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Management Executive

Port Chester, New York, 10573, United States
March 16, 2011

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******* J. ********


** **** ***** ***** ****: (914) ***-****

Rye Brook, New York 10573 Mobile: (917) ***-****


Senior Financial executive with a proven track record as a results-oriented change agent and the ability to

set strategic direction in a complex, multi-location, multi-transactional environment on a global scale.

Strong financial planning and analysis skills in expense review, setting cost reduction targets and

developing cost allocations across multiple divisions. Additionally, has a consistent record of partnering

with technology in developing and/or enhancing major reporting and forecasting systems, creating

increased cost transparency, thus increasing profitability.


Geller & Company / Bloomberg, LP, New York, NY


Director-- Financial Planning & Analysis

• Designed and implemented a new firm-wide annual budgeting process for Bloomberg, LP.

• Served an integral role in defining the target operational processes and procedures to transition

from a one-dimensional environment to the current multi divisional and business-aligned environment.

• Enhanced monthly financial management reporting to senior executives with greater detail and

integrated data visualization to provide more insight to the financial health of the business.

Morgan Stanley, New York, NY

1987 – 2008

Executive Director -- Strategic Planning and Analysis-Institutional Operations

2005 – 2008

Worked closely with senior management to review existing systems and design and implement cutting-

edge reporting methods, in addition to participating in other strategic initiatives within the department.

Responsible for all financial reporting for an $800 million division. Operations representative on IT

steering committee for all technology spending. Supported Program Portfolio Management by

implementing procedures for reviewing and prioritizing projects worth over $300 million.

Major accomplishments:

• Initiated and designed the blueprint for an activity based costing system.

• Created standards for metrics reporting notifying senior management of potential issues.

• Designed and established benefits realization tracking for major projects, allowing for ongoing financial

review and reprioritization.

• Designed a risk/reward self assessment tool for the Transformation Service Department, supplying an

analytical process to improve returns.

• Created and implemented a division wide monthly reporting system for worldwide locations.

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Home: (914) ***-****

Executive Director -- Corporate Treasury

2002 – 2005

Managed the execution and regulatory aspects of enterprise-wide funds transfers. Supervised

management reporting and coordinated Cash Management’s Business Continuity Planning strategy.

Major accomplishments:

• Designed and implemented a major revision of the wire payment process to improve operational risk

and intra-day liquidity which reduced a major concern by some of the firm’s largest customers.

• Created IT manpower budget and tracking process to improve reporting for a major technology project

portfolio of over $30 million.

• Major participant in strategic realignment of Cash Management that reduced non-value-added positions

by 10% and enabled the department to increase its advisory role to business units.

• Managed wire payment processing of over 2,000 transactions per day.

Executive Director -- Controller of Finance, Administration and Operations

1994 – 2002

Responsible for all corporate support departments, including Firm Management, Finance, Operations,

Legal and General Services worldwide. Total worldwide budget was approximately $1.3 billion.

Interfaced with all divisional Managing Directors to review their departmental expenses, allocations and

budget variances.

Major accomplishments:

• Initiated and implemented major outsourcing program in General Services saving over $4 million.

• Implemented cost reduction program to reduce domestic external brokerage expense by $5 million per


• Streamlined the annual budgeting process, saving $7 million in internal expenses.

• Created and developed a Project Management reporting group that tracked 600 projects valued at over

$500 million, allowing senior management more financial control.

• Managed real estate Controllers group responsible for construction of a new $700 million corporate


Vice President -- Controller of Information Technology and Operations

1991 – 1994

Supervised financial control and reporting of global technology services and worldwide operations with a

$600 million budget for data processing, telecommunications, market data, systems development and


Major accomplishments:

• Directed the financial segment of the restructuring of all information technology functions within

Morgan Stanley into one 1100-person division, saving over $20 million.

• Implemented a cost reduction program to reduce vendor costs and streamline operations, generating $9

million in new savings.

• Initiated, designed and implemented a globally integrated cost allocation system enabling business units

to understand and control their technology expenses.

• Managed the design and installation of a capital budgeting model that decentralized budgeting and

planning for specific acquisitions while enhancing the level of control of overall capital expenditures;

achieved savings of over $5 million per year.

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Home: (914) ***-****

Vice President -- Controller of Operations

1987 – 1991

Managed all financial oversight for a $160 million worldwide division, including the annual planning and

budgeting process.

Major accomplishments:

• Participated in the restructuring of the Operations Division from a product line to a functional

organization reducing headcount by more than 10%.

• Developed uniform trade definitions for all worldwide branches, providing standards for cost

comparison across business units thus reducing repetitive analysis.

• Designed and implemented a global cost allocation system for the business units that allowed them to

increase their profitability by product line.

International Paper Company – Controller

Prior to 1987

Held various financial positions with increasing responsibilities and scope. Activities included monthly

reporting, capital budgeting, product costing and variances analysis.


Master of Business Administration in Finance -- Iona College

Bachelor of Science -- State University College at Oswego

Concentration: Business Administration

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