Robert Small Email & Phone Number

Jacksonville, Florida Area

Facilitated the implementation of the strategic infrastructure and processes required for regulatory and corporate reporting for the Debt Securities and Listed Derivatives products. Partnered with program, functional and operational teams to clarify, prioritize and execute projects and environmental remediation requirements• Mitigated operational risk by partnering with transaction accounting teams to syndicate tool and process changes in their environments• Reduced transactional and operational risk by identifying and executing data cleanup projects across all products• Developed future leaders by creating and leading the GFS Americas AVP Network. This cross-functional team provides professional development opportunities, networking and support • Improved on-boarding experience across Jacksonville site by initiating and driving the On-Boarding & Acclimation Program. This program supplies new resources with critical technical and training resources, key contacts, focus time with senior leadership, cross-functional exposure and individualized Learning Curve Plans

Basking Ridge, Nj

Focus on process re-engineering for vendor support and financial processes across Information Technology and Operations environments• Drove analysis, recommendations and implementation of financial and resource management improvements.• Redesigned IT leadership model to reduce responsibility overlaps and gaps and increase process ownership• Designed and initiated transition to Managed Service Provider environment for all external IT resources

Greater New York City Area

Actively partnered with technology, business, and functional leadership to define and execute the strategic IT agenda in an efficient and controlled manner. Led the global IT Finance function, providing financial analysis, project accounting, investment governance, and management reporting firm-wide ($250M, 500 FTEs)• Established partnerships with critical technology and functional leaders, as well as with internal clients and larger vendors; regularly led cross-functional teams to address significant business issues • Created IT Finance environment, implementing control processes for financial analysis, project accounting, headcount recruiting/management, productivity initiatives, and standardized reporting.• Designed, created, and executed zero-based annual Plans, providing clarity at the resource, function, and project levels from both supply and demand perspectives.• Improved investment analysis, project tracking, activity-based accounting, and firm-wide allocations by implementing PlanView project management software and associated processes• Designed and implemented Fixed Asset policies in partnership with Accounting Policy and Finance

Greater New York City Area

Led global IT Finance team in delivering financial planning, performance analysis, process control, project accounting, cost allocations, and management reporting/guidance ($400M, 2,200 FTEs)• Managed Bear Stearns’ merger team, coordinating functional integration of Bear Stearns’ technology functions and teams into JP Morgan’s Investment Bank IT environment• Unified post-merger project accounting platforms by migrating 2,200 technologists to JP Morgan’s tools and process, including data design, historical data migration, new user training, and transitional execution• Reduced operational risk by driving post-implementation analysis of project accounting system; partnered with IT PMO to resolve user and system issues, stabilized tool & processes, and defined standardized reporting for technology and business leadership • Increased transparency by defining and supporting Total Cost of Ownership (TCO) by application

Greater New York City Area

Multiple technology finance and business management leadership roles for Corporate Systems, Wealth Management, and Investment Banking. Functions include planning/forecasting, investment and operational performance analysis, productivity program management, and senior advisory roles in cross-functional projects.Extensive experience in:- Managing large global IT outsourcing engagements- Leading global IT organization integrations (both consolidations and acquistions)- Investment Governance, including business cases, selection, tracking and benefit rationalization- Large scale productivity programs, driving efficiency through process and tool re-engineering

Greater New York City Area

Complete financial support for technology teams supporting Global Assets businesses. Included all planning, analysis, and reporting for the teams, as well as accounting process management and control.

Master Of Business Administration (Mba), Finance

Bachelor Of Arts (Ba), Mathematics & Physics