Finance Director Business Intelligence in Jacksonville FL Resume Ruben Muniz

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RUBEN MUNIZ

Jacksonville, FL linkedincom/in/rubenmuniz H: 904-473-8053 M: 973-216-7161 [email protected] EXECUTIVE SUMMARY Disciplined, creative and bilingual leader with international background and a unique blend of experience in Finance, Strategic Planning, Enterprise Intelligence, Consulting and Diversity Management. Strong hands on management skills in diverse and complex environments. Proven track record of leading successful teams in strategic analysis. Recognized for management and implementation of multi-million dollar initiatives. Winner of numerous national recognition awards for leadership. Fluent in English and Spanish. Areas of expertise include: Global Financial Planning & Analysis International Functional Management Enterprise & Business Intelligence Project / Program Management and Technology Liaison Executive Enterprise Reporting and Analysis Management Information System Leadership

PROFESSIONAL EXPERIENCE CIT GROUP INC., Jacksonville, FL

Global Director, Strategic Business Analysis & Enterprise Intelligence, Global Vendor Finance

2012 01/2014

Managed Strategic Analysis initiatives for Global Vendor Finance, delivering executive reporting, originations, sales, credit and operational reporting of a $5B portfolio. Established the roadmap to build out the QlikView Enterprise Intelligence platform globally. The team improved data coverage to include all geographic regions in the first year, 25 countries across Americas, Europe and Asia. Established the QlikView application as the system of record for global originations, sales and credit analysis. Managed a senior team of QlikView developers and designers for application rollout that reached 90% of Sales managers and all GVF executives. Established the foundation to deliver predictive analytics for sales volume and originations that contributed to a 15% growth in origination applications and new volumes. Created the data governance model for Global Vendor Finance and served on the Enterprise Data Governance committee. Led data governance initiatives and data mapping strategy that identified 250 critical data elements to be improved. Identified over 784 reports to be rationalized across all functions and countries. Managed upgrade of team with internal and external resources. MUNIZ BUSINESS SOLUTIONS, LLC, Haskell, NJ Executive Contractor in Advisory Services for Business Analysis, FP&A, Project & Data Management. Relationships include: KPMG LLC, New York, NY 2008 2012

Director Advisory for FP&A and Business Intelligence (2011 2012)

Managed projects in Financial Planning &Analysis, Finance Transformation, Business Intelligence and Data Management. Managed KPMGs taskforce to establish the marketing point of view on Oracle Business Intelligence, FP&A and Data Management. Integrated KPMGs Business Intelligence point of view with Global Intelligent Enterprise initiative that incorporated all enterprise reporting, EPM, ERP and data management. Led national initiative on the development of Enterprise Expense Reduction Management alliance as part of Intelligent Enterprise service offerings. Led delivery of RFPs for Finance Transformation, FP&A and Business Intelligence sales initiatives.

RUBEN MUNIZ
Page 2 H: 904-473-8053 / M: 973-216-7161 PROVIDENT NEW YORK BANCORP (PBNY), Montebello, NY Head of Executive Reporting & Business Intelligence (2010 2011) Created the office of Business Intelligence and spearheaded the transformation of PBNY into a metrics-driven organization. Served as an internal consultant for several complex high profile projects. Created strategic dashboards that were instrumental in improving profitability, reducing credit risk 15%, increasing deposits 10% and reducing account churn 5%. Created profitability application that included activity-based costing to ensure accountability. Implemented standards for SDLC protocols and initiated Project Management for strategic projects. Managed articulation and creation of a roadmap for Data Management and Data Governance. As Member of Strategic Committee, guided growth in businesses and product development. COMPINTELLIGENCE INC, New Canaan, CT VP Business Intelligence (2008 2010) Oracle EPM Consulting engagements for Fortune 500 clients specializing in financial services. Managed engagements with global financial services firms that led to 25% increase in consulting. Led client engagements that required specialization in Oracles Hyperion Enterprise Business Intelligence Covered Financial Services, Real Estate and Pharmaceutical sectors. Developed client planning process using Hyperion Planning. Implemented management consulting and business strategy services that supported mid-size firms. HSBC, New York, NY

Business Manager, Global Banking, the Americas (2005 2008)

1983 2008

Served Chief Operating Officer function in matrix organization for Global Banking for the Americas. Division experienced record growth during tenure: staff grew 100%, balance sheet grew 200% to $85B and return on capital grew 40%. Created marketing presentations for US & Latin America operations and CEO dashboards. Managed FP&A and strategic planning initiatives and developed strategic plan and balanced scorecard, which produced 200% revenue growth over 3 years. Monitored $65B portfolio to Global Clients for relationship returns and capital use. Developed capital management model, which saved $3B in regulatory capital. Managed global relationships with credit, operations, finance, IT and risk management.

