Lisa Callaghan
Senior Portfolio Management & Operations Executive
Chicago,IL
Summary
Accomplished Execution Director with a proven track record at Anthem, Inc., orchestrating business case development and managing a $250M+ portfolio to achieve a 0.01% budget variance. Expert in strategic planning and executive communication, I've driven operational transformation through machine learning, achieving over $252M in benefits. Skilled in financial management and fostering cross-team relationships to maximize commercial interests and efficiency.
Overview
12
12
years of professional experience
Work History
Execution Director
Anthem, Inc.
Indianpolis, IN
09.2022 - Current
- Orchestrate Commercial Portfolio business case development from Ideation through to Business Case finalization for 75+ initiatives, including in-depth analysis on requests by business unit, previous years’ trend, strategic alignment & funding opportunities within other portfolios
- Oversight of ongoing $250M+ Portfolio financial status, execution health and benefit realization, providing mentorship & "translation" of Portfolio & Commercial strategy to Business Owners, Program Managers & other key stakeholders; managed 2023 budget to within a 0.01% variance
- Alignment, Negotiation & Coordination with other Portfolios as well as OTIC/SVRO to best prioritize Commercial interests to maximize value
Director, Market Experience
Anthem, Inc.
Indianpolis, IN
08.2021 - 09.2022
- Manage team of internal and contractor professionals; prioritize workload and deliver on organizational objectives for Commercial Local operations team, consisting of 4,800 onshore associates, 5,000 offshore/contracted associates and $475M budget annually
- Establish effective cross-team relationship to implement initiatives that increase efficiency and automation inclusive of end to end Commercial Operations, Sales and Shared Services
- Execute projects & manage Commerical Local portfolio in excess of $100M annually
- Standardize processes & technology platforms to enable simplicity and effectiveness across geographies and departments, inclusive of Product Management/Development, Implementations, Case Install, Enrollment, Member/Broker Service and Claims
Product Management Director, Sr.
Anthem, Inc.
Indianpolis, IN
08.2017 - 08.2021
- Conceptualized and Implemented long-range Benefit Automation roadmaps, delivering over $252M in hard benefits to date
- Identified and Deployed more than 17 instances of Machine Learning, Robotic Process Administration and AI to drive operational transformation, eventually eliminating 3 technical systems and automated 99% of all standard plans/benefit builds
- Developed and Implemented Solution Intent process across 11 Agile Release Teams and over 2,100 associates to ensure architectural decisions aligned with business problems to generate value
- Led Commercial Local portfolio, responsible for strategic roadmapping, generating business cases, execution oversight and executive reporting
Project Director
Anthem, Inc.
Indianpolis, IN
04.2013 - 08.2017
- Managed on-going sequencing and prioritization of the Commercial project portfolio, communicate with business partners to drive direction setting, decision-making and clear strategic definition for successful execution.
- Created and Maintained consolidated strategic business plan, focused on identifying business and IT interdependencies allowing for alignment across the Enterprise.
- Established a collaborative executive communication outlet, complete with tracking and reporting mechanisms that easily identify risks and issues for executive leaders.
- Formed and Led Go-Live Command Center structure consisting of 5 sites and over 40 onsite resources to support 800 new staff, 57 clients and approximately 2M new members.
Education
Bachelor of Science - Clinical Psychology
Loyola University of Chicago
Skills
Portfolio & Project Management
Executive Communication
Strategic Planning & Business Development
People Management
Financial Management & Budgeting
Issues resolution
Timeline
Execution Director
Anthem, Inc.
09.2022 - Current
Director, Market Experience
Anthem, Inc.
08.2021 - 09.2022
Product Management Director, Sr.
Anthem, Inc.
08.2017 - 08.2021
Project Director
Anthem, Inc.
04.2013 - 08.2017
Bachelor of Science - Clinical Psychology
Loyola University of Chicago
Similar Profiles
KOURTNEY HEBERTKOURTNEY HEBERT
Utilization Management Representative at Anthem, Inc.Utilization Management Representative at Anthem, Inc.
Hania BairdHania Baird
Actuarial Business Analyst III at Anthem, Inc.Actuarial Business Analyst III at Anthem, Inc.
Denise WheelerDenise Wheeler
Benefit Analyst III at Anthem, Inc.Benefit Analyst III at Anthem, Inc.