Manager Management

RUBEN MUNIZ

Jacksonville, FL Area H: 904-***-****

linkedincom/in/rubenmuniz M: 973-***-****

*******@***.***

EXECUTIVE SUMMARY

Disciplined, creative and bilingual leader with international background and a unique blend of experience in Diversity Management,

Finance, Strategic Planning, Enterprise Intelligence and Consulting. Strong hands on management skills in diverse and complex

environments. Proven record of accomplishment leading successful teams in strategic analysis. Recognized for management and

implementation of multi-million dollar initiatives. Winner of numerous national recognition awards for leadership and diversity.

Fluent in English and Spanish. Areas of expertise include:

Global Financial Planning & Analysis Project / Program Management and Technology Liaison

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International Functional Management Executive Enterprise Reporting and Analysis

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Enterprise & Business Intelligence Management Information System Leadership

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PROFESSIONAL EXPERIENCE

MUNIZ BUSINESS SOLUTIONS, LLC, Jacksonville, FL 2008 – Current

Management Consultant for Strategic Analysis, Business Intelligence, FP&A, Finance Transformation, Project & Engagement

Leadership, Data Transformation, Data Governance, Data Management and Strategic Diversity Management. Relationships include:

Hispanic Institute for Life & Leadership, (The HILL) Northeast Florida Region

Consultant for Diversity Management, (2014 – Current)

Managed projects in Diversity Engagement, Diversity Intelligence, Corporate Funding, Diversity Job Boards, Las Voces –

Guest Speaker Series, Board of Directors composition

Resources Global Professionals, Central Florida Region

Consultant for Information Management, FP&A and Business Intelligence (2014 – Current)

Managed projects in Business Intelligence, Software Selection and Master Data Management

KPMG LLC, New York, NY

Director Advisory for FP&A and Business Intelligence (2011 – 2012)

KPMG is a Big 4 Accounting and Advisory firm with 25,000 employees in the US. Managed projects in Financial Planning

&Analysis, Transformation, Business Intelligence & Data Management

Managed KPMG’s taskforce to establish the marketing point of view on Oracle Business Intelligence, FP&A and

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Data Management

Integrated KPMG’s Business Intelligence point of view with Global Intelligent Enterprise initiative

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Led national initiative on the development of Enterprise Expense Reduction Management alliance as part of

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Intelligent Enterprise service offerings

The market leader for Hispanic Go to Market Initiatives, an extension of the CDO and local market leader

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PROVIDENT NEW YORK BANCORP (PBNY), Montebello, NY

Head of Executive Reporting & Business Intelligence (2010 – 2011)

Created the office of Business Intelligence for growth in businesses and product development

Created strategic dashboards that were instrumental in improving profitability, reducing credit risk 15%,

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increasing deposits 10% and reducing account churn 5%

Created profitability application that included activity-based costing, transfer pricing and allocations

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Implemented Project Management office and creation of a roadmap for Data Governance

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COMPINTELLIGENCE INC, New Canaan, CT

VP Business Intelligence (2008 – 2010)

Oracle EPM Consulting engagements for Fortune 500 clients specializing in financial services

Managed engagements with global financial services firms that led to 25% increase in consulting.

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Led client engagements that required specialization in Oracle’s Hyperion Enterprise Business Intelligence.

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Covered Financial Services, Real Estate and Pharmaceutical sectors

CIT GROUP INC., Jacksonville, FL 2012 – 2014

Global Director, Strategic Business Analysis & Enterprise Intelligence, Global Vendor Finance

Managed Strategic Analysis initiatives, executive reporting, sales, credit and operational reporting of a $5B portfolio

Established the roadmap to build out the QlikView platform globally. The team improved data coverage to include all

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geographic regions in the first year, 25 countries across Americas, Europe and Asia.

Established predictive analytics that contributed to a 15% growth in origination applications and new volumes

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Led data governance initiatives and strategy that identified 250 critical data elements to be improved

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Identified over 784 reports to be rationalized across all functions and global operations

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RUBEN MUNIZ

Page 2 H: 904-***-**** / M: 973-***-****

HSBC, New York, NY 1983 – 2008

Business Manager, Global Banking, the Americas (2005 – 2008)

HSBC is a top five global financial services firm with 35,000 employees in the US. Served Chief Operating Officer Function in

matrix organization for Global Banking for the Americas

Division experienced record growth during tenure: staff grew 100%, balance sheet grew 200% to $85B and return on

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capital grew 40%

Created marketing presentations for US & Latin America operations and CEO dashboards

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Managed FP&A and strategic planning initiatives and developed strategic plan and balanced scorecard, which produced

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200% revenue growth over 3 years in US, Latin America and Canada

Monitored $65B portfolio to global Fortune 100 clients for relationship returns and capital use

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Developed capital management model, which saved $3B in regulatory capital for US and Latin America

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Managed global relationships with credit, operations, finance, IT and risk management.

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Director of FP&A and MIS, Global Banking & Markets (1997 – 2002)

Managed large staff of senior business analysts and systems analysts in all facets FP&A, business commentary and the annual

operating plan process for $250B portfolio and staff of 2,500.

Led multi-million dollar transformation of reporting, budgeting and strategic planning using Oracle’s Hyperion Enterprise

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and Planning applications for several legal entities and general ledgers

Integral to the creation of the five-year strategic plan for global banking & markets sector

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Vice President of FP&A and Profitability, HSBC Midland Bank (1988 – 1997)

Assistant Vice President of Financial Systems, HSBC Marine Midland (1983 – 1988)

COMMUNITY / DIVERSITY POSITIONS

KPMG Hispanic & Latino Network Leader NY Metro Group 2011 – 2012

PRIMER, (PR in Management & Exec Roles) Vice President 2010 – 2013

HITEC (Hispanic in Technology Executive Council), member 2004 – Present

ALPFA (Association of Latino Professionals), COO 2006 – 2009

Repertorio Espanol, Board of Directors 2004 – Present

Allianza Dominicana, Business Advisory Council 2006 – 2008

Women of ALPFA, member 2002 – 2008

Hispanic Professional Network Group, member 2004 – 2008

Wall Street Diversity Leaders, member and guest speaker 2002 – 2008

Manhattan Hispanic Chamber of Commerce, member 2002 – 2005

HSBC Hispanic Employee Resource Group, Chair 1999 – 2004

AWARDS

KPMG Encore Award for Leadership Excellence 2012

Hispanic Engineer & IT recognition as an influential Hispanic in Technology 2011

SCIP (Selective Corporate Internship Program) Partnership Award 2010

HITEC Top 100 Recognition (Hispanics in Technology Executive Council) 2009

PRIMER (Puerto Ricans in Mgt & Executive Roles) Member of the Year Award 2007

NELI (National Eagle Leadership Institute): National Eagle Leadership Winner 2004

HSBC Excellence in Leadership Award 2001

PROFESSIONAL AFFILIATIONS

TWDI (The Data Warehouse Institute)

JHUG (Jack Henry Users Group)

HUG (Hyperion Users Group)

OAUG (Oracle Application User Group)

NABCA (National Association of Bank Cost Accounting)

EDUCATION

Bachelors of Business Administration, Applied Economics & Finance, Pace University, NYC

Associates in Applied Sciences, Marketing, Pace University, NYC

Contact this candidate