Phillip Matricardi

About Phillip Matricardi

Leader in financial operations and product improvement with a proven track record of successful strategic implementations to expand business, improve efficiency, reduce cost and decrease risk at the largest global banking, financial services and asset management firms. Creative problem-solver who builds lasting and collaborative relationships. Passionate about translating business needs and priorities to technology as well as technical issues and limitations to the business to solve problems and deliver value.

Experience

1. Senior Manager Specialist Leader

   Deloitte

   Jun 2021 — Present · NY, US

   Senior consulting engagement lead specializing in helping the largest global financial services firms increase business agility and solve complex operational and technological problems by embracing newer technologies and methods including cloud infrastructure, process automation, Agile methodology and DevOps.Recent experience- Helped a $7 trillion+ asset manager launch a new client web and mobile experience to millions of users - Led process automation and application development to help a client save $1.3MM per year - Managed data intensive investigation into front office (brokerage, clearing, settlement, etc) costs in the capital markets group of a major global bank - Assisted a Systemically Important Financial Institution (SIFI) obtain regulatory approval for their Recovery and Resolution Plan (RRP) by creating a database of the interconnected services exchanged between their core business lines, critical operations, legal entities, etc

Education

• Columbia Business School

  MBA, Finance and Economics

  2010 — 2012

• Columbia University

  BA

  2000 — 2004

Skills

• Word
• Crystal Ball
• Excel
• Ms Project
• Crm
• Analysis
• Options
• Vba
• Financial Analysis
• Pertrac
• Portfolio Management
• Equities
• Bloomberg
• Microsoft Office
• Powerpoint
• Microsoft Excel
• Management Consulting