Management
Professional Experience
BANKERS LIFE AND CASUALTY 2001- Present
2nd Vice President, Strategy, Planning and Execution (Enterprise PMO) 2004 -Present
Facilitate the development of enterprise strategy and initiatives.
Develop and implement an Enterprise Project Office enabling the execution of strategic initiatives.
Enterprise Portfolio Management.
2nd Vice President, Technology Services Quality and Governance 2002-2004
Responsible for Technology Strategic Planning, execution and IT governance, financial and vendor management.
Initiate and sustain a Project Management Office including Project Advisement in support of 47 cross-functional key (>$250k) business prioritized projects.
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Management and a System Development Life Cycle affecting 460 project requests.
Led Enterprise Architecture initiative, consisting of business processes, infrastructure, applications, and data warehousing. Responsible for strategy, alignment, execution, standards and documentation.
Led Business Continuity Planning, both disaster recover and operational processes.
HIPAA Privacy and Security Officer, enveloping gap analysis, gap project plans, and overseeing the execution of plans.
Six Sigma Black Belt, 2nd Vice President, Process Excellence 2001-2002
Multiple Six Sigma Efforts – Continuous Improvement and Design - total annualized savings $2.3M
Led a project to develop Risk Management discipline and reporting for Long Term Care product lines.
Led a business process improvement (Six Sigma) effort to address reserve-processing defects ($400k).
Led a DMAIC effort for Claim Processing productivity enhancements reducing claim-processing defects by 41% ($1.5M).
Led a Strategic Initiative to introduce web self-service for customers and providers, implemented in under 60 days ($400K).
CNA INSURANCE, Chicago, IL 1995 - 2001
Assistant Vice President, Controller, Information Technology - Life Division, Chicago, IL 1997 - 2001
Responsible for creating, implementing and sustaining a business and technology strategic planning process to create a shared vision, achieve alignment, and translate the vision to IT governance.
Implemented and sustained an IT project management office and IT governance.
Financial management of technology ($55MM annual budget, $12MM in assets).
Led business process re-engineering projects for Operations.
Led a team through due diligence in an effort to sell the Life Insurance division valued at $6 billion.
Established and managed through a “dashboard” of technology statistics linked to business initiatives and customer servicing.
Chief Financial Officer, Business Process Outsourcing Venture with CNA and CSC 1997-1999
Developed a framework to support a business process-outsourcing venture between CNA and CSC. The framework included strategic planning and modeling of the venture to support insurance back office administration.
Implemented an outsourcing agreement with CSC and USFG, including due diligence, operations management, and organizational and process re-engineering.
Consulted with CSC on existing outsourcing client engagements to increase profitability.
Project Manager, Life Division, Chicago, IL 1995-1997
Managed a business process re-engineering effort using technology for electronic applications, automated underwriting, electronic requirements management and workflow. Resulting in 33% of all Long Term Care claims processed electronically from application to issuance.
Managed a PeopleSoft general ledger, accounts payable and data warehouse implementation for a $3 billion Strategic Business Unit, centralizing 23 independent general ledger systems and accomplished in a 9-month period.
Greenbelt for the design and implementation of a decision support system and data warehouse using Six Sigma methodologies for operational decision-making.
MIDLAND LIFE INSURANCE, COLUMBUS, OH 1991-1995
Strategic Business Unit Accountant, Midland Life Insurance, Columbus, OH
Re-engineered and maintained accounting, treasury and investment processes, including supporting technology, to decentralize business unit accounting and financial functions.
Project manager for automated underwriting system development and implementation.
AMERICAN BIODYNE, COLUMBUS, OH 1990-1991
Claims and Preferred Provider Administrator, American Biodyne, Columbus, OH
Set up and maintained claims administration for a preferred provider network start up.
Independent Contractor, Columbus, OH 1989-1990
Implemented a Consolidated Omnibus Budget Reconciliation Act (COBRA) program for the state of Ohio employees, which total 66,000.
Distribution (agent) for Colonial Life and Accident.
EQUITABLE LIFE ASSURANCE, COLUMBUS, OH
Lead Regional Trainer and Claims Processor, Equitable Life, Columbus, OH 1981-1989
Developed, presented and trained 8 staff members.
Claims processor and business analyst for claim system enhancements, implementations and conversions.
EDUCATION
M.P.M., Masters in Project Management, Keller Graduate School, with Honors 2003
M.B.A., Business Administration, Keller Graduate School, with Honors 2000
B.A., Business Administration, Franklin University 1992
CONTINUING PERSONAL GROWTH
Co-Chairperson, PMO + CMO, Illinois CIO Exchange Special Interest Group (2004)
Presentor IT Expo (2004), Building a PMO
Member of Chicago Women in Technology responsible for concept of an IT Jobs list serve
Member of the Chicago Technology Services Executive Club |
