Ben Friedman Email & Phone Number

Implement new benefits for banking clients and manage fee rules engine that determines whether to charge clients for cash management services. Define user stories and help shape the UX for a unified solution. Product framing decks, requirements (epics/user stories/acceptance criteria), and technical features. Facilitate vendor discussions for enrolling clients in their benefits and setting up SSO. Lead project execution.

New York City Metropolitan Area

Manage a global client and profitability team of 15 staff responsible for Client and Product Profitability reporting for a business with over $12 billion in annual revenue.The application integrates revenue data from multiple sources, applies complex expense allocation rules, and provides detailed client and product profitability metrics systematically. Partnered with the Firm's CFO to establish the vision of the application to provide client and product profitability reporting. Responsible for all program communications to c suite and LoB heads. Published KPIs tracking product adoption.Product owner/leader responsible for strategy, roadmap, scope, feature selection, planning/backlog, delivery, and testing of the profitability application. Oversee workstream leads and write user stories, define data structures, transformation rules, and dashboards to meet stakeholder needs. Partner with cross-functional internal customers to ensure product strategies are aligned and harmonized across the program. Broke broad, complex requirements into manageable epics and features. Design and manage the implementation of dashboards and reports for multiple stakeholders using a variety of tools and some statistical analysis.

* Created and managed Business Intelligence Revenue/Aged Receivable system (C-IT) to assist Corporate Trust business in generating $10 million in annual revenue from improved pricing strategies and over $12 million due to reduced aged receivables* Managed virtual team of IT developers, project managers, and finance controllers to design, develop, and implement C-IT* Integrate and transform raw data to graphically display information in easy-to-use user interfaces with drill down capabilities* Recognized by peers for creating unique data blending process combining multiple sources of information making C-IT a trusted source* Develop financial models using statistical calculations of IQR to identify cash balance outliers* Provide business analysis and configuration recommendations prior to and during implementation* Deliver formal hands-on system training to 500+ front office end users* Respond to user inquiries regarding data integrity, system functionality, and general questions* Provide strategic planning and vision throughout development life cycle

New York City Metropolitan Area

* Assisted IBM with the implementation of the enterprise-wide Finance Data Mgmt platform* Analyzed and documented business requirements and design specifications to meet needs of CFOs* Assessed current revenue analytic process, prepared user stories, and designed new optimal data model* Designed dashboards to provide at-a-glance views of KPIs relevant to business segments and products

Supported the CIO, Product CFOs, and CAOs with monthly financial analysis and commentary on the costs associated with CT's 200 applications* Interfaced with business heads and finance staff to better understand allocation methodologies* Developed allocations model in MS Access to allocate over $100M of technology expenses to products* Produced monthly packages on the cost to carry technology within Corporate Trust which resulted in identifying $10M of savings by retiring 43 applications

New York City Metropolitan Area

* Managed allocations and costing team responsible for allocating Asset Servicing operations costs ($700M)* Defined allocation rules and identified appropriate activity drivers by conducting interviews with cost center managers* Responsible for financial management and commentary on operations costs ($1.5Bn),including monthly forecasting, budgeting and variance analysis* Prepared and distributed the monthly financial review pack for operations allocations* Designed and built a revenue accruals model importing billing feeds and running algorithmscreating client level accruals with built in intelligence to differentiate between billing cycles* Created model to budget annual client revenue, calculating run rates using complex business rules to capture true business growth trends (annual revenues over $400M)

Master Of Business Administration - Mba

Information Technology