Marc Sugar
Sr Project Manager @Bank of America
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WORK HISTORY
Sr Project Manager @Bank of America
New York, NY, US
Within the CFO COO & Governance Organization, the CFO Process Excellence team is focused on leading process improvement initiatives across the Finance Organization including owning the Operational Excellence (OpEx) Program Driving cross functional initiatives, influencing without formal authority and partnering / informally managing junior teammates.Core responsibilities• Define strategic frameworks to identify, prioritize, structure, and solve complex business problems• Design and execute clear, coherent and rigorous approaches and establishes success criteria• Determine next steps needed to move project forward, escalates issues as appropriate• Lead projects, creating consistency across related bodies of work• Lead the development of workshops and working sessions with key stakeholders• Provide guidance, input and feedback to junior team members• Deliver presentations to business partners and LOB leadership, focusing on takeaways, answering questions clearly and at the appropriate level of detail• Build credibility and trust with business partners to unveil complexities and nuances of the business and its processes• Design implementation plans for cross-CFO strategies• Demonstrate an eagerness to identify and solve problems• On a daily basis, tasks and responsibilities include:o Partnering with teammates to brainstorm on effective strategies to solve complex problemso Lead sessions to gather input/feedback from business expertso Determine and execute next steps needed to move project forward, escalate issues as appropriateo Establish and track success metricso Support timely delivery of tasks and milestones on projects and understand dependencies
EDUCATION
Adelphi University
Finance and Economics
ABOUT MARC SUGAR
As a Sr. Project Manager at Bank of America, I lead process improvement initiatives across the Finance Organization, focusing on Operational Excellence (OpEx) Program. With over 25 years of experience in the banking technology industry, I have developed a strong expertise in customer support software, integrated reporting solutions, and wealth management business solutions. I also have a deep understanding of the competitive landscape and market barriers to new software and/or service offerings.In my current role, I define strategic frameworks to identify, prioritize, structure, and solve complex business problems. I design and execute clear, coherent, and rigorous approaches and establish success criteria. I also determine next steps needed to move projects forward and escalate issues as appropriate. Assists business with the identification of risk and assess the adequacy of controls to mitigate risk, including recommending and developing enhanced or additional controls across the CFO organization. Manages the ongoing enrichment of Single Process Inventory which includes documentation of Process Maps, assessment of risks, identification of controls and development of metrics and alignments of various process attributes.Additionally, I lead projects, creating consistency across related bodies of work. I am passionate about driving efficiency and productivity for global teams and delivering value to financial institutions.
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