SUMMARY:

Management professional with a proven track record of partnering with business and technology professionals to help define and convert business strategy and demand into the delivery of optimized process and systems solutions for business value realization Strategy & roadmaps Policy & process Staff and Vendor supervision & mentoring Internal/External contract definition & execution Delivery management Return on investment realization

ENTERPRISE EXPERTISE:

Core Competencies: Blended team composition (offsite/offshore, onsite, vendor, subcontractor); Communication & collaboration across the organization; Cross - functional business & technical team engagement; Decision maker, leader & mentor; Right sizing tools & process with effort; Strong analytical and problem-solving skillset; Team player

Methodology Toolkit: CMMI, Delivery (Agile, Hybrid, PMI, RUP, Waterfall)

Project & Process: Basecamp, Clarity, Jira, MS Project, SharePoint, Visio

End User Applications: Credit Card & Tax Processing (Auth.net, Avalara, Elvon, Paymentech), CRM (MSFT Dynamics, Sales Force, Siebel), Enterprise Resource Planning—ERP Finance & HR ( Confidential, Oracle Financials, PeopleSoft, SAP), Expense Management (Concur, Expensify), Hyperion, Point of Sale, Tax compliance (Vertex)

Business Intelligence (Reporting, Analytics and Data Mining): Business Objects, Cognos, D&B, Excel, First Logic Data Quality, Metadata Manager, MicroStrategy, MS Access, Tableau, Toad

Middleware: MDM (Oracle, Informatica, Orchestra), ETL (Informatica, Custom), Web Services

Databases: IBM, Oracle, SQL Server, Teradata

Cloud Services: AWS, Azure, Egnyte, O365

EXPERIENCE & ACCOMPLISHMENTS:

Confidential, Fresno, CA

Head of Data & Technology

Responsibilities:

• Established and enabled a strategy for data and technology programs. Effort included creation of strategic vision and goals for the group and alignment with executives and business teams, IT team reorganization (personnel, policy, process) to align work efforts to measured business value delivery, implementation of data governance and reporting programs with business teams, 1.5M annual budget creation and management, contract negotiation for 30% cost saving over prior year operations costs, and individual program planning and estimation for executive team proposal and approvals.
• Migration to cloud offerings from end of life on-premise solutions. Includes migration of current applications as well as RFP/Contracts/Implementation of new applications for business value.
• Negotiation and implementation of consulting and partner services support for efficient staffing models for help desk, network management, and project staff augmentation consulting support.
• Team conversion from waterfall to Agile Scrum delivery methodology for project and operations efforts.

Confidential, Fort Collins, CO

Owner; Director of Engagement

Responsibilities:

• Engagement Management and Director of Delivery for Master Data Management consulting firm. Partnership with Sales and Executive teams to manage engagement strategy and roadmap definition, RFP/SOW activities, management of the program delivery portfolio, delivery staff planning, and delivery oversight for return on investment realization.
• Engagement Manager partnership with Lumendata Consulting alongside vendor Sales teams and external Client teams to manage engagement strategy and planning, RFI/RFP/SOW activities, vendor staff planning, and technical project management of solutions within scope, schedule and budget constraints.
• Partnership with Confidential Consulting for analysis and process improvement assessment for a Business Intelligence & Analytics platform for Wyndham Vacation Ownership .
• Collaborated with senior management to create roadmap and determine strategy to align with business objectives. Activities included business process and systems analysis with multiple business teams, including Finance, Data Governance, Sales, Marketing, Operations, and Customer Service.
• Partnership with Confidential Consulting to develop and propose a $8MM 2-year program to implement a Business Intelligence & Analytics platform for a RCI hospitality ; created and approved execution roadmap. Activities included business process and systems analysis with multiple business teams, including Finance, Data Governance, Sales, Marketing, Operations, and Customer Service.
• Project Management contract efforts through Envision and Gold G3 Consulting for PMO reporting dashboard implementation and systems consolidation project planning .

Confidential, Santa Rosa, CA

Senior Project Manager

Responsibilities:

• Automated purchase ordering system with finance system integration ( Confidential ); created visibility of external spending; several projects culminated in savings of $2MM.
• Launched a help desk system that saved $240K in IT costs with increased user friendly navigation, entry and reporting.
• Managed technology assessment, POC and purchase, system implementation, and integration with Intranet and HR systems ( Confidential ).

Confidential, San Rafael, CA

Program Manager

Responsibilities:

• Member of multiple PMO roundtable and improvement boards contributing to organizational change and process improvements for IT service alignment to corporate business strategies.
• In charge of master data management (MDM) and data quality program.
• Directed 20 to 40 global, blended, cross-functional team staff during implementation in 22 countries.
• Managed $8MM annual budget for the portfolio of data focused initiatives, including data quality, metadata, sales partner incentives, and financial reporting integrity projects.

Confidential, Seattle, WA, & San Francisco, CA

Technical Project Management

Responsibilities:

• Ongoing enhancements and maintenance projects for the Enterprise Data Warehouse (EDW) and Business Intelligence (BI) teams.
• Consolidation of 20 disparate systems (financial, ERP, sales, marketing, customer service, operations) into Enterprise Data Warehouse with CRM, BI, and Financial Reconciliation reporting front-end systems.

Lead Business, Data & Systems Analyst

Confidential

Responsibilities:

• EDW and BI implementation with integration to ERP, Hyperion, Supply Chain, and custom systems.
• PeopleSoft to SAP implementation, Credit card processing implementation with treasury and ERP integrations with POS and Tax calculation systems, Vertex (tax calculation) operational support and maintenance, Concur expense management implementation with integration with ERP (SAP) implementation, Business Objects reporting and analytics operational support and maintenance.
• Confidential: SAP implementation data conversion analyst with integrations to Data Mart for Sales and Marketing reporting. Focus on customer, pricing, tax calculations, HR, AR/AP, and Vendor data.
• Environmental Protection Agency (EPA) reporting analyst.