
James Wolin, MBA
Senior Document Analyst

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About me
Director, Health Care, Program, Planning and Analysis at New York City Department of Health and Mental Hygiene
Education

Hofstra University
1977 - 1981Master Business Administration; FinanceThesis: “Privacy and Ethics in a Post Industrial, Computerized Society.”

Hofstra University
1973 - 1977Bachelor of Science Economics and BusinessEconomics, Business, Finance
Experience

Aspen Systems
Jan 1979 - Jan 1980Senior Document Analyst• Helped create database on business records reviewed for relevance for Telecommunication Antitrust Case• Conducted inventory on 1 million documents, for which I created a tracking system.

Hudson's Bay Company
Dec 1979 - May 1985Production CoordinatorWorked with ranchers and buyers, at this fur auction company.

J. P. Morgan and Company, Inc.
May 1985 - Aug 1986Systems Coordinator• Oversaw operation of automated and manual payment systems for mergers, acquisitions (including $6.5 billion merger of RCA by GE), and odd lot buybacks. • Solved problem of defective OCR cards which eliminated the need to write up to 500 manual checks a day.• Issued 1099 tax statements for Tax year 1985.

Prudential-Bache Securities
Sept 1986 - Nov 1988Information Manager• Managed the collection, analysis and dissemination of information concerning domestic and international mergers, acquisitions, capital reorganizations, put bonds, rights, warrants, etc., and expanded the availability of information to account executives and clients.• Automated work functions including the development and supervision of PC-based applications, which improved the quality and expanded the quantity of informationavailable through an interactive computer system.

NYC Mayor's Office of Management and Budget
Jan 1988 - Jan 1998Unit Head/Administrative Staff Analyst, Administrative Agencies Task Force•Oversaw, prepared and monitored the expense ($900 million) and capital ($1 billion) budgets of 17 administrativeagencies 2 pension funds and 51 elected officials. Focus was on the coordination of government operations and citywide policies including centralized services•Reviewed and approved building construction, restoration and maintenance projects, including energy efficiency, environmental compliance, compliance with laws, andinfrastructure improvement programs.• Saved tens of millions of dollars through restructuring the purchasing, operations, and payment for telecommunications services, • Developed, implemented and monitored productivity programs. Show less

Greater New York Mensa
Jan 1998 - Dec 2003President• President 2000 through 2003• Treasurer 1998 through 2000• Director from 2008 through 2013

New York City Department of Sanitation
Jul 1998 - Aug 2000Deputy Director/Contracting Officer, Operations Management DivisionProcured mission critical equipment, supplies and professional services needed to achieve goals. to achieve Mayoral priority of closing Staten Island Landfill, tracked, monitored and measured performance of $4 million contract for environmental and IT consultant services. (Including evaluating responses to RFPs and performing financial review/projections, going to hearings at the Mayor’s Office of contracts, registering contracts, creating tracking sheets/mechanisms to make sure tasks were completed to the satisfaction of (DOS) program(s) before invoices were certified for payment.) Wrote RFP’s with agency lawyers to acquire a state of the art LAN/Wan, and to sell recycled commodities with provisions to take into account the fluctuating value of those commodities. Show less

Oral Health Programs and Policy for New York City
Jul 2000 - Jan 2007Director, Operations Management and BudgetResponsible for day to day operations of Department of Health and Mental Hygiene (DOHMH) program started in 1913 (transferred to the Health and Hospitals Corporation in 1993 and transferred back to DOHMH in 2003). Reorganized and expanded article 28 dental program from 32 community based clinics with 100 employees, to 65 clinics (60 portable and 5 health center based clinics (two of which we constructed)) and 180 employees. Duties included strategic planning, logistics, human resources, payroll and time keeping, procurement, etc.• Wrote new need proposal and received funding to acquire equipment for 34 Community based (portable) dental clinics (some for replacement, and some for expansion).• Reorganization included separating staff, training staff and reassigning staff.• Organized and ran flu immunization program for a number of years at Dental Convention.• Constructed two Health Center Dental Clinics and renovated one Regional Office• Reclaimed 1,100 cubic feet of patient records, complied with HIPAA requirements and established proper retention schedule• Emergency Management - responded to 9/11. Provided counselling for staff and restarted operations. Show less

New York City Department of Health and Mental Hygiene
Feb 2007 - nowFacilitate administrative compliance of the employees of the Center For Health Equity and Community Wellness. Manage and administer the division’s time keeping and payroll function. Develop training programs to help employees perform their job responsibilities. Provide management planning and analysis expertise and strategic guidance to bureaus and programs. Work with personnel from city and state agencies, and private entities. • Continuity of Operations (COOP) Coordinator for 500 employees and consultants• Reorganized the division’s time keeping and payroll. • Member of the DOHMH’s Incident Command System leadership structure as a Safety Officer (SO). The SO provides ICS risk management support, and assesses hazards, manages risk, chooses protective options, and plans for safety needs.• Co-chair of committee which trained 500 employees in Customer Service Excellence. Presented "Service Recovery Module"• Presented with Distinguished Service Award: Bridging the Gap Award for going above and beyond the call of duty Show less Provide management, planning and analysis, expertise and strategic guidance to bureaus and programs, including contracting, budgeting, financial analysis, head count analysis, emergency management, planning, personnel staffing and labor relations. Liaison for the division on employee health and safety issues. Work with personnel from various city and state agencies, and private entities. Act as a Public Information Officer during emergencies. • Worked with personnel from various city and state agencies, and private entities, and introduced a concept called “Resiliency” in a Bronx Public School with a School Based Health Center Show less
Director, Health Care Program, Planning and Analysis
May 2011 - nowDirector, Health Care Program, Planning and Analysis
Feb 2007 - Apr 2011

Executive Forum
Jan 2009 - nowVice PresidentThe mission of The Executive Forum is to encourage good fellowship among executives and professionals who are alumni of New York University and other universities, and who are actively engaged in business, finance and related areas. In furtherance of its mission, The Executive Forum endeavors to provide a stimulating platform for expert speakers.The organization also promotes the maintenance of high professional and ethical standards in the practice of national and international business and finance. The mission of The Executive Forum is to encourage good fellowship among executives and professionals who are alumni of New York University and other universities, and who are actively engaged in business, finance and related areas. In furtherance of its mission, The Executive Forum endeavors to provide a stimulating platform for expert speakers. The organization also promotes the maintenance of high professional and ethical standards in the practice of national and international business and finance.• Secretary Term 2012 through 2013• Director Term 2009 through 2012, and 2014 through 2015• Vice President, membership 2015, created meetup group to publicize organization, and increase participation in events and membership Show less
Licenses & Certifications

Mental Health First Aid
Volunteer Experience
Volunteer
Issued by National Center for Learning Disabilities on Mar 1990
Associated with James Wolin, MBA
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