Melissa Dileo

Experience

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  Carnegie Mellon University - Tepper School of Business

  Jun 2012 - Aug 2012

  Undergraduate Business Administration Intern

  •Used Excel to review, analyze, and graph historical course-load information about a section of the 2012 graduating class.•Organized and filed all Tepper expense back-up (reports and receipts) for the five years beginning in 2007 through 2012.•Researched and contacted potential recruiters to participate in the 2012 Business Opportunities Conference. Performed clerical tasks and processed attendee payments.

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  Carnegie Mellon University

  Aug 2012 - Sept 2012

  Researched for Babs Carryer, formerly Adjunct Professor of Entrepreneurship.

  • Assistant Researcher

    Jun 2012 - Sept 2012

  • Orientation Counselor

    Aug 2012 - Aug 2012
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  Novitas Solutions, Inc. hired by Enterforce, Inc.

  May 2013 - Aug 2013

  Accounting Intern

  • Learned and mastered process for accepting and rejecting cost reports from medicare providers. • Assisted auditors and members of settlement in procedures for larger engagements. • Improved understanding of reimbursement methodologies, cost report flow, and audit expectations/programs in order to test the provider’s compliance with applicable Medicare Laws and regulations.• Worked within the Audit department to process tentative payments for Medicare providers until the final review of their cost report submissions occurs Show less

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  Deutsche Bank

  Jun 2014 - Aug 2014

  Asset and Wealth Management Analyst Intern

  Alternative and Fund Solutions Group; Fund Derivatives and Financing Team• Researched competing funds using their prospectuses in order to show theoverseas structures and investment objectives compared to Deutsche funds.• Initiated development of a structured product that would attempt to outperformthe market during a rising interest rate environment.• Attended meetings with hedge fund advisors and prospective clients.Global Client Group, Client Advisors Team• Created a system to rank current clients based on their assets and revenues inorder to help adjust the Key Client Partner team’s advisees.• Performed work on a cross-functional team to create a presentation of Deutschefixed income product selections for clients in Asia.• Analyzed and selected small cap value Show less

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  IBM

  Sept 2015 - Apr 2019

  U.S. Lead/Manager - Multinational Financial Services CompanyProject: Manage and execute all UAT for the Private Bank organization of one of the world's largest Wealth Management firms• Lead and manage an international team of 15 leads, senior testers, and testers (day to day activities, performance evaluations, etc.)• Own testing for any project that impacts the transfer/movement of money• Plan and ensure completion of all testing activities across massive releases (>18 projects at once)• Manage stakeholders and testing team to ensure alignment of goals and expectations• Create test strategies, build resource plans, develop mitigation strategies (when necessary due to downtime), and provide status updates to Executive Directors and Vice PresidentsBusiness Analyst - Multinational Financial Services CompanyProject: NDA Confidential - 10 week visioning engagement to help develop a long-term roadmap for transformation of the front, middle, and back office of one the world's largest Wealth Management firms• Drove requirements gathering for the future state platform• Helped facilitate visioning sessions with the client Show less Strategy & Analytics Lead - Multinational Technology Company (Forbes 500 - Top 50)Project: Confidential - Strategic transformation of the company's entire business and client approach• Led a complex program (three workstreams)• Produced recommendations, models, and analyses that will have a direct positive financial impact once implemented• Presented findings to SVPs and global COOs• Separately acted as Scrum Master of an internal tool (Development, Pilot, and Phase 1)Lead Consultant/Data Analyst - Multinational Advertising & Public Relations CompanyProject: Complete a data center transformation for one of the world’s largest advertising companies. Perform strategic front-end analyses of applications and servers to prioritize and plan for relocation to IBM data centers. • Acted as Strategy Lead for an entire subsidiary• Hosted all weekly/biweekly meetings with the client and CIO• Owned all deliverables (examples: migration schedules, server inventories, presentations, ad hoc analyses)Business Analyst - Multinational Financial Services Company Project: Develop an in-house asset aggregation offering in an effort to provide clients and advisors with a comprehensive view of client portfolios• Owned the account opening, data, and maintenance workstream• Met with Executive Directors and other senior client staff to discuss my vision and strategy• Developed and completed a Business Requirements Document that mapped the data for external accounts to the financial institution’s advisor and client facing systems, defined business needs related to the storage of this data, and described the account opening process. Created a separate BRD regarding the resolution of account errors Functional Analyst - Pharmaceutical CompanyProject: Develop a roadmap for generating an improved forecast at the payer channel level• Assisted with the development of a strategic roadmap and requirements document defining improved business processes for the forecasting group Show less

  • Senior Consultant | Strategy & Analytics | Financial Services Sector

    Oct 2017 - Apr 2019

  • Strategy and Analytics Consultant

    Sept 2015 - Sept 2017
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  Reference Point

  Apr 2019 - Dec 2021

  Strategic Program Liaison – for a Multinational Financial Services CompanyProject Description: Support the implementation of Identity and Access Management (IAM) services across a broad array of technology platforms supporting multiple lines of business• Drive efforts on behalf of the Program Lead and Program Manager such as the development of key project deliverables, marketing materials, and essential communications/updates for use firmwide to achieve the IAM program’s objectives• Coordinate with stakeholders to support deployment solutions, assess existing processes and systems, and optimize the onboarding processesTeam Lead – for a Financial Services CompanyProject Description: Confidential – Mobilize a Merger Integration Office to manage integration planning between two leading Financial Services Companies • Led the Day to Day Team and managed all efforts related to access management, status reporting, communications, people data, process development, training, and coordination with the acquiring firm while ensuring adherence with antitrust considerations Show less Senior Consultant – for a Multinational Financial Services CompanyProject Description: Develop and execute on a future-state roadmap for the Identity and Access Management (IAM) group and lead its Project Management Office (PMO)• Conducted interviews and surveyed key resources involved in managing or delivering IAM projects and produced a PMO governance framework and remediation plan • Executed on this plan by developing and implementing critical project management processes to ensure compliance with internal and external audit and regulatory requirements• Supported the management of the PMO with oversight over all approved projects• Provided weekly status reports, monthly executive reports, led scope discussions, developed resource forecasts, tracked inbound scope items, and prioritized new projects Consultant – for a Securitization Technology CompanyProject description: Rapid assessment of the project management capabilities of the Information Technology Business Operations group• Led interviews to evaluate the organization’s ability to manage and complete projects • Compiled findings, identified key themes, and produced actionable recommendations Show less

  • Manager - Financial Services Consulting

    Oct 2020 - Dec 2021

  • Consultant - Financial Services

    Apr 2019 - Sept 2020
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  Arcesium

  Jan 2022 - now

  Company: Arcesium is a financial technology & professional services firm that was launched as a joint venture between The D. E. Shaw Group and Blackstone Alternative Asset Management, with J.P. Morgan later joining as a third partner.• Led large-scale implementations across some of the world’s largest financial services organizations and highly anticipated fund launches• Defined best practices for the project management organization, championed them throughout the firm with a focus on process improvement and scalability, and garnered approval from senior management (including Arcesium’s CEO)• Acted as head PMO on multiple projects in parallel from kickoff through go-live - managed deep dives, working group sessions, reporting, scope creep, roadmap development, risk / issue management - and coordinated with cross-functional teams to ensure projects remained on time and within budget Show less

  • Vice President

    Jan 2024 - now

  • Strategic Implementations Manager

    Jan 2022 - Jan 2024