Joseph Kopel acb2ka@r.postjobfree.com

*** ****** **. 732-***-****

Rumson, NJ 07760

Summary

Consulting professional with 20 years banking experience including 15 years SAP Banking experience. Big 4

leadership positions as PwC, SAP Financial Services Director, Deloitte Consulting, Practice Head SAP Financial

Services, and Consulting Engagement Director with SAP America. Has provided project oversight and engagement

management for global projects in excess of $100MM. SME at SAP for the development of core banking loans &

deposits functionality, PM for the initial version of IS-Banking in 1997 and numerous implementations of FICO.

Senior consulting professional who combines leadership, team building, and facilitation skills to achieve project

objectives. Proven record of success in business development, practice building, and project delivery with deep

domain knowledge in retail and commercial banking. As a Client Partner and trusted advisor at Hewlett Packard, led

consulting services for HP’s $1B Bank of America account. C-level presence with excellent presentation and

communication skills.

In addition to his leadership positions in consulting and the corporate world, as CIO for LCconnect, Mr. Kopel played

a key role in securing funding and developing the LCconnect concept into an operational vehicle.

Competencies

• •

Consulting practice leadership Business Development

• •

SAP Core Banking modules SAP delivery expertise

• •

Practice building – SAP consulting Domain expertise-financial services

• •

Relationship management Engagement management

• •

SAP blueprinting Project pricing & risk management

• •

Program/Practice management P&L management

• •

SAP techno-functional expertise Certified SAP FICO

• •

SAP solution architecture SAP: Treasury, CRM, HCM

• •

Strategic management SAP Bank Analyzer

• SAP Treasury – AFI

Career Highlights

• As a Business Development Director with PwC, developed the PwC brand (now IBM) as the lead System

Integrator (SI) for SAP services to the financial services industry in North America. As a result achieved $18

million of new business services in 9 months.

• As a Practice Head at Deloitte Consulting built the SAP Financial Services Practice into a profitable business.

• Managed a 12-man proposal team charged with securing and implementing a $278MM financial

transformation RFP. SAP was the enabling technology.

• Created a professional services relationship between PwC and a major Swiss insurance conglomerate for PwC

to provide system integration and business transformation services in all their North American and Caribbean

entities. Subsequently, closed this business with a value of $250 million and as a result of this success

recruited by Deloitte Consulting to build and manage their SAP FSI Practice.

• Directed the development of all business applications and technical infrastructure for a $957 million credit

rating firm. Project had a ‘drop-dead’ completion date and achieved on time completion. Consequently,

charged as an agent of change to transition existing staff, hire, train, and motivate new staff members, and

export the new systems to overseas offices. Created a global entity-relationship data model and directed its

implementation in a relational database management system.

• Built a startup consultancy practice to $8+ million revenue in only 12 months for Deloitte Consulting.

• Developed for LCCONNECT, Inc. an operational and technological capability to support an online auction

and application processing for credit instruments. investors.

Education

MBA, Information Systems, Pace University

MBA, Accounting, Fairleigh Dickinson University,

BS, Industrial Engineering/Operations research, New Jersey Institute of Technology

Experience

Wipro Technology 2011 - Present

Practice Director-SAP & Oracle Banking Solutions-North America

• Managed the Oracle Financial Services alliance and SAP FS alliance

• Develop IP and collateral materials for the practice.

• Create pricing models and pricing strategies for implementation work and projects.

• Develop best practices, tools, and accelerators.

• Developed HANA POC at Capital One

• Review/respond to RFI’s/RFP’s.

• Managed the alliance with SAP for core banking & GRC systems.

• Cost/price and resource projects.

• Work with clients to develop risk sharing models.

• Consult with execs at financial services firms as a trusted advisor.

• Develop practice business plans.

• Develop name recognition and establish the company “brand” in North American banking.

• Represent company at industry events.

• Provide executive project oversight.

• Create staff training plans.

• Implement Go to Market strategy with product alliance partners.

• Work with client to develop onshore/offshore/near shore staffing models.

Independent Consulting 2009 - 2011

Practice Director–Advisory consulting practice for banking, financial services, and payment/card industry.

• Review/research the (16) Titles of the Dodd Frank Act.

• Provide input for the development of solutions for “next” generation of mobility apps for the financial

services industry.

