Noam Shiman
Baltimore,United States
Summary
Results-driven senior leader specializing in budget management, strategic resource allocation, and financial decision-making. Demonstrated expertise in financial planning and forecasting, consistently achieving significant cost savings and operational efficiencies in high-stakes environments. Proficient in cash flow tracking and business analysis, with a strong focus on maximizing resource utilization to enhance profitability. Recognized for strong leadership abilities and relationship-building skills that drive organizational success.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Dep. Director and Technical Director
Dept. Health and Human Services (CMS and SAMHSA)
03.2020 - Current
- Budget Leadership: Oversees the formulation, execution, and reporting of complex agency $8 Billion dollar budgets, providing expert guidance to senior leadership on financial strategy, compliance, and resource optimization
- Worked alongside the CFO and Executive Leadership to prepare and present annual forecasts, budgets, and associated analyses, including write-ups and financial crosswalks
- Maintained and optimized key data elements, reports, and analytical models to deliver actionable insights on monthly close analysis, capital allocation, and strategic planning initiatives
- Strategic Planning: Leads development of long- and short-term financial and workforce plans, aligning organizational goals with national strategies and creating actionable recommendations for senior management
- Policy Development: Creates, revises, and implements financial management and budget policies, offering strategic advice to executive committees and ensuring compliance with laws, regulations, and internal guidelines
- Performance Analysis: Monitors and analyzes performance and cost metrics, using advanced modeling and forecasting tools to inform decision-making, improve planning cycles, and optimize resource allocation
- Staff Supervision: Directs and develops staff, focusing on engagement, compliance, and performance
- Provides guidance on technical and administrative matters while overseeing training and mentoring programs
- Collaborated with HR, Compensation, Payroll, and Executive Leadership to conduct annual Per-Visit Clinical market reviews, analyzing and preparing market rate adjustments within budget guidelines
- Selected, trained, and managed departmental staff, establishing performance standards and conducting performance evaluations
- Financial System Expertise: Manages financial systems, ensuring accurate data integration, reconciliation, and reporting
- Supports decision-making by providing comprehensive financial and budgetary analyses
- Partnered with technical teams to resolve system-wide reporting issues, optimizing report delivery for finance teams, executive leadership, and departmental leaders
- Ensured compliance with documented business rules, SOPs, and data definitions for all developed reports and analytical models
- Contract and Acquisition Management: Directs the planning, development, and implementation of policies for contracts and acquisitions, including serving as a Contracting Officer Representative (COR) and approving official for procurement actions
- IT and Data Analysis Projects: Leads IT solution projects to enhance budget, performance, and cost management processes
- Utilizes SAS and other tools to analyze large datasets and produce actionable insights
- Led the reporting development process, including prioritization, tool selection, and delivery of new reports, while enhancing and maintaining existing reporting tools
- Managed advanced analytics tools and oversaw the intake process for enterprise-wide finance data needs
- Stakeholder Collaboration: Communicates effectively with diverse audiences, including OMB and internal stakeholders, delivering reports, justifications, and policy recommendations tailored to technical and non-technical audiences
- Comprehensive Financial Oversight: Oversees operational execution, including budgetary adjustments, payroll reconciliations, and financial projections, ensuring alignment with agency goals and maintaining high data integrity standards
- Reviewed financial period close reporting and analysis prepared by the Finance Team, ensuring accuracy and completeness
- Executed scheduled report publications and maintained thorough documentation for data definitions, sources, and audit requirements
Senior Program Manager/ Economist
Ginnie Mae (HUD) - Office of Enterprise Risk
05.2018 - 03.2020
- Senior Advisory Role: Works closely with the CFO to construct and advance an integrated Cash management strategy with proper planning and specific criteria designed to maintain sufficient cash reserves, proactively identify, monitor and mitigate financial risks, credit risk, operational risk and maximize organizational value, expanding the organization’s ability to invest in growth and capitalize on market opportunities
- Policy Analysis and Recommendations: Develops and implements policies and procedures, including policies related to management of cash, debt, investments, capital structure and insurance
- Actively monitors compliance with business, tax, and regulatory requirements related to the treasury function
- Technical Leadership: Assists the CFO with negotiation of banking or debt instruments, managing debt issuance, ensuring compliance with debt covenants, etc
- Economic Modeling: Manages FPI’s debt portfolio including all taxable and tax-exempt bonds and commercial paper programs including any new issuances, refunding, or program enhancements
- Risk Measurement Expertise: Ensure internal controls and processes related to the treasury function are robust, mitigating the risk of error or fraud
- Enhances treasury operations and drives innovation in cash management and financial analysis through multiple approaches, especially leveraging technology
- Budget and Financial Management: Supports the cash and risk management needs for new and existing business projects / ventures, new legal entities, etc
