Influential technology and business leader, working comfortably with C-level management to help shape the firm’s strategic direction & long-term vision.

Adept at defining strategic objectives and applying leadership skills to achieve dramatic, bottom-line results.

Successfully delivers operational efficiency, cost savings, process reengineering, business automation, consolidation and compliance.

• C-Suite & Stakeholder Presentations
• Financial Statements
• Procurement/Purchasing
• Technical & Business Process Improvement
• Project Management
• Internal Controls
• Business Analysis & Strategic Planning
• Staff Management/Team Leadership
• Vendor Relations
• Risk Management

PROFESSIONAL EXPERIENCE

SMART Business Advisory and Consulting, New York, NY 2008 to 2009
International consulting company. Services include Actuarial Solutions, Audit, Risk, and Compliance Solutions, Executive Solutions, Financial Solutions, Legal Solutions, Outsourcing Solutions, People Solutions, Tax Solutions, and Technology Solutions.

Senior Consultant
Hired to deliver project business analysis.

Process Mapping and Re-Design for Fortune 50 Global Bank. Documented and flow-charted all current-state processes and system flows for Finance, Operations, and Risk. Developed and documented detailed business cases. Created future-state and conducted gap analysis. Wrote business requirements and conducted stakeholder interviews to establish new project charters.

• Successfully completed current-state analysis of all operations.

LEAN Process Re-Design for Fortune 50 Global Bank. Traveled to the UK to train and implement LEAN methodology. Documented and analyzed all processes across all departments.

• Successfully created LEAN project charters and LEAN corporate strategy.

Internal Compliance Initiative. Clients required that published compliance procedures were in place before business initiatives could proceed. Designed, developed and implemented corporate policies for information security.

• Allowed company to go after consulting opportunities.

Confidential, New York, NY 2005 to 2008
Commercial lending bank, Products include CD’s, Loans, Demand Deposit Accounts, Internet Banking, ATM/Debit, and Electronic Funds Transfer.

Chief Information Officer
Hired with full responsibility to manage all Information Technology including IT security, hardware, software, check processing, reporting, internet banking, ATM/Debit, procurement, and compliance.

Key vendor and consulting management included Jack Henry & Associates, Dell, Metavante, NYCE, Top Layer Security, Canon, Fidelity, and JP Morgan Access.

Drove successful strategic IT policies and initiatives to increase revenue:

Implemented strategy to eliminate Federal Reserve Float. Migrated from physical check presentment to Check21 digital cash letter presentment. Eliminated the 4-day float allowing for same-day clearance.

• Enabled access to additional funds.
• Successfully transformed overall federal IT rating from Fair to Satisfactory.
• Reduced check-processing time by 90%. Reduced overhead and headcount.

The Bank was using a legacy check imaging solution that was unable to produce statements with check images and was unable to accept Check21 files from the Federal Reserve. Customers were unhappy and threatened to switch banks. Migrated the bank to a new check imaging solution and seamlessly integrated it with the bank’s core platform.

• Customers were happy that they could receive statements with check images as well as see their images online through Internet banking.

The Bank has 1 physical location and 0 ATMs. Devised a virtual branch solution enabling customers to make check deposits and withdrawals anywhere. Online services were limited to viewing account balances.

Added functionality to the online site. Created and implemented remote check scan deposit system. Created and implemented ATM withdrawal system.

• New systems earned 100% customer satisfaction ratings. Increased deposits by 30%. Successfully completed 4 months ahead of schedule and under budget.

Confidential., New York, NY 2002 to 2005
Leading provider and integrator of E-Document delivery solutions, including business process
automation, document management and fax server solutions in the U.S.

Senior Network Consultant
Hired to design, implement and integrate corporate business systems for government entities, financial institutions and law firms. Responsible for maintaining client relationships, delivering customer solutions, services and business development.

• Designed and implemented Microsoft Windows domains, Microsoft Exchange servers and network infrastructure. Implemented and supported RightFax solutions. Created network security solutions. Supported remote access systems and delivered network data recovery.

Freelance Network Consultant 2001 to 2002
Designed and implemented Microsoft Windows domains, Microsoft Exchange servers and network infrastructure. Implemented SonicWALL and Cisco PIX firewall solutions.

EDUCATION 
Bachelor of Arts, Management Information Systems,

CERTIFICATIONS
PMP, PMI, Certified Project Management Professional
MCSE, Microsoft Certified Systems Engineer
CSSA, Certified SonicWALL Security Administrator
Top Layer IPS Security Professional Certification
Jack Henry Synergy Enterprise Content Management
Lean Six Sigma

TECHNICAL
MS 2000/XP/Vista, Server 2000/2003/2008, Exchange2000/2003/2007, Project 2007, Visio 2007, SharePoint Administration, SonicWALL OS Enhanced, Mac OSX, BES, VMware, VPN