Daniel Goss Email & Phone Number

Charlotte, North Carolina

Managed and executed deliverables associated with merger and acquisition of Messaging Services requirements. Used PMI and Wachovia Project Management tools (EPMM) tools and techniques to identify requirements, resources, issues and risk management of complex technological initiative. Also integrated Executive Scorecard into CIB Technology Delivery Services for Executive Level reporting purposes.Oversight for 14,000 + AG Edwards employees for Messaging Services project with emphasis on timely delivery, effective oversight, recognition, containment and mitigation of risk and implementation of standards around the project. Implemented processes that establish standards and reduce opportunities for risk and increase the likelihood of the success of the initiative. Qualified and quantified the exposure to the project with emphasis on readiness of the development and execution of the project deliverables. Established relationship with Business Project Managers in order to facilitate migration process with minimal exposure and risk to Wachovia. Provided consultation and expertise in decision making process for third party vendors. Led participation and facilitation of group discussions and meetings with all levels of employees and third party vendors.Interviewed and gathered requirements from technical staff within CIB, in order to strategize and implement appropriate measurements and statistics around reporting requirements. Designed Executive Scorecard in order to report accurate and efficient information within the CIB Operation. Implemented and launched reporting process and tool for CIB to provide reporting of status, on risks and issues of technology delivery.

Responsible for integrated leadership of multiple operational areas, providing governance, audit compliance, project management best practices, budget expertise and operational oversight. Instituted development, control and communication of management information statistics in multiple operations through reporting tools including Business Objects, Excel, Access, and Microsoft Project. Developed and incorporated risk and audit control self assessment.Enhanced workflow for fundamental reinsurance processes with assets in excess of $6 billion. Accentuated and guided governance initiatives and risk assessment for operation to ensure controlled environment was established and maintained. Led budget analysis, cost containment/reduction, forecasting and financial reporting of 350+ operation. Validated and instituted operational controls for procurement, contract and vendor management for all external consulting services for the enterprise with budget in excess of $40 million.Heightened awareness of corporate international objectives and goals as Operations Representative to the Multinational Practice / Global Operations for business process re-engineering and enhancements of changing business environment.

Catalogued and documented all insurance processes associated with US domestic and international workflow using PMI principles. Demonstrated intense Project Management through project life cycle including product/service design, measurement, analysis, implementation, testing and control of project outcomes.Delivered complete oversight and management of project initiatives that support risk and issue identification, integration and evaluation of software and its application to business needs. Implemented protocols associated with the information system audit requirements as well as overall technology development standards (SDLC). Formalized the process and protocol used in the firm to evaluate ongoing technology project spend and commitment to project work. Quantified the overall goal of the project with scoring and evaluation placed on available resources, business need and value add. Successfully consolidated project inventory from excess of two hundred to a manageable number of thirty for a $300,000 savings. Facilitated overhead reduction and increased efficiency by eliminating redundant insurance process support applications through the development and implementation of integrated work stations through the use of Six Sigma Protocols and PMI standards. Consolidated the disparate applications from sixteen applications down to one integrated application resulting in savings in excess of $185,000. Provided Program Management for Financial Risk Operations including Sarbanes Oxley oversight for Reinsurance Operations and use of Risk Navigator to document and manage risks. Achieved full global integration of claims handling software for compliance of claims handling and timeliness of payment. Project impact estimated at more than $15 million annually.

Managed Client Service Solutions for top-tier Domestic and International Accounts, providing integration of services for full product suite, including technology, risk identification and control, regulatory compliance, and financial analysis.Managed global CRM efficiencies projects through the use of a purchased CRM tool for evaluation. Participated in CRM business evaluations in Canada, Mexico, Netherlands, UK, Denmark and US. Led global services and products information presentations to Press Conferences at US Domestic and International Trade Show exhibits. Managed client support and marketing sales initiatives with external/internal clients involving oral and written presentations regarding available software, products and services.Optimized customer management practices and enhanced concentration on activities to support profitable client management. Recognition of customer management activities that scored in upper quartile of assessment and recognized by vendors and broker partners as top in insurance business segment with emphasis on improving client satisfaction, service and retention of desirable clients based on market valuation. Implemented Balanced Scorecard for Customer Services Operations to enhance service capabilities to the client base with emphasis on measurable outcomes - through project management fundamentals.

Master, Mba

Bachelor, Science Business Administration

Six Sigma Black Belt Certification

Education record