Tom Walsh
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Tom Walsh Email & Phone Number

Head of FP and A at Sequoia Financial Group
Location: Greater Cleveland, United States 12 work roles 2 schools
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Current company
Role
Head of FP and A
Location
Greater Cleveland, United States
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Tom Walsh is listed as Head of FP and A at Sequoia Financial Group, a with 361 employees, based in Greater Cleveland, United States. AeroLeads shows a matched LinkedIn profile for Tom Walsh.

Tom Walsh previously worked as Head of FP&A at Sequoia Financial Group and SVP Head of Healthcare Innovations at Pnc. Tom Walsh holds Mba, Finance from Weatherhead School Of Management At Case Western Reserve University.

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Sequoia Financial Group

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About Tom Walsh

I am an innovative and dynamic financial services executive with a unique combination of expertise spanning new product development, strategic planning, and finance. A proactive leader with a proven track record in developing innovative product lines, establishing performance improvement initiatives, and managing cross-functional teams. I have deep experience leading development projects, forging strategic business partnerships, and leveraging leading-edge technologies to solve real-world business challenges.I consistently challenge the status quo not only in the products I develop, but also in my personal development. With a passion for problem solving, I utilize a vast background, knowledge, and professional skill set to design and implement strategies to drive revenues and improve organizational efficiency. Key Accomplishments:- Managed team that developed and launched first-of-its-kind, machine learning-based claim predictor product that enables healthcare providers to identify claims with high likelihood of denial. Product recognized as a 2023 BAI Global Innovation Award Finalist.- Leadership role in consortium of companies that formed Avaneer Health, a start-up company seeking to revolutionize healthcare industry via participant-based network that enables permissioned, secure, trusted exchange of healthcare data among industry stakeholders.- Managed multi-disciplinary team spanning product, technology, operations, and risk/compliance to bring Ripple cross-border payments application into production. PNC is the first major U.S. Bank to utilize the Ripple platform.Expertise: - Product Development | Human-Centered Design | Go-to-Market Planning | Pricing Strategy - Strategic Planning | Partnership Negotiation | Team Building | Risk Management- Financial & Management Reporting | FP&A | Budget & Forecasting | Financial Modeling- Healthcare | Revenue Cycle Management During my personal time I love to travel, spend time on the golf course, and enjoy making music with friends.

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Sequoia Financial Group
Sequoia Financial Group
Head of FP and A
Cleveland, OH, US
Employees
361
AeroLeads page
12 roles · 34 years

Tom Walsh work experience

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Head Of Fp&A

The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities.Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.

Svp Head Of Healthcare Innovations

Pnc

Manage team of four innovation leads driven to understand our healthcare clients' most pressing challenges and develop innovative products with compelling value propositions. Focused on revenue cycle automation and business office automation for healthcare providers and insurers.Spearhead new product initiatives from ideation through design, development, and product launch. Vetted market opportunity and business cases in support of funding requests.

2022 - May 2024

Svp Treasury Management Innovations - Blockchain / Distributed Ledger Lead

Pnc

Led the organization’s exploration of blockchain and distributed ledger technologies. Forged strategic business partnerships with technology companies and healthcare industry leaders in support of proofs-of-concept and development projects across multiple blockchain platforms including Hyperledger Fabric, DAML, and Corda.Partnered with a large regional healthcare providers and insurance companies to develop proof-of-concept leveraging smart contracts to adjudicate and pay healthcare claims in real time. Additionally, led co-development effort with major technology partner to create a blockchain-based application that manages value-based care models (VBC) and related payments. Utilized smart contracts to manage parameters of retrospective VBC contracts among providers and insurers, reconcile charges and payments, and automatically initiate settlement payments.Presented and served as panelist on the potential of blockchain in healthcare including at Healthcare Financial Management Association (HFMA), Healthcare Information and Management Systems Society (HIMSS), and Distributed Health conferences.

