Business Initiatives Resume Samples

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DE
D Erdman
Dominique
Erdman
1324 Ruecker Glen
Philadelphia
PA
+1 (555) 286 7857
1324 Ruecker Glen
Philadelphia
PA
Phone
p +1 (555) 286 7857
Experience Experience
Phoenix, AZ
Business Initiatives
Phoenix, AZ
Herzog, Jerde and McGlynn
Phoenix, AZ
Business Initiatives
  • The Project Manager is responsible for defining, measuring, analyzing, improving and controlling key business process improvement initiatives across the Philippine GSC Operations
  • The role of the Project Manager will be to coach, mentor and train project teams across all lines of business as well as act as a leader and change agent
  • Identifying and overseeing business process improvement opportunities within the Philippine GSC Operations encouraging information exchange and shared problem resolution
  • Overseeing and managing a business process improvement team who are responsible for identifying and documenting and implementing process improvements opportunities
  • Develop, coach and train the business process improvement team
  • Seek guidance on change management initiatives to support implementation of initiatives
  • Prepare communications plans by consulting with the wider project community on change management to drive knowledge and awareness of changes
Philadelphia, PA
Business Initiatives Manager
Philadelphia, PA
Kovacek-Effertz
Philadelphia, PA
Business Initiatives Manager
  • May have supervisory duties of instructing, assigning, directing related to specific initiatives
  • Ensure all areas of organization readiness are being addressed before rolling out to internal associates, clients and intermediaries
  • Comply with health and safety policies and procedures operating within the business
  • To manage specific regulatory related business initiatives within EMEA Asset Servicing in support of the LOB business objectives
  • Responsible for the day-to-day activities which include the following
  • Notify management and/or Compliance immediately of any material regulatory breach
  • Supports the Client Service Directors, Regional Vice Presidents and Office of Client Management on initiative management, initiative reporting and analysis on initiatives
present
Los Angeles, CA
Business Initiatives Knowledge Manager
Los Angeles, CA
Cummings Group
present
Los Angeles, CA
Business Initiatives Knowledge Manager
present
  • Objective maturity assessment to provide recommendations for additional enhancements
  • Consultative mindset and integrated teaming approach to service delivery
  • Strong executive presence and demonstrated success in building relationships at a senior level
  • Identify opportunities to achieve a step change advancement of the community’s accessible knowledge
  • Ongoing evaluation of knowledge value to projects and initiatives
  • Engage key stakeholders and deliver effective change and progress the community’s knowledge culture
  • Proficient in English, both written and verbal
Education Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
University of Florida
Bachelor’s Degree in Business Administration
Skills Skills
  • Strong attention to detail and a passion for producing quality deliverables
  • Ability to learn quickly and act decisively
  • Individual Wealth Operations: focuses on Accumulation Annuities, Guaranteed Investment Certificates, Payout and Segregated Fund business distributed by both Sun Life advisors as well as third party advisors with over $23 billion in assets under management
  • Comfortable working in ambiguous situations, flexible to handle a fast-paced environment and easily adaptable to a variety of management styles
  • Sun Life Global Investment (SLGI) Operations: focuses on Mutual funds distributed by both Sun Life advisors as well as 3rd party advisors, and has over 140,000 client accounts and over $3 billion in retail client managed assets under management
  • Group Retirement Services (GRS) Operations: focuses on plan member and sponsor administration and has over 1 million active members, close to 5,000 clients, $68 billion in assets and over 100,000 pensioners
  • Strong business application skills and experience (Excel, PowerPoint, Word, Notes) with strong skills and comfort with various online tools/applications
  • Ability to work with global delivery teams in a matrix organization to oversee the management of deliverables under time constraints
  • Ability to manage and prioritize a number of initiatives and deliverables concurrently
  • Ability to facilitate and lead groups through planning and collaborative exercises to achieve outcomes with strong buy-in and support
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15 Business Initiatives resume templates

