“It brings me great pride to write this recommendation for Phillip. Phillip worked for me at The Charmer Sunbelt Group, now Breakthru Beverage for a few years. He was very instrumental in transforming one of our more painstaking processes….. EFT banking & reconciliation process….and transformed it to something that was more streamlined, that provided timely information, and gave senior management more readily available and current information. Phillip provided an outstanding level of customer service to ALL of our business units/ clients and was one of the hardest working gentlemen I have ever met. The level of quality and critical thinking Phillip provided was instrumental in helping me to focus on other critical areas within the department. It was a pleasure managing Phillip for the few years we worked together and I am confident that any large organization or team would be lucky to have Phillip as a leader.”
About
Activity
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1 Year Later... It has been a year since my last day at Verizon and what a year it has been! This past year, I prioritized my…
1 Year Later... It has been a year since my last day at Verizon and what a year it has been! This past year, I prioritized my…
Liked by Phillip Jones, PSM, SCA, SSOp
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3 weeks since University of West Los Angeles conferred a #jurisdoctor on me and I’m approaching the #CABarExam with an attitude of gratitude. I’ve…
3 weeks since University of West Los Angeles conferred a #jurisdoctor on me and I’m approaching the #CABarExam with an attitude of gratitude. I’ve…
Liked by Phillip Jones, PSM, SCA, SSOp
Experience & Education
Licenses & Certifications
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Agile Software Development
Project Management Institute
IssuedCredential ID AsL907wDc67gYZZw34ZVGDBSBlrg -
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Publications
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Business, Funding & Whiskey with Carlos Estrada Vega
Estrada Vega Capital
Very insightful interview on business, start-ups, leadership, consulting, and giving back to the community.
Projects
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O2C 2.0 - (Benchmarking & IP)
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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.Other creators -
P2P 1.0
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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”
Other creators
Honors & Awards
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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.
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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
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Spanish
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Organizations
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NY Green Dot Basketball Club
Executive Sponsor & Co-Founder
- PresentFounded, 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.
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C&M Black Employee Network (BEN)
New York Office Lead
- PresentOffice 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.
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Deloitte NYC DEI Committee
Leader
- PresentLeader 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
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ALPFA
Member
- PresentALPFA (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.
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New York Urban League
Corporate Council Board Member
- PresentBoard 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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