Financial Services Management Consulting

Hello,

Please find my resume for your review and consideration.

Throughout my 20+ year career, I have worked extensively with C-Suite client executives. Before transitioning to management consulting nine years ago, I held senior roles for global technology firms such as Workday, SAP, and IBM.

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

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.

As a Chief of Staff, I have served as a right-hand and strategic thought partner; a do-it-all Swiss army knife 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 leader's time and significantly enhance their overall impact.

Through my firm I have formed partner relationships with a network of boutique consulting firms as well as prominent firms such as Deloitte and Mercer to provide business leaders with expert advice on strategy, architecture, and organizational change. During enterprise transformations I have collaborated to guide cross-functional teams and senior leadership in planning, execution, and program oversight to deliver measurable improvements in business operations and efficiency, including:

By developing integration strategies for acquired and merged companies, we built Transformation and Integration Management Offices to drive initiatives and interdependencies, working across many stakeholder groups as the sold companies exited their Transitional Service Agreements (TSAs).

Integrated and separated companies driven by mergers, divestitures, and IPOs, including identifying and isolating business and technical interdependencies across companies, meeting target reductions in expenses post-merger.

Risk mitigation and quality control are critical to our delivery, whether it's an acquisition, merger or divestiture.

Expertise in advising clients establishing an enterprise Change Management Office which developed and executed an overall strategy, identified stakeholder groups to communicate change impacts, and created overarching plans for change.

I believe I have built my career to fit this role at this point in time. 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 for companies such as IBM, EDS/ATK, SAP, and Workday prior to transitioning into management consulting. Clients have been in the banking, insurance, financial services, biomedical research, and healthcare industries.

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.

PROJECT 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.

Regional Hospital System – Atlanta, GA

HR Program Manager

•Served as a liaison between the CHRO, IT leadership, and iCIMS to ensure alignment and lead the project from inception to Go Live.

•Oversaw workstreams, planning, and execution of OCM, Training, and Communications, as well as Go Live readiness and support to ensure the adoption of business process changes to improve HR’s recruiting, onboarding, and performance management.

Regional Healthcare System - Gainesville, GA

Executive Business Partner to the CHRO

•Advisor to the interim CHRO, aligning her with the CIO on key decisions and risk areas affecting the client’s Workday implementation.

•These include all of Change Management: communications, stakeholder awareness, training, business process changes, new policy decisions

•Prepared CHRO for success during all steering committee and other governance meetings. During any conflicting meetings I represented CHRO.

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

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, managed annual OKRs KPIs, and forecasts to 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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