Associate Director
CurrentZachary delivers management consulting services to financial institutions as a member of the Banking, Insurance & Capital Markets practice focusing on corporate strategy, business transformation, operational excellence and program management. Notable achievements include:Conducted an assessment of the service delivery organization within a top retirement plan provider ($475B Act. Values) focused on organizational structure, process efficiencies, and technology enhancements. Executed product owner responsibilities for multiple solutions, including defining product vision, brainstorming and prioritizing features, and facilitating end-user demos and senior leadership reviews. Directed end-to-end evaluations of processes and technology across multiple groups, contributing to cost savings of over $10MM. Partnered with the global head of a new organization within a premier financial institution to establish, build and maintain the organization to fulfill a directive administered by the board of directors. Activities included developing a target operating model, conducting a resource analysis, authoring new policies, and creating a structured communication plan to engage stakeholders.Managed the creation of an enterprise-wide data management program for a Fortune 50 financial services institution at the direction of C-Suite executives. Oversaw several priority workstreams aimed at creating policies, designing and implementing the proper data architecture, developing controls, and building the necessary organizational structure to facilitate the program.Led a business assessment for a fund accounting group within a global investment manager to identify areas for potential cost savings, process efficiency gains and outsourcing opportunities. Activities included coordinating a benchmarking exercise of service provider fee structures, identifying processes suited for robotic process automation, and pinpointing outsourcing opportunities within each function.
