Financial Services Management Consulting

Hello,

Throughout my **+ year career, I have worked extensively with C-Suite client executives and held senior roles for global technology firms such as Workday, SAP, and IBM, focused on client advocacy, global software and services sales, international account management, and business development/GTM.

Clients have been in the banking, insurance, financial services, biomedical research, healthcare and global chemical industries.

Recently, I completed a consulting project for the global CHRO and NA HR Director of a chemical and sustainability company. Interfacing with myriad stakeholders, I led the harmonization and creation of more than 90 corporate policies, including creating their strategy and approach to a worldwide flexible hybrid workforce.

Since transitioning to management consulting nine years ago, my work as Managing Principal of Blue Moon Consulting has focused on the role of an Executive Business Partner/Chief of Staff to COOs, CHROs, and CIOs during enterprise transformations. I have served as a right-hand and strategic thought partner; a force multiplier in managing and driving business initiatives forward. My responsibilities include executing, organizing, and prioritizing strategic objectives while ensuring transparency and alignment across the leadership team. My objective is to optimize the principal’s time and significantly enhance their overall impact.

Through my firm I formed partner relationships with a network of boutique and prominent consulting firms to provide clients with expert advice on strategy, architecture, and organizational change to deliver measurable improvements in business operations and efficiency.

Please find my resume below for your consideration.

Thank you.

Don Winters

Donald R. Winters

Email: *********@******************.*** Phone: 401-***-****

LinkedIn http://www.linkedin.com/in/drw1108

SUMMARY

An accomplished senior executive and program leader with an exceptional track record of partnering with clients to solve business challenges. High EQ and critical thinking with proven abilities cultivating relationships with key stakeholders to execute decision-making. Deep experience building and managing cross-functional teams.

Professional Background: senior roles engaging with myriad internal and client executive teams focused on global software and services sales, international account management, and business development/GTM deals.

Key Roles: Chief of Staff and Executive Business Partner for CHROs and CIOs; Global Program Director; Global Account Director.

Consulting and Leadership: Guidance and risk management to enable clients to make well-informed decisions. Ensure synergy across leadership, stakeholders, and project teams to drive planning, execution, and program management. Oversaw all Change Management programs during several Workday implementations (change impacts for business process changes and new policy decisions; stakeholder group governance; training and internal communications).

PROFESSIONAL EXPERIENCE

Blue Moon Consulting - Providence, RI 2016 - 2017, 2019 - present Managing Principal

Founded a boutique firm providing clients with best practices and optimum strategies for enterprise transformations and organization-wide changes. Recent clients include financial services, non-profit research, and healthcare industries.

WORK EXAMPLES

Regional Hospital System – New Orleans, LA

Chief of Staff for the CHRO

•Business partner to the CHRO and senior HR leaders to develop and implement a comprehensive people strategy aligned with the hospital’s mission and strategic goals.

•Served as the CHRO’s liaison for mission-critical projects, including:

oEnsured the integration plan for 2,500 employees from three newly acquired hospitals was carried out by internal workstream owners and external project teams. Informed the CHRO of potential risks related to the timeline, resulting in an adjustment of the cutover date by three months.

oManage HR staff through pre- and post-Go Live Workday initiatives, including all change management across leadership, stakeholders, and project teams to ensure successful program management.

oLead additional projects to enhance employee HR services, such as developing Jobs Architecture and launching a new People Services Center.

Biomedical Research Institution - Bar Harbor, ME

Executive Business Partner for the CHRO and CIO

•Liaison for the CHRO and CIO in leading a Workday platform implementation.

•Participated in budget allocation and control.

•Drove collaboration among internal functional leads, Workday, and SI partners Mercer, Collaborative, and client-side staff augmentation team.

•Instituted and ran steering committee and leadership executive governance briefings; set up and hosted separate C-suite-Workday executive meetings to ensure project was on track after replacing Mercer.

•Led a strategic initiative to research, vet and replace the original SI partner after phase 1.

•Developed a next-generation HR Service Delivery model for the CHRO.

•Oversaw all Change Management plans and workstreams, including 3rd party Mercer, governance with myriad stakeholder groups, training, and internal communications.

•Researched and vetted partner selections for Post-Production Support, Release Management, Testing, and Electronic Employee Files.

Retirement Investment Services Firm - Hartford, CT

Project Manager

•Partnered with Dynamic Solutions Taskforce to build the transformation office for a $140M simplicity program for the Retirement Services CEO.

•Managed more than 60 initiatives, risks, and dependencies, assisting senior leadership in achieving financial goals.

•Assessed efficiencies of staffing and operations and conducted business impact assessments for build/buy/partner decisions.

Workday - Pleasanton, CA 2017 - 2019

Program Director, Global Managing Partner Program

•Reporting to the Chief Customer Officer I built the foundation of a strategic program dedicated to the top 150 clients worldwide.

•Developed the business plan, job description, interfaced with recruiting and TA,

•Developed and managed annual OKRs KPIs, and forecasts to Global Services Leadership.

•Instituted best practices and enablement tools to consistently assess health of the customer relationship, maintain a high net promoter score, and identify potential revenue growth.

SAP America, Inc. - Newtown Square, PA 2007 - 2015

Senior Director, Strategic Customer Program (2012 - 2015)

•Responsible for the day-to-day management of SAP’s global relationship with AIG.

•Assembled and led a portfolio team of 25 resources to support the client’s roadmap.

•Participated in steering committees and established an executive governance program managing KPIs and critical success factors.

•Achieved 500% growth in SAP revenues ($20M in software/cloud and $25M in services).

•Transformed the business relationship into a customer reference

Senior Director, Global Business Development Organization (2007 - 2011)

•Led go-to-market collaboration with Cisco and VMware, and EDS partnerships.

•Developed yearly global business planning, including new Platform and Industry solutions and sales pipeline forecasting.

•The new EDS partnership led to a revenue pipeline of $135 million in software and software-related services (SSRS).

PREVIOUS PROFESSIONAL EXPERIENCE

•Cambridge Technology Partners – Managing Director, Financial Services

•Electronic Data Systems/AT Kearney – Global Client Executive

•CBSI – Chief of Staff, Financial Services Practice

•IBM Corporation – Client Representative, Banking Industry Group

EDUCATION

•University of RI – BA Journalism

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