Management Marketing

ALAN PATTERSON

**** ******* ***, ***********, **, 43082 650-***-**** **********@*******.**.***

DIRECTOR / EXECUTIVE, SENIOR LEVEL

Business Intelligence & MIS / Portfolio Analysis & Reporting / Financial Planning &

Forecasting / Product Management & Marketing / Consulting

Entrepreneurial, Start-up and Fortune 500 Companies : career to date has comprised extensive experience in both

small companies and large corporations. Built and operated two successful businesses with profit / loss responsibility

Profit / Loss Responsibility : grew revenues from zero to $200K monthly within my first year at Visa International, and

grew revenues from $150K (first year) to $800K (sixth year) in my private business, subsequently sold for a significant

profit

International Experience : began my career in the U.K., which comprised working with clients locally and in Europe

Leadership : managed 20+ direct reports, involving continuous productivity improvement, developing relevant skill sets,

improving staff morale, staff mentoring and succession planning

BSSc Honors Queen’s University, United Kingdom : Business Administration

SELECTED SKILLS AND ACHIEVEMENTS

Business Intelligence / MIS, Portfolio Analysis & Data Mining : design intuitive Executive Dashboard

1.

solutions, mission-critical KPIs, Operations productivity Scorecards (automatically distributed to 3,000 Analysts

daily), data models, drilldown report structures and business performance reporting. End-user aesthetics critical for

success. Drive business efficiencies through proactive, continuous data analysis. Lead the interpretation and

reporting of KPIs to Executive management in order to directly impact business planning and strategy. Partner with

IT (Data Warehouse), Marketing and other functional Teams to drive strategic BI direction.

Financial Planning, Budgeting & Forecasting : build annual budgets & forecasts (2007 - 2009 Net Operating

2.

Loss forecasts within 1% accuracy). Compile business cases and ROI analyses. Generate pricing & revenue, cash

flow and profitability models.

Product Marketing : evangelize Business Intelligence solutions to Executive management, highlighting

3.

features, benefits and ROI. Quantify revenue enhancement opportunities from implementing improved targeted

marketing campaigns (Visa Rewards), and drive Operational cost reduction by identifying exceptional activity and

associated expense. Segment prime and sub-prime customers based on historical behavior and loss rends (vintage

analysis). Work closely with Marketing & Business Development Teams to build and execute go-to-market plans.

Be the product expert / evangelist. Successfully launched a suite of Business Intelligence software products to the

top 100 financial institutions in the US and Europe, with a 100% success rate.

Product Management & Development : drive inbound customer requirements to ensure they are accurately

4.

documented and implemented by Development into existing or new solutions. Direct the strategic product

roadmap. Partner with Marketing & Business Development Teams to articulate outbound direction and effective

marketing collateral.

Consulting & Customer Support : work closely with internal and external clients to provide proactive, timely

5.

and relevant recommendations. Enhance clients’ ability to increase efficiencies and improve profitability by

continually monitoring portfolio performance. Build and maintain excellent client relationships.

Leadership & Training : enhance Team performance by developing relevant skillsets. Continually mentor staff

6.

to improve productivity, efficiencies and morale. Ensure all clients derive business improvement from the

solutions. Maintain accurate marketing collateral and user documentation.

August 2006 to present :

JPMorgan Chase, Columbus, OH

Consumer Risk Director (MIS). JPMorgan Chase is one of the largest financial institutions in North America. Recruited

as a change agent to drive automation and transform the portfolio performance reporting function in order to control and

mitigate operational losses. Achievements include :

Building a BI / MIS Team ; initially managed four Risk Management staff, but responsibilities quickly

expanded to include the Risk Operations MIS Team – an additional sixteen employees. The current Team now

supports 5,000 staff in both the Consumer Banking Risk Management & Risk Operations organizations

Automating Risk reporting ; the reporting function comprises both strategic Risk Management and tactical

Risk Operations analysis. Significant manual effort was required to produce a wide range of reports & analytics,

which has been transformed with the introduction of automated (SAS BI / Futrix) solutions for senior

Executives and Managers, displaying mission-critical KPIs (updated daily). Relevant information now flows

automatically & seamlessly on a daily basis from upstream data silos to intuitive end-user Dashboards (currently

800 users, 500 Manager sessions daily)

Regular & ad-hoc reporting / analytics ; customized and ad-hoc reports for Executive Management are now

produced within seconds, including detailed staff productivity analytics & Scorecards. Resource-intensive

processes have been eliminated, and the automation & analysis of regular reporting has driven productivity

improvements and significant headcount reductions across multiple LOBs. MIS Team skills have been enhanced

to quickly & efficiently produce ad-hoc requests & analyses

Operating loss budget & forecast ; the MIS Team is responsible for compiling the annual Net Operating Loss

budget and ongoing forecasting, which in 2007 - 2009 was accurate to within one percent

Data repositories ; raw data feeding automation efforts was housed in disparate Systems, involving numerous

incompatible technologies. Drove the business case & obtained approval for a $1M server project to house

summarized data & cubes (SAS / Futrix), making access to & delivery of data seamless to a wide audience

May 2004 to January 2006 :

Marketworks Inc, Atlanta, GA

Business Intelligence Product Manager. Marketworks (now Channel Advisor) was the leading provider of sales

automation software and marketing services for multi-channel online selling, and eBay's largest Preferred Solution

