Phil is the Founder and Managing Director of Chazey Partners. He has more than 25 years of experience in Finance, Shared Services, Technology, and Outsourcing. Prior to Chazey Partners, he was Group VP and CFO of Cendant TDS International, which encompassed all areas of Finance across four continents, including Decision Support, Financial Planning & Analysis, Controllership, and Financial plus certain HR Shared Services. Prior to Cendant, Phil was VP Finance and Corporate Controller at 3Com Corporation. He led far-reaching organizational, technology, service delivery, and business process improvement initiatives resulting in the global roll-out of ERP solutions and Shared Services encompassing Finance, HR, Supply Chain, Logistics and Customer Support. Phil is a Chartered Accountant and has a BA Honors Degree in Economics from the University of Exeter. He is a member of Financial Executives International (FEI).
Esteban is an executive with 20 years of Finance, Shared Services and Operations management experience in different multinational companies.
Prior to joining Chazey, he held several top management positions in Latin America. He was the Latin America Shared Service Director for Latin America at EMC Corporation where he was responsible for establishing and optimizing a multi-task shared service center across the whole region. Prior to EMC, he was the Latin Shared Service Director for 3Com where he led the rollout of SAP in 8 Latin American countries while also responsible for the transformation into a Shared Services model.
Esteban is a CPA graduated in Universidad de Buenos Aires and have an executive MBA degree with honors from IAE, Universidad Austral. He also attended management and leadership courses at Wharton School and Babson College. Esteban is fluent in English, Spanish and Portuguese.
Russell is responsible for the development of customer relationships, brand management as well as the back-office operations for Chazey Partners. He has a proven history of delivering complex projects including the reorganization of multiple business functions, organizational rebranding, and multiple product launches. He has 10 years of experience in finance, marketing, and operations and is well suited to supporting leadership teams to create employee-centric and customer-focused projects. Russell is a member of the Institute of Management Accountants and has a bachelor and master degree from Western Illinois University.
Chuy has 20+ years of experience in Shared Services, IT Delivery and Nearshore service center operations. Most recently, Chuy was the Director of Global Business Services at Herbalife at which he led the launch of the RPA Program using UiPath software, including the set-up of the global Center of Expertise. He has extensive experience in implementing Continuous Improvement programs (Lean, Six Sigma) including training, project management & value tracking, Deployed business analytics and workflows in Shared Services to increase visibility and transparency. He has set up centers starting from scratch and has built Shared Services expertise across enterprise processes for both SAP & Oracle, including Order to Cash, Procure to Pay, Record to Report, Hire to Retire and Technology Outsourcing. Chuy has implemented innovative GBS offerings, including an RPA Center of Excellence & Marketing Shared Services. Chuy has led a strategic process for a global company to optimize delivery locations around the world and led the transition of large missions, including approximately 200 headcounts from US, Brazil and Canada to Mexico. Chuy led the first transition of IBM Mexico O2C processes to a shared services model.
Emer has over 30 years’ experience at a strategic and operational level in driving strategic change, business improvement, transformation and enhancement of administrative organisations with multinationals and SME’s in a range of industries, always focused on adding value. His roles have included European CFO, Finance Director and European Controller as well as International Project Manager for an SAP ERP implementation. He has worked on both sides of the Atlantic and is familiar with North American requirements and regulations as well as European, and has worked for companies with operations in all significant European locations plus Middle-East, India and Africa. Emer is a Chartered Accountant (Ireland) and a member of the Chartered Institute of Marketing (UK), giving him an enhanced ability to blend different business perspectives.
Jim is a seasoned technologist with 30+ years of experience in business transformation, program and change management. He has implemented numerous enterprise-wide technology and process solutions leveraging automation, ITIL Frameworks, and Agile and Scrum principles. Jim is skilled in various technology solutions including Robotic Process Automation and has extensive experience managing the software development lifecycle, production control and scheduling, and process design. Prior to working with Chazey Partners, Jim held a Technical Director position with Charles Schwab with product owner responsibilities for all aspects of the Global Change Management processes and tooling for the company’s technology services division. Jim holds an MBA in Technology Management from the University of Phoenix.
Pinar has 22+ years of experience in Finance, Cash Management and Human Resource. Prior to working with Chazey Partners, She held various senior positions in the Financial Service sector in Turkey, including leading Financial Institutions such as Sümerbank, Oyak Bank and ING Bank Turkey. Since 2013, Pinar joined Standards and Partners company, a leading tax and management advisory firm in Turkey, as Director of Finance and project leader in HR. After the establishment of the joint adventure between Chazey Partners and Standards and Partners in 2018, Pinar was appointed as General Manager of the company, leading the team to deliver Robotic Process Automation solutions to companies in Turkey. Pinar holds an MBA from Endicott College in USA.