Strategic Partnerships, Solution Sales

1. J O S E P H F . C A S C I N O , C P A
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P A G E 1 O F 3
 Q U A L I F I C A T I O N S P R O F I L E 
Globally competent, highly polished, and seasoned leader with more than 20 years of technology consulting and
business managementexperience;combined with accomplishment-ladencareer ofproviding management and direction
tomorethan 300finance,operations,and technologyconsultingengagements. Recognized for integrity,solid workethic,
and organizational skills in effectivelymanagingprioritiesand multipletaskswithincompetitiveand fast-paced settings.
 Strongfinancial andbusinessacumen, as well as sound understanding of current operational best practices,
system software and technology
 Comprehensive background in insurance, banking, brokerage, communications, consumer products,
pharmaceutical, and healthcare industries
 Articulate communicator with naturally personable attitude, capable of collaborating and establishing
productive work relationships with a diverse range of professionals and C-level executives
 C O R E C O M P E T E N C I E S 
BUSI NESS DEVELOPMENT |PROJ ECT MANAG EMENT/ TRANSFORMATI ON PROJ ECTS | OPERATI ONS OPTI MI ZATI ON
FI NANCI AL DUE DI LI G ENCE | SYSTEM SELECTI ON AND IMPLEMENTATI ON | COST CONTROL MANAG EMENT
STRATEG I C PARTNERSHI PS & ALLI ANCES | OUTSOURCI NG MANAG EMENT| REG ULATORY COMPLI ANCE
 C A R E E R H I G H L I G H T S 
 Leveraged strong interpersonal skills, thus functioned as a trusted advisor and continuously negotiated
professional services agreements with various firms for 20 years, including AIG, Starr, Willis Re, Morgan
Stanley, Citibank, AXA, Alliance Bernstein, AT&T and Horizon Blue Cross Blue Shield
 Developed several consultingpractices andpioneered practicedevelopment,marketing, business development
and consulting engagements efforts; thus individually generating annual sales of $5M to $20M in consulting
business
 Served as a catalystin thedevelopmentofworld classfinanceand accountingorganizational vision,including in
the validation of the feasibility of proposed alternative directions
 Led morethan40 system implementationand systemintegrationprojects,includinga multiyearimplementation
of financial systems for AT&T Global Business Systems
 Engaged as a full timememberof theSteeringCommitteein overseeingthetransformationofthe“World Class”
financial function at Pfizer
 Evaluated and maximized internalresourceallocation across 86 overseas locations and Regional Finance and
Accounting Centers of Excellence
 Accomplished morethan 50 process improvementand restructuring efforts, including the development of the
entirebusiness process, practices, and procedures for corporate accounting ,billing, budgeting, forecasting,
shared services , financial and project reporting functions for Telecordia
 Functioned as lead managementconsultingmember ofNational Sales/BusinessDevelopment Practice at KPMG
 Spearheaded an international team in the development of the KPMG “SIIPS” methodology for rapid
implementation of packaged application software
 Co-authored and implemented theKPMG “VendorRelationship”program with various companies, including
SAP, Oracle, and Microsoft
 Mademajor contributions tothe creation of the KPMG Program Management Methodology, as well as to the
development and execution of project management offices (PMOs) at AIG, AXA, Alliance Bernstein, AT&T,
Pfizer, Horizon Blue Cross and CIT Finance

