Keith Di Fiore, Pmp

Keith Di Fiore, Pmp Email and Phone Number

Senior Strategy and Operations Leader (Contract) @ Intuit
San Diego, CA, US
Keith Di Fiore, Pmp's Location
San Diego, California, United States, United States
Keith Di Fiore, Pmp's Contact Details

Keith Di Fiore, Pmp personal email

Keith Di Fiore, Pmp phone numbers

About Keith Di Fiore, Pmp

GROWTH, STRATEGY & TRANSFORMATIONAL CHANGE EXECUTIVEI'm a transformational leader with over 15 years of driving strategy, organizational enhancements, sustainable growth, and cross-functional collaboration for global financial services companies. I excel in developing data-driven strategies to accelerate innovation and guide digital transformations that boost productivity, enhance scalability, and improve data-driven decision making, as well as cultivate partnerships across all levels to promote shared goals and develop high-performing teams. I'm passionate about tailoring solutions and championing major change initiatives that incorporate emerging technologies to maximize efficiency, scalability and bottom-line results.LEADERSHIP & STRATEGY✓ Business Growth: • Strategic Planning • Competitive Analysis • M&A Strategy • Innovation Programs • Emerging Technologies✓ Analytics & Insights: • Data Analytics • Business Intelligence • Data Visualization • Benchmarking • Industry Research✓ Change Management: • Cross-Functional Collaboration • Executive Partnerships • Team Development • Talent Management • Communication & StorytellingSELECT IMPACTS✓ Achieved 90% efficiency gains and time savings leading major change initiatives at Korn Ferry.✓ Managed due diligence and integration of $1B+ mergers and acquisition deals, driving strategic expansion at the New York Stock Exchange.✓ Enhanced project visibility and governance establishing Program Management Offices (PMO) best practices at Oaktree and Bridgewater.✓ Transitioned 30% of staff to nearshore locations, reducing costs at UBS.CERTIFICATIONS & TECHNICAL SKILLS✓ Project Management Professional (PMP) ✓ Projects in Controlled Environments (PRINCE2)✓ Systems, Applications and Products in Data Processing (SAP)✓ Systems/Software: Salesforce, Workday✓ Analytics/BI Tools: Power BI, Advanced Excel✓ Project Management: Jira, MS Project, Asana, Daptiv, AgileEager to connect with professionals passionate about driving business growth and transformation. Let’s explore opportunities together!

