Globe Life: Union Benefits Administrator Provide Benefits to Union Workers in NY (Jan 2024 – Aug2024).Operations / Finance Advisory - Private Company Family Business in Ireland (Apr 2023 to Jul 2023)Sionic Advisors Daiwa Securities - Client Tax Documentation Audit & Remediation (Jan 23 to Apr 23) Sionic Advisors Valley Bank - IT PMO Consultant – PMO creation at Valley post merger (Jul 22 to Dec 22)Geodis - Expense Management Consultant, Poughkeepsie, NY (Dec 2021 to Jun 22) Operations / Finance Consultant - Private Company Advisor on Startup Operations. (Sept 2017 to Aug 2019)

Project Portfolio Governance Reporting Aug 2015 - Aug 2016Tasked with design & development of Project Portfolio Governance reporting for use across the entire organization covering financials, RAG status & RAIDsPMO Group - Ops IT - Finance & Business Mgmt.- 9/2013 - 8/2015Partnered with Finance to oversee annual budget build at the project and group levels.Responsible for monthly budget V actual and forecast reviews with variance analysis and commentary, Resource management for 500 employees across the Operations Technology Group.Improved allocations transparency at the project level to end user lines of business. Managed ad hoc projects as required such as Location Strategy, Disaster Recovery

IT Business Management & Finance ConsultantCreated a PMO Business Management function for the IT Infrastructure / Operations group, as part of a larger technology transformation program. The new Business Management Office functions included IT Finance management, resource management and KPI's and the monthly reporting standards for each of them. Monitored cost reduction initiatives against goals and expectations.

Oversaw report development, allocations, finance partner relationships and other business management functions with management authority over a team of professionals. Documented procedures across all functions.Provided support to 400 employees, furnishing financial reporting, rolling forecasts and monthly variance analysis.Contributed to the successful integration following the acquisition of Merrill Lynch by BofA, including the consolidation of GL's for my area, IT integration and the migration of 300 associates to new office space.Directed a global location strategy project that transferred specific functions to lower cost locations across the world.Redesigned the general ledger cost center hierarchy to create new reporting standards which provided compete clarity and insight into direct expense spend for senior management.Monitored corporate training, performance evaluations, the annual promotion process and stack rankings as sub-sets of the annual compensation reviews.

Led the preparation and administration of annual budgets for the Finance and Risk Divisions, constituting over $400MM; reported monthly financials, expense and variance analysis directly to Lehman CFO.Re-engineered the Global Finance Division's P&L hierarchy to reflect extensive management and product changes, while aligning the finance division with the front office lines of Business, allowing for greater transparency into the accuracy of allocations and for a simplified process which achieved a reduction in man hours during month-end

Part of an independent think-tank group reporting to the most senior level management for the purpose of saving the firm money and reducing expense enterprise wide.Task force leader with Lehman's Expense Efficiency Group which developed policies and recommendations to further Lehman's mission of aggressively managing expenses.Led a detailed analysis of market data usage and managed a consolidation project resulting in standard templates globally for Sales and Trading users and terminal sharing for back office users achieving a 14% run rate savings.Part of the Disaster Recovery team formed in the immediate aftermath of 9/11 to get the firm "up and running"

Responsible for the financial management (project budgets, monthly reporting, variance analysis & allocations) for Equities, Fixed Income and Infrastructure IT Groups.Managed the direct expense budgets for the various areas of IT and provided monthly reporting with variance analysis and commentary to IT Senior Management.Faced off to the front office executives on all aspects of IT expense allocations and provided clarity and comfort on the accuracy of their allocations.