Steve Fitzgerald Email & Phone Number

Durham, Nc, Us

Dallas, Tx, Us

- Serve as in-house subject matter expert on KYC, compliance, and risk management. Provide regulatory advice and risk/control proposals for new product ideation and launches.- Monitor the status of KYC reviews and ensured timely completion by coordinating the effort of relevant stakeholders.- Educate business development team on due diligence and underwriting/KYC process in order to reduce time to contract signing and time to onboarding.-Create, update, and administer company-wide compliance policies, procedures, and training.

Hired to lead the finance, people, administration, and systems operations across four related entities. - Developed and iterated KPI reports and dashboards to identify trends that signal opportunities, challenges, and risks in order to recommend actionable responses and process changes. - Drove the FP&A process with the establishment of forecasting, financial reporting and budgeting standards across departments and entities.- Managed strategic initiatives including successful transition to a new customer management database and project management systems.- Designed and implemented key operational processes to better align projects and accountability. - Responsible for financial and labor compliance working closely with COO/General Counsel and outside accountants.

New Haven, Connecticut, Us

Recruited to lead efforts in implementing business critical projects related to our bank partners cross-departmentally. Built relationships with senior executives with bank partners to ensure smooth transition to new partners. - Managed day-to-day implementation and operational deliverables for strategic partners.- Tackled complex strategic and operational challenges to drive solutions.- Reengineered internal processes and reporting to reduce manual efforts and increase automation of deliverables for strategic partners.

New Haven, Connecticut, Us

Built the client services department from the ground up to provide scalable, comprehensive, stellar product and service support for the exploding growth of our university and college customer base. - Led a team of client service analysts and managers in two regional offices that provided comprehensive operational and technical support to college and university clients for multiple financial technology product lines.- Fostered and maintained relationships across client partner teams to have a holistic understanding of their needs and expectations.- Recruited, trained, supervised, developed, and coached support analysts and managers.- Met or exceeded service metrics 98% of the time.

New Haven, Connecticut, Us

- Developed operating and escalation procedures, service metrics, and change management processes from the ground up for a brand new client services department.- Responsible for supporting college and university administrators on all aspects of our software and services.

Us

- Provided comprehensive technical support for custom distributed software applications for Department of Transportation (NHTSA, FHWA, and Crash Injury Research Network) personnel and contractors- Developed support process documentation- Assisted in monitoring monthly service reporting- Presented training seminar on software to Department of Transportation expert panel

Reston, Va, Us

- Provided comprehensive technical support for custom, web-based applications for Federal Aviation Administration safety inspectors- Supported U.S. and Singapore-based FAA operations

Bachelors/Alb

Education record

Education record