Paul Knight Email and Phone Number

Develop and execute on real estate and business development initiatives for the Chase Bank market expansion program.

Develop and implement the YouInvest digital platform for wealth management product and service offerings for self-directed investing clients.

Support the creation of the new Chief Data Office within Asset Management and provide leadership for the product data domain globally across all lines of business and asset classes.

Provide oversight and accountability in the infrastructure and operational build-out of the Office of Financial Research. Oversee business strategy, key initiatives, process development, performance management and reporting, acquisitions strategy and management, budgeting and expenditures, and operational risk management and internal controls for the Data and Technology Divisions.

• Managed finance, internal controls, third party oversight, and reporting initiatives for division of over 100 staff and consultants, including: ▫ Developed division-wide strategy and LOB operational planning to identify goals, budget, and staffing needs.▫ Prepared and managed $19M budget, overseeing third party deliverables and $14M in contract expenses. ▫ Oversaw implementation of division-wide operational risk management program, including risk identification, internal controls development, and assembling year-end management assurance statements.• Drove critical agency and division-wide initiatives to transform cross-organizational programs and functions, reporting to the COO and other senior executives on issues including:▫ Key lead on $10M initiative to improve SEC operations, working with over 100 senior executives, staff, and consultants. Established a centralized risk management office and significantly streamlined operations of Financial Management, Human Resources, and Acquisitions offices, among others.▫ Led the Continuous Improvement Program team in identifying $8.3M in cost savings and efficiency gains.▫ Implemented a risk management program for the SEC’s top priority Tips, Complaints, and Referrals system.• Developed strategic plan for modernizing financial disclosure as part of the Chairman’s task force, a top initiative involving senior executives, SEC-wide workgroups, committees, and external stakeholders; supported implementation of the recommendations, including standing up the XBRL program for financial disclosure.• Experience in coordinating complex, mission-critical IT projects and ensuring effective delivery, such as: ▫ Development and implementation of a governance, risk, and compliance (GRC) tool for use across the SEC.▫ Fujitsu and Rivet Software engines for validating, analyzing, and reporting on financial data in XML formats.▫ EDGAR Online application for use in quantitative analytics and research on financial data.

• Provided oversight for finance and technology initiatives, vendor and third party oversight, and project management for industrial goods firm. • Responsible for budget and expense management for sales and services, inventory management, and purchasing and receiving.• Implemented Epicor business management system to improve accounting, workforce management, and purchasing and receiving.• Streamlined warehouse and inventory management, with new technology and processes that enhanced automation and minimized inventory errors by over 90%.• Drove process improvement initiatives and delivered on cost savings initiatives, such as:▫ Physical inventory, leveraging business intelligence analysis of inventory data and improving inventory management to reduce inventory costs by 15%.▫ Just-in-time and lean inventory management of service parts, greater repair time and throughput, improved margins, and faster collection of payment, which reduced costs and increased service revenues by 18%.