Download Mark C. Freeman

Mark C. Freeman
847-971-4500 • [email protected]
Summary:
Mark is a senior project manager and analyst with an MBA in Finance from Northwestern University J.L. Kellogg
School of Business. He has 15 years of significant project and program management experience and 25 years of
over all work experience in Finance, Information Technology and Consulting. As a manager, he has helped to
guide business and technology initiatives with budgets up to $30 million and teams of up to 100 people.
Mark has extensive industry experience with financial services, including investments, wealth management,
trading, banking, credit, loans, mortgages, payment transactions, insurance and employee benefits. Other
experience includes e-commerce, retail, supply chain, distribution, software development and Big 4 consulting.
Career Objective: Transition from consulting to a full-time position focused on business development.
Additional Information: Personal Web Site E-Commerce LinkedIn
Skills:
Technology Delivery and Vendor
Management (SDLC and Agile)
Business Integration and Process
Change Management (M&A)
Productivity, Operations, Distributor
and Supply Chain Improvement
CRM, E-Commerce (B2B/B2C),
Marketing and Sales Programs
Business Analysis, ROI and
Requirements Specifications
Data and Systems Analysis
(Financial, Quantitative, Technical)
User Metrics / Data Mining and
Business Modeling
Customer, Product and Business
Unit Profitability Analysis (BI)
Enterprise, Desktop, Cloud, and
Mobile related platforms
Software and Internet Portal
Development and QA Testing
Application Architecture, Design
and Development
Content Management and
Reporting Systems
Education:
MBA, Northwestern University, J.L. Kellogg School of Management 1984; Finance, Marketing, MIS
BGS, University of Michigan, with Distinction 1979; Finance, Accounting, Business Administration, MIS
Wesleyan University, Middletown, CT Phillips Exeter Academy, Exeter, NH
Technical Skill Summary:
Application Packages:
Operating & Networking:
Languages:
Internet:
Databases:
Methodologies:
Google Office, SharePoint, Excel, Word, PowerPoint, Project, Visio, Outlook, IE
Windows, LINUX/UNIX, IIS, Apache, Tibco, Citrix, FIX, FTP, TCP/IP
.NET, VBA, Visual Basic, PHP, Java, C##, C++, Unix Shell, COBOL
HTML / DHTML, JavaScript, JQuery, CSS, PHP, J2EE, XML, JSON, WebTrends
SQL, Oracle, DB2, SQL Server, MySQL, Postgres, Access, ERwin, HP Quality Center
Agile / Atlassian (JIRA/Confluence), Rational SDLC
Experience:
Enova
Sr. Project Manager and Technical Analyst (Consultant)
3 /15 – 6/15
 Loan E-Commerce & Compliance: Project manager and analyst in PMO supporting strategic technical,
business and regulatory projects following recent IPO; additional resource during office move.
 Data Governance & Retention: Led project to establish a governance program and updated policy for records
management and retention, including coordination with an outside vendor to survey business record usage
across the company to meet federal CFPB and related regulatory audit compliance.
US Foods
Lead Project Analyst (Consultant)
1/15 – 3/15
 Sales & Distribution Reporting: Led project planning and analysis for the data integration and pilot
implementation of customer and product sales metrics and account profitability reporting for Sysco merger.
Northern Trust Bank
Sr. Business Analyst – Wealth Management (Consultant)
9/14 – 11/14
 Salesforce for Wealth Management: Documented technical data requirements for Salesforce customer
relationship management (CRM) proof-of-concept implementation leading to national sales office roll-out.
 Reviewed and provided guidance for proposed architecture from IBM and TCS consultants for data sourcing
and synchronization between Salesforce, source systems and a new enterprise data warehouse (EIS).
 Researched source systems and developed SQL for source data related to bank relationship managers, clients
and accounts using data from the central KYC / AML legal entity data warehouse mapped and combined with
client / account data from the legacy enterprise relationship management system for wealth management.
 Validated and documented functional and technical data processing steps and gaps with Salesforce
implementation. Use of Oracle database and query tools for data analysis.
VisiDeskTM
Developer – Excel and .NET Based Web and Desktop Application Software (Founder / Owner)
4/14 – 8/14
 Excel Based Software: Designed prototype of Excel and .NET application to create user definable desktop,
web and cloud based applications to meet the need for end user enabled business technology delivery.
CME Group
Sr. Trading Systems Business Analyst – Trading (Consultant)
1/14 – 3/14
 Exchange Trading & Compliance: Business systems technical analyst for the CME Globex Command Center
trading engine and Regulatory Reporting surveillance application migration / integration projects.
Northern Trust Bank
Sr. Project Manager, Analyst and Architect – Global Fund Services (Consultant)
4/12 – 12/13
 Global Investment Fund Accounting: Project engagement was a continuation from 2011 project to complete
construction of a global fund accounting data warehouse and reporting platform.
