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Click here or scroll down to respond to this candidateCandidate's Name
Charlotte, NC (Street Address ) 412-0674 EMAIL AVAILABLE https://www.Candidate's Name
TOP TIER PM / CM and Agile Coach CUSTOMER STRATEGY and CXO ENGAGEMENT DURING DELIVERYMBA, PMP, SPC, CMP and ITILAgile Transformation Strategist, Financial Project Manager with Change Management who merges foundation in finance and accounting with expertise in business process improvements and digitalization of back-office workflows to accelerate profitability and growth across diverse business sectors. Trusted advisor to C-Suite leaders, and early adopter of emerging technologies, who provides clients with a competitive edge.Strategic Transformation Change ManagementSupported Mega Project for Fortune Street Address organization valued at up to $1.3B. Designed digital transformation and business improvement projects from the ground up to reinvent and transform processes and optimize customer engagement via best practices and Agile frameworks.C level Executive Communication and experience. Keen ability to manage and build CXO relationships during deliveryExperience in C level executive communication, and experience & ability to manage and build CXO relationships during delivery is preferred.Emerging TechnologyBlockchain Expert and helped to pioneer the Distributed Ledger Payment Commitment (DLPC), which was adopted by the European Union (EU) in 2022.Artificial Intelligence (AI) Machine Learning (ML)Commercialized AI-based advanced data capture solution for one of the worlds largest trade banks.Team Building and Leadership Talent ManagementBuilt and led world-class domestic and global remote innovation teams of up to 100+ across North America, Asia Pacific, and Europe.Strengths That Deliver Stakeholder ValueTransformation Strategist Change Management Project Management Finance and Accounting Financial Planning and Analysis (FP&A) Continuous Process Improvement SAFe Project Design and Consulting ERP Digital TransformationComplex Problem Resolution Cross-functional Collaboration Communication Skills Writer Author Blogger Podcast Creator and HostProfessional ExperienceTHINK GREEN ADVISORS - Charlotte, NC 2022 - PresentFounder PresidentLaunched boutique consulting company offering DEI/ESG/sustainability and change management services. The most frequently requested services include: 1) detailing process mapping of back-office accounting and finance for large-scale ERP transformations; 2) setting up a PMO office to consolidate teams and work efforts; 3) optimizing the use of ERPs such as SAP and Oracles NetSuite, PM/CM, Agile frameworks, methodologies, and best practices, and 4) advising on the selection of AI software to accomplish advanced data capture, data extraction via templates and translation tasks.Creator and host of the 'Think Green Think Tech' podcast which airs on YouTube and WinWinWomen TV channel.Representative ProjectsTIAA: Highly Confidential Project for Fortune 100 Financial Services Firm (Sept 2023 - May 2024)Served as Prosci-certified Enterprise Change Management Office (eCMO) practitioner and senior consultant on $1.3B+ "mega" transformation project.Co-created and led internal and external training and learning plan; leveraged Camtasia video editing software to deliver specialized content to Communications team.Supported complex and nuanced project with high levels of ambiguity.Built world-class team via application of change management frameworks, practices, and principles.Aligned project team, corporate leaders, and associates in transforming antiquated back-office processes globally; supported fast-tracking project from 4 years to 2 years.Carrier Corporation: Project Neo for Fortune 500 Manufacturing Firm (Oct. 2022 Apr 2023)Supported $300M ERP SAP Transformation project as Organizational Change Management Lead and Agile Coach; developed and delivered Board-level communications around strategy and performance.Developed training plan for Carriers Commercial HVAC plant that became template for Carrier Corporations SAP future rollouts at 34 business units and plants worldwide.Assembled world-class ERP 6.0 SAP project team with Business Owner, providing SD and FICO module expertise, in addition to Accounting and Finance proficiency.CGI, Charlotte, NC 2016 - 2022Director, Trade Innovation LabDirected global, cross-functional, virtual teams of CGI Banking, IT, and Government sector internal experts to support product led growth of CGI's Trade360 SaaS solution which capitalized on emerging technology and innovation.Advised banking clients, such as HSBC, MUFG and top 7 Canadian Banks, on Fintechs, emerging technologies and latest marketplace trends to outperform their competition.Key member of Leadership Team tasked with defining the Trade360s vision and strategy including, productizing, pricing, monetizing, and marketing product and service offerings.Managed sub-P&L within $46M annual top-line revenue target, achieving YoY corporate margin mandates.Commercialized Conpend BVs TradeAI advanced data capture software including AI-powered Machine Learning (ML) and Natural Language Processing (NLP).-Led team to craft and deploy customized models, negotiated contract terms to monetize APIs, incorporated data ownership provisions, enhanced security and risk mitigation procedures.