Shirley L.
Technology Business Manager CFO @Goldman Sachs
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WORK HISTORY
Technology Business Manager CFO @Goldman Sachs
New York, NY, US
Led preparation of annual budget planning and quarterly rolling forecasts for resources, projects, and services, resulting in a streamlined allocation of resources and improved financial planning.• Conducted comprehensive reviews of P&L and portfolio financials on a regular basis, producing insightful trend analyses and executive summaries to guide strategic decision-making.• Performed high-priority analyses of resource allocation, spending, and Total Cost Ownership (TCO), utilizing quantitative and qualitative methods to optimize resource utilization.• Developed an in-depth understanding of net P&L intricacies, capitalization processes, client allocations, and cross-departmental cost allocations, enhancing financial transparency and accuracy.• Provided robust data analysis and interpretation, identifying trends, variances, and producing business-focused reporting commentary for Firm Risk Management.• Served as a key liaison between Global senior management, employees, and stakeholders, ensuring effective communication and alignment of financial goals.• Assisted in overseeing and delivering projects and special assignments, ensuring successful implementation of new processes, governance initiatives, and transformation plans.• Orchestrated the preparation of monthly Project and Steering Committee status reports, including documentation and artifacts, facilitating informed decision-making and project tracking.• Monitored the progress of key platform projects and initiatives, ensuring accurate reporting and adherence to project Software Development Life Cycle (SDLC) requirements.• Collaborated with global teams to construct and optimize financial indicators, facilitating effective performance measurement and goal achievement.• Managed global teams\' hiring plans, aligning priorities with departmental budget and workforce/location strategy for optimal resource allocation.
EDUCATION
Fordham Gabelli School of Business
Master of Business Administration (MBA), Information and Communication Systems
Pace University - Lubin School of Business
Accounting
ABOUT SHIRLEY L.
IT leader & business advisor helping businesses understand the financial aspects of accounting, procurement, headcount, and ROI. Experienced in creating & managing financial reporting & business management systems that support the core businesses of organizations. I provide analytical & logistical support to Global & Regional CAOs, CIOs and Senior Management. Specialties include finance, budgets, vendor & contract management, business & cost benefit analyses, governance, internal control & relationship management. I manage a $250M budget with a headcount of ~500+, supporting end users. Selected by CIO for Global Business Management team and as Resource Manager for the NY Region. Experienced in transitioning businesses & processes; worked through two mergers & multiple integration & outsourcing initiatives. Selected for Cultural Integration Committee headed by Commerczbanks’ CEO, to create new synergies between banks. Partnering with others, we upgraded employee benefit programs, introduced socially responsible events & enhanced training programs that reflected the joined cultures.My educational credentials include majors in, Information & Communication Systems, Public Accounting and Psychology.My contributions help employers meet the challenges facing the IT industry. I analyze risk & develop future focused, financial reporting & business management solutions. I am on the cutting edge of emerging and advanced technologies that are financially prudent, accountable, profitable & compliant.SPECIALITIESStrategic IT Planning | Operational Expertise & Support | P&L | Financial Management & Reporting | General Accounting | Financial Projection & Analysis | Risk Mitigation | Project Management | Audit | Emerging and Advanced Technologies |Compliance | Contract Negotiations| General Ledger | Procurement | HR Administration | Vendor Management | Governance and Control
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