SUMMARY:

• Over 25 years experience in Management Consulting governing corporate strategic and operations improvement through technology implementation, business process reengineering, and operations restructuring,. Developed business cases and documented accrued benefits of over $100M. Sold and led implementation of global change initiatives.

PROFESSIONAL EXPERIENCE:

Confidential

Program Manager

Responsibilities:

• Program managed the development and launch of new, niche market, B2B ecommerce software product (EZ2Transfer.com) utilizing Agile/Scrum methodology. Led creation of business requirements, detailed design, development, and testing utilizing remote and international resources. Established contact and interfaces to payment service/processing providers. Patents pending.
• Served as interim Director - PMO Shared Service Center. Developed and implemented PMO procedures and SLAs. Developed templates and standards for deliverables and executive reporting.
• Developed and implemented a project profitability tracking system with key KPIs including financial and project cost and schedule performance indices (CPI, SPI) and Estimated at Completion (EAC) figures.
• Managed the conversion of the Finance department into a shared services center including the method, design, and implementation of cost allocations and new fiscal and reporting processes (P&L reports, budgeting, closing, metrics).
• Designed and implemented corporate quote process across the SBUs and shared services centers.

Confidential, NY

Responsibilities:

• Developed annual Town budgets - reduced expenses and Town tax levies eight years in a row,
• Selected vendor and implemented Town lockbox operations for tax collection - reduced collection costs,
• Implemented online tax payment options via direct debit (ACH) and credit cards - customer benefit/reduced costs,
• Prepared $20 million capital plan for upgrading Town’s parks, initiated capital improvement projects,
• Created and implemented first Town Purchasing Policy, resulting in decreased costs through competitive bidding,
• Conducted numerous financial analysis studies of Town operations as part of a data driven decision-making process.
• Evaluated various business opportunities. Acquired NY State insurance licenses for Property & Casualty and Life & Health. Evaluated business operations, locations, and personnel.

Confidential

Sr. Manager Consulting

Responsibilities:

• Managed several regulatory, compliance, and risk management engagements. Improved business operations and efficiencies and reduced manual labor via reengineering efforts and implementation of custom software solutions.
• Sold and managed review of financial consolidation reporting, financial risk controls, and supporting SAP systems. Established and managed PMO office. Remediated audit management letter deficiency. Documented consolidating financial reporting process for reproducibility.
• Project managed operational risk evaluation of 300+ End-User Computing (EUC) applications for mortgage banking arm of large bank to comply with Federal Consent Order within tight deadlines. Established risk evaluation criteria and metrics.
• Managed PMO for global transformation of financial reporting for large automobile manufacturer.
• Implemented global Sarbanes-Oxley compliance system, developed risk framework including risks, objectives and controls providing a common worldwide system for compliance testing.
• Assessed and designed process improvements for new treaty (reinsurance contracts) increasing operating efficiency.
• Led several proprietary software implementations reducing manual labor and increasing speed and accountability.
• Trained international groups up to 150 people. Prepared material.
• Formalized contract compliance and reduced compliance testing for Federal programs (TARP, Federal Loans, and Consent Orders).
• Developed and formalized Agile development, quality assurance, and disaster recovery processes.

Confidential

Sr. Manager Consulting

Responsibilities:

• Led turnaround of project for implementing hedge fund accounting system Established project governance, practices and processes. Prepared and presented weekly status to steering committee.
• Led business transformation assessment of wealth management business. Identified improvements enabled significantly increased growth and revenue generation.
• Led business development efforts for new consulting services engagements.

Confidential

CEO/President

Responsibilities:

• Started up mortgage firm originating residential and commercial mortgages.
• Developed relationships with over 20 lending institutions.
• Established corporate policies and procedures.
• Developed proprietary loan analysis tools.
• Created and implemented marketing programs, literature, and brochures.
• Recruited and managed employees.
• Developed technology infrastructure including networking of operations.
• Established compliance procedures and quality control checks for Federal and NYS Banking laws and regulations and annual audits.

