About
Seasoned Finance Program Management expert with over 20 years of experience leading complex finance transformation initiatives and establishing PMOs in global environments. Proven track record in implementing finance systems, driving process improvements, and managing cross-functional teams to deliver high-impact projects. Skilled in stakeholder management, change management, and strategic business transformation across various industries.
Work
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Summary
Manages Accounts Payable and Receivable across 30 Digital businesses, developing innovative processes combining finance, operational excellence, and technology to support expansions, increase controllership, and enhance customer experience.
Highlights
Operationalized a tax compliance program, defining strategy and developing a software roadmap across five technology teams, ultimately retaining over $1B in annual tax reclamations.
Restructured the sanctions screening program, implementing new KPIs and governance, which improved compliance by 7% year-over-year for over $100M in annual payments.
Led an enterprise-wide Anti-Money Laundering (AML) compliance initiative, establishing robust processes and identifying 300K+ impacted vendors to ensure full regulatory adherence.
Drove the identification and implementation of system and process improvements across 30+ Digital businesses, significantly reducing expenses, enhancing free cash flow, and improving first-pass yield efficiencies.
West Shore Home (Leonard Green & Partners Portfolio Company)
|Director, Project Management Office (PMO)
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Summary
Established a de novo Project Management Office to support rapid national expansion, managing multiple programs including ERP implementation and customer-facing application development.
Highlights
Established a de novo Project Management Office (PMO) to support rapid national expansion, overseeing the implementation of Enterprise Resource Planning (ERP) and customer-facing application development.
Managed an inventory optimization program, reducing quarterly inventory variances by 90% while sustaining an industry-leading first-pass job completion rate despite significant supply chain shortages.
Streamlined a portfolio of 65+ projects, strategically prioritizing and consolidating them into 19 high-impact initiatives that directly aligned with core organizational goals.
Kaiser Permanente
|Director of Care Delivery Analytics, Consulting, Project Management and Process Improvement
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Summary
Senior leader supporting key programs for a $4B healthcare delivery system, establishing infrastructure for project management, program governance, and optimizing operations to improve patient experience.
Highlights
Established and evolved a Project Management Office (PMO) with hybrid Agile principles, contributing over $32M in 12 months and $50M+ in 24 months to delivery system operational initiatives.
Directed the annual operating plan for a $4B region, optimizing resource allocation for 5,000+ employees and achieving a record 12% year-over-year increase in profitability.
Achieved $50M in annual inpatient expense reductions by identifying and facilitating new provider partnerships, implementing patient volume shifting strategies, and optimizing care coordination operations.
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Summary
Led consulting engagements for Fortune 500 clients, focusing on finance transformation and innovative technology solutions, while managing stakeholder expectations.
Highlights
Provided strategic consulting to Fortune 500 clients, spearheading finance transformation and technology solution initiatives while managing stakeholder expectations through effective communication.
Led national deployment engineering for a $45B telecom acquisition, onboarding 40+ contractors and employees and establishing a PMO to mitigate department merger labor expenses by $1.5M.
Directed a team of data scientists in developing a predictive modeling platform for a national trucking capacity marketplace pilot, demonstrating viability and generating a new revenue stream.
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Summary
Provided leadership and program management for a cross-functional software development team, managing the development of a $2M certification application system.
Highlights
Managed the end-to-end development of a $2M certification application system for a global engineering certification body, increasing application conversion rates and improving usability.
Provided leadership and program management for a cross-functional software development team, ensuring alignment and efficient execution of project milestones.
Optimized UI/UX and elicited comprehensive requirements, integrating feedback into agile sprints to enhance product functionality and user satisfaction, delivering incrementally on time and within budget.
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Summary
Led consulting efforts to improve organizational profitability through thought partnership with executive clients and execution of strategic programs and initiatives.
Highlights
Successfully delivered a $250M supply chain consolidation project on time and within budget through expert project management.
Established a loss prevention department across 1800+ retail locations, implementing governance, systems, and processes that eliminated over $1M in losses within one year on a $100K budget.
Designed and implemented a comprehensive program governance framework, clarifying strategic business goals, objectives, roles, responsibilities, and stakeholder accountability across the program lifecycle.
Certificates
Skills
Program & Project Management
Finance Transformation, PMO Establishment, Project Governance, Strategic Planning, Cross-functional Leadership, Agile Principles, Scrum, SAFe Agile, PMP, Change Management, Stakeholder Management, Process Improvement.
Financial Operations
Accounts Payable, Accounts Receivable, Tax Compliance, AML Compliance, Sanctions Screening, Expense Reduction, Free Cash Flow Optimization, Profitability Optimization.
Process Improvement & Operational Excellence
Operational Excellence, Process Redesign, Lean Six Sigma Black Belt, Supply Chain Optimization, Inventory Management, System Implementation, First Pass Yield Efficiency.
Analytics & Consulting
Data Analysis, Predictive Modeling, Business Impact Assessment, Resource Allocation, Client Relationship Management, Problem Solving.
Technical Tools & Systems
ERP Implementation, Software Development Lifecycle (SDLC), Jira.