SUMMARY:

Management Consultant Professional with over 20 years of experience in consulting and project management focusing in Technology (SaaS, Cloud, Security), Biotech and Financial Service industries with an expertise in Software Development, Business/Financial Transformation, M&A/Divestiture, and Process Analysis and Improvement. Professional who has provided strategic insight to his clients, focusing on business transformation through integration and technology alignment to maximize customer’s return on investments.

CORE COMPETENCIES:

M&A || Divestiture || Cutover and Carve Out Strategy || Business Process Management || Program and Project Management || Project Management Office || Agile || ScrumMaster || Portfolio Program Management || Strategy Management || Consultative and Advisory Leadership || Software Development Life Cycle (SDLC) || Change Management || Six Sigma

TECHNICAL SKILLS:

Methodologies: Six Sigma, IT Lean Management, Business Model Development and Generation, Agile Software Development Methodology (Scrum, XP, Lean), Project Portfolio Management

Skills: Project Management, Program Management, Change Management, Organizational Effectiveness, Strategic Sourcing, CFO Methodologies, Value Engineering, Demand Management, Business Case Development, Day One and Cutover Preparative, Corporate Financial Management, Customer Analysis, Survey Analysis

Systems/Apps: Oracle EBS, SAP, Hyperion, JIRA, Confluence, Microsoft Office Suite including Projects, Visio and SharePoint, SmartSheet, ALM (Application Lifecycle Management)

EXPERIENCE:

Confidential, Hercules, CA

Sr. Staff Project Manager / Agile Practice Leader

Responsibilities:

• Designed the strategic direction and tactical plan to accomplish the project deliverable
• Ensured the customer’s needs are addressed and delivered
• Provided the strategic guidance, rolling out programs
• Managed internal, business, and consultant teams responsible for the delivery of critical task for the projects
• Managed contractual agreements
• Identified and resolved issues and roadblocks in a timely manner to minimize the impact on the project timeline and deliverables
• Lead cross - functional project team to implement a SaaS financial management tool
• Directed the Record to Report SAP project and deliverables over multiple releases
• Implemented SaaS financial management tool phase 2 utilizing the Agile methodology

M&A Integration Readiness Consultant

Confidential, Mountain View, CA

Responsibilities:

• Led integration readiness team during pre- and post-cutover (combining multiple ERP platforms)
• Led Change Management regional teams in managing change impact and challenges
• Provided centralized leadership to business owner across 14 different projects and numerous organizations
• Created readiness plans for businesses impacted by implementation of new technologies
• Prepared executive readiness reports on the effectiveness of meeting the go-live timelines, by gathering critical information to support project goals and objectives

ScrumMaster ERP and Financial Systems Integration

Confidential, Mountain View, CA

Responsibilities:

• Led Agile Financial systems IT integration project (ERP, RevPro, Sabrix, Virtual Trader)
• Worked closely with product owners to better understand requirements and define needs post integration
• Facilitated daily standups to keep initiative on track, minimize impediments and project blockers
• Utilized JIRA and user stories to track progress and defects

Sr. Project Manager

Confidential, Concord, CA

Responsibilities:

• Managed multiple digital projects - online and app banking
• Managed cross-functional teams from IT, BA’s, Architects, Software engineers, and product owners

Sr. Agile Project Manager Software Engineering (SaaS)

Confidential, Burlingame, CA

Responsibilities:

• Successful managed a distressed project to go-live deployment
• Leveraged the Agile methodologies internally and combined Waterfall project approach to match the client’s processes
• Utilized Software Development Life Cycle methodologies
• Created JIRA user stories and Confluence wiki
• Developed Executive level communications include critical timelines, budgets, RAID (Risk, Action, Issues, Dependencies), recommendations and next steps

Sr. Project Manager

Confidential, Thousand Oaks, CA

Responsibilities:

• Co-developed the Enterprise Learning strategy to launch globally new goals and objectives (presented to the CEO and leadership team)
• Managed the Governance and Business Planning work stream
• Identified and agreed on success indicators for change, developed plan to regularly measured and reported on (metrics and KPIs)
• Developed Post Go-Live Procedure documents incorporating new methodologies
• Created change management documentation and the “how to” communicate changes to functional leads

Sr. Project Manager

Confidential, New York, NY

Responsibilities:

• Prepared Board ready detailed business cases for executive leadership teams
• Developed business case benefit models by technology product solutions by micro-vertical
• Created an in-depth business case deliverable quantifying the financial savings, financial benefits (ROI, NPV, IRR, MIRR and Payback scenarios), improvement opportunities and total cost of ownership

Sr. Project Manager

Confidential, Costa Mesa, CA

Responsibilities:

• Led Finance Transformation initiative to re-engineer regional processes, such as Revenue Reporting, Hyperion Planning, Sales Incentive, Prospect to Cash, Shared Service Center Accounting (off shore) and Finance Organization.
• Developed the scope and objectives for the program, in conjunction with the program leader and regional NA Finance Council
• Prepared and presented program materials for review and buy-in from the NA Executive Finance Council (CFO, EVP and SVP, Executive sponsor)

Sr. Project Manager

Confidential, Pasadena, CA

Responsibilities:

• Managed the Global Corporate Financial Systems and Application divestiture project for the global technology group in preparation for Day 1 readiness
• Developed detailed stand-alone cost structure for separated entities
• Prepared separation processes for HR, Payroll, Operations, and IT impacting divested employees
• Developed separation structure and processes to follow for day 1 carve out
• Worked with key executives and sponsors communicating project progress, activities complete, challenges, milestones and s through weekly and monthly status meetings
• Recommended pre- and post-carve out strategies including exit strategy, communication planning, command center preparation, check list, mock carve out testing, project closure, post mortem and lessons learned, TSA.

Customer Value Program Director

Confidential

Responsibilities:

• Analyzed the financial impact these recommended solutions would provide. Conducted variance analysis showing the delta against benchmark/best practice standards, highlighted root cause and potential financial improvement savings from implementing technology solutions.
• Purposed potential strategic benefits and process improvement opportunities that the solutions would provide and how it would directly help solve the immediate business issues
• Created in-depth business case deliverables quantifying the financial savings, financial benefits (ROI, NPV, IRR, MIRR and Payback scenarios), improvement opportunities and total cost of ownership
• Created and delivered executive and Board of Directors level business cases

Confidential

Principle, Value Engineering

Responsibilities:

• Created demand generation strategic offerings centered on the development of the outside-in, value proposition and/or high level business cases; these offerings helped the account team penetrate net-new or current accounts with a tailored value based message
• Developed deal execution business case studies that monetized the benefit opportunities, quantified financial benefits (ROI, NPV, and Payback), and assessed the Total Cost of Ownership for the client
• Led the project team and the client to identify specific pain points, business challenges, and purposed potential strategic benefits and improvement opportunities