Business Operations Risk Management

William B. Shields

**** ******* ****** *********@*******.***

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

Executive Summary

Strategic finance and business operations leader with extensive experience across nonprofit, education, municipal, mortgage banking, and healthcare sectors. MBA and CPA credentialed, with expertise in financial oversight, capital and operating budget management, IT and ERP systems, and board-level governance. Proven track record of leading multi-disciplinary teams to optimize productivity, enhance financial controls, and support strategic decision-making. Key strengths: strategic financial planning, project and risk management, operational efficiency, data-driven decision-making, and executive stakeholder engagement. Core Competencies

• Financial Strategy & Budgeting (Operating & Capital)

• Cash Flow & Treasury Management

• Risk Management & Compliance (AML, Regulatory)

• Board & Executive Collaboration

• ERP & Business Systems Oversight (SAP, Fiserv, Planful FP&A)

• Project & Program Management (PMI, SDLC)

• Data Analysis & Financial Modeling

• Operational Process Improvement & Cost Reduction Professional Experience

Philadelphia Ballet, Philadelphia, PA

Director of Finance and Business Operations Sep 2023 – Aug 2025

• Managed $20M operating budget and $38M capital project for new five-story dance center.

• Directed multi-year budgeting, cash flow, and investment strategies.

• Partnered with CEO, senior leadership, and Board of Trustees on strategic financial decisions.

• Oversaw finance, accounting, and operational teams while ensuring compliance with nonprofit standards.

William B. Shields

1101 Concord Avenue *********@*******.***

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

Prosperity Home Mortgage, LLC, Chantilly, VA

FinTech Manager Feb 2021 – Mar 2023

• Led monthly, quarterly, and annual accounting close and reporting, reconciling escrow accounts.

• Filed MBFRF and NMLS compliance reports; implemented treasury and customer payment portals.

• Served as SAP Concur administrator for financial management and expense reporting. Trident Mortgage Company, LP, Devon, PA

Project Manager Jan 2017 – Feb 2021

• Automated loan origination systems and integrated affiliated business lines, enhancing operational efficiency.

• Delivered executive-level operational reporting using LOS data, SQL, and Tableau.

• Managed vendor systems and process improvements across mortgage, title, and insurance lines.

iGlobalManager, LLC, Drexel Hill, PA

Project Management Consultant Jun 2015 – Jan 2017

• Implemented TRID and TILA-RESPA compliance processes for mortgage clients.

• Trained management teams and updated corporate policies for CFPB regulatory compliance.

Habitat for Humanity Delaware County, PA

Board of Trustee, Finance Jan 2011 – Jan 2014

• Oversaw annual budgets, audits, cash flow reporting, and financial forecasts.

• Directed internal controls, AML compliance, mortgage origination/servicing, and construction project finances.

• Guided organizational growth strategy and operational sustainability initiatives. Additional Leadership & Consulting Roles:

• Philadelphia, PA: Director Corporate Development, Phoenix Digital Imaging, Inc. (2010– 2011)

• City of Philadelphia – Division of Technology: Program Manager, operational and financial systems improvements (2009–2010)

William B. Shields

1101 Concord Avenue *********@*******.***

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

• Consulting & Teaching: Principal Consultant, Innovative Consulting Inc. (1993–2008); Adjunct Faculty at Temple University, Neumann University, and Delaware County Community College (2008–2018)

• Prior CPA Experience: Laventhol & Horwath, Philadelphia, PA – financial and operational audits of nonprofit, public, and private entities

Education & Credentials

• EMBA, Temple University, Fox School of Business and Management, Philadelphia, PA

• B.S. Accounting, University of Denver, Daniels College of Business, Denver, CO

• CPA, Pennsylvania CITP (AICPA) PMI Project Management Certificate, Villanova University

• CMM – Capability Maturity Model, Carnegie Mellon University

• MCP – Microsoft Certified Professional, Application Development Technology & Systems Expertise

• ERP / Finance Systems: SAP R/3, SAP Concur, Planful FP&A, Fiserv Loan Origination, OrbiPay, Encompass

• Data & Reporting: SQL, Oracle, Microsoft SQL Server, DB2, Tableau, Excel, Access

• Programming / Development: ABAP, ABAP Objects, R, C, C++, Java, Visual Basic, HTML

• Business Tools: PowerPoint, Word, Outlook, Visio, Adobe Acrobat Board & Committee Engagement

• Finance Committee, Audit Committee, Investment Oversight (nonprofit & municipal organizations)

• Strategic advisory on capital projects, operational budgets, and compliance frameworks

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