• Develop a 3-year (2012–2015) revenue plan and investment strategy.

• Develop company strategy for core banking consulting solutions.

• Manage staffing, training & mentoring.

• Coordinated/manage offshore teams.

• Respond to RFPs/RFIs and create cross-functional teams.

• Author, review and negotiate SOWs.

• Author whitepapers, articles and position papers.

• Represent company at industry events.

• Team with Marketing to develop collateral.

• Participate in presales activities.

• Developed strategic approach and tactical plan to assist a “top 50” company integrate their SAP

financial and management reporting systems with an acquired company.

• Completed blueprinting for the design and implementation of a SAP ECC6 financial system at a

multi-billion $ Wealth Management firm. Services included change management and financial best

practices and legal entity design and reg reporting.

• As the sales lead closed a $5M financial system implementation for a FSI company.

• Developed a strategy for a regional CPA firm to enter the advisory consultancy market as a

provider of ERP software selection and integration oversight services.

Hewlett-Packard Company 2005 – 2009

Client Partner-Consulting Services (Bank of America) & SAP Project Manager

• “Trusted Advisor” to LOB heads and C-level executives to advise on IT transformation and

consolidation, finance transformation/re-engineering, acquisition absorption, and expense

management using technology and HP services as the enabler.

• Managed the services component at the $1B Bank of America account.

• Managed a 12-man proposal team charged with securing and implementing a $278MM financial

transformation RFP. SAP was the enabling technology.

• Demonstrated record of accomplishment identifying, closing, and managing in excess of

$200MM in professional services fees in the last 2 years.

SAP America 2003 – 2005

Consulting Engagement Director

• Managed a services sales and engagement management organization charged with delivering and

managing $55M in new business. Won pivotal deals with JP Morgan Chase, Allstate, and UMB.

• Identify and develop new services opportunities in financial services.

• Manage proposal development.

• Develop project costing, pricing, and risk sharing models.

• Managed RFP/RFI responses for FSI SBU.

• Manage client MSA.

• Manage relationship with client procurement execs.

• Develop banking IP, tools, and accelerators.

LCconnect, Inc 2000 – 2003

Chief Information Officer

• Recruited as a key partner to launch startup B2B e-commerce auction-services company. Charged with

establishing strategic alliances, building proprietary technology and raising start-up capital.

• Developed for LCCONNECT, Inc. an operational and technological capability to support an online auction

and application processing for credit instruments, that accomplished the following: 1) LCCONNECT realized

$581 million in credits in the first 4 months the venture was initiated; 2) Developed business and alliance

relationships with global organizations; and 3) Sold the business and technical/operational concepts to VC

firms and other investors.

• Raised $9+ million startup capital, authored business plan and designed proprietary technology as 1 of 3 key

executives.

KPMG 1998 – 2000

Senior Manager

• Drive growth for SAP services in financial services industry.

• Engagement manager for The World Bank.

• Team lead for developing a financial systems consolidation at Wells Fargo and Norwest.

• Team lead for New York Life insurance SAP implementation proposal.

• Recruit, train, mentor, and manage staff.

• Taught Miller-Heiman Strategic Selling methodology.

• Represent KPMG at conferences, including Sapphire.

Deloitte Consulting 1997 – 1998

Practice Head, SAP Financial Services

• Build a SAP consulting practice for the financial services industry.

• Develop a strong SAP-Deloitte relationship.

• Create a business plan for the practice.

• Establish the Deloitte SAP consulting practice as the preeminent practice in the fs industry.

• Speak at conferences representing Deloitte Consulting.

• Develop best practice and service offerings.

• Identify and recruit experienced staff.

• Train, mentor, and manage staff.

• Sell practice internally to Deloitte partners

• Manage P&L.

• Grow business revenue.

• Directed SAP/FSI in Europe, Canada, and South Africa.

PwC 1995 – 1997

Director, SAP Financial Services Business Development

• Introduce PwC as premier brand to financial services for SAP consulting.

• Achieved $18MM in 9 months for new business. Quota was $5MM for 12 months.

• Project Manager for Warburg SAP implementations

• Identify best practices for SAP FSI implementations.

• Develop strong relationship with SAP America sales team.

• On-campus recruiting.

• Represent PwC at Sapphire.

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