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Lisa Wong
Senior Program Manager specializing in financial services technology transformation
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About
Consulting and PMO leader with deep experience inside large financial institutions, specializing in tax technology platform delivery across complex business lines including HNW, hedge funds, mutual funds, insurance, and banking/capital markets. Stands out for building governance, funding, and cross-functional operating structures that reduce redundancy, improve communication, and enable on-time, on-budget implementations with measurable time savings and fewer errors.
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Key Strengths
- bridging business and technology teams
- PMO leadership for complex platform implementations
- designing scalable processes with built-in flexibility
- prioritizing common-use functionality over one-off customizations
- cross-functional workshop facilitation
- stakeholder alignment across competing priorities
- governance and reporting structure creation
- consulting in large financial institutions
- on-time and on-budget delivery
- driving measurable efficiency gains and error reduction
- mentoring and developing teammates
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