1

AVP Capacity Management & Business Initiatives Resume Examples & Samples

  • Bachelor's degree in Accounting, Finance, Statistics, Business or any related field; MBA preferred
  • Must have at least 4-5 years of (proven) experience in a similar role - executive/ management reporting and performance analytics, business analysis, converting and presenting data to an executive level audience to enable decision making. Preferably for a global organization
  • Expert knowledge and skills in MS Office - Word, PowerPoint and Excel (in its full capability)
  • Preferred : Experience in project related roles within the financial services industry
2

Global Ishares Business Initiatives Resume Examples & Samples

  • Planning and coordinating the launch of new product initiatives
  • Driving cross-disciplinary initiatives and working with business leaders to change how we interact with clients and do business
  • Integrating new businesses - people, processes and infrastructure, while ensuring continuity at the business and operational level
  • Connect disparate teams and reach across functional or organizational boundaries to achieve results
  • Frame and communicate complex issues in a simple and concise way
  • Possess a broad knowledge of products and their lifecycle
  • Produce under time pressure
  • 5+ years of relevant experience. Knowledge of fixed income and/or equity markets and ETFs strongly preferred. Capital markets or investment banking background a plus
  • Highly effective process management: coordination, execution, follow-up and attention to detail
  • Strong problem solving skills with the ability to synthesize data, summarize issues and think outside the box
  • Strong proficiency in Microsoft Office (powerpoint, excel, word) a must
  • Demonstrated ability to influence, drive for results and work through difficult problems
  • Excellent written and verbal communication skills a must. Ability to articulate complex concepts simply and to interact with various levels of management
3

Business Initiatives Manager Resume Examples & Samples

  • May have management/supervisory duties within Plan Compliance Services ensuring high performing staff and talent development which includes instructing, assigning, directing and checking the work of Business Initiatives Associates
  • Responsible for the day-to-day activities which include the following
  • In partnership with Business Performance Solutions, report on Business Results & Metrics
  • 5+ years of Defined Contribution/Defined Benefit/Non Qualified Retirement Industry and/or Financial Services experience required
  • Ability to manage multiple projects and manage conflicting priorities
  • Demonstrated ability to lead and influence a project team, and provide guidance and leadership to help achieve team goals
  • Strong leadership/interpersonal skills to mentor/coach less experienced associates
  • Professional presence with a level of comfort interacting with associates at all levels of the organization, including senior management
  • Strong oral and written communication skills and ability to foster relationships with internal partners
  • Knowledge of Prudential Retirement recordkeeping and support peripheral system platforms (i.e. Omni, STARS, Salesforce etc.)
  • Computer proficient with Microsoft Word and Excel, and preferable proficiency with Microsoft PowerPoint, Access, Visio and Project
  • Skilled in managing multiple projects and conflicting priorities, can autonomously prioritize deliverables and work under tight deadlines
  • Excellent communication skills, both verbal and written, with strong attention to detail
  • Proven ability to foster strong and collaborative relationships with internal and external partners, able to negotiate conflict
  • Resiliency and ability to work in a fast-paced, changing environment
4

