Tom Fitzgerald Email and Phone Number
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As a dynamic and results-driven Senior Delivery Leader with over a decade of experience in the tech and financial services industries, I specialize in spearheading large-scale transformation programs and PMO functions that drive substantial revenue growth and operational efficiency.🚀 Key Achievements:• Led the transformation of a Revenue Attribution platform managing over $3.0B USD annually• Implemented Salesforce portfolio for Banking & Global Markets, revolutionizing deal pipeline management• Developed innovative executive-facing BI tools, enhancing strategic decision-making across organizations💼 Core Competencies:• Strategic Planning & Execution• Program & Project Management• CRM Implementation & Optimization• Data-Driven Decision Making• Cross-Functional Leadership• Change Management🎖️ Military Background:As a veteran of the US Air Force (Operation Iraqi Freedom), I bring a unique blend of leadership, adaptability, and performance under pressure to every project I lead. This foundation has been instrumental in my ability to navigate complex corporate landscapes and deliver consistent results.🏆 Recognized for:• Consistently achieving multimillion-dollar improvements in revenue management and reporting capabilities• Developing and mentoring high-performing teams across diverse business functions• Implementing cutting-edge technologies to streamline business processes and enhance user experiencesI'm passionate about leveraging technology and strategic insights to drive business transformation. Whether it's implementing a new CRM system, overhauling revenue attribution processes, or leading complex multi-phase projects, I thrive on challenges that push the boundaries of what's possible in the realm of business technology.Let's connect and explore how we can drive innovation and excellence in the world of strategic delivery and transformation!#StrategicTransformation #RevenueAttribution #CRMSpecialist #ProjectManagement #TechLeadership #VeteranInTech
Jefferies
View- Website:
- jefferies.com
- Employees:
- 7751
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Senior Vice President, Investment Banking Revenue Attribution And ReportingJefferiesNew York, Ny, Us
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Senior Vice President, Investment Banking Revenue Attribution & ReportingJefferies Dec 2022 - PresentNew York City, New York, UsLead and manage the implementation and transformation of mission-critical business applications, driving substantial revenue growth, operational efficiency, and strategic insight for the global investment banking division.◆ Led the transformation and operationalization of the Revenue Attribution platform managing over $4B USD annually for investment banking to manage, allocate and report on revenue. ◆ Developed and implemented executive-facing BI tools, integrating Revenue, HR, and third-party data for strategic decision-making and improved communication and transparency across the organization. ◆ Replaced legacy compensation & other operational reports with improved performance and scalability.◆ Consolidated enterprise-wide Revenue sources into a real-time data warehouse, enhancing financial visibility and reporting capabilities.◆ Mentored junior product managers and developers, focusing on product iterations, ideation, and stakeholder engagement and walkthroughs. ◆ Cultivated and maintained strategic relationships with senior leaders in the COO organization within Investment Banking, facilitating seamless project execution and alignment with organizational goals.
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Vp, Head Of Delivery, Crm & AnalyticsJefferies Sep 2018 - Dec 2022New York City, New York, UsServed as the Head of the Project Management Office and Madison Delivery Lead team, responsible for program-level reporting, documentation standards, and project management processes. Supervised a team of nine project managers across four critical workstreams: CRM, Analytics, Reporting, and Foundational Infrastructure.◆ Implemented Salesforce portfolio for Banking & Global Markets, including mobile solutions, deal pipeline management and web solutions using Tier1 managed package for Global Markets users.◆ Led and developed a team of project managers, elevating their expertise in SDLC methodologies (Waterfall, Agile), strategic planning, and operational best practices. ◆ Developed an employee skill tagging model to efficiently match required skills with utilization and available bandwidth, optimizing resource allocation.◆ Created innovative executive-level reporting models, providing 24/7 access to program-wide status updates for Banking, Equities, and Fixed Income lines of business.◆ Implemented data-driven reporting solutions to track scrum team progress against milestones at both scrum and pod levels, significantly enhancing project visibility and management.◆ Led the complete overhaul of the Opportunity to Deal process, migrating from a legacy CRM to Salesforce to manage the deal pipeline for Investment Banking.◆ Established and implemented SDLC controls, documentation standards, and a phase-driven approach to project audits leveraging scaled agile methodologies, improving overall project governance and quality.
