Joseph Dwyer Email and Phone Number
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A seasoned finance professional with over fifteen years of proven success in financial management, transformation, technology, cost optimization, process improvement and integration, and right placement.Currently re-engineering the the global charge out process for the Consumer Operations & Technology businesses through Power BI and managing a team in Mumbai. Additionally responsible for the application of Activity Based Costing methodology to Global Functions (Compliance, AML, Finance, Risk, HR) and increasing transparency of costs of support services to front-office businesses.Previously responsible for the prioritization, governance, and oversight of $450 million technology budget for Finance and Risk. Streamlined the process and effectiveness of technology investments through the implementation of a robust business case tool.
Bny
View- Website:
- bny.com/pershing
- Employees:
- 4221
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Corporate Engineering Strategy And Execution ContractorBnyNew York, Ny, Us -
Finance SpecialistBny Oct 2024 - PresentNew York, United States -
Senior Vice President - Global ControllerCiti Sep 2019 - Jun 2024New York, New YorkCurrently managing the chargeout of Global Consumer Bank Operations and Technology expenses. Re-engineering and automating processes, and defining best practices for the broader Global Controller function at Citi. Heavy utilization of Power BI functionality to automate and streamline analytics and visualizations of data. -
Senior Vice President - Global Costing & AnalyticsCiti May 2018 - Sep 2019Greater New York City AreaManaging NY and Mumbai teams in driving the end-to-end charge-back of costs for Independent Compliance Risk Management (ICRM) and Anti-Money Laundering (AML) functions through Activity Based Costing principles.- Work with function heads to attribute resources to services consumed by front-office businesses, apportioning costs based on geographical, functional, and business alignment- Research and present findings on increased costs to front office businesses - tying increases in consumption to inadequate processes, control gaps, and other events that require increase in Compliance and AML support- Incentivize investment to bolster internal controls and streamlining of business processes as a means to reduce ongoing costs- Analyze and synthesize model output to identify opportunities to drive towards productivity targets through operational efficiencies, right placement, reductions in force, and other strategic initiatives -
Senior Vice President - Finance & Risk InfrastructureCiti Jan 2017 - May 2018Greater New York City Area• Oversee and manage $500 million global technology budget, serving as central resource for all regions across global finance and risk • Integrated Technology and FRI budget processes, enabling front to back reconciliation across systems, streamlining the process and acceleration the closure of 2018 budget process. Produced standard • Ensured 2018 investments covered all regulatory requirements across Finance and Risk. -
Vice President - Best In Class FinanceCiti Sep 2012 - Dec 2016New York, Ny• Responsible for oversight and governance of the $250 million Finance Technology budget• Implemented a robust business case process for prioritization of proposed infrastructure improvements. Worked with Global Process Owners, Business Stakeholders, and Technology to optimize investments and produce a consolidated book of work for Finance• Identified operational risks on the Finance balance sheet, and advised Citigroup CFO and Senior Finance Leadership team on necessary controls to minimize risk -
Executive Consultant - Institutional Clients Group ControllersCiti Jul 2010 - Sep 2012New York, Ny• Responsible for managing an overall budget of $50 million in software development expenses and maintenance of detailed project level financials.• Collaborated with project managers to accurately budget and forecast FPG initiatives. Tracked financial health of projects and conducted monthly financial reviews with senior management.• Conducted monthly balance sheet maintenance including capitalization of eligible development expenses, balance sheet account reconciliation, and creation of assets.• Project managed the conversion of the Portfolio Management System (PTS) into FPG from initiation to implementation, providing increased transparency into project activities, consolidated reporting, and clear documentation of capitalization processes.• Initiated annual charter process with stakeholders and project managers to understand scope and resourcing needs for new and multi-year initiatives across ICG.• Developed and conducted a group-wide training program geared towards educating project managers on financial implications of strategic decisions along the software development lifecycle. -
