Compensation Analysis & Operational Reporting• Responsible for the development of annual Sales Incentive compensation plans for Distribution organization, including: o 5 major Sales Representative roles o Distribution Manager and Executive roles o Account Manager and Client Executive rolesModel multiple scenarios for each role, balancing corporate objectives, budget, and Sales Plan objectives• Design annual Broker Incentive Compensation Plans for multiple business units, modeling various plan options and scenarios• Lead cross-functional teams to implement both Internal and Broker Compensation Plans, define scorecard parameters, and ensure IT design will support accurate calculations and payments• Report on key operational performance and profitability metrics, including Sales Reporting for multiple business units; redesigned sales reporting environment to ensure accuracy through appropriate controls• Lead BU Expense Management team. Responsible for strategic planning, annual budgets, periodic forecasts and monthly variance analyses• Drive operational prcoess efficiencies in conjunction with business partners through the development and use of staffing/capacity planning models• Manage a team of managers and analysts

BridgePoint Group specializes in improving the service capabilities and competitive positioning of leading Retirement Services organizations.• Perform competitive cost benchmarking and analysis of key drivers of cost• Perform comprehensive assessments of operating model including processes and role with recommendations centered around driving efficiencies and scale• Assess operating metrics for appropriateness and develop new metrics, management KPI dashboards, and scorecards• Calculate scale and efficiency gains from process improvement initiatives’• Develop comprehensive process improvement recommendations, centered around tenets of Management Operating Discipline • Coach clients on creation of appropriate management and measurement routines• Provide clients with a comprehensive implementation roadmap for recommendations

• Responsible for Executive KPI Management Reporting & Analysis. Present results at monthly and quarterly Operating Reviews to Company President and Executive Management Team.• Managed data, reports, and analysis for multiple functions including Operations, Participant Services, Sales, and Relationship Management. Used statistical techniques to pinpoint opportunities for performance improvements.Examples include:o Comprehensive Sales Pipeline and Client Risk Analysiso Account Executive and Managing Director Scorecardso Variation Analyses for Participant Serviceso Daily Operational Processing Efficiency resultso KPI calculations for all functions• Partnered extensively with the business units heads to develop appropriate performance measurement KPIs that provide insight and transparency into operational and individual associate results. Lead annual target setting process.• Managed a server-based reporting infrastructure to ensure data accuracy and consistent metric definitions and calculations.• Managed a team of 23 on-shore analysts and managers plus responsible for giving direction to an off-shore team of 20+ analysts.

• Created and delivered operational reporting & analysis for multiple Participant Channel business units. • Delivered consolidated KPI and Management Reporting for executive and functional leads.• Created performance KPIs for Participant Servicing associates. Created framework for measurement of overall associate performance and ranking for quarterly bonuses.• Oversaw the development and maintenance of reporting databases and related systems to ensure data accuracy and consistent metric definitions and calculations. • Managed a team of 20 on-shore analysts and managers plus responsible for giving direction to an off-shore team of 12 analysts.

Fidelity Technology Company • Led and managed Financial Planning and Analysis team for two business units in a shared services environment.• Managed expense forecasting processes, including annual budgets and periodic outlooks.• Managed rate analyses for project-based development work and volume-based services.• Provided analysis and commentary on financial results to CFO, Company President, and senior management team.• Provided decision support analysis for target setting, financial outlooks, and business planning.• Managed a staff of eleven finance professionals.

• Advanced through progressively more senior Finance roles in Retail Brokerage.• Performed Controllership, Financial Planning & Analysis, and Project Management roles.• Managed small teams of financial analysts.

Responsible for all P&L issues for three business units: Global Prime Brokerage/Securities Lending, Regional Specialists and Stock Exchanges, including the preparation of financial reports, creation of annual budgets, and documentation for regulatory agencies.