Josh Lee

Las Vegas, NV *****

E-Mail – ac28qh@r.postjobfree.com

702-***-****

Professional Objectives

Strategic execution and a powerful sense of finding creative innovations; using technology, people and processes to empower new business models and revitalize old ones to their full potential. Passionate in growing business revenue. Delivering added customer value, with innovative tools and approaches. Expert in product management, feature design and solution definition. Extensive experience in strategic architecture and end-to-end solution creation, including all aspects of vendor, asset and personnel management. Skilled in Agile and traditional project management including timeline and artifact execution as well as team motivation for skilled delivery. A talented leader of personnel with special attention on growing, mentoring and maximizing team dynamics.

Key Skills

Financial Services and Healthcare “Go-To Market” solution development

Agile Scrum Master, Database Architect, Solution Designer

Business strategic planning, vision and development

Team and organizational design and optimization

International business development and sales experience, Spanish fluent

Deep Financial and Healthcare experience in every aspect of technology and workflow

Innovative version 1 solution development and definition

Key client engagement, sales and service

Management of offshore and vendor relationships and projects

Professional Experience

OptumCare (a division of United HealthGroup)

Chief Information Officer – West Region

October 2015 – Present

oManaged IT budget of $45M, reduced cost in year 1 by 18%

oImplementation of clinical systems for ambulatory care, digital patient engagement and CMS 4.5-star rated care organization

oVendor relationship management of over 45 vendors, reducing project overspend by 30%

oImplemented and managed data warehouse for over 85M lives

oDriving vision for National R&D and Product Development programs in clinical healthcare systems, physician productivity and patient care

oLead team of 160 employees for all information systems in West region with over 90% employee engagement and satisfaction.

Accountable for regional IT strategy and operations for western region of United States for all clinical care, IPA markets and CMS quality systems. Executive staff member and select member of UHG CIO committee. Achieved top ratings in employee satisfaction and maintained no attrition of key personnel. Key driver behind CMS initiatives for increased revenue and compliance.

Informatica Corporation

Global Director of Marketing – Financial Services

March 2014 – September 2015

oMonthly demand generation generating $30M in sales pipeline QoQ

oSuccessful event execution driving over $80M in pipeline in 12 months

oOver 600% YoY growth of Informatica social media stats for Financial Services

oDirect influence of sales generated bookings over $27M in 9 month period

oDelivered 5 market leading solutions for Financial Services

Global ownership of insurance and financial services marketing strategy and execution for Informatica. Provide corporate industry evangelism and marketing support for over 60 sales professionals, alliance management and professional services worldwide. Keynote speaker at industry events. Strategy development for new markets and solutions in financial services and insurance for Informatica.

Pre-Funding Stage Gaming Start-Up

Chief Strategy Officer

July 2013 – January 2014

oClosed two funding rounds for start up over $2M in VC funds

Deep inspection and development of business plans and analysis. 5-year financial model and revenue projections. Working directly with other company principals to ensure full product catalog development and pricing models. Alliance and partnership program development. Direct interaction with venture capital community for funding needs. Contract and partnering agreement negotiations engaged with third parties.

MicroStrategy

Head of Global Insurance/Financial Services Consulting

November 2010 – July 2013

oProduct management of FSI consulting solutions for key clients

oDrove YOY growth of 50% in consulting and advisory revenue

oIncremental annualized business development booked business of $2.5M

oConstructed business with 900% booked business increase in year 1

oRaised average consultant bill rate by 140% over company average

oManaged to 0% team attrition over tenure.

Delivery of strategic and solution based business intelligence solutions for the global insurance and financial services marketplace. Responsible for international team of consultants, analysts, project managers and product managers to deliver innovative solutions in the insurance and reinsurance marketplace. Personal executive engagement with Fortune 100 execs.

Risk Management Solutions, Inc. (RMS)

Vice President – Head of Innovation Consulting

May 2008 – October 2010

oDrove new revenue by 30% in two-year period including 85% renewable YOY

oDirected global team with over 80% employee satisfaction and less than 2% attrition.

oProduct management of 5 innovative solutions in market increasing clients by 300% in 2 year period

oPMO project delivery within 5% of time and budget

oPropelled 20% additional revenue through strategic partnerships

Responsible for international team of consultants, analysts, project managers and product managers to deliver innovative solutions in the insurance and reinsurance marketplace. Product management of key solutions for marketplace including marketing campaigns and feature design. Lead the delivery of innovative products and custom solutions for management of insurance risk and portfolio optimization using Agile development techniques. Initiated Latin American business unit.

