Process Optimization Financial Services

Scott Harvey

*************@*****.***

Scott Harvey LinkedIn

Scott C Harvey (scott-c-harvey.com)

Lucas, TX, 469-***-****

Director of Product, Consumer Data

With over 15 years of experience in banking software and financial services, I am a servant leader committed to transforming operational frameworks through strategic process optimization and technological innovation. My journey, marked by founding NewWave FinTech Consulting LLC, has been driven by a passion for harmonizing human capital, workflows, and cutting-edge technologies to achieve sustainable enhancements. I thrive on fostering collaborative environments, driving efficiency, and delivering impactful solutions that elevate customer satisfaction and business performance. My expertise spans post-M&A integrations, operational strategy, software development, and technology adoption, underscored by a track record of significant cost savings and revenue growth.

Areas of Expertise

Product Strategy

Leadership

Product Roadmap

Agility

Risk Management

Business Strategy and Analysis

Project Management

Data Analysis

Customer Focus

Innovation

Operational Excellence

Communication

Change Management

Digital Product Management

Financial Accumen

Accomplishments

Founded NewWave FinTech Consulting LLC, focused on helping clients achieve sustainable operational enhancements through strategic process optimization and technological innovation.

Achieved a 98% customer renewal rate and reduced costs by 15-20% through process optimization at Tru-Stage Technology.

Realized $3M year-over-year growth and saved over $750K by optimizing processes and headcount at Jack Henry & Associates.

Reduced implementation project durations by 25-30% and doubled implementation revenue through staff realignment and mentorship.

Improved case resolution velocity by 50% and saved $500K annually through strategic contract negotiations.

Launched three new product lines generating over $21M in annual revenue and implemented a cost-saving open-source business process management system.

Enhanced customer satisfaction by 75% and successfully transitioned 200+ associates to remote work.

Career Experience

Founder, NewWave FinTech Consulting LLC, Lucas, TX 2024 - Present

Leveraging years of expertise in the banking software and services sector, NewWave FinTech Consulting LLC specializes in driving sustainable operational enhancements by harmonizing human capital, workflows, and technological innovation.

Developed business marketing strategy and assets

Revolutionizes operational frameworks for FinTech firms and financial bodies.

Strategically aligns business processes with leading-edge technologies.

Spearheads process optimization initiatives.

Advises on the adoption of impactful tech solutions.

Operations Strategy Consultant, Tru-Stage Technology, Madison, WI 2022 - 2023

Advised senior leadership on pivotal post-M&A Operations and IT initiatives to reduce operational costs and achieve a cohesive customer experience for digital products. This positioned the organization to drive higher customer retention and to realize new sales opportunities.

Advised senior leadership on post-M&A Operations and IT initiatives to reduce costs and improve customer experience.

Enhanced operational efficiency through strategic assessments and process optimization.

Drove customer re-contracting strategy, resulting in a 98% renewal rate.

Identified vendors to optimize HubSpot implementation, projecting 15-20% cost reduction.

Revitalized customer satisfaction, achieving a 75% reduction in case backlog.

Championed operational streamlining by consolidating key business functions.

Advocated for organizational optimization by proposing consolidation of key systems.

Jack Henry & Associates, Allen, TX

Managing Director, Lending & Deposits Solutions Operations 2020 - 2022

Demonstrated servant leadership by orchestrating 11 customer-facing business units with over 120 associates, delivering exceptional service to over 1,300 customers, and executing over 190 annual implementations. Promoted educational growth, facilitated career advancements, enhancing team capabilities. Established and managed budgets, navigated P&L results, and implemented various sales cycle improvements.

Orchestrated 11 customer-facing business units with 120+ associates, servicing 1,300+ customers annually and executing 190+ implementations.

Promoted educational growth and facilitated career advancements for team members.

Achieved $3M year-over-year growth in operating income by optimizing processes and expanding professional services offerings.

Generated an additional $550K in revenue by increasing implementation velocity.

Drove cost savings exceeding $750K through optimization of headcount and benefits.

Transformed implementation processes, resulting in a 25-30% reduction in project duration and doubled implementation revenue.

Enhanced billable professional services positioning, leading to an additional $250K in revenue.

Improved results for a distressed business unit, reducing case backlog by 50% and increasing case resolution velocity by 50% through strategic realignment and empowerment initiatives.

Managing Director, Account Origination Solutions 2016 - 2020

Led the consolidation and pilot of operations, product, and development teams across 8 lines of business, specializing in solutions for new customer acquisition, account, and loan origination. Accountable for development of product vision and product strategies. This initiative achieved top-line revenue exceeding $41 million. Grew organic revenue while implementing effective cost-reduction strategies.

Enhanced year-over-year operating margins by 8-10% by accelerating project implementation speed and accurately capitalizing development expenses.

Identified and renegotiated business partner solutions contracts, leading to modified agreements and an annual expense reduction of $500K by addressing the disproportionate cost of sales growth relative to product revenue.

Saved over $300,000 by leading the implementation of an open-source process management system, achieving significant cost avoidance.

Maintained and executed a business continuity plan, transitioning 200+ associates to full-time remote.

Senior Manager, Software Engineering, Product & Quality Assurance 2013 - 2016

Coordinated the efforts of the product backlog, development, and quality assurance teams, for six customer, account, and lending origination lines of business. Coached, developed, and mentored team members on Agile methodologies. Conducted customer research as part of development of product strategy and product vision.

Launched three new product lines that generate over $21M in annual revenue, with teams leveraging development technologies such as RPG, C#, ASP, WPF, Entity Framework, and SQL.

Spearheaded the adoption of agile methodologies to streamline project execution and enhance efficiency.

Additional Experience:

Manager, Product, Development, Quality Assurance, ArgoKeys Account & Loan Origination Solution

Manager, Product, Development, Quality Assurance, Peerless21 Core Banking Solution

Senior Programmer Analyst, Peerless21 Core Banking Professional Services

Senior Software Engineer/Team Lead, Peerless21 Core Banking Solution Implementations

Software Implementation Analyst, Peerless21 Core Banking Solution Implementations

Education & Certification

Bachelor of Science in Economics - Kansas State University, Manhattan, KS

Certifications

Professional Scrum Master

Model-Netics

Lean Six Sigma White Belt

Legal Issues in the Workplace

Career Essentials in Generative AI

Situational Leadership

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