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Senior Project ManagerMoody'S Corporation Apr 2016 - Sep 2018New York, New York, UsImplementation lead on multiple high priority & visibility Salesforce.com transformation projects for Moody’s Analytics (MA), working with stakeholders and senior leadership to ensure both internal users & external facing customers have optimized experiences.MA Roadmap ◆ Agile SSM lead providing guidance and oversight on discovery analysis across lead to cash workflow.◆ Implementation lead on multiple proof of concepts to include White Space Data, Account Consolidation & Automation, and Product Simplification.Customer Portal Refresh Phase 2◆ Manager of Offshore & Onsite resources across Development, QA & Organizational Change Management.◆ Delivery of Customer facing issue tracking module on Service Cloud.◆ Implementation of an Ad-Hoc File delivery system on Service Cloud.◆ Completed integration of Marketing Cloud to the Customer Portal.Enterprise Contact Management◆ Implemented improved tracking capabilities for product offerings within SFDC for Sales & Sales Operations.◆ Led a delivery team through an initial implementation of Marketing Cloud.◆ Streamlined reporting capabilities across SFDC & Cognos.◆ Revamped multiple customized sections within SFDC, improving Sales Operations capability to process & manage orders. -
Project ManagerMoody'S Corporation Jul 2014 - Apr 2016New York, New York, UsProject manager within EBS group implementing SFDC solutions.Customer Portal Refresh◆ Managed onsite/offsite, onshore and offshore resource teams to ensurealignment across project was clear◆ Worked with other implementation leads internally to ensure that impacts acrossmultiple MA acquisitions was accounted for and any risks mitigated.◆ Ensured successful adoption across both internal Moody’s users and ERScustomers◆ Successfully migrated entirety of B&H Documentation and configuration files onthe B&H website to the customer portal◆ Absorbed a fulfillment workstream mid project and ensured it was successfullyimplemented within agreed project timeline
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Business Analyst For Moody'SRandstad Technologies Us Jan 2014 - Jul 2014Atlanta, Ga, UsContent Management System, Phase 1◆ Analyzed requirements from stakeholders◆ Developed best process documentation, functional requirements, and worked withSMEs to create relevant design documentation◆ Worked with stakeholders to capture feedback during design to ensure feedbackas well as best practices were followed◆ Operated as a point of contact during UAT -
ManagerKpmg Jan 2010 - Jun 2013New York, Ny, Us◆ Project manager of all audit application deployments in KPMG Bermuda. Responsible for all aspects of deployment.◆ Assisted project manager with Dynamics CRM implementation◆ Manager of efficiency group ◆ Responsible for all website development of Audit practice◆ Support lead for TOG region (17 countries). Responsibilities include: leading support calls, creating/maintaining documentation, operating as a liaison between KPMG Global and TOG ◆ Assisted Finance department with STAR Reporting suite upgrade◆ Liaison between Audit practice and IT, mitigating risk whilst implementing solutions requested by Audit.◆ Developed documentation relevant to training and support of both Audit and IT◆ Implemented Dynamics CRM instance◆ Identify areas for process improvement, discuss with relevant parties and implement◆ Implemented document retention policies and procedures in accordance with KPMG data integrity policy and document retention policies◆ Analyzed current processes in use by financial department and suggested/implemented efficiencies.◆ Provide desktop support for audit application suite -
Eaudit Third Level SupportKpmg May 2009 - Apr 2010New York, Ny, UsResponsible for providing tier III support for eAudIT 2009 Extended Limited Deployment.◆ Coordinated and scheduled upgrades and installations for engagement teams with minimal downtime.◆ Resolved multiple issues pertaining to SQL and eAudiT as well as .NET 3.5 framework issues and MSDTC communication issues.◆ Created documentation and training for the National Support Center as well as documentation for IOS which is used on a national scale.◆ Acted as a liaison between the third level support group and the eAudIT business support team.◆ Assisted business team in identifying whether issues were technical or methodology in nature.◆ Resolved tickets utilizing ARS system on a wide range of issues.◆ eAudIT IT Champion
