Maanie Hamzaee

Experience

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  NISA Investment Advisors, LLC

  Jun 2007 - Jul 2008

  Analyst

  • Conducted research, analysis, compliance, and trade execution, managing approximately $85 billion AUM• Optimized fixed income portfolio by conducting statistical analyses on large data sets to monitor metrics for senior members of trading desk • Worked with proprietary excel models and detailed spreadsheets to achieve maximum trade efficiency

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  University of Missouri

  Aug 2009 - May 2010

  Finance 1000 Instructor

  • Received Outstanding Instructor Award (Spring Semester 2010)• Taught class of 40 students introductory Finance principles• Created lesson plans and presentations for each lecture• Graded exams, quizzes, homework and held office hours weekly

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  Protiviti

  Aug 2010 - May 2014

  Major Projects:Financial Services:• Regulatory Reform Project Management: Established PMO at a major broker-dealer and implemented their compliance program for an amended Department of Labor regulation. Partnered with IT department to deploy software application used by 15,000 financial advisors. Created business requirements, conducted User Acceptance Testing, and oversaw release efforts for software application. • Bank Operational Audits: Auditor in Charge for top 20 U.S. Bank conducting operational audit covering 60 separate processes, including Mutual Funds and Wires.• Data Governance Performance & Incentive Structure Design: Designed and documented individual performance plans (goals and metrics) and incentive compensation plans for bank executives for top 20 U.S. Bank. Defined KPI’s for measurement of process output, designed to quantifiably measure data integrity across multiple banking units.Higher Education:• Human Resources Audit: Performed HR on-boarding, off-boarding, and leave of absence audit, working with HR Business Partners to ensure processes were performed in accordance with firm policies across eight separate offices with independent HR functions. Gave process recommendations based on identified gaps, developing and tracking action plans for remediation of exceptions with Management.• Compensation Audit: Performed executive compensation review, auditing multiple facets of Senior Management compensation practices. Analyzed external market data, established market reference zones, adjustment factors, and comparable job descriptions to assess executive salaries.• Research Grants Management Audit: Reviewed effectiveness of receiving grant claim information, tracking of research funds across departments, and grant claim knowledge sharing throughout the organization. Documented current state and recommended future state process flow charts, identifying areas for improvement and communication channels across different departments. Show less Major Projects:• Quality Assessment Review (QAR): Conducted two QAR’s for a federal bank and a telecommunications company. Focused on each organization's conformity with the "International Standards for the Practice of Internal Auditing." Conducted various interviews with interested parties including executive management, Internal Audit staff, and external auditors. Conducted thorough work paper analysis and documented results using Protiviti’s execution tools. • Capital Expenditures Review: Conducted a review of the capital expenditures process for a commodities management firm. Worked to improve process by leading interviews with key personnel and attending client meetings, providing support to the project manager. Documented business process through process maps and narrative summaries. Conducted thorough analysis of business process and controls through testing and walkthroughs with process owners. • Sarbanes-Oxley: Assisted federal bank’s Enterprise Risk Management group with testing of controls related to SOX compliance. Tested controls for Investments, Financial Reporting, Capital Stock, Consolidated Obligations, Advances, Expenditures, Mortgage Partnership Finance, and Customer Deposits processes. Interviewed process owners and created test plans to ensure operational effectiveness. Also, documented narratives for Cash Management, Payroll & HR, and Property Acquisitions/Dispositions processes for a data center provider. Interviewed process owners, conducting analysis of each process. • Internal Audit: Performed a Correction Action Plan (CAP) audit for a large retail pharmacy. Audited multiple pharmacies’ disposal of Protected Health Information (PHI), and conducted interviews with store personnel to ensure policies and procedures were being correctly followed. Show less

