The University of Texas at Austin - The Red McCombs School of Business

Strategy & Analytics at Deloitte Consulting

Dallas, Texas

Deloitte Consulting

Manager

Systems Evolution, Inc.

Management Consultant

VP, Strategy	2016 – 2018• Develop non-profit strategies in branding, communications, fundraising, partnerships, technology • Manage high-level non-profit and brand relationships to maximize fundraising and cause awarenessRecent Case Studies: • Designed and rolled out strategic partnership with bank corporate loyalty program to provide curated philanthropy access for their card-holders to a digital cause auction platform • Developed strategy and managed more than 30 corporate partners (major sports teams, health and media) for a city-wide organ donation registration campaign in Pittsburgh PA• Created and executed an influencer cause marketing campaign partnering with a large pharmaceutical brand to reach a millennial and generation Z audience• Developed digital fundraising opportunities for a large NGO to leverage more than 20 corporate partner relationships and raise awareness as part of a larger re-branding campaignVP, Product	2014 – 2016• Managed development and rollout of cause video content management and marketing system• Developed applications using Agile methodology for digital platform acquisitions and integration

Charity Network

Vice President, Strategy

- Setup and manage Home Loans Office Of The President to respond to customer complaints• Develop and implement customer experience measurement strategies to understand voice of the customer • Identify process breakdowns and areas of opportunity to improve customer satisfaction and loyalty• Facilitate improvement roadmaps and assist business on key projects to improve customer experience

Capital One

Senior Manager - Customer Experience / Office Of The President

- Defined strategy and roadmap for mortgage operations third party services vendor implementation• Developed detailed project plan and  kicked off multi-phased project implementation• Coordinated across multiple channels to gather business requirements for third party loan fulfillment products

MetLife Home Loans

Senior Project Manager

Top 5 Global Bank – Mortgage Group Functional Project Manager• Led functional team to gather business requirements across multiple lines of business for technology solution to provide consistency and automation in managing mortgage default fees• Developed high level design specifications for consolidated business rules engine• Supported development and QA teams in building low level design, developing and testing the technology solution and ensuring enablement of business requirementsDeloitte Analytics Program Manager• Developed banking analytics solution plan and business case for three strategic analytics solutions• Obtained funding for 12,000 solution development hours, requiring collaboration across multiple stakeholders • Established a Program Management Office and on-boarded over 25 full time and part time analytics resources Top 5 Global Investment Bank Program Manager	• Developed strategic plan for a finance transformation to maximize return on technology investment, manage risk and communicate value through improved efficiency, decision making and performance management• Created visioning for a three year strategic roadmap to reach the target stateTop 5 Global Bank Project Manager		• Developed strategic global data roadmap plan primarily driven by regulatory mandate and directives from the board of directors around increased financial and risk reporting across the global organizationFederal Government Financial Agency Project Manager	• Supported a federal agency with the information management aspects of pre-closing, closing, and post-closing activities for failing or failed financial institutions for over 200 bank failures• Scaled team to over 80 data specialists to support the data and reporting requirements of the agencies teams

Deloitte

Manager, Financial Services 

Top 10 Global Bank – Private Bank Data Quality Lead	• Served a Private Bank for a Know Your Customer (“KYC”) remediation effort which helped the bank identify missing customer information to assist them in complying with regulations and fill these gaps• Managed the quality control and client file acceptance process which included overseeing the remediation work of a team of 15 analysts and coordinating activities to supplement missing information• Assisted in setting up the PMO and managing ongoing development and implementation of a KYC database to facilitate work flow, centralize customer information, and provide executive level reportingData Analytics & Forensics Practice Forensic & Dispute Lead			Data Analytics for a Hong Kong technology company• Analyzed product pricing and allocations for the Hong Kong sales office of a global technology company for an investigation of allegations of kickbacks received from distributors in exchange for preferential pricing and allocation of high-demand products• Traveled to Hong Kong to work hands on with the project team to combine data from various systems into a centralized database and conduct analysis of pricing trends and allocation to various vendors • Developed a database for comprehensive data analysis, consolidated data from various client systems, conducted data analysis and prepared a report which was presented to the client’s audit committeeFraud Investigation • Conducted Data Analytics projects using a fraud and anomaly detection database• Conducted customized data mining and data analysis and performed forensic accounting investigations• Conducted fraud investigations on a large transactional data sets for employee expensesLitigation Support services • Performed analysis for a large manufacturing company investigation into stock option granting practices• Developed a database for data mining and analysis of large volumes of data supporting the disputed invoices.

Manager, Financial Advisory Services

- Setup financial planning and investment management practice managing over $100 million in assets• Orchestrated sales and marketing; planned marketing events, campaigns, client appreciation events• Performed strategic investment management planning and due diligence• Managed infrastructure, banking, accounting, tax planning, budgeting, payroll, human resources, and benefits

The Terrill Group, Boutique Investments & Financial Planning

VP, Operations

Worked as an investment consultant with a large wire-house securities firm• Partnered with a Certified Financial Planner to build a practice• Received Series 6, 7, 31, and Texas Insurance Registered Representative licenses (currently inactive)• Extensive use of complex Financial Management• Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.

AG Edwards

Investment Manager

Designed Internet solutions for demos to energy clients for conversion to web based products• Implemented data mapping and conversion from mainframe to client server system for a large energy client• Assisted on the Global PMO team for the implementation of two large financial modules of SAP; responsible for the development, management, and successful execution of a go-live cutover plan for a large retail electronics company

Shawn Magill