Occupation:Chief Financial Officer |
Location:West Chicago, IL |
Education Level:Bachelor |
Will Relocate:YES |
Description
Results oriented financial and operating executive with keen business insights and leadership to maximize both financial and people assets.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
LDS Church business operations | (Confidential) | 7/2002 - 5/2007 |
Barclays Global Investors | (Confidential) | 9/2000 - 5/2002 |
PricewaterhouseCoopers | (Confidential) | 11/1997 - 9/2000 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
University of Cincinnati | Accounting | 1979 | Bachelor Degree |
Accomplishments
Highlights:
Tom Tam 3488 E. Cottage Pines Cove Salt Lake City, Utah 84121 (801) 733-0966 / ttktam@aol.com Chief Financial Officer M&A / Global / Growth Management / New Business Development / Risk Control Due Diligence / SOX / Asset & Liability Management / Auditing Control Banking & Investments / Budgeting / Debt Management Expert at developing and implementing systems to ensure financial security, control costs, streamline operations, and enhance the bottom line. Diverse industry background includes financial services (Barclays), consulting (PwC), insurance (Westchester Specialty, Blue Cross/Blue Shield), and not-for-profits (LDS Church, CARE). Adept at aligning people, processes, and systems to drive risk-controlled profitable growth. * Averted multi-million dollar losses while improving global financial operating efficiencies for LDS Church * Reengineered audit function for Barclays Global Investors, cut turnover and saved $250K in outside fees * Developed management processes for PwC, driving 60% growth in West Region audit outsourcing business * Led successful turnaround from six-month $10M net loss to $23M net gain for Central Benefits Insurance Key Skills: Analyzing complex business challenges and developing solutions. Possessing excellent revenue generating and administrative skills. Evaluating trends and establishing strategic direction. Building high-performance management teams. Ability to win cooperation at all levels. Creative troubleshooter and problem solver. BBA, with highest honors, Accounting, University of Cincinnati. CPA, Certified Fraud Examiner, Certified Internal Controls Auditor. Bilingual: English, Chinese. Career History Chief Risk Officer/Audit Director, LDS Church, 2002 - 2007. Developed risk and control management process for HQ and Asia/Philippines Region. Led risk mapping of operations for equivalent of 30,000 retail branch banking network servicing 50,000+ credit cards. Directed audits of multi-billion dollar investment and treasury operations. Managing Director & Chief Audit Executive, Barclays Global Investors, 2000 - 2002. Managed global audit function with operations in San Francisco, London, Hong Kong, Tokyo, Toronto, and Sydney for world's largest institutional index funds manager with $800B assets under management. Director/Regional COO, PricewaterhouseCoopers, 1997 - 2000. Directed internal audit outsourcing and risk management business for San Francisco office. Built infrastructure to support marketing, recruiting, scheduling, and reporting. Led internal audit outsourcing team serving large insurance clients (CSAA, Fireman's Fund). Senior VP of Finance and Administration, CARE, ($450M international not-for-profit). 1996 - 1997. Served as Chief Financial and Administrative officer with oversight of finance, accounting, legal, human resource, information systems, and internal audit functions. Held full $450M financial responsibility. Early Career: Senior Manager, KPMG. Joined Community Mutual Insurance Company, VP of Internal Auditing. Recruited by Central Benefits Insurance, CFO. Became CFO of Ohio Bureau of Workers Compensation. Joined Vik Brothers Insurance Group, CFO. Recruited by Westchester Specialty Group, EVP / CFO.Companies I like:
Warren Buffett's portfolio of companies;, JP Morgan Chase;, Hong Kong and Shanghai Banking Corporation (HSBC);, Citigroup
Job Skills
Keywords
Responsibilities
As Chief Risk Officer developed global risk and control framework to manage enterprise risk for a multinational.
Led and implemented risk and control mapping of operations for equivalent of 30,000 retail branch banking network servicing 52,000+ credit cards.