Business Change Lead
Senior finance/project/change manager that brings strategy to implementation to drive results partnering with management in finance, technology, sales, and services engaging stakeholders at all levels
Key Skills & Competencies
Financial Planning & Analysis | Expense Management | Data to Insights
Process Improvement | Business Analysis | Project Management
Internal Audit | Risk Assessment | Regulatory Reporting
Change Leadership | Team Building | Staff Training and Development
BMO CAPITAL MARKETS, New York, NY - 1 year
Director, Client Services Business Management
Business manager for Global Head of Client Services comprising business and client analytics, client onboarding, client data management strategy, KYC and regulatory reporting and controls.
Advocated and led cross-team projects for employee engagement; launched 1st newsletter and created 1st new joiners orientation program and 1st professional development framework to manager/employee career conversations.
RGP and Paladin Solutions, New York NY - 5 years
Consultant - Change Initiatives
Completed nine wide-ranging assignments for five clients, including process/organizational changes. Highlights:
Goldman Sachs: Information Management Initiative, Corporate Services and Real Estate Division
Turned around stalled global initiative involving stakeholders in Real Estate Planning, Capital Projects, and Facilities Management groups in US, Europe, and Asia under three Managing Directors.
Resolved stakeholder gaps, developed user requirements, and coordinated with subject matter experts to introduce global standards, centralize processes, implement technology, and re-define roles and responsibilities.
Piloted solutions and program in Paris and London, and rolled out to new global campus constructions in UK and India. Trained successor from real estate industry as initiative transferred from project to operation.
Goldman Sachs: Contingent Workforce Management Dashboard Development, Technology Finance
Revamped dashboard and analytics process for managing contingent workforce headcount and spend globally.
Synthesized interviews of key managers and created information requirements. Performed gap analysis and collaborated with HR and Vendor Management to produce data to enhance information for decision-making.
1st and 2nd generation dashboards were well received. Roadmap for future development and automation was green-lighted by Technology and HR senior executives.
BlackRock: Organizational Development Current State Study, Corporate Services Division
Lead consultant for study by Real Estate Groups involving interviews with 30-plus key managers worldwide.
Completed in six weeks to enable timely kick-off of future state restructuring effort.
New York Life: Technology Acquisitions Financial Analysis, Technology Finance
Conducted financial analysis of software and storage acquisitions for Enterprise Technology.
TOKIO MARINE AMERICAS CORPORATION, New York NY - 2 years
Assistant Vice President, Controller/Treasurer
Finance Lead on governance team responsible for subsidiaries and joint ventures in US, Brazil, Mexico, and Canada (annual premiums $2B). Partnered with CFOs and Controllers. Provided leadership during absence of CFO in Mexico.
Streamlined management review process for Americas region, expediting monthly reporting cycle by one week.
Resolved backlog concern by key client for a subsidiary involving Sales, Underwriting, and Claims.
Revamped expense allocation to improve bottom-line view and direct accountability for a subsidiary.
GOSMILE INC, New York NY - less than 1 year
Director of Finance
Built first planning, projection, and performance reporting processes. Supervised payable/receivable functions.
Revamped chart of accounts and upgraded accounting system to enable more robust management reporting.
CIGNA CORPORATION - 15 years
Director of Finance, Business Planning Manager, CIGNA Healthcare, Jersey City NJ, 2000-2005
Senior Auditor, CIGNA Corporation, Philadelphia PA, 1997-2000
Shunin (Japanese equivalent of Manager), CIGNA International, Tokyo, Japan, 1990-1996
Responsible for business planning, P&L reporting and analytics, and expense and investment management for entities in International and Healthcare divisions including US East Distribution (budget $110M) and Japanese subsidiary (premiums $500M/50 branches).
Consolidated expense projection process four times in 18 months after departure of three directors.
Implemented zero-based budgeting effectively reducing expenses by 2%, reversing trend of annual increases.
Improved invoices processed within five days from 12% to 97% in four months, overcoming staff resistance.
Reduced reports from 29 to 10 by reviewing requirements with corporate accountants.
Financial Women’s Association of New York (FWA)
Chair, Nominating Committee that recommends executive officer and board directors (2020-21)
Co-Chair, Japan Business Conference, Tokyo, co-led, end-to-end, five-day program sponsored by 12 top-tier firms featuring 40+ senior executive and official speakers with delegation over 30 from US and Tokyo (2017-18)
President's Circle Committee corporate sponsor relationship manager (2015-16, 2020-Present)
Co-Chair, Membership Committee Programming (2012-14)
Swim Strong Foundation, Board Member
National Association of Asian American Professionals (NAAAP), New York Chapter Board Member
Artificial Intelligence: Implications for Business Strategy executive program, MIT Sloan School
MBA, Global Management, Thunderbird School of Global Management, Glendale AZ
BA, Sociology, National Taiwan University, Taipei Taiwan
Certified Public Accountant, Pennsylvania
Certified Internal Auditor, William S. Smith Certificate of Honor (top 30 nationwide)