A resourceful, disciplined, agile professional with an enthusiasm to take on new opportunities and challenges quickly and deliver success.
Overview
22
22
years of professional experience
Work History
SENIOR PROJECT MANAGER, IT AND CLIENT SERVICES
Group HEALTH Benefit Solutions
01.2022 - 04.2024
“Showcasing my project management brand within a new company”
Quickly solidified a reputation for delivering large-scale, cross-functional projects, both in-flight and from initiation
Acquired a team of 4 in our Project Management Office (PMO) and focused on brand development and a collaborative coaching culture, resulting in a promotion of key team members
Software Implementation: Assumed and quickly executed the migration from CRM on-premises to Dynamics 365 Cloud Project, delivering $600k annual, revenue savings
Automation Project: In parallel, initiated and successfully launched a process improvement project (Billing Automation), which also yielded a saving of $1.8M in projected new hires
Product Development: Managed proof-of-concept projects, following agile methodology, from the development of a new, insurance benefit product to the creation and launch of a new, digital access platform for clients to purchase our new products
PMO Establishment: Redesigned PMO artifacts and templates for ease of use and easy, new team member onboarding
Emotional Intelligence Expert: Established and strengthened partnerships with Project Sponsors, built relationships with external IT vendors, stakeholders, and developers, and supported teams to develop, test, and deploy initiatives
Oversaw a portfolio of vertical and horizontal integrated projects, spanning multiple business units and functions
Facilitated workshops to design, drive, and approve our annual, departmental project roadmap, including high-level timelines, assigning effort, and resources as well as documenting and measuring targeted ROI by project
Hand-selected to help launch a Transformation Office while driving the strategic
PARLEE TO MANAGERt@ GREAT IN TEGUNEjects including:
ERP Costing Conversion: Provided executives with significant, detailed insight into manufacturing “Proven track record of leading business and technology projects” efficiencies by leading the Finance workstream in the Oracle ERP conversion from average to standard On-time, on-budget project delivery for multiple large-scale, transformation projects including: Function, from 11 locations to 1
SHARED SERVICES MANAGER'S CREATION TECHNOLOGIES seonmalation ramdosigg-off May 2019 in only 9 months
The project delivered significant efficiency gains and labour cost arbitrage, which was Panismiskiseh between prajito QuickBooks to Oracle in only 6 weeks re-invested into higher service quality LeBlank elanaansitione doaunishedcainda samaaleitadcarumeg Passi bee Branakimtina a sitiens poejekt am panaMelxwith several
Software and Policy Implementation: Implemented Concur expense, FCM Travel support software, as Reechessa ginsenoj@asam structure to deliver a new, continuous improvement vision supporting corporate well as upgraded travel policy to reflect new efficiencies and savings strategy
This change resulted in two team member promotions and a process improvement mindset
Forecasting and planning: Developed, monitored, and presented the Finance Team budget and forecast
Worked with VP to build project impact into the budgeting and planning process
PROJECT LEAD/ACCOUNTANT/AR TEAM LEAD
CREATION TECHNOLOGIES
06.2011 - 03.2016
“Highlighted a range of skills with leading projects”
Led and managed the IFRS conversion project, adapting and changing financial statements from Canadian GAAP to IFRS
Created a business case and project plan to revamp the intercompany receivable and payable process and settle over $10M in intercompany balances
Rolled out a new process to create, update, review, and monitor monthly General Ledger reconciliations
“Focus on growing leadership skills and executed major process improvements”
Led a staff of 5 in the Accounts Receivable function process including monthly strategic planning with management reporting to the company controller
Created and implemented a 3-month action plan to settle and recover $1.5M receivable balance from the customer
Established and rolled out a detailed process to monitor fraudulent cash card activity, which yielded a recovery of CAD 20K stolen funds within the first three months of implementation
Technical Coaching Analyst/Quality Review at New York Life Group Benefit SolutionsTechnical Coaching Analyst/Quality Review at New York Life Group Benefit Solutions