Barbara Thomas, Cpa, Pmp Email & Phone Number

Chisago City, MN, US

Provide client consulting services for front and middle office management, including systems and processes. Specialize in client reporting, project management, business analysis, data management, and implementation.

• Responsible for the professional services program, including researching current trends.
• Developed the business plan, obtained approval and financing, and implemented Workday PSA.
• Maintained financials, ensured invoicing and revenue recognition accuracy, compiled management reporting, created financial projections, and prepared sales incentives.
• Created and managed KPIs and KRIs in PowerBI. Managed contractor relationships.
• Obtained Denison cultural certifications. Directed and lead a program to improve culture.
• Provided Vermilion expertise internally and externally to clients and prospects.Note: Also held this position from 5/2021-02/2022

• Managed professional services consultants. Fostered open communication and developed a collaborative culture within and between business units, including product and sales.
• Developed an infrastructure and processes to streamline the implementation process.
• Provided support for sales. Assisted with RFPs, presented POCs, and wrote SOWs.
• Managed capacity planning and revenue projections. Responsible for sales targets.
• Served as an escalation point for client and internal issues.
• Focused on building an inclusive culture, utilizing Denison results. Mentored team. Provided stretch goals.Note: Also held this position from 11/2017-12/2018

Provided Vermilion reporting implementation consulting services for asset and investment management clients. Included strategic, project management, business analysis, data, training, and technology services.

Provided implementation consulting services for clients. Included strategic, project management, business analysis, data management, and technology services.

Minneapolis, Minnesota

• Managed team responsible for front and middle office’s systems and processes. Acted as primary liaison to the technology department. Spoke at industry conferences.
• Analyzed current processes to proactively identify and address deficiencies; elicited and documented business requirements and specifications; created design documents; structured tables; developed use cases, test.
• Managed external vendor relationships and facilitated upgrades and enhancements.
• Created risk and performance indicators. Worked extensively in SQL. Scrubbed and mined data.
• Defined and documented data management needs. Created structure to monitor data quality.

Provided strategic, financial, operational and technical consulting services. Performed accounting, audit, finance and tax preparation services for individuals and entities.

Edina, MN

• Assembled, developed and managed team responsible for audit procedures, training, audit design, performance management, reporting, and coordination of BCP, SOX and SAS70 audits.
• Developed and implemented an on-boarding program for staff; expanded work-force globally.
• Partnered with IT and business to develop and implement strategic changes.
• Created an auditor performance management program, including standards and documentation, on-going evaluations, training support, and monitoring. Increased auditor performance by 24%.
• Developed and maintained capacity and work-force management plans.

Minneapolis, MN

• Created business, financial, marketing and strategic plans for expansion in Minnesota and Connecticut. Presented plans to executives in Delaware. Obtained approval and implemented plans.
• Created and implemented an infrastructure to support expansion, included reporting, metrics, training, risk management, compliance and monitoring. Created KRIs and KPIs.
• Responsible for accurate financial reports for division. Identified, analyzed and resolved financial reporting issues. Developed budgets, models, reports, and performance metrics.
• Partnered with IT to design and develop an application to process and track high volume payments, instituted proper controls and decreased processing time by 75%.
• Designed and developed production databases in Access. Mined data.

Minneapolis, MN

• Managed staff providing compliance, risk, operations, project, technology and finance support.
• Developed and implemented a comprehensive compliance and operational risk program, which included policies, processes, procedures, training, risk indicators and monitoring.
• Assisted in budgeting, forecasting, financial and strategic planning. Created custom reports.
• Lead process improvement/re-engineering efforts, using Six Sigma and other quality tools. Performed process reviews, analyzed gaps, completed root cause analysis, created process flows, identified areas for additional.
• Facilitated internal and external audits, including the OCC and SEC.
• Created optimal solutions by partnering with Risk Management, Finance, Legal, Tax, Operations, Technology and other internal and external groups.

Minneapolis, MN

• Developed and implemented a comprehensive tax and unclaimed property program for division, created policies, processes, procedures and training.
• Worked with internal/external tax and legal departments to interpret difficult regulatory issues. Provided recommendations to senior management for compliance and operational efficiency.
• Performed audits/process reviews, analyzed gaps, completed root cause analysis, created process flows, and identified areas for additional controls and operational efficiencies.
• Created key risk and performance indicators for division. Mined data.

Greater Minneapolis-St. Paul Area

• Managed tax, unclaimed property, OFAC, SEC reporting and other compliance and regulatory items. Provided subject matter expertise.
• Developed and implemented a compliance program, including policies, procedures, training, indicators and monitoring. Facilitated internal and external audits.
• Performed process reviews, analyzed gaps, completed root cause analysis, created process flows, identified areas for additional controls and operational efficiencies, and implemented solutions.
• Provided divisional training, procedures, processes and on-going support for administrators, managers and staff to ensure compliance. Partnered with Legal to interpret regulatory issues.

Greater Minneapolis-St. Paul Area

Provided technical, sales, marketing and compliance support for annuity, life and credit life sales; balanced National Bank accounts; and wired sales. Earned Life and Health Insurance license.

Processed health insurance claims; audited claims for coding and payment accuracy; created reference manual for specialized claims. Developed and implemented process to transfer claims electronically; decreased turn-around time by 80% for pended claims.

Processed life and health insurance claims; earned FLMI, HIA and ACS designations. Negotiated subrogation legal settlements; increased recoveries by 25%.

Master Of Business Administration - Mba, Business Administration And Management, General

Ba, Economics And Business Administration

Education record