Michael Feinberg

Experience

• 

  Verisk

  Jul 2012 - Jan 2022

  • Lead Operations for the Compliance Solutions unit with Sr. Product Leadership to evolve high-level strategic vision into actionable tactics that provide users with a positive, seamless, personalized experience.• Manager of several products for the Compliance Solutions team: OFAC (Office of Foreign Assets and Control), CSLN (Child Support Lien Network, OCSE (Office of Child Support Enforcement), MAIS (Medical Assistance Intercept System) Online Request Portal.• Use strategic planning and tactical execution to address business problems by aligning technology strategy with business strategy, prioritizing initiatives and managing end to end execution of key deliverables.• Aligning focus on increased customer satisfaction and repeat business through relentless pursuit of innovative resolutions to problems arising from compliance requirements facing customers• Oversee Compliance Solutions product associates in the delivery of core products. Facilitate close cooperation among members to share information and develop solutions to meet broad array of regulatory reporting solutions.• Lead groups strategy and road-map, while coordinating all aspects of development and roll-outs with responsible product owners and development teams.• Develop metrics and reports aligned with client critical success factors and key performance indicators for multiple areas including Incident Management, Product Innovation & Compliance Solutions.• Investigate, model and produce improvements comprised of resource management and optimization, service model enhancement for clients.• Develop, standardize and implement financial planning process & toolset for Business-IT project portfolio, inclusive of business case process, NPVgovernance.• Advise and consult on business case process and operating models for strategic IT and legal management programs. Show less • Work with Sr. Product Leadership to evolve high-level strategic vision into actionable tactics that provide users with a positive, seamless, personalized experience.• Serve as the product owner for one or more development teams, leading sprint backlog grooming, prioritization, and definition efforts.• Work closely with development teams and other team members to refine sprint backlog grooming, prioritization, and definition efforts.• Define and manage the product development roadmap as outlined, setting expectations with relevant stakeholders including the senior leadership team.• Leverage data and analytics to make decisions on the priority of the stories in the product backlog. Data and analytics may come in the following forms: ROI analysis, revenue generation analysis, customer sentiment analysis and gathering of customer feedback, user behavior log analysis, and known software bugs.• Proactively research and understand the latest compliance trends impacting customers.• Work cross-functionally with other departments in order to ensure smooth delivery of product enhancements and features – including, but not limited to marketing, customer support, training.• Proactively research and understand the latest trends. Know our users as well as our competition. Engage with your customers often. • Proactively identify and resolve issues that may impair the organization’s ability to meet its strategic, financial, and technical goals. Show less • Lead risk based audit procedures, including identifying and defining issues, developing criteria, reviewing and analyzing evidence, and documenting client processes and procedures.• Assist and lead multiple audits and team projects simultaneously. • Identify, develop, and document all audit issues and recommendations using independent judgment concerning areas being reviewed.• Develop and maintains productive client and staff relationships through individual contacts and group meetings.• Partakes in professional development opportunities, including external and internal training and professional association memberships, and shares information gained with co-workers.• Actively contributes to continuous improvement of audit tools & techniques consistent with world class internal audit function.• Ability in collecting and analyzing complex data, evaluating information and systems, and drawing logical conclusion.• Knowledge of and ability to apply internal auditing and technology principles and practices, and management principles and preferred business practices.• Determine based on our tests and procedures, which key controls were properly designed and operating effectively for the period testing.• Ensured audit engagements are conducted in accordance with the International Standards for the Professional Practice of Internal Auditing.• Evaluate the design and operating effectiveness of key SOX controls implemented for in-scope processes covering our internal processes and the industry standard.• Document and review formal policies and procedures related to change management, IT operations, and security are established and made available to appropriate personnel. Show less • Conducts no less than 12 onsite customer audits across the United States in a calendar year.• Assisted and lead company's annual SOC II type II + HITRUST review• Lead an analysis of current/new regulatory conditions and how it applies to member companies participation. • Develop monitor topics and ideas that will promote compliance in an effective and efficient manner. • Creation and maintenance of the Compliance Advisory Group, a discussion based collection of compliance professionals comprised of insurers, self-insured’s and TPA designed to discuss multiple current and emerging compliance topics.• Create and lead testing to verify program/process improvements for multiple services including Fire Marshal, ISO Online Request, Child Support Enforcement products & Medical Intercept system. • Identify and analyze major/minor bugs within tested applications in different environments logged through JIRA.• Lead work with Software Engineers in resolving defects and implementing enhancements to products.• Mentor junior and senior members of the team to promote cross-training and knowledge transfer.• Draft language and lead efforts for all member companies to agree to our 2015 Privacy and Security policy.• Author and distribute project plans and project documents, including procedures, proposals, status reports, user guides & presentations.• Co-creator of the Child Support Enforcement Dashboards. • Continuously review of State Regulations and House Bills. Analyzing how it translates to our member companies and applications.• Draft policy language utilized by member companies of ISO ClaimSearch and senior leadership.• Lead all internal quarterly access reviews of application specific servers, mainframe and SQL access. Show less • Tested and verified program/process improvements for ISO Online Request.• Served as a Subject Matter Expert on successfully rolling out the ISO Online Request project. Initiated the business requirements process and planned the beta testing, test plans and wireframes for the user interface. • Created roll out strategy and effectively migrated over 1,000 users.• Presented and demoed ISO Online Request in stake holder meetings.• Help author and distribute project plans and project documents, including procedures, proposals, status reports and presentations.• Co-creator of Phase I of the ISO Online Portal Dashboard• Created business cases using JIRA and test plans with QA staff to ensure all scenarios were captured.• Assisted in evaluating customer compliance with established company standards for contracts, Privacy and Security Policies.• Analyzed weekly, monthly security reports to ensure compliance with established policies and procedures. • Participated in assigned projects using established project management techniques to deliver projects. • Helped author and distribute project plans and project documents, including procedures, proposals, status reports and presentations.• Evaluated outlier reports, statistics, and use patterns identified through analytics to conduct reviews of customer compliance with product reporting.• Reviewed management reports and other criteria to identify audit candidate companies and offices, and methods of reporting that could affect company results. Show less • Evaluate customer compliance with established company standards for contracts, Privacy and Security Policies, and permissive use of products in accordance with Federal and State privacy legislation.• Analyze daily, weekly, monthly, and quarterly security reports to ensure compliance with established policies and procedures. • Coordinate and participate in on-site customer audits and access reviews in accordance with established requirements. Conduct internal access reviews in accordance with internal audit requirements.• Lead and/or participate in assigned projects using established project management techniques to deliver projects. Assist in the development of Business Requirements and other documentation. Author and disseminate project plans and project documents, including procedures, proposals, progress reports and presentations.• Proactively identify system enhancements, process improvements and efficiency opportunities.• Analyze outlier reports, statistics, and use patterns identified through analytics to conduct reviews of customer compliance with product reporting procedures, query procedures, or access levels assigned to end-users in relation to job duties.• Complete special projects and other duties as assigned.• Must be able to perform duties with or without reasonable accommodation. Occasional travel required.• Review management reports and other criteria to identify audit candidate companies and offices, and methods of reporting that could affect company results. Show less • High volume communication with internal and external customers via phone, email, mail, and personal contact.• Sets up new accounts, maintains records, prepares reports, and processes orders for ISO products and services .• Provides education, assistance, and problem solving to customers .• Utilizes various online and software programs, including ISOnet, ClaimSearch, Host on Demand, Common Ordering, SalesLogix, Sales Force.• Assists with the training of new team representatives. • Active contributor to a department that values and promotes strong interdepartmental team work, communication, support, and professional growth.• Tested and implemented new product enhancements. Show less

