Jeff Bittner Email & Phone Number

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.
• 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

• 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.
• 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.
• 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.
• 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.

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.

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 &.
• 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

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.

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 &.

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

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