David Thomas
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David Thomas Email & Phone Number

A motivated financial leader seeking role to utilize my core strengths in: Strategic Leadership, Retirement Administration, Project Management, Operations, Oversight, Risk and Control Mitigation, Governance, Coaching. at Oxford Area High School
Location: Greater Philadelphia, United States, United States 5 work roles 3 schools
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Role
A motivated financial leader seeking role to utilize my core strengths in: Strategic Leadership, Retirement Administration, Project Management, Operations, Oversight, Risk and Control Mitigation, Governance, Coaching.
Location
Greater Philadelphia, United States, United States

Who is David Thomas? Overview

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Quick answer

David Thomas is listed as A motivated financial leader seeking role to utilize my core strengths in: Strategic Leadership, Retirement Administration, Project Management, Operations, Oversight, Risk and Control Mitigation, Governance, Coaching. at Oxford Area High School, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for David Thomas.

David Thomas previously worked as Varisty High School Football Position Coach - JV Head Coach at Oxford Area High School and Vice President - Governance and Control Manager of Finance Programs at J.P. Morgan. David Thomas holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Southern New Hampshire University.

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Email format at Oxford Area High School

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Oxford Area High School

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Profile bio

About David Thomas

Vice President - Financial Services, OperationsYears of experience in financial services, excelled in a variety of work environments—traditional offices, hybrid setups, and fully remote arrangements. Expertise encompasses Operational Management, Daily Transactional Reconciliation, Risk Mitigation, Contract Execution, Tax Reporting, Strategic Automation, Project Oversight, Cost Optimization, Leadership, and Team Development. This broad experience coupled with 15 years of leadership roles, allows for adaptation in any global work dynamic. Guided teams to success, managing fast-paced and high-pressure situations ensuring that organizational goals are met while fostering a culture of innovation.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 |

Listed skills include Teaching, Research, Library, History, and 8 others.

Current workplace

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Oxford Area High School
Oxford Area High School
A motivated financial leader seeking role to utilize my core strengths in: Strategic Leadership, Retirement Administration, Project Management, Operations, Oversight, Risk and Control Mitigation, Governance, Coaching.
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5 roles

David Thomas work experience

A career timeline built from the work history available for this profile.

Varisty High School Football Position Coach - Jv Head Coach

Current

Yearly contract role coaching varsity running backs and safeties, collaborating with fellow coaches on game planning, game day execution, player development, and community outreach initiatives. Also serve as head coach of junior varsity football team managing daily practice plan, game day preparation and play calling.

Aug 2018 - Present

Vice President - Governance And Control Manager Of Finance Programs

Newark, Delaware, United States

  • Governed and lead five global financial control programs, ensuring regulatory compliance through comprehensive oversight, risk assessment, and effective control management.
  • Led multiple global governance and risk management programs across remote, hybrid, and in-office teams.
  • Oversee regulatory and employee compliance, business resiliency, reconciliation, risk management, policy and procedure oversight and adherence. After a year of dedicated efforts, the team achieved business as usual.
  • 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.
Dec 2022 - Nov 2024

Vice President - Retirement And Check Services Operations

  • Oversaw the daily operations and strategic initiatives for the retirement and check services department, executing thorough administration and oversight throughout the entire life cycle of retirement brokerage accounts.
  • Directed all custodial responsibilities including budgeting, daily transactions and operations, reconciliations, process improvements, strategic automation, HR planning, contract management, product and next step.
  • Strategic implementation of initiatives in varied work setups, improved team efficiency, adapted to diverse environments, and enhanced risk management that reduced data breach risks and achieved 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.
Jan 2017 - Dec 2022

Associate/Manager- Retirement Services Operations At Jp Morgan

Newark, DE

  • Managed all daily retirement custodial operations including daily transactions and operations, reconciliations, process improvements, strategic automation, first line escalations, and 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 on-boarding efficiency from six months to 30 days.
  • Executed the most extensive account conversion in team history, managed system development, contracts, and training.
May 2011 - Jan 2017

Retirement Specialist

Aston, 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.

Sep 2008 - May 2011
3 education records

David Thomas education

Associate Of Arts (A.A.), Liberal Arts And Sciences, General Studies And Humanities

This was the first of two associate degrees in received from DCCC.

FAQ

Frequently asked questions about David Thomas

Quick answers generated from the profile data available on this page.

What company does David Thomas work for?

David Thomas works for Oxford Area High School.

What is David Thomas's role at Oxford Area High School?

David Thomas is listed as A motivated financial leader seeking role to utilize my core strengths in: Strategic Leadership, Retirement Administration, Project Management, Operations, Oversight, Risk and Control Mitigation, Governance, Coaching. at Oxford Area High School.

Where is David Thomas based?

David Thomas is based in Greater Philadelphia, United States, United States while working with Oxford Area High School.

What companies has David Thomas worked for?

David Thomas has worked for Oxford Area High School, J.P. Morgan, and Sun East Federal Credit Union.

How can I contact David Thomas?

You can use AeroLeads to view verified contact signals for David Thomas at Oxford Area High School, including work email, phone, and LinkedIn data when available.

What schools did David Thomas attend?

David Thomas holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Southern New Hampshire University.

What skills is David Thomas known for?

David Thomas is listed with skills including Teaching, Research, Library, History, Leadership, Public Speaking, Microsoft Office, and Powerpoint.

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