Managing Director, Delivery & Program Practice Leader
BDO USA
07.2018 - Current
Led strategic initiatives to enhance operational efficiency and drive company growth.
Developed and implemented comprehensive business plans to achieve organizational objectives.
Directed cross-functional teams in executing high-impact projects aligned with corporate strategy.
Oversaw financial performance, ensuring alignment with budgetary targets and profitability goals.
Cultivated relationships with stakeholders to support business development and partnership opportunities.
Mentored senior management, fostering leadership skills and promoting a culture of continuous improvement.
Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
Optimized resource allocation for improved efficiency and profitability across all departments.
Delivered consistent revenue growth by identifying new business opportunities and expanding service offerings.
Directed large-scale projects from inception to completion on time/budget with strict adherence to quality standards.
Championed process improvement initiatives to streamline workflows, reduce costs, and enhance productivity.
Promoted a culture of continuous learning by investing in employee development programs and resources.
Expanded market presence through successful negotiation of key partnerships and acquisitions.
Director of Corporate Development
Sentry Insurance
01.2013 - 01.2018
Defined, developed and rolled-out approaches, tools and processes that were used to support multiple diligence efforts and two company integrations.
Managed project plan activities of internal and external team members to ensure that diligence and integration steps were executed according to plan and within M&A Guidelines.
Implemented a dashboard that provided executives an efficient way to assess and monitor status during diligence and integration efforts.
Proactively identified, monitored and managed reporting on key open items, dependencies, risks and issues with steering committee; facilitating and escalating as necessary to obtain timely resolution without unnecessary delays to critical path activities for two major company integration projects.
Defined and maintained achievable transition and contingency plans, including development of agreed upon criteria and evaluation of readiness of the organization for transition to steady state with the integration efforts.
Worked closely with executives to create a brand new business unit within the company; involved supporting the establishment of new staff, system changes, organization processes, training and opening multiple offices.
Supported the commercial insurance pricing and product areas in developing a method to scope, estimate, plan, schedule and monitor critical projects; enabling improved visibility to leadership and ability for project teams to achieve a timely delivery.
Senior Manager
Accenture
01.2010 - 01.2013
Supported the overall release of a large company merger system integration effort totaling over $120 million and 450,000 hours; focused on finance, human resources and supply chain projects.
Established, communicated and monitored overall program release management objectives, roles, responsibilities, standards, procedures, and processes.
Identified critical application/system/deployment requirements; tracking completion per the deployment plan.
Levered previous experience in setting up a program management office to support daily operations providing clarity, ownership and real-time reporting of a 210,000 hour effort for human resources and legal teams.
Fortune 100 energy company with largest number of utility customers in the US and $33.5 billion in revenue
Project Management Office Lead
Accenture
01.2011 - 01.2012
Supported over 140 multi-company, multi-site resources through 12 months of the first of 3 releases totaling $65 million and 600,000 hours over 4 years creating a new SAP ERP system for the company’s finance, human resources and supply chain business.
Setup, configured, documented, communicated and managed program management procedures, processes and tools required to execute the day to day operations of the program, enabling: visibility and accountability, on-time performance, and resource optimization.
Reviewed the program estimates and estimating assumptions in order to produce program phase schedules, program metrics and program health required by the Program Managers and Co-Leads to manage the work activities.
Defined and managed resource management including roll-on, roll-off, staff plan maintenance, resource utilization, resource allocation to scheduled activity and invoice processing.
One of the nation’s largest public power utility providing electricity to 1 million people
Program/Project Manager
Accenture
01.2010 - 01.2011
Led a multi-site, a multi-company team of over 30 resources comprising 30,000 effort hours through the second release of a new program.
Responsible for overall project communications by reporting weekly project status, key dependencies, risks, issues and alignment of all critical work in order to successfully roll-out the second release into production.
Major U.S. electric and natural gas company with revenues of $11.4 billion and 5.6 million customers
Program Manager
Sentry Insurance
01.2007 - 01.2010
Managed over 60 team members to complete 7 individual projects totaling $17 million and 120,000 hours over 4 years which created 4 new data assets to support the company’s new claims, policy, billing and statistical applications and downstream reporting.
Responsible for financial accounting, forecasting and vendor management for all program projects.
Responsible for stakeholder and senior executive communications and relationship management.
Data Warehousing Implementation
Claims System Implementations
Sentry Insurance
01.2005 - 01.2007
Led the Business Architecture workstream in the first implementation of the new claims system. Managed 45,000 hours of work with a team of 40 resources to execute integration, system and performance testing.
Responsible for overall program communications to team of 200 resources to communicate current project status, ensure understanding of key dependencies and align completion of all critical work in order to successfully roll-out the new claims asset into production.
Led the Business Architecture workstream of over 30 resources and the Data Architecture workstream of over 15 resources through the Requirements and Design phases of the second implementation of the claims system.
Identified, created and implemented the first testing methodology and standards for all of Sentry’s strategic projects and became the expert in training and/or mentoring other project managers.
Manager
Accenture
01.1997 - 01.2005
Mobilized new application teams to the Co-Sourcing Delivery Model organization, processes, procedures and tools in order to leverage existing client IT personnel in achieving an ever changing inventory and eliminating the need to manage local variable staffing.
Supported and led 100 offshore development team members, managers, consultants and client IT personnel in the design and implementation of 60,000 hours of system changes within 12 months, resulting in a cost-savings of approximately $1.2 million.
Analyzed project trends related to cost of quality, cost of poor quality, and phase containment enabling introduction and implementation of process improvements for consistent estimating, accurate forecasting, concise reporting, appropriate risk mitigation and efficient project delivery.
Private account processing services company with 500 financial organizations customer base
Onshore Lead Manager
Project Manager
Accenture
01.2003 - 01.2004
Led 6 multi-site teams of 4 to 40 off-shore members, client technical analysts and business analysts in the design and implementation of 20,000 hours of production enhances and changes as part of standard bi-monthly releases to financial organization customers.
Process Analyst & Team Lead
Accenture
01.1997 - 01.2002
Led 3 application teams of client IT personnel in delivering conversion requirements for the gas-only utility merger, production fixes and production enhancements to the Customer Service Solution (CSS) system.
Co-led a strategic initiative to implement automated meter reading into the existing Customer Service Solution (CSS) system with client IT personnel and a third party vendor.
Transitioned client’s existing legacy or mainframe systems to Customer/1 Client/Server based application platform (Accenture customized Customer Service Solution system).
Large, multi-service utility with 2.0 million customer base
Education
Bachelor of Arts - Economics
Loras College
Dubuque, IA
Skills
Team collaboration
Client relationships
Acquisitions and mergers
Deliverables oversight
Cross-functional team leadership
Decision-making
Teamwork and collaboration
Process improvements
Performance evaluations
Mentoring and training
Business development and account management
Strategic planning
Project management
Budget development and management
Financial management
Certification
Project Management Institute,
Timeline
Managing Director, Delivery & Program Practice Leader