SUMMARY

• Confidential has over seventeen years of strategy, shared services, financial transformation, and operations experience including big four consulting experience in program management, portfolio management and corporate strategy. Confidential has worked with clients in various industries including financial services, consumer products, retail, healthcare, and advertising. Confidential has worked with C level executives to help drive and sell several key projects to success.
• Confidential applies his extensive experience to provide strategy and implementation guidance across a broad array of large - scale business transformation initiatives such as outsourcing and offshoring, procurement, managed services, strategic sourcing, RFP/RFI and SOW response expertise, and IT strategy and transformation.

PROFESSIONAL EXPERIENCE

Confidential, Illinois

Director, Transition Consulting and Contract Management

Responsibilities:

• Responsibility includes managing both internal and external (3rd party vendors) technical and functional teams on large ERP and FP&A reporting implementations. These teams comprise of around 20-30 team members across multiple locations and functional groups.
• Implemented a finance and accounting ERP reporting solution for a large capital markets trading client. The new cloud ERP reporting solution enabled the client to consistently manage accounting, finance and trading applications across multiple locations and business units. Worked with functional and IT leaders to implement new operating models and processes to improve service to internal customers and external clients.
• Implementing an Organizational and process design assessment for a mid-size real estate client. This included providing a strategic road-map for the client's IT, Finance, and Procurement functions, which resulted in a cost savings of over $2MM per year. This initiative also included in selecting third party vendors and performing site selection for a new shared services center.
• Led a global Merger Program focused on Sales & Financial Reporting (Both the strategy and execution) for a Pharmaceutical /Medical device manufacturing firm. This program was responsible to make sure that the financial planning team and sales representatives have the clear direction, necessary tools, and the motivation to conduct their sales & reporting functions on day one of the merger.
• Implemented an 8-month long HRIS Workday Solution at Tribune Publishing Company. Was responsible for managing internal resources and integrating Workday modules in the area of Payroll, recruiting, benefits, training, and performance management. These modules included over 90 integration points with existing and new integration partners and vendors. This program was being in the middle of the divestiture between Tribune Publishing and Tribune Media and included a TSA (transition services agreement) covering finance, HR, and IT functions encompassing 500 employees and $15MM in annual spend.
• Worked with the CTA business stakeholders in implementing a $5MM workforce management/HRIS system. My responsibility was to transition a team of 20 new associates as part of a new managed services agreement. I managed to ensure proper integration and change management of the new organization. This transition resulted in projected annualized savings of $2MM at the CTA.
• Defined the Overall Program Work Plan implementation for several releases / products (deliverables, dependencies, assumptions, etc.) Formulated client-binding documents such as Statement of Work, Contract, Change Requests, etc.
• Coordinated cross-functional teams to gain agreement on scope, approach, assumptions, dependencies, risk and budget. Managed budgeting, tracking actual expenses against Budget/POs.
• Managed approved projects through the lifecycle, including change requests, issues management, risk management, status reporting. Initiated all projects within my area of responsibility using approved funding models and strategic guidelines.
• Responsible for the overall delivery and implementation of a set of marketing analytics products and solutions for leading CPG retailers and manufacturers.

Confidential, Chicago, Illinois

Sr. Manager

Responsibilities:

