William B. Shields

****ConcordAvenue adw73e@r.postjobfree.com

Drexel Hill, PA 19026 610-***-****

Executive Summary

Finance, Accounting and Information Technology Consultant, Project Manager, Director and Educator:

• MBA, CPA.

• Adjunct Faculty teaching Financial and Managerial Accounting, Principles of Finance, and Business Math Procedures.

• Direct and manage finance and information technology consulting teams to increase productivity and decrease costs. Extensive experience in accounting, finance, audit, sales and sales support, operations, IT program and project management processes and financial modeling.

• Industry experience: Mortgage Banking, Education, Non-profit, Municipal Government, Real Estate, Pharmaceutical, Retail convenience stores, Healthcare, Public accounting, Tax information services publishing, Oil

& Gas utility industries.

Project Management and Risk Management - Strong knowledge of the Software Development Life Cycle (SDLC) and project management, PMI's PMBOK; Experienced in creating risk management plans in collaboration with project sponsors, stakeholders, customers and project team.

• Collaborates with Business Partners to identify solutions to complex business requirements and processes using Project Management Institute’s (PMI) project management context.

• Proactive communicator with excellent verbal and written communication and listening skills.

• SAP ERP experienced functional and technical PM for SAP retail implementation and conversion, performed legacy software conversions using ABAP and ABAP Objects. Information Systems - Consulting experience managing projects and teams on mid to large size projects performing financial, budget and project oversight and management. Authored and presented project roadmaps, financial updates and project progress to executive teams and external stakeholders. Data Management

• Data Analysis: leverages applied statistics focused on data analysis, models and methods to organize, perform, and communicate data for strategic gain.

Professional Experience

Prosperity Home Mortgage, LLC., Chantilly, VA Feb 2021 – Mar 2023 FinTech Manager – Manage the Corporate Monthly, Quarterly and Annual accounting close and reporting for data metrics. Manage and reconcile escrows on closed loans. File the company’s Mortgage Bankers Financial Reporting Form (MBFRF) and the Nationwide Mortgage Licensing System & Registry (NMLS) for compliance reporting using data from ICE Encompass LOS. Implemented new Treasury and customer payment portals for upfront and monthly mortgage payments. SAP Concur administrator.

Trident Mortgage Company, LP., Devon, PA Jan 2017 – Feb 2021 Project Manager - Manage the automation of Trident's loan origination system, Mortgage Director (Fiserv), with the Trident Group's affiliated business lines in mortgage, title/settlement and insurance and manage value added vendor systems and tools: Listen 360, Simplifile, Total Expert, Microsoft SQL Server, and Tableau. Information Sharing - support the executive management teams and operational management teams by providing time critical reporting on operational results by stratifying data extracted from the LOS. iGlobalManager, LLC, Drexel Hill, PA Jun 2015 – Jan 2017 Project Management Consultant - implemented strategic process initiatives for the mortgage industry including: TRID, TILA-RESPA compliance, educating and training management teams and staff on TRID rules, updating corporate policies and procedure assets for Consumer Financial Protection Bureau (CFPB) regulatory compliance. William B. Shields

Delaware County Community College, Media, PA Jan 2014 – May 2018 Adjunct Faculty, Financial Accounting - provide students with a comprehensive treatment of the complete accounting cycle for both service and merchandising businesses in accordance with Generally Accepted Accounting Principles (GAAP) while focusing on accounting systems, concepts, issues, and the preparation and analysis of financial statements. Adjunct Faculty, Business Math - provide students with practical applications of arithmetic and mathematical concepts appropriate to solving various managerial challenges in business. Neumann University, Aston, PA Jan 2015 – Jun 2016

Adjunct Faculty, Financial and Managerial Accounting – teach accounting cycle for both service and merchandising businesses in accordance with Generally Accepted Accounting Principles (GAAP) while focusing on accounting systems, concepts, issues, and the preparation and analysis of financial statements. Adjunct Faculty, Production Operations Management - teach quantitative methods for business and analysis and the foundations of operations management for the manufacturing and services industries in modern global contexts. Habitat for Humanity Delaware County, PA Jan 2011 – Jan 2014 Board of Trustee, Finance - Manage and direct annual and quarterly budgets, annual audit, cash flow reporting and forecasts; provides Anti-money Laundering (AML) compliance, mortgage origination and mortgage servicing, oversight and direction for construction projects, accounting and site build costs, contract negotiations, risk management, internal controls and growth strategy for Habitat organization and Habitat ReStore; evaluate opportunities for sustainability, partnering and residential site development in Delaware County communities. Phoenix Digital Imaging, Inc., Chester, PA Oct 2010 – Apr 2011 Director Corporate Development - Directing corporate strategy for entrepreneurial startup company including Business plan, location search, Finance, Marketing, Sales, IT, HR & Operations strategy development and oversight. Created new business opportunities and structured commercial synergies for growth. City of Philadelphia - Division of Technology Apr 2009 – Oct 2010 Program Manager – Managed the City’s Business Improvement Services and operational improvements adding transparency to the business of local government. Implemented upgrades to the City’s credit card and online electronic payment processes (e-pay). Directed business intelligence initiatives between the City’s Revenue and Law Departments to mine the City’s delinquent tax lists and highlight effective tools to recover taxes owed. Temple University Fox School of Business, Philadelphia, PA Aug 2008 –Apr 2009 Adjunct Business Management Faculty - Professional M.B.A. capstone: Provided students with an integration of the specific financial management techniques emphasized throughout their M.B.A. curriculum. Focused on various perspectives of corporate strategy, the strategy and structure of international business and designing and implementing control systems for multinational organizations.

Innovative Consulting Inc., Malvern, PA Sep 1993 - April 2008 Principal Consultant/Project Manager – Managed consulting teams and consulted onsite for a variety of project management and technology solution delivery projects.

Clients include:

GlaxoSmithKline plc, Philadelphia, PA

Shire Pharmaceuticals Group plc, Wayne, PA

United Research Labs, Inc. Philadelphia, PA

Merck & Co., Inc., WestPoint, PA

WAWA Corporation, Wawa, PA

Independence Blue Cross, Philadelphia, PA

Prior Experience with a National CPA Firm - Laventhol & Horwath, Philadelphia, PA CPA - Performed financial and operational audits and reviews of non-profit, publicly held and privately owned businesses. Utilized statistical qualitative and quantitative risk analysis techniques to identify, monitor, control and report engagement risks. Trained accounting firms on a wide variety of computerized accounting, tax and business advisory services. William B. Shields

Education, Credentials & Affiliations

EMBA - Temple University, Fox School of Business and Management, Philadelphia, PA B.S. Accounting, University of Denver, Daniels College of Business, Denver, CO CITP - Certified Information Technology Professional (AICPA) CPA - Pennsylvania (Inactive status)

PMI - PM Certificate, Villanova University; CMM – Capability Maturity Model, Carnegie Mellon University MCP - Microsoft Certified Professional in Application Development Applications and Systems Knowledge

Business applications: SAP Concur, Planful FP&A, OrbiPay Unified Money Movement, Fiserv Loan Originations, Listen360, Encompass, M/S Excel, Access, Visio, Powerpoint, Outlook, Word; Adobe Acrobat. Languages: R, SQL/PLSQL, ABAP, C, C++, Java, Visual Basic, HTML. Operating Systems: SAP R/3, AS400.Databases: Oracle SQL Server, Microsoft SQL server, DB2, Data Stage and Data Warehousing.

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