Summary:

Banking Operations Professional / Senior Risk Officer with Operational Finance expertise and hybrid multi-national Supply Chain Operations experience with Corporate Strategy, Multi-Function Shared Services and Outsourcing Strategy Execution, and Risk Modeling Governance. Visionary and top performer that thrives in a global fast paced environment Have passport, will travel.

• Recent career successes include leadership on design, creation, and implementation of Risk Exposure Measurement Reporting Strategy for super-regional financial institution, design and implementation of quantitative risk and performance scorecards for global financial institution as part of OCC regulatory program, and Chief of Staff / Leadership role in turnaround of statewide Shared Services program with 50M portfolio.
• Hybrid expertise in deployment of integrated ERP, FP A, Tax, Human Capital, Supply / Trading, Quantitative Risk, and GRC technology systems.
• Specializes in the application of Data Science finance, operational, and risk data aggregation and reporting for trending and forecasting.
• Seasoned professional with Master of Business Administration Finance and strong credentials. Currently a professional credential seeker in Stanford University's Strategic Decision and Risk Management program.

Core Competencies include:

Treasury Funding, Liquidity, Interest Rate Risk Financial Planning Analysis Operational Finance Financial Reporting Strategic Planning Supplier Finance Cash Flow Modeling Commodity Markets Big Data Analytics

SUB-SPECIALTIES

• Executive Communication Organization Design Change Management
• P L Management Cash / Liquidity / Foreign Exchange Operations Asset Valuation Taxation Corporate Financial Budgeting, Management, Control M A: Finance Information Technology integration divestment Government Financial Management Procurement G/L Consolidation Transfer Pricing Public-Private-Partnerships PPP , Project Finance, CAPEX, OPEX
• Regulatory Governance, Risk, and Compliance
• Business Process Outsourcing Governance Counterparty Risk
• Dodd-Frank Stress Testing, Scenario Analysis Model Validation Basel ICAAP CCAR / DFAST FERC / NERC SOX IFRS / GAAP
• SQL SPSS R SAS
• Oracle SQL Server Informatica Cognos
• ITIL, PMBOK, SDLC, Waterfall, Agile

PROFESSIONAL EXPERIENCE and ACCOMPLISHMENTS

Confidential

Senior Project Manager

Confidential Broad portfolio accountabilities include: development of outsource strategy for risk analysis, benchmark deployment of Third Party inherent residual risk exposure metrics, deployment of Third Party Risk intelligence, business/functional requirements and user acceptance testing of Operations Loss analytics, and measurement / analysis / reporting. Utilize a combination of risk intelligence technology, including: SQL SPSS, MS Excel VBA, and QlikView BI.

Selected Achievements:

• Collaborated with on-shore and offshore team to design, pilot, and implement organization's 1st Third Party Key Risk Indicator framework with 15 KRIs.
• Leadership of Risk Program to enhance Bank Executive Reporting Strategy, providing exposure analysis of Third Party relationships as part of this process, defining bank's Critical Third Parties and enhancing Risk Assessment and Ongoing Monitoring for Critical Third Parties.
• Collaborating with cross-functional team of onshore and offshore professionals in development of Archer GRC and QlikView business case, business strategy, and functional specification to operationalize data capture and trend analytics for outsourcing relationships.

Independent Consultant

Provided critical business and technology support operations strategy, financial analysis forecasting, treasury finance transformation, physical commodity sourcing, trading forecasting, and risk management services to client firms in a range of industries. Control and administration of project budgets, up to 12M.

Selected End-Client Achievements:

Program Manager,

• Spent 18 months in the Finance Risk Program Office, with management of 7M budget and globally dispersed team of 20 from Treasury, P2P GL Shared Services, Credit Risk, Fiduciary Services, Third Party Risk, and Merchant Operations, with leadership of 2 major initiatives:
• Managed team of off-shore and on-shore contractors / risk consultants in design, build, and deployment of organization's Third Party Governance: Portfolio Concentration framework for over 100M in Third Party spend, Risk Appetite, Performance Risk Scoring Quant Model.
• Initiated multi-country effort in partnership with Global Head of Strategic Sourcing to define Key Risk and Performance Indicators with Risk Adjusted Thresholds, and define SLA library to ensure contracted SLA consistency across lines of business.
• Led team of finance and risk analysts in partnership with regional CFOs and Finance Risk Operations Leadership as partners to drive implementation of: 1 Rolling budget forecast framework with time series financial models, aggregated KRIs, KPIs, and operational metrics for Financial Risk Operations FRO Global Reporting to enable global bank leadership to fully understand and control risk and control variances at 4 global shared service centers. 2 Operational Roles Charters for internal customers encompassing: Liquidity Coverage Ratio LCR Model Validation, Risk Control Initiatives, ICAAP Model Maintenance, Infrastructure Planning, Service Delivery Model, and Operational Snap Shot Reporting.

