Gregory Perez Email and Phone Number
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Strategic and growth-focused finance professional with extensive experience in leading finance and budget operations, process improvement initiatives and data analytic product development. Proven track record of success in financial operations and reporting, business analysis, risk management, project planning and data analytics. Expertise in developing/implementing strategic business and financial plans, preparing and managing budgets, and leading teams to achieve shared visions and goals. Adept at driving efficiency and productivity by evaluating financial management systems, implementation of process improvements and maximizing data management/flows.
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Data Product StrategistFederal Reserve Bank Of New York Apr 2022 - PresentNew York, Ny, UsWork with stakeholders to strategize, develop and manage the organizations data and analytics roadmap, buildout of data strategy, foster a data driven culture, and ensure data & analytics adoption. Drive organization enablement and change management to ensure the Data and Analytics Office and overall federated operating model are aligned with the strategy.♦ Create and Manage a Bankwide Data and Analytics Community of Practice (2k+ members)♦ Prioritize data and analytic needs across the organization to create multi-year roadmaps and support wide-spreadadoption of strategic investments♦ Create relevant artifacts that analyze customer feedback, product analytics, process optimization, and delivery models to create compelling narratives that lead to stakeholder support♦ Partner with business areas sand product owners to define performance characteristics and maintain backlog of features and requirements. -
Business Process Automation ManagerFederal Reserve Bank Of New York Aug 2017 - Apr 2022New York, Ny, UsBuild a dynamic team, develop and implement an objectives driven transformation strategy. Advise, implement and deliver as-a-service solutions to improve the productivity of Finance Analysts while leveraging technology to reduce risk, time spent on operational tasks and help mature the existing finance support model. ♦ Develop strategy roadmap and build buy-in from senior leaders. Work cross-functionally to understand the current landscape and develop forward thinking roadmaps that solve complex issues and propel the Finance community into a more analytical and technological operating model. Advise Finance Leaders on possible areas of opportunities, optimal organizational structure and capacity. management. ♦ Oversee product development by technical staff and working with the Technology Group on larger efforts. Work with internal stakeholders to architect and deploy automation products to meet business objectives. These products could use various tools such as Excel VBA, Access, SQL, Tableau and Alteryx with a focus on automating manual processes, improving report generation, and inclusion of risk controls.♦ Ensuring financial operations run efficiently with existing resources. Manage and monitor daily operations including financial reporting, general ledger transactions, supporting budgeting activities and overall troubleshooting. Continuously oversee process reviews, enhancements and training to ensure peak results and coverage. ♦ Highlights o Developed and implemented a process improvement and automation strategy for the Finance Partners o Oversaw development of a $700k Financial data collection application to improve operational efficiency and time spent on research by 20-30% o Risk Management - Oversee reporting and mitigation of any identified risks within Finance o Lead the Data Community of Practice which focuses on expanding technical knowledge -
Finance Shared Services ManagerFederal Reserve Bank Of New York Feb 2016 - Aug 2017New York, Ny, UsWorked as a trusted advisor to the Finance and Accounting Community. Led a team of 4 Analysts who were responsible various finance operations that included: Invoice processing (coding, accruals, adjustments, compliance reviews, receiving and issue resolution), maintaining vendor relationships, and ensuring compliance with activity based costing policies. ♦ Acted as an internal SME for finance and technology while identifying business process pain points, including conducting root-cause analysis to identify opportunities and recommend solutions.♦ Steered end-to-end shared services model design, implementation, user testing and rollout of automation regarding existing department business processes to optimize operational efficiency.♦ Highlights o Implemented automated controls to reduce human error related risk events by 40%, invoice reviews by 25% and period end accrual processing by 65% along with streamlining roles and responsibilities. o Evaluated existing responsibilities and re-configured processes to reduce operational inefficiencies which resulted in estimated annuals savings of over $200k -
Senior Finance AssociateFederal Reserve Bank Of New York Dec 2014 - Feb 2016New York, Ny, Us♦ Business Finance Partner for all financial matters related to multiple functions within the Technology Group. Includes working with senior management to ensure strategic objectives and goals are being met and resources maximized.♦ Provided financial and accounting support to business areas which include building and managing a $63M budget, financial reporting, variance analysis and strategic financial planning recommendations. ♦ Financial Lead and Liaison for New York based National IT ($110M), which spans across 4 districts♦ Managed and led projects that had broad organizational impact by coordinating activities that included strategic plan development, monitoring and progress reporting.♦ Highlights o Integrated and reduced the number of business units by 55% which resulted in significant time savings in regards to budgeting, reporting and overall required support. o Designed and implemented headcount reporting to reduce pain points (generation time decreased by 80%). o Completed a Lean Six Sigma Project that resulted in annual savings of $300k of telecommunication expenses -
Senior Financial Planning AnalystFederal Reserve Bank Of New York Dec 2012 - Dec 2014New York, Ny, Us -
Financial Planning AnalystFederal Reserve Bank Of New York Oct 2011 - Dec 2012New York, Ny, Us -
Senior Budget AnalystNew York City Housing Authority (Nycha) Aug 2010 - Oct 2011New York, Ny, Us♦Developed and managed NYCHA’s Mixed Finance ($207M) and Community Operations ($70M) Budget. In this capacity, I served as the liaison for property managers and department managers throughout the portfolio. This role included forecasting the fiscal impact of budgetary proposals, management decisions and policy changes.♦Aggregated and analyzed expenditure trends and budget variances to provide insight to senior leaders♦Ensured policy compliance by monitoring numerous grant requirements and evaluating the impact of Federal, State and City policies on the operating and capital budgets.♦Served as the SME and Lead for the overtime subcommittee in monthly discussions, enforcing compliance with procedures, reviewing overtime with department managers, developing strategies and recommendations for ensuring the most efficient use of personnel and overtime resources. -
Budget AnalystNew York City Housing Authority (Nycha) Aug 2009 - Aug 2010New York, Ny, Us -
Cash Management AnalystCiti Aug 2008 - Jul 2009New York, New York, Us♦Responsible for Cross-Function Collaboration to resolve exceptions found within daily deliverable processes and recommended enhancements/systemic changes♦Identified and solutioned issues related to complex queries that ran across multiple platforms♦Ensured accurate reporting - weekly, monthly and quarterly management reports, Key Performance Indicator reports and ad hoc reporting
Gregory Perez Skills
Gregory Perez Education Details
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Baruch CollegeGeneral -
Baruch CollegePolicy Analysis & Evaluation -
University At BuffaloFinance -
University At BuffaloFinance
Frequently Asked Questions about Gregory Perez
What company does Gregory Perez work for?
Gregory Perez works for Federal Reserve Bank Of New York
What is Gregory Perez's role at the current company?
Gregory Perez's current role is Data Product Strategist at Federal Reserve Bank of New York.
What is Gregory Perez's email address?
Gregory Perez's email address is gr****@****ail.com
What schools did Gregory Perez attend?
Gregory Perez attended Baruch College, Baruch College, University At Buffalo, University At Buffalo.
What skills is Gregory Perez known for?
Gregory Perez has skills like Analysis, Budgets, Leadership, Microsoft Office, Data Analysis, Outlook, Microsoft Excel, Finance, Powerpoint, Forecasting, Microsoft Word, Financial Analysis.
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