David Thomas Email and Phone Number
VICE PRESIDENT - FINANCIAL SERVICES, OPERATIONSWith 20 years of experience as a Financial Executive, I've had the privilege of navigating various work environments, from traditional offices to hybrid setups and fully-remote arrangements. Throughout my journey, I've fine-tuned my skills in Operational Management, Daily Transactional and Reconciliations, Risk Mitigation, Contract Execution and Oversight, Tax Reporting, Strategic Automation, Project Oversight, Cost Optimization, Leadership, and Team Development. This array of experience, coupled with my leadership prowess, equips me with the flexibility and insight to thrive in any global work setting, adapting seamlessly to its unique dynamics.My leadership style isn't confined to office walls; it flourishes in diverse environments. Whether we're collaborating in person or virtually, I've led teams to remarkable success, adeptly steering us through fast-paced, high-pressure situations. I prioritize fortifying control environments and steering us toward our organizational goals, always with a focus on adaptability and clear communication. No matter the circumstances or location, my commitment to excellence remains unwavering.I believe in nurturing collaborative teams with care and attention to detail. This dedication ensures that we consistently deliver outstanding results, even amidst challenges and periods of change. By fostering a culture of excellence, we're not only able to overcome obstacles with finesse but also seize opportunities and innovate. CORE COMPETENCIES:| Strategic Leadership | Retirement Services Knowledge and Administration Expert | Large Scale Project Management | Operations | Oversight/Risk/Controls/Compliance |Database Solutions | Training & Development | Risk Mitigation | Governance | Cross-Functional Collaborations | Performance Management | Coaching | Team Building | Conflict Resolution | Retail Banking |
J.P. Morgan
View- Website:
- jpmorgan.com
- Employees:
- 59438
-
Vice President - Governance & Controls Manager (Finance Programs) At Jp MorganJ.P. Morgan Dec 2022 - PresentNewark, Delaware, United States• I lead multiple global governance and risk management programs across remote, hybrid, and in-office teams. My role involves overseeing regulatory and employee compliance, business resiliency, reconciliation, risk management, policy and procedure oversight and adherence.• Designed and executed strategies, lead working groups, and manage Key SLA deadlines, enhancing global collaboration.• Conduct comprehensive risk assessments and implement real-time controls, handle project management, enhance efficiency and resilience, developed an advanced risk control framework to support proactive risk management and operational excellence. -
Vice President - Retirement & Check Services Operations At Jp MorganJ.P. Morgan Jan 2017 - Dec 2022• Oversaw all custodial responsibilities including budgeting, daily transactions and operations, reconciliations, process improvements, strategic automation, HR planning, contract management, product and next step planning, dissecting and implementing all IRS brokerage rule changes.• My role involved strategic implementation of initiatives in varied work setups, improving team efficiency, adapting to diverse environments, and enhancing risk management that reduced data breach risks and achieving substantial cost savings.• Managed a global team across four locations, improving cost efficiency by 25% and streamlining audit turnaround by 35%. Fostered career development, resulting in 30% of direct reports receiving promotions aligned with their skills and goals. -
Associate/Manager- Retirement Services Operations At Jp MorganJ.P. Morgan May 2011 - Jan 2017Newark, De• Managed daily retirement custodial operations encompassing daily transactions and operations, reconciliations, process improvements, strategic automation, first line escalations, contract management.• Led a successful offshore migration of 50% of global staff within six months, creating a comprehensive playbook and training materials for multilingual teams.• Reduced overtime by 80%, saving $75,000 annually, and improved onboarding efficiency from six months to 30 days.• Executed the most extensive account conversion in team history, managing system development, contracts, and training. -
Varisty High School Football Position Coach - Jv Head CoachOxford Area High School Aug 2018 - Present• Direct strategic planning and play calling for the JV team.• Coach varsity running backs and safeties, focusing on game plans, individual coaching, and practice sessions.• Collaborate with fellow coaches on game planning and community outreach. -
Retirement SpecialistSun East Federal Credit Union Sep 2008 - May 2011Aston, Pa• Managed daily operations and reconciliations, ensuring compliance with protocols and addressing escalated issues effectively. Led IRA training initiatives, cultivating a strong control environment, and fostered team proficiency. -
Customer Service RepresentativeAon Aug 2007 - Sep 2008Hatboro, Pa• Handled insurance inquiries with expertise in Life and Health products, resolving issues promptly and completing training ahead of schedule.
David Thomas Education Details
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Business Administration And Management, General -
Liberal Arts And Sciences, General Studies And Humanities -
Education
Frequently Asked Questions about David Thomas
What company does David Thomas work for?
David Thomas works for J.p. Morgan
What is David Thomas's role at the current company?
David Thomas's current role is A seasoned financial leader with 20 years experience in Operations and Risk Mitigation who thrives in fully remote, hybrid, or office environment, with collaborative mindset & adept communication..
What schools did David Thomas attend?
David Thomas attended Southern New Hampshire University, Delaware County Community College, Delaware County Community College.
Who are David Thomas's colleagues?
David Thomas's colleagues are Scott Mccarthy, Amy Li, Ben Slusarchuk, Marco C., Lee Davis, Jamichael Depper, Homa Gharagozlou.
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