SUMMARY:

• Accomplished and results driven with strong leadership and management experience in consumer financial services. A dynamic and visionary leader with an outstanding record for being a high - achiever, self-managing, as well as building and leading diverse, high-performing teams.
• Seasoned Manager; 15+ years’ experience as a senior level manager infusing technology with hands-on management experience and strategic planning.
• Demonstrated multidisciplinary communications skills across all levels of an organization, but particularly with senior corporate and business-unit executives.
• Practical people management experience (profit-and-loss management), including the ability to influence those that are not direct reports (that is, manage virtual and matrix teams).
• Track record of successful implementations that deliver value to the business, resulting in measurable business outcomes, while demonstrating business acumen and the ability to express process improvement work in terms of business value.
• Demonstrated leadership on cross-functional business initiatives, including aligning with executive management.
• Ability to translate business goals and metrics into business process outcomes and related business cases for the overall enterprise, as well as for specific projects.
• Proven track record of building consensus and forming coalitions, negotiation, and diplomacy.
• Strong understanding of different process styles (such as structured/unstructured, case management and decision-oriented) and involvement in following different solution delivery life cycles (waterfall and agile).
• Organizational Change Management; able to find the common goals and accentuate the positive while leading by example.
• Large-scale program management experience including superior project management skills — meaning the ability to manage large-scale, complex, cross-functional programs from a people, process and technology perspective

TECHNICAL SKILLS:

Skills: Project Management | Facilitation & Negotiation | Product Management | Financial P&L Responsibility | Business and Strategic Planning | Quality Standards and Procedures | Infusing Technology Solutions | Risk Management

PROFESSIONAL EXPERIENCE:

Confidential, Philadelphia, PA

Manager - Consumer Finance Group

Responsibilities:

• Lead engagement teams at client locations that were focused on implementing technology.
• Collaborated with cross functional teams typically on internally developed/customized applications.
• Re-engineered processes increasing quality, efficiency and compliance; managed budgets allocated to initiative.
• Managed change due to re-engineering using Prosci methodology.
• Communicated with many organizational levels (Sr. Exec. & C-suite) from proposal to implementation.
• Delivered technological solutions designed to reduce risk and costs of regulatory compliance.
• Used agile methods to stand up the systems, test and execute the implementation plan.

Confidential, Cherry Hill NJ

VP-Group Product Manager

Responsibilities:

• Delivered product development. Expanded the product menu attracting new business.
• Modernized the platform through technological solutions. (i.e. Decision & Cloud based)
• Completed change management functions across the bank for these products (incl. retail branches)
• Lead cross functional teams using PLC/SDLC methods to create requirements and test the deliveries
• Implemented an Enterprise Risk Management tools for compliance, analytics and transparency.

Confidential, Cherry Hill NJ

Senior Project Manager

Responsibilities:

• Chaired the Steering Committee which was comprised of international members of the Executive Leadership Team. Communicated weekly status reports which were distributed across the organization. (in both countries) Participated in regulator meetings while negotiating the final requirements.
• Lead international WBS teams the bank using Lean Sigma methodologies for requirements, testing and execution.
• Created a regulatory compliant process to direct excess liquidity reducing the cost of capital through integrating technology solutions between the parent’s main frame systems in Canada and the U.S. bank’s operating platforms.

Confidential, Philadelphia, PA

Senior Program Manager

Responsibilities:

• Defined scope for the Program and the 11 Projects that were entailed based on new architecture.
• Chaired the Steering Committee which met weekly and was comprised of members of the Executive Leadership Team, including the CIO. Prepared weekly status reports which were distributed across the organization. This effectively managed risks as we reviewed the issue log and mitigation strategies and through consensus, controlled both the health of the project and communication in the Executive suite.
• Designed highly efficient systemic processes intended to reduce risk, and increase consistency and customer value while scalable for volume. Completed a GAP analysis that showed a 74% efficiency improvement plausible. Constructed an ROI model which estimated savings of 87% at the program’s end.
• Completed change management processes which resulted in higher employee satisfaction scores
• Created all performance controls (KPI’s) and implemented operational dashboards/metrics.
• Managed quality by collaborating with specific groups like IT security for firewall and encryption issues for PII as well as Internal Audit for all corporate initiatives including SOX compliance.

Confidential, Mt Laurel, NJ

Secondary Marketing Manager/Pricing

Responsibilities:

• Managed a portfolio of new client (Banks) integrations as well as operational projects simultaneously.
• Presented weekly updates to the Executive Committee comprised of the CEO and other Senior Leadership.
• Created business requirements to complete the design and implementation of new workflow software that enabled the company to out-source 40% of manual tasks reducing costs by over 30%.
• Increased quality by 50% through system/software enhancements and revised auditing practices.
• Completed the planning and budgeting for the domestic and off-shore operations groups for 65 people and a $500,000.00 operating budget.

Confidential

Operational Strategy Director

Responsibilities:

• Created a financial reporting suite that delivered information at scheduled frequencies. Implemented business dashboards used by all Executives to identify key business drivers related to Earnings (10K)
• Implemented a new, centralized, data warehouse from a series of defragmented databases.
• Lead strategic projects across the corporation designed to reduce risk and increase regulatory compliance.

Confidential

Director, Originations

Responsibilities:

• Created a new web based Origination system (PHHORCE) integrating workflow and enabling remote users which opened new business channels. Created automated decision engines to reduce risk, improve quality and enhance the customer experience as well as add efficiency to the process.