Manager Management

Vice President / Director / Team Member

Business Transformation / Operations / Enterprise Systems /

Financial Process / IT and IS Process / Compliance, Controls & Audit / SDLC

/ Project Leadership

o ERP, Applications, Project Management and SDLC Leader: I have enjoyed a

successful career in Information Technology, Finance and Accounting, that

has included positions of increasing responsibility with well know firms

in the investment management industry including Allianz, PIMCO and

Oppenheimer Capital; and with companies providing professional services,

software solutions, health care, distribution and manufacturing.

o Business Transformation and IT: Over the past 15 years I have applied a

foundation in finance and accounting to develop successful IT

organizations that partner with, guide and support accounting, finance,

analytics, and human resources with software solutions, and the

standardization and restructure of operations including: strategy,

business process; financial and management reporting; Chart of Accounts

design; audit readiness; and business enablement through business and

system integration.

o Proven Record: I am fortunate to have a proven record of business

transformation initiatives that include full cycle project management;

SOX standard business process, compliance, security and controls, and

deliver process, methods and systems that meet SOX 404 standards with

exceptional and repeatable audit results.

o Team Player: My experience has taught me the value of a productive and

cohesive team. This philosophy transcends from leadership to a "shirt

sleeve" ethic working side by side with my staff as both mentor and

member.

BS - St. John's University, New York

Select Accomplishments & Skills

o Sarbanes Oxley 404 Leader. Directed initiative to design, develop and

achieve Sarbanes Oxley 404 compliance within a 6 month time frame,

including business transformation efforts to support optimized business

requirements and continued compliance with Section 404 for IT,

Accounting, Finance and HR, with zero spend on third party software.

Delivered methods and solutions are the foundation of showcase level

systems, policies and procedures associated with compliance, IT best

practice, business process; and on-going process, security and audit

standards.

o Managed Business Transformation, Enterprise Systems, SDLC initiatives,

and development of client support solutions related to the CFO and HR

Offices for both corporate center and global affiliates effectively

supporting business objectives and, where appropriate centralizing IT

business solutions.

o Strategic and tactical management for the requirements and development

efforts necessary to deliver a best of breed multi-national investment

management fee billing system which centralized solutions; and improved

time and cost efficiencies across business units.

o Managed implementations of world class financial accounting systems which

included: Full cycle RFI/RFP development, contract negotiation, partner

and resource management; project management; business process

reengineering; centralization of back office operations; define and

manage new ownership structures within the accounting systems

Career Summary

o Independent Consulting Professional; 2008 - present

o Allianz Global Investors, L.P. Vice President, Corporate Business

Systems; 2005 - 08

o PIMCO Advisors, L.P. (Acquired by Allianz Global Investors, L.P.) Vice

President Finance Technology; 1998 - 05

o Oppenheimer Capital (Acquired by PIMCO Advisors, L.P.) Vice President

Financial Information Systems; 1995 - 98

o Mahoney Cohen Consulting Director of Administration / Management

Consultant; 1994 - 95

o Foundation Software Laboratories, Inc. Manger Regional Support; 1992 - 94

o Barrister Information Systems Corp. Regional Manager; 1990 -92

o Staff Builders, Inc. Corporate Accounting Manager; 1988 - 90

o Martlet Importing Co., Inc. General Accounting Supervisor; 1986 - 88

o Steinway Piano Accounting Supervisor; 1985 - 86

o LVC Industries, Inc. Office Manager; 1981 - 85

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