Steven Small

Spearheaded talent acquisition efforts to create a center of excellence for product delivery in North America

• Scaled from a team of 1 to 7 direct reports, 51 indirect reports
• Managed $14m annual budget across a portfolio of projects, ensuring proper cost controls were in place and financial targets were consistently met or exceeded
• Personally handled strategic implementation projects ensuring client expectations were managed and met
• Righted numerous problematic projects adhering to contract terms and safeguarding company reputation
• Drove continuous improvement efforts by identifying areas of opportunity for process optimization within the organization's existing systems/frameworks actively

Successfully managed more than 30 Microsoft Dynamics ERP implementations to small and medium sized enterprise clients. Exceeded KPI's for client satisfaction and revenue targets. Additionally managed numerous internal product enhancement initiatives.

• Simultaneously lead multiple projects with varying project teams
• Participate in sales activities surrounding scoping and contract negotiation
• Sole owner for all project planning, scheduling, risk control and quality oversight
• Absorb all project issues. Direct, track and resolve with appropriate resources
• Accountable for overall project profitability and client satisfaction
• Creation of all project documents (charter, statement of work, activity lists, Gantt chart...etc.)
• Captain all project changes to ensure minimal risk impact
• Manage schedule and activities of 3rd party organizations for partnered implementations
• Present weekly to executive governance committee and publish updates to all stakeholders
• Lead project teams consisting of consultants, developers, product owners, vendors and client group (in-house and remote located)
• Balance workloads ensuring all staff hit utilization targets
• Time sheet approval and outbound invoice approval

Progressive 15 year career delivering solutions and services to 3rd party financial organizations. Excelled in building deep client relationships and adapting to evolving company identity.

• Directed the year end program for Investor Communications - print/mail and online distribution of 2 million+ account statements
• Lead strategic corporate projects involving sourcing technology, process redesign and job function standardization
• Manage SDLC projects for software builds and customization
• Oversee the on-boarding of corporate clients to Unitrax transfer agency application (financial data integration, UI deployment, local hosted)

Previous Positions Held;

Senior Business Analyst (support)

• Manage a team of analysts responsible for providing level 1 tech support to a group of top tier SaaS clients
• Conduct performance reviews. Mentor staff members as they accumulate product skills and business acumen
• Crisis management and escalation point for customers