Colin Quinn, Cfa Email & Phone Number

Philadelphia, Pennsylvania, United States

• Lead financial planning, budgeting, and forecasting for the Technology division, overseeing over $125M in annual spend across Engineering, Infrastructure, Product, and Information Security functions.• Designed innovative financial models for transparent cost allocation, empowering executive leadership with data-driven insights to make strategic decisions.• Spearheaded cross-functional projects aligned with strategic objectives, driving $5M in annual savings through comprehensive efficiency exercises.• Act as a trusted financial advisor to IT business leaders, facilitating effective communication and collaboration on key spending and resource allocation initiatives.• Managed month-end close activities, including variance analysis and accruals review, ensuring accurate financial reporting and forecasting.• Serve as sounding board of reasonableness and insight with regard to technology investments for Executives including company President.• Support effective communication and collaboration amongst IT, finance, business leaders regarding IT spend and resource effortsCareer Highlights• $5M Annual Savings: Led a deep-dive analysis that resulted in the identification of inefficiencies, successfully implementing a strategic plan that generated $5M in recurring annual savings. • Process Improvement Leadership: Advocated and secured approval for a process improvement project focused on reducing technical debt and improving DevOps maturity, resulting in $900K in recurring annual savings. • Strategic Cost Allocation: Developed scalable financial models that streamlined cost allocation, onboarded executive leadership, and informed strategic decision-making across the business.

Philadelphia, Pennsylvania, United States

• Managed financial oversight for a $100M+ technology modernization initiative, coordinating closely with IT and Finance leadership to ensure optimal resource allocation and tracking.• Led the preparation of annual budgets and quarterly reforecasts for IT and corporate departments, maintaining strict alignment with strategic goals.• Collaborated with HR and business leaders to monitor and manage headcount, maximizing productivity while adhering to budget constraints.• Automated financial reporting processes, reducing the development time for monthly financial statements from several days to instantaneous production.• Conducted comprehensive cost-benefit analyses for strategic initiatives, providing financial insights that informed investment decisions.• Served as the primary liaison with all levels of IT and Finance leadership for planning, forecasting, and reporting purposes, ensuring effective tracking, allocation, and utilization of resources.• Worked closely with HR, Recruiting, and Business Leaders to actively track and manage headcount to stay within budget/forecast while maximizing productivity and impact.Career Highlights• $100M Tech Modernization: Successfully managed the financial framework for a $100M+ technology modernization project, ensuring proper resource allocation and strategic alignment.• Reporting Automation: Pioneered the automation of financial reporting processes, transforming a multi-day process into instantaneous delivery, driving efficiency across the organization.

Philadelphia, Pennsylvania, United States

• Directed budgeting, planning, and forecasting processes for key business units (IT, Operations, Compliance, Risk), managing an annual budget exceeding $50M.• Collaborated with business leaders to identify and implement financial strategies that optimized cost structures and enhanced operational efficiency.• Responsible for reconciliations of financial accounts (i.e. bank accounts, assets and liabilities).• Responsible for calculation of financial reserves (Life & Health Insurance, recruiting loan bad debt). • Responsible for production of Annual Statement of Cash Flows.Career Highlights• $600K Cost Reduction: Discovered and eliminated unnecessary technology charges, driving recurring annual savings of over $600K by streamlining resource allocation.• Strategic Financial Modeling: Created and managed a successful loan refinancing program, extending the contracts of over 300 Financial Advisors, benefiting both the company and the employees.• Budget Oversight: Led the financial planning for business units with budgets over $50M, delivering on-time and accurate forecasting that supported business objectives.