Phillip Jones, PSM, SCA, SSOp

New York, New York, United States Contact Info
1K followers 500+ connections

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About

With over 15 years of progressive experience, Phillip is a seasoned leader adept at…

Activity

Experience & Education

  • Deloitte

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Licenses & Certifications

Publications

Projects

  • O2C 2.0 - (Benchmarking & IP)

    -

    Order-2-Cash End-to-End Improvement / Transformation Project which used a benchmarking regression analysis to assign "Health Scores" to over 7,000 payers/customers in the client's active book of business. It also provided 2 Early GenAI/IP Data Solutions on how to bring together data across multiple Financial Systems and O2C areas including Cash Apps, Billing, Reporting, & Collections.
    Lastly it gave a summary of each tower's special handling and normal processing at a transaction level.

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  • P2P 1.0

    -

    Accounts Payable and payments end-to-end Process Improvement project using 6 Sigma Methodology & DMAIC approach.
    Desired Project Benefits:
    - Improved Vendor Satisfaction
    - FTE Savings
    - Enhanced production capacity to absorb additional scope
    - Reduction of Non-Value add activities

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  • Discounts Capturing Initiative

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    Project that improved discount capturing to 84% (Best-in-class) and transformed Discounts process.

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  • Liberty Source & AOL Master Data Corporate Theft Audit Initiative

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    Master data is at the heart of an effective and efficient modern business. Employee theft is considered the most serious crime affecting businesses, with losses estimated in the hundreds of billions of dollars. While collusion is one of the hardest forms of theft to prevent, the purpose of this initiative is to create an environment that makes stealing as difficult as possible.
    This initiative recommends 4 actions to limit and attempt to mitigate this risk:
    1. Create an Anonymous…

    Master data is at the heart of an effective and efficient modern business. Employee theft is considered the most serious crime affecting businesses, with losses estimated in the hundreds of billions of dollars. While collusion is one of the hardest forms of theft to prevent, the purpose of this initiative is to create an environment that makes stealing as difficult as possible.
    This initiative recommends 4 actions to limit and attempt to mitigate this risk:
    1. Create an Anonymous Reporting System (ARS):
    2. Perform a scheduled quarterly and a yearly random Valid Business Audit (VBS):
    3. Update to language and fields within client Vendor Profile Form (VPF)(Creation form for vendor set-up):
     Require 2 signatures for vendor approval.
     Update of language for clarity and reflection of a more action focused tone.
     Change from any Senior SSC sign-off to requestor’s manager sign-off for new vendors.
     Language to enforce signature of requestor’s manager for new vendors.
    4. Internal LS Anual MD & Contracts policies and procedures education:
    Employees need to be informed about policies and procedures related to fraud, the internal controls in place to prevent fraud, and the organization's code of conduct and ethics policies, and how violations of these policies will be disciplined. Employees should receive annual training on these topics and on the definition of what's considered fraudulent behavior, and sign an acknowledgment each time.
     Once a year a Master Data and Contracts policies and procedures class will be given by internal management to cover the following (Completed by December 31st of every calendar year):
    o Internal MD and Contracts Policies
     The “Liberty Source Master Data and Contracts Internal Policy – LSMD1” document will be presented to employees and signed once a year.
    o Any Client MD and Contracts Policies
    o Service Level Agreements
    o Client SOX Controls
    o Review of “Liberty Source & AOL Master Data Initiative”

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Honors & Awards

  • 2024 Michelle Go Inclusive Leadership Award

    Deloitte Purpose & DEI Office + The Deloitte Foundation

    The Michelle Go Inclusive Leadership Award was established in 2023 through a collaborative effort between the US Purpose and DEI Office, National Diversity, Equity & Inclusion (DEI), Mergers, Acquisitions, and Restructuring Services (MARS), the Women & Allies National Community, and the Deloitte Foundation. This award recognizes exemplary US Deloitte professionals who display a passion for DEI, including supporting the development and advancement of women, creating environments of inclusion and…

    The Michelle Go Inclusive Leadership Award was established in 2023 through a collaborative effort between the US Purpose and DEI Office, National Diversity, Equity & Inclusion (DEI), Mergers, Acquisitions, and Restructuring Services (MARS), the Women & Allies National Community, and the Deloitte Foundation. This award recognizes exemplary US Deloitte professionals who display a passion for DEI, including supporting the development and advancement of women, creating environments of inclusion and belonging where professionals can bring one’s authentic self and leadership to Deloitte, and being an impactful change maker.

  • Platinum Level Outstanding Achievement Award

    Stephen Hosley, Liberty Source PBC

    1st Platinum Level Award recipient at company for excelling at the following:
    Client Service Orientation, Innovation, Project Management, Performance,
    Technology, Functional and Industry Knowledge, SME (Client Specific Training), & Certifications

  • CSG Business Services Quality Award

    Paul Fipps, Charmer Sunbelt Group

    For outstanding Quality of work and service to business units.

Languages

  • Spanish

    -

Organizations

  • NY Green Dot Basketball Club

    Executive Sponsor & Co-Founder

    - Present

    Founded, lead, provided vision, & serve as Inaugural Managerial Sponsor for the NY Green Dot Basketball club. A wellness focused basketball club for practitioners in the greater New York area with over 103 club members. Provides organic networking while Promoting well-being, physical health, & sportsmanship at the firm. Also making an impact with sports on society & athletes within the firm and the communities we play in.

  • C&M Black Employee Network (BEN)

    New York Office Lead

    - Present

    Office and Site lead for the BEN network at Deloitte. Help drive inclusion, support, & comradery amongst the C&M Black Employee Network of professionals. Also, lead in organizing events that support inclusion, learning, & community building.

  • Deloitte NYC DEI Committee

    Leader

    - Present

    Leader of the NYC Junior DEI Committee. An organization within Deloitte who focuses on sponsoring, planning, and leading engagements/ events that promote Diversity, Equity, & Inclusion in the New York area. In 2023 we alone we hosted, executed, or sponsored the following events: - 2023 Life Sciences & Healthcare DEI Summit - Analyst Council (AX) Impact & Inclusion: Brunch & Decompress - Mental Health Awareness Month - A Pride Celebration of our Personal Heroes Pt. 2! - AX/CX Council & JR. DEI…

    Leader of the NYC Junior DEI Committee. An organization within Deloitte who focuses on sponsoring, planning, and leading engagements/ events that promote Diversity, Equity, & Inclusion in the New York area. In 2023 we alone we hosted, executed, or sponsored the following events: - 2023 Life Sciences & Healthcare DEI Summit - Analyst Council (AX) Impact & Inclusion: Brunch & Decompress - Mental Health Awareness Month - A Pride Celebration of our Personal Heroes Pt. 2! - AX/CX Council & JR. DEI Committee: Support NYC Foster Youth Back to School Supply Drive for The New York Foundlings - Inaugural ALPFA + PRIDE Leadership Summit in partnership w/: Deloitte HLx & Allies, LGBTQIA+ & Allies, & ALPFA New York

  • ALPFA

    Member

    - Present

    ALPFA (Association of Latino Professionals for America) is a national nonprofit organization created in 1972. This organization provides professional development workshops and career resources to its members. They provide members scholarships, career fairs, networking events and mentorship opportunities. ALPFA currently has over 92,000 professional and student members across the country. Currently, there are 160 active professional chapters and 45 student chapters.

  • New York Urban League

    Corporate Council Board Member

    - Present

    Board member for the New York Urban League corporate council. Help drive awareness, volunteer-ship, and corporate partnership for the New York branch of the National Urban League.

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