Gopika Moolgavkar

About Gopika Moolgavkar

Driven, client-focused professional with 15+ years in the finance industry and 9+ years…

Experience

1. Director, Project Management

   Envestnet

   Apr 2019 — Present · Seattle, WA, US

   Manage team of 10 Project Managers and Project Coordinators located in Seattle and Raleigh locations. Team manages 200+ projects on an ongoing basis representing over $11M in annual revenues.• Hire and develop top tier talent to fulfill the project management role. Establish customized goals and metrics to aid in development and encourage career growth and maturation• Provide monthly project dashboard updates to senior management with well-defined metrics to illustrate month over month trends.• Work cross-departmentally with Account Management, Consulting Services group, Client Success group, Relationship Management, Legal and Finance to ensure a top tier experience for our clients.• Collaborate with internal stakeholders to ensure projects are completed on time and within scope. • Plan, oversee and document all aspects of software onboarding projects and ongoing consulting projects. • Coach team members on risk control, managing client expectations, timeline management and internal and external resource management. • Establish streamlined process for client escalation and termination requests• Assess client termination requests – evaluate contract termination language, calculate estimated cost of termination, submit termination recommendation to senior management with proposed fees to be issued and work with client to arrive at a mutual agreement on terms.• Partner with sales team on documentation, exception requests and implementation guidelines for prospects in new client pipeline

Education

• University of Washington

  Bachelor's Degree, Economics, Mathematics

  1998 — 2002

Skills

• Microsoft Excel
• Data Analysis
• Yield Management
• Asset Allocation
• Finance
• Training
• Software Implementation
• Project Management
• Consulting
• Compensation & Benefits