Greg Kalman

Experience

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  MetLife

  May 1991 - Jun 1992

  Actuarial Analyst

  Provided effective and timely analysis for all research and development assignments and projects. Responsible for various information system support functions: Interpreted, analyzed and researched Zone and Home office inquiries, provided effective solutions as necessary, recommended programming revisions, tested programming changes, prepared clearly written specifications for programming changes and updated user manuals as necessary for changes in procedure. Oversaw all functions related to premium tax issues including: coordinated the development of premium tax factors, developed auditing trails measuring taxes charged/collected versus taxes paid, and investigated and resolved various new/revised tax law applications. Show less

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  SEI COrporation

  Jul 1992 - Nov 1994

  Portfolio Analyst

  Maintained portfolio management – Daily securities processing, pricing and prospectus monitoring (monitoring accounts for SEC and IRS compliance). Prepared weekly, monthly and semi-annual reports on pricing, asset diversification and ratings of funds. Oversaw administration of all GIC (Guaranteed Investment Contract) funds and interfaced with advisors, custodians, brokers and internal departments.

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  GE Capital Mortgage Services

  Nov 1994 - Jun 1999

  Worked with design and sourcing personnel to implement data warehouse relational database and provided program management role for interrelated DWH projects. Designed, implemented and tested product line profitability model. Analyzed user access requirements and translated these to technical design specifications, ensuring proper technical implementation of designs as they relate to business requirements. Worked with business users and technical personnel to ensure 100% data integrity. Provided ongoing financial analysis support for the Conduit/Capital Markets Group. Prepared financial reporting results including variance analysis and profitability trends and assisted in the preparation and presentation of major financial reviews including Operating Plans and Long Range Forecast. Participated in the development and implementation of key business measurements and financial controls. Performed analysis of mortgages held for investment and real estate owned balance sheet and profit/loss accounts. Performed monthly account reconciliation and prepared journal entries, assisting with monthly closing process. Managed monthly loss/reserve reviews and prepared loan loss reserve analysis, reserve position reports and various tax schedules. Planned, developed and implemented new and revised processes and procedures, working to improve the overall quality of the finance department.

  • Senior Business Analyst

    Feb 1998 - Jun 1999

  • Senior Financial Analyst

    Sept 1996 - Jan 1998

  • Staff Accountant - Problem Assets

    Nov 1994 - Aug 1996
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  DLL

  Jul 1999 - Jan 2020

  Responsible for managing enterprise level multi-year business projects, including management of a diverse team of resources focused on the following types of projects: Operational Excellence/Lean Six Sigma, system training and education, business continuity and strategic initiatives. Provided Program oversight to the delivery and closeout of a multi-year regional transformation project designed to maintain and improve the customer experience and achieve sustainable cost savings through 2021+. Created regional Centers of Excellence for core delivery services resulting in enhanced operations, increased customer satisfaction and regional efficiencies, achieving cost savings. Led the execution of strategic business projects that supported the transformation of front and back office business operations, inclusive of redesign of operating models, capacity assessment and process/throughput optimization. Show less Developed and managed a global team of up to 22 analysts and consultants that ensured the execution and quality of both IT and business projects, value add enhancements and strategic initiatives. Developed, implemented and maintained a global methodology for documenting business requirements for system enhancements and projects. Collaborated with functional and technical resources to design solutions that supported global business processes, delivered value and drove standardization across all business units. Partnered with business leaders to develop and track process metrics providing customer centric views on performance, used to identify optimization opportunities focused on standardization, efficiency and quality. Provided management and execution of continuous improvement projects in the areas of Asset Management, Finance, Tax and Operations. Show less Managed, documented and maintained local and global business processes with the primary focus on creating standardization and identifying continuous improvement opportunities. Defined and monitored key business process performance using KPI’s and executed research and analysis on new business opportunities, IT initiatives and projects within the appointed business domains in order to assess feasibility, provide process/system expertise and validate project charters/business cases. Performed project management role for two version releases under the global Oracle ERP platform and supported four subsequent releases as consultancy lead. Participated in the design and definition of a global IT change management process, including the development and implementation of a standardized requirements document and cost/benefit template. Show less Led the finance team to successfully implement a global ERP solution. Project management responsibilities included project planning, scope control and coordination of resources/tasks. Defined and documented global business requirements based on workshops with user community, functional project leads and senior management. Designed and prepared functional specifications for customizations, interfaces and reports based on business requirements and fit assessment. Participated in all conference room pilots, in both configuration of environment and defect resolution. Led development of new global chart of accounts and supported data conversions from legacy systems. Managed all requirements in the configuration of Oracle Financials, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets and Oracle Lease Management (OLM). Show less Analyzed core financial processes and formulated recommendations to improve/streamline these processes through the application of technology. Developed and managed IT solutions to support core financial processes. These projects included: Development of ACH transmission on AS400 to support vendor funding, Design and development of General Ledger interfaces for both book and tax ledgers, Implementation of system changes to improve sales tax reconciliation, Automation of monthly financial/management reporting process, including implementation of new financial reporting software (FRX), Development of interfaces from Sales and Property Tax systems to Accounts Payable for disbursements to tax jurisdictions, Automation of refund process from Remittance Processing and Customer Service, including systematic generation of refund letters, and Implementation of Sales Tax exemption certificate software. Managed corporate-wide line of business reporting project including the development of business models to support business unit management. Participated in the design, implementation and testing of product profitability model. Provided ongoing administrative support for various financial systems; supporting members of Finance in all matters related to IT. Show less

  • Director, Business Process Excellence & Innovation

    Feb 2018 - Jan 2020

  • Director, Operations and Program Management

    Jun 2014 - Jan 2018

  • Director, Business Consultancy - Information Technology

    Feb 2012 - May 2014

  • Global Process Manager - Information Technology

    Jan 2010 - Jan 2012

  • Finance Project Lead, Oracle 11i ERP Implementation

    Nov 2002 - Dec 2009

  • Director, Financial Information Systems

    Jul 1999 - Oct 2002