Eric Speicher Email & Phone Number

Thousand Oaks, Ca, Us

Consulting on investment operations, risk analytics, accounting process and technology focused on alternative assets and private equity.

Los Angeles, Ca, Us

Head of global trade support for more than 3,000 unique assets across 8,000+ positions, the processing of offshore bank debt notices, and improvement in the efficiency of fund performance reporting. Budget accountable.Lowered Overhead Expenses* $500,000 in workforce costs avoided by creating and deploying more efficient trading support and accounting process and reporting controls to satisfy Sarbanes Oxley and System and Organization Controls audit requirements.* $250,000 of overhead reduced and four days of quarter-end processing time gained by integrating the company’s accounting system with third-party loan-management market data feed.* $100,000 pulled from the personnel budget by structuring more productive procedures for queuing workloads and the use of team-built spreadsheets to interface with the IBOR system. * 500 hours of annual offshore labor eliminated by justifying through cost-benefit analysis the bottom-line gains available through incorporation of robotic process automation (RPA) technology.Improved Efficiency with Technology* $1 million in accounting operations expenses removed by designing weighted forecast models of potential trading activity identifying opportunities to outsource specific tasks to more economical contract providers.* Reengineered the process used to calculate fund performance by offshoring, canceling third-party services and integrating custom software platforms generating $1 million in annual savings through reduced resource costs and eliminated license fees.* Decreased the number and cost of IT projects initiated to customize reporting software by widening associates’ use of third-party, self-service business intelligence (BI) modules.

Los Angeles, Ca, Us

Led world-wide support staff of 26 in delivering customer service to 1,200+ clients in 17 offices. Budget accountable.* $2 million in client productivity preserved by professionalizing the IT department through deepened analysis, application of metrics, KPIs, fact-based decision-making, and focused interaction with senior management.* Established an intranet-based library of self-study documentation supported by technology training and proactive communication. The expanded service lowered help requests on covered topics 50%.* Learned to write scripts needed to update desktop applications establishing my department as the prime software support unit and giving employees back $1 million-worth of time previously spent maintaining computers.* $200,000 of application control and client administrative expenditures bypassed by shifting involved functions from headquarters to an offshore office providing 7/24/365 support augmented with accelerated response time.

Los Angeles, Ca, Us

Led world-wide support staff in delivering customer service to more than 1,000 users in 16 offices.* $500,000 of below-budget spending recorded by spearheading creation and deployment of an offshore help desk capable of providing round-the-clock support across multiple departments.* 90% customer satisfaction rating regarding technology support reached by establishing four-tier approach, improving department morale, and proactively interacting with all business units.* Shepherded the establishment of an offshore help desk by executing a sequential launch plan that introduced the revised service on a department-by-department basis allowing for clients’ gradual acceptance and approval.

* Automated market operations for a wide variety of interest-rate and credit derivatives allowing data to flow directly from trading systems to back-office platforms without manual intervention. * Convinced the client to change a favored-but-failing project plan to an alternative based on achievable short-term milestones with a greater probability of benefiting the organization.* Guided the development of an operative trading platform for OTC derivatives on behalf of a globally dispersed organization, leading process consolidation, minimizing operational risks, and training users.* Transformed the client’s business from a batch processer to a company using real-time, online reconciliation of trade details by automating previously manual functions.

Charlotte, Nc, Us

Countrywide Securities (Countrywide Home Loans)Responsible for project management methodology and owner of the platform for supporting derivative trading. • $500 million in incremental revenue produced by originating pricing and risk-analysis tools that monitored rates and volatility in real time and calculated the impact on the company’s newly launched mortgage-backed derivatives.• Composed and taught classes to IT developers on securitization, structured fixed income, and derivatives plus managed training and mentoring for an international online, video-based professional education company.• Led assessment of acquisition target’s technology resources, applying six-sigma methodology. • Provided investment and cost-savings analysis and coordinated the gathering of Legal Day One risk requirements.• Expanded the company’s business base from mortgages to derivative trading and fee-based asset management.• Forestalled possible conflicts with Wall Street by structuring a detailed, $10 million integration of trader and support team asset analytics into a single platform.• Remediated an audit finding by directing a cross-functional team in the forging of a methodology to create and distribute under emergency deadlines daily marks and duration on mortgage loans.Foundational Experience:Assistant Vice President Client Services & Manager of IT | Capital Management Sciences, Los Angeles, CA• $2 million in new sales generated by expanding the business base through introduction of an economy-priced SaaS ASP product that scaled to meet large customer needs while appealing to price-conscious smaller institutions.• $100,000 in annual outlay reversed by training secondary-level associates to perform fixed-income analytics and resolve technology issues traditionally assigned to higher-income client relationship managers.

Mba, Finance

Ba, Visual Arts: Media Production