JAY V. CAVEY
**** *. ******* ****** #* ( Chicago, Illinois 60640
773-***-**** ( *******@***.***
FINANCE
Operations ( Business Analysis ( Financial Planning & Analysis
Proven finance operations manager with unparalleled experience in global
project management, change management leadership and process improvement.
Adept in budget planning and development. Proficient in data analysis and
forecasting.
. Developed operating budgets for 4 distinct $30M+ entities.
. Established and monitored annual operating/capital budgets for $3B
Americas operations.
. Directed operations for $90M financial systems technology transformation
project.
AREAS OF EXPERTISE
Financial Support & Reporting ( Global Finance ( Treasury
Analysis & Control
Operations Management ( Data Analysis ( Process Improvement ( Team Training
Change Management ( Budget Planning & Development ( Global Pricing Systems
Management
PROFESSIONAL HISTORY
EDELMAN, INC., Chicago, Illinois ( March, 2009 - September, 2009
Business Analyst for Global Financial Systems
Developed and led Business Support Group. Oversaw coordination of IT and
global finance organization to provide production support of global
financial systems. Liaised with senior-level executives to establish
business-critical requirements and translate into production. Collaborated
with IT to develop finance intelligence tools and systems. Developed change
management process to review, approve and drive efficiency. Managed
performance and development of staff.
Major Contributions:
. Developed/implemented wide-range support network for real-time
performance, testing and training feedback.
. Led senior-level Change Advisory Board to review, prioritize and monitor
change process and provide managerial feedback.
. Boosted efficiency and business process effectiveness and issue
resolution by developing key metrics scorecard.
CNA FINANCIAL CORPORATION, Chicago, Illinois ( May, 2003 - March, 2009
Director of Financial Services Operations
Defined project scope, approach, work plan, timelines, staffing
requirements and budgets of financial services organization. Directed day-
to-day operations, including managing daily activities (AP, travel/expense,
treasury analysis and control), project deliverables, deployment strategies
and staff development. Ensured quality of deliverables, timelines, cost-
effectiveness, budgets, and milestones. Reported to VP of Corporate
Financial Services.
Major Contributions:
. Directed operations for $90M Financial Systems technology transformation
project.
. Led reorganization project for Consolidation and Reporting Group.
. Supervised training initiatives team to identify information gaps and
implement training.
. Recruited, trained, developed, and supervised 5 functional-based finance
teams.
AON CORPORATION, Chicago, Illinois ( July, 2002 - April, 2003
Senior Financial Business Partner
Developed and implemented finance policies and practices for management
support of national client industry groups. Developed business strategy and
methodology to measure and monitor performances. Oversaw operational
management, financial support and reporting.
Major Contributions:
. Designed monthly financial statement package for industry sales leaders.
. Oversaw reorganization of 4K client accounts for improved management.
. Developed operating budgets for 4 distinct $30M+ entities.
ACCENTURE, Chicago, Illinois ( August, 1996 - May, 2002
Manager of Global Finance
Conducted trend and performance analyses of global business segment
indicators to maximize results. Established planning and reporting
functions to ensure process improvements and data integrity. Delivered high-
impact presentations to clientele on financial operations. Managed
financial planning and tax administration of partners and employees on
expatriate assignments.
Major Contributions:
. Improved efficiency by implementing global pricing system that replaced
70 stand-alone margin models with one.
. Conducted on-site training for pricing system to 800 management-level
partners and employees in 10 countries; provided ongoing support for 5K
global employees.
. Developed and monitored annual operating/capital budgets for $3B Americas
operations.
. Guided development of 300 global financial policies and directed
maintenance of global database repository.
MOUNT CARMEL HEALTH SYSTEM, Columbus, Ohio ( September, 1992 - June, 1996
Senior Financial Analyst
Prepared and presented annual operating, capital, and long-range financial
plans for $400 million organization.
Major Contributions:
. Produced financial statements and statistical analysis for both periodic
reporting and pro-forma special projects.
. Established goals, policies, and procedures related to the planning,
budgeting, and forecasting processes.
EDUCATION
Master of Business Administration in Finance (Honors)
Capital University, Columbus, Ohio
Bachelor of Business Administration in Marketing (Honors)
Ohio University, Athens, Ohio