Jim Burnick Email & Phone Number

Charlotte, Nc, Us

Bellevue, Wa, Us

Senior Director of Banking, Financial Services and Insurance vertical businessresponsible for identification of market/client needs and development of industry specific Contract Intelligence solutions with business Value Impact and leveraging world class AI technology.Results include:• (28) top banking clients and (14) insurance clients with robust AAR growth of over 25%• Development and execution of strategy and go to market approach for Banking and Financial Services based on industry opportunities and challenges• Workflow and efficiency improvements between Front office (Business side); Middle office (Risk, finance, governance/compliance); Back office (treasury, origination, underwriting, claims); and Corporate (finance, procurement, IT, HR, Ops) • Customer needs assessment and value drivers, market intelligence, industry trends, competitive positioning with business value impact analysis.• Launch and commercialization of Sell side Banking and Financial Services solution for Capital Markets and Investment Banking applying best in class technology leveraging Generative Artificial Intelligence (AI).• Analyst presentations, conference speaking engagements, webinars, Vlogs, and white papers with expert point of view• Development of strategic partnering/ISV relationship opportunities, and enablement for the BFSI industry.

Stamford, Ct, Us

Managing Director responsible for identification of market/client needs and development of new innovative solutions within the $23T asset global financial services market. • Responsibility for:- C- Level Client meetings, strategy/budgeting, customer needs and insights, market intelligence, industry trends, solution development, and sales enablement- Market and solution development, customer/industry opportunity assessment, "Go to Market" strategy, build/ launch of Financial industry digital technology solutions. - Customer ExperienceResults include:- Organizational transformation from product focus, to industry focused approach driven by specific challenges faced by financial services clients.- Launch and positioning of key financial solutions to Financial market (Branch Transformation, Compliance, Single view of Property, Top of Wallet)- Enable global sales and service Teams on business case, value selling, Customer experience and impact- Customer journey mapping and design thinking workshops with key clients for “super fluid” behavioral experiences- Cross functional influence to develop team infrastructure, recruit business and technical resources, and develop solution strategies (Marketing, Sales, Service, Fulfillment, Ops).- Development of Fintech relationships for value chain solutions (i.e. data, API, Saas)- Presenter at conferences/industry analysts and author of white papers on Financial trends in digital transformation, risk, and compliance

Charlotte, Nc, Us

• Business Technology Executive responsible for design, development and execution of Global Technology strategy for Desktop and Electronic Communications (250,000+ employees in 35 countries)• Implementation of strategic Business/Technology engagement model to improve interaction and alignment between technology and Business teams• Development of a service management framework(activity based) to enable efficient technology product lifecycle management and pricing transparency with supporting business value impact.• Development and execution of operating model for Identification, Mitigation, Monitoring, and Reporting of Enterprise Technology Risk- Risk segmentation governance and timing (i.e. new technology, technology roadmap, management, remediation of old technology) - KPI Metrics, Scorecards, and Control mechanisms for sustainability of “change”• Executive Leader appointed to drive role clarity and alignment between Global Delivery Center of Expertise (GDCE) and business resources for effective offshore resource utilization and labor arbitrage

Charlotte, Nc, Us

Business transformation Executive with team of (100+) employees focused on driving organic growth and operational excellence in areas of Innovation and Product management, HR-Leadership Development and staffing; Finance and Supply Chain; Global Learning Development; Corporate WorkplaceResults included:• $450MM Supply Chain productivity hard savings from $14B base spend through process re-engineering improvements, and vendor leverage• Branch and Channel Transformation innovation and Customer Experience• 40% improvement in Sourcing compliance model through online dashboard benefiting over 200 sourcing associates• Staffing productivity improvements of $30+MM through process optimization efforts in areas of candidate sourcing, recruiter optimization, and contract labor utilization• Operational risk management identification and remediation across all business/functional areas

Charlotte, Nc, Us

Executive of corporate sponsored initiative to drive organic growth through accelerated innovation at Bank of America. Results include the design. development, implementation of enterprise wide processes for Innovation and Product Excellence at Bank of America• Winner of Outstanding Innovator of the Year on behalf of Bank America from Business Week and Product Development & Management Association (PDMA). First time award to Financial Services company based on “Keep the Change” product and robust process design• Implementation of a enterprise product/channel innovation and product processes resulting in $8B mix shift to new product revenue with decreased commercialization cycle time of over 100 days• Deployment and execution of a strategic planning process (Hoshin Kanri) for cascading of enterprise 3-5 year strategic plan to all Lines of Business with goal setting, tactics, and management by fact (MBF). • Design and implementation of an Idea Management framework for capturing, screening, prioritization, and routing ideas for ownership, and execution. Implementation of ideas resulted in $400MM 5 year return as well as a 40% increase in IP / Patent portfolio

Norwalk, Ct, Us

• Business Transformation Executive - Mid Market Finance / Private Label Credit Card Businesses- Responsible for implementation of a $250M Global Mid Market Finance Shared Services integration through standardization and optimization of core business processes with Global team- Execution of 16 integrated transformation projects across major business areas (Sales, Origination Underwriting, Asset Management, Booking, Funding, End of Term Collections) for re-engineering of Global processes based on mid market Client requirements. Results included $97MM initial three year productivity savings- Customer impact leader for Tier 1 Private Label Credit Card clients (Home Depot, Lowes, Wal-Mart)- Responsible for quarterly development and deployment of Customer Dashboards and Scorecards for review with client senior leadership teams- Training and Enablement of senior executives and clients in Six Sigma Change discipline

Boston, Ma, Us

• GE PLASTICS GLOBAL MARKET DEVELOPMENT SIX SIGMA LEADER/CFO($1B. Global business unit)- Implementation of a DFSS Market Development / New Product Introduction framework for $40B. business- Responsible for development of metrics, dashboards, and scorecards at individual and LOB levels to measure results- Execution of $700MM annual incremental organic revenue growth through new markets/products/services- Master Black Belt for CEO sponsored Project to reduce $3MM annual revenue erosion due to pricing claims ($.18/lb.) and $3.5MM savings- Showcased project with Jack Welch(GE CEO) at annual Global Quality summit • GE PLASTICS CHIEF FINANCIAL OFFICER - Structured Products Division- CFO for $2B. Global GE Structured Products Division- Managed all aspects of P/L and balance sheet- Responsibility for modeling vendor outsourcing and China JV• GE PLASTICS FP&A SENIOR FINANCIAL ANALYST- Leader for Corporate financial reporting, budgeting, long range forecasting- Direct Financial responsibility for Superabrasives ($260MM), Silicones ($1Bil), and Electromaterials ($100MM) Businesses- Responsibility for quarterly Business Financial consolidation and rollup to Corporate Headquarters• GE CORPORATE FINANCIAL MANAGEMENT TRAINING PROGRAM (FMP)- Graduate of distinguished GE Financial Training Program- FMP (Top 5%)- Participated in Worldwide Rotational assignments in Finance roles across various Business units

Master’S Degree, Marketing

Finance /Audit, Financial Management