Columbia | SIPA

University of Washington

Finance Executive & Project Manager - MTA

- Lead performance analytics incorporating asset maintenance/performance data with geospatial analytical tools and capital asset investment information for predictive modeling of asset performance for investment prioritization
- Develop business case justifications for capital asset investment strategies (Subways, Buses & Staten Island Railway) 
- Capital Asset Management Systems Development (Business Analyst - SME)
- Support Capital Asset Inventory Reporting for the National Transit Database (NTD)
- Talent Recruiting

Metropolitan Transportation Authority

Senior Director, Capital Asset Planning - MTA Construction & Development

- Led Financial Reporting, Budget Systems, and Budget Control teams
- Supported preparation of NYCT Financial Plan and monthly Board Reporting ~ $12B Exp; 47K employees
- Budgeted Other Operating Revenue accounts, $3B, accrual, receipts, & cash flow
- Managed Headcount, Cost Control, Pay Hour and project report suite generation w/ multi-channel distribution
- Approved quarterly hiring of all Hourly & Supervisory titles (44K employees, ~3K hires annually) 
- Lead agency development and maintenance of Hyperion Planning 11.125, Essbase reporting cubes, and FR Studio reporting suite for NYCT, MTA Bus Company, and Staten Island Railway
- Led departmental development of replication server of PeopleSoft 9.2 Finance and HCM tables
- Supported shared services GL/AP/AR and TK/HR/Payroll HCM to Finance integration issues and upgrade
- Finance SME on mainframe Capital Program ERP (CPICS) migration to PeopleSoft project

Deputy Director, Financial Reporting & Budget Systems - OMB

B2B Merchant Services Americas
-Designed and syndicated pricing constructs aligned with merchant value in B2B industries - FY CV of $46B
- Led US network pricing initiative with estimated FY revenue impact of $30-60MM
- Led valuation and pricing structure for differentiated proprietary fraud service ~$3MM
- Supported B2B industry merchant contract negotiation and strategic product development through merchant account profitability analytics including pro-forma VCM’s, fully loaded P&L’s & ROI & ROEC scenarios 
- Analyzed multi-year B2B pricing pilot ‘before-after-with-control’ metric and profitability analyses

American Express

Sr Manager Pricing

- Estimated Net Income and AXP business metric performance: billings ~ $650B FY; managed loans including securitized assets) ~ $60B; cards-in-force ~ 90MM; projected FX impact upon AXP reported billings and A/R ‘book repricing’; authored slides for monthly SVP presentations to CFO, CEO & Operating Committee; researched & monitored analyst expectations of economic outlook
- Forecast and analyzed monthly financial results for American Express Bank (AEB) (IBS & AEIDC ~ $5B assets) Q2’08 through Q1’09, with mark-to-market securities/liabilities portfolio adjustments
- Performed competitive intelligence research of network peers (Visa, MasterCard & Discover) as well as emerging payments industry players, PayPal, Google Checkout, BillMeLater & Amazon Flexible Payments 
- Created highly robust rolling quarterly ‘09-‘10 multivariate regression models of US network credit billings volume for AXP, V, MA, & DFS leveraging BlueChip Economic Indicator estimates
- Recruiting Ambassador to Columbia Business School & SIPA ‘08-‘10

Finance Manager, Corporate Planning & Analysis

- Performed long-range asset investment planning - development of five-year Capital Plan (2005-2009, $11.2B), and 20 Year Needs Assessment (2010-2029); Monitored budget and schedule for over 1000 capital projects in ‘pipeline’ from pre-planning, design, construction/procurement to financial closeout 
- Provided analytical support for prioritization of strategic capital projects including rolling stock (subway cars and buses), passenger stations, power equipment & distribution infrastructure, line equipment, mainline track & switches, rail shops & yards, bus depots, signals & communications systems
- Researched and developed economically based I/H capital project escalation index; researched Forex impact on building material cost inflation; analyzed national and local construction market conditions for CBO; quantified fiscal impacts to project bids and assisted in the development of strategies to mitigate sub-optimal marketplace conditions
- Supported Chief Architect with life-cycle cost analysis of alternative subway station flooring materials in response to MTA Board Capital Program Oversight Committee (CPOC) request

New York City Transit

Principal Transportation Planner

- Forecast and maintained program budgets; Approved all program Accounts Payable; Supervised collection of Accounts Receivable personnel ($35MM annually) for the Executive MBA Programs - 650 students, 60 faculty, including LBS & UC Berkeley partnerships
- Supervised operations staff for EMBA Programs and managed facilities, space, scheduling, purchasing, inventory, & distribution of course materials $750K
- Led program analytics - performed & interpreted factor analysis & multivariate regression on program satisfaction survey results for Dean

Columbia Business School

Asst. Director Financial Planning

Campus Minister/Counselor,
University of Washington, Seattle, WA (1998 - 2001)
- Organized weekly study, activities, conferences, and counseled students

Humanitarian Worker, Rhema Ministry,
Distribution Team, Vulga River Region Samara, Russia (1997 - 1998)
- Assisted planning and supported distribution of Christian literature to local groups; Coordinated regional conferences; supervised Moscow dormitory kitchen preparing 900 meals daily for CIS conference guests

Community Outreach Coordinator, Santa Ana, CA (1995 - 1997)
- Coordinated outreach efforts in Spanish speaking neighborhoods

Roger Fisk