Pj Wright, Iii, Cfa, Cma Email & Phone Number

Richmond, Va, Us

Richmond, Va, Us

Richmond, Virginia, United States

In our practice, we accelerate data-driven decision-making to enhance value creation for our clients. By closely partnering with them, we gain deep insights into their business and needs, leveraging our combined business and financial expertise, customizable playbooks, and adaptable tools to meet them where they are and help them achieve their strategic destination.Client Experience:Over the past three years, I have led engagements for 40+ companies, including over 20 private equity-backed firms across sectors like Computer & Network Security, Consumer Services, Healthcare, Manufacturing, and Renewable Energy. My team and I have developed and implemented three statement forecasting models, reporting/KPI suites, data ETL processes, automated dashboards, and transaction support models. We also map operational processes to drive efficiency and quality improvements. Frequently, we act as a long term extension of our clients' internal teams, providing ongoing monthly support to run FP&A deliverables, manage performance and achieve strategic goals.General Management Experience:Beyond client engagements, I have gained substantial general management experience within our rapidly growing professional services organization. This includes developing and rolling out training protocols, establishing interview procedures, and refining client delivery playbooks. I have also implemented performance management protocols, developed internal KPI tracking systems, and rate/billing protocols. I have partnered with sales and marketing to define target customers, develop marketing assets, and shape multi-channel acquisition strategies.

Richmond, Virginia Area

Led a team of up to 12 supporting Servicing, Credit Mitigation, Fraud, and Digital Experiences operations, managing $1B+ in annual operating budget and $1B+ in annual credit mitigation. Oversaw monthly, quarterly, annual, ad hoc finance and accounting deliverables for supported areas (month end close, budget forecasts, performance reporting, earnings updates, SOX and Internal controls, vendor contract review, business case valuation, capital expenditures, etc.); scenario planning for destination economics in short and long term.• Partnered with the senior business executives to deliver scalable cost efficiency capturing 13% improvement in variable cost efficiency over 3-year timeframe.• Led the cost team design, build and rollout of new corporate cloud based financial operating system• Partnered across stakeholder groups to redesign cost allocation methodology to improve speed, accuracy and alignment with business accountability/decision-making• Collaborated with senior business leaders to redesign operations geographic footprint strategy (capital budgeting, customer quality outcomes, disaster recovery) for 20,000+ operations associate network• Set compelling vision for my team to capture value of the company’s digital/data transformation: Redesigned and automated forecasting (Excel to Python), consolidated data sources across business and finance for consistent view of performance (AWS Cloud, Snowflake, Workday)• Coordinated compilation of impacts, sizing, and accounting treatment for operational implications of COVID and cyber breach events setting up effective communication and tracking of deliverables for senior leadership.• Led diverse, multi-location teams with 85%+ associate ratings for morale, engagement and enablement.• Served as the Capital One Campus Manager for Recruiting at William and Mary from 2010-2018, more than doubling applicants and new hires.

Managed a $0.5B+ annual budget for Credit Mitigation, Fraud Operations, and Card Central Cost Team with a team of up to 10. Led the Central Cost team in setting calendar of financial deliverables, coordinating delivery across teams, and creating reporting for senior executives for Card managed budget; internal and regulatory control management and audit readiness • Implemented process and tool improvements to simplify and streamline monthly input collection doubling the available review time before submission which improved accuracy and intent alignment• Built streamlined KPI dashboards for quarterly CFO updates and automated a standard reporting suite leveraging Tableau which reduced build time by 50%.• Partnered with senior stakeholders to build out governance and valuation framework for aligning accountability and tracking for major digital and administrative cost savings initiative. Achieved target savings of $250M in run rate savings over 2 years.• Served as Class Manager for 18 finance associates participating in a 3-year rotation program. Coached and mentored new associates and their managers, led placements in available roles across the company, assisted in training and performance management

Served as CFO for Small Business Card and as Finance lead for Branded Card, led a team of 10. Managed monthly, quarterly, annual updates to financial forecasts; scenario planning for destination economics in short and long term.• Collaborated with business leads across each card segment for the rollout of new flagship products post-recession. Created new analytical frameworks and data streams for account level insights to help drive product design and market segmentation. • Built new P&L forecasting model to increase scenario functionality, transparency into assumptions, and processing speed to facilitate iterative destination economics discussions with senior leaders.

• Post company's system conversion (internal to TSYS), balancing backlog and new feature builds were critical. Developed business case frameworks, consistent valuation approaches, multi-factor optimization framework to prioritize within available technology budget• Analytical support for 2 major cost savings initiatives (total run rate saves of ~$500M); built valuation models for business cases, partnered with senior executives on prioritization and monitoring of outcomes• Supported operations partners through largest flex to network supply in company history in preparation for card system conversion; business case vetting, financial modeling of staffing options, communications with senior executives on trade-offs• 1999-2005 Partnered with internal start up businesses to build finance infrastructure and create insights to support rapidly growing business (P&L modeling, performance tracking, activity based costing model, etc.)

Bachelor Of Science - Bs, Psychology

Master Of Business Administration - Mba