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Director Of Technology Resume

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La Jolla, CA

SUMMARY:

  • Senior professional with a rare blend of IQ and EQ. A leader, who has managed global teams, led strategic initiatives and managing operation restructuring. Multiple industry background at top firms including Goldman Sachs, KPMG Consulting and General Electric. Hands - on manager of physical, intellectual and operational processes. Graduate of GE’s management leadership program.
  • Technology, Finance and Operations Management
  • Business Assessment & Recommendations
  • Project and Risk Management
  • Transition Management
  • Strategic Planning & Operational Budgeting
  • Business Process Improvement
  • Controllership and Financial Reporting
  • Staff & Development

PROFESSIONAL EXPERIENCE:

Confidential, La Jolla, CA

Director of Technology

Responsibilities:

  • Set the strategy and led the transition to Salesforce from two highly integrated and customized CRM tools.
  • Improved EBITDA by $400K/year, by redesigning the businesses approach to infrastructure - this resulted in significant performance increases, improved reliability and better operational support.

Confidential

Firm Project Manager

Responsibilities:

  • Led the transition from a wholly owned business unit of Genworth to a stand-alone Private Equity owned holding company.
  • Coordinated the successful launch of over 10 alternative manager based private fund and mutual fund products.
  • Led development of proprietary software focused on portfolio optimization and sales compensation forecasting.
  • Outsourced internal Fulfillment Operations to Merrill Communications
  • Drafted and managed contracts for over 25 vendors providing new and existing services to the firm.

Confidential, New York, NY

Head of Information Management and Reporting

Responsibilities:

  • Reengineered the client data handling and operational reporting process, including recruiting key staff roles.
  • Completed the development of the asset management / client reporting platform on schedule.
  • Implemented technology standards for firm equipment and infrastructure.
  • Championed the migration onto a world class business continuity / disaster recovery platform.

Confidential, Rutherford, NJ

Business Development Consultant

Responsibilities:

  • Earned my career’s first sales commission.

Confidential, Greenwich, CT

Director of Planning and Reporting

Responsibilities:

  • Created a new integrated financial model to analyze management fees, capital allocations, performance attribution, and firm revenues; eliminated manual effort by 1-2 senior finance professionals, avoiding the need for new hires saving $150K/year.

Confidential, New York, NY

Management Consultant

Responsibilities:

  • Modeled the allocation of the firm’s $30M IT budget which led to the rationalization of expenses saving the firm over $2.5M.
  • Constructed integrated management reports using Lawson and their Microsoft SharePoint portal.

Confidential, New York, NY

VP/cFO - Business Services Division

Responsibilities:

  • Identified $1.2M dollars in accounting errors.
  • Worked with functional leaders to drive cost savings of $25M over five years.

Confidential

VP - Creative Services Manager

Responsibilities:

  • Structured the service operation as a standalone P&L business using operational metrics
  • Outsourced the operation to Ogilvy & Mather for an annual savings of over $1.3M/year.

Confidential

Global Sourcing Leader / Program Leader - Medical Systems

Responsibilities:

  • Developed the Supply Chain Risk Management program as my Six Sigma Green Belt Project.
  • Earned my Certified Purchasing Manager accreditation.
  • Drafted and executed the Medical Systems first global joint technology development agreement.

Confidential

Leadership Development Program - MMP

Responsibilities:

  • Outsourcing Manager - Manufacturing Operations
  • Business Team Leader - Assembly Line

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