Director of FP&A and MIS, Global Banking & Markets (1997 2005)

Managed large staff of senior business analysts and systems analysts in all facets FP&A, business commentary and the annual operating plan process for $250B portfolio and staff of 2,500. Led multi-million dollar transformation of reporting, budgeting and strategic planning using Oracles Hyperion applications for several legal entities and general ledgers. Integral to the creation of the five-year strategic plan for global banking & markets sector. Designed PeopleSoft interface for headcount and compensation planning that improved accuracy. Internal consultant and project manager on all finance projects including finance transformation program.

Director of Hispanic Initiatives, HSBC North America (2002 2005)

Achieved recognition for HSBC as Top Ten Firm for Hispanics in DiversityInc Top 50 ranking in 2005. Executed growth strategy of Hispanic ERGs across US cities with limited funding and resources achieving 300% participation increase. Represented HSBC at all Hispanic and multi-cultural initiatives and organizations as Diversity Ambassador including Puerto Rican Day Parade, ALPFA, NSHMBA, HACE and NY Cares. Appointed by CEO to represent the Office of Diversity on new Hispanic Marketing Initiative in NY, FL and TX. The initiative opened 12,000 new accounts in 12 months, 20% above target. Implemented a Hispanic Mentoring program resulting from an employee survey initiative. The program and materials was the model replicated by all other ERGs. Member of North Americas Diversity Leadership Council chaired by CEO. Co-chaired committees for Diversity Training and Linkage to Business committees and inaugural member of the newly created HSBC Global Diversity Advisory team to establish global standards and best practices for diversity management.

RUBEN MUNIZ
Page 3 H: 904-473-8053 / M: 973-216-7161 Matrix leadership as manager of FP&A for USA and Business Unit Finance Manager Private Banking. Led FP&A transformation of reporting, budgeting and strategic planning. Implemented Oracles Hyperion applications for several legal entities and head office reporting. Implemented IBMs HOGAN CIS, AAS, RPM & DDA for integrated banking solutions. Managed financial analysts and development team from whiteboard to online delivery for customer profitability. Implemented Relationship Manager training for customer profitability. Presented at IBM Hogan annual conference on Customer Profitability Best Practices. AWARDS KPMG Encore Award for Leadership Excellence Hispanic Engineer & IT recognition as a influential Hispanics in Technology SCIP (Selective Corporate Internship Program) Partnership Award HITEC Top 100 Recognition (Hispanics in Technology Executive Council) PRIMER (Puerto Ricans in Mgt & Executive Roles) Member of the Year Award NELI (National Eagle Leadership Institute): National Eagle Leadership Winner HSBC Excellence in Leadership Award PROFESSIONAL AFFILIATIONS TWDI (The Data Warehouse Institute) JHUG (Jack Henry Users Group) HUG (Hyperion Users Group) OAUG (Oracle Application User Group) NABCA (National Association of Bank Cost Accounting) COMMUNITY / DIVERSITY POSITIONS KPMG Hispanic & Latino Network Leader NY Metro Group PRIMER, Vice President ALPFA (Association of Latino Professionals), COO Repertorio Espanol, Board of Directors Hispanic Professional Network Group Baila Conmigo Dance Company, President of the Board of Directors Manhattan Hispanic Chamber of Commerce, Member Wall Street Diversity Leaders HSBC Hispanic Employee Resource Group, Chair EDUCATION 2011 2012 2010 2013 2006 2009 2004 Present 2004 2008 2006 2008 2002 2005 2002 2008 2001 2004 2012 2011 2010 2009 2007 2004 2001

Vice President of FP&A and Profitability, HSBC Midland (1988 1997)

Assistant Vice President of Financial Systems, HSBC Marine (1983 1988)

Bachelors of Business Administration, Applied Economics & Finance, Pace University, NYC Associates in Applied Sciences, Marketing, Pace University, NYC

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