Business Initiatives Knowledge Manager Resume Examples & Samples

  • Based on a deep understanding of the business agenda and emerging needs of business (e.g. service line, sector or geography), propose knowledge initiatives and design solutions that are relevant and commercially impactful
  • Prioritize and deliver against business agreed strategic objectives, including insights on knowledge needs as appropriate
  • Support implementation of the initiative’s knowledge infrastructure, using firm standard architecture and technologies, to develop home sites and communities that align broader context of business priorities with content strategy (working closely with the assigned content advisor and community implementation lead)
  • Build a network of relationships across different ranks and countries, including Knowledge Champions and key experts
  • Together with respective business leaders, help to convene specialists to facilitate dialogue and to advance and extract relevant knowledge, ensuring that innovative ideas, good practices and lessons learned from pursuits and engagements are shared effectively
  • Drive knowledge awareness and adoption activities within the community to engage and educate practitioners on available knowledge content and resources, help build a knowledge sharing culture
  • Drive the execution of the initiative’s content strategy to ensure re-usable collateral is captured, co-created or curated, surfaced and proactively distributed to practitioners, including knowledge assets such as credentials, ‘Why EY’ decks, or account activity
  • Assign responsibilities and coordinate content and insight harvesting from engagements and pursuits
  • Lead the knowledge support for sector or SL-specific solutions aligned to market and regulatory developments (e.g. content curation, lessons learned transfer, awareness etc.)
  • Support the development of service line sector learning to support growth and sector specialization of our people integrating knowledge behaviors and core curriculum
  • Provide on-demand support for specific engagements or pursuits (first alerts), leveraging insights and information from multiple sources, including other engagements as well as third party sources
  • Ensure continuous improvement across key knowledge activities, and work with Analytics & Measurement team to support reporting and analysis on these activities as well as sharing and responding to feedback from customers and stakeholders
  • Ongoing evaluation of knowledge value to projects and initiatives
  • Objective maturity assessment to provide recommendations for additional enhancements
  • Engage key stakeholders and deliver effective change and progress the community’s knowledge culture
  • Identify opportunities to achieve a step change advancement of the community’s accessible knowledge
  • Demonstrated understanding and relevant experience in a similar business environment
  • Robust understanding of knowledge management approaches and their application, paired with the ability to articulate the value they bring to the business and drive buy-in and sponsorship from the business
  • Good understanding of knowledge infrastructure and relevant specific technology solutions to facilitate stakeholder discussions and identify expert resources to bring to discussions when needed
  • Consultative mindset and integrated teaming approach to service delivery
  • Ability to communicate and influence effectively to lead change with people on a global basis
  • Strong executive presence and demonstrated success in building relationships at a senior level
  • Professional, confident, credible and an enthusiastic team player able to work effectively across functional teams and sector, service line and market teams
  • Strong project management skills and experience in leading complex programs and projects to achieve milestones and objectives
  • Experienced people manager, able to lead teams in a complex environment
5

Business Initiatives Manager Resume Examples & Samples

  • 5+ years of Defined Contribution/Defined Benefit, Retirement Industry and/or Financial Services experience required
  • Proficiency with Microsoft Word, Access and Excel required
  • Proficiency with Microsoft PowerPoint, Visio and Project preferred
  • Advanced Management Systems (AMS) training preferred
6

Business Initiatives Developer Resume Examples & Samples

  • Analyzing and understand the business processes identifying and communicating the technical software requirements
  • Supporting the intake and review of new request to assist in prioritization
  • Designing automated process solutions in accordance with standard design principles and conventions
  • Configuring new automated processes and objects using core workflow principles that are efficient, well structured, maintainable and easy to understand
  • Creating and maintaining solution documentation
  • Supporting existing processes and implementing change requirements as part of a structured change control process
  • Creating maintenance schedules, test cycles and updates
  • Problem solving issues that arise in day to day running of automated processes and providing timely responses and solutions as required
  • Working within project planning constraints, communicating any identified project risks and issues to the delivery/project manager accordingly and providing inputs to the change control process
  • Supporting the Operational Teams during the UAT and rollout phases
  • Comprehensive and evident understanding of Microsoft Technology (VB .NET, Windows, Internet Explorer, SQL Server, Web Services)
  • Web Development including HTML, Javascript, XML, and Server Side Scripting in ASP would be an asset
  • Mainframe Client Automation would be an asset
  • Strong knowledge of SharePoint development and data mining
  • Innovation, creativity with strong critical thinking, quantitative and problem solving skills
  • Strong business aptitude with ability to understand business processes
  • Strong communication skills including
7

Business Initiatives Leader Resume Examples & Samples

  • Across the global distribution network
  • Bachelor’s Degree from an accredited university or college
  • Minimum of 5 years of program management experience with demonstrated success
  • Minimum of 5 years of distribution, logistics or material management experience to include use, development and implementation of related technologies (WMS, RFID, etc.)
  • Proven ERP implementation experience a solid plus
  • Demonstrated ability to lead and manage programs / projects
  • Demonstrated ability to analyze and resolve problems
  • Excellent organizational integration and influencing skills
  • Proven track record for meeting customer / business needs
  • Executive level presentation skills
  • Clear thinking and solid prioritization skills
8

