ROBERT DORSAM, MBA 27 Towpath Way New Hope, PA 18938 267-261-1286

http://mycareerhighlights.com/robertdorsam bdorsam@comcast.net

Seeking a position in BUSINESS OPERATIONS MANAGEMENT

(Financial Services…Insurance…Consulting)
Expertise in the areas of:

Strategic Planning Cost Containment/Reduction Program/Project Mgmt

Operations Management Risk Assessment/Mgmt Creative Problem Solving
Team Builder/Mentor Bottom-Line Drivers Performance Improvement
Service Delivery Excellence Process Design/Improvement Compliance Mgmt (SOX)
Culture Change Internal & External Consulting Innovation

“Resourceful, astute business leader with proven track record of translating strategic initiatives into
practical/tactical solutions to achieve desired results.”

PROFESSIONAL EXPERIENCE

Consultant/National Practice Management Director, AC LORDI CONSULTING, 2004-present

Provide a range of consulting services relating to compliance management, reporting frameworks, operational
controls, business/enterprise risk management, accounting support, and IT and internal audit sourcing.

Brought in originally to develop a process and to document the SOX methodology used by the firm. My role grew
to develop ‘dashboards’ and key performance indicators establishing a formal reporting and accountability
structure for the firm (i.e. culture change). Provide firm-wide oversight for resource scheduling and utilization.

⇒ Significantly increased revenues acquiring additional service contracts based on providing exemplary
client services.
⇒ Played key role in developing SOX 404 compliance methodology and tools for client use.
⇒ For UNISYS CORP, consulted as Acting Director of the Global SOX PMO.
⇒ For TOWERS PERRIN, increased scope of project and revenue by 115% (or $1.5 million) as Customer
Relationship Manager (CRM).
⇒ For ANIMAS CORP, led the SOX compliance implementation.
⇒ For EXIDE GLOBAL TECHNOLOGIES (covering 89 countries), directed significant engagement for
SOX entity level control definition, documentation and testing.
⇒ For DYNCORP INTERNATIONAL, performed extensive business risk assessment, interviewing 40 of the
top executives. Results were consolidated for presentation to Audit Committee.

Principal Consultant/Founder, MASROD ENTERPRISES, 2003-2004

Promoted and provided a range of business advising services relating to operational analysis, performance
improvement, coaching, process improvement, facilitation, methodology development and documentation.

⇒ For AOL, recommended/implemented cost reductions exceeding $1.5 million annually.

⇒ For AT&T, coached and mentored 22 executives and managers relating to career transition.
⇒ Facilitated the development process and documented the SOX methodology approach and tools used by
Lordi Consulting to aid companies to become compliant with the Sarbanes-Oxley Act of 2002.

Operations Management (VP, Director, Manager), PRUDENTIAL FINANCIAL, 1980-2002

Rose, through multiple promotions, to take on ever increasing levels of responsibilities for this financial services
leader, especially in the areas of RISK MANAGEMENT, PROCESS MANAGEMENT, STRATEGIC
PLANNING, and SYSTEMS. (overview of roles/dates/etc. on Page 2)
ROBERT DORSAM, MBA Page 2

PRUDENTIAL FINANCIAL ……Overview of Roles, Responsibilities, and Highlights:

As Vice President, PMO- Corporate Risk Management (1999-2002), charged with ensuring the authorization,
distribution and reconciliation of the $17 billion dollar distribution of value for Prudential’s IPO. Provided
leadership ensuring actuarial resources were provided to Operations, Systems, User Acceptance Testing, internal
auditors and financial areas. Defined team structure, approach and led team in creating and monitoring controls
ensuring the $17 billion dollar IPO compensation was accurately distributed and booked to the GL.

⇒ Concurrently led 5 business Data Validation Teams while providing program management (PMO) for
6 additional Actuarial Teams for the IPO. Interfaced extensively with senior executives, internal
finance partners, internal and state auditors while managing several vendor relationships.
⇒ Approved all enterprise IPO reports recommending their use for the distribution. Defined process and
coordinated all enterprise sign offs to authorize the IPO.
⇒ Negotiated schedules, issues and Go/No-Go decisions as the single point of contact for the Actuarial
Department related to the IPO.
As Director, Process Management (1993-1998) and earlier, Manager, Strategic Planning Unit (1992), directed
enterprise-wide assignments in the Process Owner Office, Post Issue Rules, and the Life Reengineering Team
utilizing subject matter experts charged with creating a new totally integrated post issue customer service strategy.
Led cross-functional Customer Service Office Tools Team in directing enhancement prioritization, systems
implementation and rules changes that improved efficiency and service on a company-wide basis.

⇒ Reduced costs and improved efficiencies by reorganizing service delivery strategy by implementing new
processes, reducing requirements and consolidating all customer support into three centralized call
centers.
⇒ Positively impacted millions of transactions and customer requests; example: One initiative saved $5.4
million, eliminated 16.7 million letters, and reduced 33,000 telephone calls annually.
⇒ Led team in developing improved operation functions in company’s largest operations center resulting in
eliminating 25 tons of output, 6 million actions annually and 77 full time staff equivalents.
As Manager, Operations and Systems (1980-1991), guided multiple operations and systems organizations
improving efficiencies, development of human capital and improved customer service. Improved the support of
over 10,000 representatives by establishing cross-functional teams that improved operations; developed metrics
that greatly improved service, quality and reduced expenses. Managed multiple customer service organizations
during the build-out and consolidation of Prudential’s largest regional home office.

⇒ Led the application development teams that defined business requirements, programmed, tested and
implemented a control system for 10 million policies.
⇒ Directed the operations and systems support to over 1500 people with a staff of 80 systems professionals
performing daily execution of 32 systems.
⇒ Provided mission-critical consultative direction for the on-site start-up of Prudential’s International
Department in Spain and Italy.

EDUCATION / OTHER

M.B.A., Management, and B.S., Business Administration

CONCORDIA UNIVERSITY

US Patent Holder: business accessory product