How I can help you

Nearly 40 years working as an internal consultant specializing in problem resolution, process improvement, cost reduction, organizational restructuring in financial services. Supported all levels of management, first line through CEO to improve business services and operations. Working in collaboration with functional management, identified, planned and implemented improved business processes, controls and technologies across a wide array of businesses and administrative functions of a major global financial institution: • Long-term record of success, heading internal consulting groups that focus on business process improvement, M A operations integration, organizational structure, geographic footprint and new / enhanced technologies • Trusted advisor to senior executives and line managers of all levels across a broad cross-section of lines-of-business, providing practicable solutions to business problems and strategies for bringing opportunities to fruition • Proven record of successfully working across and between lines-of-business to propose, gain acceptance and implement new strategic directions, tactical solutions, operating models and technologies • Works effectively and fluently with both business and technology dimensions of the enterprise • Experience spans essentially all product lines, business operations and adminisatrative functions of a large multi-national financial institution • Proposed and executed projects that led to numerous corporate initiatives including the creation of shared services / utilities bringing like functions across multiple businesses globally under central management • Led several “SWAT Team” interventions at request of senior executives to stabilize and turnaround troubled operations – Always invited back by line managers for advice or follow-on analyses

Areas of Expertise

  • Management & Operations
  • Strategy Development

Industry Experience

  • Accounting & Tax Services
  • Professional Services

Steven Thum

Communication Methods

  • Email
  • In Person
  • Phone
  • Video