  • Senior Consultant

    Jul 2012 - May 2014

  • Consultant

    Aug 2010 - Jun 2012
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  EAB

  Jun 2014 - Jun 2018

  • Led team of consultants to drive member value and overall health of relationships for universities participating in the Student Success Collaborative (SSC) technology platform• Strategic Delivery lead for the California State University (CSU) system, the largest four-year university system in the U.S.• Partnered with the CSU system-office to oversee implementation of the SSC technology across 23 CSU campuses, spanning 500,000 students, and 50,000 staff/faculty• Cross-functional CSU Delivery team lead across multiple internal teams (Product, Development, Support, Business Ops, Sales/Marketing, Account Management) Show less • Led team of consultants to drive member value and overall health of relationships for universities participating in the Student Success Collaborative - SaaS based technology• Strategic Delivery lead for the largest four-year public university system in the United States, and cross-functional team lead across multiple internal teams (Product, Development, Support, Business Ops, Sales/Marketing, Account Management)• Led development, strategy, and implementation of Success Manager operating plan, including defining KPI’s, internal reporting expectations, client deliverable requirements, and ratio/capacity models• Led quarterly business reviews with senior Delivery leadership and Account Management to drive strategies to increase customer retention rates, while managing attrition/churn risks• Partnered with Sales/Marketing teams on appropriate solutions to sell new clients, cross-sell existing clients, and pipeline strategy • Built and delivered content for presentations to prospective C-Suite clients during pre-sales cycle• Coordinated internal projects related to data enhancements and ROI efforts across multiple platform technologies Show less • Managed end-to-end relationship with eleven universities participating in the Student Success Collaborative (SSC), from initial on-boarding, to technology platform implementation, through user training and consulting• Served as customer success main point of contact, working closely with project sponsors (Provosts, Vice Provosts) and academic leaders (Deans, Chairs) from implementation through user support• Led change management efforts at each institution to transform advising process workflows through strategic use of technology platform• Directed SaaS platform integration and release efforts for universities merging existing platform technologies• Partner with internal teams, including product, data science, and development to drive product roadmap and troubleshoot technology issues• Planned, coordinated, and performed User Acceptance Tests (UAT) for software enhancements • Created and documented business/functional requirements for software enhancements• Created project documents including test plans/cases, training deliverables, and communication plans• Gave in-person and virtual client facing technology platform demonstrations concerning system functionality and implementation best practices • Conducted data analyses using SQL and Excel on academic factors related to success metrics • Built Tableau dashboards and Excel templates used by consulting team to scale data analysis capabilities Show less

  • Director - Higher Education / SaaS Consultant

    Mar 2018 - Jun 2018

  • Associate Director - Higher Education / SaaS Consultant

    Dec 2015 - Mar 2018

  • Senior Associate - Higher Education / SaaS Consultant

    Jun 2014 - Nov 2015
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  TheKlipTrip

  Jan 2016 - now

  Creator

  I created a patented suitcase that allows the transport of travel items hands free using an embedded klip. I'm currently looking to work with suitcase manufacturers for potential business licensing opportunities. Please DM me if interested.www.theKlipTrip.comU.S. patent no. 10,349,717

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  Coursera

  Jun 2018 - now

  • Lead strategic growth and optimization of Coursera’s Degree partnerships across the Americas, aligning account strategy with revenue goals and learner impact• Own partner contract renewals and revenue retention strategy, driving account expansion and mitigating churn through proactive planning and negotiation• Source and evaluate new content opportunities—including MOOCs and degree programs—to expand Coursera’s offerings and meet evolving learner demand• Drive adoption of Coursera’s GenAI solutions across partner institutions, positioning AI as a core component of platform engagement and strategic value• Establish and monitor KPIs to track partner health, learner outcomes, and account performance, using data insights to inform strategy and executive reporting Show less • Oversee operations for B2C and degree business segments for Americas region• Demonstrate strategic thinking and leadership by owning and delivering on business line OKRs and KPIs with reporting to executive staff• Forecast and manage revenue to plan for degree business segment• Engage strategically with Coursera’s partners to ensure services meet their business needs, from implementation to contract renewal• Lead GTM initiatives to drive university adoption of Coursera’s GenAI technologies, enhancing platform engagement and retention• Manage team of six direct reports Show less • Manage the degree relationship with partner universities for portfolio of programs, from early program design through to launch and beyond• Align a broad set of cross-functional teams (Product, Design, Marketing, Engineering, Business, Legal, etc.) to ensure degree programs are successful - from recruiting the best applicants to building high quality courses to providing a best-in-class student experience• Manage operations and processes associated with degree programs, resolving issues as needed to ensure an exceptional student experience• Provide platform and technical support to degree partners• Identify, test, and implement strategies to launch and grow degrees in ways that drive student retention and satisfaction • Lead and collaborate with cross-functional teams to execute and manage programs, resources, and outreach channels• Work closely with Product, Design, and Engineering to make for-credit platform compelling for both students and university partners Show less

  • Senior Director, Strategic Account Management

    Mar 2025 - now

  • Director, Partner Success

    Sept 2022 - Mar 2025

  • Senior Manager, Partner Success

    Mar 2020 - Aug 2022

  • Principal, Partner Success

    Jun 2018 - Mar 2020
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  Relucent Psychology Group

  Apr 2019 - now

  Consultant

  • Leverage expertise in business operations to provide strategic consulting services for a mental health practice, enhancing overall efficiency and productivity.• Implement innovative growth strategies and new client acquisition methods, leading to significant business expansion and increased client base.• Manage bookkeeping and tax strategy, ensuring financial accuracy, compliance with regulations, and optimizing tax benefits.• Direct marketing and advertising initiatives, effectively increasing brand visibility, client engagement, and market share. Show less