Business Initiatives Manager Resume Examples & Samples

  • Manage or participate in key initiatives and projects on behalf of the Client Relations Business Development (CRBD) Client Service Organization
  • Ensure all areas of organization readiness are being addressed before rolling out to internal associates, clients and intermediaries
  • Plans, organizes and monitors change integration, problem resolution and project work for CR&BD Client Facing Organization (Key Account, Client Service Manager, Relationship Managers, etc.)
  • May have supervisory duties of instructing, assigning, directing related to specific initiatives
  • Supports the Client Service Directors, Regional Vice Presidents and Office of Client Management on initiative management, initiative reporting and analysis on initiatives
  • Strong knowledge of Prudential Retirement Services product offering or related retirement industry products and services
  • Knowledge of Prudential Retirement record keeping and support peripheral system platforms (i.e., Omni, CFE, ECI, etc.) In addition, experience with Customer Relationship Management platforms
  • 5+ years of Retirement Industry and/or Financial Services experience required
  • Ability to lead a crossfunctional project team and provide guidance and leadership to help achieve team goals
  • Ability to direct and motivate teams of people to encourage high standards of performance without formal authority
  • Ability to represent and make decisions on behalf of all CRBD, the various segments and markets
  • Negotiation skills that focus on best outcomes for external and internal customers
  • Strong oral and written communication skills and ability to foster relationships with internal partners and keep lines of communication going for accurate representation
  • Computer proficient with Microsoft Word, Excel, and proficiency with Microsoft PowerPoint
9

Business Initiatives Resume Examples & Samples

  • The Project Manager is responsible for defining, measuring, analyzing, improving and controlling key business process improvement initiatives across the Philippine GSC Operations
  • The role of the Project Manager will be to coach, mentor and train project teams across all lines of business as well as act as a leader and change agent
  • The Project Manager will have experience in delivering projects and a proven track record of implementing change that delivers a tangible business benefit using the appropriate quality management tools and methodology
  • He/she will have oversight of all the process improvement initiatives within the Philippine GSC Operations, and will support and guide the process improvement team on delivering change. This role will require an ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the Management team
  • Identifying and overseeing business process improvement opportunities within the Philippine GSC Operations encouraging information exchange and shared problem resolution
  • Communicating to key stakeholders the details of initiatives to ensure full and common understanding of the goals and objectives
  • Overseeing and managing a business process improvement team who are responsible for identifying and documenting and implementing process improvements opportunities
  • Develop, coach and train the business process improvement team
  • Seek guidance on change management initiatives to support implementation of initiatives
  • Prepare communications plans by consulting with the wider project community on change management to drive knowledge and awareness of changes
  • Very strong experience in project related roles within the financial services industry
  • Working knowledge of Statistical S/W, Application tools, MS Office Project and other key MS Office tools
  • Solid understanding of Change Management within a process improvement environment
10

