Steven Ellis Email & Phone Number

Dallas, Tx, Us

Dallas/Fort Worth Area

After a lifetime of real-life experience in the USMC and the accounting/finance/IT/consulting world, I am transitioning to the next phase of service via the pursuit of a DEdMin degree at DTS. On the back side of this program, I hope to have improved my platform to serve Jesus Christ in ministry to others - teaching, writing, or any other form that is practical and edifying.

Dallas/Fort Worth Area

Responsible for a portfolio of strategic accounts to include insuring that they attain the fullest value from the Apptio suite of offerings and leverage Technology Business Management (TBM) best practices and concepts as promoted by the TBM Council and enabled by the Apptio product suite. This includes oversight and leadership of delivery and advisory services involving implementation and deployment, cost allocation within the product model, IT planning and budgeting, and establishing TBM Office structures to support the operationalization of a regular cadence of activities within IT organizations and their customers.

Apptio is the leading provider of cloud-based TBM (Technology Business Management) software for managing the business of IT. More than one-third of Fortune 100 companies choose Apptio to manage the business of IT. Apptio is the founder and technical advisor to the Technology Business Management Council, a non-profit organization of global IT leaders dedicated to the advancement of the TBM discipline.

Dallas/Fort Worth Area

* Management services - due diligence and information system selection; scoping and phasing of enterprise initiatives; professional services engagement and management; change management; contract negotiation; product management including methodology and process definition; time driven activity based costing; ROI analysis.* System integration - retirement planning for legacy systems; alignment of system and operational processes; implementation of normative integration architecture.* Business solutions - business process definition and re-engineering; CRM (Salesforce.com); sales force automation; operational support system selection and implementation; finance and accounting systems.* Program and project management - PMO establishment; governance structure establishment; methodology selection (e.g. modified waterfall, Agile/Scrum, Rational Unified Process); communication planning and execution; risk management; budgeting, forecasting, and financial management.

Dallas

* Responsible for client management and development activities for the information management (IM) practice.* Panelist/Presenter for CPE session with Financial Executives International - Dallas Chapter - "A Mile High View of Software - What's Between QuickBooks and SAP?* Collaboration with client service directors and other Dallas and national leaders to appropriately scope, staff, structure, and execute IM engagements. * Typical engagements include (but are not limited to) structuring program, project, product, and portfolio management engagements; establishing PMO structures; process improvement; data management; system implementations; evaluation of IT department effectiveness; system readiness assessments (e.g. revenue recognition standard change readiness); security; controls; governance; and processes and tools to support selected methodologies.

Irving, Texas

* Defined the path to retire a highly integrated legacy member/account management & operations system.* Collaborated with MIS to establish a Scrum/Agile team to implement a normative integration architecture using an enterprise service bus model.* Established and led team of VHA Sales Operations, VHA MIS, & 3rd party professional services consultants for Salesforce.com implementation and integration to replace and retire legacy system.* Structured and led executive sponsor and governance committees.* Directed due diligence exercises in advance of requests for proposal (RFP), vendor/consultancy selection, negotiation of professional services agreements (PSA) and statements of work (SOW).* Hired Salesforce.com talented product support team and defined on-going product support methodologies, policies and procedures.* Led budgeting and forecasting efforts for initiatives in excess of $3MM annual.* Pursued understanding of the impact of the Affordable Care Act upon the health care industry through such courses as Harvard Business School's - Value Measurement in Healthcare executive seminar and the Texas Society of CPA's Advanced Healthcare Conference.

* Leader of efforts to redefine project management and delivery methodology to an agile foundation – MIS customer satisfaction scores were declining due to waterfall based delivery methodology.* Led initiative to design and build a custom application integrated to Lawson Financials which accommodated the unique business model of a group purchasing organization (GPO) – VHA accounting and Novation finance team did not have a cash entry solution through which approximately $65MM of cash receipts per month was processed. * Led projects to create a quarterly statement dashboard, display trending, and adjustments to the quarterly report for members experiencing M&A activity – the quarterly statement reporting system did not accommodate the presentation of trending nor M&A activity between the constituent members.

* Project & Program Manager within the Healthcare Services Division of Perot Systems.

* Pursued personal & ministry goals after 5 years of business travel. Obtained PMP certification.

* Led initiative to upgrade and re-engineer the internally deployed instance of Onyx’s flagship product that supported operational processes for all departments including sales, account management, support, professional services, training, finance and executive management. * Directed the Information Services team consisting of internal support desk personnel, internal network team, and personnel responsible for maintaining and supporting operational applications.

* Five years experience leading and participating in Onyx CRM implementation, process re-engineering and process improvement projects.

* Managed the implementations of middle market financial accounting software for clients in various industries including medical services, hospitality, construction, and consulting. Supervised annual audit and quarterly reviews of the Dallas office’s largest real estate client.

* Performed due diligence procedures (determining the adequacy and extent of underwriting, analysis of collateral, the assessment of the prospects of repayment, and the implementation of computer valuation models) related to pools of commercial and real estate loans. * Evaluated business plans and sale proposals for government owned assets acquired from failed thrift institutions. * Audited the financial statements of various partnerships related to national real estate investment firms.

* Managed and conducted regulatory examinations of numerous federal and state chartered thrift institutions. * Responsible for evaluating asset quality, interest-rate-risk exposure, operating performance, capital adequacy and management expertise. * Prepared presentations of examination results to executive management and boards of directors of savings institutions.

Various

Attained the rank of Captain during three years full-time active duty and three years in the reserves. Served in various capacities including forward observer, platoon commander, fire direction officer, battalion and regimental liaison officer. Military Occupational Specialties included artillery officer, aerial observer and parachutist.

Bachelor Of Science, Accounting

Obtained accounting degree as a 2nd degree after active USMC officer military service and while in reserves.

Master Of Arts - Biblical Studies, Religion

Attended school at night and weekends while working full time.

Bachelor Of Arts, Religion

Upon graduation, entered USMC to become an officer, learn leadership skills and contribute to the defense of our freedom.