Philip Steele Email & Phone Number

Bethesda, Maryland, United States

Provided end to end Project Management from industry landscape analysis, requirements gathering, vendor analysis and management, planning and implementation, reporting, and post go-live support. Worked with nearly all departments, including Portfolio, Accounting, Marketing, and Legal, to deliver very diverse projects on time and on budget. Led the implementation of Bloomberg services, a mission critical core system, for the portfolio department. Ensured data feeds were set up and integrated across multiple 3rd party platforms including the public facing websites, portfolio operations systems, reporting systems, and internal master storage database.Managed the complete redesign and development of the company’s web pages. This included a full transition of back end CRM’s and greater automation and population of data by integrating numerous current systems, including the Contracts Management System for legal and regulatory language, Bloomberg system for security price information, and the master storage database for historical information on each fund.Developed the infrastructure and database views that would feed the Content Management System to populate the websites each day to ensure the latest, most accurate information was displayed. Worked closely with the Microsoft 365 team to build and deploy MS 365 infrastructure enterprise wide. Ensured new functionalities were tested and rolled out in a timely manner. Led the implementation and integration of an expense system that provided greater convenience for end users while directly connecting to the accounting system to transfer and reconcile financials on a daily basis. Responsible for regulatory projects pertaining to the launch of the industry's first Bitcoin Exchange Trading Fund.

Mclean, Va

Led the effort to redesign the Notice of Award for all grants originating out of the 13 operating divisions of the HHS, including NIH, FDA, CDC, etc. This led to a more efficient, effective way to provide grants while increasing transparency and streamlining this process government wide. Managed the integration of many independent systems across the operating divisions into a single data lake that increased the speed and effectiveness of the grants life cycle by housing critical data into one location.Provided financial support by planning and budgeting the implementation of all initiatives and developed monthly reports to ensure performance met or exceeded budgetary requirements.

Sikorsky Aircraft Corporation

Assisted in creating new revenue recognition narratives and processes.Worked with process owners from both the internal controls team as well as the revenue recognition team to outline a clear future state process and present that process to the auditing team.Performed substantive testing for multiple contracts and reported findings.

Capital One Bank

Provided Project Management services for enterprise wide solutions addressing the bank’s need to “go paperless” through a document management project and the need to better automate the call centers by implementing a Telephony system.Managed the implementation of the bank’s communication platform to increase transparency and readership among associates across all lines of business.Managed the monthly UAT cycle by coordinating four workstreams and over 10 technical specialist to ensure all enhancements and upgrades moved into the production environment without defect or delay.

The Carlyle Group

Provided Agile Project Management as a Certified Scrum Master for The Carlyle Group's Hyperion, PeopleSoft, Infor, and Carlyle Distribution System teams. Manage over 20 in house and offshore resources to deliver custom, effective, high quality financial reporting tools.Led the Software Development Lifecycle (SDLC) across four teams from Requirements gathering to Development and QA to User Acceptance Testing to ReleaseManaged the migration from Carlyle’s in house servers to Amazon Web Services (AWS).Managed the Carlyle wide Business Continuity Planning (BCP) efforts and the Disaster Recovery testing.Assisted in managing the upgrade from PeopleSoft 9.1 to 9.2. Created a Change Management plan that included communication and training of end users.

Provided assistance in the financial reporting of capitalized property. Ensured offices within the agency’s Office of Chief Financial Officer (OCFO) are following appropriate procedures in the collection and redecoration of all property among st the multitude of client locations throughout the country.Responsible for providing business process improvement recommendations based on the current operating environment, as well as support the implementation of any recommendations approved by the Office of Financial Management (OFM).Facilitated collaboration between process owners and management to compile recommendations to mitigate control gaps through process revisions, development of tools, and system modifications.Assisted in the development of the “to-be” process to remediate the documented control gaps and created a corresponding flow chart to illustrate the revised process.Conducted root cause and gap analyses to assess the source of various issues, outlined any underlying trends, and highlighted any control gaps and unmitigated risks regarding the agencies Standard Operating Procedures.Completed a comprehensive Strategic Analysis of the Agency’s Rapid Indirect Cost Rate. Reviewed and realigned the indirect cost rate charged for Work for Others (WFO) to support the expansion of the client’s shared services offerings and WFO activities.Conducted an in-depth quantitative review of the clients current indirect cost rate and allocation method used in recovering the costs of their shared service offerings. Met with key stakeholders including the CFO and COO to gain a deep understanding of mission objectives and applied an intense review of federal cost management literature (e.g., OMB A-122, SFFAS 4) to identify applicable standards to guide the identification and allocation of indirect costs in order to position the client in the most competitive manner.

Conducted a comprehensive business case analysis for the client, including a gap analysis against industry best practices, a risk assessment to determine key threats, and a short term and long term solutions proposal based on the COSO framework. Managed the funding, implementation, and operation of an Enterprise Content Management (ECM) platform. Conducted weekly meetings with project leads and created dashboards to effectively track key accomplishments, next steps, and potential risks surrounding each project. Organized and led a monthly meeting to debrief the Executive Steering Committee (ESC) on the ECM program. Led all budgetary work and quantitative measurements which included tracking planned vs. actual budgets and determining out year budgets based on certain baseline needs of the department.Assisted The OCIO of the agency analyzing the contractor owned, contracted operated (COCO) IT environment. Responsible for gathering and analyzing all IT related costs, comparing those costs to relative industry benchmarks, and projecting total future annual costs out to 2015.Provided a detailed Strategic Analysis and Alternative Analysis of the clients current IT needs as well as current industry best practices. He worked with the Department to create a sophisticated cost model that could accurately predict total costs given any number of business, environmental, or budgetary changes.Provided the client with an understanding of what other agencies were paying for comparable IT infrastructure services and displayed how costs and operational efficiencies could be leveraged through innovative technical and procedural business process improvements. Conducted Financial Statement Analysis of over 300 microcap companies for the client’s Over the Counter Market study. Performed in-depth analysis of each company’s’ 10-K’s, 10-Q’s, and proxy statements to uncover specific data points and interpret key financial metrics set forth by the agency.

Acted as the point of contact for all of his clients’ financial needs ranging from investment opportunities to financing options. Determined his client’s risk tolerance and time horizon in order to build individual portfolios that would best meet his client’s goals.Actively researched dozens of funds across asset classes to locate superior returns and created written and visual proposals to present to the clients.

Master Of Business Administration (Mba), Finance, General

Bachelor Of Arts (B.A.), Business Administration And Management, General