Bill Clarkin Email & Phone Number

Chicago, Il, Us

London, Gb

New York, Ny, Us

Thought and sales leader charged with building a Banking and FS practice to support Inorganic Growth Strategy, M&A Integration, Strategic Growth and Cost Management, and Data-driven Analytics.• Developed numerous banking opportunities in the cost efficiency, including several cost takeout programs that have less than 1-year paybacks, creating up to $300MM in saves. • Sold $10MM SalesForce efficiency solution yielding $40MM annually; creating a new platform for data-driven growth.• Built Banking M&A practice including numerous accelerators, standard capabilities and deliverables, and a repeatable sales approach. Full-suite of capabilities from inorganic growth through integration.• Created data-driven platform for strategic growth and cost efficiency, using anonymized and aggregated data to provide external proprietary benchmarks. Constructed a 12-lever model in the platform. • Executing both Inside-Out and Outside-In analytic models to drive efficiency and pathway to broader solutions.• Developed new data & analytics tools to support Banking and FS, including a new solution around data diligence to support the M&A diligence life cycle, a data cost takeout solution, and banking data strategy.• Managed a pipeline that varied from $5MM - $20MM in opportunity with a broad range of names from top tier banks, regional banks, community banks, and FinTechs. Generated $7MM in sales over 18 months.• Thought leader in Commercial Banking, Payments, M&A Integration, and Data & Analytics; multiple publications.

Milwaukee, Wisconsin, Us

• Produced analytical insights driving revenue, cost, and strategic opportunities generating $120MM revenue opportunities. Analytics include product penetration / lead lists, external and internal benchmarking, acquisition (reduced acquisition leakage by 4%) and attrition models (70% predictive) • Built a data science team that develops dashboards, predictive analytics, machine learning solutions, and natural-language processing outputs generating profitability for the direct and partner merchants acquirers• Partnered with several banks to drive merchant processing results in excess of 10% of the North American market. Managed data acquisition and infrastructure projects to improve data capabilities and insights• Facilitate across business units the implementation of data governance and a data-centric culture to drive no/low code solutions into end-user hands

Toronto, On, Ca

• Managed full-life cycle responsibility of identification, due diligence, and acquisition integration of banking and FinTech targets, resulting in excess of 40 deals analyzed while executing 4 due diligence efforts• Defined acquisition strategy, driven by a highly data-driven set of metrics and targets. Facilitated agreement among top leaders to codify the strategy• Develop standard templates and analyses reducing our initial analysis of a target from 1 week to several hours. Enhanced due diligence process, automating the data consumption and analysis, including building an NLP-service for contract review. Created full integration tool set • Developed an enterprise-wide set of best practices including phased integration, standalone cash cutover, TSA governance, and multiple employee cutovers to support the bank’s maturing acquisition capability

Toronto, On, Ca

• Directing over $500MM (annually) in revenue enhancements and productivity improvements through a variety of organization-wide efforts, driven as the CEO’s top priority• Driving revenue enhancements in North American Commercial, Capital Markets, and Retail that include $50MM Share of Wallet improvements and $75MM in portfolio pricing improvements• Re-designing processes in lending, risk, procurement, AML, legal, technology, and operations to simplify client experience, improve productivity, and eliminate redundancies. Automate through robotics, drive contract consolidation and negotiation, and rationalize IT infrastructure platforms

Toronto, On, Ca

• Led overall integration of $9B asset commercial acquisition of GE Transportation Finance. Manage 14 cross-functional work-streams (comprising ~400 resources), executive steering committees, and core integration team• Drove several technology conversions of the acquired organization to BMO systems and infrastructure. Effectively challenged technology leadership on the delivery, scope and functionality. Administered change control and change management • Executed sub-90 day deal close, including Legal Day 1(LD1) preparation, legal re-branding, 600 person HR cutover, and integration scoping• Governed transition services agreement (TSA) for on-going execution by seller, including re-negotiating of terms, extension of agreement, and early exit (resulting in budget savings for the organization)• Manage $190MM integration budget and associated program plan and efforts• Facilitated the establishment of cross-sell initiatives and partnering of acquired organization across other areas of BMO. Developing strategic opportunities to leverage platforms and capabilities in other areas of the business• Leveraged playbook and lessons from prior integrations to speed delivery of LD1 and integration activities. Developed a wide array of new best practices including phased integration, standalone cash cutover, TSA governance, and multiple employee cutovers

Chicago, Illinois, Us

Treasury Management Payments and Disbursements Product Leader• Responsible for managing P&L of 25 payment and disbursement products supporting Capital Markets, Commercial Banking, Private Bank, and Retail Banking.• Lead international product team managing development, marketing, and sales of products. Create sales proposals, serve as subject matter expert, and position solutions against competition.• Develop and deliver 3-year strategic product roadmap for product transformation and market execution.