2017 - 2022 ~5 yrs

Vp Treasury Management Innovations

Pnc

Cleveland, Ohio

Directed the evaluation and design of new product initiatives from ideation through product launch with a focus on revenue cycle management and business office automation for healthcare providers.Researched and evaluated industry trends to identify customer needs, assess competitive landscape and quantify market opportunity. Held ideation and design thinking sessions with client end-users to define product scope, features and roadmap.Performed build/buy/partner analysis and financial modeling with a focus on strategic fit and return on investment. Developed business cases in support of funding requirements and ultimate go/no-go decisionFormulated go-to-market plans including strategic business partnership and acquisition analyses, vendor contract negotiations, product positioning, pricing models, and product launch plans.Managed multi-disciplinary teams through the development of product plans, technology requirements, and the identification of risks and associated mitigation plans driving toward execution and deployment

2011 - 2017 ~6 yrs

Corp & Institutional Bank - Controller / Manager Analyst Team

Pnc

Cleveland, Ohio

Managed 10-person analyst team focused on monthly line of business reporting responsibilities, in addition to leading ad hoc analytical projects in support of business operations.Coordinated monthly line of business reporting and forecasting for the combined Corporate & Institutional Bank including preparation of monthly reporting package, financial controls review, and communication of significant issues/trends to Executive Management.

2009 - 2011 ~2 yrs

Group Cfo Corporate Bank (Regional & National Markets)

Cleveland, Ohio

The Corporate Bank represents $53B of assets and over $2B of annual revenues spanning multiple business lines including Lending, Treasury Management and Capital Markets. - Managed staff of five with responsibility for financial reporting, analysis of monthly business results and forecasting of future performance for the business line.- Coordinated annual planning process including sizing of revenue growth potential, development of operational plans, and recommendations on expense management. - Responsible for evaluation of capital expenditure requests. Focus placed on strategic fit/priority, development of business case and evaluation of financial benefits (NPV/IRR).

2005 - 2008 ~3 yrs

Manager Of Funds Transfer Pricing

Funds Transfer Pricing is the internal cost allocation methodology that is key to establishing profitability of loan and deposit products. Managed staff of four analysts responsible for analysis, review and implementation of methodologies

2004 - 2005 ~1 yr

Manager Of Forecast/Budget

Responsible for review and analysis of coporate earnings forecast and budget including preparation of executive reporting package, highlighting of risks/opportunities and identifying significant business unit trends

2003 - 2004 ~1 yr

Corporate Financial Analyst / Special Projects

Functioned as independent analyst working on a variety of ad hoc projects. Projects were typically open-ended requiring development of analytical framework and concise summary of results. Projects included peer bank financial analysis, sale-leaseback transactions, revision of the corporate standard capital expenditure evaluation model to focus on NPV and IRR.

1997 - 2003 ~6 yrs

Business Valuations Group - Intern

Utilized financial modeling techniques including discounted cash flow and market comparable approaches in the valuation of privately-held companies. Also performed industry and company research for use in valuation analysis

Jun 1996 - May 1997

Senior Accountant - Auditor

Planned and executed all aspects of financial statement audits including budgeting, staffing, account analysis and preparation of financial statements for both multinational manufacturing and financial service industry clients

1993 - 1996 ~3 yrs
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Colleagues at Sequoia Financial Group

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2 education records

Tom Walsh education

FAQ

Frequently asked questions about Tom Walsh

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What company does Tom Walsh work for?

Tom Walsh works for Sequoia Financial Group.

What is Tom Walsh's role at Sequoia Financial Group?

Tom Walsh is listed as Head of FP and A at Sequoia Financial Group.

Where is Tom Walsh based?

Tom Walsh is based in Greater Cleveland, United States while working with Sequoia Financial Group.

What companies has Tom Walsh worked for?

Tom Walsh has worked for Sequoia Financial Group, Pnc, National City Bank, and Ernst & Young.

Who are Tom Walsh's colleagues at Sequoia Financial Group?

Tom Walsh's colleagues at Sequoia Financial Group include Julie B., Claude K., Laura Sternheimer, Mba, Cfp®, Ben Nadworny, and Patrick Snell, Cfa.

How can I contact Tom Walsh?

You can use AeroLeads to view verified contact signals for Tom Walsh at Sequoia Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Tom Walsh attend?

Tom Walsh holds Mba, Finance from Weatherhead School Of Management At Case Western Reserve University.

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