SUMMARY:

• 15+ years of full project life cycle ownership, delivering multiple, simultaneous projects for marketing, sales operations, finance, customer success, audit:
• Ability to create detailed program plans, which include proper work breakdown structures, success metrics and align key stakeholders with Gantt charts, roadmaps, and other presentations
• Proficient at managing project scope, execution, change management, and success measures
• Ability to manage outcomes to resolve issues, conflicts, dependencies
• Proficient at developing proposals, documentation, and presentations for multiple audiences, including project team, sponsors, senior leaders
• Ability to align efforts of disparate groups, including remote/geographically dispersed team members, to achieve a common goal
• Skilled at influencing product teams and driving them via their development cycle to deliver on schedule and to expectations
• Proficient at assessing ambiguous problem spaces, conducting impact analysis, and scoping the problem domain
• Ability to manage vendor relationships and resources
• Excellent decision - making and leadership capabilities
• Managed project team sizes from 5 to 15 resources and budgets from $1M to $30M
• Manager at Deloitte Consulting and Senior Manager at KPMG World Class Finance Practice

VENDOR TOOLS IMPLEMENTED BY CATEGORY:

ERP Vendors: SAP S/4 Hana, Oracle 11i, Oracle Cloud, NetSuite, Workday

CRM: Oracle Cloud, Confidential Sales Cloud

CPQ: Confidential, Apptus, Zuro

CPM: OneStream, Anaplan, SAP BPC

CLM: Conga

Scope of Process Delivery:

Order to Revenue & Cash: Accounts Receivable, Charge Generation, Invoice Production, Payment Services, Revenue, Accounting, Order & Subscription Management, Credit Management

Record to Report: General Ledger, Close & Consolidation, Fixed Assets, Intercompany, Financial Statement, Cash Management, Tax, Treasury

Procure to Pay: PO Management, Operational Purchasing, Invoice & Payables, Vendor Management, AP Close, Recurring PaymentManagement

Project Management Tool Proficiency: Smartsheets, Jira, MS Project, Planview, SharePoint

Productivity Tools Proficiency: MS Office Suite, Google Suite

Implementation Methodologies: Deloitte Agile for SAP, SAP Activate, Agile/Scrum, and Hybrid

PROFESSIONAL CONSULTING EXPERIENCE:

Program and Project Manager

Confidential, San Jose, CA

Responsibilities:

• Led SAP S4/Hana phase 0 program with the functional scope of S/4Hana finance simplifications, core finance building blocks, and system driven automation.
• Led creation of SAP S4/Hana RFP and selection of Deloitte as the system integrator to implement lead-to-revenue.
• Delivered global SAP Concur program.

Program and Project Manager

Confidential, San Francisco, CA

Responsibilities:

• Led 15M end-to-end finance transformation project supporting Confidential in becoming the industry leader by designing processes and system.
• Led team of 42 members implementing financial planning and reporting system, using OneStream, to modernize finance, simplify corporate performance management, align financial consolidation, planning and reporting as a replacement for Hyperion

Program and Project Manager

Confidential, San Francisco, CA

Responsibilities:

• Enterprise Transformation, Architecture, & Systems Selection
• Led ERP, CPQ, and billing selection and implementation.
• Delivered integrated CRM, CPQ, Billing & ERP. Provided change management that connected sequence of change events across all elements of the plan to drive benefit realization.
• Built Confidential CPQ project estimating model for scoping, development, migration, QA, and integration

Program and Project Manager

Confidential, San Francisco, CA

Responsibilities:

• Completed ERP transformation roadmap.
• Aligned Minimum Viable Product and addressed implementation gaps.
• Scheduled and executed solution-driven lead-to-revenue workshops.
• Established comprehensive change management office to support the business through change and resistance to change.

Program and Project Manager

Confidential, San Francisco, New York

Responsibilities:

• Completed ERP transformation roadmap.
• Aligned Minimum Viable Product and addressed implementation gaps.
• Scheduled and executed solution-driven lead-to-revenue workshops.
• Established a comprehensive change management office supporting the business through change and resistance to change.
• Delivered single Order-to-Cash services function serving all North America revenues, with a single invoice and A/R platform.
• Facilitated vision sessions to align corporate vision and growth objectives.
• Advised and facilitated ERP & CPQ vendor and solution selection.
• Performed Cross-Project Management:Project Plans & RAID - Status Meetings & Cadences - Project Communication Channels - Resource Management - Budget Management - Reporting.

Program and Project Manager

Confidential, San Jose, CA

Responsibilities:

• Executed rolling program of change management across shared order-to-cash services for 20+ business units.
• Delivered ERP, CPQ, and Billing selection and implementation.
• Defined and managed overall decision framework and escalation process, onboarding, and roadmap management.
• Quickly consolidated multiple projects into an uncomplicated high-level view and aligned them on a single executive slide.

Program and Project Manager

Confidential, San Francisco, CA

Responsibilities:

• Led implementation of a reseller structure that supported 10B+ Company.
• Led change of the current structure to locally contract and invoice for certain Confidential countries including creating a new finance entity that allowed for efficient access to the resulting increased number of cash balances.
• Supported case volumes related to billing issues reduced by 30%.
• Time to resolution also improved by 30%.