Howard Perlstein Email & Phone Number

Boston, Ma, Us

Greater Boston Area

Make Your Change Count™ is a program that teaches financial literacy, digital literacy and professionalism to to people facing the greatest barriers to employment, including jobseekers experiencing homelessness. We have reached over 2,100 people in four leading human services agencies across seven locations. 90% of participants report better or much better financial literacy. 94% report making a positive change as a result of our classes. 92% would recommend us to a friend. And, 100% say the information we impart is useful.Many of the women and men we serve have complicated financial and personal histories and little to no prior financial education or exposure to current technology. We exist to help people rebuild their lives.We move their needle, not the needle we assume needs to move. We are laser focused on participant needs and success.We hope to provide our students with the foundational financial, digital and professional knowledge they need to sustain their transition from poverty and homelessness. We want people to make their change count in every way possible.✔WHAT OUR STUDENTS SAY “It helped me care about my life.” “I learned it’s important to think about where I want to be financially in my future.” "I went from living on the floor (at the local shelter) to this nice luxury condominium and that I thank you for. My credit score is now 640 because of going through your money management of course. Without that I would have never got this apartment." "Whatever you do, don’t stop! I’ve saved $2,500 because of your program and I’m now living in my own place."

Massachusetts

An execution-based consulting practice that transforms organizations to achieve your strategic and operational outcomes. We do what's right, the right way.✔Allstate Insurance • Conducted stakeholder alignment interviews with IT senior leaders around new process for enterprise IT to deliver new products and services for 10,000 person IT group.• Developed communications and stakeholder management strategy for enterprise-wide PMO, IT Delivery and Risk Management, Agile Coaches and newly-formed enterprise-wide change management function for 40,000 employees. ✔John Hancock Life Insurance • Developed and implemented process to facilitate physical consolidation of 4,000 employees in four months while transitioning to Agile space, open plan and unassigned seating.• Partnered with agile coaches, IT and operations leaders to develop change approach to address gap between business and IT and expand agile transformation beyond IT/engineering. Fluent in SAFe v5.0. ✔Boston College• Defined, mapped and analyzed end-to-end business and IT processes and over 66 distinct sub-processes. Isolated 10 key areas to improve.• Facilitated multi-level, cross-functional team through root cause analysis to develop change projects and shared priorities.✔Harvard Business School• Redesigned and implemented 60-person organization with new Executive Director to maximize growth and relevancy during transition from print to digital in less than 4 months.• Led and coached 7+ senior leaders to distill and simplify 200+ pages of strategy documentation to one page. Implemented time-based organization mission, vision and priorities.✔Approach:Embed in org. Build, lead and manage cross-functional teams. Coach leaders and staff. Manage risks. Engage organization. Design, conduct, manage, facilitate and/or initiate one-on-ones, workshops, surveys and decision-making with senior leaders. Partner with Business Teams, C-Suite, Agile Coaches, Finance, HR and IT.

Top-3 performer out of all East Coast consultants. Acknowledged execution expert and thought leader in change management, IT-driven change, IT benefits realization and organizational design. Recognized as go-to problem solver with exceptional program management and leadership skills. Held leadership and project management roles on firm’s most important clients. Selected for firm’s most challenging organization transformation and technology integration projects – including finance function merger of Price Waterhouse and Coopers&Lybrand, financial re-engineering and SAP implementation at GE and SAP implementation at Pratt & Whitney. Promoted three times in five years with individual billing exceeding $2 million.

Improved and managed $800 million worldwide budgeting and planning process by delivering process that saved 300 man hours per year in management by consensus environment.

Initiated, developed and implemented internal finance function. Developed and implemented first-ever company-wide revenue, expense, headcount and capital budgets in three months. Co-effected company shutdown three months ahead of schedule.

Established and managed first cost accounting department for this $55 million domestic manufacturer of industrial and commercial water purification equipment. Directed cost accounting systems implementation and operation.

As Financial Analyst, prepared and analyzed quarterly forecasts and annual budgets for orders, revenue and expenses for $60 million US sales organization. Provided budget, financial and operations support to Research and Development, Marketing and Headquarters. As credit analyst, managed accounts receivable in excess of $2 million. Trained credit personnel. Developed credit policy for sales.

M.B.A, Masters In Business Administration

B.S., Business