Representative Projects
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The document provides descriptions of representative projects for a consulting firm, including: 1) Creation of global financial resource centers for a credit card company consolidating over 40 organizations and 4,000 personnel across three locations. 2) Providing strategic planning assistance to the CEO and board of a retail financial institution, developing strategies for mobile payments and digital channels. 3) A major supply chain and financial implementation through SAP for a life sciences company across two locations impacting over 2,000 personnel.
Representative Projects
- 1. Representative Projects Client Project Description Global Credit Card Company. Creation of global Financial Resource Centers – located in Phoenix, Burgess Hill, and New Delhi – consolidating over 40 different organizations around the world, involving over 4,000 personnel. NY Based Retail Financial Institution. External facilitator for the strategic planning process for the CEO and Board, which recently involved new strategies for mobile payments and digital channels. Client has doubled in size every 5 to 7 years. Multinational Life Sciences Company. A major supply chain and financial shared services implementation through consolidation and standardization using SAP R/3, based in St. Louis and Brussels. International Carrier. Directed project that was based in Brussels and Overland Park, KS, which consolidated 30 finance functions into 3 global shared services centers. Implemented standardized new working practices across three diverse companies. Impacted over 2,000 personnel. Large Hospital System. For the largest California based health provider system, created a vision, blueprint and business case for the transformation of all non-clinical functions to a single organization. The scope involved over 40 different standalone hospital systems that contained individual governance structures. Subsequently, the client asked the firm to provide implementation assistance with SAP. Global Bank. Led a team of over 80 personnel (consultant and client; including 3 partners) to create a JV company to provide procure-to-pay cash management services, using e-commerce systems. 3 Retail Financial Services Institutions. Creation of a separate company to provide all operational services covering deposit operations, default management, call center, consumer and real estate lending. A major 3 year program impacting a third of the work force of each institution. International Battery Manufacturer Blueprint and business case for creating an integrated global supply chain and finance organization.
- 2. Client Project Description International Management Consultant. Finance function strategy for this large international management consultant. The CFO chose outside expertise (rather than in house consultants) to design a new strategy for the function. International Accounting Firm. Integrated recently acquired offshore vendor into firm’s own captive in India. Set up and led a major restructuring project that resulted in $10mm annualized savings; moved 150 positions from the US to India. Additionally, led the establishment of an offshore center for the firm’s investment bank. Australian Conglomerate. Lead a team that introduced innovative financial working practices across 3 diverse divisions. Canadian Bank Provided leadership coaching and organizational design for the creation of branch operations shared services. Program was aimed to significantly increase customer interaction time UK Merchant Bank New methods and processes around product profitability, lines of business P&L, and divisional structures. Implementation of SAP R/3, the first of its kind outside Northern Europe. International Bank. Implemented a management infrastructure and counter controls around dealer positions and other derivative instruments. Implemented unique functionality around derivative controls. Large Insurance Company Project managed the design of a new service delivery model for shared and outsourced services in accounting and HR. Developed new organizational model. Life Insurance Mutual. Demutualization of one of the largest life insurance companies. Transfrmation to new reporting and management control processes. Regional Bank Consolidation of inter-bank settlement process following a multitude of mergers and acquisitions