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I began my career in public accounting, specifically focused on audits of major financial institutions. Upon moving into the financial services industry with HSBC took on progressive senior roles within the Finance and Credit functions. When business transformation programs like Lean Sigma were being introduced played a lead role in their development. Over the last 10 years served in global transformation leadership positions for quality, productivity, efficiency and innovation initiatives within HSBC, Credit Suisse, UBS and BNY Mellon. More recently returned to senior roles in program management currently heading Workplace Strategy at BNY Mellon. An award winning professional in the field of process improvement, recipient of multiple prestigious national/global awards. Passionate about business, performance improvement and development of people. I bring a unique combination of energy, creativity and enthusiasm to everything I do.
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Head, Global Workplace StrategyBny Mellon Aug 2018 - Jan 2023Buffalo, New York, United StatesBy engaging with our business leaders our Workplace Strategy team has developed a future state operating footprint for BNY Mellon to achieve:- Operating efficiency: by eliminating total space, reducing cost and the cost of vacancy and, densifying space;- Reduced operating complexity: by reducing locations and consolidating employees and operations into “hubs”; and- Improved employee experience: as more employees are located in high-energy, collaborative space. -
Chief Administrative Officer, Transformation And Program ManagementBny Mellon Nov 2015 - Aug 2018Greater New York City AreaCAO of the global Transformation and Program Management team, the premier provider of consulting services to both Client Service Delivery and businesses across BNY Mellon; contributing expertise in the areas of transformation, automation and process improvement.
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Executive Director, Head Lean AcademyUbs Aug 2013 - Nov 2015Global RoleGlobal Head of the UBS Lean Academy. The Lean Academy is a global team with a remit to develop business transformation capability in all UBS staff across all locations and levels. Specifically:• Oversee development of training curriculum, ensuring curriculum includes latest innovations in business transformation methods;• Develop innovative delivery methods to optimize knowledge transfer at optimal cost;• Manage team responsible for training infrastructure including provision of instructors, logistics, examinations and feedbacks;• Responsible for PEX certifications and chair of Certification Board.We deliver programs that participants describe as being the very best they have attended in their professional career. -
Director - Operational Excellence Program SupportCredit Suisse Dec 2007 - Dec 2012New York / Buffalo New YorkLeader of a global organization responsible for infrastructure supporting hundreds of Operational Excellence professionals across all lines of business within the firm. This includes teams responsible for Operational Excellence (OE)/Lean Sigma Training, Business Process Management (BPM) and Knowledge Management globally. Specifically: • Oversaw development of training curriculum, ensuring curriculum includes latest innovations in business transformation methods. • Developed innovative delivery methods to optimize knowledge transfer at optimal cost.• Managed team responsible for training infrastructure including provision of instructors, logistics, examinations and feedbacks.• Responsible for Lean Sigma certifications process and chair of Certification Board.• Developed and deliver Business Process Management strategy globally and developed Igrafx as a world class tool supporting BPM initiatives within the firm. Our exceptional delivery was fundamental to Credit Suisse receiving the 2010 Process Excellence Awards EMEA - Best Process Improvement Program Runner up. -
Senior Vice President, Director Of QualityHsbc Mar 2004 - Oct 2007Buffalo/Niagara, New York AreaManaged a ten-person team responsible for executing improvement projects within HSBC North America, with a monetary impact goal of $40 million per year. • 2004, 2005 North America Six Sigma Excellence Awards Winner for Best Project in Service and Transaction organizations.• 2006 North America Six Sigma Excellence Awards Honorary Mention for Best Project in Service and Transaction organizations.• Increased project completions from 16 in 2003 to 54 in 2006. Oversaw project portfolio of up to 100 separate initiatives at any one time.• Achieved financial benefits from projects of $40.2 million in 2006, a 383% increase over the $10.5 million achieved in 2003.• Developed and implemented project selection model to align project selection to key strategic priorities of the business. As a result HSBC Black Belt projects have yielded an average certified return of $2.8 million significantly higher than US industry benchmark of $200,000. -
Quality Leader And Black Belt At HsbcHsbc Dec 2000 - Mar 2004Buffalo/Niagara, New York AreaManaged application of Lean Sigma for Commercial Middle Market Banking (CMB/SME) and Credit divisions of HSBC. • Led Small Business Cycle Time reduction project. Developed and delivered innovative solutions that accelerated loan decision cycle time from 4 days to 1 day, and loan funding cycle time from 21 days to 8 days. Achieved certified financial benefit of $4 million. • Led Branch Transaction Processing Optimization project. Utilized advanced statistics and benchmarking to identify innovative solution to reduce error transactions processed through the proof system by 25%. • Designed and implemented HSBC global Standards for Project Benefit calculation and certification.
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Senior Vice President Of Collateral Management At HsbcHsbc Jan 1996 - Dec 2000Managed the Collateral Management department, then responsible for formula-based lending field examinations, collateral monitoring, real estate appraisal and environmental services and dealer credit support for commercial lending portfolios in HSBC Bank USA, N.A. Major accomplishments in this position include:• Installed significant improvements in Collateral Monitoring Unit resulting in improvement in internal audit from “Below Standard” to “Good”;• Installed significant improvements in Collateral Examination and Collateral Monitoring audit protocols, achieved significant improvement in accounts receivable verification techniques;• Merged like business units within HSBC Bank and Republic National Bank into combined unit adopting best practices from within each respective organization.
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Vice President Financial Manager HsbcHsbc Oct 1994 - Jan 1996Finance officer for Credit and Commercial lending businesses responsible for financial close, financial statement and product profitability analysis, annual operating plans and strategic planning.
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Audit ManagerPricewaterhousecoopers Aug 1987 - Sep 1994Audit manager in attest function of international CPA firm
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Frequently Asked Questions about David J. Bobeck, Cpa, Mbb
What is David J. Bobeck, Cpa, Mbb's role at the current company?
David J. Bobeck, Cpa, Mbb's current role is Experienced Business Optimization Professional and In-house Consultant.
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What schools did David J. Bobeck, Cpa, Mbb attend?
David J. Bobeck, Cpa, Mbb attended State University Of New York At Buffalo - School Of Management.
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David J. Bobeck, Cpa, Mbb has skills like Business Process Improvement, Process Improvement, Change Management, Six Sigma, Business Transformation, Strategy, Operational Excellence, Banking, Leadership, Program Management, Financial Services, Continuous Improvement.
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