William W. Email & Phone Number

New York, New York, Us

New York, New York, Us

Leads ICS Segment Strategic Plan & Operating Plan (Budget) (5B Revenue, 1B+ EBITA)Head of Segment Technology FP&A and business partner to the CTO (Software Engineering + Infrastructure)Leads Segment investment prioritization and analysis for over $100M of discretionary capital and engineering investments Oversees segment free cash flow forecasting and analysis including internal software builds, client conversion spend, physical equipment, leasehold improvements and perpetual/term licenseFinance Partner to Product organization -leads the execution, delivery and analysis of engineering/technology expense at a product level. Presents analysis to executive leadership regularly - including CFO & corporate officersHead of ICS facilities FP&A and business partner to the head of real estateLeads team of managers & analysts while partnering with technical accounting and corporate finance

New York, New York, Us

Leads team and oversees:Over $100M of Discretionary investment spend including Software Development, Technology Equipment, Operations Equipment & Leasehold Improvements. Manages:ICS Tech Product Development P&LICS Infrastructure Technology P&LICS Facilities P&LICS Security P&LICS Capital InvestmentsICS Datacenter Modeling (including On Premise, Public Cloud and Mainframe Expense)Totaling over $400M in annual spend. Supports Segment CFO, CIO, CTO and CPO with insights and reporting into over 60M in annual discretionary strategic engineering efforts.Supports internal finance partners building business cases to support investments reviewing metrics and return calculations (IRR/ROI) ultimately presenting to CFO.Oversees all segment labor deferrals, investment capitalization requiring a heavy partnership with controllership on a segment and corporate level. Leading initiative to transform ICS technology into a best in class centralized business unit.

New York, New York, Us

Head of ICS Technology & Facilities FP&A including Product Development, Software Engineering, Infrastructure, Datacenter & Total Segment capital totaling over ~$375M in annual spend.

Atlanta, Georgia, Us

Planning and Analysis lead for GP Integrated Solutions Consolidated Reporting - $900M annual revenueLead Business Partner supporting Chief Product Officer

Worldwide, Oo

Finance Business Partner to US Chief Operating Officer, Head of US Technology, Global General Counsel & Head of US Operations.Supports US Chief Operating Office Function & US Investment Platform function with financial planning, forecasting, strategic financial decisions, process improvement & ad-hoc analysis.Assists with annual fund profitability reporting and daily fee revenue forecast for structured alpha product line.Manages & trains offshore FP&A team; Streamlines processes & assists with offshoring repetitive processes.Partners with Global Finance & Controlling to implement global policy in the US.

Palo Alto, California, Us

Led team through annual Budget, Strategic Plan, Monthly Forecasts & Monthly Actual reporting at a Worldwide Corporate level. Heavy emphasis on business partnership both inside and outside of finance. Team lead for the creation and management for SaaS KPIs & trends; Ensured that metrics were communicated for rapid growth SaaS & Subscription Segment ($450M annual revenue)Responsible for the creation and management of Quarterly earnings presentations & top line revenue analytics presented externally ($4B annual revenue)Reviewed & Consolidated monthly global forecast, annual strategic plan (3-5 year outlook) & annual budget on both a geographic & product levelOversaw material revenue & bookings processes in excess of $4B annually.Helped to lead transition from reporting 605 GAAP revenue to 606 GAAP requiring the creation of new metrics and KPIs

New York, New York, Us

Managed full P&L for rapid growth Mutual Fund product line Partnered with business unit executives to coordinate key initiatives related to revenue, cost savings, pricing, and strategic planning.Presented monthly results; Coordinated and produced annual budget & strategic plan; Presented Ad-Hoc analysis.Managed quarterly ICS Fee & Revenue consolidation & analysis for Fee Revenue totaling over ~1.5B annually.Restructured & improved legacy processes for Marketing Communications business unit in order to provide in depth client level analysis to senior management.Systems Used: Oracle; Hyperion (Essbase); Excel; Access; TM1 (Forecasting & Planning)

New York, New York, Us

Managed full P&L for Rapid Growth Mutual Fund Product Line within ICS Supported GM & Executive Leadership by presenting monthly forecast, annual operating plan, strategic plan, pricing support & ad-hoc analytics.

New York, New York, Us

Supported Issuer & Transfer Agent business - presented monthly financial results to senior client services leadership & management.Managed IT Infrastructure & Development expense budgets totaling over $500M annuallyManaged, Reported and Presented actuals, forecast and plan related to company wide (GTO & ICS) capital expenditures in excess of ~$100M annually. Partnered with executive leadership within Infrastructure and Development organizations to prioritize critical projects and capital expenditures & assist with meeting critical plan & forecast targets.

New York, New York, Us

Managed monthly billings process for rapid growth Mutual Fund product set within ICS.Integrated acquisitions into Oracle billing system in excess of ~$50M annually.Trained newly created Broadridge India shared services associates on automation projects and transitioned work as directed to overseas billing and revenue accounting teams.

New York, New York, Us

Bachelor Of Science (Bs), Financial Economics

Master Of Business Administration (Mba), Finance & Financial Management