SUMMARY:

• Offers 20+ years of experience as a Senior - Level Program/Portfolio/Project/Process/Change Manager, Enterprise Architecture, Project Oversight Consultant, and Business Architect, driving internal/external business process improvement and IT development/deployment strategies to turn around failing initiatives, reduce costs and time, and boost efficiencies for Big 4 consultancies, Fortune 500 clients, and smaller enterprises in a wide range of industries, including insurance, telecom, consumer products, energy, financial services,, healthcare, non-profit, and labor. Adept at evaluating complex issues,
• Shared Services, Supply Chain, Agile, ERP and LMS system implementations, conducting activity-based costing analyses, implementing managing operations, and proposing innovative solutions. Effective in implementing best practices and Six Sigma/Lean methodologies to facilitate positive, sustainable change and overcome obstacles to greater productivity and profitability. Inspiring team leader change leader, and mentor committed to completing assignments on time and under budget. Experience also includes Program Management for the public sector (e.g. California Department of Corrections and Rehabilitation). Specializing in NetSuite Finance, HR, Design Thinking, and Supply Chain technology and re-engineering projects. Specializes in Affordable Housing management and process re-engineering.

PROFESSIONAL EXPERIENCE:

Partner

Confidential, Sacramento and San Francisco, CA

Responsibilities:

• For a SF based non-profit specializing in Affordable Housing, re-engineered Real Estate, Asset Management, Construction, and Finance processes.
• For a Healthcare Insurance Company led Process Improvement Projects for Delegated Oversight, Access and Availability, and Care Management. Created Governance Model and Execution/Management Model for Provider/clinical functions
• Program Manager for California Department of Corrections and Rehabilitation consolidation of Mental Health Services from 3 agencies into one
• Developed a full toolkit of accounting processes, templates, and documentation for NetSuite applications.
• Led a “Class A” Process Improvement Supply Chain project for a major pharmaceutical company.
• Additional Healthcare experience includes but not limited to development of a PMO for a Healthcare provider, Performed Process Improvement engagement for a NJ Hospital. Helped develop a PPO (MIIX), and Led several Performance Improvement Studies for Kaiser and Delta Dental
• Conducted numerous studies including Compensation Studies, Supply Chain, Class A Supply Chain Process, Commute Studies and Plans
• Implemented Saba and Sum-Total LMS and LCMS for a Major Global Medical device company. Created LMS and LCMS Plans and process Improvements for a major Professional Services organization
• Completed IT Security Study and Knowledge Transfer Project for a Major Pharmaceutical company.
• Led a process improvement and documentation effort for a global bank Loan Origination System including the development of a future State Process
• Created a proprietary PMO relocation project methodology and toolkit, including construction, change management, mobile workforce,, technology, facilities management process development, and welcome kits.
• Coordinated a $7M operator qualification program for a utility ( Confidential &E); overcame poor organization and distrust among multiple business units (engineering, field operations, development, and delivery) to complete the project on time and ~$500K under budget, exceeding management expectations.
• Completed a NetSuite ERP project for a 95,000-person labor union (SEIU Local 1000) and a non-profit on time and under budget. Included Financials, HR, Payroll, and Supply Chain. Conducted Process Improvement, Business Analysis, Configuration, Conversion, Testing, and
• Completed a NetSuite project for a non-profit
• Delivered substantial cost reductions for major consumer products and financial services firms, such as Novartis, Clorox, Silicon Valley Bank, and Rabobank

Senior Consultant/Program Manager

Confidential, San Francisco, CA

Responsibilities:

• Led an 80-person team in a $230M project to relocate corporate staff from San Francisco to Pleasant Hill, which entailed process re-engineering, change management, and .
• Took control of efforts to establish a corporate university, which two previous project teams had failed to complete. Transformed the paradigm to focus on skills gaps. Identified and procured a Learning Content Management System and the SABA Learning Management System at 25% below budget. Streamlined delivery time and achieved per-unit cost savings by developing a governance model, metrics, instructional design development toolkits, request tracking system, and funding model. Created over 100 processes.

Partner

Confidential, Princeton Junction, NJ

Responsibilities:

• Directed a new outsourcing vendor in developing a new essay portion of the SAT for the College Board. Revised the basic operating plan and ameliorated strained relations between the new vendor and Testing Service to complete the project on time and within budget, enabling rapid deployment of the new test.

