Brian Amara Email & Phone Number

United States

Kansas City, Missouri, United States

United States

Charlotte, North Carolina

• Lead cross-functional team in development of next generation services oriented architecture data management capabilities• Developed foundational framework for the services oriented architecture, data architecture, change management, and user adoption• Created operating model that is inclusive of data governance, stewardship and quality to support the developed architecture• Developed a program that integrated a multitude of projects associated with the program and seamlessly incorporated their requirements• Leader within the PMO practice for developing, testing and implementing new tools throughout our client engagements• Program leader for implementation for Master Reference Data and Micro-strategy program cross-cutting various lines of business

•Lead strategic delivery and implementation of business solutions for fortune 100 companies•Managed team responsible for implementation of Dodd-Frank rules and regulations•Development of Program Controls for the subsidiary projects to ensure consistent processing, data collection, coordination and reporting •Partnered with Delivery Managers, Business Lines & Compliance teams across the enterprise to ensure adoption of tools, consistent approach to projects and reporting •Successful implementation of 10 Dodd-Frank projects within the Business Operations Portfolio

Managed a 20 person team of a fortune 100 company charged with developing and implementing their Retirement Services five year strategyManaged a 5million dollar Retirement Plan implementation strategy for a Top 10 Life Insurance provider, project included product development, technology implementation, client testing, marketing campaign and was delivered on time and within budget Designed a new client complaint reporting system in the Pension Operations for a top 10 Retirement Services provider that resulted in streamlined internal operations and cost reduction. Designed a complaint resolution strategy that increased processing efficiency by 85% in a one-year period at a top 10 Life Insurance client Lead of firm wide Senior Consultant retention committee, dedicated to improving retention and promotion of senior consultants. Developed and implemented a first of its kind job shadowing program for Deloitte Consulting.Partnered with the nations largest mortgage lending company, with oversight of Treasury, to implement directed initiatives. The project stages include: Business Process Documentation, Design, Build, Implementation, and Project management supportAssisted in the operational separation planning and execution of a global insurance company's carve-out strategy and execution planning, including initial cost estimates. Included support the Finance organization operational separation planning for Day One schedule and stand alone accounting functions. Supported program governance, weekly updates to board of directors and PMO oversight. Lead the strategy development, operational planning and implementation of a fortune 500 insurance company's Retirement Plans division. Oversaw the strategic development and implementation of $200m Retirement Services strategy of a fortune 100 company. This included product development, resource allocation, contract negotiation and budget oversight.

Served as a thought leader in operational process excellence, data management, and customer centricity Established and delivered solutions to retirement services, asset management, and wealth management clients Produced primary and secondary research efforts for a leading financial services firm investigating opportunities for the delivery of its retirement services from manufacturer channels to end investors Developed competitive insurance industry analysis focusing on, perceptions, opportunities, threats, and timing that served as a benchmarking tool for future engagements Managed a 12 person team of analysts working with a leading banking firm in implementing their Basal II program Led a 10 person team responsible for identifying and linking commercial customer and account relationships to ensure accurate identification and aggregation of customer information, including credit exposure/collateral and offsets

Lead a team of 20+ analysts and account managers responsible for the servicing of retirement plans for a Fortune 100 company, where services are delivered through a select group of Third Party Administrators (TPAs) Partnered with agents and TPAs to address service gaps for over 165,000 participants, conserving over 2,800 plans and $5.0 billion in assets under management Overcame operational barriers and gained efficiencies by implementing process improvements in various areas including fund selection and pricing Developed and implemented strategic and tactical plans to achieve the business level vision of providing a full suite of high value products and services in the retirement industry Partnered with clients to manage and support projects that designed and implemented, client-centered creative solutions Analyzed and benchmarked clients' existing products and services for market competitiveness Partnered with the sales organization to develop strategies for TPAs and clients to increase their competitiveness through differentiation of products, processes, and services

Managed a 14 person team, which processed financial transactions for whole and variable life insurance products Coordinated budget for development, planning, analysis, and other financial initiatives related to Life Services Led a 20 person team responsible for closing a multi-million dollar expense gap Overcame internal barriers and implemented process improvements to achieve strategic business results resulting in a 30% decrease in processing errors Partnered with key stakeholders to effectively solve problems and cross organizational boundaries Developed strategic initiative using Quick Test Pro eliminating manual work for Cash Value Quotes, culminating in an 84% reduction in client turn-around-times

Lead TPA Customer Service Operation

Responsible for all equity and Foreign Exchange transactions and outstanding share data Implemented a plan that reduced intercompany accounts by $5 million dollars Developed initiative to assure proper balancing of intercompany accounts Prepared and forecasted monthly and quarterly budgets and presented to executive committee Delivered monthly financial package to senior management and generated on-demand reports for the Controller and CFO, including ROI, ROA and pro-forma analysis

Analyzed financial information detailing assets, liabilities, capital, and prepared balance sheets, profit and loss statements and other reports to summarize and interpret current/projected company financial information Performed internal audit functions and prepared financials for the SEC Compiled and analyzed financial information for general ledger accounts Assisted in the development of the company wide operations budget and five year plan, including variance, analysis and financial stability of potential clients for a Fortune 500 company Developed comprehensive financial strategies for business partners within the lines of business

Mentored and coached a squadron of 10 soldiers for both professional and personal development Conducted training programs for soldiers and evaluated their performance

Masters Of Business Administration, Finance

MBA Finance

Bachelor Of Science, Management

Education record