Driver of successful OpEx initiatives for over 20 years by leading teams focused on the optimizing business operational processes and their technology solutions.
Overview
10
10
years of professional experience
Work History
Director of Data Analytics and Compliance
Goodwill Industries Of Arkansas
Little Rock, AR
12.2022 - Current
Leadership of Data Analytics, Business Systems, Compliance, and Business Process Management teams to optimize the delivery of performance insights and and strategic programs across the organization.
Modeled and demonstrated story-telling through data and communicated clearly with Executive leaders.
Led and affected change in matrixed work environment.
Understood business requirements and KPIs, created analytical hypotheses and identified solutions.
Managed risk and compliance practices and developed data strategies that mitigated risk.
Mapped current business and operational processes and recommended areas for improvement.
Directed large, complex database systems and architectures and used structured and unstructured data with diverse analytics methodologies and approaches.
Created workflow diagrams and Gantt charts to clearly demonstrate processes and timelines.
Collaborated with Operational Process owners and Mission Program leadership to respond to questions and concerns regarding CARF Survey Readiness project details.
Researched and compiled tailored monthly analytics and reports for senior management with PowerBI.
Developed performance metrics derived from raw company data to track improvements in organizational efficiency.
Provided operational user support for high-volume financial institution in fast-paced 24-hour work environment.
Established online configuration knowledge base to support functionality by developing robust system application overview.
Overhauled the Quality And Compliance Review Process to launch the use of defined Quality Standards, by conducting internal process evaluations, scored using weighted alignment to the strategic plan and implemented the practice of holding internal and operational calibration sessions.
Implemented long-term growth initiatives by developing a roadmap for Digital Insights and Reporting Visualization strategies.
Senior Manager, IT PMO
Exeter Finance, LLC
Irving, TX
06.2016 - 06.2017
And Business Analysis – Enterprise PMO, Led large-scale software application efforts to transform Loan Servicing, e-Commerce, Collections, Accounting, and Treasury processes from manual to digital
Facilitated discovery and design thinking sessions with business stakeholders to deliver the most appropriate business solutions, using either Waterfall or Agile depending on the complexity, scope, and/or required timeline of the enhancements
Leveraged SQL to pull required data to analyze and determine the impact of a change, how to identify a functional requirement, or to make decisions on root-cause
Planned and created Business and Functional Requirements Documents, User Stories, UI wireframes, Use Case Scenarios, and Test Cases for User Acceptance Testing sessions
Product delivery included requirements for a customer account fulfillment portal, enhancements to Shaw Collections and Shaw Retail class modules, digitized payment processing and account maintenance processes with a GUI for workflow routing along with various Accounting and Treasury efforts pertaining to readiness for public offering and loan-level portfolio reporting to the Securities and Exchange Commission.
Updated system information, making appropriate changes to documentation.
Director of Business Process Excellence
Conn’s HomePlus
The Woodlands, TX
06.2017 - 06.2019
Business Systems and Process Excellence, Key process owner of Business Systems and Process Excellence teams supporting the enterprise Credit Operations, including, Loan Servicing, Collections, Retail Point-of-Sale and e- Commerce applications
Delivery ownership held for all technology platform implementations, strategic program executions, and process engineering efforts
Key accomplishments for Conn’s under my leadership included:
Redesign of the front-end Point-of-Sale Transaction systems and sequencing reducing contract defects by 80% over 12 months with a program change Epic of multiple iterations
Improvements in the way deliveries, contracts and transaction functions interact and re-built the process to ensure accurate product billing for incomplete orders
Process engineering of all loan modifications, payment processing, and collections hardship programs to promote automation of decisioning and back-end fulfillment
The procurement, selection and architecture of new Loan Servicing and Customer Care systems; converting antiquated platforms and multiple data sources into a real-time, Cloud-based, SaaS platform for transaction processing and CRM for customer journey optimization
Delivered a paperless Document Management protocol and redesigned customer Letter fulfillment processes, taking a manual desktop process to an automated digitized workflow process.
Senior Operations Manager, Records Management
Capital One Auto Finance
Plano, TX
06.2016 - 06.2017
Influenced the success of a 50+ FTE Records Management and Loan Servicing fulfillment team
Led department improvement projects, risk mitigation efforts and owned business continuity plans, risk test plans, CFPB exam requests, and Federal Reserve collateral pledging attestations
Co-developed organizational employee development and recognition programs
Championed efforts towards a new digital records management and electronic fulfillment organization; notably deployed the use of software for Returned Mail analytics and implemented OCR software to route scanned documents to imaging queues
Redesigned department productivity monitoring and reporting across all teams; key metrics were consistent with capacity plan, using a Completion Rate based on multiple SLA’s as a KPI
Owned process documentation and the maintenance of artifacts such as SIPOC, FMEA, RACI, Control Plans, and Process Maps
Utilized various root-cause analysis and decision making tools.
Process Improvement Manager
Ally Financial
04.2009 - 05.2015
Led large-scale, cross-functional Lean Six Sigma initiatives, managing project teams as a Certified Black Belt
Facilitated improvement, implementation and redesign efforts for an overall servicing organization of up to 1200 FTE across four U.S
Sites and two off-shore vendor groups
Supported IT or compliance readiness implementations where process excellence solutions related to business systems were being implemented - wrote user stories, supported sprint grooming sessions, and provided user testing oversight for Agile iterations, and for Waterfall projects, created business requirements and facilitated UAT prior to deployment and control phase monitoring
Developed process controls where needed; influenced executive leadership with recommendations on areas of opportunities and coached on the use of process excellence tools to manage the operation.
Education
Bachelor of Business Administration - Economics
University of Central Arkansas
Skills
Quality and Reliability Objectives
Standards Determination
Customer Satisfaction
Program Improvements
Workflow Development
Statistical Data Analysis
Quality Control Procedures
Organizational Systems
Troubleshooting and Testing
Process Management
Personnel Utilization Improvement
Verbal and Writing Communication
Corrective Actions
Project Team Collaboration
Safety Protocols
Performance Goals
Operational Efficiency
Project Deadlines
Field Surveys
Production Specifications
Six Sigma Methodologies
Process and Performance Improvement
Strategic Vision
Systems Analysis
Prevention Programs
Project Scope Evaluation
Value Stream Mapping
Site Evaluations
Affiliations
LinkedIn
CompIT
Microsoft Community of Practice
American Society of Quality (ASQ)
Process Excellence Network (PEX)
Global - Director Compliance Data Analytics and CI at Fresenius Medical Care Holdings Inc.Global - Director Compliance Data Analytics and CI at Fresenius Medical Care Holdings Inc.
Directory, Enterprise Data, BI Analytics & AI Platform Architect & Innovation at PepsiCoDirectory, Enterprise Data, BI Analytics & AI Platform Architect & Innovation at PepsiCo
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Head of AI for Analytics & Data Technology Group at Morgan Stanley Wealth Management TechnologyHead of AI for Analytics & Data Technology Group at Morgan Stanley Wealth Management Technology