Business Initiatives Manager Resume Examples & Samples

  • Report directly to the Head of Mortgage Originations Operations and provide a leadership voice to the operations team to influence execution of the strategic plan
  • Strong dynamic leader that has broad business perspective, has the ability to act as a decision-maker, and leads through influence to effectuate the execution and internal hurdle navigation
  • Ensure our Business Strategies and Initiatives put the customer at the center of everything we do. Apply LEAN principles designed to eliminate waste and dramatically improve our speed to purpose. Partner with the Business and PMO to ensure full adoption of Business Initiatives from a change management perspective
  • Collaborate and build relationships with other groups including Sales, Bank, PMO, Risk, Compliance, Legal, Control, Governance, Training, Technology as well as Operations Management partners
  • Ownership of documenting strategic plan through scenario analysis, proposing alternatives, and gaining approval from executive management and stakeholders. Act as a decision maker on initiatives as necessary to ensure business interests and objectives are being met as intended
  • Act as a thought leader in the development and maintaining of reporting and scorecards, variable incentive comp, capacity models, and annual review goals to ensure alignment with the third party strategy and internal business initiatives
  • Owns sourcing, negotiations, contracting, and relationship building for third party providers of technology solutions for originations, business process outsourcing, and service providers. Ensures that the strategy is coherent with internal initiatives, capacity modeling, financial plan and forecasting; enabling and maximizing metric achievement for NPS, EBIT, quality, and throughput
  • Support the Head of Mortgage Originations Operations with executive materials, including performance reporting, results, strategic planning and execution results for all of Originations, including as necessary creating a full perspective inclusive of Sales & Capital Markets
  • BS/BA degree or equivalent combination of education/experience. MBA preferred
  • Advanced level experience in a related role with extensive experience in business, functional and people management
  • Operational understanding of the mortgage business, middle office and support functions
  • Solid working understanding of how the mortgage business fits into the Consumer business and Citi, as well as of the strategic and financial impacts of the mortgage company on Citi and the business levers available
  • Record of high achievement and demonstrated ability working in a complex environment
  • Ability to effectively communicate complex topics to a broad audience
  • Strong analytical and quantitative capabilities are required
  • Consistently produce high quality work, fine-tuned to the audience
  • Strong Leadership, superior interpretive and problem solving skills are required
  • Demonstrated strategic business acumen and savvy
  • Consistent use of discretion; highest standards of integrity; ability to perform as a trusted advisor
  • Significant ability to multi-task
  • Strong relationship building skills with people of all levels of management and staff
  • Exemplary organizational skills
  • Solid decision-making skills
  • Demonstrates influence subtly and effectively
11

Business Initiatives Manager Resume Examples & Samples

  • To manage specific regulatory related business initiatives within EMEA AIS in support of the LOB business objectives
  • Analysis of regulatory change arising within any jurisdiction that impacts the EMEA AIS business and assessment of impact to the business, working collaboratively with cross-LOB working groups to deliver impact assessment
  • Responsible for documentation of the impact of the regulatory change on the existing control framework and delivery of Tier III procedures and policy changes required to implement the change
  • Co-ordination and delivery of training to EMEA AIS staff in relation to specific regulatory change projects, working with legal and compliance to deliver technical training and working with the Head of Regulatory Control and to deliver training on updated policies and procedures
  • Through understanding of the regulatory control environment, identification of ways to improve controls and challenge existing practices in relation to regulatory developments
  • Other activities as dictated by evolving EMEA business requirements
  • Comply with all corporate policies and procedures within the department
  • Notify management and/or Compliance immediately of any material regulatory breach
  • Comply with health and safety policies and procedures operating within the business
12

Business Initiatives Knowledge Manager Resume Examples & Samples

  • Prior experience in the area of change management would be beneficial
  • Advanced skills in Word, Excel, PowerPoint and SharePoint
  • May coach and mentor less-experienced members of the team including other Knowledge Managers or Analysts
13

I&CM Business Initiatives Mgr Resume Examples & Samples

  • Developing project plans, periodic status reporting, and coordinating the completion of time sensitive assignments
  • Managing timelines, deliverables and budgets related to implementation of I&CM projects and change management activities
  • Driving efforts to improve operational efficiencies and enhance internal control environment
  • Supporting new business initiative (NBI) governance process, ad hoc projects and other duties as assigned
  • Bachelor s degree in Finance, Economics or Accounting or related field
  • 8+ years of experience in the financial services industry
  • Strong knowledge of secondary mortgage market and Freddie Mac’s business
  • Extensive project management and change management execution experience
  • Experience implementing and assessing operational risk and internal control environments
  • Ability to work effectively with continuous change and competing priorities
  • Experience defining and documenting business processes and functions
  • Familiarity with trading and back office operations
  • Knowledge of capital markets trading front/middle office operations
14

Business Initiatives Manager Resume Examples & Samples

  • To manage specific regulatory related business initiatives within EMEA Asset Servicing in support of the LOB business objectives
  • Analysis of regulatory change arising within any jurisdiction that impacts the EMEA Asset Servicing business and assessment of impact to the business, working collaboratively with cross-LOB working groups to deliver impact assessment
  • Co-ordination and delivery of training to EMEA Asset Servicing staff in relation to specific regulatory change projects, working with legal and compliance to deliver technical training and working with the Regulatory Control Manager and Business Oversight teams to deliver training on updated policies and procedures
15

