Bruce E. Phillips Email & Phone Number

Oakland, Ca

Leading a team of in-house Human Resources Technology professionals, outside legal counsel and external vendors working on key benefits strategic initiatives as they relate to defined benefit pension plan administration, post-retirement medical and other benefits administration, plan eligibility-determination and systems integration, development and deployment. Extensive knowledge and application of ERISA-related EPCRS proceedings and PBGC allowances along with IRS VCP application procedures and plan design resolutions.

Currently working on a very cool, but confidential, project.

Provided professional Excel expertise consulting services, spreadsheet auditing and re-mastering, and speaking engagements on Intelligent Spreadsheet Design concepts.Author/Founder of: www.IntelligentSpreadsheetDesign.com

Managed business process improvements and change management issues during a mulit-phase international rollout of various PeopleSoft HCM modules.

Served in various finance positions including Manager of Budgeting and Financial Planning (managed a $500M expense and capital budget spanning seven currencies internationally), Project Manager for Finance (managed a multi-phase, multicurrency finance system conversion project), Senior Financial Analyst (managed various financial activities and am most proud of normalizing the firm's equipment leasing contract portfolio).

Ba, Theater Organization And Management

Mba, International Business And Finance