Confidential

Principal, Practice Leader

Responsibilities:

• Principal in charge of Process Improvement Practice with 10 consultants and revenue generation of $3 million.
• Sold and managed $10MM e-business, global, financial re-engineering project for IBM Global Finance.
• Provided thought leadership for new consulting offerings such as Smart Cards, Knowledge Management, Sales Pipeline Planning, etc.
• Led development effort of internal consulting website.
• Participated in MBA recruitment efforts.

Confidential

Management Consultant, Senior Manager

Responsibilities:

• Successfully sold and managed teams for insurance re-engineering engagements.
• Initiated integration of process-oriented audit approach with consulting services.
• Successfully led the turnaround of a failing project for a large insurance brokerage, saved firm’s reputation, and submitted a $3MM extension bid.
• Authored and published a paper on Benchmarking for the Insurance Industry.
• Reviewed and recommended process improvements document imaging/enrollment capture system of Asset Management firm.

Confidential

Management Consultant

Responsibilities:

• Successfully led teams to develop forward looking financial statements based upon company’s P&L coupled with benefits accruing from re-engineering efforts.
• Productively analyzed the private banking operations (Trusts, Credit, Credit Cards) of Citibank Private Banking Group and recommended significant process improvements.
• Effectively established PMO with responsibility for IT system establishment and standards including integration/synchronization of IT systems, applications, and networking between client and consultants.
• Redesigned HMO enrollment process to reduce a cumbersome, 30+ step, six-week process into a three-step process improving customer satisfaction in this vital, initial customer contact phase while reducing costs significantly (over $1M).
• Rationalized data centers, national and global facilities, etc. as part of reengineering or downsizing efforts.

Confidential

Manager

Responsibilities:

• Managed numerous Financial Services Industry consulting engagements with Fortune 500 firms. Successfully led efforts in the development of strategic business plans, cost-benefit analyses, lease/buy analyses, SDLC projects, and package selection and implementation engagements. Worked with senior level client management to affect change within their organization. Representative engagements follow:
• Successfully developed a strategic systems business plan for the telecommunications group of Merrill Lynch using automated business modeling tools. Developed and designed database systems, charge-back systems, and service level agreements. Business functions included bill reconciliation, inventory management, order processing, accounting and charge-back for voice, data, and market data services. Reviewed and helped establish Contract Management system. Developed Detailed Programming Specifications. Effectively led implementation efforts.
• Participated in early development of REMIC, CMO’s, tranches etc. at Confidential Haskins & Sells.
• Successfully led team in $400MM joint venture/startup Equicor - Managed team of about 20 consultants, client staff, and third party system programmers to integrate and convert data and systems from legacy systems to new systems. Established systems, working procedures and processes for General Accounting and Reporting Function, Accounts payable function, Check Processing function, and others. Systems were up and running in 30 days Helped client establish Chart of Accounts, budgets, reporting and financial processes and procedures.
• Designed and implemented consolidating GL system for Alexander & Alexander. Helped establish reporting, consolidation reporting, budgeting, and system processing procedures. Separately led a team to design and rollout a change management program for implementation of a new branch management system throughout the U.S.
• Designed new Tax, Statutory, and Management reports for Equitable Life Insurance’s new GL system.
• Successfully provided oversight to the conversion from legacy systems to American Software ERP systems for Faberge and merger of systems between Faberge and Eli Lilly’s Elizabeth Arden.
• Created User Requirements definitions, held vendor conferences, evaluated and selected vendors, and coordinated installation, customization, testing and data conversion for numerous application systems including but not limited to: General Ledger including Chart of Accounts. Accounts Payable. Account Receivable. and Financial, Consolidation, and Statutory Reporting.
• Performed audits of IT systems and security controls for several companies including (Merrill Lynch and BCBS)
• Helped develop Package Selection methodology for D&T’s 4Front Methodology
• Analyzed and attested to portfolio manager’s fund performance and fundamental analysis methodology. Back-tested performance with annual rebalancing of portfolio.
• Designed new reports and operating procedures for financial systems implementations.