Dave Foley

Experience

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  KPMG Peat Marwick

  Oct 1992 - Nov 1994

  Senior Auditor

  Senior Financial AuditorManaged the documenting of procedures and performing audits on Balance Sheets, Income Statements, and Cash Flow Statements of manufacturing, financial, and not-for-profit companies. Also participated in special projects including credit card securitizations and SAS70 reports.

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  Cartus

  Jan 1994 - Jan 2008

  Director, Financial Services

  Project Director, Oracle Financials Implementation (2005 – 2008)Project Managed a $40 million initiative to replace existing proprietary financial applications with Oracle Financials (AP, AR, PA), including integration and updating of existing operational applications. Primary responsibilities included management of project timelines and scope in conjunction with financial, technical, and process requirements. • Prepared cost/benefit scenarios and defined associated processes and system requirements to maximize the profitability of our products and services. • Managed project budget, forecast and return on investment (ROI) along with budgetary change controls.Project Director, Sarbanes-Oxley 404 Implementation (2003 – 2005)Managed the business unit’s initial implementation of Sarbanes-Oxley (SOX) 404 compliance program. • Partnered with Internal Audit, external auditors, and company PMO to establish best practices across multiple business units.• Developed and managed internal process documentation (reviews, assessments, and internal testing) as well as execution of external audit procedures (walkthroughs, reviews, testing, roll-forward procedures).Financial Account Manager, Operations Accounting (1994 – 2003)Managed external client relationships and contracts related to financial terms, revenue, and accounting transactions, including the development of pricing and procedures for new business and new products within a $500 million organization. • Effectively reviewed and analyzed client revenue against original pricing and contract terms to ensure maximum revenue capture.• Responsible for preparing monthly profitability reports by client and performing variance analysis based on actual and forecasted volume• Managed the development and documentation of best practices, audit guidelines, and departmental operating procedures. Show less

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  CIGNA Healthcare

  Jun 2009 - Dec 2020

  Project Management, Senior Advisor

  Direct the financial processes and results of an IT department delivering multi-year project portfolios in excess of $130 million. Provide management of recurring and ad hoc initiatives across the IT organization. • Manage monthly financial close processes, including review of monthly actual and forecasted spend with associated variance, risk, and trend analysis.• Prepare and maintain staffing models and associated costs for the IT department and portfolio projects. Models include iterative scenario planning, resource optimization, and financial optionality recommendations.• Prepare annual budget and staff planning for the IT department and portfolio projects, including feasibility analysis of scope, timing, and cost. • Provide continued development and implementation of financial process and system (Clarity / CA PPM) improvements for the IT department. Show less

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  Evernorth Health Services

  Dec 2020 - now

  Project Management, Senior Advisor

  Manage the financial processes and results of an IT department delivering multi-year project portfolios in excess of $130 million. Provide management of recurring and ad hoc initiatives across the IT organization.• Manage monthly financial close processes, including review of monthly actual and forecasted spend with associated variance, risk, and trend analysis.• Prepare and maintain staffing models and associated costs for the IT department and portfolio projects. Models include iterative scenario planning, resource optimization, and financial optionality recommendations.• Prepare annual budget and staff planning for the IT department and portfolio projects, including feasibility analysis of scope, timing, and cost.• Provide continued development and implementation of financial process and system (Clarity / CA PPM) improvements for the IT department. Show less