Senior Project Manager

Confidential, New York, NY

Responsibilities:

• Took over creation of an offshore development center in India. Developed a robust SDLC methodology, implemented a Kaplan-Norton based benchmarking and metrics reporting model, and conducted . Enabled the company to transition multiple projects and 100+ development resources offshore within six months and reduced IT development spend 40% while maintaining the high quality of IT deliverables post-implementation. Performed Project Oversight duties

Partner

Confidential, Princeton Junction, NJ

Responsibilities:

• Hired as acting VP of professional services for Russian startup Softlabs. Determined overall market strategy, positioned the business as an expert in web development, implemented SDLC, wrote proposals, created marketing collateral, worked with offshore resources, and defined a niche and target markets for US products and sales. Increased the number of sales closures 50% and produced $3M in contracts by offering Big 4 services at staff augmentation prices.
• Analyzed amid sized Consultancy’s disorganized internal function. Identified a lack of management plans for individual consultants, defined personal /growth plans for each consultant, and calculated cost per person. Reduced consultant 50%, with the new plan achieving ROI within nine months—the newly strengthened company went on to a successful IPO.

Senior Manager/Partner Elect

Confidential, New York, NY

Responsibilities:

• Took over an implementation of Oracle ERP (including HRIS and Payroll) for Cablevision, which had been plagued with 100+ problems over the 18 months of Phase I. Discussed project oversight issues with senior management, leading to an engagement to conduct an operations review and propose solutions. Guided a small team in defining three potential fixes over three weeks, which resulted in an eight-month, $5M-$6M project involving 100 Oracle and E&Y staff. Project included IT and Call Center Management.
• Tapped by a large brokerage firm to institute E-Procurement for Business Professionals, an online process and documentation for hiring. Reduced a vendor list of 300 consulting companies to 30 and cut annual consulting fees from $1B to $750M.
• Advised large-scale telecom company GlobalOne on post-merger consolidation of accounting services. Trimmed costs and improved efficiency by implementing a global financial and HRIS ERP to create a common accounting/finance platform, centralizing multiple-country accounting functions into three global shared service centers, and adopting a country-by-country migration strategy. Project included Shared Service Operation.
• Wrote the winning proposal to assist the City of Philadelphia in implementing a parking and moving ticket violation system. Developed for financial transactions and processes, including case scheduling, adjudication, appeals, and accounting, which was delivered to 300+ internal employees of the Court.

Vice President of Financial Systems

Confidential, Denver, CO

Responsibilities:

• Built a 170-person team ($50M) to implement and manage the operations for an enterprise-wide global accounting, HRIS, payroll, and data warehouse for financial reporting and purchasing systems. Performed Project Oversight duties for several internal projects

Assistant Vice President and Chief Information Officer

Confidential, Lawrenceville, NJ

Responsibilities:

• Spearheaded the redesign of a custom insurance operation system, rebuilt organizational infrastructure (including help desk, release management, security, network redesign, desktop, desktop publishing, and IT for end users), developed processes for procuring consulting staff, and defined IT methodologies. Had the system operational within 1.5 years, cut costs 25% by the end of the first year, improved cash flow, and established a robust repository of information for analysis.
• Created, Implemented, and Managed Portfolio and PMO and was Responsible for IT and Insurance Operations

Senior Manager

C onfidential, New York, NY

Responsibilities:

• Expedited book closing time from ten days to seven by automating a manual process for Confidential Enterprises’ US and South American operations. Added a logistics system for evaluating fleet operations, which decreased gasoline expenses.
• Took over Confidential Enterprises’ implementation of a mainframe ERP, including designing systems to consolidate the operations of several acquired companies in a Northeast region with three territories. Built an MSA mainframe accounting system to manage GL, AP, AR, FA, payroll, purchasing, and inventory. Implemented 18 systems in 18 months, surpassing management expectations.
• Assumed control of an initiative to right-size MetLife’s controllership function from 1 people. Defined basic operating rules, goals, and responsibilities and compensation for all participants. Analyzed process documentation and identified related-technology projects. Standardized the language used by the controllership division, setting the basis for future progress.