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Keith Zolkowski A seasoned financial expert with a proven track record of driving business growth and improvement, Keith Zolkowski has spent over a decade honing his skills in financial reporting, forecasting, and data analysis. As a seasoned Product Consultant and Automation expert at Bread Financial, he has successfully led cross-functional teams to deliver high-impact projects, leveraging his expertise in Business Intelligence and Financial Analysis to inform strategic decision-making. With a strong educational foundation in Finance and Business Administration, Keith brings a unique blend of analytical acumen and business acumen to his work, making him a valuable asset to any organization.

Experience

    • Product Consultant, Automation
      • Mar 2022 - Present

      Alliance Data rebranded in March 2022 to become Bread Financial

  • Alliance Data Card Services
    • Columbus, Ohio Metropolitan Area
    • Product Owner
      • Aug 2021 - Mar 2022
      • Columbus, Ohio Metropolitan Area

  • JPMorgan Chase & Co.
    • Columbus, Ohio
    • VP Mobile Platform Product Manager
      • Oct 2019 - Aug 2021
      • Columbus, Ohio

    • Vice President
      • May 2017 - Oct 2019

    • United States
    • Insurance
    • 700 & Above Employee
    • Senior Consultant
      • Jul 2013 - May 2017

      Sr. Consultant, Digital Experience, July 2013 – May 2017• Works collaboratively with IT, User Experience, and company stakeholders to deliver a mobile application with a new design and updated features• Partners with Plan team to develop overall strategy, new features and future direction of the Nationwide Flagship mobile App• Used metrics, customer feedback and user experience testing to create Mobile Roadmaps• Manage daily and weekly communications in Agile environment• Monitors and reports Key Performance Indicators using Google Analytics• Maintains a strong relationship between Business, Information Technology and User Experience• Develops business requirements and story cards• Conducts User Acceptance Testing, Pilots and participates in testing for overall quality• Successfully implemented a new approval and auditing process for access to Marketing systems. This was a level 1 audit finding which was reviewed with the Board of Directors and the change was approved by Internal Audit

    • Senior Consultant
      • Oct 2008 - Jul 2013

      Sr Consultant - Multi Channel Finance Created, managed and maintained a multi-year financial model and scorecards implementation to track savings initiatives• Coordinated efforts with Business Units (Claims, Customer Service, Sales, and Corporate areas) to maintain focus of multi-year expense savings efforts and progress towards the expense ratio goals of the organization• Led the Enterprise Multi-Year Continuous Improvement meetings, which resulted in coordinating efforts towards the single goal of expense ratio reduction• Implemented a consistent Strategic Workforce Planning process across the Property and Casualty organization which combined historical Human Resource data with financial data to create a consistent forecasting processSenior Consultant, Customer Insights & Analytics, • Created and developed the financial reporting process and performance metrics for Nationwide’s Customer Information Management (CIM) project• Coordinated project and departmental budgeting and forecasting for $154M project• A member of the CIM Leadership team which made decisions surrounding information technology and business investments, project prioritization, and benefits realization• Individually developed business cases, capitalization and amortization schedules and allocation methodology• Conduit between Marketing Leadership team and the Business Transformation Office, building the relationship of trust and transparency• Overall analysis of financial outcomes and marketing ROI

  • Nationwide Financial
    • Columbus, Ohio
    • Specialist
      • Sep 2006 - Oct 2008
      • Columbus, Ohio

      Nationwide Financial, Columbus, OhioFinancial Business Specialist, NF PM&A September 2006- October 2008• Responsible for analysis and presentation of quarterly financial results for investors and senior management• Provided forecasting and analysis for Nationwide’s product lines of business regarding actual results compared to historical results, core drivers and non-recurring items• Created the Nationwide Financial Scorecard which outlines leading indicator metrics, financial data, and expense ratios• Performed peer group analysis and benchmarking studies

    • Equity Trader / Investment analyst
      • 2001 - 2006

    • Equity Trader
      • Apr 1998 - Sep 2001

    • Non-Commissioned Officer, Corporal
      • Jun 1994 - Apr 1998

Education

  • 2006 - 2007
    Capital University - School of Management
    Master of Business Administration (MBA), Finance, General
  • Capital University
    Masters, Business Administration
  • Franklin University
    Bachelor of Science, Financial Management

Suggested Services

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Industry Focus. “Financial Services”

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