Program, project, delivery, implementation and product

Grant Smalle, PMP

Carrollton, GA *****

C:704-***-**** ***********@*****.*** https://www.linkedin.com/in/grantsmalle/ Qualifications P r o f i l e

Core Competencies:

Portfolio/Program/Project

Management

Business and Risk

Management

Process Reengineering

Product Management

Enterprise Resource

Planning

Change Management

Service Improvement

Strategic Planning

Implementation

Oversight

Training

Mentoring

Team Building

Leadership

Over 25 years of leadership experience in enterprise resource planning (ERP), financial services, third party administration and management consulting at Fortune 100/Global 500 organizations. Skilled in the delivery of strategic and tactical solutions for business transformation. Present defined agile solutions for these opportunities to establish and govern transformation programs to deliver real business results. Achieve critical business goals, while driving performance improvement. Coordinates all aspects of strategic internal and external alliances including executive, senior management and consultant contacts, strategic business planning and service.

Leads integrated teams. Strengthening the company’s overall relationship with key decision makers and/or gatekeepers at client institutions. Served as the primary strategic contact for large market clients. Discern, develop and drive all aspects of client strategy for meeting goals and objectives. Demonstrate expert relationship management skills at the C and Board levels. Track record of developing business through these relationships. Well-developed leadership skills, including the ability to lead with autonomy, assess risk and provide thoughtful leadership to influence successful outcomes.

Client’s first. Proactive in identifying and quickly acting to resolve problems. Strong decision-maker and team-oriented leader with demonstrated ability to drive forward momentum at all organizational levels to achieve goals and objectives for key projects and initiatives. Expert written and verbal presentation skills with ability to create and deliver executive summaries.

Strong team leader, trainer, and performance evaluator. Adept in all aspects of employee performance management, achieving success in leading personnel to improve productivity and facilitating promotions for team members. Combine hands-on management style with ability to motivate and build mutual trust. Lead multiple efforts to outsource, co-source and virtual work functions to various vendors in USA, India, South Africa and Australia.

Change agent. Stellar reputation for getting the job done faster, better and producing sustainable results in various industries including financial services, insurance, healthcare and manufacturing. Significant participation in key initiatives and task forces across the companies. Expert conflict resolution skills. GRANT SMALLE - RESUME CONTINUED

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P r o f e s s i o n a l E x p e r i e n c e

Tata Consultancy Service 1/2020 – Present

Product Owner, BFSI

Client 1:

o Responsible for full product lifecycle for both Client and Participant facing portals to view, manage and edits current and past payments. This extended from conceptualization, visualization, requirements, review and approval, success criteria, testing, training, tracking, defect resolution and documentation. o Extensive IT SDLC from workshops, requirements, elaboration, approvals, solutioning, development, testing training and documentation o Accountable for creating, mapping, testing, document, and training on the Client Offboarding of new clients and Offboarding of existing clients from their front and back end systems.

o Extensive consulting, coaching and mentoring of both client and internal team resources due to lack of knowledge and experience with a large scale transformation of an existing business process, technology and people. o Coordinated business and technology teams creating architecture and business process solutions, using reusable components and software modules, maximizing transactional efficiency.

o Extensive use of MS Office, Project Management Software, JIRA, Jile and Dev+ to manage deliverables

Bridgeport LLC 10/2018 – 12/2019

Senior Consultant

Created and maintained business requirement documents Oversaw creation of online conversion mapping tool

Created all process maps for system conversions

Created testing methodologies and testing templates

Oversaw creation of the automated testing tools \

Extensive IT SDLC from workshops, requirements, elaboration, approvals, solutioning, development, testing training and documentation

Extensive use of MS Office, Project Management Software, JIRA, Jile and Dev+ to manage deliverables

TIAA-CREF 4/2008 – 9/2018

Senior Transition Manager, Institutional Client Solutions

Retirement Plan Services – Transition Manager III o Accountable for overall service delivery and program management oversight during the implementation process. Lead the implementation team, through a matrixed and virtual structure.

o Lead the highest priority, complex and/or sensitive implementations. Deliver products and services to our largest plan sponsors and interacts at all levels of client relationship (e.g. payroll, IT and benefits departments through CFO/Senior Leadership within client hierarchy).

o Perform mentoring and 2nd sight verification for less tenured team members, o Partner with Relationship Managers, Sales, Data Leads, Plan Management, IT, Custom Build, Compliance, Legal, Risk, Investment, Marketing and Operations SME’s.

GRANT SMALLE - RESUME CONTINUED

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o Prepares Implementation Program Plan/Schedule and regularly brief executive management, key stakeholders and external clients on risks, timelines, deliverables and overall status.

o Represent TIAA at College and University Professional Association for Human Resources (CUPA-HR), National Association of College and University Business Offices (NACUBO), client forums and new business opportunities (RFP/RFI)

Prospectus/Regulatory Document Delivery Director o Led vital risk remediation program across all levels and all divisions of the company, including executive and senior level Management.

o Led and coordinated internal and external business partners to implement risk qualification, mitigation, and remediation of business plans prevented substantial SEC fine (Wells paid a $13m fine for the same issue).

o Developed a 3-year strategic roadmap for Regulatory Document delivery resulting in initial vendor savings of $500,000 ongoing saving of $350,000.

Client Agreement Director

o Led staff of full time and contingent professionals to achieve SLA’s and budget objectives. Instrumental in the transition of various functions such as plan document review and legal document preparation to offshore team. o Created management system resulted in annualized cost saving of $150,000. The IQ Business Group 1/2000 – 3/2008

Consulting Manager – Key clients in financial services, insurance, healthcare, technology, and manufacturing sectors.

Client 1

o Provided strategic direction, process, and portfolio structure to ensure delivery of new record keeping system and associated interfaces over the course of this multiyear Portfolio ($500 million portfolio budget) via Project Management Office I established. o Integrated all portfolio and program communications (excess of 40 programs, 200 projects, 400 FTEs and 600 consultants).

o Held Steering Committee leadership role provided overall leadership, direction, reporting and risk management oversight.

o Extensive IT SDLC from workshops, requirements, elaboration, approvals, solutioning, development, testing training and documentation o Extensive use of MS Office, Project Management Software, JIRA, Jile and Dev+ to manage deliverables

Client 2

o Provided thought leadership to business leadership regarding operational environment of the company and project deliverables. o Created and implemented Project Management Office including processes, templates and governance.

Client 3

o Responsible for refining strategy of AON’s next-generation integrated HR system

(SaaS), planning and implementation of the 3-year business strategy. o Set up Program Governance Structures to manage program across 20 different implementations, designed and piloted sites (billings exceeded $15 million) which reduced head count by 10% and increased operating efficiencies by 15%.

Client 4

o Managed integration of all business banking processes resulting from a buy-out Merger and Acquisition. Included the integration of 30,000 existing clients with more than $100 million assets under management.

o Completing the migration within 24 months (ahead of planned schedule by 3 months), under budget with retention rate of more than 95% of assets. Alexander Forbes Financial Services 1/1997 – 1/2000 GRANT SMALLE - RESUME CONTINUED

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Director – Administration and Project Management Services, Unitized Third Party Administration

Responsible for managing client engagement contractual record keeping services to service level.

E d u c a t i o n

Jack Welch Management Institute MBA program – with Welch Scholar Distinction Strayer University

Bachelor of Business Administration – Summa Cum Laude Strayer University

Major – Project Management

Project Management Professional

Project Management Institute #211124

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