Bilingual: Speaks Business And Tech
Seasoned, senior IT leader who meets and exceeds expectations by integrating business acumen and experience with solid technical background. Uses technology as the tool to remove barriers to success. Excels at managing the relationship between technical and nontechnical stakeholders.
Comprehensive IT background within banking, mutual funds, insurance, web-based eCommerce and healthcare settings. Demonstrated success serving as a change agent and providing enterprise-wide business process reengineering, producing cost-effective, scalable and business-appropriate technical products. Known as exceptional manager, team leader, consensus builder and project manager, effectively leading others to reach goals and objectives. Strong oral and written communicator and presenter, comfortable making presentations to executive management and large groups as well as making the technically complex understandable to non-technical people. Extensive international experience. Expertise includes:
Data Warehouse/BI Strategic Enterprise Process Management, Design & Implementation Budget Formulation Management COTS (ERP, CRM, SFA) Implementation and Customization Project, Portfolio & Program Planning
Full charge budgetary and HR responsibility: teams of 80+, budgets of $20M+.
Former Director of EPAY Development at a cutting edge Electronic Bill Presentment and Payment dot-com. Complete responsibility from presales to post implementation.
Complete responsibility for the enterprise data warehouse and business intelligence at the country’s 16th largest bank.
As CIO, created IT function from scratch, strategically analyzing business. Developed and implemented enterprise IT solution (6, 12, 24 month roadmap) which totally revolutionized every aspect of the enterprise.
LINCOLN Financial Group, Philadelphia, PA 2014 – Present
Serve as senior manager in Defined Contributions division PMO of major insurer. Lead a disbursed, virtual, outsourced development team to combine 5 legacy systems on to 1 customer facing SaaS platform.
Successfully managed rolling program of up to 16 work streams as part of a multi-year, SaaS, enterprise-scale Defined Contribution Administration reengineering effort.
Ensure delivery of a business appropriate, scalable, high-quality product consistent with LFG business objectives by effectively working with senior business management in conjunction with vendor management.
Maintain scope, budget and quality standards by managing vendors and Statement of Work.
Provide weekly presentation of executive sponsors by collecting metrics, developing dashboards and decks.
Created multidisciplinary new client onboarding team. Turned onboarding into a process from individual projects.
KEY BANK Cleveland, OH 2007 – 2014
Complete bank-wide responsibility for enterprise data warehouse and business intelligence.
Redesigned processing, reducing reporting time from 3 weeks to 5 days by partnering with IT peers.
Rebuilt reporting from DB2/SAS to Linux/Cognos by partnering with LOB leaders.
Co-managed merger of Union State Bank into Key Bank’s IT system and product line, resulting in seamless transition with no significant issues.
Implemented design and execution of a disaster recovery plan as division’s Business Continuity Coordinator.
PRINCETON ECOM, Princeton, NJ 2002 – 2007
Director EPAY Development
Provided decisive direction of B2C and B2B web development for VC backed financial services dot com.
Drove development of customer-facing, web-based, data-centric, electronic bill presentment and payment implementations to outside clients such as Verizon Wireless, Wright Express, and UPS amongst others.
Oversaw implementation of Oracle ERP products, modules included G/L, A/R, A/P, F/A, P/O, Oracle Express, OFA, OSA, Hyperion. Served integral role to business process management effort in streamlining business processes through an integrated accounting platform.
Spearheaded development of new ACH-based remittance engine, replacing product which was neither reconcilable nor auditable.
CIGNA, Philadelphia, PA 1999 – 2002
Director IT Finance
Led dramatic transformation of all financials systems for $400M division of Fortune 100 insurance company.
Chaired Business Process Management (BPM) initiative with senior business management, ensuring current work flows were efficient and consistent with business goals. Facilitated creation of a road map, ensuring Finance IT function seamlessly overlaid business model. Conducted repair/replace, build/buy analyses. Wrote RFIs, RFPs, evaluated proposals. Committee was retained to facilitate constant improvement efforts.
