1. JO-ANN GOMEZ, CPA
25 GEORGIAN BAY DRIVE ~ MORGANVILLE, NJ 07751 ~ H: (732) 972-0448 ~ C: (732) 266-1589
QUALIFICATIONS PROFILE
Seasoned Human Resources and Finance Professional with a comprehensive background in diverse areas of Executive
Compensation administration and reporting, as well as financial stewardship, and financial reporting, forecasting, and
analysis. Skilled in implementing process improvements, identifying financial performance drivers, and developing
executive presentation materials. Instrumental in achieving financial as well as business objectives while working
collaboratively with teams. Possess exceptional leadership talents relating to performance management and development.
AREAS OF EXPERTISE
LTI Plan Administration • Compensation Communications and Modeling • Executive Presentations
Financial Forecasting & Financial Analysis • Process Improvement & Technology Enhancements
Business Analytics & Performance Metrics • Financial Modeling • Project Management
CAREER HIGHLIGHTS
• Led Long Term Incentive plan third party vendor selection process and successfully implemented equity plan
administration account capabilities
• Developed well-received communication materials for launch of Equity Plan Administration tools
• Championed efforts to re-engineer the monthly accrual process, which reduced processing volumes by 80%
• Developed long range planning models for Tech Development teams
• Formulated an innovative International Service Fee model leveraging activity based costing principles.
• Redesigned global reporting and planning processes to enhance financial integrity and efficiency.
• Provided thought leadership and financial analysis on all e-HR initiatives.
• Received multiple Tier I and Tier II Awards for performance excellence while working on various projects as well
as ESAT (employee satisfaction) initiatives.
PROFESSIONAL EXPERIENCE
American International Group, New York, NY (June 2011 – Present)
Senior Manager, Executive Compensation
• Manage Long Term Incentive (LTI) program, including plan administration and reporting
• Develop Compensation Committee meeting materials and provide supporting analysis
• Develop annual LTI plan communications, include annual plan brochure, modeling tools and webcast materials
• Partner effectively with equity plan administration vendor and ensure service quality levels are met
• Partner with Legal department to assess country regulatory requirements
• Meet all SOX and Audit requirements and provide quarterly accrual reporting of long term incentive plan
• Lead LTI plan system enhancements, support and security
• Continually seek ways to improve processes and system gaps with better controls and oversight
AMERICAN EXPRESS COMPANY, New York, NY (1989 – 2011)

2. JO-ANN GOMEZ, CPA
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Director, Technology Finance (2004 – Present)
• Led finance team responsible for delivering Decision Support, Business Planning, and Financial Analysis to
Enterprise Utility Development Technologies and Global Services Group Finance partners.
• Supervised and guided Tech Finance Process Re-engineering teams and drove innovative redesign of $500M
accrual process.
• Executed budgeting, forecasting, modeling, and financial reporting
• Directed monthly reporting for expense base and cost recoveries in excess of $600M.
• Achieved actual results within 1% of projections using sound financial acumen.
• Devised scenario-based flexible spending analysis and long-range planning model
• Collaborated with technology teams to manage cost, expense, and recovery transparency
• Led efforts to identify actionable risks and opportunities while mitigating impacts
Director, Compensation Technology (2003 – 2004)
• Maintained full responsibility for e-HR initiatives in Compensation
• Spearheaded the re-engineering of HR processes and realized substantial cost savings
• Established long-term strategy for Compensation technology initiatives
• Partnered with e-HR vendor and Program Office to ensure alignment across constituents
Director, Human Resources Budgeting and Administration (1997 – 2003)
• Led efforts to coordinate Worldwide HR planning, forecasting, and reporting processes
• Developed the HR transfer pricing program for allocating HR costs to business units
• Introduced process improvements associated with current reporting and planning processes
• Analyzed functional costs and key metrics for external benchmarking
• Provided thought leadership and financial analysis on all e-HR initiatives
• Facilitated Investment Prioritization sessions with HR Senior Leadership Team.
• Additional tenure within American Express Company includes Senior Manager of TRS HQ Business Planning &
Financial Analysis; Senior Manager of TSG Business Planning & Financial Analysis; Senior Manager of
Corporate Financial Reporting; and Supervisor of Corporate Financial Reporting.
Early Career:
Senior Accountant – ERNST & YOUNG, New York, NY
EDUCATION & CREDENTIALS
BBA/MBA, Public Accounting
PACE UNIVERSITY, New York, NY
Dean's List; Pace University Scholarship; Regents State Scholarship; Forster Educational Foundation Scholarship
Credentials: CPA License