PROFESSIONAL SUMMARY:

• Senior Fortune 500 management consultant and business partner
• Multiple Organizational Change Management (OCM) certifications and extensive OCM experience
• PMP Certified in Project and Program Management with 10+ years of project experience
• Global Finance and IT stakeholder engagement and cross - functional implementation experience
• Experience managing a variety of programs including; large scale ERP application implementations, software development, business process re-engineering, and compliance programs (SOX)
• 15 years of operational finance experience (FP&A and Controllers)
• Banking Experience (Supplement provided)
• Salesforce Experience
• Strong IT background including SDLC processes, Agile and Software-Oriented Architecture (SOA)
• Big 4 consulting experience

EMPLOYMENT HISTORY:

Confidential, Emeryville, CA

Change Management Lead and Business Analyst

• Develop and define the organizational change management strategy for a $15 million Finance and Accounting transformation program (Health Care Client)
• Develop and manage a structured change management approach and methodology with limited direction
• Build a detailed Communications Plan, Stakeholder Assessment, Training Plan and Approach, Post Go Live Support Plan, Share point Program site, and Drupal-based post go live website
• Working directly with Finance and Accounting Subject-Matter-Experts (SMEs) develop and design learning strategies, identify learning points, and design competency-based training curriculums for all functions and initiatives
• Assume role as technical business analyst in capturing business process and system requirements, documenting the processes, and in developing a detailed Impact Assessment across all projects and stakeholders
• Manage a newly-hired business analyst in evaluating, prioritizing and driving approximately 30 finance and accounting business process improvement projects to completion

Confidential, Beaverton, OR

PMO Consultant

• Defined Program Scope and schedule for the Global Controlling Transformation Program
• Worked with Leadership to identify cross-program dependencies
• Partnered with key stakeholders to define governance structure
• Worked directly with other functional program and project leads to support better coordination between programs
• Reviewed vendor SOWs to ensure alignment with scope

Confidential, San Francisco, CA

Senior Project Manager

• Project Manager for cross-functional implementation of a new, compliance-driven business process
• Completed successful turnaround of ongoing project that was over budget, off schedule and needed change management guidance on deployment and stakeholder management
• Performed business process analysis of current environment and recommended cost effective business process options aligned with new Shared Services organization
• Developed and maintained all key program documents (Scope, Risks, Quality Plan, Schedule)

Confidential, Los Angeles, CA

Manager

• Human Capital Lead (Organizational Change Management) for Deloitte Enterprise Delivery for Agile; a standard, scalable approach to delivering all technology implementations
• Successfully completed one week Agile Bootcamp (Internal Scrum Certification)
• Successfully integrated change management plans and deliverables into Earned Value for Delivery framework
• Projects included: Change Lead, Global Oracle R12 upgrade; $50 million Finance Transformation

Confidential, San Ramon, CA.

Expert Change Management Consultant/Deployment Lead

• Applied a structured change management approach and methodology for managing the people side change resulting from the deployment of new technology and processes
• Identified potential people-side risks and anticipated points of resistance, and develop specific plans to mitigate or address the concerns
• Conducted readiness assessments, evaluated results and presented findings in a logical and easyto-understand manner
• Utilized excel-based estimation tool to manage change methodology including; deliverables scope by phase; degree of effort and cost. Tool was utilized to support TCO of a new change management methodology
• One of 4 consultants selected for the Being First Transformational Change Leadership Program

Confidential, San Francisco, CA

Senior Program Manager/Deployment Lead (

• Client Implementation Lead for a new EaaS Educational Software Platform for University of Phoenix Start Up, AES
• Dual role: Customer-facing Implementation Lead and Senior Program Manager (internal)
• Provide project management leadership for all product teams including: Platform, Learning Management System, Digital Marketing, Data and Analytics (Hadoop), Web Services (Cloud), Training, Social Media, and Instructional Design for onsite and offshore cross-discipline teams comprised of developers, user interface designers and quality assurance testers through the entire project life cycle
• Worked with software and platform architects and technology teams to translate functional requirements to technical requirements (Software Engineering, Development Operations, IT Operations, Platform Deployment, and Infrastructure)

Confidential, Cupertino, CA.

Project Management Consultant

• Project Manager and Change Management Lead for a multi-million-dollar strategic automation of Apple Procurement, Clear-to-Build, (Custom application/Oracle Interface)
• Manage and review Business Requirement Documents (BRDs) for completeness
• Manage UAT (User Acceptance Testing) design, Use case development, test strategy and reporting
• Provide feedback and input into the Adaptive Software Development process; including designing AT feedback loops, managing acceptance criteria, and communicating approaches to accelerating adoption by end users.
• Create and implement communication plan and provide direct support for training delivery • Review online and in person training materials for relevance and completeness

Confidential, San Jose, CA

• Key member of the Strategic Pricing PMO Solutions Team responsible for delivering a multi-year
• Facilitate solution design meetings and document pain points and key issues
• Manage and author Business Requirement Documents (BRDs) for selective functions
• Support UAT design, Use case development, and test strategy and design
• Associate Project Manager for full cycle implementation of a critical business and IT solution involving SAP and Oracle and impacting 18 different internal functions
• Developed successful, cross-functional Change Management methodology
• Defined scope and created project baselines for the Change Management Component
• Initiated and facilitated successful project kick-off meetings for Change Management
• Reviewed and consolidated Process Impact Assessments (Process Walkthroughs and Business Requirements) to support communication and training strategies

Confidential, Oakland, CA

Change Management Leader

• Project directly shaped National Policy on key KP Health Connect operation issues
• SOX Remediation: Managing and reporting on system testing occurring in the production environment
• Managed and led multi-million dollars, full cycle cross-functional project in a highly-complex, matrix organization
• Actively engaged the business across multi functions and geographies to ensure all stakeholders had representation on the project team
• Developed and implemented National Change Management policy for the new Program
• Provided PM support for the development of all program plans

Confidential, San Francisco, CA

 Project Manager /Trainer

• Business process improvement project manager for IT/cross-functional impact program
• Successfully identified and remediated critical operational deficiencies
• Worked directly with business process owners on the implementation of Sox controls, including process re-design, and review of policies and procedures
• Reviewed and documented all global Sales Operations processes, policies, procedures
• End-to-end knowledge of Salesforce CRM

Confidential, Oakland, CA

Change Management Leader

• Training Lead for Sarbanes-Oxley 404 Compliance program
• Built custom SOX training using Risk Navigator software application as primary SOX process tool
• Augmented software training with general Sarbanes-Oxley training; both process and methodology
• Independently delivered training to over 400 finance stakeholders nationwide
• Met all program objectives: Budget, Scope, and Quality

Confidential, Scotts Valley, CA

IT Business Analyst 

• Subject-Matter-Expert for global deployment of custom SOX (Sarbanes-Oxley) application
• Worked with end user to define workflow and system configuration
• Delivered custom application training in Asia Pacific, EMEA and Americas regions
• Supported new Finance shared services organization through change management and training