- Effectively assesses the cost of capital for projects / ventures, recommending the best option that aligns with the overall organizational strategy
- Communication and Reporting: Manages and foster both internal and external working relationships, including department finance leaders and staff, banks, brokers, and bond trustees
- Works closely with the Finance, Accounting, and other teams to understand cash flow timing and fluctuations in support of a successful integrated treasury management strategy, recommending changes to strategy as appropriate
- Delivers treasury management reporting inclusive of cash flow analysis, market trends that are aligned with Agency’s strategic goals
Senior Budget Analyst
Centers for Medicare and Medicaid Services (CMS)
12.2010 - 05.2018
- Budget Leadership: Directed comprehensive budget formulation, execution, and reporting processes, including multi-year planning and alignment with OMB and Congressional policies
- Financial IT Systems: Provided strategic guidance during the requirement-gathering phase for financial IT system design, ensuring alignment between IT and business teams for seamless implementation
- Contract and Acquisition Management: Served as a primary COR, overseeing numerous contracts and task orders, and led acquisition strategy development, execution, and operational analysis
- Policy Development and Compliance: Developed and interpreted policies, procedures, and strategies governing financial management, ensuring compliance with federal laws and advancing IT governance and strategic planning
- Staff Development and Supervision: Supervised and mentored teams, providing training, performance evaluations, and leadership on recruitment, employee engagement, and work plan development
- Process Improvement: Coordinated LEAN initiatives, creating metrics to streamline workflows, enhance operational efficiency, and assess the effectiveness of division processes
- Advanced Financial Analysis: Conducted in-depth analysis of financial data, integrating forecasts with spending trends to guide resource allocation and recommend adjustments to funding levels
- Strategic Resource Management: Led investment management governance workgroups, developing charters and implementing innovative solutions to meet program and organizational goals
- Collaboration and Leadership: Partnered with directors, senior leadership, and multiple stakeholders to ensure continuity in operations, strategic alignment, and robust decision-making frameworks
- Performance Metrics and Reporting: Utilized tools like Earned Value Management (EVM) to track project milestones, monitor financial systems, and deliver comprehensive reports for leadership review and decision-making
Financial Analyst II
Wells Fargo Corporate Trust Services (CTS)
05.2006 - 06.2010
- Financial Product Structuring: Utilized financial engineering techniques to structure complex financial products, including RMBS, CMBS, CDOs, and ABS, using advanced Excel and Intex modeling methodologies
- Analytics and Valuation: Maintained precise analytics and valuation models for securities, ensuring portfolio accuracy and alignment with market standards
- Risk and Collateral Expertise: Leveraged extensive knowledge of Over Collateralization, Senior/Sub tranches, and Ratio-strip Mortgage-Backed Securities to support risk and portfolio management decisions
- Regulatory Evaluation: Assessed new and pending regulations, policies, and managerial tools to improve process feasibility and ensure consistency with company objectives
- Stakeholder Engagement: Prepared detailed financial reports for investors, translating complex market trends into actionable insights and fostering an understanding of intricate concepts
- Cross-Functional Collaboration: Partnered with internal groups across Wells Fargo Corporate Trust to provide expertise on financial structures and collateral strategies
- Investor Relations: Built and maintained strong relationships with investors and servicing companies, ensuring efficient communication and data flow
- Discrepancy Analysis: Identified and resolved discrepancies in servicer-supplied financial reports, maintaining data integrity and consistency
- Document Analysis: Regularly reviewed controlling legal documents to assess the impact of economic variables on securities, ensuring alignment with deal structures
- Policy Communication: Participated in high-level meetings and briefings to address company policies, contributing to the development and refinement of operational strategies
Education
Bachelor’s Degree - Financial Economics
University of Maryland Baltimore County (UMBC)
Bachelor’s Degree - Talmudic Law
Ner Israel Rabbinical College
Skills
- Contract negotiation
- Contract management
- Government relations
- Business strategy
- Project management
- Business administration
- Financial analysis
- Risk management
- Operations management
- People management
- Budget control
Certification
- FAC-COR Level 3
- FAC-P/PM Level 2
- SAS Programming
- SQL Queries
- Advanced proficiency in MS Office Suite (Excel, Word, Access, PowerPoint)
Awards
- Agency Director’s Citation, 2013, For exceptional service in budget tracking and OMB reporting.
- Exemplary Work Award, 2015, For outstanding contributions to contract evaluations.
- Certificates of Appreciation
- 2016
- 2019
- Recognized for exceptional support in program operations.
References
References available upon request.
Timeline
Dep. Director and Technical Director
Dept. Health and Human Services (CMS and SAMHSA)
03.2020 - Current
Senior Program Manager/ Economist
Ginnie Mae (HUD) - Office of Enterprise Risk
05.2018 - 03.2020
Senior Budget Analyst
Centers for Medicare and Medicaid Services (CMS)
12.2010 - 05.2018
Financial Analyst II
Wells Fargo Corporate Trust Services (CTS)
05.2006 - 06.2010
- FAC-COR Level 3
- FAC-P/PM Level 2
- SAS Programming
- SQL Queries
- Advanced proficiency in MS Office Suite (Excel, Word, Access, PowerPoint)
Bachelor’s Degree - Financial Economics
University of Maryland Baltimore County (UMBC)
Bachelor’s Degree - Talmudic Law
Ner Israel Rabbinical College
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