IQ BackOffice Team

Operational expertise and global experience

The IQ BackOffice team has more than 100 years of experience providing back office services to companies of all sizes across a range of industries. Our management team includes veterans of Deloitte, Accenture, Citibank, PeopleSoft, Ford, HP, Resources Connection, California Pizza Kitchen, CKE Enterprises and other leading firms.

Before joining IQ BackOffice as CEO, David Schnitt was Co-Founder and Executive Vice President of New Ventures for Resources Global Professionals (NASDAQ: RECN), a spin off from Deloitte & Touche that provides outsourced specialists in the fields of IT, HR, finance and accounting. Mr. Schnitt helped grow the company from scratch to more than $150 million in annual revenue in four years. Previous to this position, Mr. Schnitt founded and managed both of Resources’ Los Angeles offices and its National Information Technology practice.

While a Senior Manager with Deloitte Consulting, Mr. Schnitt advised and assisted clients in reengineering their finance and accounting functions, including the establishment of shared service centers, improving their operations, developing new strategy and business plans, and forming successful joint ventures. Mr. Schnitt has been responsible for the design, development and implementation of several significant consulting projects with budgets of up to $11 million and staff numbering more than 8,500.

He is considered an industry expert on outsourcing trends and the evolution of the virtual business. He has spoken at numerous conferences and has been quoted extensively on these subjects in both the business and technology press, and is a published author. Mr. Schnitt received a BA from Cornell University, an MBA from the University of Michigan, and holds a certificate in Production and Inventory Management (CPIM) from the American Production and Inventory Control Society.

Phil Jablonski is a seasoned information technology professional with more than twenty years of technology and business operations leadership in applications development, sales, customer service, and management.

Prior to joining IQ BackOffice as Chief Technology Officer, Mr. Jablonski served as Senior Director of Operations for Ledgent Inc., a business process outsourcing provider, where he was responsible for management of the firm’s national shared services center, implementing process improvements and daily financial operations, managing a department of fifteen accounting and training personnel, and overseeing quality control. He also led the development of the firm’s PeopleSoft financials and HRMS, portal delivery, and report delivery software environments.

Mr. Jablonski has extensive experience with PeopleSoft ERP implementations and client servicing. He has served as a PeopleSoft consultant to such organizations as Charles Schwab, Canon Computer Systems and Southern California Gas. Additionally, he led the PeopleSoft implementation teams for major IT projects at Sierra Systems Group, CKR Enterprises and ACE Parking.

Mr. Jablonski’s broad technical qualifications include: HTML, ASP, ASP.Net using #C, Workflow Applications, Fax Server Management, DBA and Server Management, ERP applications and reporting tools such as Sybase SQR, MS Visual Basic, Crystal Reports and nVision; database and operating systems ranging from MS SQL to PeopleSoft, and mainframe software and utilities including DB2/SQL, IDMS, CICS, COBOL II, FOCUS, DYL260/280, RPGIII, Assembler, Fortran, Panvalet, PCS/DBM, APL, VSAM and RSCS.

Peter Jimenez is the Chief Financial Officer and Vice President, Global Operations. Peter has more than 25 years’ experience in Finance and Accounting Operations Management. He was with Citibank NA Manila for more than six (6) years as Senior Vice President of Citibank Shared Services overseeing the financial reporting operations of seventeen (17) countries within Asia and prior to that he was with Accenture Manila for eleven (11) years as Finance Director.

His years of working experience in IT consulting, business process outsourcing and shared services operations has given him the opportunity to manage multi-year financial planning and business operations cost modeling. He has as well driven a lot of Finance transformation initiatives in process reengineering, risk and control management and operational effectiveness. Peter is a Certified Public Accountant, and he graduated Cum Laude from Philippine School of Business Administration in Manila with a Bachelor’ of Science degree in Business Administration majored in Accounting.

Mr. Johnson is responsible for IQ BackOffice business development. He has more than 25 years of experience as a business manager and consultant.

Prior to joining IQ BackOffice, Mr. Johnson was Vice President (VP) of business development at RSM McGladrey and Quattro FPO Solutions where he led retail business development efforts for six years, with a focus on restaurants. He was responsible for developing sales and marketing strategy as well as strategic plans related to operational support for new business. In less than three years, Mr. Johnson grew the restaurant segment of the business from an $8 million start up to more than $20 million.

As VP Operations for Hardee’s Restaurants, Mr. Johnson oversaw all operations, advertising and purchasing for 30 Hardee’s restaurants in Minnesota and Wisconsin with average unit volumes of $1 million. He managed day-to-day operations; developed, approved and implemented all local and regional advertising; and was instrumental in developing a purchasing and distribution co-op for the 100+ regional restaurants in Minnesota and Wisconsin.

