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Project Manager Sales

Jamaica, New York, United States
January 15, 2018

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New York USA Email: Cell: 917-***-****

Global Financial Projection Revenue & Business Expansion Strategic Analysis

Accomplished senior-level finance professional with a 20-year track record of successful business planning, strategic analytics, investment optimization, P&L management, and business transformation for a global organization. Offers expertise in managing organizational change to achieve maximum results. An innovative strategic thinker with excellent communication and project management skills, with demonstrated ability to manage multiple projects simultaneously within tight deadlines and deliver on key milestones and business goals.

Core Competencies

Change Management Financial and Strategic Planning Budget Development and Management

Financial Management and Investment optimization Accounting and Financial Operation PMO

Competitive Benchmarking Relationship building / influencing Executive Review Agile Implementation

Career Progression

American Express, New York August 1997 to Present

(Leading global payments and travel company with 58,000 employees and annual revenue of $25 billion)

Senior Project Manager

Business units: Global Merchant Services September 2014 December 2017

(Global Merchant Services, 2015 Sales of 800 billion and PTI of $270 million)

Lead the development and implementation of a global solution for Third Party Acquirers to comply with global Anti-Money Laundering (AML), Anti-Terrorist Financing (ATF) laws and regulations.

Composed sound policies and procedures to fulfill Know-Your-Customer (KYC) principles and customer identification regulations.

Effectively coordinate and prioritize Global AML/KYC regulatory project implementation with technology partners, as well as key stakeholders (e.g., regional/local teams, legal, compliance, technology, PCG, FIU).

Senior Business Manager

Business unit: Global Business Services October 2011 – April 2014

(Global Business Services PTI of ($174) million)

Analysis finance processes being done for the Global Network Business and implementing self-servicing initiative to reengineer finance concierge services.

Created and managed financial analysis, planning/forecasting and reporting for Global Network Business (previously non-existence).

Analysis, Development and implement processes that would equitably allocate the appropriate expenses and revenues to the GNS Partners reflect the true economics of operating on the network.

Instituted new Global ATM Pricing strategy through the company, utilizing enhanced MIS to align Transfer Pricing more precisely to actual costs per acquirer market.

Business units: Global Network Services July 2008 – October 2011

(Global Network Services Americas Division, 2010 Sales of $31 billion and PTI of $150 million)

Analyzing financial trends (profitability, liquidity, etc.) of American Express publicly released financial statements in collaboration with Corporate Planning & Investor Relations in order to provide accurate and transparent explanations to the investment community regarding the Company’s operating results.

Analyzing exposure of international operations to foreign exchange rates and US business cost of funds (interest rates); performing sensitivity analysis of income statement to these exposures and formulating decision to hedge exposures

Constructing valuation models to determine discounted equity cash flows and calculating financial ratios such as ROI & ROE to influence investment decision making

Business units: Global Merchant Services April 2001 – July 2008

(Global Merchant Services, 2010 Sales of 400 billion and PTI of $150 million)

Managed and prepared the Budgeting\Forecast and Long-Range Plan for a business unit with annual Charge Volume (Sales) over $400.0 billion and $2.0 billion in Revenue.

Provide consultation to identify risks or opportunities in meeting net income target of over $850.0MM and revenue growth targets 15% year over year.

Executive updates of quarterly performances through performance scorecards

Identify key business opportunities and build new accounts underwriting models.

Business units: GLOBAL CORPORATE SERVICES August 1997 – April 2001

(Global Corporate Card Services, 2010 Sales of 262 billion and PTI of $753 million)

Managed monthly results process for Corporate Service, Small Business, and Business Travel (function was migrated to FC-W)

Prepared monthly Profit and Loss Statements managed the monthly pass through revenue reconciliation.

Worked on the due diligence of Big Vine (Open Small Business Network)


(North-European financial group serving 400,000 corporate customers and institution, with assets of SEK 2.180 trillion and revenue of Revenue SEK 33.88 billion)

Senior Accountant,

Consulting, Restructuring and Business Advisory services

Responsible for the preparation of financial statements including capital adequacy income statements, balance sheet, contingent reports, Income/Cost Ratio analyses, Expense Variance analyses.

Responsible for the reporting of Income Statements to the Head Office including all intra group transactions. Recommendations to the Board of Directors of Fortune 500 Companies

Prepared regulatory reports to the Federal Reserve Bank and New York State: FFIEC035, BC, BL-1, BQ-1, BQ-2, FR2900, FR2951, FC-1, Abandoned Property Reports.

THE CLOROX COMPANY Aug 1992 – Oct 1995

(Global manufacturer of various food and chemical products with revenue of 5.45 Billion)

Provide financial leadership and insight for key corporate strategic platforms.

Managed multiple brand budgets (Totaling $107MM, existing, accruals, and new products)

Calculated competitive spending, historical category analysis, inventory analysis retail margin analysis, non-food key accounts volume trend, and graphs category and brand overview charts for business review.


New York University, New York, NY: Leadership and Management Degree

State University of New York at Binghamton: Accountant

Computer and System Knowledge

IBM Compatible. LAN Environment, WordPerfect Office 12, Microsoft office suite 2016, Walker General Ledger, CadMis, SEBIS General Ledger, IBM Focus programming, IRI Data Server (provide intelligence to develop Market strategies), Essbase, TM1, Cognos Series 7, Oracle

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