David Thomas

David Thomas Email and 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. @ Oxford Area High School
David Thomas's Location
Greater Philadelphia, United States
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 |

David Thomas's Current Company Details
Oxford Area High School

Oxford Area High School

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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.
David Thomas Work Experience Details
  • Oxford Area High School
    Varisty High School Football Position Coach - Jv Head Coach
    Oxford Area High School Aug 2018 - Present
    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.
  • J.P. Morgan
    Vice President - Governance And Control Manager Of Finance Programs
    J.P. Morgan Dec 2022 - Nov 2024
    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 status for the first time in several years consistently operating within service level agreements.• 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. This initiative substantially decreased the findings from internal audit quality assurance reviews.
  • J.P. Morgan
    Vice President - Retirement And Check Services Operations
    J.P. Morgan Jan 2017 - Dec 2022
    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 for new, existing, and exiting clients. • Directed 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.• 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 their skills and goals.
  • J.P. Morgan
    Associate/Manager- Retirement Services Operations At Jp Morgan
    J.P. Morgan May 2011 - Jan 2017
    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.
  • Sun East Federal Credit Union
    Retirement Specialist
    Sun East Federal Credit Union Sep 2008 - May 2011
    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.

David Thomas Skills

Teaching Research Library History Leadership Public Speaking Microsoft Office Powerpoint Microsoft Excel Wordpress Writing Higher Education

David Thomas Education Details

Frequently Asked Questions about David Thomas

What company does David Thomas work for?

David Thomas works for Oxford Area High School

What is David Thomas's role at the current company?

David Thomas's current role is 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..

What schools did David Thomas attend?

David Thomas attended Southern New Hampshire University, Delaware County Community College, Delaware County Community College.

What are some of David Thomas's interests?

David Thomas has interest in Leadership, Teaching, History Research, Politics, Education, Reading, Weight Lifting.

What skills is David Thomas known for?

David Thomas has skills like Teaching, Research, Library, History, Leadership, Public Speaking, Microsoft Office, Powerpoint, Microsoft Excel, Wordpress, Writing, Higher Education.

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