Kelsey Shultz

About Kelsey Shultz

I am a lifelong consultant serving financial services clients, primarily investment…

Experience

1. Manager - Operations Transformation

   Deloitte

   Aug 2012 — Present · Philadelphia, PA

   Experience working with private equity and traditional asset managers to assess current state operations and technology across core value chain capabilities (front, middle, and back-office), design target state operating model, and develop a transformation roadmap to achieve the future state.Experience working with a global asset manager to implement BlackRock\'s Aladdin order management system including business requirements gathering, defect management, conversion/cutover execution, and facilitating transition to a global operating model.Experience working with a large bank to design and implement a target operating model for IT asset management capabilities, develop metric dashboards, and facilitate program management of prioritization and application remediation efforts including the development of a risk metrics approach, governance model, and sustainability framework. Experience working with large Federal agencies to remediate audit findings, improving business processes, and implementing financial management shared service transformations including organizational design, performance measures, and change management.

Skills

• Process Improvement
• Data Analysis
• Sales
• Marketing
• Microsoft Excel
• Attention to Detail
• Strategy
• Analysis
• Demand Generation
• Microsoft Office
• Social Media
• Research
• Channel Partners
• Federal Government