SUMMARY:

• I am an Appian consultant that helps companies transform their business processes through innovation, bestpractices, and technology.
• My background in finance and operations fostered my love for BPM and BPMS.
• I was fortunate enough to have the perfect blend of these areas while consulting for top companies across the US andCaribbean as an Appian Solutions Architect/Analyst.

PROFESSIONAL EXPERIENCE:

Solutions Architect

Confidential, Tampa, FL

Responsibilities:

• Confidential is a trusted partner of Appian (2016 Global Trusted Partner), a BPM Software Platform. Confidential has an nshore/offshore model that provides Appian practitioners, developers and analysts to Appian customers requiring assistance implementing Appian, developing new applications, and strategic planning of their corporate BPM program.
• Solutions Architect and Project Manager for the company’s Top 3 clients (financial services, real estate, and manufacturing). I was involved in the complete development lifecycle for these clients. This would start with a meeting or workshop with their executives, senior management, and stakeholders that I would lead. Then I would continue to work closely with the client and team through documentation, development, implementation, and training. All of my projects grew from proof of concept or pilot projects into successful programs.
• Appian Implementation - I have helped 4 separate clients implement their new Appian programs. These clients were brand new to Appian and needed help developing a strategy that would leverage Appian strengths and enable them to get the most value out of their investment. My focus was to create a true enterprise solution versus isolated applications on one platform.
• Partnered with our SVP Business Development for pre-sales client meetings. Helped the client to see a solution for their problems using Appian.
• Created & Managed Professional Services/Analyst Department- Recruited, hired, and mentored US analyst team n Appian functionality and Agile methodologies. Implemented standardized reporting, templates, and other work artifacts.
• Managed multiple offshore teams for different projects simultaneously - about 30 developers and testers in total.
• Lead daily stand-ups, backlog grooming sessions, retrospectives, etc. We were an Agile shop.
• Because of my experience, I was given the responsibility to grow our US Office and manage the day-to-day perations and finance activities, in addition to my base responsibilities.

Senior Business Process Analyst

Confidential

• Confidential is a large, privately held, international business with over 700 employees. They have varied interests. Their portfolio of businesses includes: Retail, Finance, Construction Services, Real Estate, Real Estate
• Development, and Technology.
• Authored our enterprise BPM program to include: framework, standards, procedures, and documentation for initiating and managing business process projects across our international locations.
• Project manager for concurrent technology projects in different departments - planning and defining scope; resource planning, time & cost estimates, budgeting, documentation, reporting, day-to-day management of project team.
• Evaluated projects to see if they were a good fit for Appian. Then prioritized them and created project briefs, documents, KPI’s, and other metrics to measure success.
• Conducted workshops with executives, business unit leaders, and key stakeholders to define “As-Is” business processes and formulated their transformed/automated processes.
• Gathered and documented functional and technical system requirements to design Appian solutions - including process diagrams, user stories, UI wireframes, mockups, data models, and data dictionaries.
• UAT- created and conducted UAT with the various user groups. Documented results and communicated them with the development team. Prioritized and worked through bugs, changes, and enhancements.
• Training- Created training manuals for each application and trained the users.
• Appian Admin- Supported the business users once the application went live with daily admin activities, troubleshooting issues, and general help.
• Received official Appian designer training and advanced training. Although, I am not a developer, I have developed Appian applications that are still in use today. I think this gives me a unique perspective when designing solutions, because I know how they are built. It allowed me to learn the functionality in a way that may not have been possible without actually knowing how to develop it.

Chief Operating Officer

Confidential, Tampa, FL

• Unthink was a start-up social media company with 2.5 million in initial funding. We had a team of 50 developers located in India, investors in London, board members worldwide, and our core team in Tampa.
• Oversaw the management, operations, and coordination of staff across the globe to launch our product.
• Worked with our CTO and team leads to ensure compliance to timelines, quality standards, adherence to business/technical requirements and our CEO’s vision despite time zone/distance chal enges.
• Designed our merchant account and banking structure for complex international e-commerce system to safeguard against currency fluctuations and limit fees. Spearheaded the procurement of 33 merchant accounts and merchant gateways globally.

Corporate Controller,

Confidential, Minneapolis, MN

• Multi-state publisher of over 20 different magazines titles focusing on lifestyle, business, and travel.
• Responsible for financial records, payroll, banking and daily operation of the accounting department and staff.
• Prepared reports, budgets, and financial statements to CFO.
• Shortened month-end close by 6 days by restructuring accounting department staff, revamping procedures, and introducing new technology.

Managing Partner

Confidential, Saint Paul, MN

• Staffing company that specialized in marketing personnel and promo models for Fortune 500 Companies such as
• Coca-Cola, Jose Cuervo, and Sports Illustrated.
• Interacted with high-profile client/brand accounts.
• Created business systems and implemented technology to manage thousands of staff and events simultaneously vacross the country from one central location.
• Set-up payroll in 35 states, which meant registering for state ids, local payroll taxes, and state insurances.

Director of Finance & Accounting

Confidential, Minneapolis, MN

• Responsible for directing all accounting and finance functions including establishing and maintaining the organization's accounting principles, practices, and procedures.
• Designed standardized templates to streamline the budgeting and bidding process for complex projects ($5 - 10million).
• Trained and evaluated Program Managers to ensure they were on budget, on time, and profitable.
• Ensured compliance with the Master Services Agreements of our Fortune 500 clients to include program accounting/expense procedures, insurance requirements, staff, and documentation requirements.
• Prepared financial statements and management reports, cash flow statements, program budget variances and margin.