Executive Summary

Over ** years of IT business and management expertise creating innovative solutions, growing revenue and ensuring exceptional delivery to executives across the Insurance, Financial Services, Retail and Manufacturing industries. Extensive experience in strategy, consulting, reengineering, operations, application development, testing, production management and infrastructure. Designed and managed the implementation of strategic business transformations through M&As, including ERP selection & integration, Business Process Improvement (including Call Centers & Customer Centricity), System Standardization, Consolidation, Conversion, Decommissioning and Infrastructure. Negotiated numerous legal contracts including M&A provisions, MSAs, SLAs and SOWs.

Work Experience

President & Principal Consultant, Nordic Bear Consulting, Inc. Mar 2014 – Current

Provide Strategic Executive, Program & Project Management Consulting services to business and IT executives. Assist in formulating and overseeing organization's information systems planning, policies and practices in collaboration with executive leadership.

Program manager at a NYC Retirement Agency leading efforts to replace a legacy system.

Program Manager for SugarCRM to replace Salesforce for a major client globally.

Developed the strategy, budget and implementation of all Identity Management, Governance, Risk and Security services at UTC and Univision. Responsible for all P&L, budgets, forecasting and risk/alternatives modeling.

iGate Technology Solutions – VP and Global Client Partner, Sales & Delivery 2012- Mar 2014

Global Client Partner, managing all revenue, profitability & growth. Significant client strategic growth in NA/US, EMEA and APAC, expanding revenue from $45M to $75M in 18 months spanning consulting & strategy, mobility, customer centricity, global sales &service platforms and infrastructure. Managed all executive relationships globally. Successfully modeled, sold and implemented a 5 year, $109M infrastructure support model resulting in a $5M savings per year.

Cognizant Technology Solutions – Global Client Partner 2004- 2012

Global Client Partner for Major Insurance and Retail clients. Generated significant revenue growth at MetLife (to over $116M). Responsible for all legal contracts (MSAs/SLAs), New Logo Business Development. Client Partner for the implementation of SAP into Retail clients. Managed all sales, delivery, executive relationships, proposals and contracts.

President & Principal Consultant, RSA Consulting, Inc. 2002-2004

AIG: Sold the work and reported directly to the CIO, assisting AIG through their IT reorganization. Managed the overhaul of all onsite/offshore vendor management, the PMO Office, and a major Re-Insurance program.

Other clients: JPMC - Responsible for redesigning the global legacy platforms for all financial reference data; NYC Police Pension Fund - Managed all business reengineering efforts to define and create a new client Retirement ERP (strategy, requirements, gap analysis, "quick-hits," vendor analysis, financial analyses, implementation project plans).

Efunds Director 2000-2001

Managed the Insurance & Financial Services practice serving as ‘Hunter’ for new Business Development including Guardian, NYL, Nationwide and EquiServe. Created and presented all business & marketing materials and proposals to potential clients. Accountable for all New Business Development, deliverables, and all client relationships.

KPMG Sr. Manager 1996 - 2000

Business Process Improvement, Business Requirements and System Selection

Managed the teams to redesign Enterprise-Wide business processes. Expertise in all business operations and finance (Ops, Customer Service, Sales, W/H, A/R, A/P, G/L, and financial closing).

o Directed teams of consultants in Europe, Asia and the US to generate and execute the Business plans to consolidate disparate financial operations for BGS. Saved $5 MM+ in Receivables, Lost Invoices, Product Quality and Time to Market, and Reduced the Global Monthly Closing process from over 21 days to 7 days.

o Directed KLINE in developing reengineered Enterprise-Wide business processes and Upgrade Oracle Financials, eliminating the instances of lost containers and shipments.

o Defined end-to-end business and systems requirements with particular emphasis on finance and accounting. Successfully implemented SAP for Kaneka of Texas, incorporating global system interfaces and local and global financial reporting.

o Redesigned Workflows and systems allowing ChaseMellon Shareholder Services to reconcile accounts from an 18 month delay to a 4 month delay, eliminating over $25 MM in capital risk.

o Directed and taught Ricoh the global ERP system selection process through all of its business units, including vendor demos, evaluations and negotiations.

o Designed the Plans for MSC to convert to JD Edwards ERP, streamlining Finance and Tool Production.

