Jan Matteson Chief Operations Officer

Jan Matteson serves as the Chief Operations Officer of Fortimize, holding four Salesforce Certifications and a rich history in technology and management. Jan brings a breadth of experience from over 15 years in business and systems analysis for Hewlett Packard, capturing and translating business requirements into functional specifications.

Jan’s strong understanding of finance has been developed through years of management and development of financial systems. As Global Program Manager for HP, Jan used Six Sigma Black Belt skills and techniques for defining, measuring, analyzing, and improving processes to drive corporate alignment in EMEA, Asia, Latin America and North America. Jan created a strategic roadmap for hardware and software tools to improve customer service.

Jan has over 10 years of process improvement experience and enjoys learning from others as well as sharing her knowledge. She is skilled at working with virtual teams in facilitation, collaboration and negotiation and developed a cross-organizational Global Content Model as Workforce Development Manager at HP.

Having led complex wealth and fund management solution implementations, Jan is responsible for end-to-end client success at Fortimize, including gathering business requirements, defining technical architecture, and implementing complex formulas, workflows, reports and business processes.

In addition to her four Salesforce Certifications, Jan received her Bachelor of Science in Business Administration degree and MBA from the University of La Verne, in California, is an HP Certified Black Belt, and holds Project Management Professional and ITIL Foundation certificates.