EXECUTIVE PROFILE

Rick is a results-driven executive leader in the Financial Services industry who specializes in IT implementations and strategic business process improvement initiatives. He has over 14 years of experience with an MBA and Big 4 consulting background Recognized for having proven abilities in strategic planning, managing projects, improving efficiency of operations, and team building. Quickly grasps complex concepts and interprets ideas into a logical strategy. Able to identify areas of key strengths and weaknesses and implement company policies, standards, changes in operation, and systems that optimize productivity and bottom line. Demonstrated ability to motivate staff to maximize productivity and control costs through the most effective uses of manpower and available resources.

Areas of Expertise

• Client Relationship Management Business Analysis Application Development
• Requirements Gathering Conflict Management Systems Integration
• Application Design Quality Assurance Process Improvement Business Process Outsourcing BPO User Interface Design Change Management
• Organizational Design P L Accountability Contract Management Program Management Claim Administration Policy Administration

Key clients consulted

CNA American Express Progressive Insurance Nissan CIT ASI Zurich Japan Compaq Kraft Dell Nationwide Zurich Canada QBE UK Scottsdale Insurance State Auto W.R. Berkley Corporation Sul America Brazil American Mining Insurance

PROFESSIONAL EXPERIENCE

Confidential

Director

• Responsible for providing executive leadership around all aspects of strategic IT/Product planning, new business development, and new system delivery Program management and contracts management for applications and infrastructure, including implementation and supporting application development Managed and delivered 5MM-10MM multi-level projects on time and within budget.

Specific Responsibilities:

• Directed all phases of multiple projects including project charter development, scope planning and definition, managing projects execution, monitoring and controlling all project work across multiple projects developed a comprehensive integrated change control process and finally supervised all project closures with seamless handoffs. Directly responsible for defining roles and responsibilities.
• Co-Lead internal initiatives for building offshore service development centers and building a new hire academy program.
• Responsible for re-engineering and implementing the Architecture Review Board process to enable effective, consistent, and efficient governance of the Enterprise Architecture standards and strategies.
• Coached, mentored, motivated and supervised 40-50 project team members and contractors, and influenced them to take positive action and accountability for their assigned work.
• Increased efficiency by 50 through agile release cycles and established development practices and entire software development lifecycle methodologies for large scale claims transformation initiative.
• Established and managed an offshore development and testing teams which provided services to multiple service-line groups within the company.
• Participated on sales teams as a Co-Lead to prepare proposals, Oral presentations, support business development, and acted as a SME to build relationships with potential clients.
• Led the IT portfolio analysis for a Fortune 500 P C insurer against long-term architectural strategy and business requirements. Identified 20M in total cost savings through elimination of functional and technical redundancy, while increasing application flexibility and improving their ability to support business growth through a multi-year technology roadmap.

Confidential

Assistant Director / Manager

Responsible for managing project teams with full 2MM-5MM P L accountability through all phases of the technology enablement life cycle.

Specific Responsibilities:

• Managed Guidewire ClaimCenter 6.0 implementation at the Canadian subsidiary of one of the world's largest Multi-Line P C Insurance carriers. Responsible for leading an implementation team located across 3 delivery sites Toronto, California, and Bangalore consisting of requirements, product configuration, system integration, data conversion, and testing workstreams.
• Analyzed gaps in business processes and formulated long term and short term solutions for Zurich Japan. Created deliverables for workflow analysis, use case documentation, planning, change process and management of the system implementation processes. Worked with internal subject matter experts to document business processes.
• Planned application development programs / projects that align with and further the achievement of the overall IT strategy Translation of high level goals and objectives into actionable tasks or projects.
• Facilitated with the business process owners to define and document as-is and to-be process flows in order to define transaction and process sequences for Zurich Canada.
• Implemented organizational change management initiatives that resulted in resources from non-core initiatives to strategic core initiatives.
• Managed internal responsibilities including all application technology resources, offshore team, budgets, training, professional resource development, departmental expense and strategic goals and other metrics.

Confidential

Managing Consultant / Team Leader

Responsible helping delivering 2MM-5MM projects for Fortune 500 clients. These responsibilities have included corporate communication and reporting to key stakeholders, business process engineering and transformation, as well as design and development of enterprise-scale applications.

Specific Responsibilities:

• Led and developed detailed user requirements for payment solutions, policy/claims administration web based-systems, new business and data ordering processes. Approach emphasized a user-centered design, which required collaboration with Independent and External Agents, Customer Call Center Reps, Agent Support Center and Home Office Users.
• Prepared Statement of Work SOW , Request for Proposal RFP , Governance, and Project plans.

• Co-Lead 'Business Readiness' initiative for a Claims Transformation project which involved developing a future state technology vision and roadmap to align with to be business processes, organizational structure, and business requirements. Facilitated executive workshops to define future state vision.

• Managed 10 consultants and worked with the Design Lead, Architect Solution Lead, and team of Developers / Business Analysts to provide the end solution to client's needs by using AGILE and RUP methodologies. Operated as subject matter expert throughout software development SDLC .
• Provided Requirements definition Traceability using Sarbanes-Oxley standards for P C insurer.

Confidential

Product Consultant

MBA Intern 2003 through RGR Enterprises

Responsible for assisting business partners to recognize, identify, and implement process re-engineering, operational and organizational restructuring opportunities, development of technology and product development practices/methodologies and management/implementation of the company's new managed services model.

Specific Responsibilities:

• Analyzed key agency metrics, customer segments, claim trends, rate activity, and payment methods in an effort to identify opportunities to enhance the competitive position and profitability of both the Non-standard and Standard products within Property Casualty market.
• Maintained an excellent relationship with the territorial sales management team through effective communication and provided them with analysis tools to improve their overall production results.
• Consulted on a project within the company to develop, manage and assist in a corporate transformation of their product management group. The program included all major business processes, which included product operations, finance, IT, customer service, sale, underwriting, and new product development. Contributed to cost savings in excess of the original targets set by management.
• Completed multiple product and competitor analyses to determine the overall competitive position of personal line products in multiple states, which helped to implement rate/product revisions.

Confidential

Lead Business Analyst / IT Quality Assurance

Responsible for Implementing and delivering Benefits Administration solutions for Fortune 500 client

Specific Responsibilities:

• Acted as a Subject Matter Expert knowledge resource to client teams on such topics as process flows, data models, content requirements, integration with the other functional areas conversion, interfaces and reporting , processed procedures, application on business objectives, client-specific topics, and alternatives for service delivery.
• Developed system-testing specifications. Translated functional and procedural documents into simple terms that formed the foundation of system testing. As a result, produced test scripts, documented issues and feedback, and modified technical specifications for approved changes.
• Trained the Ongoing Operations Team that supports the client engagement post-implementation including technical resources, Service Center associates, and client contacts.