Steve Rhee, Mba, A-Csm Email & Phone Number

Newport Beach, CA, US

• Program Lead - $110M Budget Enterprise Finance/Investments/Risk/Actuarial/Reinsurance Transformation (faster, cheaper, better):
• Serving as a Strategic Business Partner, delivering meaningful, impactful, and measurable change to a Large-Scale/Multi-Year Enterprise Transformational & Strategic Initiative Program.
• Building a Community to gain Alignment Across with Key Internal Sponsors & Stakeholders, External Consultant & Implementation Partners (KPMG)
• Tightly Managing Governance, Budget, Scope, Timelines, Change Management Activities

Irvine, CA, US

• Delivered Enterprise Quality Programs and Projects – Driving Warranty & Field Service Action Programs across the enterprise
• Instituted an End-to-End Field Service Action Process for the Enterprise. Included Rivian issue prioritization, investigation, escalation, data & analytics, service execution and legal reporting.
• Influenced Corporate and Program/Project Governance Best Practices

Newport Beach, CA, US

Navigated the Finance Organization, in standing up a $40M Modeling, multi-year, Platform/Software Replacement Program. A system conversion that enabled the business to leverage an actuarial system & processes of a new 1) Platform 2) End-to-End Process Reviews 3) Redefine Roles & Responsibilities. Product Scope included - Fixed Annuities, Variable Annuities.

Newport Beach, CA, US

• Financial System Integration - Delivered a future proof Divisional Subledger Process System. Goal: 1) Eliminated manual reconciliations and journal entries, 2) reduced lead time for new products and delivery channels.
• Product Lifecycle Design – Mapped each functional area workflow activities and dependencies for Variable Annuities, Single Premium Index Annuities, Fixed Annuities and Riders financial product lines. The goal is to.

Sold to Designer Whey Protein - Dec 2021

Santa Ana, CA, US

• Served as the M&A Project Manager, Responsible for the Execution of all Strategic Finance & Accounting Integration/Transitional Plans for the Company’s Acquisition, Merger and Dissolution Initiatives. Provided.
• Over $300MM in Acquisition Spend across Different Business Lines. Onboarded 22-Various Sized Stock & Asset Acquisitions. Tackled Transitional Service Agreement Timeline Challenges & Standardized Accounting Integration.
• Executed over 25-Enterprise Legal Mergers within the the Finance & Accounting space.
• Lead Finance & Accounting Teams with Asset Dispositions, Dissolutions and Sales.
• Stakeholder Management: Built and Maintained Relationships with Sellers, Buyers, Business Sponsors and Project Team.
• Lead in Accordance to Servant Leadership Guiding Principles throughout the Integration Cycle.

New York, NY, US

• Provided Program Management Support for Quantum: North America Global Transformation Program - Business Process Outsourcing (BPO).Strategy:
• Simplification: Simplify tasks across and within QBE’s divisions
• Standardization: Adopt one best QBE way of working globally
• Ongoing excellence: Use global scale to learn, innovate and continuously improve.Execution:
• Ensured that the Quantum Transformation Program overall benefits and objectives are met for North America (NA) in an effective and efficient manner while ensuring the integrity and quality of the NA operation.
• Specifically supported Business Process Outsourcing for NA Finance and Human Resource workstreams with multi-wave, multi-year program’s execution and deliverables from NA to Manila, Philippines. Provided a $14.4M total.

• Managed and Governed QBE FIRST's Transition Services Agreement (TSA), efforts to decouple from Bank of America technology services.
• Supported QBE North America's integration efforts

Charlotte, NC, US

Supported Balboa Insurance Service, a force insurance placement business in wind / flood products for banks & lenders.

Orange, CA, US

• Increased bottom by line 8% through operational excellence projects and extensive data analysis - zero staff turnover by increasing employee morale, streamlining the supply ordering process, reduction in overtime.
• Responsible for P&L management and $15 million in revenues a year.
• Provide leadership and vision to develop and grow 10 orthodontic offices throughout Southern California.
• Train, develop and provide oversight to managing doctors, office managers and front and back office staff
• Strategic Consulting, including business plan & sales strategy development.
• Developed office standard operating procedures and standard work flow charts.

Irvine, California, US

• Small Business Consulting - Online Strategy & Marketing
• Provided small business owners with consulting services - Business Plan Development & Strategy & Marketing Plans.
• Specialized in Web Development & Hosting - Scope Development, Site Structure and Content, Copy-writing, Search Engine Optimization, and all Project Management Activities.

Singapore, SG

• Master in Business Administration - Strategy & Organization Specialization
• Globally Ranked 35th by Financial Times MBA Ranking 2009
• The Association to Advance Collegiate Schools of Business (AACSB) Accredited KEY MBA PROJECTS
• Technopreneurship: Cultivated and led a diverse team in developing a technological product business plan and presented our business plan to local venture capital groups and angel investors. Went on to enter several.
• Consumer Behavior Marketing: Placed 1st in marketing case competition, whereby the team utilized primary & secondary data to understand Nivea Body Lotion’s local presence and made recommendation to increase its.
• Channels and Pricing Strategy: Provided an in depth analysis of Philippine petroleum company, Petron. Presented challenges with existing channels and distribution as well as made recommendations to overcome these.

Technology designed for women (investigated potential for Venture funding)

Primarly served as a project consultant for ad hoc projects for three different business units.Assisted the VP of Call Center to define project requirements, gather data from various sources, analyze data for business recommendations to reduce incoming calls. Coordinated the efforts of the National Sales Conference by leading meetings to organize and.

• Responsible for $6mm in G&A, 25% reduction from $8mm G&A from added technology & systems and other resource management/allocation.
• Managed 3 business units: Imaging and Workflow Services, General Services, Administration Services. Worked out of two different site locations - Fullerton and Irvine. Responsible for all incoming sales documents..

Provided the organization facilities services in partnership with CBRE, building and employee security,records retention and retrieval, forms - procurement distribution/design/re-engineering with the partnership of outside vendors & moving to digital format, responsible for trade confirmation design/data /vendor management, and services on many ad hoc.

Provide on going support for the VP of Operation. Prepared meeting agendas, meeting minutes,followed up on next steps / action items, tracked & measured progress of project resources / timelines,performed analysis on backoffice document workflow, surveyed sales force & recommended backoffice best practices, and served on many ad hoc projects as a resource.

• Produced - $15K in GDC monthly average, over $200K in GDC annually.
• Presented and closed several large commission generating sales presentations - $100K plus.
• Built both client and mutual fund wholesaler relationship that translated to business opportunities.

New York, NY, US

• Interned at Salomon Smith Barney (Summer of 1998).
• Maintained and serviced the financial needs of existing and new clients.
• Promoted cross-selling opportunities by increasing product knowledge and engendering client trust.

Project Management Certificate

Master Business Administration (Mba), Specializations: Strategy And Organization

Bachelor Of Arts, Sociology