Oversaw implementing Oracle GL, F/A, A/P, A/R, Oracle Express, OSA, OFA, Hyperion providing an integrated, Y2K compliant, auditable financial platform for first time in division history. Spend: $20M.
Managed Integrated Billing program. Redesigned data flows and business operations to feed new, advanced fee calculation product with all invoicing done through Oracle A/R. Prior system had 5 legacy products each producing inaccurate, redundant invoicing, and requiring an office of 120 FTEs to check accuracy of invoicing. Office was closed as invoicing became accurate, with thousands fewer invoices per month sent to clients. Spend: $8.3M.
MCFAUL AND LYONS, Trenton, NJ 1995 – 1999
Led stunning transformation of every aspect of enterprise at middle market, closely held, hospital management consulting firm.
Created IT function from scratch, strategically analyzing business. Developed and implemented enterprise IT solution (6, 12, 24 month roadmap) which totally revolutionized every aspect of enterprise.
Drove Enterprise Business Process Management initiative, ensuring corporate work flows were efficient and consistent with business objectives before automation began, becoming permanent enterprise function to foster Continuous Improvement initiatives. Evangelized new technologies to business community.
Oversaw implementation of Sales Force Automation, Customer Relationship Management, ERP, Call Center, Exchange Server, providing email service for first time, and project planning and management products. Built corporate VPN, linking 5 remote offices and 350 on-road consultants.
Built data warehouse tracking 3K hospital operating statistics, used for benchmarking.
Additional Financial Experience
DREYFUS CORP, New York, NY
Senior Systems Consultant
Led teams of up to 40 as Senior IT manager for country’s 6th largest mutual fund company.
CITICORP, New York, NY
Senior Project Manager
Led teams of 12-35 to develop and manage risk, loan origination, syndication, servicing, and securitization, trading and accounting systems. Worked in all aspects of domestic and international commercial banking.
Web and Client/Server Tools:
Application Development: J2EE, Java, C++, Pro*C, SQLWindows, Quest, ReportWindows, Visual Basic, Crystal Reports, Oracle Developer 2000, PL/SQL, T-SQL.
Databases: MS SQLServer, Sybase, SQLBase, DB2, Oracle, Informix.
Operating Systems: Windows 3.11, 95, 98, ME, XP, MS DOS, Windows NT, UNIX (AIX, Solaris, SCO), LINIX.
Communication: MS LAN Manager, MS WAN Manager, Novell Netware 3.x, 4.x, SQLGateway, MDI Gateway, MQ Series, AT&T/Novell NetWare Connect, Frame Relay, VPN.
Office Automation: MS Word, Excel, Power Point, Access, Project, Page Maker.
Packages: Oracle Applications and Portal, Platinum, Proamics, Clarity, Clientele, Maximizer SFA, FMS, New Horizons CRM, Bloomberg AIM, LoanIQ.
Other Tools: ER/Win, Bachman, SQA Robot, Mercury, Rational Rose, Data Stage, Informatica, Ab Initio, Documentum, Cognos, SAS
Main Frame and Mid-Range Tools:
Application Development: Prime Information (Pick), IBM CICS COBOL, PL/I, JCL, JESII.
Operating Systems: Primos, IBM-OS/VS/MVS/XA, zOS
Communication: IBM SNA, HASP, RJE, PrimeNet, ARCnet
Management Methodologies and Tools:
Methodologies: PMBOK, Agile/SCRUM, RUP, Iterative, JAD, Waterfall, Oracle AIM, RAD, JAD.
Tools: MS Project, Clarity, Project Management Workbench, Visio, Planview
Financial: SWIFT, CHIPS, Fed Wire, ACH, EDI
Education & Certifications
Masters of Business Administration (MBA), Temple University, Philadelphia, PA
Bachelor of Science (BS), Computer Science, Spring Garden College
Bachelor of Science (BS), Accounting, Villanova University, Villanova, PA
FINRA Series 7 and 63
Citicorp Finance Professional