Career Summary

Pioneering, entrepreneurial, and value-driven Finance/IT business partner with diverse and progressive multinational experience including Accenture, IBM & Big-4. Exhibit leadership in the implementation of process, technology, and organizational change management. Strong problem solver with design thinking, recognized for stewardship in risk mitigation and exemplary work ethics. Academically, an MBA (Summa Cum Laude, GPA 4.0) & Chartered Accountant (CPA equivalent).

Strategy & Management Consulting

oEngaged in the entire spectrum of strategic planning, helping organizations drive strategy through execution. Accomplish all measurable parameters for quality, customer satisfaction and ROI by visualizing the full strategic picture and aligning operational requirements with organizational structure, culture & business goals.

oStrong experience in leading and delivering multi-year, large, complex business process and technology based global transformation programs (budgets in the range of $5 million to $0.5 billion) for fortune clientele.

oDriver of end-to-end business transformation with impact spanning multiple lines of business. Partner with clients to design global business blueprint, roadmaps, produce business cases and provide recommendations for innovative solutions.

oAssist in Practice Development, Talent Acquisition, Business Development, Sales, Client Relations & Delivery Management.

Finance Transformation

oInfluence companies radically rethink and transform finance organization strategy to address evolving business priorities to support digital initiatives, M&A, process improvement or cost optimization in a multi-GAAP (US GAAP, IFRS) environment.

oAs Finance Lead/SME, deliver finance expertise to CFO/CIO in global design and architecture of Finance processes supporting Record-to-Report, Procure-to-Pay, Order-to-Cash, Intercompany, Banking & Cash Management. Revenue Recognition (ASC 606/IFRS 15), Internal Controls (SOX 404; Risk and Control Matrix: RACM).

oWorked within accounting, audit, tax & FP&A (planning, budgeting, forecasting) departments in virtually all capacities providing insightful financials and operational analytics for better decision-making.

oFurther the development of scalable reporting systems and processes, analytical tools, and key performance metrics against agreed SLA's & KPI's and benchmarks within the industry.

Technology & Project/Program Management

oStrategic planning, program and project management in application packaged solutions projects, leveraging hybrid methodology of waterfall and agile. Played progressive leadership roles that of Delivery Lead and Program/Project Manager.

oManage budget, schedule and scope of multi-discipline, large transformation programs across the project lifecycle from current state evaluation, gap analysis, requirements, future state design, and implementation across the organizational, process, technology (financial systems) and data dimensions.

oExperience of supervising, leading, and mentoring diverse, distributed, cross-functional and virtual teams in global matrix organizations. Ability to lead others through ambiguity and change.

oStrong digital acumen with system agnostic experience with leading ERP’s, most experienced with Oracle.

Work Experience

Director-Strategy & Operations Nexelus New York Jul 2019 onwards

oProject Management for the implementation of SAAS based operational/sub-ledger platform, Nexelus, with ERPs (Oracle, D365).

oProfessional services, ensuring client satisfaction and delivery excellence including managing and mentoring the services team.

oGo to market strategy & evolution of the product, Nexelus, for application to other industries.

Senior Manager-Finance Transformation Accenture New York Dec 2014 – Jun 2019

oFinance SME at QBE, UK to implement Oracle Financial Accounting Hub across all Policy/Claim administration systems. Earlier Finance & Tax Lead at Pearson for their global Business Transformation and at WTW for the business and systems integration as a result of a merger between Willis and Towers Watson.

oDelivery Lead for US on a Finance Transformation for ING Commercial Bank. Successfully revamped the Commercial Banking platform from Trading to Reporting and implementing data concepts of ‘Bank in a Box’ and ‘Finance in a Box’.

Practice Manager-Finance Transformation TCS New Jersey Jan 2011 – Dec 2014

oDelivery Lead at Cigna for Private Exchange integration with Finance and Policy/Claim systems. Earlier Finance Lead for Oracle R12 implementations at Cigna. McGraw-Hill/S&P & Genworth. Program Manager at Ameriprise in its finance globalization initiative, integrating its global Asset Management arm ‘Threadneedle’ into a centralized platform and other ancillary systems

oFinance SME at Hilton for the design of Global Intercompany as part of Hyperion Financial Management (HFM) including optimization of financial close processes.

Senior Advisor-Financial Services Organization Ernst & Young (EY) New York Jan 2010 – Jan 2011

oHelped FS clients with architecture, compliance, data strategies and technology projects to help align with financial and management reporting requirements, gain transactional process efficiencies, and improve data integrity.

oFinance transformation and Process Improvement projects at Bank of America (Enterprise Stress Testing), PNC Bank/ National City Mortgage, TIAA-CREF (PMO Office), Citibank (AML/KYC in prep for OCC Audit).

oAccounting & Testing Lead for Summit Trading System implementation at Fannie Mae in their Other Investments Portfolio.

Managing Consultant-Financial Services IBM New York Jun 2004 – Jan 2010

oFinance Lead on global Oracle implementations at Merrill Lynch, SunTrust, Ricoh, and XL Capital. Led custom SAP development for Internal Funding (Transfer Pricing) at Deutsche Bank. Prod Support/Testing Lead for Oracle Federal Financials at CMS.

oKey member of the Intelligent Cost Reduction Framework initiative.

Skills Summary

oIndustry: Banking & Capital Markets - ING, SunTrust Bank, Bank of America, Deutsche Bank, Merrill Lynch, Citibank, PNC; Insurance – QBE UK, Cigna, Ameriprise, Genworth, Met Life, XL Capital, Willis Towers Watson; Federal - Center for Medicare & Medicaid Services (CMS), Department of Veterans Affairs; Government Sponsored Enterprise (GSE) - Fannie Mae; Communications, Media and Technology - Pearson, McGraw-Hill/S&P, Motorola, vCustomer; Manufacturing & Distribution - InfoPrint (Ricoh), Duncan, SRF; Hospitality – Hilton, Wyndham; Life Sciences – Integra; Advertising – Dentsu Aegis Network (360i, McGarryBowen); Cambridge BioMarketing

oTechnology: Oracle Financials 11i/ R12, Oracle Cloud, PeopleSoft 8.9, 9.1 & Microsoft’s GP/Dynamics 365, Summit FT, OFSAA, Oracle8i (SQL, PL/SQL), Vertex O Series 8.0; HP ALM, JIRA, IBM Blue Works, ERWIN, Visio, ARIS, MS Project.

oHands-on experience with Oracle R11i/R12 General Ledger (GL) including Chart of Accounts, Intercompany, Consolidations & Operating Unit design, FAH, AGIS, Fixed Assets (FA), Cash Management, Accounts Payable (AP) & Accounts Receivable (AR).

Education & Certifications

oMBA, Rutgers Business School, The State University of New Jersey, Sep 2018 – May 2020

Summa Cum Laude, GPA 4.0

oChartered Accountant (equivalent to CPA), Jan 1996 – Jan 2000

oTechnology certifications

Oracle Financials Cloud: Accounting Hub Fundamentals & Sales/Pre-Sales Specialist;

Master in Oracle Applications - Financials (Re.11i)

Certified in OFSAA Basel Regulatory Capital & AAI Foundation

Microsoft Great Plains – eEnterprise Accounting & Finance & Siebel Front Office

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