Program Manager,

• in as Chief of Staff on contract basis to: 1 Salvage and provide strategic and tactical leadership of Finance and Supply Chain shared services deployment initiative with 50M transactions portfolio, and 2 Develop and build-out an Enterprise Risk Management ERM team. Financial services portfolio included Treasury, Planning / Budgeting, A/P, Payroll, and Financial Reporting. Supply Chain portfolio encompassed Procurement, Warehouse, and Logistics. Managed internal staff of 10, with-day-to-day oversight of 2 consulting firms with 12 total consultants. Co-Chaired Shared Services Leadership Council.
• Achieved reduction of back office expenditures to less than 2 of annual expenditures.
• Conducted industry government sector benchmark analysis of Financial Operations and per-transaction costs.
• CAPEX and OPEX reporting.
• Collaborated with agency heads and team of analysis to negotiate, develop, quantify, and implement service level agreements SLAs , and KPI executive dashboards for internal service adequacy.
• Achieved consolidation of payroll systems from 6 to 2.
• Instituted the state's first Enterprise Risk Management and Data Governance programs.
• Reduced annual procurement, inventory, and transportation expenditures by 12 through concurrent strategic initiatives: critical commodity sourcing and supplier rationalization, implementation of vendor, commodity, cost center statistical spend cubes, transition from transactional purchasing to blanket contracts, and consolidation of buying groups under Chief Buyer.
• Reduced legacy technology annual support expenditures 15 through retirement of 40 legacy applications and related infrastructure.
• Replaced legacy technology infrastructure with Oracle E-Business Financials Supply Chain e.g., General Ledger, Sub Ledger Accounting, Cash / Treasury with SWIFT, Enterprise Assets, Accounts Payable, Trading Community Architecture, Accounts Receivable, Accounts Payable, Stellent Document Management, Purchase Order, iSupplier, iProcurement, iExpense, and HR / Payroll , EDI X12, Informatica, and Hyperion Public Sector Planning Budgeting with Essbase.
• Confidential Brought in to manage the day-to-day deliverables of 1 FP A Consultant, 1 Business Analyst, and offshore development team of 2, as part of telecom revenue optimization initiative. Accountable for delivery of budget, project delivery, completion timeframes, and workflow design.
• Through collaboration with senior management from Finance, Marketing Analytics, Revenue Operations, and Supply Chain Operations, successfully designed, piloted, and implemented international wholesale voice monetization revenue strategy.
• Led revenue forecasting bill-to-cash optimization with data mining strategy for 40 internal and third party finance, supply chain, and logistics systems with Oracle EBS, Hyperion, PeopleSoft, and Informatica.
• Confidential Brought in by Atlanta City Auditor to lead fast paced complex, post-implementation integrated finance and performance review of utilities billing software and monthly 23M receivables portfolio. Control and administration of 250K budget, 2 auditors, 1 financial analyst, and 1 data / Six Sigma SME. Provided expert testimony and analysis to Mayor, Legislative Council, and Department of Watershed Management in support of wastewater treatment infrastructure federal consent decree cost recovery strategy with 50M portfolio of rate riders, automatic adjustments, and current revenue financing.
• Facilitated recovery of 2M revenue leakage, resulting from damaged malfunctioning equipment, metering billing processes, meter interface units, and mobile data collectors.
• Used SQL, SPSS, and Excel statistical methods to data mine, analyze, and model rating and revenue anomalies and trend predictors from historical transactions.
• Confidential Delivered Treasury / Operations Finance and Supply Chain restructuring consulting solutions across industries. Control and administration of project budgets, from 200K to 2M and teams of 2 to 10 FTE.
• Confidential Led interdisciplinary consulting team of 6 including 2 managers and 4 senior associates in development of client's portfolio liquidity metrics and reporting strategy deployment with loss forecast models, interest rate risk analysis, balance sheet to G/L segmentation, and data acquisition from 125 disparate systems, including: loan transfer pricing, transaction, capital planning, and accounting systems. Partnered with client staff from Balance Sheet Management, Corporate Treasury, and lines of business. Helped client develop economic models to evaluate impact of regulatory reforms on balance sheet management. Achieved improved cash positioning and forecast accuracy for 200M portfolio.
• Confidential Managed 4-person team, charged with supply chain forensics review and restructuring plan. Collaborated with client's staff in 5 countries to assess critical vendor reclamation claims, evaluate asset disposals transfers, and integrate sourcing logistics organizations.
• Through negotiation with critical vendors, increased Days Payable Outstanding from 20 to 45 days.
• Efforts enabled client to emerge from bankruptcy 5 months earlier than planned.

