Charlie Thomas Email & Phone Number

San Francisco, California, Us

After 3 years in startup life, I am taking some time to travel, relax, reconnect with friends and family. Outside of leisure and personal well being, I am primarily focused on professional development in areas I have not had the pleasure to grow in yet as well as exploring and working on personal passion projects.

San Francisco, California, Us

• Led teams of 3-5 engineers through 3-6 month application-wide projects by collaborating on scope and design, removing roadblocks, and delegating key tasks• Architected and led development of a new enterprise feature allowing customers to flexibly configure automated compliance workflows; smoothly migrated from legacy feature flags and disparate settings to a unified set of models and abstractions• Improved test suite performance and reliability, resulting in a 60% faster runtime, elimination of flaky tests, better readability of results, and training on best practices• Built an interactive network graph to visualize connections in a customer’s systems inventory after participating in user experience reviews with key customers• Configured Sidekiq as a parallel job runner in AWS, enabling the team to migrate from Delayed Job for high volume queues • Invited to attend leadership offsite and successfully advocated for resources to work on ‘big bets’ and engineer participation in product discussions with customers

San Francisco, California, Us

• Contributed, as the first full-time employee, to all aspects of product development, growing the engineering organization, and designing key internal processes• Launched an employee-driven lunch-and-learn program to promote a mutual-growth mindset and a culture of continuous learning• Collaborated across departments throughout the development lifecycle of dozens of major feature releases, internal tooling builds, and integrations with 3rd party APIs • Led the design, development and on-time launch of our first major product release - a systems inventory product cataloging the location and types of personal data stored across our customers’ technical ecosystem

New York, New York, Us

I led a team tasked with the governance and monitoring of Citi's Global SOX 404 compliance. I was responsible for setting the annual scope & requirements, managing the identification and documentation of prominent ICFR, and the on-going monitoring of issues and deficiencies. Our work supported management's annual attestation requirements over the effectiveness of financial reporting control. ~ Established and enforced global SOX requirements, with supporting guidelines and training~ Managed a global team of 15 to identify and document SOX processes, disclosures, and entity level controls~ Redesigned documentation requirements, eliminating duplicate efforts for +150 process~ Automated annual scoping efforts, reducing 6 weeks of manual spreadsheet work to a few hours~ Centralized monitoring efforts to introduce robust & regular reporting to the Citi Controller~ Developed comprehensive strategic plans to mitigate emerging compliance risks; End-User Computing, 3rd Party Vendors, information provided by entity (IPE)~ Implemented strategies to improve operational effectiveness and global collaboration~ Acted as a primary liaison with KPMG partners on the Citi engagement~ Managed associates, analysts, and interns from internal rotational programs

New York, New York, Us

As part of a team tasked with governing global control initiatives, I served as a specialist with expertise in risk and internal control training, as well as the development and review of corporate policy and guidelines. My skills were often applied to ad hoc projects involving process evaluation, control design, and issue or deficiency reviews.~ Led Citi's SOX 'Tier 2' program, managing procedures for accounts ranging $10 - 50B USD~ Organized department level strategy sessions to track and improve resource management~ Designed a more controlled cash advance process for Citi Aviation - Executive Services~ Coordinated process mapping efforts for more than 1,700 processes in Citi Finance~ Rewrote Citi's Internal Control Guidelines, now referenced in 20+ corporate policies~ Tested key control assertions to ensure compliance with the COSO 2013 Framework~ Delivered risk and control classroom training to over 1,200 employees, and relaunched a self-paced course completed by over 100,000 employees globally - Trained employees in the US, Asia (India, Singapore, Philippines), Europe (London, Budapest), and Latam (Brazil, Mexico, Costa Rica)

New York, New York, Us

As a member of a team of 3 learning experts, we were responsible for the learning and development needs of +8,000 Finance, Legal and HR employees globally. Our directive, fully achieved prior to my departure, was to develop competency-based curricula and to ensure ease-of-access to formal training and on-the-job learning. ~ Partnered with Citi CFO to create behavioral competency maps for Citi Finance ~ Created best practices for mandatory training that lead to the creation of Citi's Global Training Initiative procedures~ Assessed functional training gaps and analyzed employee demographics to develop minimum standards of 'critical mass' for classroom training to minimize cost and maximize impact~ Developed the business case and managed the rollout of a +$1 million global classroom training program, launched in New York, Florida, India, Costa Rica, Mexico, Brazil, UK, Budapest, Singapore, Manila, and Hong Kong~ Developed self-paced eLearning courses and managed the rollout over 100,000 employees globally~ Partnered with senior management & external vendors to develop and manage 4-6 week onboarding training programs for Finance associates and analysts

Hired under the Orange Value Fund, with a net asset value of $1 million, directed by Fernando Diz, Martin J. Whitman, and Steven W. Ballentine.Assisted Junior and Senior Analysts in research and investment decisions in potentially undervalued yet relatively safe securities.

Traded a live portfolio of equity and equity options valued at $250,000 under a global macro opportunistic hedge fund strategy. Completed a week-long rotational program in New York City visiting various sell-side firms.

Analyzed and researched investment decisions, updated personal financial plans and created financial reports for the branch manager and personal financial representatives.

Plattsburgh, Ny, Us

State University of New York at Plattsburgh, International Student Services DepartmentManaged a database of over 10,000 prospective international students and hundreds of international contacts, and created several new internal databases to increase office information flow and productivity.Updated, streamlined, and performed query generation and the creation of five weekly email and letter merges.Orientation leader throughout and after the application process of new and prospective international students.

Bs, Mba, Finance

Full Stack Web Development