Provider. Marketworks broadened the scope of its infrastructure to include multi-channel selling capabilities, creative and

marketing services, and channel outsourcing. Achievements included:

Product Management/Marketing (BI) ; drive business requirements and work closely with Development

staff to implement. Conduct frequent presentations to top clients to validate & evangelize a new BI solution

Business Intelligence and Performance Reporting ; build the new BI solution for all Marketworks’

clients, greatly enhancing the current product offering. Includes dashboard/report design, KPI definition, Order

Management, Customer, Inventory and Channel Management modules. Research CRM solutions (Netsuite,

Salesforce) and produce CRM requirements documentation

Website Analytics ; implement a site analytics solution (Omniture) for the Corporate site and 200 client

sites. Enhance client performance and customer conversion rates to improve profitability

Client Consulting ; advise clients on customer marketing opportunities and operational efficiencies

July 2000 to October 2002 :

Silicon Summit Technologies (SST), Burlingame, CA

Director of Product Management (Business Intelligence). SST built an ASP transaction processing service for

institutional brokerages in the equity markets, which involved linking Buy-side and Sell-side institutions through a

Financial Information Exchange (FIX) protocol engine and Order Management Software (OMS). Achievements

included :

Product Management/Marketing (BI) ; manage and prioritize business requirements for an on-line client

information service. Design the content and structure of critical reports to be of maximum benefit to clients.

Design interface & build a wide repository of pre-defined reports

Business consulting ; develop a business information consulting service to clients

Sales forecasting & financial analysis ; develop pricing models and analyze the impact on sales and

revenues

Budgeting & planning ; ensure the accuracy of business models and cash flow forecasts. Identify new

market and revenue opportunities

Quality assurance ; run testing scenarios against the GUI to ensure the accuracy of development work.

Produce and maintain accurate client documentation

March 1998 to April 2004 :

Built and grew a commercial retail business in Silicon Valley. Responsible for all financial and P&L aspects of the

business, subsequently sold for a large profit in April 2004

February 1998 to July 2000 :

Formed and managed the Alan Patterson Investment Partnership, a private partnership investing in equities / options

July 1997 to February 1998 :

Silicon Summit Technologies (SST), Burlingame, CA

Business consultant: ensured client requirements were prioritized, documented and successfully implemented

July 1987 to July 1997 :

Visa International, Foster City, CA

Visa International, European Operations Center, London, U.K.

Senior Product Manager (1993) : Developed a suite of VisaVue Solution Series BI software solutions, driving the

successful launch of the Visa Rewards program in 1995. Achievements included:

Product strategy and development ; lead business analysis from both an internal (company) and external

(client) perspective. Identify, prioritize, document and implement enhancements based on client requirements

and feedback. Work closely with technical staff/developers to drive forward client requirements within budget &

ensuring on-time delivery. Work closely with QA to ensure the accuracy of enhancements. Central expert

resource within Visa worldwide for the solutions

Consulting ; frequent interaction with financial institutions to improve their business performance, the

effectiveness of marketing plans, reduction of exceptional items, and to advise on business issues

Sales & Marketing ; compile, manage and implement regional marketing plans, with frequent Regional

interface and support. Presentations to senior Visa staff and Executive management at financial institutions to

evangelize and sell the Solution Series solutions. Work closely with Marketing and Sales to ensure accurate and

consistent product messaging regarding functionality and benefits

Training & customer support ; work with internal business development and external client staff to train users

of the software. Work closely with business development to maintain excellent client relationships

Head of Data Validation (1991) : Ensure the accuracy of Europe, Middle East & Africa (EMEA) member information on

the Visa International corporate database. Achievements included :

Consulting ; provide detailed Member performance information to internal staff for use in EMEA projects.

Introduce and implement the Regional Information Center concept to EMEA, utilizing the Visa International

corporate database. Central expert resource within Visa EMEA for all Member reporting

Marketing & implementation ; ensure the successful marketing and smooth implementation of a major

technical project, involving contact with (and supporting) Visa EMEA's financial institutions, verifying their

technical/business details, and liaising with Visa USA to automate a billing process for the EMEA region

Staff management ; mentor a small team on this effort

Training ; responsibility for training EMEA staff on the information center database

Represent EMEA on the Worldwide Database Steering Committee, formed to obtain regional agreement on

database enhancements and improving processes & procedures. Membership of this Committee based upon

expert knowledge of Visa's business and of internal EMEA requirements

Divisional Account Executive (1989) : manage and enhance a divisional reporting function on a 'one-point-of-contact'

approach. Represent EMEA on business trips to the US Region, ensuring EMEA Regional requirements are implemented.

Subsequent visits involve training on relational database principles and programming language techniques (SQL).

Coordinate the divisional budget, manage a decision support projects and compile business models (examples included a

cost/benefit scenario for potential new Members banks and a major review of the pricing structure for the U.K. market)

Senior Management Information Analyst (1987) : comprehensive statistical analysis and reporting. Publish a monthly

Business Activity Report, the sole source of performance metrics for the EMEA region. The distribution list for this report

comprised Visa Executive management worldwide. Compile detailed reports for quarterly Board meetings and for

Advisers’ meetings (Executive management of large banks). Frequent liaison with all LOBs on data projects and ad-hoc

requests for information. Ensure the accuracy and relevance of information within the EMEA region.

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