Keith Di Fiore, Pmp's Current Company Details
Intuit

Intuit

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Senior Strategy and Operations Leader (Contract)
San Diego, CA, US
Website:
intuit.com
Employees:
17010
Keith Di Fiore, Pmp Work Experience Details
  • Intuit
    Senior Strategy And Operations Leader (Contract)
    Intuit
    San Diego, Ca, Us
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  • Perplexity
    Strategic Growth & M&A Executive | Ai Business Fellow @ Perplexity | Driving Innovation & Operational Excellence
    Perplexity
    San Diego, Ca
    View
  • Aequor, Inc.
    Chief Strategy Officer (Cso)
    Aequor, Inc. Nov 2023 - Present
    San Diego, California, Us
    Reporting to the founders to drive fundraising and oversee day-to-day operations, develop and execute business plans, managing finance and sales strategies, and leading strategic planning initiatives.Strategic Impact:✓ Lead go-to-market strategy, focusing on market penetration and customer acquisition.✓ Spearhead investor relations, driving seed funding round.✓ Evaluate acquisition offers for strategic alignment.
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  • Everest Strategic Partners Llc
    Chief Executive Officer
    Everest Strategic Partners Llc Feb 2021 - Present
    Leading the firm to provide strategic consulting and advisory services, partnering with organizations to accelerate business growth, innovation, and digital transformation.Operations Impact:✓ Championed major digital transformations, including Salesforce platform enhancements for Korn Ferry, resulting in over 90%-time savings, 30% productivity gains, and revenue growth. Led change management and automation initiatives, including the development of a roadmap for automating and optimizing 100+ reports.✓ Partnered with Realtor.com’s Executive Leadership Team to streamline business, operational, and strategic review processes through cross-functional collaboration and communication strategies, sparking revolutionary organizational change, strengthening leadership alignment, and projected efficiency improvements of over 50%.
  • Oaktree Capital Management, L.P.
    Vice President
    Oaktree Capital Management, L.P. Jul 2019 - Jan 2021
    Los Angeles, Ca, Us
    Reporting to the SVP of Finance Operations, defined and implemented enterprise-wide strategy to optimize financial systems and data governance; led cross-functional teams through requirements gathering, development of phased rollout approach, and successful adoption of Workday platform resulting in significant efficiency improvements; and architected new enterprise data governance framework bolstering security, integrity, and analytics.Optimization Impact:✓ Rolled out Workday platform, driving adoption and achieving significant efficiency improvements in expense processing and reporting.✓ Architected enterprise data governance framework, enhancing data analytics capabilities and reducing low-value data tasks by 75%.
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  • Bridgewater Associates
    Head Of Program Management Office (Pmo), Real Estate & Facilities
    Bridgewater Associates Dec 2017 - Feb 2019
    Westport, Connecticut, Us
    Reporting to Chief Operating Officer of Real Estate & Facilities Department, was responsible for leading strategic planning and execution of department-wide operational optimization initiatives, which included the management of a lean PMO team including two direct reports – an analyst and project manager. Provided leadership and direction for project portfolio management activities; delivered projects optimizing employee transportation, food services, conference rooms, and mail delivery; tracked and analyzed KPIs related to delivery, costs, and performance to drive optimization; partnered with project managers to ensure consistent standards and adoption of new frameworks; and developed plans and initiatives to support strategic objectives for the department.Execution Impact:✓ Transformed project management through new frameworks and Daptiv PPM system, increasing on-time delivery and reducing costs.✓ Enabled data-driven decision-making for strategic projects and optimized resource allocation.✓ Streamlined operations and improved employee experience via transportation, dining, conferencing, and mailroom upgrades.
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  • Ubs
    Head Of Change Management, Compliance & Operational Risk Control, United Bank Of Switzerland
    Ubs Jan 2015 - Dec 2017
    Zurich, Ch
    Reporting to the Global Head of Change Management for Compliance & Operational Risk Control, was responsible for maintaining regional change management framework aligned to global framework across areas including Strategic Change, Process Excellence, Location & Sourcing Strategy, IT Change, Risk Remediation and Regulatory Change Management. Led strategic initiatives to comply with Dodd-Frank Act regulations. Managed a team of 3 analysts and external compliance consultants. Developed and executed detailed remediation plans.Compliance Impact: ✓ Led strategic initiatives achieving Dodd-Frank compliance and enhancing regulatory preparedness. ✓ Spearheaded location transition to lower-cost centers, reducing operating costs by 30% seamlessly. ✓ Strengthened regulatory compliance by conducting comprehensive review of 400+ Federal Reserve letters. Mapped requirements to internal policies and controls to identify gaps. ✓ Established a U.S. holding company structure that enhanced resolvability and addressed "Too Big to Fail" requirements for systemic financial institutions.
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  • Nyse
    Managing Director, Corporate Development & Strategy, New York Stock Exchange
    Nyse Dec 2005 - Dec 2014
    New York, Ny, Us
    Reporting to the Head of Finance, was responsible for defining and executing corporate development strategy including leading due diligence and post-merger integration for acquisitions and joint ventures totaling over $1 billion in aggregate. Managed cross-functional teams across departments while developing transparent communications strategies and fostering alignment among stakeholders to drive strategic expansion. Conducted in-depth market analysis to inform strategies and resource allocation; hired, coached and developed a team of 5 analysts, promoting collaboration to enhance branding, product development, client retention, and overall performance.Development Impact:✓ Identified and captured $550M in synergies from NYSE acquisition through diligence and integration. ✓ Led due diligence enabling $1B+ strategic acquisitions and revenue growth.✓ Accelerated growth in Asia and expanded commercial client base through strategic acquisitions.✓ Drove engagement generating $175M cost savings through streamlining operations and reducing complexity.✓ Developed integration center of excellence, maximizing value capture post-merger.✓ Enabled strategic acquisition and ~$8M savings through business evaluation and recommendations to Sr Management. ✓ Established diligence methodologies and training, reducing risk and ensuring consistent execution.
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Keith Di Fiore, Pmp Skills

Strategy Financial Services Management Risk Management Program Management Analysis Crm Equities Mergers And Acquisitions Leadership Change Management Capital Markets Integration Strategic Planning Trading Business Analysis Financial Markets Vendor Management Fixed Income Due Diligence Securities Derivatives Team Management Pmo Executive Management Banking Product Development Market Data Electronic Trading Customer Relationship Management Relationship Management Training New Business Development Research M&a Experience Agile Project Management Project Management

Keith Di Fiore, Pmp Education Details

  • University Of Delaware
    University Of Delaware
    Double Major: Finance; Marketing; Minor: Management Information Systems

Frequently Asked Questions about Keith Di Fiore, Pmp

What company does Keith Di Fiore, Pmp work for?

Keith Di Fiore, Pmp works for Intuit

What is Keith Di Fiore, Pmp's role at the current company?

Keith Di Fiore, Pmp's current role is Senior Strategy and Operations Leader (Contract).

What is Keith Di Fiore, Pmp's email address?

Keith Di Fiore, Pmp's email address is ke****@****ail.com

What is Keith Di Fiore, Pmp's direct phone number?

Keith Di Fiore, Pmp's direct phone number is +121282*****

What schools did Keith Di Fiore, Pmp attend?

Keith Di Fiore, Pmp attended University Of Delaware.

What skills is Keith Di Fiore, Pmp known for?

Keith Di Fiore, Pmp has skills like Strategy, Financial Services, Management, Risk Management, Program Management, Analysis, Crm, Equities, Mergers And Acquisitions, Leadership, Change Management, Capital Markets.

Who are Keith Di Fiore, Pmp's colleagues?

Keith Di Fiore, Pmp's colleagues are Barrett Keene, Phd, Francisca Barros, Okoro Loveth, Steve Berkam, Souvik Bose, Shelley Mo, Patrick Harrison.

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