Tim Bruss Email & Phone Number

Canton, Ohio Area

Leads the controller, treasury, and planning staff aligned to the company’s financial goals driving bottom-line profitability. Responsible for build-out/ maturation of:

• Managed a reporting and analytics team of business analysts’ and technology programmers responsible for business-line reporting and database maintenance.
• Defined and designed the next-generation, $3M Big Data and reporting platform using SAP Business Objects and Hadoop incorporating data security, governance, data quality, and training regimens.
• Developed client-facing reporting and behavioral statistics for managed services and robo-advisor functions for 600 clients.
• Created a custom algorithm to identify client behaviors in order to show effectiveness of Schwab Services to 1,000 clients.
• Improved system-to-system data connectivity increasing team capacity by 12.5% by introducing programmed automation.
• Automated regulatory fee disclosure reporting saving 400 man-hours annually ($40,000).

• Managed a team responsible for process improvement, regulatory reporting, and project prioritization in the business.
• Managed, prioritized, and proposed business-line project spend ($5M-$10M annually).
• Developed and spun-off a dedicated team (2 staff) specializing in client plan administration documents improving staff capacity by 15%.
• Developed and spun-off a dedicated team (4 staff) focused on specializing payroll and fund change processes for ongoing clients improving staff capacity by 10%.

• Managed client relationships while providing 401(k) and pension administration, Executive Services, Expanded Advice, and extensive plan-design services.
• Managed 11 client relationships with plans ranging in size from $20M to $160M in assets and annual revenue over $2M.
• Consulted and designed the proposal process for the Operations Off-Shore Projects, Schwab’s first effort to open an off-shore resource center. Appointed to the three-person committee to interview, evaluate, and select.
• Designed and programmed analysis reporting for the Expense Reduction project saving an estimated 450 hours of department time (Business Excellence Award Q4 2009).

• Managed client/project profitability, budgeting, staffing, succession planning, compensation management, and developing associates to increase business capacity.
• Supervised and evaluated 30 associates and managers with payroll of $1.8 million.
• Managed a wide range of client infrastructures with annual revenues each ranging from $5-$9 million (assets from $500 million - $5 billion).
• Developed and presented sales proposals to 6 new clients each ranging in revenue from $3-$6 million annually.

Increased the quality of work, quality of delivery, and reduced associate and computer costs through process reengineering, program automation, adherence to system development lifecycle, and standardization of project plans.