Business Pratices Consultant, MBA, CIA
Portland, Oregon Area
- Current
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- Business Practices Consultant at Return Consulting
- Publisher at InsideSarbanesOxley.com
- Past
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- Business Controls Manager at PacifiCorp
- Sr. Financial Analyst at Electric Lightwave (Citizens Communications)
- Sr. Systems Analyst at Southwest Washington Medical Center
- Finance and Data Analyst at Southwest Washington Medical Center
- Business Manager, Claims Adjuster at Idavada Claims
- Insurance Adjuster at Farm Bureau Claims
- Finance Intern at Morrison Knudsen Corporation
- Education
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- Washington State University
- Boise State University
- Twin Falls High School
- Recommended
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15 people have recommended Toby - Connections
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201
connections
- Industry
- Management Consulting
- Websites
Toby Lucich’s Summary
I work with clients to turn issues and intent into real business practices. By addressing real business risks and systemic issues that are hampering organizational growth, clients can turn their focus toward the important topics of service to their customers, and the legacy of performance they want to leave behind.
Toby Lucich’s Experience
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Business Practices Consultant
Return Consulting
(Management Consulting industry)
August 2006 — Present (3 years 7 months)
- Helping a client develop a business process management function in support of an SAP ERP implementation
- Aiding client leader in the implementation of foundational business practices (clear authorization, strong work agreement, explicit accountability, visible tone at the top)
- Bringing strong cross-functional talent to bear on client issues, wrapping the classic "people, process, technology" triad with communications and professional development support
- Collaborating with visual and verbal communication professionals to create striking messages that address the education needs of employees in a chaning environment
- Leading a team within a hi-tech manufacturer, focused on executing radical change in a small finance organization where the company has experienced unparalleled growth and faces public reporting scrutiny. Includes management and facilitation of process & risk assessment, improvement identification, project communications, and change management consulting.
- Sr. contributor on a small-cap SOX filer. Full cycle implementation (assessments - testing and exception analysis). Responsibilities included ELC, GCC assessment, and revenue cycles. Implemented under COSO for Small Business guidance.
- Analyzed the lead maturation process and sales conversion cycle in software co. Recommendations addressed performance monitoring, marketing vehicles analysis in lead conversion
- Administered and analyzed a corporate “wellness assessment”, translating findings into tactical actions to build on opportunities in market position, financial and operational health, and workforce capability. -
Publisher
InsideSarbanesOxley.com
(Privately Held; 1-10 employees; Research industry)
August 2004 — Present (5 years 7 months)
www.InsideSarbanesOxley.com is a vertical-interest site focused on news, jobs, events, and emerging trends impacting publicly traded companies and the controls professionals monitoring them.
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Business Controls Manager
PacifiCorp
(Public Company; 10,001 or more employees; BRK-A; Utilities industry)
July 2003 — July 2006 (3 years 1 month)
Efforts focus on preparing the trading organization within this utility for compliance with Sarbanes Oxley legistlation. This is being realized through the collaborative efforts of business process owners, external process consultants, and audit and accounting professionals.
Applied expertise includes Project Management, Process Design Analysis, Mediation and Consensus Building, and Employee Development. -
Sr. Financial Analyst
Electric Lightwave (Citizens Communications)
(Public Company; 1001-5000 employees; CZN; Telecommunications industry)
March 2000 — December 2002 (2 years 10 months)
Operated as a Business-Unit Finance Manager across three regional sales offices.
- Strategic Planning, Budgeting & Forecasting
- Sales Performance Analysis
- Financial Performance Analysis
- Financial Modeling and Scenario Development
- Management Reporting and Communications -
Sr. Systems Analyst
Southwest Washington Medical Center
(Non-Profit; 1001-5000 employees; Hospital & Health Care industry)
September 1998 — December 1999 (1 year 4 months)
Reporting to the CIO, efforts focused on the development of strategic IT projects through technological research & presentations to business owners.
- Emerging Technology Research and Socialization
- Project Management
- Early-stage System Analysis
- Requirements Gathering and Needs Assessment -
Finance and Data Analyst
Southwest Washington Medical Center
(Non-Profit; 1001-5000 employees; Hospital & Health Care industry)
May 1997 — September 1998 (1 year 5 months)
Performed data and financial analysis on a process reengineering team, moving through core processes within a regional healthcare organization.
- Operational Performance analysis and scenario modeling
- Statistical process analysis
- Performance Metrics development and monitoring
- Strategic Planning & Valuation -
Business Manager, Claims Adjuster
Idavada Claims
(Privately Held; 11-50 employees; Insurance industry)
September 1996 — May 1997 (9 months)
Involved in the early stages of this private insurance services firm, working to solidify operational and financial processes for continued growth. Industry knowledge was applied to provide services to Fortune 1000 clients.
Continued involvement focuses on new services development, financial management, employee management and development, and maturation of corporate processes. -
Insurance Adjuster
Farm Bureau Claims
(Insurance industry)
March 1995 — September 1996 (1 year 7 months)
Managed the investigation and resolution of property, injury and liability claims on behalf of policy holders. Managed an active caseload of 60-120 files involving investigative analysis, evaluation of legal obligations, & negotiation and administration of financial settlements.
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Finance Intern
Morrison Knudsen Corporation
(Management Consulting industry)
1994 — 1994 (less than a year)
Toby Lucich’s Education
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Washington State University
MBA , Business Administration , May 2000 — November 2002
Graduate Studies in:
- Negotiations
- Strategic Planning & Management Communications
- Start-up Assessment, Development & Marketing- Activities and Societies:
- WSU Vancouver Alumni Organization
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Boise State University
BBA , Finance , 1991 — 1994
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Twin Falls High School
Additional Information
Toby Lucich’s Websites:
Toby Lucich’s Contact Settings
Interested In:
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