-Achieved goal by focusing on straight-thru processing (STP) processing steps, trade document templates, key data field lifts, recognition capabilities and enhancements.ROBERT HALF MANAGEMENT RESOURCES, Charlotte, NC 2015 - 2016PMO Lead Senior ConsultantLed Project Management Office (PMO) and delivered solutions, value, and innovation to re-insurance clients across Asia-Pacific, Japan, and European regions.Representative ProjectsSompo Japan AmericaPartnered with US CFO in directing six, confidential projects ranging from $300K to $900K within a matrixed and geographically diverse reporting structure.Managed team of onsite consulting professionals serving dozens of Fortune 100 re-insurance customers, achieving ~$10M in annualized services revenue at ~40% operating margin, bolstering the US-branchs portfolio and establishing new service lines.SCOR Global Life AssuranceAssisted US-branch office CEO and CFO with large-scale, confidential transformation project.Re-engineered project plan baseline and re-issued international secondary life insurance treaty agreement to fast track labor arbitrage project.-Expedited $210M letter of credit renewal, per the new terms.-Supported CFOs reduction of labor costs by ~$14Ma 60% reductionwithin six months.WESTERN DIGITAL (previously HGST, Inc)., San Jose, CA 2013 - 2014Site Director Senior Manager, Global Customer Credit and Channel DistributionOversaw $11B Quote to Cash (Q2C) portfolio and served as Second Line Manager to global team of 40 across three US locations. Managed multiple strategic global projects, ranging from $100K to $2.4M during period of merger and transformation. Reported to VP, FP&A.Instituted IT change requests resulting in system updates and process improvements that enabled consolidation and transfer of 100-person workforce to the Philippines.Achieved lowest days sales outstanding (DSO) in company history; received companys Hi 5! Award for $5M recovery.Integrated two Q2C acquisitions and associated inventories, from Accounting and IT perspectivesCompleted Oracle ERP, Zyme SaaS Sales Program, and Global Channel Sales Distribution Platform projects, streamlined inventory elevating efficiency by ~40%.Partnered with internal auditor to ensure GAAP and IFRS revenue recognition compliance.Early ExperienceLAVANTE, INC.Director of OperationsVC-funded Silicon Valley startupSEAGATE TECHNOLOGY LLCSr. Manager, Corporate FinanceOracle Q2C - Delivered World's 5th global "Cross Border" Supply Chain Financing (SCF) ProjectIBM GLOBAL FINANCINGManager, Global Credit MethodologyCo-designer and Business Project Manager - Global Credit Solution (GCS) ProjectAdditional InformationEducationPh.D. in Applied Management and Decision Sciences (ABD) in FinanceWalden UniversityMaster of Business Administration (MBA) in AccountingMarist CollegeBS, Political ScienceUniversity of UtahSelected as 1 out of 10 students for internship National League of Cities and Towns, Washington, D.C.Professional DevelopmentHarvard Sustainable Business Strategy (2022) Harvard Leadership Training for Managers (2009) Big Blue' Manager Training - IBM (2002)CertificationsSAFe Project Consultant v5 & v6 (SPC) with teaching credential Prosci Change Management Practitioner (CMP) ITIL Foundation v4 Project Management Professional (PMP) Scrum Master Accredited Certification Six Sigma Green Belt CertificateTechnical ProficienciesERP SoftwareOracle Cloud and Cloud-based SaaS Solutions & Environments; Oracle modules FIN and SCM; SAP modules for end-to-end transactional flows: such as FI-CO, OTC, P2P, PP, WMS, QMS and others; Legacy ERPsProgramming LanguagesHTML / CSS, JavaScript, Python, R, Qlik SenseMicrosoft ApplicationsWord, Excel, PowerPoint, Project, SharePoint, Teams, Visio, AccessERP ImplementationsOracle R12 including processes and modules EPM, FCCS, EDMCS, ARCS, GL, AR/AP, Collections, Cash Management; NetSuite; SAP S/4 HANA, ECC 6.0, ECC 5.0, SAP R/3 4.5b/4.6C/4.7, SAP Web Application Server 6.4Middleware and ToolingOracle Fusion, SAP Solution Manager, SAP Enable Now, SAP CompanionCollaboration ToolsJIRA and Confluence; SharePoint Design/Build/Share for Project Communications and Record StorageEnablementServiceNowCRMSalesforce AppsAnalyticsTableau analyticsManagement; Relational Databases (DB2)Snowflake Schemas and Dynamic SQL, SQL-based Queries; Test Scenarios, Test Scripts, Test AutomationKnowledge DomainsProject Management; Change Management; SAFe/Agile Program Design; System Integration Planning and Data Mapping; E2E Test Management and Defect Resolution; SAPs Reports, Interfaces, Configurations, Enhancements, Forms, and Workflows (RICEFW); Portal Development and Refreshes; Data Management, Data Objects and BODs, Data Hubs; System Analysis and Software Troubleshooting; Release Management/EngineeringAdditional Deep KnowledgeBlockchain and Cryptocurrencies Exchanges; APIs; Artificial Intelligence (AI), Chatbots, Machine Learning (ML) and Natural Language Programming (NLP); Website and SharePoint Development; Quality Control; SDLC; ERP Strategy, ERP Integrations, ERP Implementations, Rollouts and Cut-over PlanningBoard ActivitiesFinTech Advisory Board MemberUniversity of South Florida (USF), Muma College of Business in Tampa. (Past)AwardsGlobal Women in Tech (W.I.T) AwardOne of only 13 women globally nominated for Women in Tech Award (London, UK) 2021 CGI's Bridge Builder Award recipient (2) "Best of CGI" Awards for project excellence pioneered Distributed Ledger Payment Commitment (DLPC), which was adopted by the European Union (EU) in 2022 |
