Experience
HR Core System
RFP process, negotiation and selection for HR solution for payroll, talent management, talent acquisition, benefits administration, learning & development. Replaced high-cost provider with improved service levels.
Highlight: RFP Process
Global Process Outsourcing (GPO )
Evaluated outsourcing options (on-shore, near-shore, and off-shore) for financial institutions’ back-office processing, ensuring strategic alignment and cost-effectiveness for dispute resolution servicing.
Highlight: GPO Contracting
Overhead Reduction
Identified opportunities for $750K overhead reduction across Technology, Audit, Investor Relations and Insurance for a Real Estate Investment Trust.
Highlight: $750K Savings
Procurement Transformation
Designed organizational change to establish a new Procurement team, including adoption, change management, value generation, Supplier Relationship Management and Technology Deployment.
Highlight: New Procurement Capability
Equity Compensation
Sourced and secured an equity compensation solution with a leading global financial institution, optimizing private shareholder holdings and evaluating top-tier providers in the U.S.
Highlight: Improved Functionality, Lower Cost
Travel Management Company (TMC)
Strategy plan and RFP process with largest global TMC Players for multi-million dollar spend opportunity. Improved employee experience, duty of care and drove 20% savings.
Highlight: 20% savings
CRM Optimization
Negotiated improved licensing terms, lower cost and user fees for CRM cloud-based tool, increased discounts and user tiers for Agro-industrial company.
Highlight: License Cost Savings
Banking-as-a-Service (BaaS)
Consulted on trends, alternatives, emerging solutions by leading BaaS providers in the US. Created strategy documentation and negotiable tools for contract renewal.
Highlight: Strategy
Lending / Loan Origination and Servicing (LOS)
Source SaaS platform for LOS, assessing multiple industry options, including niche servicers. Drove back-office improvements and lower cost per loan.
Highlight: SaaS System Implementation
Accounting Solution
Sourced Cloud-based financial automation platform, allowing reconciliation of millions of daily Balance Sheet transactions and financial close. Secured scalability with predictable future cost.
Highlight: Scalability and Predictable Cost
Anti Money Laundering (AML)
System integration and solution with technology platform and service from Big-4 accounting firm, secured timely AML and BSA reports for banking regulators and 42% savings.
Highlight: Compliance Solution
Treasury Management
Contracted TM solution for managing cash flow, liquidity and forecasting system for an organization. Negotiated improved terms in MSA.
Highlight: Master Service Agreement
Meetings & Events (M&E)
Make vs. Buy assessment for large Private Equity firm to in-source M&E, drove improved ROI on investment.
Highlight: Strategic Decision-Making
IT Asset Management and Ticketing System
MSA and Technology implementation strategy for global leader and cloud-based enterprise operations, business process and IT Service Management (ITSM). Right-sized solution for company needs.
Highlight: Right-size ITSM needs
Marketing & Advertising
Consolidated fragmented supply base, established price per lead benchmark and created activation process for digital and mail leads for large insurance company.
Highlight: Benchmarking, Should Cost Development
Contingent Labor
Selected Vendor Managed Service (VMS) for company in FinTech industry to manage needs for Technology and general staffing, improving time-to-hire and quality of staffing personnel, solution was supplier funded, implementation drove savings to client.
Highlight: VMS Implementation
Enterprise Risk Management (ERM)
ERM system for Third Party Risk team for compliance and reporting. Contracted Technology Solution and a leading servicing and consulting firm.
Highlight: Risk Management Framework
Carrier Service
Negotiated carrier agreement for company in the Manufacturing sector, driving 18% savings for small parcel needs and next-day delivery.
Highlight: Operational Efficiency and Lower Costs
Operations Optimization
Assessed operational optimization for hospitality firm, evaluated options for new systems, processes, fixed spend and contracts across various hotel management companies.
Highlight: RFP, Process Mapping, Savings Delivery
Real-Time Payment Solutions
Selected RTP portal for FinTech servicing partner for enhanced user experience, cost efficiency and eco-system workflow integration. Drove significant operational and system savings.
Highlight: FinTech Payment Innovation
Investment Risk Management
Assessed, evaluated and sourced a Risk Management System for middle-market financial institution to factor CUSIPs and fixed income bonds risk profile.
Highlight: Risk Management and Banking Solutions
Industries
- Banking
- Private Equity
- Insurance
- Real Estate
- Aerospace
- FinTech
- Wealth Management
- Health
- Agro-industrial