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Portfolio of Projects
Contact us to learn more about Morganite's capabilities for meeting the needs of your business.
Operational Risk Management
- Order-to-Cash Operational Risk Mitigation:
Directed several initiatives on an Energy trading and billing process
to reduce operational/transactional risks formed by disparate legacy or
new IT systems as well as silo-ed Front- and Back-Offices. De-facto
liaison between the IT department and the Contracting, Trading and
Accounting departments.
- Commodities and Derivatives Trading Risk Mitigation:
Implemented and enhanced risk management policies and procedures for
the trading floor, utilizing trade capture and settlement systems
reporting as well as manual procedure updates.
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Sarbanes Oxley 404 Compliance
- IT Systems Analysis and Testing:
Audited systems and defined development requirements in order to comply
with Sarbanes Oxley 404 and internal guidelines. Drafted risk policy
changes and designed systems' control testing plans.
- Financial Reporting Process Compliance: Examined processes and designed changes needed to comply with
Sarbanes Oxley 404. Planned and executed testing
plans to demonstrate compliance, working closely with internal and external auditors.
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Business Planning and Performance Measurement
- Business Planning and Process Improvement:
Coordinated the efforts to redesign a business planning process in
order to align disparate, lower level business units. Designed the
cascading of the strategy and key performance indicators, facilitated
workshops and published Intranet content.
- Strategy and Performance Measurement:
Guided the development and implementation of strategic refinement and
articulation of goals, objectives and performance measures using the
Balanced Scorecard methodology and Enterprise Portal technology.
- Knowledge Management Software Deployment:
Led the implementation of a Plumtree Software business intelligence
portal, performing "design partner" role on the deployment, from
inception and user requirements' gathering, RFP direction and
negotiation, project planning and proof-of-concept, to internal selling
and roll-out.
- Business Plan Preparation: Prepared business plan for a manufacturing and import business to position it for acquisition.
- Business Planning and Marketing:
Provided clients with market research, competitive and cash flow
analysis and formed feasibility studies. Performed contract
negotiations and developed advertising agency collateral guidance.
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Restructuring and Process Improvement
- Management Reporting Process Improvement:
Managed a financial and operational reporting accuracy initiative,
through meticulous understanding of underlying data and models, across
several departments.
- Multi-Disciplinary Project Management:
Point-Person for teams of engineers, architects and contractors, on a
variety of projects at a commercial real-estate marketing firm.
- Supply Chain Improvement:
reduced expensive inventories by analyzing and developing tools and
action plans for cost-containment at an Oil and Gas exploration joint
venture.
- Shared Services Restructuring:
Administered a workload upturn initiative by means of analysis of
activity value - mission, activity and end-product evaluation –
that led to organizational transformation and SG&A cost reduction.
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Start-Up Business-Case Development and Venture Capital Due Diligence
- Start-up Business Case Development:
developed use-cases for entrepreneurs raising funds to develop
technology solutions for the compliance and risk management
marketplace. Benchmarked against existing vendors/competitors.
- Venture Capital Due-diligence:
Provided leading Venture Capital firms with research and
recommendations regarding investment opportunities in Business Activity
Monitoring (BAM) and Business Process Management (BPM) software
offerings.
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