Co-op Solutions is the market-leading financial technology ecosystem for credit unions across the United States and Canada. Responsible for managing business operations for a 1500+ person organization.Developed and executed the process for tracking and reporting key performance indicators to ensure delivery against the strategic plan.Initiated project reporting aligned with the transition from the Waterfall to Agile project methodology which provides additional transparency and on-time delivery.Delivered $65 million in savings by implementing the Financial Commitment Forum focused on operational expense and investment oversight.Built procurement and supply chain function which delivered best in class pricing.Developed a resource strategy and oversight approach to ensure resources were appropriately allocated and aligned with the financial plan.

As one of the world's leading financial groups with total assets of $3.1 trillion, MUFG (Mitsubishi UFJ Financial Group) is the largest bank in Japan and 6th largest in the world. Led a team of 62 professionals responsible for managing the technology and operations spend of $1.9 billion.Chaired the Project Governance Committee, providing approval and oversight for $650 million investment in technology initiatives tied to ongoing operations and delivery against the strategic plan.Led the strategic planning process and the development of operational roadmaps, presented plan for approval and ongoing status reporting to the Executive Committee of the Americas and the Home Office in Tokyo.Delivered $270 million in savings over five years by creating stronger financial discipline, including detailed financial review, unit costing, resource planning, business justification and ROI measurements.Institutionalized key concepts of product costing, service allocations and demand management for IT and business customers to improve IT value chain governance and complement the transformation initiative.

Bank of America is the second-largest banking institution in the United States. Its primary financial services revolve around retail and commercial banking, wealth management, and investment banking.Head of Finance and Accounting for division with spend in excess of $5.0 billion. Responsibilities included capital investment analysis, recurring budget & forecast submissions, and management reporting for the firm's Global Infrastructure, Data Center, Network, Desktop and Electronic Communications areas.Developed comprehensive cost reduction program that slashed infrastructure spend in excess of $1.0 billion. Spearheaded new TCOA (division allocations to business units) program with comprehensive product pricing. This program was instrumental in business units fully understanding technology investment and the ability to make multi year investment decisions on product offerings in Consumer, Wealth, Investment Banking, Community and Business Banking. Enterprise Finance lead for the multi-year, $3.6 billion Data Center strategy program which consolidated 54 data centers into 25. This analysis of capital spend was the most comprehensive ever at the bank which ultimately reduced the expense run rate by $350 million. Sponsored monthly financial business reviews with executive management; with a focus on gross expense and recovery management. This also includes an analysis & reporting of strategic cost reductions and capital investments.

HSBC Holdings plc is a British multinational universal bank and financial services holding company. It is the largest bank in Europe by total assets and 8th largest in the world.•Responsible for planning, analyzing and reporting budget and forecast for North American Information Technology unit.•Improved technology chargeback / consumption model and built developer unit cost model for greater transparency of technology charges into the lines of businesses.•Develop and implement divisional financial policies that would be consistent with the company’s managing for growth strategy.•Responsible for the development, validation and presentation of the annual business plan and budget. Led the process and supervised the development of all internal budgets.•Completed monthly detailed business unit financial analysis and executive summary. Conducted quarterly financial results and presentations with the Regional CIO and the IT senior leadership team.

•Established a formal monthly FP&A reporting process including standardized reporting, uniform variance commentary, and monthly presentations. •Assisted in the development of the business unit long-term strategic plan and charged with aligning short-term initiatives from the strategic plan with the annual business plan. Responsible for modeling the financial impact of technology acquisitions.•Initiated technology benchmarking study on internal expenses and compare against financial service firms in North America.

•Evaluate profitability on secured and unsecured branch originated lending programs.•Analyze financial consequences of alternative business decisions related to direct mail campaigns.•Develop, enhance and monitor new pricing model while coordinating financial inputs with other departments (Treasury, Marketing, Credit Risk and Branch Sales).•Research lending regulations and build financial model to ensure loan pricing compliance with regulatory standards. •Prepare analysis and interpretation of divisional financial statements and related reporting.•Consolidate business unit strategic plan, annual plan, quarterly and rolling forecast.•Design complex worksheets and databases for tracking and reporting financial results. •Planned and analyzed loan account receivables, finance charges, credit quality and loss reserves.•Provide financial analysis on key performance metrics, business unit trends, and variance against prior plan and forecasts