Jeff Bittner Email & Phone Number

Leawood, Ks, Us

Leawood, Ks, Us

Overland Park, Kansas, United States

Lean Industries LLC [subsidiary of Jonas Software] Clients include 1-top 30 US bank [based on deposits], 1-2021 top ten ranked IDC FinTech company, and 1-Financial Services Company [FSC]Responsible for project managing 3 concurrent client software implementations in the end-to-end software development and deployment process for disputes management & resolution software product under Agile methodology; projects represent significant revenue to the company• Managed 3 project teams (1-10 person team; 2-5 person teams) • Interfaced daily w/client project management teams to report status, define scope, establish deliverable timelines, engage in defect resolution • Utilized JIRA, ADO and MS Project tools extensively to manage deliverables for each Sprint, including building dashboards and reports• Coordinated requirements change control process, sizing level of effort and cost with Development Team; worked w/Sales Team to complete and deliver SOWs• Reported weekly status to client executive leadership teams• Provided monthly/quarterly reports to Sales Team for client billing • Incorporated process improvements to increase efficiency and reduce expenses for clients; best practices were shared w/internal company project managers to improve their client experience• Maintained solid relationships w/client project team and client executive level team

Director/Consultant | May/2016 to February/2020Tier I Bank - TCS BaNCS ImplementationBuilt and applied methodologies & frameworks to assist in the documentation of business scenarios/ sub-scenarios that translated to test cases and design documentation for the successful replacement of legacy loan systems• Built validation tools using SQL/Oracle to automate testing validation process; validation tools reduced manual testing costs• Assisted in building an automation testing process with the project Automation Team using Selenium and SQL/Oracle tools; automation testing process reduced testing costs • Built test tracking templates to track status and completeness of testing• Worked directly with vendor to resolve software bugs• Used 6 sigma concepts to add efficiencies in the overall end-to-end testing process

Managing Principal/Consultant | APR/2015 to DEC/2016Tier I Bank Client Built and applied methodologies & frameworks to assist in the documentation of business requirements and design documentation for the replacement of an internally developed international funds transfer system with a money transfer system solution• Acted as liaison between bank and vendor; performed project management role• Built documentation templates to track configuration settings and customization routines; • Built future state end-to-end process flows detailing the flow of a payment from origination to settlement • Built 5-year financial forecasting model to forecast and track project spend; model included actual to budget variance analyticsManaging Principal/Consultant | DEC/2012 to APR/2015Tier I Bank Client – Global Branch Expansion (GBE) Project Assisted bank in GBE effort into ~25 countries• Led effort to document Electronic Funds Transfer business requirements for Canada branch; liaison with direct clearer partner bank; documented requirements related to interface with partner bank including file transmission, file formats, cutoff times, payment types, validation rules• Built future state end-to-end process flows detailing the flow of a payment from origination to settlement • Built 5-year financial forecasting model to forecast and track project spend; model included actual to budget variance analyticsManaging Principal/Consultant | SEP/2010-FEB/2011Tier I Bank Client – ATM End-to-End Cash Processing ReviewLed project team engaged to identify deficiencies and risk mitigation solutions in the cross-functional ATM cash management, reconciliation, and vendor management operational areas Managing Principal ABeam Consulting | September/2010-February/2011Armored Carrier Vault Audits in Puerto RicoLed team in performing end-to-end armored carrier vault audits to ensure sufficient internal controls in place to mitigate risk of cash loss to bank clients

Kansas City, Missouri Area

FINANCIAL MODELING & REPORTING • Built and maintained all financial models: models greatly enhanced SLT (Senior Leadership Team) visibility into financial information & ability to value new business opportunities • Built GAAP/STAT reporting infrastructure & converted all financial statements from Crystal to Business Objects Reports; financial reporting/ consolidation process reduced from days to minutes • Built & owned all variance over plan reporting; standardized reporting structure; reduced compilation time from days to hoursPROCESS OWNERSHIP • Built G&A Expense process from ground up, including creation of standardized templates, compilation of annual budget & variance over plan analysis ($25 million budget) • Took ownership & enhanced strategic planning process for all lines of business; standardized information gathering templates; built timeline for completion; communicated to SLT & Product Line managers; owned all pro-forma financial projections & related metrics • Prepared Sarbanes-Oxley documentation for Finance • Assisted in Bonus Monitoring process & calculation EXTERNAL COMMUNICATIONS • Coordinated & compiled all Board of Director presentations, met all deadlines • Generated all projections for AM Best, S&P, & State Dept. of Insurance and presentations ACQUISITION / DUE DILIGENCE • Assisted in valuation & due diligence of acquisition candidate • Generated all financial projections & compiled all supplementary information for acquisition by to-be parent company, financial statements baseline used by ultimate parent (State Auto) for acquisition

Overland Park, Ks

Accounting Engine Team Leader/Project Manager October/2003-October/2006• Implemented a successful multi-year global ERP solution; project initiation to Go Live of pilot entities in US and Denmark including requirements->build->testing->implementationFinance Manager, Financial Planning & Analysis February/2003-October/2003• Built & enhanced end-to-end Financial Planning & Analysis processes; increased accuracy, reduced throughput timeGlobal Operations Process Leader – Finance January/2002-February/2003• Established new cost center structure; remapped cost centers and GL accounts to correct rollup; eliminated intensive manual mapping & improved analytics for leadersAchievements• Earned GE Leadership Awards 2003, 2004, 2005, 2006• Earned GE Achievement Awards 2003, 2004, 2005• Earned Green Belt Certification

Dallas, Tx

Responsible for • Project management and installation / implementation of ATM cash forecasting & cash inventory management tool• Database setup and technical ATM expertise, management of project timelines, expectations, and deliverablesClientsBank of America – multiple US sitesCanadian Imperial Bank of Commerce – Toronto, ON, CanadaNationwide Building Society – Swindon, United Kingdom Alliance & Leicester – Liverpool, United KingdomLloyds TSB – Leeds, United KingdomSecuricor – Sutton, United Kingdom

Worked with and directed project teams performing Check Clearing Reviews, Reserve Requirement Reviews, Cash Control Studies, Item Processing Reviews, & Corporate Cash Management Reviews for financial institutions; identified opportunities to restructure transactions and reclassify assets & liabilities, thus reducing institution’s reserve requirement & non-earning assets

Master Of Business Administration (Mba), Corporate Finance And Investments

Bachelor Of Arts (Ba) - Magna Cum Laude, Accounting