PROFILE:
A successful information technology and finance professional with more than 20 years of experience in IT project management, financial/business analysis, process improvement, and management consulting with a number of industry-leading companies. Particularly effective in directing the definition, development, and implementation of large-scale projects by effectively managing the needs and expectations of both the business and technical team members. Core competencies include:
Business and Financial Analysis ª Budget Analysis/Project Accounting Process Improvement Initiatives ª JAD Sessions/Facilitation Project Planning and Management ª Strategic/Operational Planning WORK EXPERIENCE
Confidential,Irving, Texas
Senior Business Analyst / Project Management Consultant:May 2012– Present
Currently leading a number of global IT projects in support of Flowserve’s Legal, Trade Compliance, and Communications organizations; some of the projects concurrently being managed today include the following:
RIVO Health and Safety Reporting platform– currently leading a project to implement a global accident and incident reporting application for Flowserve’s Health, Safety, and Environmental Affairs organization LawTrac-Baswareintegration– leading a project to implement a data feed/interface from Flowserve’s LawTrac legal invoice processing system to the company’s primary payment system for the Corporate Legal department Global Business EntitiesRepository– working with the Legal and Tax organizations, currently leading a project to develop a SharePoint repository to store all relevant legal and financial documentation for the 130+ business Flowserve subsidiaries located worldwide Military Tracking Database– partnering directly with the Import Compliance organization, leading an initiative to create a SharePoint-based application to document, track, and manage all military-related product orders shipped globally Confidential,Plano, Texas
Senior Business Analyst / Project Management Consultant: September 2011– May 2012
As a contracting SBA/PM working for the Customer Information Management (CIM) organization, led several IT initiatives designed to transition JCP’s customer data to a new marketing database and CRM platform; additional responsibilities include the identification and implementation of all business processes required to integrate with the company’s newly implemented E-commerce platform
Led a project to place a custom-built segmentation modeling enhancement in a production environment for CIM’s campaign management group; this functionality was designed to assign all 30 million JCP customer records to a specific behavioral segment, in order to significantly improve the cost effectiveness and response rates of JCP’s direct mail and promotional programs Confidential,Plano, Texas
Senior Business Analyst / Project Management Consultant: August 2010– September 2011
Led a consulting engagement to identify, document, and implement system enhancements for FedEx/Office’s primary asset management and financial systems application:
Facilitated all requirements gathering sessions with business owners, end users, IT/software developers, and technical staff from other impacted platforms (i.e. financial/general ledger, retail systems/Retek, etc.) Managed the solicitation and documentation of all business and functional requirements, underlying business processes and system workflows, screen mock-ups, and all PMO-related project reporting Responsible for the coordination and management of all project-related EDI mapping, system enhancements, and integration with additional FXO’s financial systems Confidential,Richardson, Texas
Senior Business/Systems Analyst: December 2006 – October 2009
Led the project to implement an enterprise-wide Application Portfolio Management (APM) platform for HCSC’s IT organization; responsibilities included the management of the vendor selection process (from conducting product research to business case development, RFP creation, scheduling of vendor presentations, and final selection) Also led the effort to identify and document all financial, resource, and operational definitions and performance metrics used to identify technology investment and retirement opportunities, as well as developed and implemented the underlying data and system governance structure for the APM structure Confidential,Dallas, Texas
Senior Business Analyst / Financial Consultant: June 2006– December 2006
Led a short-term consulting engagement to establish a capital budgeting and financial review process for the Technology organization and Office of the CIO; in addition, provided all IT-related financial reporting, software royalty accounting, resource forecasts, and monthly and quarterly executive-level financial reviews Managed all project-related capital expenditures for over 65 IT engagements of varying size and complexity, representing an annual budget of over $50 million Confidential,Plano, Texas
Senior Business Analyst / Global Resource Manager, Infrastructure Solutions: March 2005 – June 2006
Reporting directly to the Director of IT Operations, led the development and implementation of an enterprise-wide resource planning system providing management with access to workforce availability, skill set, and location information for the company’s 3,200 consultants and service delivery personnel Developed and implemented policies and procedures for IT resource assignments and project planning, as well as provided a monthly utilization and workforce performance reporting package for the senior leadership team Led the requirements gathering, resource and project planning of an asset management system for Triad Hospitals, a company that managed 50 regional hospitals across the U.S. and one of Perot’s largest IT consulting customers Confidential,Plano, Texas
Performance Improvement Consultant, Global IT Capabilities: November 2004 – February 2005
Led a short-term consulting engagement to establish, from development to implementation, a formal financial review process for all of PepsiCo’s external IT consulting firms Created and implemented standardized service level and performance metrics for all vendor firms providing project management services; a monthly vendor scorecard was developed to monitor project financials, resource utilization, and the overall progress for each of the funded projects Confidential,Irving, Texas
Senior Business Analyst / Project Manager: Operational Performance: July 1997 – November 2003
Led numerous technology projects and process improvement initiatives organizations; key accomplishments include:
Led the successful implementation of an employee incentive program, All For One, which was established to encourage customer service staff to identify and refer potential sales opportunities during their daily interaction with business customers; the program generated $25 million in revenue during its inaugural year and $45 million in its second year, and the project team received the Verizon’s National Excellence Award for the program’s achievements Led the design, development, and implementation of a customer retention and win-back application for the Internet Sales and Marketing organization, which was instrumental in retaining $3.5 million of existing customer contracts and reduced customer churn significantly, from 30% to less than 5% Led an enterprise-wide operations engagement to identify and document all process and technology gaps within the Billing and Revenue Assurance organizations of a newly formed telecom subsidiary; all improvement opportunities were communicated to executives, prioritized, and converted into individualprojects and initiatives and implemented Led several projects within the Marketing organization, including the identification and implementation of business process and data workflow improvements, merge/purge initiatives, system modifications and enhancements, and EDI/data mapping initiatives EDUCATION Masters in Public Administration (MPA)
Bachelor of Arts: Economics and Finance (Magna Cum Laude)
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