Rachel Dodson

Experience

• 

  Cambridge Associates

  Jun 2014 - Feb 2021

  • Oversee department staffing decisions for firm’s 800+ clients, leveraging staff members individual strengths and engaging in frequent conversations with Investment Directors to determine requirements and preferences while balancing the needs of multiple stakeholders• Manage team of 25 direct reports, including Assistant Managers who have direct reports and specialized areas of focus, and conduct weekly or bi-weekly check-ins engaging in performance management, professional development, and promotion/compensation decisions • Respond to and complete time-sensitive ad-hoc requests from clients, stakeholders and supervisors• Partner with department Director in providing updates on goal progress and group’s capabilities to firm leadership • Lead cross-departmental initiatives to identify and implement efficiencies in the workplace for stakeholders and clients to support firm's new operating modelo Created and oversee a pilot staffing program to centralize reporting activities at the firm supporting intact consulting teams• Member of working group responsible for development, implementation, testing and training of multiple performance reporting applicationso Implemented and assisted in design of new reporting application in line with firm’s mandate to move towards standardized client materials; manage current onboarding for department with 98% of firm’s clients currently using the platformo Gather feedback and requirements from business owners and stakeholders and provide to development team in weekly meetings for future development of applications• Department co-control owner for SOC audit; successfully navigated group through the firm’s first SOC I Type I audit and SOC I Type II audit for the 2019 and 2020 calendar year.• Oversee various functional teams targeted towards training and employee engagement Show less • Developed and implemented a continued training program targeted at providing additional systems and technological training in addition to continual professional development training for staff outside of new hire onboarding program• Prepared monthly and quarterly investment portfolio analysis and performance results to internal investment directing team and clients; responsible for 10 clients with AUMs ranging from $100 million - $2 billion • Onboarded new clients to the firm while overseeing onboarding experiences and process adherence• Oversaw team of 8 Associates and Analysts and ensured team quality, monitored workload capabilities, and facilitated professional development related activities Show less

  • Operations Manager

    Jul 2018 - Feb 2021

  • Senior Investment Performance Analyst - Team Lead

    Jan 2016 - Jun 2018

  • Investment Performance Associate

    Jun 2014 - Dec 2015
• 

  CrossCountry Consulting

  Feb 2021 - now

  Manager, Talent Management

  CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations and technology consulting services to leading organizations facing complex change.