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Summary

Results-driven professional with broad project and change management experience in Financial Services and Manufacturing.  University of Chicago MBA with expertise in:

  • Activity-based costing and profitability analysis
  • Program and project management
  • Business Intelligence systems design (Essbase) and implementation
  • Mergers and acquisitions, product pricing, and risk management

Education

Oct 1984May 1986

MBA

University of Chicago

Dean's Honor List.Awarded Academic Scholarship.Entertainment Editor of Business School Newspaper.Stage Crew, GSB Follies.

Sep 1980Jun 1982

Graduate Studies - Physical Chemistry

Completed Ph.D. coursework and passed three General Examinations.Studied

photoconductivity of organic semiconductors.Conducted laboratory lectures and

presentations.Awarded teaching fellowship covering full tuition and living expenses.

Sep 1977May 1980

B.S.

University of Connecticut - College of Liberal Arts & Sciences

Bachelor of Science, Chemistry, Summa Cum Laude

Phi Beta Kappa, Phi Kappa Phi, Honors Scholar. American Institute of Chemists Award.

Work experience

Jan 2008Present

Consultant

BusinessEdge Solutions, an EMC Global Services Company

An industry-focused business and technology consulting firm wholly owned by EMC Corporation.

Consultant, Financial Services Practice

·Developed a three year program implementation plan and managed multiple strategic business projects for a major mutual fund company.

Jan 2006Jan 2008

Director of Finance, Fidelity Pricing and Cash Management Services

Lead operations group Activity Based Costing implementation.

  • Completely re-engineered and implemented the company’s internal billing, profitability, and operational metrics system.
  • Implemented an activity-based budget for the Fund Administration Group.
Mar 2002Jan 2006

Director, Corporate Finance Program Management Office

Lead cross-enterprise Activity Based Costing initiative.

  • Founded, staffed, and managed the Activity Based Costing Center of Expertise to support ABC model design and implementation across the enterprise.
  • Hired and managed a small team of internal consultants to provide financial model design and implementations services.
Dec 2000Mar 2002

Director of Development, Corporate Finance Information Technology

Responsible for architecture of enterprise-wide financial analytical systems.

  • Led OROS Activity Based Costing software technical implementation.
  • Designed Essbase Allocation Manager Application that reduced processing errors by over 90%.
  • Identified Essbase batch process changes that improved system performance and reliability.
Dec 1999Dec 2000

Director, Professional Services

A startup providing web based e-commerce and e-business analysis software and solutions.

Managed client relationships and implementations of the Elytics Analysis Suite.

  • Architected Essbase multidimensional database portion of a commercial product suite.
  • Developed database architecture that scales to high-volume web sites.
Apr 1998Nov 1999

Consultant

Painted Word Inc.

A provider of business intelligence products and consulting solutions.

Managed consulting client relationships and multiple projects with teams of 2-5 consultants.

  • Architected system and managed the development of an Essbase activity-based labor budgeting system for a $9 billon office supply retailer.Generated labor budgets by job and task for over 1,000 stores.
  • Designed a reusable Essbase allocation engine for a major mutual fund company.Resulted in savings of $6.5 MM in direct development costs.
Feb 1993Apr 1998

Corporate Analyst, Worldwide Marketing

Evaluated major corporate investments. Performed strategic planning, financial modeling, budgeting, and competitive analysis.

  • Turned around a money-losing business.  Added $1 million in annual operating profit to a $4 million OEM business by applying activity-based cost analysis.
  • Secured internal funding for over $120 million in new product investments.
  • Led team effort to re-engineer the international planning and budgeting process that reduced budgeting cycle time by 50% and improved FX exposure analysis and reporting.
Jan 1990Feb 1993

Planning Analyst, Strategy and Planning Department

Provided strategic planning and analytical support for senior executives.

  • Completed forecasts and financial analyses resulting in construction of new $60 million plant.
  • Designed corporate reorganization that consolidated manufacturing management and established a Worldwide Marketing Department.
May 1988Jan 1990

Financial Officer, Bank Investment and Funding Division

Shawmut National Corporation

A major full-service regional bank.

Analyzed financial instruments and derivatives to control risk exposure of $28 billion

Bank portfolio.

  • Recommended entry into $30 billion segment of pension fund market.Assisted traders in executing first transaction.
  •  Designed and constructed Monte Carlo models to evaluate risk/return characteristics of $4.5 billion mortgage backed security portfolio.Tested and recommended hedging strategies.
Sep 1986May 1988

Financial Planning Analyst, Treasury Division

Shamut National Corporation

Identified and analyzed potential merger candidates.Determined financial impact of

Treasury transactions.Consulted on major capital budgeting decisions.

  • Recommended changes in dividend reinvestment plan that saved $450,000 annually.
  • Evaluated sites and recommended location for new $70 million computer processing facility.
  • Evaluated multiple acquisition candidates and provided analytical support during negotiations.
Jun 1982Sep 1984

Process Research Chemist, Central Research Division

Process Research Chemist, Central Research Division

Performed organic syntheses of novel chemical intermediates for process research.

  • Improved a new vitamin manufacturing process resulting in 25% lower production costs.
  • Advised engineering groups during pilot plant trials.
  • Organized the First Annual Pfizer Triathlon.