Microsoft Corporation

Director – Business Intelligence Services

December 2007 – May 2008

oP/L and Revenue portfolio over $200M

oLarge global team management over 200 consultants

oDelivered two unique BI solutions in market

oDrove consultant skills training and certification

oCreation of marketing plan and materials

Responsible for product management of consulting services solutions and delivery methodology for the Business Intelligence product suite. Global responsibility for consultant pool and delivery of business solutions.

Senior Director of Product Management – Business Intelligence Strategy

September 2006 – December 2007

oProduct management of 5 Microsoft product teams into cohesive BI product offering

oDeveloped 2 patents for BI technology in Bill Gates’ office

oDelivered strategic new business and product plan with R&D groups in Office and Microsoft Server and Tools group

oLead vendor engagement and acquisition for BI tools

Lead product manager for business intelligence and data strategy for Microsoft Office Division products. Growing team and functions related to new product development and strategy for data driven applications and platforms inside of the Microsoft Office division. Team lead for internal teams and external company integration.

Senior Director – Product Management, Office Business Applications

September 2005 – September 2006

oDelivered SKU for Corporate Performance Management in SharePoint

oEngaged with 3rd party vendors for integration

oLead team in development, quality control and software testing

oStrategic architect for new product development, review of code and architecture for suitability in product development scope.

Key product manager and specification architect for analytics and business intelligence application unit within the Microsoft Office business division. Responsible for program creation, and resourcing for main application development group. Direct client engagement with Fortune 100 clients.

Senior Director of Financial Services Architecture – Architecture Strategy

September 2004 – September 2005

oStrategy creation for architectural approaches for finance sector

oLeadership of third parties, committees and team resources for architecture framework and solution creation.

oDirector and founding member of Interactive Financial Exchange (IFX Forum)

oHeavy international business engagement for architecture strategy

oProject architecture and leadership for Fortune 100 projects (MetLife, Barclays Capital, Citibank, Merrill Lynch, Allstate, First American).

Focusing on key architectural building blocks, messaging and solution architectures for the Financial Services sector. Strong leverage of architectural tools and methodologies.

Technology Strategy Director – Financial Services

October 2000 – September 2004

oDirector and founding member of Interactive Financial Exchange (IFX Forum)

oTrustee and board member for CIECA and MISMO

oCreated five key industry solutions with consultants and architects

oEngaged and advised VC community in financial solutions and start ups.

o2003 Person of the Year and Gold Star winner out of team of 200

oDirect engagement on strategy execution with Microsoft Research

oVendor engagement and business development for third parties working with Microsoft in finance.

oLiaised with US Government agencies on policy setting (Senate Financial Services Committee, Congressional Research Service)

Driving technology strategy at enterprise customers, standards and partners in the finance industry. Close work with industry groups, VC, and external parties to grow strategic business units and marketable products and architectures.

Immedient Corporation (Raymond James Consulting)

Practice Manager and Managing Consultant

August 1998 – October 2000

oLead company in utilization and strategic recruiting 2 years running

oProject management of large IT development projects.

oDrove team of over 75 consultants during cut-throat “dot com” era

Programming and architecture for distributed application and enterprise applications. Considerable use of custom and Internet clients. Business development and deal creation. Lead developer and architect on longer-term projects.

Other Professional Experience

Senior Systems Analyst – US Bank

Software development and oversight for credit card collections, fraud operations, and credit recovery services. Responsible for development and support of applications used by over 1600 users. Supervisory role on project teams for software and infrastructure implementations.

Small Business Owner – Wyndham Development

Executive consultant to HIMSS, small banking solutions, small business inventory control solutions. Employed 5 employees.

Software Developer/Architect – Leader Group, Inc.

Visual Basic and database developer for software to assist in project analysis and design. Primary use of SQL Server databases and custom reporting. Product purchased by BEA Systems.

Professional Certifications

Microsoft Certified Professional, Solution Developer – 1998 – 2002

Novell Certified Network Engineer – 1998

Microsoft Certified Architect – 2005

Microsoft Certified Database Architect – 2007

Scrum Master – 2008

Education

Idaho State University – Geology/Computer Science

Brigham Young University – Geology/Geophysics/GIS

Spanish language fluent

Douglas County High School, National Honor Society graduate

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