Lisa Schwartz Email & Phone Number

New York, New York, Us

Optimizing management, oversight, and central reporting for Citi's regulatory remediation.➥ Business Intelligence Center of Excellence Lead, converging the community of Program Groups, Tech Sectors, and Lines of Business on a core capability that treats Consent Order data management and reporting as strategic assets.➥ Leads optimization initiatives around Global Regulatory Engagement and Reporting, Consent Order Plan Building, Data Management, Organizational Change, Change Control, and Consent Order Management and Oversight.➥ Developing the CAO Consent Order Data Management Framework and inventory.➥ Lead reporting requirements working groups, project teams, and business analysis.➥ Mentor Developing Talent Project Team.

I founded this specialty consulting firm, advising clients on a range of business and leadership development possibilities and challenges.➥Analyzed $1B in spend to identify cross-sell opportunities and develop a shared services model across a consortium of owner-operated businesses.➥Coached senior staffers on leadership issues including conflict resolution, shifting from tactical to strategic focus, collaboration, and building trust and high-performing teams.➥Assembled and syndicated a $64M commercial real estate portfolio.➥Developed an e-commerce subscription service consisting of 32K investors.

Oneonta, New York, Us

Recruited to craft and deliver operational efficacy, I manage Client Services, Operations, Information Technology, Project Management, Product Management, and Business Reporting. In being tasked with systemizing processes and building an operating system to chart progress, I had to first create the technology pathway to the pulse of the organization, allowing leadership to measure how efficient and effective its heartbeat truly is.➥ Introduced as a “fixer,” navigated both high expectations and skepticism, building trust as a professional, a process driver, and an advocate for ideas, teams, and individuals. ➥ Created a portal housing every piece of ongoing work at the firm. With multiple dashboards housing multiple data points, enabled executives’ visibility into the performance of the firm, down to how many minutes are being spent in conversation with a client. ➥ Advanced the automation of client engagement, systematizing indicators such as onboarding status, meeting scheduling, retention potential, and client business valuation. ➥ Imagined and delivered a new “report card” allowing Cleinman to track and report to clients their activity, accomplishments, and goal progress. ➥ Coordinates strategic planning and change management initiatives, serving as thought leader and liaison between business leads and support partners in achieving deliverables.➥ Deployed design sprints, roadmaps, and revenue modeling to re-imagine client products.➥ Led the transition to cloud-based solutions and virtual server architecture, systematizing operations.➥ Supervises business reporting, business development activities, pricing strategy, and the client journey.➥ Drives revenue growth via upsell opportunities; grew 47% over two years.➥ Manages budgets and forecasts for Consulting, IT, Human Capital, Education, and Event Management.➥ Governs the PMO, providing direction and training to Project Managers.➥ Furnishes firm-wide analytical support and critical data capabilities.

Newark, New Jersey, Us

In this role I planned and executed the on-time, on-budget, and within-scope completion of multiple large and complex strategic programs and process improvement initiatives of significant scope, complexity, and financial impact spanning business lines.➥Automated a $100M/month retirement participant reimbursement reconciliation process.➥Orchestrated the implementation of a global risk management reporting and analysis platform. ➥Refined control policies and procedures for account receivables/payables and SOX-compliant month-end close.➥Restructured Capital Markets and Portfolio Investment Management after a $60B liquidation.

New York, New York, Us

I was recruited this position to leverage my Credit Suisse insights in establishing an expense management department. I optimized global-scale business reporting, budgeting, and human capital management. I highlighted opportunities and risks, coordinated activities, and linked capabilities across functions to capture the full benefit of integrated global reporting. I also assumed management of the HR Benefits expense line. ➥Developed a workforce management tracking service across 14K resources to reconfigure the mix with outsourcing and offshoring to meet a three-year, $1.7B productivity savings target. ➥Balanced the budget and cut $34M in HR benefits spend. Identified and explored the expensive trend of supporting long-term ex-pats, developing a new system to maintain but limit the tenure of the popular program to control expenses.➥Centralized reporting functions and instituted a global, monthly operating review with a balanced scorecard to gain an inclusive view of enterprise projects and their status, financial health, and regional concerns. Partnered with Regulators to institute better quality reporting practices.

Zurich, Ch

In this role I drove expense management, developing the Shared Services group and improving spending visibility. I led analysis of expenses, drivers, trends, and the market to better understand spend, synthesizing and communicating the data behind the numbers. Focusing on insights while highlighting potential risks and savings, I partnered with functional leads to offer proactive strategies for avoiding premium technology costs. I defined and defended expense control policies, providing before-and-after data insights for key decisions.➥Delivered $7M in annual saves across Shared Services and highlighted the risk of a $15M technology budget shortfall.➥Reduced hardware approval from 58 days to 4 hours, eliminated a 10% vendor premium on emergency orders, and instituted a hardware refresh process.➥Introduced restrictive policies, KPIs, and a savings dashboard for Market Data, Legal, and IT.

New York, Ny, Us

Here as a member of the Merrill Lynch Technology Architecture Board, I defined the Technology Architecture Roadmap and Blueprint and managed strategic projects and processes. I captured issues and action items for resolution, working through to implementation. ➥ Working across the street from the World Trade Center on 9/11, did search and rescue on the main mound. Called back to help ML reconnect with clients, deploying steadiness and agility in achieving that goal within three days. Stayed in crisis management for ML, consistently effective in assessing issues and deploying fixes. Went on to launch the Technology Problem and Crisis Management function in Southeast Asia.➥ Built a client relationship management tool to improve synergy and efficiency, investing deeply in understanding users – even traveling to Asia Pacific to craft requirements that would surmount the language barrier. ➥ Trained 90+ global practitioners on business process re-engineering.➥ Optimized the M&A playbook, and client onboarding, developing a repository of 5k process maps.

Bachelor Of Arts - Ba, Psychology

Global Management Experience Program

Accounting/Valuation, Budgeting, Financial Management & Corporate Finance