Matthew Major Email and Phone Number

• Planned and executed large scale transformation programs, across full life cycle. Defined program approach, change management plan, budget, timeline, milestones, dependencies, operating model, and new policies and procedures. Used agile approach to lead cross-functional teams, and oversaw all facets of implementations, including prioritization of activities, change management communications and maintenance of project plan. Consistently delivered ahead of schedule and under budget. • Led assessments of organizations to identify process, operating model, and technology improvement opportunities. Developed strategic plans and prepared recommendations for senior leadership, including goals, benefits, and approach.• Led technology-based engagements across a wide range of organizations including: • Custom design and build of new regulatory reporting software for global and regional banks.• Automation of an account reconciliation tool for a global insurance provider.• Overhaul of a global bank’s general ledger as they rolled out a new legal entity structure.• Key activities that were common across all implementations include:• Successfully coordinated demands and capacity of executive leadership, key stakeholders, end users, and technical function to ensure effective delivery of projects. • Led development of functional requirements, business requirements, and technical specifications across Finance, Treasury, Tax, Reporting, and individual business units.• Managed unit testing, system integration testing, and user integration testing. Drove resolution of issues, tracking, reporting, and troubleshooting. Prepared necessary documentation for auditors and regulators.• Identified change management implications and dependencies. Prepared training and communication for stakeholders, and facilitated engagement of all parties to achieve buy-in.

• Supported the design of operating model for a newly-established International Holding Company in the US for a leading foreign bank. Collaborated directly with North America CFO and liaised with the Finance, Tax, Reporting, and Treasury functions to define future state organization blueprint, roles and responsibilities, and people alignment. • Managed end-to-end IT Process Optimization, particularly functional and technical testing efforts to stand up the new financial reporting capabilities; supported business requirements to define ledger and finance application capabilities.• Led full data remediation effort for a regional bank’s ledger, data warehouse, and subledgers to support the implementation of a new reporting tool. Efforts included defining a data dictionary and conducting gap assessment. Prepared data rationalization across all subledgers and source systems to standardize data. Wrote all mapping rules and logic to be built into reporting tool.

• Identified business, technical and functional requirements for the automation of US Statutory Reporting for a leading property-casualty and reinsurance company. Conducted analysis of over 20 statutory filings, generated process and data requirements to facilitate reduction in reconciliations and enhance data quality and controls within the statutory reporting environment.• Performed PMO role for the implementation of a financial subledger at a leading property-casualty insurance company. Created of resource models, cost models, and budget optimization for a $32 million dollar project. Managed an integrated 18 month project plan with both functional and technology workstreams. Led the risk and issue management for the team, as well as all status reporting.

Led a team of analysts by monitoring quality and providing training and feedback. Designed and implemented training program for analysts to increase accuracy and productivity. Responsible for quality and regulatory compliance.

Analyzed actual earnings and contrasted them with the projected earnings of accounts to determine profitability of various program types and products offered.Reconciled receivable systems and ensured accuracy and regulatory compliance