Assistant Vice PresidentCredit Suisse Aug 2009 - Aug 2010New York, Ny• Tracked actuals and produced monthly reporting and variance analysis for GPS projects, which comprised an annual budget of CHF 110 million.• Worked with management to identify financial risks and opportunities through recruiting and downsizing efforts across all phases of the project lifecycle.• Liaised with business management to track current and future headcount changes, and assisted in the forecasting process by maintaining a list of extraordinary items and cost drivers. Developed a database to manage the inventory of fixed-price consultant contracts within GPS, which furthered cost transparency initiatives and served as a useful tool for the building of bottoms-up forecasts.• Managed and developed relationships with key Global Technology and Finance stakeholders. Built strong business relationships particularly with Swiss IT Business managers to compensate for lack of insight into Swiss technology engagements, the result of Swiss non-disclosure clauses within banking entities.• Maintained tracking documents for finance issues that arose as the result of a reorganization efforts throughout Technology Infrastructure services. Ensured that issues were revisited and advanced by dependent parties in a timely manner. -
AssociateMorgan Stanley Aug 2006 - Feb 2008Greater New York City Area, Hungary• Collaborated with business management and regional / global controller groups to produce annual technology budget and forecast projections. Performed daily due diligence and analysis on firm’s financials for senior management and business units.• Managed team of four analysts in the oversight of $350 million of annual technology expenditures and liabilities through general ledger account analysis and allocation modeling.• Streamlined expense management processes for firm’s Institutional Securities and Global Wealth Management business segments during firm sponsored Single Broker Dealer initiative, resulting in consolidated firm wide reporting, reduced operating cycles, and increased efficiency.• Automated invoice reconciliation of high-volume / small dollar invoices by leveraging capabilities of Ariba Spend Management, thereby reducing churn work for analysts’ tasks by over 65%.• Tailored new balance sheet account reconciliation process for fixed assets group.• Reviewed and facilitated month-end close including the posting of Accruals, Amortizations of Balance Sheet Accounts, as well as monthly standard cost charge-backs to retail branches.• Appointed team leader for deployment of expense management functions to Budapest, Hungary. Led strategic planning and logistics initiatives and carried out twelve weeks of overseas training, creating a self-sufficient team of one senior manager, one associate, and five analysts. -
AnalystMorgan Stanley Jun 2005 - Aug 2006• Managed key vendor accounts in the oversight of over $200 million of annual technology expenditures. • Developed and maintained relationships with vendors to ensure compliance with service level agreements, procurement of technology deliverables, and billing integrity within the Institutional Securities Group. • Ensured that upcoming projects being managed by IT Business Management were appropriately budgeted and accrued for accordingly.• Produced meaningful variance analysis of monthly, quarterly, and annual financials for firm’s BUs.• Absorbed Global Wealth Management processes following the resignation of retail business segment counterparts.
Joseph Dwyer Skills
Joseph Dwyer Education Details
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Finance, Marketing -
Midwood High School
Frequently Asked Questions about Joseph Dwyer
What company does Joseph Dwyer work for?
Joseph Dwyer works for Bny
What is Joseph Dwyer's role at the current company?
Joseph Dwyer's current role is Corporate Engineering Strategy and Execution Contractor.
What is Joseph Dwyer's email address?
Joseph Dwyer's email address is jo****@****ail.com
What is Joseph Dwyer's direct phone number?
Joseph Dwyer's direct phone number is +178157*****
What schools did Joseph Dwyer attend?
Joseph Dwyer attended Fordham University, Midwood High School.
What are some of Joseph Dwyer's interests?
Joseph Dwyer has interest in Irish Dancing.
What skills is Joseph Dwyer known for?
Joseph Dwyer has skills like Finance, Analysis, Forecasting, Financial Analysis, Management, Banking, Leadership, Financial Modeling, Accounting, Budgets, Financial Planning, Due Diligence.
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Joseph Dwyer
Consultant In Leadership, Management And Governance And Life-Long Argonaut “A Person Engaged In A Meaningful Adventure.”United States1msh.org1 (617) 2XXXXXXX
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Joseph Dwyer
Former Athlete Graduate From Rocky Mountain College In Billings, Mtbachelor’S In Business Management And Organizational LeadershipGreater Seattle Area -
Joseph Dwyer
Manhattan Beach, Ca3cornell.edu, cornell.edu, spacex.com
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