Experienced professional with a proven track record of optimizing business operations and driving organizational success. Creates collaborative environments that promote teamwork and achieve impactful results. Demonstrates expertise in strategic planning and resource management, with a strong focus on flexibility and reliability. Committed to delivering high-quality work and exceeding expectations in fast-paced and dynamic settings.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Chief Administrative Officer/Deputy Director
State of Indiana, Office of Technology
Indianapolis, USA
08.2019 - Current
Provide strategic direction and management to six direct reports including the Chief Financial Officer, Director of ERP Application Support, Director Of Strategic Workforce Management, IT Director, Director of Local Government Outreach and the General Counsel
Strategic partner for the State’s Chief Information Officer
Responsible for the "business of IOT" overseeing $200+ Million in annual billing, financial reporting, and workforce management. Saved the State over $100 Million during my tenure through cost control, contract negotiations, and rate reductions.
Represent the Office of Technology in meetings with the Governor’s Office, State Budget Agency, Office of Management and Budget, Comptrollers Office and all strategic agency partners.
People and Financial Applications Manager
Franciscan Alliance Information Services
Indianapolis, USA
10.2018 - 08.2019
Responsible for managing a team of 22 functional and technical analysts supporting PeopleSoft HCM, SAP SuccesFactors, McKesson Financials, Visual Cactus, OnBase, Halogen ePerformance, and Premisys applications
Project Manager for projects involving the people and financial applications support team
Responsible for writing and evaluating Requests for Proposals, Requests for Services, and Requests for Information for the application support team
Established a culture of continuous learning improving team members' working knowledge of supported applications in order to increase overall support, capabilities, and coverage
Deputy IT Director
State of Indiana, Office of Technology
Indianapolis, USA
01.2013 - 10.2018
Responsible for managing a team of 12 PeopleSoft functional analysts supporting the Accounts Payable, Asset Management, Purchasing/eProcurement, Travel, Security, and all HCM modules
Member of the PeopleSoft Executive Steering committee responsible for developing the strategic direction and operational goals for the ERP at the State of Indiana
Motivate and encourage team members to improve their working knowledge of the PeopleSoft system in order to increase overall support, capabilities, and coverage
Mentor team members to define and develop career paths to advance their careers
Work with IT Directors and CFO's at all State agencies to improve the delivered functionality of PeopleSoft Financial modules
Operations/Financial Analyst
State of Indiana, Office of Technology
Indianapolis, USA
03.2006 - 01.2013
Created and maintained the budget and financial projection systems currently in use at the Office of Technology using MS Excel, Access, and PeopleSoft applications
Developed, prepared, and provided financial analysis of the annual operating and capital budgets for the Office of Technology (total budget of $125 million with 400 FTE's)
Prepared and provided financial analysis of budget projections and actual-to-budget variances for monthly and year-to-date operating reports
Created and implemented zero based budgeting and cost variance analysis programs
Tracked and reported agency key performance indicators to the Governor's Office
Provided ad-hoc financial analysis as required by senior management
Supervisor, Financial Planning & Analysis
Redcats USA
Indianapolis, USA
09.2003 - 03.2006
Developed, prepared, and provided analysis of the annual operating and capital budgets for finance, merchandising, advertising, information technology and E Commerce departments
Responsible for the consolidation and reporting of corporate financial information for operating and capital expenditures (total budget of $1.2 billion) for Redcats USA using Hyperion, Everest, and Oracle financial software packages
Managed the team responsible for capital asset tracking and reporting and indirect cost evaluation
Provided financial analysis and recommendations for projects requested by senior management
Business Analyst
United Airlines
Indianapolis, USA
10.2000 - 09.2003
Responsible for the development, preparation, analysis and presentation of the annual operating and capital budgets for the Indianapolis Maintenance Center (total budget of $500 million and 1,700 FTE's)
Prepared and provided analysis of budget projections and actual-to-budget variances for monthly and year-to-date operating reports
Reviewed and managed contracts for 3rd party service providers for IMC
Budget Administrator
Citizens Gas & Coke Utility
Indianapolis, USA
09.1997 - 10.2000
Responsible for the development, preparation, analysis and presentation of the Utility's annual operating and capital budgets (total budget of $540 million and 900 FTE's)
Prepared and analyzed budget projections and actual-to-budget variance analysis for monthly, quarterly, and year-to-date financial statements using Lawson Financials and MS Excel.
Direct Lending Credit Administrator
National City Bank
Indianapolis, USA
10.1990 - 09.1997
Responsible for management and leadership of the Direct Lending Department staff (12 FTEs) including staff selection, motivation and performance reviews and for maintaining and evaluating total installment loan portfolio performance including asset quality, yield, and delinquency
Assistant Vice President/Branch Manager
National City Bank
Indianapolis, USA
01.1994 - 01.1997
Responsible for achieving goals in business development and retention through a dynamic marketing effort in the areas of deposit accounts, consumer loans, and commercial loans and for the overall efficient and profitable operation of a full service branch banking office including staffing, staff development, adherence to bank policy and procedures, and emphasizing the highest standards of quality customer service
Branch Administration Officer
Peoples Bank and Trust Company
Indianapolis, USA
10.1989 - 10.1990
Financial Accounts Representative
Whirlpool Financial Corporation
Indianapolis, USA
10.1988 - 10.1989
Education
Bachelor of Science Degree - Management, Finance, Political Science
Purdue University
West Lafayette, IN
01.1988
Skills
Strategic planning and execution
Administrative management strategies
Problem-solving
Relationship and team building
Excellent communication
Analytical and critical thinker
Decision-making
Business analysis
Organizational leadership
Business process improvement
References
Available upon request
Certification
ITIL
Timeline
Chief Administrative Officer/Deputy Director
State of Indiana, Office of Technology
08.2019 - Current
People and Financial Applications Manager
Franciscan Alliance Information Services
10.2018 - 08.2019
Deputy IT Director
State of Indiana, Office of Technology
01.2013 - 10.2018
Operations/Financial Analyst
State of Indiana, Office of Technology
03.2006 - 01.2013
Supervisor, Financial Planning & Analysis
Redcats USA
09.2003 - 03.2006
Business Analyst
United Airlines
10.2000 - 09.2003
Budget Administrator
Citizens Gas & Coke Utility
09.1997 - 10.2000
Assistant Vice President/Branch Manager
National City Bank
01.1994 - 01.1997
Direct Lending Credit Administrator
National City Bank
10.1990 - 09.1997
Branch Administration Officer
Peoples Bank and Trust Company
10.1989 - 10.1990
Financial Accounts Representative
Whirlpool Financial Corporation
10.1988 - 10.1989
Bachelor of Science Degree - Management, Finance, Political Science
Deputy Chief of Staff and Legislative Director at State Senator Paul BettencourtDeputy Chief of Staff and Legislative Director at State Senator Paul Bettencourt