Peter M. Chambers
Plymouth,MA
Summary
Dynamic operations leader with extensive experience at John Hancock Financial Services, excelling in financial analysis and project management. Proven track record in driving stakeholder engagement and implementing data-driven solutions, enhancing operational efficiency and achieving corporate targets. Adept at motivating teams and delivering impactful results in fast-paced environments.
Overview
28
28
years of professional experience
Work History
Director – Operations – Strategy/Execution – Life Insurance
John Hancock Financial Services
Boston, MA
05.2018 - Current
- Partner with Finance to create US Operations Budget and provide financial analysis for all areas within Ops
- Work with Delivery Teams to evaluate all funded initiatives in terms of scope, value, and delivery
- Provide holistic view of all initiatives within Ops to understand spend and value
- Collaborate with BI and Data Team to create detailed and informative dashboards for Operational Teams and Global Partners
- Drive stakeholder engagements to achieve consensus on various directives to achieve corporate targets (expense reduction, NPS, STP, digitization, Unit Cost Models)
- Ability to synthesize analysis to provide/illustrate information for all levels of management
Director – Operations – Business Process Team – Wealth Asset Management
John Hancock Financial Services
Boston, MA
04.2015 - 05.2018
- Established initial metrics/reporting for operations within Asset Management
- Business Process Team responsible for PWC engagement – leading to a newly devised operational model – including new Accounting/Administrative System and enhanced derivative and client reporting modules
- Planned/defined/developed project scope while ensuring effective communication and collaboration with stakeholders
- Managed the overall budget and created tools to evaluate project performance
Senior Financial Analyst - Long Term Care
John Hancock Financial Services
Boston, MA
04.2010 - 04.2015
- Provide Financial Reporting/Analysis for $136m LTC Operations and IT budget using Hyperion Essbase and other analytical tools
- Created financial models and metrics for large in-force policy project (Re-Rate) and other initiatives outlining trends, defining cost drivers, and facilitating solutions
- Implemented Management Reporting/Metrics for Operational and IT Divisions within LTC
- Provide Cost Base Analysis (CBA) for all Gated Projects and reporting measurements to evaluate results
Business Consultant
Self-employeed
Plymouth, MA
01.2009 - 04.2010
- Evaluate small companies to determine business opportunities, potential cost savings, customer and product/service profitability, and assess operational/functional efficiency.
- Create and execute client specific Project Plans – Budgets, technology solutions, sales initiatives, process improvements, financial modeling, and administrative/financial components
AVP - Wealth Management. - Ops Manager
Brown Brothers Harriman & Company
Boston, MA
03.1997 - 09.2008
- Created and managed the budgeting and forecasting mechanisms for the business line and provided detailed financial analysis and departmental results on a monthly, quarterly, and yearly basis
- Worked with Project Management team to scope, identify, evaluate, and implement the Charles River Trading platform and other technologies as well as investment products, financial models, and best practice processes that would drive the Wealth Management business model
- Developed management reporting tools that would identify revenue opportunities, cost savings, customer profitability and improve the efficiencies of the managers and support staff
- Managed all business line risk/compliance initiatives and requirements such as KYC, AML, Suitability, SEC/FINRA regulations, and regulatory inquiries/audits and filings for Boston Wealth Management
- Partnered with all support areas such as operations, systems, legal, compliance, and client-facing groups on reporting requirements and specific projects and initiatives
- Functioned as subject matter expert and/or liaison on all Wealth Management functions, applications, and systems regards to investment operations to effectively develop and manage the group
AVP - Corporate Services - Project Manager
Brown Brothers Harriman & Company
Boston, MA
01.2001 - 05.2002
- Managed the life cycle of departmental initiatives from scoping through successful implementation
- Partnered with systems and operations groups on implementing firm-wide initiatives such as records retention, electronic image delivery and Business Continuity Planning that resulted in cost savings, increased productivity, and/or reduced headcount
- Proposed and formulated specific project plans based on need and business objectives resulting in actual cost savings and/or increased productivity
- Created departmental business plans and budgets along with detailed management reporting to measure progress and detect trends/variances
AVP - Corporate Services - Section Head - NY Office
Brown Brothers Harriman & Company
New York, NY
09.1999 - 01.2001
- Improved the efficiency and effectiveness of large client service staff supporting all NY business lines through effective leadership, training, and mentoring
- Solicited feedback and information from the business lines we supported to improve our service levels and investigate additional services we could be providing
- Lead for administration group – planning and executing on Y2K initiatives
Associate - Corporate Services - Business Analyst
Brown Brothers Harriman & Company
Boston, MA
03.1997 - 09.1999
- Worked with department head and managers to create initial business plan/budgets to address department needs and objectives
- Part of Euro-conversion team – providing support for multiple components and teams
Education
Executive MBA - Finance/Data Analytics
Suffolk University
Boston, MA09.2002
Bachelor of Science - Management/Finance
Bridgewater State College
Bridgewater, MA05.1995
Skills
- Financial Analysis
- Project Management
- Consulting Experience
- Analytical Thinker
- Managing/Motivating People
- BI and Data Analytics
- Operations Management
- Team leadership
Timeline
Director – Operations – Strategy/Execution – Life Insurance
John Hancock Financial Services
05.2018 - Current
Director – Operations – Business Process Team – Wealth Asset Management
John Hancock Financial Services
04.2015 - 05.2018
Senior Financial Analyst - Long Term Care
John Hancock Financial Services
04.2010 - 04.2015
Business Consultant
Self-employeed
01.2009 - 04.2010
AVP - Corporate Services - Project Manager
Brown Brothers Harriman & Company
01.2001 - 05.2002
AVP - Corporate Services - Section Head - NY Office
Brown Brothers Harriman & Company
09.1999 - 01.2001
AVP - Wealth Management. - Ops Manager
Brown Brothers Harriman & Company
03.1997 - 09.2008
Associate - Corporate Services - Business Analyst
Brown Brothers Harriman & Company
03.1997 - 09.1999
Executive MBA - Finance/Data Analytics
Suffolk University
Bachelor of Science - Management/Finance
Bridgewater State College
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