Phil is a principal with Baker Tilly’s digital solutions practice. With more than 10 years of experience providing valuable insights and service to clients in the financial services industry. As a leader within the digital solutions practice, Phil and his team help financial services clients assess their digital/growth strategy for alignment with corporate vision and capabilities, improve their operating models through process/technology design and implementation projects, enable successful migration to the cloud (e.g., AWS, MS Azure) for improved performance and cost savings, and modernize data management solutions and utilization approaches for companies throughout the financial services sector.
- Works with various organizations to assess digital strategy, process and technology design and implementation projects, and modernizing data management and utilization approaches
- Acts as strategic and project management lead on a variety of projects for financial services clients
- Assisted various organizations with agile transformation, including process mapping and a heightened focus on improving the customer experience (CX), through an empathy led/human-centered design process
- Works with small and large entities (from pre-revenue startups to over $500 billion in assets) spanning various financial services sectors, as well as private/stock, mutuals and publicly traded companies
- Prior to joining Baker Tilly, Phil held positions with a leading management consulting firm focusing on enabling the delivery digital initiatives, aligning strategic vision with implementation, enterprise risk management, operational efficiency and improvement, digital transformation and human-centered design solutions (e.g., Design Thinking)
- Institute of Internal Auditors (IIA)
- Society of Financial Examiners (SOFE)
- Insurance Accounting and Systems Association (IASA)
- Information Systems Audit and Control Association (ISACA)
