Information services management.

James Gorski

Milwaukee, WI 414-***-**** **********@*****.*** linkedin.com/in/jim-gorski

TECHNOLOGY PROFESSIONAL SERVICES DIRECTOR

Client focused Director of Professional Services for banking and digital technology solutions. Tenured expertise in leading successful teams delivering PMO, Solution Architecture, Quality Management, Process Improvement, and Software Development services to financial services industry clients of all asset size. Successful record of exceeding revenue and profit targets, surpassing client satisfaction goals and employee retention. Energize, excite, and reward team members to optimize personal performance. ENTERPRISE PORFOLIO MANAGEMENT AND PROGRAM DIRECTOR As an individual contributor,

Drove complex program management across multiple suppliers and lines of business including third party vendors.

Executive steering committees conducted to ensure critical issues were addressed with viable resolution tracks.

Produced all appropriate documentation for FIS and client PMO compliance.

Created and delivered reporting and management of all programs and projects across the enterprise to provide an executive level health report.

Provided direction and guidance to project managers across the program.

Delivered escalation guidance when necessary to resolve execution and delivery issues.

This encompassed all internal as well as vendor led programs. Selected by the FIS banking division head to provide executive-level program direction for the TCF-Chemical Bank conversion/merger to FIS solutions. The complex program was challenged by the pandemic and a host of first-ever situations given the unprecedented fully remote core transformation. The core transformation was completed on time with minimal day one issues.

CORE SKILLS

Client Relationships Staff Leadership and Development Matrix Partnerships Team Building Internal Process Enhancements New Service Development Project Management Best in Class Service Thought Leadership Publications Business/Revenue Growth Simplify Complexity Team Leader Expansion Art of Escalation PROFESSIONAL EXPERIENCE

HEITMEYER CONSULTING (at Arvest Bank), Westerville, OH Program Manager 3/2023-9/2023

Led a program that built and delivered an in-house developed Business Loan Origination System (BLOS) on the bank’s existing Salesforce platform.

Managed and led Arvest Bank team members and third-party vendors to define and produce standard Agile deliverables to include Outcomes, Epic and Stories. Identified and incorporated appropriate horizontal Arvest teams to include Quality Engineering, Finance & Accounting, Compliance, Risk Management, Release Management and OCM.

Developed and executed Readiness Assessment methodology and executive Go Live approval process.

Delivered on-time BLOS to pilot August 22, 2023. FIDELITY INFORMATION SERVICES (FIS), Milwaukee, WI Vice President / Managing Director, North American Banking and Digital Professional Services 8/2012-6/2022 Led team of over 400 consultants to drive client services of $110M annually.

Led the team to deliver programs to clients on time, within budget and minimal residual issues.

Provided executive oversight to all major client programs, establishing a trusted advisor relationship with C-levels with clients.

Exceeded and expanded revenue and margin contributions nine out of ten years.

Consolidated and normalized seven disparate professional services teams. Leveraged best practices across teams while accommodating unique processes to minimize client impact.

Served as executive escalation point both with clients and internally within FIS.

Drove sales initiatives alongside Business Development team, defining sales opportunities, providing sales support expertise and pricing models.

Maintained an annual 90% plus effective team utilization rate and 85% plus billable utilization rate.

Cultivated matrix relationships with key internal suppliers to ensure streamlined client program execution.

Developed Enterprise Portfolio Management practice that provides holistic, executive level client program management. Grew this practice to $15M annually in five years.

Established Line of Business monthly reviews and delivered consistent revenue, margin, pipeline and forecast reporting.

Conducted regular one on one and round table sessions with direct reports, team leaders and team members which increased alignment and employee engagement.

Rejuvenated original 2008 Technology M&A services for the more recent uptick in banking M&A. Focused on services for both the acquiring and acquired FIS client.

Created a Team Leader role which enabled senior consultants to devote 50% of time as entry-level resource leaders and practice managers while maintaining a 50% billable rate.

Continuously redefined the client core system transformation process to address industry and technology complexity and as a result, the services provided grew. Vice President and Program Director 7/2011-8/2012

Led FIS onsite technology team for the First Niagara acquisition of HSBC northeastern U.S. branch network.

Provided single point of contact to First Niagara executive team for the technology M&A program. Escalated issues and risks when appropriate.

Guided team of six program managers who provided overall technology program governance across First Niagara, HSBC, FIS and third parties.

Established mock conversion weekend playbook with all suppliers; provided executive reporting throughout the weekend.

Organized divestiture of legacy First Niagara branches as a postscript to the HSBC branch acquisition. Vice President and Business Development Executive 2/2009-6/2011 Advised and consulted with clients on FIS’ extensive professional services offerings.

Maintained a portfolio of 50 of FIS’ largest clients.

Exceeded revenue quota by 25%. 2010 President’s Club attendee. Practice Manager/Creator, Banking Sales and Services Consulting 11/2001-2/2009

Developed a Sales and Services product consulting practice with service offerings and staffed accordingly.

Worked across the Metavante consulting organization to develop and staff cross-consulting offerings. ADDITIONAL RELEVANT EXPERIENCE

FIDELITY INFORMATION SERVICES (FIS), Milwaukee, WI

Director, Functional Architecture for Front End Systems

Conversion Manager, Sales and Service Systems

First Wisconsin National Bank (US Bank), Milwaukee, WI

Technology Resource Allocation Manager

Technical Writer

Branch Operations Manager

Teller

Lock Box Clerk

EDUCATION

Diploma, Graduate School of Banking, University of Wisconsin, Madison, WI Master of Arts (MA), Marquette University, Milwaukee, WI, Magna Cum Laude Bachelor of Arts (BA), Marquette University, Milwaukee, WI, Summa Cum Laude, Phi Beta Kappa Certification of Master Gardener, University of Wisconsin, Madison, WI. Anticipated completion date January 2025.

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