Functional Skills

Business Analysis
Business Unit Strategy
Change Management / Org Design
Learning & Development
Operational Efficiency
Organizational Design
Process Design / Re-engineering
Program Management
Risk Governance
Operational Transformation
PMO Transformation
Future State Organizational Design
Workshop Facilitation
Leadership Development
Organization Development

Software Skills

Jira
Microsoft Excel
Microsoft Excel Macros
Microsoft Office
Microsoft PowerPoint
Microsoft Project
Microsoft Visio
Microsoft Word
Monday
ServiceNow
Sharepoint
Smartsheet
PowerBI
Microsoft Power Automate
Confluence

Certifications

CMSChange Management Specialist
PMPProject Management Professional
PCCPProsci Certified Change Practitioner
Six Sigma Black Belt

Sector Experience

Business Services
Healthcare
Manufacturing
Real Estate
Technology

Languages

English

Countries Worked In

CA IN MX PH US

Notable Clients

BlueCross BlueShield of MN
Daikin Applied Americas
Optum
RB Global

Experience

RB Global Management Consulting
Strategic Portfolio Management Consultant
7/2025 - 1/2026
• Engaged to design and operationalize a Strategic Portfolio Management Office from the ground up.
• Delivered governance models, intake workflows, staffing strategies, and executive reporting within the first months of engagement.
• Led hiring and onboarding of portfolio staff, ensuring rapid productivity and cultural alignment.
• Enabled leadership with real-time portfolio visibility and actionable insights using Microsoft Power Platform solutions.

Daikin Applied Americas Operations
Sr. Manager, Enterprise Portfolio Management Office
10/2023 - 6/2025
• Built the EPMO from the ground up, including charter development, governance structures, and project pipeline management.
• Developed and deployed PowerApps-based intake and tracking system, paired with Power BI dashboards to provide real-time insights to executives.
• Led annual strategic planning facilitation with the ELT, bridging site-level plans with enterprise goals.
• Partnered across the C-suite to align portfolio priorities with resource availability, outcomes, and value.
• Maintained EPMO continuity during leadership transition and advocated for reporting structure to maximize strategic visibility.

SIVO Insights Design
Process Improvement/CRM Developer Consultant
4/2018 - 12/2023
• Delivered process improvement and platform optimization initiatives, including Podio CRM and SharePoint, enhancing team collaboration and tool adoption.
• Ensured smooth data migration and user transition during system decommissions and upgrades.

Ritchie Bros. Auctioneers Corporate Strategy & Development
Process Improvement Consultant
5/2021 - 8/2022
Chief People Officer engaged my services to propose a solution to excessive overtime.
• Toured North American facilities identifying areas of non-standard and overlapping work
• Created and presented a custom path to improve role clarity and standardized work by implementing a matrixed organization to help ease the transition to a functional organization

Allina Health Management Consulting
Process Improvement Consultant
4/2018 - 5/2021
Senior Vice President engaged my services to take advantage of my change management expertise.
• Managed 100+ people in 6 functional areas, while decreasing $15MM budget by more than 15%, expanding the customer base, increasing quality, improving efficiencies, and adding new modalities
• Analyzed departmental breakdowns to create and implement a consolidated functional structure to gain efficiencies and improve the team’s effectiveness
• Increased departmental usage of ServiceNow and MS Suite

BlueCross BlueShield of Minnesota Operations
Senior Project Manager
2/2018 - 10/2018
PMO Based Projects: Length: 2-10 months | Team sizes: up to 17 (internal and external) | Nature: Process Continuity, Implementation, Data Analysis, SharePoint Design
• Created and led the strategy for provider abrasion analysis including the provider reimbursement, medical policy, prior authorization comparisons and budgetary impacts.
• Led the Finance, Stars, HEDIS, Risk Adjustments, and some of the data exchange tracks.

Optum (A UnitedHealth Group company) Operations
Program Manager
6/2016 - 6/2017
PMO Based Projects: Length: 2-18 weeks | Team sizes: 2 to 6 | Nature: Customer Support Team, Process Improvement, Cost Savings
• Restructured processes for Contracting, Operations, and Billing to improve invoicing
• Formulated pathway to reduce agent dropped calls
• Launched coaching program to improve supervisor accountability
• Sub-projects: invoicing/billing, reporting, telephony systems, operations, real estate, and security

Regis Corporation Human Resources
HR Business Process Consultant
8/2015 - 7/2016
Chief Human Resources Officer sought my expertise to evaluate the current operating structure, identify areas of inefficiency, and implement solutions for company to save time, money, and people power.
• Engineered HR transformations by implementing ServiceNow that saved $120K annually

Cargill Human Resources
HR Process Lead
8/2014 - 8/2015
PMO Based Projects: Length: 2 weeks to 9 months | Team sizes: up to 16 | Nature: Process Work (Creation, Documentation, Training, Implementation, and Improvement), SharePoint Design / Development
• Streamlined workflows for SuccessFactors and SAP with annual compensation processes
• Facilitated annual global compensation workshops while producing Standard Operating Procedures and Work Instructions, Key Performance Indicators, and Service Level Agreements

Express Scripts Information Technology
Senior Project Manager
6/2011 - 6/2012
PMO Based Projects: Length: 3 to 16 months | Team sizes: up to 25 (On and Offshore)
Methods: SDLC, Waterfall, Agile | Nature: Implementation, System Enhancement | Budget: $300K to $2.5M
Adept in the management of $2.5+ million PMO based projects, within an Agile environment, that come in within tight deadlines and budget constraints along with a strong understanding of database technologies, software development, web-based application design, and object-oriented programming.