Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Brokerage Series 63 & Series 7
Timeline
Generic

Jana Hoy

Gilbert

Summary

Senior Technical Program and Product Management leader with 15+ years of experience delivering complex enterprise-scale programs in healthcare and financial services. Combines deep technical leadership with strong program execution skills to drive Agile/SAFe transformations, enterprise architecture improvements, and lean portfolio management adoption. Proven ability to plan and execute multi-team technical programs, manage cross-functional coordination and stakeholder engagement, and implement process improvements that increase delivery velocity, predictability, and quality. Adept at risk and issue management, aligning distributed engineering efforts with business goals, and leveraging emerging technologies (cloud, distributed systems, AI/ML) to achieve strategic outcomes. Trusted partner to executives and teams, optimizing resources and budgets to accelerate value realization while ensuring compliance and transparency.

Experienced with leading large-scale technical programs and driving strategic initiatives. Utilizes agile methodologies and cross-functional team leadership to ensure project success. Track record of delivering impactful projects and fostering strong stakeholder relationships.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Senior Technical Program Manager / Technical Product Manager

UnitedHealth Group – Optum
Phoenix, AZ
02.2015 - Current
  • Facilitated adoption of standardized architecture practices and scorecards across diverse portfolios, enhancing delivery predictability and quality while minimizing design rework.
  • Defined program scope and aligned technical plans with business objectives to ensure synchronization of complex cross-functional deliverables.
  • Assisted in managing program communications and addressing risks for key initiatives. Supported senior leadership with regular updates on program status, risks, and outcomes to promote transparency. Helped identify and eliminate obstacles while reallocating resources to keep programs on track with timelines and budgets.
  • Supported integration of M&A and transformation initiatives into enterprise planning framework. Assisted in connecting transformation roadmaps with capital plans and portfolio budgets for better resource utilization. Promoted adoption of lean portfolio management tools to enhance visibility into priorities and facilitate data-driven decision-making.
  • Spearheaded AI/ML integration opportunities, including initiation of AI-driven portfolio analysis to identify process efficiencies, while promoting an innovation-focused culture and ensuring architecture compliance and scalability.
  • Achieved alignment of vendor product roadmaps with enterprise goals, resulting in accelerated solution delivery. Delivered effective negotiation of priorities and oversight of vendor deliverables to meet program needs. Maximized ROI of technology investments through strategic management of program budgets and resource planning in collaboration with finance and leadership.
  • Led agile transformation efforts as an enterprise agile coach and SAFe practitioner. Mentored scrum teams to adopt continuous improvement practices and established KPIs to assess performance. Drove regular retrospectives that significantly enhanced team productivity and stakeholder satisfaction across program increments.
  • Oversaw collaboration among diverse teams to ensure timely delivery of intricate technical programs while adhering to budgetary limits.

Business Systems Analyst (Contact Center Specialist)

University of Phoenix
Phoenix, AZ
04.2013 - 02.2015
  • Systems Integration & Process Improvement: Implemented and integrated Salesforce CRM into existing contact center systems, streamlining lead management and enhancing multi-channel customer support. Ensured adoption of defined SDLC processes and provided continuous improvements for IT systems to meet business needs.
  • Cross-Functional Project Coordination: Collaborated with internal stakeholders and external partners to define project scope, requirements, and success criteria for technology integration initiatives. Delivered solutions supporting enterprise platform integration across three major systems, improving cross-departmental operations.
  • Operations & Support: Managed day-to-day Salesforce platform operations (configuration, troubleshooting, user administration), and served as liaison between end-users and IT to ensure enhancements were properly understood and implemented.

Operational Specialist / Project Manager

Charles Schwab
Phoenix, AZ
02.2006 - 2013
  • Technical Operations & Documentation: Assisted in the design and implementation of a new registered bankcard technology platform, serving as lead SME for standardized client reporting capabilities. Authored a comprehensive Operations Manual with detailed technical and architectural documentation to support the new system and ensure consistent processes.
  • Financial Analysis & Compliance: Conducted detailed financial reconciliations and due diligence on accounts, applying brokerage and FDIC regulatory procedures. Ensured accurate, compliant operations through regular audits and timely financial reporting.
  • Streamlined operational workflows to enhance efficiency and reduce processing time.

Education

Associate of Science - Business Analytics

University of Phoenix
Tempe, AZ

Skills

  • Program & Project Management (Agile/SAFe)
  • Technical Program Planning & Execution
  • Cross-Functional Coordination
  • Stakeholder Management & Communication
  • Risk & Issue Management (RAID)
  • Enterprise Architecture Governance
  • Distributed Systems & Cloud Infrastructure (Azure/AWS)
  • AI/ML Integration (emerging tech)
  • Lean Portfolio Management
  • Process Improvement & KPIs
  • Budget & Resource Management
  • Healthcare (HL7/FHIR) & Financial Services Domain Experience
  • Agile product management
  • Product management

Accomplishments

  • Handled several high-level projects simultaneously, successfully delivering each of them in less time than was expected.
  • Led weekly meetings among training staff to brainstorm and ask questions, enabling peers a venue to resolve issues quickly and effectively.
  • Collaborated with team of 50 in the development of Prior Auth HL7 team (POCA/FHIR.

Certification

  • Certified ScrumMaster (CSM) – Scrum Alliance (2007)
  • SAFe Agilist (Scaled Agile Framework) – Scaled Agile, Inc. (2019)
  • Certified Scrum Product Owner (CSPO) – Scrum Alliance (2019)
  • HL7 Fundamentals (Health Level Seven International Standards) – 2019
  • Pragmatic Institute (Pragmatic Marketing) – Product Management (Course)

Brokerage Series 63 & Series 7

The Series 7 and 63 licenses are foundational "keys" that unlock the legal right to sell securities and offer financial advice. Combined, they transform you from a general professional into a registered representative capable of handling complex financial products and state-level compliance.

Timeline

Senior Technical Program Manager / Technical Product Manager

UnitedHealth Group – Optum
02.2015 - Current

Business Systems Analyst (Contact Center Specialist)

University of Phoenix
04.2013 - 02.2015

Operational Specialist / Project Manager

Charles Schwab
02.2006 - 2013

Associate of Science - Business Analytics

University of Phoenix
Jana Hoy