Richard Wilson

** **** *****, ********, ** ***** USA Tel: 203-***-**** Email: acg79z@r.postjobfree.com

Skype: rich.l.wilson Linkedin Profile: www.linkedin.com/in/wilsonrichardl/

FINANCE MANAGEMENT EXECUTIVE

VP FINANCE OPERATIONS CFO DIRECTOR OF FINANCE, BUDGET & FP&A

PROFESSIONAL SUMMARY

Hands-on leader with over 20 years of high quality experience and measurable success in finance, operations and

technology expansion. Leading international organizations, including IIE, JBFCS, NYU (Polytechnic Institute and

Skirball Institute), New York Medical College, Yale University and Lipha Pharmaceuticals, Inc. Experienced in

strategic planning, financial analysis and reporting, budgeting, forecasting, operational management, business

intelligence, KPIs and financial systems implementations (both in-house and SaaS applications). A track record

of superior customer service as well as financial gains, improving financial transparency and bottom-line

performance by quickly understanding needs and providing instant value.

CORE COMPETENCIES

General Accounting &

Specialties FP&A Behavioral

Treasury Management

• Financial & Operations • Strategic Planning & • General Ledger • Leadership &

Forecasting Supervision

Management

• Budget Development & • Monthly, Quarterly, & • Effective

• Strategic & Long-Range Planning Management Annual Closings Communicator

• Forecasting, Budgeting Preparation • Strong Analytical Skills • ERP- PeopleSoft, Oracle, • Collaboration Skills

SAP, Lawson, etc.

& Analysis

• Software Upgrades & • P & L Forecasting • Internal Controls • Develops Others

Implementations

• Process Analysis, Documentation, • Cost Variance, Budgets, • Investment & Cash • Innovator

Accounting & Actuals Management

& System Improvement

• External Reporting & Audit • Hyperion, Adaptive Insights, • Banking Relationships & • Service Oriented

MS Excel, etc. Wire Transfers

Administration

• Grants & Contracts Pre- and Post- • Cost Analysis & Controls • P&L Management • Resourceful

Award Management

KEY ACCOMPLISHMENTS

• Prepared Strategic Plan, cost restructuring, new COA and due diligence analyses for organizations in excess

of $900 million. (Enhanced financial and organizational management)

• Created an RFP, scorecard and implemented a new Budgeting, Planning, and Forecasting application,

Adaptive Insights, including a scorecard and UAT. (Improved Decision Making) Played a lead role in the

upgrade to a sophisticated PeopleSoft ERP system from SAP and Excel. (Integrated processes and improved

productivity)

• Led strategic reorganization of Human Resources and Payroll Dept., created a fiscal report distribution server,

project tracking system, and was project lead on the conversion and implementation of Ceridian Dayforce (a

SaaS time & attendance application), including an RFP and UAT. (Improved reporting, reduced errors &

improved management costs by $950K per year)

• Accelerated financial reporting processes. Identified inadequacies in reporting procedures. Defined and

implemented new reporting systems. Elevated communication between headquarters and divisions.

(Decreased monthly closing cycle while improving reporting)

• Led Accounts Receivable reporting and improvement taskforce to audit and reclaim receivables. (Cost

savings of 4.5MM in one fiscal year)

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PROFESSIONAL EXPERIENCE

Institute of International Education (IIE), New York, NY

Director of Finance & Budget 2013 – 2015

Central point of contact to all directors and vice presidents for initiating, monitoring and reviewing all budgeting,

forecasting and management reporting of a $905 MM budget across 18 finance managers, 50 division directors

and 12 VPs for 250 programs that benefit 20,000 grantees from 175 countries. Supervised 2 full-time staff.

• Responsible for in-depth budget preparation, analysis and management reporting. Presented to

Executive Committee, Budget & Finance Committee and senior management on a monthly,

quarterly, and annual basis with a focus on budget variances. (Improved report frequency & quality)

• Built pricing and revenue forecasting models, cost analyses and trend analyses; prepared

recommendations for management to implement procedures to improve the organization's financial

position. (Improved profitability)

• Reviewed all federal and non-federal grants, contracts, cooperative agreements and budgets.

(Growth of $442 MM in FY 2014)

• Administered IIE’s $124 MM endowment/investment portfolio. (Increase of $9.3MM in FY 2014)

• Treasurer and CFO of IIE, 809 United Nations Plaza Building, Condo Board. Contributed to

refinancing of Bond at 809 United Nations Plaza Building. (NPV savings of $1.9MM)

Jewish Board of Family & Children’s Services (JBFCS), Hawthorne, NY

Senior Director of Finance & Financial Systems {Promoted to this position} 2013

Senior Director of Finance & Special Projects 2011 – 2013

Responsible for the financial operations and strategic planning of $225 MM budget for over 185

programs serving programs in New York City and Westchester in more than 70 locations. Recruited by

the Controller as the chief financial advisor for special projects for process improvement, customer

service and improved financial transparency. Supervised 3 full-time staff.

• Led several projects, including strategic reorganization of Human Resources and Payroll Department,

creation of fiscal report distribution server, project tracking system, electronic time & attendance application

and the project lead on the conversion and implementation of Dayforce (a new Workforce

Management/HR/Payroll application).

• Designed financial and organizational management reports utilizing Lawson (General Ledger). Ceridian

(HR and Payroll) and Anasazi, Accumedic (EHR) and Fund E-Z (AR) systems.

• Developed, built and managed strategic dashboards, BI data models, KPIs and advanced reports.

• Coordinated data mining and reports resulting in a prospective return of over $2 MM in savings per year.

Polytechnic Institute of New York University (NYU-Poly), Brooklyn, NY

Assistant Vice President of Financial Operations 2010 – 2011

Responsible for $100 MM in budget (operating funds, tuition & fees, capital, sponsored funds and

several financial departments in the University), expenses, receivables, operations and cash flow

management for the Institution, including satellite offices in Westchester, Long Island and Israel.

Supervised 11 full-time staff and 5 part-time student employees.

New York Medical College (NYMC), Valhalla, New York, NY

Assistant Vice President of Financial Operations 2006 – 2010

Responsibilities included integral day-to-day financial and administrative management of activities for the

Medical School. Provided information and analyses of problems that are necessary for setting priorities, goals,

and objectives for programs and resource allocation. Created budgets and provided online financial reporting to

more than 50 academic (basic science and clinical) and administrative departments. Assisted in financial

research, statistical analysis, tuition & fees, capital budgets and space management. Supervised 3 full-time staff.

EDUCATION

Master in Public Health candidate (May 2015), New York Medical College, Valhalla, NY

Bachelor of Science, Healthcare Administration, 2009, ( magna cum laude), New York University, New York, NY

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SOFTWARE SKILLS

Oracle, Hyperion, SAP, PeopleSoft, Ceridian, Dayforce, Adaptive Insights, Fundware, Lawson, Access, Paradox,

Filemaker Pro, dBase, Microsoft Office (Access, Excel, Word, Outlook, PowerPoint, Project, Visio)

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