Strategic Development: Formulated and Sold Global IT Strategies for M&As, Consolidations and Divestitures. Business functions include Finance, Operations, Sales, Customer Service, HR, and Shared Services.

o Directed 30+ international senior management personnel for DuPont’s 10 $B acquisition of Pioneer Seed to create the IT/Business integration strategies across the business. Served as counsel and direct Mentor to the CIOs.

o Developed divestiture and consolidation plans for CEOs, CFOs and CIOs, realizing $10's M+ in savings and successful “Day 1” Operations; Created and taught the M&A IT Methodology for Nationwide.

Senior Project Leader

o Planned, sold and directed the implementation team for BaaN ERP at MCMS.

o Designed, Sold and Managed a group of 100+ to implement an image-enabled dispute resolution system for Prudential.

IT Due Diligence: Sold and directed confidential Due Diligence analyses for clients considering acquisitions. Recommendations presented to the Bd. of Dir’s included discovered risks or unanticipated IT expenditures resulting in direct client reductions in corporate buy-out pricing, or confidence in existing pricing structure.

Deloitte & Touche Manager 1994 - 1996

Systems Integration and M&As: Created, sold and executed programs for the systems integration of successful M&As. Developed complete h/w, s/w integration specs options & cost analysis for each option.

o Led multiple teams in the Redesign of Payroll, HR and Benefits for Nine West’s Acquisition of US Shoe. Reengineering included all systems, technological, personnel and training issues amid conflicting and sensitive dynamics.

o Created the Strategy and Budget for the Systems Integration Component of the Phillips van Heusen acquisition of Crystal Brands. Redesigned Workflows include store Point-of-Sale, Warehouse, Distribution and Shipping.

Document Imaging, Workflow and Reengineering: Developed imaging user requirements, BPI, system requirements, image-enabled forms, cost benefit analyses and implementation plans.

o Led the design for business and technical requirements, Workflow redesign and New Image-Enabled Forms for the HR Dept. of Mississippi. Created the Cost-Benefit and Break-Even Analysis for integration to the client’s mainframe.

System Assessments: Created financial & operational systems and interfaces for Pru, Cigna, AIG, and American Re-Insurance. Developed strategic recommendations and tactical transition plans to migrate from legacy systems.

NYC Transit Authority Manager 1989 – 1994

Managed the full Development, Implementation, Integration and Support of all train dispatching & time and attendance systems. Full DBA mgmt responsibility for all production databases. Sold programs to the users, provided budgeting and manpower estimates, task plans, issue tracking and resolution. Primary business executive liaison.

Solomon Brothers Project Manager 1986 – 1989

Bond Market Research, Bond Portfolio Analysis: Developed client requirements and created applications to analyze bonds, mortgages, foreign currency options and economic statistics. Created Applications for Traders resulting in $8M in Revenue. Created and managed all applications used for formal client and new media publications. Managed an international software library. IT liaison for business analysts and bond traders.

Grumman Aerospace Corporation Engineer 1980 – 1986

Created and published the innovative criteria for composite materials, used firm wide. Selected for the Master’s Fellowship Program, a highly competitive management-training program. Liaison between engineering and manufacturing for the F-14 and Space Shuttle programs. Evaluated cost analysis proposals for manufacturing efficiencies. Authorized to sign-off on structural blueprints. Utilized CADAM and finite element modeling techniques.

Education

M.B.A. Finance, New York University

M.S.M.E. Polytechnic University, Full Corporate Fellowship/Scholarship

B.S.M.E. Polytechnic University, Cum Laude

A.A.S. Academy of Aeronautics, Summa Cum Laude

Contact this candidate