Program Manager

Confidential Oversight of team of 4 senior consultants. PMO oversight of Functional Specifications and Change Management Strategy for of 3rd party Oracle R11i documentation, configuration, go-live/rollout, testing, and training of G/L, A/P, A/R, Treasury, PO, iSupplier, iProcurement, ERS, and EDI. Managed offshore vendor.

• Treasury Planning Analytics for 300B bank. Provided consultation to bank leadership on strategy and deployment of Treasury Information Office, initially with 6 staffers. Collaborated with bank leadership to develop personnel profiles, workflow design, deploy funding systems, ALM Asset Liability Management reporting processes, and ALM benchmarking analytics.
• Reviewed Treasury Sarbanes Oxley 404 and Regulatory test work for clients across various industries, including healthcare, banking, insurance, and aviation industries.

Confidential Independent Management Consultant travelled to client sites. Provided critical business and technology support operations strategy, financial analysis forecasting, treasury finance transformation, physical commodity sourcing, trading forecasting, and risk management services to client firms in a range of industries. Control and administration of project budgets, up to 12M.

Selected Client Achievements:

Program Manager

• On behalf of CFO office, brought into turn around a distressed project to develop and implement a Financial Capability Strategy Office following the merger of 2 global insurance organizations.
• Led financial systems and reporting integration for captives and subsidiaries at a Global level. Successfully delivered the first set of integrated reporting solutions within 3 months of merger.
• Delivered a single statutory reporting solution across both legacy organizations and offshore subsidiaries.
• Confidential Brought on as interim manager for Treasury Shared Services organization for 90 days. Directed cross-functional staff of 8 from AP, IT, and Corporate in North America and Central America. Day-to-day management of Hyperion Essbase Planning and PeopleSoft Treasury 8.8.
• Acted as liaison with departmental managers in A/P, A/R, and Payroll to determine reasons for variance to plan. Reduced cash forecast to actual variance from 50 to 15 from US, Canadian, and Latin American operations.
• Point person for internal and external auditors including SOX treasury compliance.

Senior Project Manager

• Brought in as supplemental consulting resource to CapGemini to facilitate delivery of 2 high profile projects: 1 Post-merger financial integration Treasury Services, Chart of Account and 2 Outsourcing Rationalization.
• Led consulting team and work streams in collaboration with client executives, executed post-merger PeopleSoft Chart of Account Design Mapping, Financial Data Structure, G/L Consolidation, and Treasury Services integration and standardization banking, insurance, currency management, and funding for two 3B freight transportation and logistics carriers, subsidiaries, and captives.
• Developed rolling forecast models for working capital needs and investment of excess cash.
• Drove integration of Treasury technology systems PeopleSoft and SunGard .
• Helped global business units attain an average of 10 decrease in procurement funding through vendor and commodity rationalization.
• Executed Revenue Cycle claims scrubbing as part of hospital's post-acquisition review of multi-specialty group practice and decision to continue outsourcing or consolidate specialty billing into shared services.
• Identified 2M in underpayments over 2 years and 45 billing rules engine errors affecting hospital's A/R Days Sales Outstanding DSO .
• Developed Excel-based vendor risk assessment tool.
• Confidential Sub-contractor to E Y: Internal Audit Co-Sourcing
• Sarbanes Oxley 404 readiness assessment at 30B bank, executed Financial Reporting test of design and test of operating effectiveness reviews for PeopleSoft Treasury, A/P, and G/L and End User Computing Liquidity and Funding Net Interest Income and Economic Value of Equity .
• Confidential Contractor / Project Manager on team of Internal Consultants, led fast-paced Claims Scrubbing and Editing work stream as part of Claims Accuracy and Payment Turnaround project with workflow design, data mining discovery, statistical analysis, and econometric models. Managed cross-functional team of 3 highly technical individuals
• Confidential Brought into to oversee 1 Post-transaction rebuild of shared finance systems support infrastructure and 2 divestment of G/L, Treasury, and A/P legal entities from US, Canada, and Mexico.
• Successfully implemented new vendor service delivery program with risk assessment framework and cost reallocation framework for 10 business units, reducing OPEX by 15 .
• Collaborated with division CFOs to implement organization's first liquidity and funding analytics and purchase-to-pay performance scorecards.
• Oversaw the Oracle 11i Financials A/P, A/R, G/L, A/M implementation program.