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Eaudit It ChampionKpmg Apr 2008 - May 2009New York, Ny, Us◆ Responsible for providing tier II support for eAudIT 2008 Limited Deployment engagement teams. ◆ Coordinated and scheduled multiple upgrade processes on laptops for engagement teams with minimal downtime.◆ Provided on call support for overnights and weekends, as well as IT support at remote business trainings.◆ Created documentation for QA, IOS as well as the National Support Center which included, but not limited to: testing plans, imaging documentation, training presentations. ◆ Facilitated multiple training presentations for the National Support Center, Quality Assurance as well as Application Integration Services at KPMG.◆ Provided analytical documentation to ITS groups based on the needs of business, and the impact those decisions would have on IT.◆ Acted as point of contact for ICL as well as IT champion team for the 2008 limited deployment of eAudIT.
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First Level AnalystKpmg, National Support Center Sep 2006 - Apr 2008◆ Provided phone support for over 24,000 employees nationwide on such applications as the full MS Office Suite, Krisk, Sentinel, Vector, IDEA and ADT.◆ Team member of the ITS Support Center chat program; providing text based support for users within the firm.◆ Created and issued a guide to assist with common Vector 2006 communications that was utilized by first and second level support.◆ Provided after hours support to include weekends and holidays.◆ Assisted in training new first level analysts at the National Support Center.
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Support TechnicianJanssen-Ortho Jul 2003 - Feb 2004Toronto, Ontario, Ca◆ Solely responsible for monitoring and processing a service queue that managed over 1000 requests a month.◆ Performed desk side visits to assist clients in hardware and software troubleshooting.◆ Supported a migration and reorganization of the company, as well as provided tier II support for tickets that IBM was unable to resolve.
Tom Fitzgerald Skills
Tom Fitzgerald Education Details
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Kean UniversityBusiness Management -
Air Force Technical School Keesler Afb.Communications/Computer Systems Operations
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Centenary CollegeGlobal Business
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Centenary UniversityGlobal Business
Frequently Asked Questions about Tom Fitzgerald
What company does Tom Fitzgerald work for?
Tom Fitzgerald works for Jefferies
What is Tom Fitzgerald's role at the current company?
Tom Fitzgerald's current role is Senior Vice President, Investment Banking Revenue Attribution and Reporting.
What is Tom Fitzgerald's email address?
Tom Fitzgerald's email address is hw****@****orp.com
What is Tom Fitzgerald's direct phone number?
Tom Fitzgerald's direct phone number is +121255*****
What schools did Tom Fitzgerald attend?
Tom Fitzgerald attended Kean University, Air Force Technical School Keesler Afb., Centenary College, Centenary University.
What are some of Tom Fitzgerald's interests?
Tom Fitzgerald has interest in Rugby, Civil Rights And Social Action, Environment, Education, History, Photography, Hiking, Camping, Disaster And Humanitarian Relief, Lacrosse.
What skills is Tom Fitzgerald known for?
Tom Fitzgerald has skills like Software Documentation, Management, Troubleshooting, Process Improvement, Project Management, Sharepoint, Business Process Improvement, Information Technology, System Deployment, It Management, It Strategy, Software Development.
Who are Tom Fitzgerald's colleagues?
Tom Fitzgerald's colleagues are Rich Lescoe, Horace Newman, Ingrid Westhuizen, Rohit Chakka, Robert Jagiello, Steven Tubb, Andre Labrie.
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