Christopher Lodge Email and Phone Number
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Forward-thinking leader with tactical and strategic vision, keen bottom-line focus, and verifiable success in achieving operational and financial goals. Proven success proposing, negotiating, managing, and delivering million-million-dollar programs, winning customer satisfaction, fostering partnerships, attracting and building talent, increasing revenue and market share, and streamlining business activities.Exceptional financial performer with impressive track record of developing financial and management operations and controls from ground up, aiming at bottom‐line control and analysis. Time-tested and polished executive with exceptional communication/presentation skills and a track record of leading finance and operations presentations and due diligence during M&A process, resulting in majority stake private equity investment.Technically proficient in Scaled Agile, SDLC Methodologies, AWS, Salesforce, Adaptive, Microsoft Power BI, Microsoft Excel, Microsoft Word, Microsoft Power Point, and Microsoft Project.Connect with me today to find out how I’ll make your mission my mission, to help bring all of your business objectives into focus!My Areas of Expertise include:· Strategic Planning & Execution· Corporate Strategic Methodology· Financial Planning & Analysis (FP&A)· Accounting & Financial Operations· Policy & Procedure Modification· Account Management & Sales· Cost Reduction/Containment· Operations Management/Excellence· P&L/Budget Portfolio Management· SOX/ Legislative/Regulatory Compliance· Mergers & Acquisitions Due Diligence· Business & Revenue Growth· Quality Assurance & Control· Contract Negotiation & Review· Public-Pension Domain· Group Insurance Domain· Institutional Investments Domain· Issues/Conflicts Resolution· Team Building & Leadership· Strategic Partner Development· Corporate Financing & Governance
Pension Technology Group
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President And Chief Operating OfficerPension Technology Group Jul 2023 - PresentBoston, UsMajor Responsibilities:Managing day-to-day operations across the organization, driving strategic growth, and scaling the business while delivering a high-quality customer experience. -
Executive Business ConsultantR3 Jun 2023 - Jul 2023London, GbMajor Responsibilities:Leveraged expertise in the area of directing business operations and driving sustainable organizational growth for technology/software companies to provide recommendations on go-forward product offerings and Go-To-Market motion. -
Operating PartnerGauge Capital Mar 2023 - May 2023Southlake, Tx, UsMajor Responsibilities:Provided consulting services as an advisor including analyzing investment opportunities, conducting due diligence, and monitoring investments. -
President, RetirementVitech Systems Group 2021 - 2022New York, Ny, UsIn my position as PresidentMajor Responsibilities:Managed teams and activities in sales, delivery, customer success, and product with aim of revitalizing the division; Delivered customer success plans and engagement strategies for each of existing ~50 clients to retain and grow business; Conducted in-depth surveys to obtain feedback from customers; Proposed robust plans to migrate legacy accounts to cloud-based platform; Forged new alliances with system integrators to provide professional services; Participated in industry conferences, developed new delivery alliances, and exceeded key KPIs.Key Accomplishments, I achieved during this role:• Surpassed annual revenue, new sales, and profit targets for division.• Enhanced client satisfaction and favorable testimonials through CSAT surveys and follow-up meetings.• Increased annual recurring revenue ~5x per client by revitalizing legacy client base driving efforts to upgrade with current cloud-based offerings.• Secured new deals from conception to contracting, each with software and implementation services. -
Chief Operating OfficerVitech Systems Group 2016 - 2021New York, Ny, UsIn my position as COOMajor Responsibilities:Oversee all aspects of business, including professional services, sales, client satisfaction, bookkeeping, financial planning and analysis, and legal and corporate issues; Expanded business horizontally across all departments and infrastructure in order to continue significant yearly growth and transform business to accommodate new cloud-based subscription offerings; Managed all major contract negotiations and financial proposals; Controlled delivery team in charge of all revenue budgeting and forecasting; Provided quarterly and monthly finance executive reporting to executive management; Served as proposal and demo team's point person from initial RFP to finalist demonstrations; Coordinated all significant sales contract negotiations through contract implementation; negotiated business proposals and finances through to executed contracts.Key Accomplishments, I achieved during this role:• Directed and managed top-line growth of > 15% CAGR and accelerated gross profits +10%.• Accelerated annual recurring revenue +15%• Led process and transition from founder-owned private firm to majority stake private equity investor in 2018/19, while serving as primary presenter of financials and operations. -
Senior Vice President - OperationsVitech Systems Group 2011 - 2016New York, Ny, UsIn my position as Senior Vice President, OperationsMajor Responsibilities:Controlled all areas of business, including professional services, sales, customer satisfaction, accounting, financial planning and analysis, and legal/corporate issues; Enabled company in preparation for launch of new Group Insurance vertical and private cloud-based offering; Managed finance team including budgeting, forecasting, and analysis to drive business efficiency; Led sales team through all stages of contracting, including license and service agreements, SOWs, RFP responses, short-list, finalist presentations, and final presentations; Transitioned organization's infrastructure from on-premises to private cloud solution with managed services and perpetual licenses.Key Accomplishments, I achieved during this role:• Strengthened organization's infrastructure and all departments to continue experiencing significant yearly growth.• Honored for steering and overseeing top-line revenue growth of and increased gross profits.• Generated significant net profits every year by managing costs and executing sales revenue strategies.• Established and increased annual revenue for new group insurance vertical into an industry leader.• Led business proposals and negotiations for six large, multi-million dollar insurance carrier contracts.• Achieved successful completion of all new and current professional service engagements by leading delivery team.• Steered company's financial conversion efforts from cash-based accounting to GAAP accounting standards, including SOP 97.2, as well as managed initial and recurring audits with PWC. -
Director Of Professional ServicesVitech Systems Group 2006 - 2011New York, Ny, UsResponsible for successful delivery of professional services to all clients from Sales, through Contracting, Implementation Services, and Post-Production Maintenance. Managed a growing team of ~500 project managers, software engineers, and business analysts to deliver customer success. -
Senior Manager, Client DeliveryVitech Systems Group 1999 - 2006New York, Ny, UsResponsible for managing a team of ~200 - ~500 software engineers and business analysts for the successful delivery of implementation services. Key escalation point for any client concerns. Worked within all facets of the Vitech organization to deliver customer success. -
Senior ConsultantCredit Suisse 1998 - 1999Zurich, Ch -
Senior Developer AnalystArk Asset Management 1994 - 1998Us
Christopher Lodge Skills
Christopher Lodge Education Details
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University Of VermontAccounting
Frequently Asked Questions about Christopher Lodge
What company does Christopher Lodge work for?
Christopher Lodge works for Pension Technology Group
What is Christopher Lodge's role at the current company?
Christopher Lodge's current role is Growth-focused and business-savvy executive with extensive experience in directing business operations and driving sustainable organizational growth for high-profile technology/software companies across diverse sectors..
What is Christopher Lodge's email address?
Christopher Lodge's email address is cl****@****inc.com
What is Christopher Lodge's direct phone number?
Christopher Lodge's direct phone number is +121286*****
What schools did Christopher Lodge attend?
Christopher Lodge attended University Of Vermont.
What skills is Christopher Lodge known for?
Christopher Lodge has skills like Management, Crm, Business Analysis, New Business Development, Account Management, Process Improvement, Sdlc, Program Management, Consulting, Contract Negotiation, Vendor Management, Requirements Analysis.
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