Jack Gross Email & Phone Number

New York, United States

Buffalo/Niagara, New York Area

IT project management of several initiatives furthering the excellence of patient care at RPCI.- Implemented Clinical Pathways (Via Oncology)- Implemented redesign of HEALTHeNET collaborative application- Implemented ServiceNow Portal- Implemented Planview Enterprise Project Management Software

Buffalo/Niagara, New York Area

Senior Consultant contracted through TEKsystems.Focused on IT Vendor Management, redesign of IT RFP Process, IT Project Kick-off and establishing documentation of new IT policies/procedures.

Buffalo/Niagara, New York Area

Program Manager contracted through Lighthouse TechnologiesManaged the IT Risk Program for the Greenfield Project covering six Workstreams

Buffalo/Niagara, New York Area

Senior Project Manager contracted through TalentBurst / Globalquest. Managed two projects on the Enterprise Governance, Risk & Compliance (eGRC) Program.Supported the PMO on the BSA/AML Program, centralizing and fine-tuning their SharePoint Sites.

Buffalo, Ny

Lead project manager on the successful implementation of the new Risk & Control Assessment program across HBUS. Provided project tracking, status and metrics to Businesses and Senior Risk Management. Liaised with Business areas throughout HSBC on their Risk and Control Assessments and performed Quality Assurance of same. Assisted in the US implementation of the new Op Risk platform – ORION and performed user testing on risk and control key indicators.

Buffalo/Niagara, New York Area

Successfully managed and delivered project implementations utilizing six sigma and project management tools. Latest accomplishments include the successful implementation of Payment Operations Projects FTP - the new PeopleSoft general ledger system Global Resourcing - placing operational teams in Global Service Centers around the globe: China, India, Sri Lanka and Malaysia Onshore and offshore data file processing and management Vault currency management & forecasting system.

Buffalo/Niagara, New York Area

Managed Securities Processing staff of 28 in Buffalo, NY and 10 in Bangalore, India encompassing highly complex and multi function operations with changing regulations and global migration issues. Migrated 25% of domestic operation to India. Reduced non-migration expenses by 10% in 2004. Implemented performance measurement metrics, benchmarked at 98%, consistently exceeding 99.2% Introduced training initiatives for domestic and foreign staff to reduce risk and address industry complexities.

Buffalo, NY Clients: Apex Transportation & Tours, Budget Car Rental & SalesRaleigh, NC Clients: Airport Express (RDU Airport)Reviewed financials and business operations. Implemented recommendations pertaining to operational process improvements, accounting controls, hiring practices, employee theft and management reporting. Saved clients over $500K by streamlining and standardizing processes through systems usage and tracking to improve quality, production and purchasing standards. Advised ownership in dealings with airport authorities and Homeland Security regarding security measures, airport timeliness and overall client services. Created procedures and trained staff in HR, Systems and Operations. Created shuttle ticket process that reduced employee theft by 90%. Upgraded staff by addressing hiring policies, procedures and standards with business owners.

Raleigh-Durham, North Carolina Area

GHRS - Global Human Resource Solutions, Beneficiary Support TeamDirected efforts of 150-seat multi-site call center that administered death case processing for Fortune 100 Companies’ Defined Benefit, Defined Contribution and Health & Welfare Plan participants and their families. Devised and implemented $1.1MM in one-time expense reductions in case processing through technology and process improvements. Increased productivity by 20%. Improved morale. Cut turnover from 43% to 18%. Created a positive, professional, team-first atmosphere. Merged New Jersey BST group into Cary operation, creating a one-time savings exceeding $800,000. Enhanced New Client Implementation project plans by shortening the average project length by 3-6 months and the implementation of new services and system improvements for all clients.

Greater Milwaukee Area

Managed outsourcing relationships through a consultative and business advisory approach ensuring client satisfaction, retention/contract renewal, revenue maintenance and enhancement. Led outsourcing sales presentations and conversion activities. Managed 6 exempt-level Client Service Managers accountable for resolving outsourcing clients’ daily operational issues. Increased outsourcing fee revenue 15%. Sold additional services or system features. Managed high profile relationships through continuous client contact, handling complex and technical business, account and securities issues. Client list accounted for over 65% of outsourcing fee revenue. Increased staff retention and strengthened client relationships by providing system training and troubleshooting to Client Service Managers and outsourcing clients.

Greater Milwaukee Area

Directed 6 Operations Managers and 75 employees in Securities Processing for M&I Trust and 25 Outsourcing Customers. Created RFP's and managed vendor relationships: DTC, Fed Reserve, Euroclear, Xcitek and Global Custodians. Saved $50K through automating trade and free security activity. Increased in-house productivity by 40%. Created an Operations Risk Management program. Meritoriously cited by Federal Bank Examiners. Automated the security reconciliation process at all depositories to include all outsourcing assets, reducing risk and losses by 50% in 1997 and 20% in 1998.  Implemented quantifiable Customer Service Performance Standards and the corresponding metrics to benchmark and gauge the quality of securities services to clients.

Winston-Salem, North Carolina

Income Processing, Mutual Funds & Asset Control Manager Managed 4 trust operations managers and a staff of 40 employees who processed all aspects of mutual funds, free security activity, account transfers and securities income. Implemented an automated Mutual Fund Trading Process yielding a 25% Productivity Improvement.  Created and scripted the income processing transaction methodologies as a member of the Legacy-to-FTI Réal Systems Conversion Project, ensuring smooth, streamlined income processing on the new system.

Buffalo/Niagara, New York Area

Managed 35 staff responsible for securities trading, clearance, transfer and control, vault, wire transfer, asset file maintenance and depository balancing. Managed vendor relationships: DTC, Fed Reserve, Euroclear, Xcitek and Global Custodians. Part of RFP Team. Led legacy-to-NCS Trust Systems Conversions for Operations.Also served as:~ Employee Benefit Trust Operations Manager (with 2 concurrent assignments as Corporate Trust Operations Manager and as Corporate Trust Administrator)~ Trust Compliance Manager~ Research & Compliance Auditor~ Visa Credit Counselor~ Branch Teller - Customer Service Representative

Mba, Finance, Marketing

Bs, Management, Acounting

All university & graduate course work completed while working full-time.

Education record

Education record