Reed Business Information - BankersAccuity
Sr. Project Manager - Integration (Consultant)
1/12 – 3/12
 Bank Routing and AML Data: Project manager and analyst for integration of Reed Business Information and
BankersAccuity bank routing and anti-money laundering data services; acquiring company took over project.
Discover Financial Services
Sr. Project Manager - E-Business Digital Delivery (Consultant)
12/11 – 1/12
 Credit Card E-Commerce: Defined projects for customer real-time email and mobile activity alerts and online
payment option for 'pay in full' with accrued interest calculated through the period of the payment date.
Northern Trust Bank
Sr. Project Manager, Analyst and Architect – Global Fund Services (Consultant)
5/11 – 9/11
 Global Investment Fund Accounting: Project manager, analyst and design architect for a new global fund
accounting data warehouse and data mart reporting facility for mutual, retirement and trust funds.
CNA Insurance
Lead Business Analyst and Data Architect – Investments (Consultant)
8/10 – 4/11
 Investment Portfolio Accounting: Lead business analyst for construction of an investment data mart
designed to integrate the reporting of a diversified $40B portfolio of security positions and transactions.
Resume: Mark C. Freeman
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Walgreens Drug Stores
Sr. Project Consultant & Financial Analyst – E-Commerce & Store Operations (Consultant)
5/09 – 8/10
 E-Commerce KPI Dashboard: Led requirements for key performance indicators (KPI's), and designing a new
dashboard reporting capability to support a consolidated view of financial forecasts and actual results.
 Retail Store KPI’s and Incentive Compensation: Led analysis and design for retail store management
compensation solution to calculate bonuses based on annual goals and scorecard KPI metrics.
ABN AMRO - Royal Bank of Scotland
Sr. Project Manager – Transaction Banking – E-Commerce Global Trade Services (Consultant)
2/08 – 2/09
 Global Trade E-Commerce: Program manager and QA analyst for migration of Maxtrad global trade portal
from ABN AMRO to Royal Bank of Scotland transaction banking unit handling merchant trade financing.
JP Morgan Chase – Global Financial Technology
Sr. Project Manager – Financial Reporting Consolidation (Consultant)
3/07 – 2/08
 Global Treasury Reporting: Senior data integration manager and finance analyst for integration of JP
Morgan Chase and Bank One general ledger and management reporting in global financial data warehouse.
Federal Home Loan Bank of Chicago – Financial Information Services
Sr. Project Manager – Risk Management (Consultant)
10/06 – 2/07
 Mortgage Risk Systems: Led project effort to integrate PolyPaths, a risk management analysis software
package providing daily pricing of bank mortgages and security portfolio positions used to hedge rates.
Hewitt – HR Services / Global Business Information Management
Sr. Financial Data Analyst – Business Intelligence (Consultant)
7/06 – 9/06
 HR Services Analytics: Led financial data sourcing for a global operations business intelligence (BI) data
warehouse to provide analytic reporting, dashboard and client P&L scorecard metrics.
Aon – Aon Risk Services / Financial Reporting Systems
Sr. Business Analyst – Corporate Finance / Business Intelligence
2/05 – 3/06
 Insurance Analytics: Lead business analyst for a client profitability business intelligence (BI) reporting
solution to identify improved client and product segmentation strategies for increased revenue and profits.
Bank of America – Wealth & Investment Management Division
Project Manager, Sr. IT Strategy Business and Technical Analyst & (Consultant)
11/04 – 1/05
 Wealth Management IT Strategy: Senior project analyst for development of an enterprise business
intelligence (BI) data integrating Bank of America and Fleet Bank customer account access and reporting.
Wachovia Securities Inc. – Division of Wachovia Bank
Project Manager, Sr. Business and Technical Analyst (Consultant)
11/03 – 5/04
 Investment Data Warehouse: Lead project manager, business analyst, technical and systems architect for
the development of a re-engineered data distribution solution for the brokerage data warehouse group.
TradeGraph LLC – ISV for Integrated Electronic Trading & Risk Management
Sr. Program Manager Member / President, Northbrook, IL
‘01 – ‘03
 Founder: Lead business manager, technical systems architect and sales person for start-up company.
 Electronic Trading Workstation: Developed patented trading front-end supporting real-time market data
analysis, charting, market depth and one-click order entry for rapid trading and market making.
 Exchange Market Data Servers: Designed back-end exchange servers, including client/server IP messaging
requirements, data exchange processes, user security, heartbeat connectivity and server console functions.
 Exchange Trade Order Processing: Designed database structures, application screens and reports for realtime trading, order processing, risk management and accounting.