2. J O S E P H F . C A S C I N O , C P A
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P A G E 2 O F 3
 Authored the CohnReznick Program Management Methodology “PMO in a Box”
 F U N C T I O N A L S K I L L S W I T H E X P E R I E N C E 
LEADERSHIP, CONSULTING PRACTICE DEVELOPMENT, MARKETING STRATEGY, BUSINESS DEVELOPMENT
 Exhibited superior talents in developing and implementing innovative business strategies for growth of
multimillion-dollar diversified finance, risk, operations, and technology consulting practices
 Demonstrated disciplineand adeptness in organizingand managing annual consulting budgets, profit and loss
statements, and service level agreements
 Provided leadership and direction to the firm’s Financial Services and Insurance committees
 Directed strategichiringand selection process tostrengthenservicedeliverycapacityacrossfiveUS regional offices
 Spearheaded therestructuringofcapital expenditureandassetmanagement methodologies that consequently
improved management of tax credits utilization and reduced capital expenditures approval time
STRATEGIC FINANCIAL PLANNING AND DEVELOPMENT
 Functioned astechnicaladvisortothe SteeringCommittee, managing and directing implementation of financial
systemsfordomesticoperation;aswell astherestructuringofthecorporateconsolidationprocess,financialclose,and
regulatory reporting
 Formulated big-data-oriented business intelligence approach, changing finance and accounting from a
transaction processor to a value-add partner
 Established key performanceindicators (KPIs),presented on a metricdashboard,for domestic andinternational
offices to assess finance and accounting process quality
 Facilitated organizational rationalization and expenditure reduction efforts for a boutique investment bank
OPERATIONS OPTIMIZATION
 Drastically minimized non-compensation expenditures by 20% and established an incentive compensation
policy based on unit margins
 Evaluated the effectiveness and operational efficiency of corporate accounting, finance, internal audit, and
inventorymanagementoperations and incorporated bestpractices for variousglobal consumerproductcompanies
 Conducted “rootcause”analysis ofinternationalfinancial closeprocess for global property and casualty insurer
 Led global financetransformationefforts,reducingoperatingexpense5% byreengineeringShared Servicesprocesses
 Transformed billingoperationsand raised servicequalitythrough repeatableprocesses, high standardsand firm
accountability
PROGRAM AND PROJECT MANAGEMENT
 Demonstrated paramount efforts in aiding various companies to successfully complete multiyear system
development projects within time and budget constraints through development and implementation of
innovative planning, tracking, and reporting approaches
 Exemplified strong background in PMO Methodologies to assist international financial services firm in the
development and revision of policies related to funding requests, project performance analysis, reportin g,
benefits,realization,and projectmanagement,thussurpassingparentcompanytargets in all aspects for 2008and
saving $25M annually upon stabilization
 Performed a pivotal rolein themergingoftwoorganizations and aligning the financial and human resources
businessprocesses for both firms,thusmeetingestablished dates ofintegration and initiatingadequateand cost-
efficient methodologies
 Initiated a comprehensive,enterprise program management office (PMO), for a global financial services firm
SYSTEMS EVALUATION, SELECTION AND IMPLEMENTATION

3. J O S E P H F . C A S C I N O , C P A
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P A G E 3 O F 3
 Administered a diversity of business system selection and implementation functions for various clients,
includingmanagementofrequest for proposal,evaluation andselection ofsoftware,design and modification of
system, and evaluation of system performance
 Demonstrated expertisein developingandexecuting worldwidefinancialreporting and consolidation systems
and methodologies for Unilever
 Executed “In-Flight”projectreviewstoassesssoftwaredevelopmentproject strategy,plans,practicesand progress
 Successfullydrovecomplex technology-integrationprogramtocompletion within 18 months of acquisition, on
schedule and within budget
 W O R K C H R O N O L O G Y 
VANBRIDGE/ALAN GRAY, LLC  NEW YORK, NY
EXECUTIVE VICE PRESIDENT- ENTERPRISE CONSULTING SERVICES , 2014-PRESENT
COHNREZNICK, LLP  ROSELAND, NJ
Partner/Managing Director - Management Consulting Services, 2012-2013
Partner-In-Charge - Management Consulting Services, 1993–2012
KPMG PEAT MARW ICK  NEW YORK, NY
Partner - Management Consulting Services-1982-1992
Senior Manager- Audit, 1976-1981
 E D U C A T I O N A N D C R E D E N T I A L S 
Bachelor of Science in Accounting
St. Peter’s University  Jersey City, NJ
Graduated with Honors
Certified Public Accountant: State of New Jersey
 P R O F E S S I O N A L D E V E L O P M E N T 
Negotiations Skills Workshop, Harvard Law School
Contract Negotiations, IBM
Accounting and Financial Management Continuing Professional Education, American Institute of Certified Public Accounts
Seasoned Public Speaker, Presenter, Trainer
 P R O F E S S I O N A L A F F I L I A T I O N S 
Member, American Institute of Certified Public Accountants
Director of Industries Committee, New Jersey Society of Certified Public Accountants
Member, Society of Insurance Financial Management (SIFM)
Member, Institute of Management Accounts
Financial Services Leader, Financial Executives Network Group (FENG)
Member, Saint Peter’s University Alumni Association