  • Product Innovation Manager

    Jul 2021 - Jan 2022

  • Sr. Product Innovation Analyst

    Nov 2019 - Jul 2021

  • IT Audit Analyst II

    Mar 2019 - Nov 2019

  • Compliance Analyst

    Mar 2018 - Mar 2019

  • Sr. Compliance Associate

    Mar 2016 - Mar 2018

  • Compliance Associate

    Jun 2014 - Mar 2016

  • Customer Support Representative

    Jul 2012 - May 2014
• 

  ADP

  Jan 2022 - May 2023

  Portfolio Solutions Manager

  • Lead strategic planning for the retirement services’ direct sold solutions with Sr. Leadership to evolve high-level strategic vision into actionable tactics.• Leverage data and analytics to make decisions on the priority of projects. Data and analytics may come in the following forms: ROI analysis, CAV percentage, DM/VP performance, balance of trade, revenue generation analysis, geo-information and NPS.• Statistical analysis and mathematical modeling around distribution and overall portfolio health.• Creation of portfolio governance which is reporting quarterly to Sr. leadership around CAV projections, project updates, business development, wins/losses and balance of trade • Review of multidisciplinary teams for strategic projects ensuring flawless execution yielding positive results • Ongoing review and driver of product innovation around direct and advisory sold solutions • Creation and management of roadmap prioritization using project management tools• Consistent review of competitive intelligence to analyze changes in the industry and our competitors in the same market• Direct the gathering of improvement opportunities through contact with customers, NPS and engagement pulses from the industry• Financially and commercially assess new products and service opportunities • Support all business units in the evaluation, planning and execution of projects that seek to maintain the financial health of the business, improve service quality and overall increase the scope of our products and services • Decision focused using data analytics to review pricing, discount and commission policy definitions for direct our direct sold market• Proven ability to work in a team, delegate, and collaborate with others, with the ability to manage time and expenses efficiently Show less

• 

  City National Bank

  May 2023 - now

  VP of IT Risk Management