Mr. Johnson has also worked as a consultant with numerous senior management executives of national and international companies in the food industry, including Pillsbury/Green Giant Fresh, Golden State Foods Corp., North American Produce, ADF Company, Nekta International, US Foodservice, Sunkist Growers, National Beef Corp., John I. Haas, Jain Group, Chiquita Brands, B-50 Data Solutions and XFormity Technologies. As President/CEO of John I. Haas Foods, he took their dehydrated food processing company from a $4.5 million loss to breakeven while increasing sales from $4 million to $12 million in one year.

Phylis Field is responsible for designing solutions that meet the needs of IQ BackOffice prospective clients. Ms. Field’s professional experience includes providing technical solutions at HSBC, a world leader in financial services with global presence in 100+ countries. As Vice President (VP) of Applications/Senior Director of Household Auto Finance (HAF), she was responsible for the business unit’s technology services support, managing a $38 million annual budget, which included 50 direct staff and project teams both in the U.S. and offshore. Subsequently, as Senior Director for Global Resourcing North America, Ms. Field provided technology support to HSBC North American business unit partners across the globe on technical solutions necessary to migrate a spectrum of banking and consumer finance operations to Group Service Centres (GSCs) in South and East Asia.

Previously, Ms. Field advised clients in operations improvement and managing enterprise-wide system implementation projects with multi-million dollar budgets for over ten years at Deloitte Consulting. Ms. Field left consulting to join Ledgent Inc., a pioneering business process finance and accounting outsourcer, as VP, Business Development, where she was responsible for strategic affiliate relationships and transitioning new clients over to the Ledgent solution.

Ms. Field has a BA from University of Pennsylvania, a BS from Wharton School of Business, and an MBA from UCLA Anderson School of Management.

Edward Beck is the Vice President, Implementation and Product Development, leading client implementations and process re-engineering efforts.  Edward brings over 25 years of work and leadership experience from various companies and industries across the globe, such as ICANN, Line 6 Inc., Oklahoma City Public Schools, WM. Wrigley Junior Co, EMAK Worldwide, Harman Consumer Group, Thomson/RCA, Crutchfield Corp. and the U.S. Air Force.

Edward’s background covers both business and technical functions.  Within Information Technology, he has extensive experience in SAP and other ERP solution design and implementations, business intelligence architecture, business process management & automation, software design and development, as well as technology security and governance.  Edward’s non-technical experience covers project management, finance & accounting, manufacturing and customer service operations.

Edward graduated with a Bachelor of Arts in International Studies from Virginia Tech and a MIM/MBA of  International Management Thunderbird, the School of Global Management.

Santhosh Ramachandran is the Director of Service Delivery and Operations at IQ BackOffice’s India Shared Service Center (ISSC) in Chennai, India. He is responsible for the overall delivery of Finance and Accounting services to our clients.

Santhosh brings over 16 years of experience and expertise in service delivery, process analysis & design, leading continuous improvement projects, business development & relationship management, transition & transformation and driving initiatives to deliver cost effective delivery management in a Global BPO and Shared Services environment.

He worked on multiple global technology and process implementation programs with large Global shared services & BPO companies such as Ford, Accenture, HP & Tata Consultancy Services. He is a six sigma GB certified professional with a Bachelors in Commerce and a Masters in Business Administration from Madras University.

Aya is responsible for ensuring that the financial statements and other deliverables to IQ’s clients are accurate and timely. Prior to IQ BackOffice, Ms. Pulido most recent role was VP – Operations Lead for Finance and Risk Shared Services of Citibank NA. Ms. Pulido was with Citibank for 8 years and has handled Financial reporting for various countries. This included preparation, review, and posting of Financial Adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances, and ensuring US GAAP was properly applied in the financial reports. It also included coordination with Country Financial Controllers on the implementation of reporting changes, which included submission of comprehensive business specifications where technology enhancements were required, providing training and user testing resources to test enhancements.

Her role includes establishment of service standards, monitors service performance metrics and partners closely with Process Leads to recommend action plans to meet and exceed service level agreements. Ms. Pulido also drives the end-to-end corrective actions and sustainable fixes to address operational issues and service standards breakages and reviews adequacy of internal controls in the record-to-report processes and sees that procedures are in place to identify and mitigate risks. Prior to Citibank, she was as well part of Grant Thornton International as a Senior Auditor for 4 years. Ms. Pulido was a 7th placer in the CPA Board Examinations and graduated Cum Laude.

Ms. Mata leads our Manila team in the delivering excellent, high quality services to our clients. This includes ensuring operational excellence and solid collaboration with the other operations teams in Chennai and El Segundo. She is responsible with bringing the right talent to complete our Operations Team in Chennai and ensure we continue to provide excellent services while absorbing new clients in implementation.

Ms. Mata previously worked with Infosys BPO Ltd., where she was an Operations Manager. She also worked with Xerox Solutions Philippines as Accounts Receivable Operations Manager for eight years. She graduated from Polytechnic University of the Philippines, with a BS degree in Accountancy. In addition, Ms. Mata is certified as a Lean Six Sigma practitioner.

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Why IQ BackOffice?

Because we focus on the unique nature of each client, IQ BackOffice solutions can be applied to any industry.