Accomplished, results focused Senior Finance Manager with expertise in financial planning & analysis and project management. Strategic partner and dedicated leader providing insightful financial analysis that influences key business decisions. Earned reputation for executing on key finance projects working with regional leaders to optimize delivery methods. Proven communication skills, building strong relationships at all levels in the organization, as well as effectively translating complex information in a succinct and clear manner. Areas of expertise:• Financial Planning & Analysis (FP&A)• Project Management• Strategic Planning• Team Leadership: Engagement, Mentorship, Talent Retention• Generally Accepted Accounting Principles (GAAP)• Due Diligence (M&A)► PROJECT MANAGEMENT: Led report standardization and automation efforts, as well as process efficiency improvements, while also focusing on broadening financial task migration from on-shore locations to off-shore utility team. ► FINANCIAL PLANNING & ANALYSIS: Developed and implemented financial measurements and organizational reporting structure enhancing management decision-making and timeliness. Re-engineered key financial processes, delivering unified cadence across business lines impacting forecasting, month-end close and reporting. ► DUE DILIGENCE (M & A): Spearheaded multi-faceted post-closing financial integration activities through detailed analysis focused on best-in-breed functional capabilities across investment boutiques. Guided analytical efforts for business integration costs, delivering on time and within budget for synergy and integration reporting. Available to discuss new opportunities. Please contact me @ jpshea101@gmail.com
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Chief Financial Officer, North American Distribution And DirectorBny Mellon 2019 - 2021New York City Metropolitan AreaLed global finance team in support of North American Distribution, the sales unit of BNY Mellon Investment Management. Oversaw delivery for P&L budgeting and forecasting and KPI reporting for $300M revenue book of business. In addition, also managed India-based FP&A team focused on driving efficiencies and delivering high quality reporting for on-shore finance groups. -
Chief Financial Officer, Mellon And DirectorMellon 2017 - 2019New York, New YorkDirected FP&A activities for $500B multi-asset manager firm formed from combination of 3 investment boutiques. Led project team tasked with assessing and quantifying impacts from merger on products, clients, operations, and resulting expense synergies from combination of businesses. -
Chief Financial Officer, Asset Management Operations And DirectorBank Of New York Mellon 2011 - 2017Provided FP&A support for over $200M in expense across multiple functional departments. Coordinated budgeting and forecasting, including implementation of recharge methodologies. Created business review materials for Executive Committee. Operated cross-functionally to align business initiatives and financial activities to foster operational excellence. -
Controller, Asset Management Service CompanyBny Mellon 2007 - 2011Led merger initiative to integrate Asset Management divisions of Bank of New York and Mellon Financial. Provided analytics and financial reporting for high profile $50M integration spend. Drove operations business units to full absorption costing. Oversaw $160M budget with focus on implementing parity and transparency for cost recharges to benefiting investment boutiques.
John P Shea, Mba Education Details
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Finance -
Accounting -
Long Island University, C.W. Post CampusManagement / Marketing -
Xaverian HsHigh School Diploma
Frequently Asked Questions about John P Shea, Mba
What is John P Shea, Mba's role at the current company?
John P Shea, Mba's current role is Results-driven Senior Finance Manager | Deliver Robust FP&A | Project Management & Business Operations Leader.
What schools did John P Shea, Mba attend?
John P Shea, Mba attended Fordham University, Long Island University, Long Island University, C.w. Post Campus, Xaverian Hs.
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