Charles Morgan Email & Phone Number

New York, Ny, Us

Jersey City, Nj, Us

Based In Paris. Part Of Every Heart & Home., Fr

Member of the Executive Committee; Led the creation & operationalization of BIC’s first Global Business Services operation in Sofia; As CIO leads BIC’s Group Information Technology (IT) & Cyber Security activities; Responsible for Real Estate & Facilities globally, including the 2022 sale and subsequent moves of the Group Headquarters in Paris, including the European Data Center.• Reduced IT costs significantly by leveraging strategic partners and consolidating 400 applications to 30 core capability platforms.• Developed cybersecurity and IT risk management capabilities.• Oversaw sale of Paris headquarters building and move to new LEED-certified facility with collaboration and hot desking space design.• Led move of European data center to new headquarters site.• Created 250-member shared-services operation in Sofia, covering finance, HR, customer service, transactional procurement, analytics and master data.

Hartford, Connecticut, Us

Set up and running a new Finance Shared Services organization, to drive efficiency and effectiveness into Finance processes and controls as part of the transformation of Finance at Aetna. Led integration planning for finance processes during acquisitions and during the Aetna / CVS combination.• Reduced run costs of FSS teams by 25%.• Sponsored finance data lake and master data program to improve reporting agility.• Led robotics process automation (RPA) capability development across Aetna and CVS.

Detroit, Michigan, Us

Responsible for business delivery of global SAP program and finance transformation office. Led the new GBS organization and establishing new data analytics & master data function.• Designed, tracked, and led progress reporting of six-element financial transformation that targeted $10B EBIT improvement over five years.• Achieved 27% annual finance function cost reduction through insourcing, consolidation, complexity elimination, and process standardization.• Managed global SAP standardization and consolidation initiative, reducing global run costs by 40% as 53 separate instances were reduced to 17 under one master standard design.• Led PMO for formation of global business services by moving 2,100 team members from FSS, HR people services, real estate, and indirect procurement transactional activities to six new global shared- services locations.• Led reporting redesign of automotive business profitability to country of sale (referenced in WSJ - 2013).• Created and led program to pilot enterprise data warehouse, analytics and master data initiative to standardize and visualize vehicle profitability analytics (Harvard Business Review - 2015).

New York, Ny, Us

Led the team that defines and delivers technology solutions for American Express Corporate functions, including Finance, HR, Legal, Compliance, Real Estate. Included systems required to support Basel II program as part of American Express transition to Federal Reserve Bank of New York Supervision.Directed global corporate technologies development teams with 650 team members. Led successful single-instance global Oracle EBS implementation. Executed technology road maps to reduce corporate applications in use by 50%. Led TARP and related changes for bank holding company reporting and compliance. Served on initial leadership team to establish global business services (2,500 colleagues).

New York, Ny, Us

Led the deployment of a global single instance Oracle EBS platform, standardized and consolidated Finance Systems & processes; Part of leadership team to create new Global Business Services organization.

New York, New York, Us

Initially SVP, MiFinance led the global deployment of Oracle EBS to standardize finance processes and set up Finance Shared Service Centers. Transitioned to lead the global FP&A teams. Served as global lead for annual financial planning and budgeting processes (revenue $8B, P&L $2B). Provided analysis and support to $3.5B refinancing during M&A and restructuring activities. Sponsored setup of Marsh FSS functions in Europe and U.S. Led global cross-functional team implementing single instance Oracle EBS Ledger.

New York, Ny, Us

CFO of the International Finance Function; Consolidated financial systems to single instance Oracle Ledger; Part of leadership team for Instinet IPO from Reuters

London, Gb

Reconciliation of positions and valuation of exposures across derivative arbitrage books. Supported creation and regulatory approval for SPV setup for arbitrage operations.

Gb

Financial Services Consulting for global systems implementations, control design & restitution, process improvements. Led on site client audit engagements