Greater Chicago Area
FINANCE EXECUTIVE AND CORPORATE OFFICER with proven abilities in leading financial and management reporting, budgeting, and business forecasting. Implemented multi-year operating plans focused on strategies and management initiatives. Led decision support teams with a strong emphasis on business and finance partnership. Held multiple Senior Finance positions including the CFO of the business segment. Experience includes strategic planning, system implementations, M&A due diligence activities, post-acquisition integration, cost management, strategic / operational efficiencies initiatives and “Pre-Provision Net Revenue (PPNR)” forecasting and analysis for the Comprehensive Capital Analysis and Review (CCAR) process mandated by Federal Reserve. Also, spearheaded implementation of Financial Reporting/ERP Systems including Oracle Financials, Hyperion Financial Management (External Reporting), and Management reporting tools: Planning Analytics (TM1), Cognos, and Hyperion Planning/Essbase for effective management of information and reporting.
Leading the finance transformation with ERP Implementation. Served as the finance lead for General Ledger and Management Reporting ERP project, partnering with the technology lead. The strategic project included development of roadmap for the consolidation of multiple ERP systems and building of core integrated financial systems and platforms to achieve harmonized set of systems and processes for delivering timely, accurate financial close and business reporting with data enabling analytics.
Executive Director in Corporate FP&A group, led the Corporate FP&A function for budget, forecast, management reporting and analysis for Morgan Stanley with 3 key business segments - Wealth Management, Institutional Securities, and Investment Management. Involved in Board and Operating Committee presentation focused on financial performance and strategic decision making. Managed “Pre-Provision Net Revenue (PPNR)” forecasting and analysis for the Comprehensive Capital Analysis and Review (CCAR) process mandated by Federal Reserve for large Bank Holding Companies. This involved building of key cross functional and cross business relationships to ensure timely implementation and accuracy of forecasting processes. Key member of CCAR working committee involved in risk identification /vulnerability assessment, scenario design and development of macro & market variables for PPNR forecasting. Proactively focused on continuous improvement plan to enhance, streamline and automate processes through implementation of technology tools. Integrating and leveraging of PPNR forecasting processes for annual and mid-cycle submissions with traditional FP&A (budgeting and forecasting) processes.
As a Vice President, CFO of US Information Services (USIS) in TransUnion’s Finance Department, I was responsible for accounting, finance, management reporting, forecasting and analysis for the US business segment (including US Information Technology). Provided finance decision support to Key business segments comprising of Financial Services, Insurance and Healthcare. Developed multi-year strategic plan by line of business. Involvement in various strategic initiatives related to business, finance, operational excellence & information technology. Also supported & participated “due-diligence” activities for M&A transactions Provide financial support to USIS CEO, USIT CIO and business leaders, building a business-finance partnership. Also, led shared services organization for a year on “Interim CFO” basis.