David J Morley Jr
Pleasant Valley,USA
Summary
Business operations professional with over 13 years of experience in strategic operations leadership. Managed a $1B+ hardware and software budget, delivering 98% forecast accuracy and driving process improvements. Demonstrated ability to present actionable insights to executive leadership, aligning operational goals with financial strategies.
Overview
14
14
years of professional experience
Work History
Mainframe HW Development Operations Lead
IBM Z
Poughkeepsie, USA
09.2025 - Current
- Developed business case strategies for next generation product cycles, presenting to CEO and Board of Directors to secure strategic alignment and investment.
- Drove annual planning cycles and long-term spending models, aligning operational goals with expense and capital portfolio investment strategies to support organizational objectives.
- Provided worldwide consolidated monthly and quarterly forecasting, analysis, and business operations support for $1B+ hardware and software budget, enabling informed decision-making for multiple executives, VPs, and GMs overseeing 4,500+ resources.
HW Design Operations Professional
IBM
Poughkeepsie, USA
01.2020 - 09.2025
- Led strategic initiatives and operational planning across multiple business units, providing executive leadership with data-driven insights and actionable recommendations.
- Drove quarterly business reviews and annual planning cycles, aligning operational goals with corporate strategy to enhance overall performance.
- Coordinated with global teams to standardize operational processes, ensuring consistent reporting across regions and facilitating better decision-making.
- Manage a $150M+ annual budget and led planning cycles with 98% forecast accuracy.
Cost Operations Planner
IBM
Poughkeepsie, USA
08.2016 - 01.2020
- Facilitated budgeting, forecasting, and variance analysis for $50M+ business segment, contributing to financial clarity and operational efficiency
- Collaborated with executive leadership to formulate long-term financial strategies aligned with company goals, supporting data-driven decision-making.
- Created financial models to streamline investment decisions and optimize strategies, enhancing decision-making processes
Financial Analyst
IBM
Poughkeepsie, USA
01.2013 - 08.2016
- Conducted in-depth analysis of spending trends, identifying key cost-saving opportunities.
- Assisted in monthly close activities and budgeting, performing variance analysis for enterprise-level departments.
- Produced monthly operating reports and ad hoc analyses for corporate leaders, enhancing strategic planning and cost management.
Education
Bachelor of Science - Accounting
State University of New York at Albany
Albany, NY05-2011
Skills
- Financial modeling
- Budget management
- Financial forecasting
- Data analysis
- Business case development
- Process optimization
- Operational efficiency
- Process standardization
- Strategic planning
- Structured Query Language (SQL)
- MS Office (Word, Excel, PowerPoint)
- Cross-functional teamwork
- Stakeholder communication
- Effective communication
- Operational Cost Management
Timeline
Mainframe HW Development Operations Lead
IBM Z
09.2025 - Current
HW Design Operations Professional
IBM
01.2020 - 09.2025
Cost Operations Planner
IBM
08.2016 - 01.2020
Financial Analyst
IBM
01.2013 - 08.2016
Bachelor of Science - Accounting
State University of New York at Albany