Functional Skills
Project Management
Post-Merger Integration
Finance Transformation
Program Management
Integration Management (IMO)
PMO Transformation
Operational Transformation
Software Skills
Microsoft Excel
PowerBI
Microsoft Office
Microsoft PowerPoint
Sector Experience
Automotive
Consumer Goods
Life Sciences & Pharma
Manufacturing
Technology
Notable Clients
AbbVie
Georgia Pacific
HSBC
Johnson & Johnson
T-Mobile
Big 4 Accounting
Top Consulting Firms
Experience
Independent Consultant
Management Consulting
Program Manager
12/2024 - Present
Program Manager for a $7M cost reduction program
Overseeing global SAP implementation, large scale system rollouts, and global org redesigns
Supported project planning, budgeting, resourcing, and executive reporting across enterprise-wide initiatives
Overseeing global SAP implementation, large scale system rollouts, and global org redesigns
Supported project planning, budgeting, resourcing, and executive reporting across enterprise-wide initiatives
Independent Consultant
Management Consulting
Coupa Procure to Pay Implementation Project Manager
3/2023 - 11/2024
FinOps Transformation Lead & Coupa Procure to Pay Implementation Project Manager
Conducted end-to-end FinOps assessment identifying cost reduction & process streamlining opportunities across O2C & P2P processes.
Developed cost benefit analysis and program roadmap with prioritization and sequencing of key initiatives
Developed and managed the project plan, budget, resource allocations, status meetings, RAID Log, and key project deliverables; presented monthly updates and strategic recommendations to Executive Steering Committee
Conducted Coupa-Oracle system design and mapping workshops to ensure robust system integration
Assisted in development of org-wide communications, training materials, supplier enablement strategies, change management, & Hypercare
Conducted end-to-end FinOps assessment identifying cost reduction & process streamlining opportunities across O2C & P2P processes.
Developed cost benefit analysis and program roadmap with prioritization and sequencing of key initiatives
Developed and managed the project plan, budget, resource allocations, status meetings, RAID Log, and key project deliverables; presented monthly updates and strategic recommendations to Executive Steering Committee
Conducted Coupa-Oracle system design and mapping workshops to ensure robust system integration
Assisted in development of org-wide communications, training materials, supplier enablement strategies, change management, & Hypercare
PricewaterhouseCoopers (PwC)
Management Consulting
Manager, Finance Transformation & Post-Merger Integration
11/2019 - 10/2022
Lead global Order-to-Cash (OTC) Project Manager for $60B+ post-merger integration (PMI); conducted various project management activities including project plan development, budgeting, cross-functional workshop coordination, material preparation, communication planning, status reporting, and risk mitigation/resolution
Conducted end-to-end OTC assessments; identifying pain points and opportunities for process, resource, and system optimization, in addition to recommendations for digital automation
Developed workshop materials (i.e. interview questionnaires, process flows, etc.) and led multiple deep-dive process specific workshops to determine key process and system variants; conducted FTE analysis to determine opportunities for cost / labor reduction
Conducted end-to-end OTC assessments; identifying pain points and opportunities for process, resource, and system optimization, in addition to recommendations for digital automation
Developed workshop materials (i.e. interview questionnaires, process flows, etc.) and led multiple deep-dive process specific workshops to determine key process and system variants; conducted FTE analysis to determine opportunities for cost / labor reduction
Independent Consultant
Management Consulting
PE Order to Cash Carve Out Lead
4/2018 - 2/2019
Private Equity carve out and stand-up of an order-to-cash (O2C) process for a $2B medical device subsidiary of J&J
Established an operationally ready organization that is set up to receive orders, ship products, invoice customers, collect receivables, and apply cash
Performed staffing level assessments and aligned with Shared Services/GBS build out in order to optimize resourcing
Conducted system and license rationalization as well as developed future state process documentation to ensure business was fully integrated
Established an operationally ready organization that is set up to receive orders, ship products, invoice customers, collect receivables, and apply cash
Performed staffing level assessments and aligned with Shared Services/GBS build out in order to optimize resourcing
Conducted system and license rationalization as well as developed future state process documentation to ensure business was fully integrated
Independent Consultant
Management Consulting
Finance Transformation Independent Consultant (Georgia Pacific)
1/2017 - 4/2018
Led a team of 15 through a complex implementation of a billing & payment solution (Billtrust) utilized to accelerate payments, optimize payment management, and establish a centralized invoice repository
Led a Finance Transformation Assessment to identify and prioritize order-to-cash process improvement opportunities; developed and presented a detailed roadmap to senior executives to secure buy-in
Developed complex business case to assess cost-benefit analysis for Working Capital impact of acceleration of receivables and invoice-to-cash process optimization
Led a Finance Transformation Assessment to identify and prioritize order-to-cash process improvement opportunities; developed and presented a detailed roadmap to senior executives to secure buy-in
Developed complex business case to assess cost-benefit analysis for Working Capital impact of acceleration of receivables and invoice-to-cash process optimization
The Hackett Group
Management Consulting
Senior Consultant - Finance Transformation
5/2014 - 12/2016
Performed full-scale SG&A Transformational Benchmarks, including data collection and in-depth analysis across Finance, specifically, end to end order-to-cash process.
Developed comprehensive business case, conducted executive interviews, and created a road map prioritizing initiatives based off extensive workshop discussions
Assisted in a current state assessment of a global Shared Services Center and established recommendations for increased labor efficiency and effectiveness
Developed comprehensive business case, conducted executive interviews, and created a road map prioritizing initiatives based off extensive workshop discussions
Assisted in a current state assessment of a global Shared Services Center and established recommendations for increased labor efficiency and effectiveness
Ernst & Young (EY)
Management Consulting
Senior Consultant - Finance Performance Improvement
3/2011 - 4/2014
Developed in-depth current state assessment of a complex finance operating model and proposed a future state operating model leveraging Shared Services to reduce significant costs out of the business
Integral member of team implementing BlackLine (account reconciliation tool); assisted with the development and design of the reconciliation configurations resulting in reduced cost and optimizing the Close process
Integral member of team implementing BlackLine (account reconciliation tool); assisted with the development and design of the reconciliation configurations resulting in reduced cost and optimizing the Close process