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Jesse Margareten

Executive Strategy & PMO Leader specializing in digital and business transformation

New York, NYVice President, Strategy Project Management Officer7 years experienceExecutiveFinancial ServicesBankingTechnology
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About

VP of Strategy & Project Management with experience running ~10 parallel cross-functional initiatives, including spearheading a bank-wide DocuSign implementation across Legal/IT/Ops/Front Office. Previously at Google, built an executive dashboard for global public policy engagement and introduced a sentiment scoring system to improve leadership decision-making; strong in executive alignment, business case development, and high-cadence communications.

Experience

Vice President, Strategy Project Management OfficerBank Hapoalim International
Strategy & Operations AnalystGoogle
Chief of StaffCRL Advisory Inc.
Audit StaffErnst & Young LLP

Education

Yeshiva University, Sy Syms School of Businessbachelor, Accounting (2019)

Key Strengths

  • Manages ~10 concurrent cross-functional initiatives as VP of Strategy & Project Management
  • Led enterprise DocuSign rollout across a bank coordinating Legal, IT, Operations, and Front Office
  • Built executive dashboard at Google for global public policy meetings; added 1–5 sentiment scoring to improve insight
  • Developed business plan to evaluate whether to replace an unpopular system vs invest to make it work, guiding resourcing decision
  • Pre-aligns senior leaders via 1:1 conversations to reduce surprises and drive accountability
  • Facilitated alignment between conflicting IT and Operations leaders through detailed options presentation and stakeholder management

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Contact

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Languages

English

Skills

StrategyStrategic planningBusiness transformationDigital transformationProject managementProject Management Office (PMO)Project intakeResource planningPrioritizationExecutive stakeholder managementC-suite communicationsCross-functional collaborationPerformance dashboardsDashboardingMetrics tracking