Front Office Financial Analyst

David Albert

*** **** ******** ****, **********, PA 15222 412-***-**** adj10t@r.postjobfree.com www.linkedin.com/in/davidalbertmba

Chief of Staff

A dynamic Technology, Consulting and Finance Executive with a proven track record of increasing enterprise value and scaling startups for growth

DHA Transform – Owner May 2020 – Present

Provides the advice and know-how for startups to scale and realize their dreams.

Accenture – Principal Director August 2017 – February 2020

Solved problems for F500 executives by developing solutions that digitally transformed their business processes.

Grew practice revenue by 500% and created and championed Accenture’s Blockchain Technology Consulting business in the Western U.S. for the Communications, Media and Technology (CMT) industry verticals.

Sold, solutioned and managed the implementation of Microsoft’s Azure data center supply chain transformation lowering operating costs $20M annually through automating manual processes and digitizing workflows, improved working capital by 30% through more efficient inventory management and eliminated $205M of component pricing leakage through increased transparency. Weblink MS Azure Blockchain Announcement

Added $8M of new value for the Accenture/Intel partnership through creating and executing the Go-To-Market strategy for their Blockchain technology Joint Business Agreement.

Advised and engaged F500 clients in sales and the delivery of complex production systems, pilots, proof of concepts, strategic assessments, executive workshops and thought leadership.

Lukka (Fintech Startup) – Chief Operating Officer August 2015 – August 2017

Scaled business operations for growth and oversaw fund raising, strategy, finance, HR, contracts, partnerships, delivery and ecosystem engagement. Was trusted advisor to the Founder/CEO and acted as Interim Head of Sales.

Secured $7.8M of Series A funding by negotiating and signing a mission critical Joint Business Agreement and Master Sub-contractor Agreement with PwC that proved the MVP and signaled the strength of the strategy.

Achieved a key milestone by selling and delivering the startup’s first Proof of Concept (POC) to Barclay’s Bank which proved v.1.0 of the product and digitally transformed cross-border payment processes for the bank.

Marketed and advocated the company’s technology by speaking at conferences and industry events, creating blog posts and participating in industry consortia and networking organizations.

Bank of New York Mellon – Director June 1998 – April 2015

Championed key strategic growth initiatives and headed up critical operational and sales roles that grew market share and revenue, created operational efficiencies, launched new products, tightened controls and lowered risk.

Head of Pricing North America

Brought in to eliminate critical audit issues and reorganize the pricing and fee functions for a $5B revenue business by consolidating staff, creating a robust governance structure and tightening controls for the client fee, billing, and receivables processes. Owned the end-to-end pricing process, all product fees and all client fee schedules.

Chief Administrative Officer

Led Strategy, planning, special projects and staff governance for a $300M revenue international wealth business.

Successfully delivered the integration of a $40M Canadian wealth advisor and the $50M acquisition of a Brazilian wealth advisor. Developed new referral channels with LATAM broker dealers and banks and opened a new Miami office that increased LATAM cross-border revenue 30%. Successfully launched the bank’s first Wealth office in Hong Kong and led a new product launch of custody services in the Canadian market.

David Albert Resume Page 2

Bank of New York Mellon – continued

Manager Global Cross-sell – Global Client Management

Captured $91M of merger revenue synergies in 2 years across legacy companies by creating and championing a Global Cross-sell program in 30 countries. Developed a web and mobile app to digitize the cross-sell process. Owned the end-to-end pricing process, all product fees and all client fee schedules. This was a corporate-level, enterprise-wide role over a $14B revenue base.

Business CFO – Global Markets

Delivered strategic projects as the right hand to the Executive Vice President. Led merger integration efforts successfully capturing $25M of front office cost synergies. Oversaw all Front Office Finance functions for a $600M revenue business.

Manager of Accounting

Reorganized the global Accounting team by creating an Accounting utility that lowered expenses 20% and increased response times with facing Business Leads by 30%. Led global Accounting, Finance SOX, and Customer Profitability for a $1B revenue business to include three 50/50 Joint Ventures across the U.S, Europe and Canada.

Manager of Financial Planning & Analysis

Led development of the annual Strategic, Operating, and Capital Plans, owned the sector level month/quarter end close and forecast processes and developed financial modeling for M&A and other strategic projects for a $1B revenue business.

Business Line Controller

Oversaw month-end close, forecasting, planning, reporting and analysis for a $150M Remittance Processing and Accounts Receivable outsourcing business. Responsible for Finance operations across 7 U.S. sites.

Senior Financial Analyst

Performed month-end close, forecasting, planning, reporting and analysis for a $150M Remittance Processing and Accounts Receivable outsourcing business.

EDUCATION

MBA - University of Pittsburgh

BS, Business Administration, Accounting - Duquesne University

TECHNOLOGY

MS Word, PowerPoint, Excel, Hyperion, Jira, Slack, CRM, ERP, Cloud, Blockchain, IOT, API’s, Agile development.

OTHER

Volunteer: Team Rubicon – provides disaster relief and recovery by helping to rebuild lives post natural disasters.

Military: Honorably discharged veteran of the U.S. Army 82nd Airborne Division, Infantry, obtaining rank of Sergeant.

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