Alan Morgensztern
Senior Engagement Manager @Sia
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WORK HISTORY
Senior Engagement Manager @Sia
Торонто, ON, CA
Enterprise Cash Management Platform Transformation — Program Leadership• Led program design translating strategy into execution for a multi-year cloud cash management transformation supporting a major global financial institution (>$500MM program environment).• Built enterprise operating model, governance structures, and delivery execution framework enabling coordinated delivery across business, product, and technology.• Implemented integrated reporting and risk transparency frameworks across multiple initiatives.• Partnered with senior leadership on multi-year investment and budget planning aligned to transformation roadmap.• Established prioritization and scope governance mechanisms improving delivery predictability and reducing rework.
EDUCATION
Universidade Estadual Paulista Júlio de Mesquita Filho
Bachelor of Science - BS, Control and Automation Engineering
Colégio Waldorf Micael de São Paulo
Elementary and High School
Ivey Business School at Western University
Master of Business Administration - MBA
SKILLS
ABOUT ALAN MORGENSZTERN
Transformation and delivery leader with 15+ years driving complex business and technology programs across banking, capital markets, and insurance.I specialize in translating strategic objectives into executable transformation programs — building operating models, governance frameworks, and delivery ecosystems that enable large-scale change to succeed.My experience spans cloud platform transformation, enterprise onboarding programs, operating model redesign, and cost transformation initiatives. I work closely with senior stakeholders across business, product, risk, and technology to ensure transformation outcomes are sustainable, measurable, and aligned to strategic objectives.Background includes senior financial services consulting roles delivering transformation programs across North America. MBA from Ivey Business School.Key Focus Areas:• Enterprise Transformation Programs• Banking Platform Modernization• Operating Model & Governance Design• Cross-Functional Delivery Leadership• Cloud & Digital Transformation• Transformation Portfolio Execution.
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