Chicago, Illinois, Us

Acquisition Integration (2011 – 2013)• Led integration management for Commercial Banking, Treasury Management, Marketing & Brand, and Customer Experience including management of over 75 integration resources through these workstreams • Directed planning, development, program management, change management, risk mitigation, and execution of legal day 1 activities, interim conversion activities, and big-bang conversion• Managed budget of $160MM; tracking, re-forecasting, and negotiation of line items as change developedSales Management, Commercial Banking (2010 – 2011) • Completed strategy, managing execution of business portfolio re-alignment in excess of $500MM in revenue ($1B in outstandings) from Capital Markets to Commercial Banking. Led job alignment, segment structure, overall commercial strategy, and client transition• Developed revenue generating opportunity on vendor partnerships, resulting in over $5MM in revenue• Identified several cross-LOB partnerships with Private Banking, Institutional Investments, and Capital Markets, leading to $10MM cross-sell revenue and increased share of wallet• Initiated a variety of sales management tools including standardized pitchbooks, relationship reporting, client feedback forums, sales segment deep dives, and “big thinker” client eventsUS Head of Strategic Implementation, Office of Strategic Management (2008 – 2010)• Implemented new incentive systems for retail, commercial banking, and investment services with individual accountability, direct tie to revenue achievement, and individual scorecard reporting• Created client experience methodology and implementation for entire 5500 employee base. Managed development of material, 2-month rollout, and executive leadership• Strengthened vertical market segment strategy for Healthcare, Business Services, and Membership Organizations resulting, in $10MM in incremental revenue production

New York, Ny, Us

• Launched Jackson LaSalle Group (JLG) as one of the founding team members. Over 2 years, JLG grew into a 20-person company, while tripling revenues. Advanced from manager to principal• Created 3-year roadmap and future state operating model for a leading payments processor. Evaluated/ recommended strategies in payments, treasury, and international finance, delivering market sizing, competitive positioning, and market trends• Developed proprietary segmentation methodology supported by rigorous statistical analyses. Improved targeting approach rates 5 fold• Analyzed retail banking and brokerage go-to-market vertical strategy, recommending $180mm opportunity-$50mm to be implemented during the next three years, resulting in a 20% revenue increase• Assessed strategy and implemented plan for underserved banking customers. Market target segmentation provided five-step action plan. Resulting in $130mm annually or increase of 20% on existing revenue• Recommended sales management re-organization. Coverage model increased sales force effectiveness. Business group revenue rose nearly 100% over the next two years• Developed proprietary small business and middle market banking product propensity, wallet model, and lead generation software• Identified methodology and system for Process Transformation, Process Re-engineering, and Business Requirements at a top 5 US Insurer• Designed a $70mm cost reduction effort for major US Bank, including process improvements, functional consolidation, and technology improvements. Achieved needed results on an accelerated timeline

Seattle, Washington, Us

• Created vision and long-term business strategy for banking client, interfacing with President and Operations, Marketing, Finance, and Technology Vice Presidents to determine competitive business model • Led several successful business development efforts, resulting in revenue in excess of $4MM. Business development rated my portfolio the best, exceeding $10MM• Established business strategy, analysis, and requirements gathering consulting practice, including estimation, planning, and deliverables. Managed international roll-out of organization• Lead program manager for development of new mortgage origination system with a team in excess of 45; project budget was in excess of $2.5MM

Us

• Directed Heller Financial IT integration with GE Capital. Managed six separate business group transition teams for requirements and data needs. Administered $2MM budget• Managed financial application team of 5 to 12 individuals, interfacing with approximately 100 users. Supported budgeting, general ledger, accounts payable, and payroll. Interfaced with senior management, and pioneering personnel and process changes used throughout IT

London, Gb

• Attained Financial Services Industry knowledge in Treasury, Account and Asset Management, Capital Markets, Property and Casualty Insurance, Life Insurance, and Banking, and acquisition integration

Mba, Business Administration, Finance, Strategy, Economics, Entrepreneurship

Bs, Business