JOSHUA SHORT
Operations Executive
63 Shire Dr S, East Amherst,NY
Summary
Dynamic executive with 20+ years in analytics, operations, lending, finance, banking, SaaS, B2B, business development, and administration. Excel at interfacing with C-Suite leaders. Thrive within a highly competitive environment where leadership skills are the keys to success. Possess high level business acumen, and leverage excellent interpersonal , analytical, and organizational skills to drive results. Expert in orchestrating and implementing robust strategies, roadmaps, and plans to optimize efficiency.
Overview
21
21
years of professional experience
Work History
Director of Operations
defi SOLUTIONS
03.2018 - 10.2023
- Oversee all operations, both onshore and offshore, including Data Analytics and Business Intelligence. Provide direction to leaders that align with firm's strategic goals for revenue, increased margins and overall client satisfaction.
- Led development of BI dashboards for financial forecasting.
- Orchestrated automation initiatives through product enhancements, AI, and RPA. Developed comprehensive roadmap through 2028; realizing $14mm in efficiency savings from 2020-2023.
- Sunset antiquated analytics databases and reprogrammed utilizing ETL's, automated data-flows, Power BI dashboards, and reporting models in Azure Cloud.
- Implemented robust operational risk program. Reducing operational losses by $2mm.
- Optimized budget across 6 revenue generating cost centers.
- Synthesized complex analytics-derived insights into easy-to-understand, actionable metrics and KPI's. Developed BI Dashboards to track productivity.
- Leveraged BI tools to create and automate data visualizations to present insights and tell compelling stories to Board of Directors and Leadership Team.
Vice President of Asset Servicing
Citigroup
05.2013 - 03.2018
- Acted as catalyst for change across Middle Office, Performance Management, Operational Risk, and Compliance Teams to ensure that organization's policies and procedures are in-line with current firm/regulatory standards.
- Identified opportunities to improve business process flows and
productivity. Introduced BI Tools to track success. - Enhanced Asset Services overall operational risk program to include robotics and data driven metrics, reducing risk by 90%.
- Established performance goals for department and provided methods for reaching milestones, ensuring all SLA's/KPI's are met or exceeded.
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Assistant Vice President
Citigroup
06.2007 - 05.2013
- Analyzed operational statistics and developed best in class metrics scorecards. Collaborated with CAO to benchmark operational and regulatory goals increasing efficiency 15% YOY.
- Spearheaded Citigroup Global Markets FINRA Regulatory Governance Committee.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Participated in organization re-branding and targeting of new markets and programs to attract and retain members.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
Group Leader
M&T Bank
06.2002 - 05.2006
Education
Business Administration
Medaille College
Buffalo, NYGeneral Studies
Erie Community College
Buffalo, NYSkills
Operations Management
Strategic planning and execution
Risk Management
Verbal and Written Communication
Business Development
P&L Management
Global cross functional strategy and management
Metrics driven processes
Data Analytics
Business Intelligence Tools
DAX
SQL
SSRS
Python
Websites
Timeline
Director of Operations
defi SOLUTIONS
03.2018 - 10.2023
Vice President of Asset Servicing
Citigroup
05.2013 - 03.2018
Assistant Vice President
Citigroup
06.2007 - 05.2013
Group Leader
M&T Bank
06.2002 - 05.2006
Business Administration
Medaille College
General Studies
Erie Community College