Mgr CC Business Initiatives Resume Examples & Samples

  • Creating clear and attainable project objectives, effectively planning project resources and delivering to planned cost, time, and scope
  • Using applicable Project Management Methodology to conduct work across the project life cycle phases including planning, designing, building and testing, preparing, deploying, and follow-up
  • Bachelor's degree in Business Administration, Computer Science, Management Information Systems (MIS) or related field and 4+ years of project management experience OR 6+ years project management experience
  • 2+ years of experience working on project(s) involving the implementation of project life cycle methodologies (e.g., SDLC, process management, organizational change)
  • 2+ years of experience leading project teams
  • Project Management Professional (PMP) or other project/program management certification
  • 2+ years of business experience
  • 2+ years of experience in project planning and coordination for large or complex projects
  • 1+ year(s) experience managing operational or project financial budgets
  • 1+ year(s) business or IT consulting experience
  • 1+ year(s) experience working on projects or programs requiring the integration of cross-functional technology and/or business solutions
  • 1+ year(s) of experience using formal business process improvement methodologies
  • Formal training in change management methodology (e.g., Conner)
16

Special Projects, Business Initiatives Resume Examples & Samples

  • Minimum 7 years program and project leadership experience. Worked with global teams to deliver complex projects in product management, sales strategy, or program design
  • Excellent project management skills; able to manage numerous projects on multiple platforms simultaneously; holistic project and time management
  • Passionate about creating structure and processes that support the development of amazing work in a creative environment
  • Demonstrates energy, drive, passion, and enthusiasm to do and be the very best and approaches things with a sense of urgency
  • Comprehensive understanding of global project management process with a meticulous eye for detail; understanding of how to deliver quality outcomes and world class deliverables
  • Led a fast paced, demanding strategic program or project environment. Comfortable working with global players in an international setting
  • Able to influence leaders across Apple business groups and partner organizations. Comfortable engaging with executive-level customers, key Apple executives, and other decision makers with credibility
  • Excellent interpersonal, communication, and written skills. Able to develop clear, concise documentation, including project briefs and reports
  • A solid knowledge of Keynote; excellent proficiency in Apple and industry leading productivity tools. A comprehensive understanding of Project Management systems and principles
  • A passion for technology, innovation, and a willingness to constantly challenge the status quo
  • High level understanding of Apple’s hardware and software solutions
  • Able to handle ambiguity with grace
  • Relevant tertiary education and industry qualifications would be beneficial. Specialization in Business, Project Management or Business Science; Agile, Six-Sigma, Scrum, or ITIL accreditation a plus
  • Experience with Apple’s business sales channel. Experience dealing with business customers
17

Business Initiatives Manager Resume Examples & Samples

  • Minimum of two (2) years of project or process management experience with successful record of accomplishments
  • Experience managing small to mid-sized projects and process reviews
  • Structured execution mindset and/or project management skills / aptitude would be an asset
  • Strong business application skills and experience (Excel, PowerPoint, Word, Notes) with strong skills and comfort with various online tools/applications
  • Ability to work with global delivery teams in a matrix organization to oversee the management of deliverables under time constraints
  • Strong relationship manager and a proven effective communicator and influencer with stakeholders at various levels of the organization
  • Ability to facilitate and lead groups through planning and collaborative exercises to achieve outcomes with strong buy-in and support
  • Excellent communication, planning, organizational and time management skills
  • Able to think and communicate conceptually, strategically and tactically
  • Ability to manage and prioritize a number of initiatives and deliverables concurrently
  • Strong attention to detail and a passion for producing quality deliverables
  • Ability to learn quickly and act decisively
  • Comfortable working in ambiguous situations, flexible to handle a fast-paced environment and easily adaptable to a variety of management styles
  • Fast, willing and inquisitive learner
  • Self-motivated, execution-focused, independent contributor
  • Knowledge of Wealth Operation/Products an asset but not required
  • Knowledge and experience of SLF Canada business is an asset but not required
  • Bilingual (oral and written communication skills) is an asset but not required
18

