Brad Schlageter Email and Phone Number
With extensive experience as a Technology and Finance leader, I have honed a diverse skill set that encompasses IT project management, shared services, process design, budgeting, forecasting, systems integration, and configuration. My expertise includes leading large-scale ERP implementations, optimizing PMO processes, managing expansive project portfolios, and directing large, diverse project teams. I am adept at leveraging exemplary leadership, organizational, technical, and communication skills to drive technology initiatives and bolster business performance.Throughout my career, I have achieved notable successes that underscore my capability to deliver impactful results. At Welltower, I led a critical ERP implementation program that involved over 100 internal and external resources, completing the transformational initiative on-time and on-budget. I established a Project Management Office (PMO) and championed an Agile project management methodology, significantly enhancing how the organization identifies, prioritizes, and resources technology projects. Additionally, at Accenture, I was instrumental in designing and implementing financial shared service centers that led to substantial annual cost savings and operational efficiencies for clients.I am driven by the ambition to harness my extensive experience in technology and finance to create value for organizations. Whether through strategic advisement, fostering a culture of innovation, or driving transformative projects, my goal is to optimize business performance and nurture high-performing teams. Let's connect and explore how we can collaborate to elevate your organization's operations and achieve new heights of success.
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Chief Information OfficerEvergreen ManagementToledo, Oh, Us
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Vice President Project Management And Enterprise ApplicationsWelltower™ Inc. (Nyse:Well) 2022 - PresentUnited States, Us• Led a team of project managers and ERP system analysts to support the organization’s technology project needs and support everyday functionality of the core ERP environment.• Evaluation and selection of new ERP software and evaluation and selection of consulting resources to assist in the implementation.• Led a large ERP implementation program with multiple modules and more than a hundred internal and external resources.• Completed the transformational program on-time and on-budget.• Managed a portfolio of value-added technology projects to support the strategic needs of the organization.• Created processes to identity, assess and approve new project opportunities with the support of department leads and senior leadership.• Developed processes and standards for status reporting on the portfolio of technology projects and enhancements.• Established relationships with department leads to plan and support the technology needs of their organizations. -
Director Information ManagementWelltower™ Inc. (Nyse:Well) 2013 - 2022United States, Us• Implementation lead for numerous high impact technology projects including a CRM system to manage the investment pipeline, a property inspection application, an online portal for operating partners to submit required documents, a new corporate website, and a mobile and web-based application that integrated performance data and reports from numerous systems for senior leadership.• Project manager for enhancements to in-house applications as well as process redesign and analytical initiatives. • Managed internal IT applications and infrastructure teams or outside vendors as needed to meet project needs. • Established roadmap processes to prioritize short and long-term project initiatives based on level of effort and benefit to the business. • Established a Project Management Office (PMO) to identify, prioritize and resource enterprise level technology needs. • Defined and championed a project management methodology including an agile approach for internal software development teams.• Responsible for the enterprise environment including all configuration, users and vendor support needs for multiple SaaS systems.
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Senior Manager - MeasurementAccretive Health 2012 - 2013Murray, Utah, Us• Responsible for data integrity of contract modeling database used to model expected patient revenue based on insurance contracts.• Led the monthly analysis of financial results attributed to revenue cycle operations at client sites.• Responsible for presenting gainshare financial results to client Chief Financial Officers and internal leadership.• Responsible for reporting and analysis projects to better understand operations and drivers of financial results. -
ManagerAccenture 2006 - 2012Dublin 2, Ie• Led accounting workshops to document accounting processes, discuss best practices, and explore shared services opportunities. • Recommended future state operating model for accounting functions to optimize cost structure and standardize processes. • Served as Shared Services Finance Lead responsible for operating model and process design as part of multi-functional ERP and Shared Services Transformation program; massive program was designed to realize hundreds of millions of dollars in cost savings and ensure compliance with changing healthcare laws for 75 acute care hospitals and more than 600 healthcare facilities. • Implemented a first of its kind state government Financial Shared Service Center to help the state realize recurring annual cost savings of over $1 million dollars across numerous agencies’ back-office transactional processes. • Developed a comprehensive Finance Activity List and Roles and Responsibilities Matrix which outlined more than 700 standard finance activities and documented the entity responsible for execution. • Implemented a greenfield Financial Shared Service Center that allowed the client to save $7 Million dollars annually. • Identified process and organizational changes that had the potential to save the client $400,000 dollars annually. • Provided guidance to initiate a Service Management Framework to measure and report on performance -
Finance Manager International Emerging MarketsCardinal Health 2001 - 2006Dublin, Oh, Us• Managed day to day financial activities for International Emerging Markets Division of Cardinal Health. • Coordinated budgeting and forecasting cycles. • Created and managed financial modeling tools for key business proposals. • Worked with sales and marketing team to analyze customer pricing and mitigate margin pressures from rising raw materials costs. •Presented financial results and other highlights and concerns to management and team at month end meetings. • Fulfilled monthly close responsibilities through completion of financial performance reports and manual journal entries. • Secured funding for major capital projects by communicating important financial information to key decision makers. • Constructed regional forecasting tool for sales personnel to accurately forecast quarterly and yearly performance relative to quotas. • Developed total Europe centralized financial reporting by creating reports based on data extractions from new European ERP system. • Consolidated and transmitted month-end financial results back to U.S. parent company.
Brad Schlageter Education Details
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Quinlan School Of Business, Loyola University ChicagoGeneral Business -
Miami UniversityFinance
Frequently Asked Questions about Brad Schlageter
What company does Brad Schlageter work for?
Brad Schlageter works for Evergreen Management
What is Brad Schlageter's role at the current company?
Brad Schlageter's current role is Chief Information Officer.
What schools did Brad Schlageter attend?
Brad Schlageter attended Quinlan School Of Business, Loyola University Chicago, Miami University.
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