• Worked with a major investment management banking client to implement a global sourcing and procurement team during an M&A phase. This helped the bank save $15MM by consolidating contracts and streamlining the sourcing process for market data services and IT/Telecom infrastructure by implementing demand management and planning processes. Helped create new TSA’s for the combined bank which streamlined Finance and IT operations.
• Implemented a large ERP Sales and Operations planning solution for a larger retailer. Led a large team of financial and technical consultants and cross-managed the client sales and marketing team to work across functional units to implement the appropriate financial, technical, and functional service delivery methodologies across the organization.
• Managed the engagement to perform a detailed analysis of the client’s service delivery management organization (retained organization competency and skills, processes, enabling technologies, organizational structure) and recommended near and long term approach to fix existing vendor relationship and performance issues. Developed target operating model to improve operational efficiency and look at cost optimization opportunities. Performed change management training and coaching to leadership and key stakeholders
• Performed operational, financial, and IT assessments to determine relevant sourcing options across multiple locations in US, Europe and A-Pac. Performed strategic assessments to understand synergies between sourcing options and determine long term fit with corporate strategy. Additionally, conducted industry benchmarking to determine peer group analysis, market trends and service provider maturity towards building a target operating model. Helped save the department $1.5 million dollars by evaluating and selecting appropriate vendors that fit the requirements for ongoing initiatives.
• Helped an investment management/fund company in designing an operational executive dashboard and reporting mechanism. This dashboard helped summarize fund net flows classified by product line and competitors
• Completed project and contingency planning, cross - functional analysis, and cost/benefit analysis for the rollout of several knowledge management and e-commerce initiatives across several industries.
• Responsible for the overall delivery and implementation of a set of marketing analytic products and solutions for leading CPG retailers and manufacturers.

Confidential, Illinois

Manager

Responsibilities:

• Designed and implemented procure-to-pay process improvements to reduce process timing, improve process visibility and ensure timely and accurate vendor payment improving working capital by over $9MM and invoice processing rates by 50%
• Designed, implemented and managed a continuous improvement program utilizing lean and Six Sigma processes while teaching effective project and process management, resulting in $450K of savings within six months
• Captured and standardized work processes to develop team-focused production cells resulting in $100K of annualized overtime labor savings
• Captured, identified business requirements and applied best practices to optimize budgeting, planning and forecasting processes for multiple business units.Supply Chain/Sales & Operations Planning:
• Designed and implemented a Sales & Operations Planning program for a paper and plastic goods company resulting in estimated annual savings of $3-5MM
• Managed a pilot S&OP process, identifying and closing gaps between client needs and program capabilities, completing all necessary training and ensuring complete knowledge transfer and support through transition to client ownership

Confidential

Governance Program Manager/ IT Finance Manager

Responsibilities:

• Helped clients manage multiple IT projects simultaneously as part of the Program Management Office (PMO).
• Managed a portfolio of $15 million in terms of resource allocation and project prioritization that helps drive results in accordance to overall corporate strategic initiatives.
• Implemented finance and marketing applications for the wireless market. These applications enabled Motorola to better track customer revenue and retention across different market segments.
• Executed to success several projects that delivered applications in the areas of b2b finance, knowledge management, and customer experience. These projects delivered an average ROI of 40%.
• Educated business owners in developing project plans, scope documents and cost estimates. Designing the system in collaboration with IT management
• Hired and managed up to 10 people on several ongoing projects.

Confidential, Chicago, Illinois

Project Manager, Global Portal Implementation

Responsibilities:

• Managed the rollout and implementation of the Sara Lee Corporate Intranet that served over 30,000 end-users. This portal helped employees from different job functions and diverse locations share content in a seamless manner.
• Led a functional team in charge of facilitating the process of combining content from many divisions into one central location. Led the Change Management team in order to develop a comprehensive program to communicate best practices and procedures to different groups.

Confidential, Chicago, Illinois

Senior Consultant in the Business Consulting Division

Responsibilities:

• Designed a web based document management system for a hospital consortium. This application helped catalog thousands of research documents and helped increase online revenue by 75%.
• Led knowledge transfer sessions with clients. Initiated internal projects to showcase the technological abilities of our group to potential clients.
• Joined Arthur Andersen as an Associate Consultant. Worked with the Business Consulting division for two years in various client-serving roles. Was promoted to Senior Consultant in just one year.
• Developed ESI 2000, an online service manual package that is used by GM service technicians. This application helped reduce, by 50%, the time required to diagnose an automobile service request.
• Conducted several training classes in order to educate end users on how to use new tools and applications. Participated in onsite support assignments for GM dealers in Metro Detroit.