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 Accomplished Consulting Manager at Deloitte with a proven track record of driving significant cost reductions and operational improvements to clients. Expert in strategic planning and operating models. Strong believer on effective communication, coaching and work-life balance as building blocks for a Consulting career. 

I have been consulting for the past 8 years in different roles. I have gained knowledge in the Fintech space, been involved in creating and testing bots, audited one of the major Banks, been involved in cybersecurity both from a testing and training perspective amongst other things.
I have been involved in building Internal Competency Education for the ISO 20022 implementation program. I have also been involved in the adoption phase, as the learning curve for the ISO 20022 can be steep and decisions on how Financial Institutions will implement the development and assisting the drawing up of a technical roadmap.
I have assisted Financial Institutions in the Go Live Phase -which a separate, coordinated training effort was needed across the enterprise when the migration needs to go live. The educational program included areas such as Products, Customer Implementation Teams, and Sales to develop and deliver consistent customer (or partner) education, on-boarding processes, and exchange of data between the bank and corporate clients.
As ISO 20022 spans across several financial service domains. It is essential to engage in active dialogue with and/or involve other business areas to take advantage of the ability to reuse the ISO 20022 model across other lines of business and application owners.
Collaboration with internal and external stakeholders also serves as a platform for future innovations based on ISO 20022. It is advisable to ascertain if the migration must be carried out in numerous steps or performed in one single step.
I have over 20 years’ experience in the banking industry.
I am a go getter who has strong managerial and interpersonal skills. I work well in a team structure and am flexible and adaptable to change. I manage multiple priorities simultaneously. One of my key strengths is that I make decisions and solve problem by finding solutions.
Provided guidance utilizing quantitative analysis tools to investigate problems thoroughly before developing comprehensive solutions, tailored specifically to each individual business need. Excels at presenting complex information in easy-to-digest format, allowing clients to make informed decisions quickly.

Progressive Senior Consulting Manager with a superior understanding of client engagements and supply chain consulting. Skilled in critical thinking and solutions-oriented planning, applying advanced understanding of Finance, Compliance, Internal Audit and Client management. Determined to increase company profits and streamline processes. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Progressive Senior Consulting Manager with a superior understanding of client engagements and consulting. Skilled in critical thinking and solutions-oriented planning, applying advanced understanding of HCM Support and Implementation . Determined to increase company profits and streamline processes.

A dynamic, passionate retail leadership professional who is results driven, possesses a strong work ethic and is motivated to achieve. A trusted, sincere leader, who understands people drive the business, internally and externally. A mentor who enjoys sharing enthusiasm and takes pride in developing teams and inspiring individuals by promoting and fostering core values; integrity, honesty, respect, recognition, optimism and open communication. A leader who is focused and dedicated to improving the customer experience and is energized by sharing this excitement and passion for customers with the team; encourages customer CARE- Customer Focus, Assurance, Reliability, and Empathy. Exhibits strong interpersonal, and communication skills, is organized and motivated. Imaginative, curious and committed to lifelong learning. Possesses extensive customer service and sales experience; team development, performance management, training and recruitment and record of sales performance.

Perry David Caplan

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Consulting Manager

Sales Executive

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Bachelor of Science - Mathematics

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Consulting Manager

Sales Executive

Bachelor of Science - Mathematics

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