Pernilla F
Strategic Transformation & Program Leader | PMO, Cloud & Cybersecurity | High-Impact Initiatives Across Healthcare, XTech, Media & Enterprise | Executive & Event Leadership
Profile
Strategy and operations leader with years of experience solving complex business problems and delivering enterprise transformation across financial services, legal, and academic institutions. Proven ability to assess current-state operations, identify root causes, and design actionable future-state solutions that improve efficiency, scalability, and governance.
Bridges strategy and execution by aligning cross-functional stakeholders across business, technology, finance, and operations. Known for structured thinking, data-driven decision making, and delivering measurable outcomes in highly regulated and fast-paced environments. Brings a collaborative, low-ego leadership style aligned with values of excellence, integrity, and participation.
Key Skills & Competencies
Strategic Roadmapping & Initiative Structuring
Business Case Development
Executive Reporting & KPI Design
Operating Model Alignment
Current-State Assessment & Gap Analysis
Process Optimization & Automation
Risk & Governance Framework Design
Organizational Readiness & Change Management
Cross-Functional Team Leadership
Agile Program Delivery (Scrum, SAFe)
Dependency Mapping & Risk Mitigation
Vendor & Third-Party Management
Wealth, Banking & Investment Platforms
Enterprise Finance Systems
Data & Reporting Modernization
INFORMATION TECHNOLOGY
Project Management: Smartsheet, Jira, MS Project, Confluence | Financial Systems & Data Management: 3 Elite, NetSuite, Workday, iManage, NetDocs | Collaboration Tools: Microsoft Teams, Zoom, SharePoint, Cisco | Data Analytics & Reporting: S&P Global Market Intelligence, Bloomberg Terminal (working knowledge)| Business Intelligence & Visualization: Excel, Visio, Power BI, Tableau | ERP & SaaS Solutions: Concur, Chrome River, Salesforce | Investment Management and Risk Performance: Aladdin | Data Aggregation: PCR | Cyber Security: Python, Linux, SQL, SIEM Tools |
CHANGE AND DELIVERY
Agile Delivery | SDLC | UAT & Release Management | Business Readiness | Stakeholder Alignment | Risk & Issue Management Process Improvement
REGULATORY AND DOMAIN EXPERTISE
NIST | SEC | FINRA | ERISA | AIFMD | FRB |SOX |ESG | UNPRI
Professional Experience
MORGAN STANLEY, New York, NY
Product and Program Lead | Wealth Management Platform Transformation, ~1 year
§ Supported strategic expansion of a multi-asset wealth platform (equities, ETFs, fixed income, derivatives), aligning product capabilities with advisor growth and client experience objectives
§ Translated business and advisor requirements into prioritized product roadmaps, bridging strategy and technical execution across engineering and operations
§ Conducted cross-functional alignment sessions to manage dependencies, mitigate risks, and drive coordinated delivery across Agile squads
§ Structured complex initiatives into defined milestones and measurable outcomes, improving transparency for senior leadership
§ Partnered with engineering to ensure scalable system integration and data architecture aligned with long-term platform strategy
§ Led business readiness and adoption efforts, ensuring operational alignment across advisor and support teams
§ Identified process inefficiencies impacting release timelines and implemented workflow improvements to enhance execution speed
CITIGROUP, New York, NY
Enterprise Transformation Program Manager | Finance & Technology Modernization, 2 years
§ Led enterprise finance transformation initiatives aligning technology modernization with regulatory, reporting, and operational strategy
§ Conducted current-state assessments across finance and data functions to identify control gaps, reporting inefficiencies, and operational risks
§ Designed and executed integrated transformation roadmaps spanning technology, governance, and business processes
§ Implemented automation and reporting enhancements that improved global data accuracy and reduced cycle times
§ Established structured risk management frameworks that reduced remediation timelines by 30%
§ Developed executive dashboards and KPI reporting to enable data-driven leadership decisions
§ Coordinated across global teams and third-party vendors to ensure seamless system integration and delivery
MILBANK LLP, New York, NY
Revenue & Finance Systems Transformation Lead | Operational Modernization, 2 years
§ Led modernization of financial management systems to improve operational efficiency, reporting accuracy, and scalability
§ Conducted gap analysis between legacy processes and target-state operating model, identifying automation and workflow optimization opportunities
§ Delivered $5M+ in cost savings through system enhancements and process redesign initiatives
§ Owned initiative lifecycle from assessment and requirements gathering through deployment and adoption
§ Designed KPI dashboards to increase financial performance transparency for leadership
§ Managed vendor partnerships and enterprise integrations (Concur, Chrome River) to align systems with operational strategy
§ Reduced manual processes and strengthened financial controls through workflow standardization
MONARCO GROUP (Independent Consulting), New York, NY
Founder & Strategic Advisor | Growth & Capital Strategy, 4 years
§ Advised executives and investor networks on capital strategy, securing $20M+ in funding commitments
§ Designed strategic partnership models that increased client revenues by 15–20% through ecosystem development and market positioning
§ Conducted operational and market assessments to identify scalability and growth opportunities
§ Led global cross-functional teams delivering transformation initiatives that generated $2M+ in cost efficiencies
§ Structured stakeholder engagement strategies to align investors, operators, and executive leadership
§ Organized large-scale investor and industry convenings (100–500 participants), increasing fundraising success by 35%
YALE SCHOOL OF MEDICINE(Contract), New Haven, Connecticut
IT Project Manager & Business Analyst | Research & Education Systems , 1 year
§ Led $1M enterprise system implementation to modernize research and education operations
§ Conducted stakeholder interviews and workflow assessments to identify inefficiencies and system gaps
§ Designed governance structures, reporting dashboards, and milestone tracking frameworks to improve transparency
§ Reduced manual processes by 40% through technology-enabled workflow optimization
§ Coordinated technical and operational stakeholders to align system functionality with business objectives
§ Supported change management and user adoption to ensure long-term sustainability
Community Experience
Junior League of Greenwich
YMCA of Greenwich
Singleton Foundation
Christ Church of Greenwich
Education
MBA, Global Strategy & Management – Rutgers Business School
MA, Public Policy, Leadership, Sustainability – Seton Hall University
BS, Business Administration – Mid-Sweden University
Project Management Professional (PMP) (PMI) – Formally Trained, contributor to PMBOK 3rd edition
Certified Google Cyber Security Professional – University of Southern Connecticut
Certified Artificial Intelligence (AI) and Machine Learning (ML) Professional – University of Southern Connecticut
CompTIA+ Security and Cybersecurity Maturity Model Certification (CMMC) (U.S. Department of Defense mandated) - in process with expected completion in June 2026 - University of Southern Connecticut
Other Experience/Awards/Publications