Resume: Mark C. Freeman
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PricewaterhouseCoopers – Big 4 Management Consulting
Sr. Manager, IT Strategy Consulting, Chicago, IL
’00 - ’01
 General Motors – Global Supply Chain E-Commerce: Senior IT strategist, project manager and business
analyst for GM Supply Power PMO, a global enterprise e-commerce solution for content, financial
transactions, accounting and web based applications at General Motors.
 Web Site Metrics: Designed and developed metrics database and reporting solution to measure operating
KPI’s, user participation and site performance for project priorities and enhanced management decisions.
Zacks Investment Research – Broker Research and Investment Management Systems
Sr. Vice President and Division Manager, Chicago, IL
’91 - ‘00
 Division Manager - Equity Trading & Investor Relations Services: Conceived product lines and marketing
strategies for business units. Hired, trained and supervised sales, programming and operations.
 Investments Analyst: Designer and software development manager of stock market research data and
news published on Bloomberg, Reuters and Thomson/ILX for brokers, traders, investment analysts.
 E-Commerce: Led design and development of large custom e-commerce project to collect, database,
distribute and sell abstracts for over 600,000 research reports via Dialog and Yahoo.
 SEC Reporting: Built data warehouse and application code to calculate total returns used for SEC filings.
 Data Center: Designed and constructed server farm for automated updating of market data vendor systems.
 CRM and Sales Management: Created integrated customer relationship management (CRM), operations
and accounting system to streamline client acquisition and services for telemarketing and e-commerce.
 P&L: Responsible for budget, sales, expenses and P&L accounting. Equity Trading division sold over $15
million in research services. Investor Relations division sold over $5 million in investor services.
Ernst & Young – Big 4 Management Consulting
Sr. Management Consultant, Chicago, IL
’88 – ‘91
 Corn Products – Supply Chain: Define and develop a new customer information (CRM), contract monitoring,
supply chain and materials management system for Corn Products.
 McDonald’s – Supply Chain: Developed database design and working prototype for a new supply chain
quality control and plant inspection scheduling system to improve product and materials management.
 Marmon Group – Tax Accounting: Business process design and requirements analysis resulted in
recommendation to reengineer and implement a new enterprise tax accounting system.
 Rush-Presbyterian-St. Luke's – Cancer Registry: Managed all aspects of a complex cancer tracking
automation project for Rush-Presbyterian-St. Luke's, a large city hospital.
Arthur Andersen & Company – Big 4 Management Consulting
Sr. Management Consultant, Chicago, IL
’84 – ‘88
 Waste Management – CRM and ERP: Determined functional and technical requirements for the reporting
functions of a new customer relationship (CRM) and enterprise invoicing ERP.
 U.S.D.A. – Supply Chain: Defined reporting requirements, supply chain management (SCM) and enterprise
resource planning (ERP) components for inventory control and warehouse audit functions.
 Montgomery Ward - Telecom: Defined design requirements for a competitive cost analysis reporting system
for a telecommunications facility operated by Montgomery Ward. Identified savings of over $10 million.
 Arthur Andersen - Methodology: Developed enterprise and business unit strategic planning methodology
for Arthur Andersen engagements.
Associations:
SIFMA, Security Industry Assoc., FIA, Futures Industry Assoc., NIRI, National Investor Relations Institute
Resume: Mark C. Freeman
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Subject Areas:
Enterprise Business Strategy and Technology Consulting: IT Strategy, Critical Success Factor Identification, Goal
Setting, Enterprise, Business Unit and Department Planning and Budgeting, Business Process Design and
Organization Modeling, Post-Merger Integration, Cross-Functional Joint Requirements Planning (JRP),
Competitive Cost Analysis, Supply Chain Management, Product and Materials Management, Change
Management, Enterprise Resource Planning (ERP) Integration Projects, Executive Management Presentations,
Proposal Generation, and Business Development.
Product Marketing: Branding and Product Line Development, Market Share and Competitive Benchmarking,
Marketing Budget, Software Engineering, Intellectual Property Claims, Collateral Materials, Communications,
Promotion, Pricing and Sales Campaigns, Sales Force Automation, Telemarketing, Direct Mail, E-Commerce,
Contracts, Licensing, Distributor Channel and Territory Management, Customer Relationship Management
(CRM) and Service, Hiring and Training of Staff, Business Plans, P&L Accountability.
Financial Applications: Enterprise accounting, general ledger, accounts receivable/payable, human resource,
incentive bonus compensation, transaction, budgeting, tax, decision support, and financial reporting systems.
For investments, equity, fixed income and derivatives investment and market data systems, portfolio analysis,
risk management, and electronic trading solutions. News and research data feeds for Bloomberg, Reuters and
Standard & Poor’s Compustat financial data sources. Back office, regulatory compliance, Know Your Customer
(KYC) and auditing systems. Mortgage loan portfolios, pricing, and risk management.
Resume: Mark C. Freeman
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