Principal Consultant within the Reformis Advisory Practice

Asset and Wealth Management Consulting, specifically in enterprise data management.

Reassigned to Lincoln National Group as the result of their 2018 acquisition of Liberty Mutual Benefits.• Senior financial systems consultant guided post-merger integrations of targeted Liberty finance department systems and business process activities into Lincoln Financial Group infrastructure.• Coordinated and prioritized IT staffing needs across all financial system integration efforts supporting the merged entity. Partnered with department managers to identify, prioritize, and… Show more Reassigned to Lincoln National Group as the result of their 2018 acquisition of Liberty Mutual Benefits.• Senior financial systems consultant guided post-merger integrations of targeted Liberty finance department systems and business process activities into Lincoln Financial Group infrastructure.• Coordinated and prioritized IT staffing needs across all financial system integration efforts supporting the merged entity. Partnered with department managers to identify, prioritize, and staff critical IT non-merger development initiatives. Show less

Provided strategic vision, prioritization, and leadership as part of $30M, two-year effort to startup new Liberty business unit.• Collaborated with software vendor, managed business partners’ expectations, and directed multiple internal agile scrum teams to deliver three new products to the midsized insurance market on EIS’s cloud-based application in seven months.• Guided and successfully implemented Liberty’s first direct to consumer e-commerce application to sell new Accident, Health… Show more Provided strategic vision, prioritization, and leadership as part of $30M, two-year effort to startup new Liberty business unit.• Collaborated with software vendor, managed business partners’ expectations, and directed multiple internal agile scrum teams to deliver three new products to the midsized insurance market on EIS’s cloud-based application in seven months.• Guided and successfully implemented Liberty’s first direct to consumer e-commerce application to sell new Accident, Health and Life Insurance products to individuals in the U.S. in less than six months. • Managed and prioritized the identification and development of 18 critical system integrations between the new applications and multiple in-house and externally data-dependent systems.• Led program-wide data and reporting deliverables for mid-market and consumer e-commerce initiatives.• Followed agile principles in managing program initiatives to guide scrum teams/product owners across multiple disciplines.• Created billing/finance roadmap and priorities for internal and external vendor development teams.• Oversaw decision making, root cause analysis, and change management within finance.• Developed, implemented, and communicated policies and procedures governing financial processes.• Collaborated with internal auditors to implement improvements in controls and productivity effectiveness.• Reported program progress by weekly updates to key stakeholders and monthly, and ad hoc, to C-level. Show less

Leader of multiple strategic initiatives in accounting and data management. Provided integration, management and governance of PMO processes and functions within investment department.• Managed selection, negotiation, budgeting, and implementation of Markit EDM data management system and total reengineering of Liberty’s asset pricing process on time and within budget.• Assumed Project Management rescue responsibilities for a failing implementation of Microsoft Dynamics AX General… Show more Leader of multiple strategic initiatives in accounting and data management. Provided integration, management and governance of PMO processes and functions within investment department.• Managed selection, negotiation, budgeting, and implementation of Markit EDM data management system and total reengineering of Liberty’s asset pricing process on time and within budget.• Assumed Project Management rescue responsibilities for a failing implementation of Microsoft Dynamics AX General Ledger system after project was over budget and behind schedule; lead, redirected and reenergized team of 26 and implemented application in one year with a clean internal audit review.• Led domestic and international team consisting of portfolio managers, corporate attorneys, tax accountants, and private equity team in implementing CEO and COO directive to reallocate $100M+ in Private Equity investments.• Directed multi-disciplined team in re-pooling $6B+ in assets.• Managed PMO project budgeting process, improved, and streamlined prior year’s process.• Presented monthly status update to C-level leadership team of all department projects.• Created standardized RFP documentation for Investment PMO department.• Co-developed and co-managed vendor management efforts, overseeing $40M+ per year in external vendor spending including renegotiated data acquisition contract which generated $1.8M+ in savings over a three-year period. Show less

Managed selection, negotiation, budgeting, and implementation of BlackRock’s Aladdin Enterprise trading and portfolio management system. • Completed Aladdin implementation in 14 months, delivering the total reengineering of the trade order management processes (fixed and equity), real-time compliance, risk management, portfolio management of $70b+ in AUM, operational processes and supporting infrastructure/data feeds on time and within budget.• Collaborated closely with the BlackRock… Show more Managed selection, negotiation, budgeting, and implementation of BlackRock’s Aladdin Enterprise trading and portfolio management system. • Completed Aladdin implementation in 14 months, delivering the total reengineering of the trade order management processes (fixed and equity), real-time compliance, risk management, portfolio management of $70b+ in AUM, operational processes and supporting infrastructure/data feeds on time and within budget.• Collaborated closely with the BlackRock implementation team to identify and prioritize work efforts for over 30 internal developers, engineers, analysts, and various subject matter experts. • Led integration of external data (security masters, indexes, pricing, foreign currency) feeds required to support Aladdin and integrated Aladdin with the SS&C CAMRA Bond/Equity accounting system. • Provided regular updates and chaired C-level monthly project steering committee meetings.• Assisted in developing a five-year data management and warehouse strategy and implementation plan.• Implemented Project Charter and SDLC process flow standards into newly formed PMO. Show less

Key member of investment financial reporting and analysis team.• Streamlined several reporting and business processes from requirements gathering to implementation. • Designed and developed investment and financial performance reports utilizing SQL and Crystal Reports resulting in simplified monthly and quarterly MD&A and footnote reporting processes.• Developed analysis for Risk Management for credit risks by issuer and exposure to sub-prime market.• Authored ad-hoc reports… Show more Key member of investment financial reporting and analysis team.• Streamlined several reporting and business processes from requirements gathering to implementation. • Designed and developed investment and financial performance reports utilizing SQL and Crystal Reports resulting in simplified monthly and quarterly MD&A and footnote reporting processes.• Developed analysis for Risk Management for credit risks by issuer and exposure to sub-prime market.• Authored ad-hoc reports, providing analysis of investment performance and key financial drivers.• Designed, developed, and implemented key financial reporting controls in compliance with Sarbanes-Oxley requirements. Show less

* Developed advanced operational reporting, analysis and models utilizing Excel, Brio Explorer and Access* Managed the development and implementation of sales producer and manager compensation plans, including financial modeling, budgeting and forecasting, historical analysis, written plans and development of compensation calculator* Organized and managed the design, development and execution of multiple sales contests and programs* Presented with Diamond-Level special recognition… Show more * Developed advanced operational reporting, analysis and models utilizing Excel, Brio Explorer and Access* Managed the development and implementation of sales producer and manager compensation plans, including financial modeling, budgeting and forecasting, historical analysis, written plans and development of compensation calculator* Organized and managed the design, development and execution of multiple sales contests and programs* Presented with Diamond-Level special recognition for outstanding contributions to the organization Show less

* Authored Citigroup five-year CRM roadmap* Directed CRM strategy workshops and presentations for Citigroup, BMG Music and RL Polk* Managed team of consultants performing multi-layer interviews, requirements gathering and business/process analysis * Developed and wrote numerous responses to client RFPs, including project time lines, costs and profitability estimates

* Responsible for all financial and operational analysis of Fleet’s Debit/ATM card* Managed comprehensive pre-merger analysis of acquiring and integrating BankBoston’s POS/ATM network * Designed SQL and SAS queries in data warehouse environment to generate standard and ad-hoc reports* Developed campaign predictive response models and analyzed results and overall financial impact analysis

* Two-year financial management development program consisting of four, six-month corporate finance rotations

*. One year internship* Researched industry trends, built pro-forma financials and company valuations, wrote industry and operational analysis