Business Initiatives Lead Resume Examples & Samples

  • To lead and deliver all aspects of strategic improvement / change initiatives / activity across our contract management and governance activities
  • To promote a culture of continuous improvement in the way we manage our major contracts
  • To be a regional advocate for good contract management practices, including the facilitation of knowledge sharing and training sessions
  • To manage the pay plan for contract management resources in AMEA
  • To support the Head of Business Planning on key projects
  • To support key cost transformation / business improvement activities to deliver cost savings, process improvements and customer experience improvements
  • MBA, Degree or equivalent experience
  • Extensive experience gained at a senior level in a commercial environment with a proven track record
  • The ability to test / challenge current thinking and implement new approaches, practices/policies
  • Excellent ability to influence decision makers and operational teams
  • Excellent understanding and use of analytical tools, techniques and behaviours
  • Demonstrable track record in building and leading successful teams. Virtual team management is a key skill
  • Strong awareness of contract management and governance best practices
  • Consulting experience, ideally with a background in accounting / audit
19

Global Business Initiatives Lead Resume Examples & Samples

  • Lead product development and commercialization teams from initial inception to final product
  • Bachelor’s Degree in Business, Economics or related degree to area of assigned expertise (ex. Healthcare/Bio-medical, Actuarial, etc.) or equivalent related work experience
  • 7 – 10 years life or health insurance experience
  • Advanced PC and technical skills, spreadsheets, statistical programs and actuarial software
  • Expert investigative, analytical and problem solving skills
  • Expert knowledge of product development lifecycle
  • Expert oral and written communication skills, demonstrating the ability to convey business terminology that is meaningful and well received
  • Expert ability to translate business needs and problems into viable/accepted solutions
  • Expert skills in customer relationship management and change management
  • Expert ability to implement organizational and/or departmental vision and goals that result in achievement
  • Expert ability to manage multiple projects and/or teams simultaneously
  • Expert ability to liaise with individuals across a wide variety of operational, functional and technical disciplines
  • Expert ability to make timely and effective decisions
  • Expert persuasion and negotiation skills when working with internal/external customers to resolve issues/problems
  • Expert knowledge of the life insurance industry, reinsurance market practices, and relevant insurance and tax (GAAP, Statutory) laws and their impact on client operations
20

I&CM Business Initiatives Senior Resume Examples & Samples

  • Managing timelines and deliverables (under normal supervision) related to implementation of I&CM projects and initiatives
  • Developing written assessments consistent with new business initiative (NBI) governance process for I&CM initiatives (as well as Single-Family and Multifamily sponsored NBIs that impact I&CM)
  • Developing or enhancing policies and procedures for business processes
  • Bachelor’s degree in Finance, Economics or Accounting or related field
  • 5-7 years of experience in the financial services industry
  • Strong technical proficiency using MS Excel, Visio and PowerPoint
  • Experience defining and documenting business processes with emphasis on operational risk and internal controls
  • Capital markets trading front/middle office operations experience
  • CFA, CPA or other professional certification
21

Business Initiatives Specialist Resume Examples & Samples

  • Manage the analysis and review of business initiatives, looking for areas to improve the business and process
  • Represent Operations on special corporate and field project teams, including the successful deployment of any operational and merchandising initiative
  • Partner with field Operations resources to develop special projects, programs, process improvement opportunities, business initiatives as well as store operating procedures
  • Monitor/track performance of new and existing special projects/programs
  • Manage pilot programs and testing in model stores
  • Manage vending contracts/relationships for "operations-owned" programs
  • Three-to-five years of retail experience at the multi-unit level
  • Ability to influence and impact the field operations teams remotely
  • Demonstrated ability to develop and explain process flows
  • Strong collaboration skills, particularly across cross-functional teams
  • Strong analytical abilities with demonstrated success in translating analysis into executable action
  • Strong project management skills with demonstrated success in project plan creation and successful implementation
  • Keen problem solver who has a drive for results
  • Intermediate proficiency with MS Excel
  • Travel will be required in this position
  • Four year college degree