Dynamic Product Owner with excellent analytical and technical skills, specializing in Financial SaaS solutions. Exceptional communicator skilled at leading cross-functional teams, pursuing an opportunity to lead a product and development team to success.
Overview
14
14
years of professional experience
Work History
Associate Director ERP Financials Implementations
i3Verticals
Shreveport, LA
11.2024 - Current
Document/lead/facilitate the standard operating procedures of the Implementation department
Oversee daily performance of implementation staff
Assign new clients to implementation staff
Develop/facilitate training procedures and materials for software implementation
Review implementation work orders
Attend weekly implementation meetings to review current work and any issues
Attend meetings with immediate supervisor as scheduled
Attend manager meetings, as necessary
Determine strategies and policies for the Implementation department
Manage workflow in the Implementation department, resolving blockers
Guide Implementation team on items and escalations outside of their department
Resolve any disputes between Implementation Department, clarification of roles and responsibilities
Check pulse of all team members periodically (lead weekly project status meeting and sprint planning)
Ensure client satisfaction from Implementation
Review resumes, schedule interviews, and lead job interviews for open positions
Create and approve HR documentation
Product Owner
i3Verticals
Shreveport, LA
09.2020 - Current
Leads the Financials Product Team, using well-crafted user stories, to maintain and improve a legacy financial application, meeting all business and functional requirements
Conducts regular sprint reviews and release planning meetings to evaluate progress and adjust scope as needed
Facilitates agile ceremonies such as stand-ups, retrospectives, and backlog grooming sessions
Using JIRA, strategically prioritizes and grooms backlog items according to business value and stakeholder input
Coordinates with Development Team, customers, and other stakeholders to analyze needs and align product roadmap to strategic goals
Assists the Financials Implementation Team through all phases of the implementation lifecycle, from kickoff and requirements gathering to user training and go-live
Identifies potential risks and develops mitigation strategies during implementation process
Demonstrates Financial Payroll application to potential clients
As Tier 2 Client Support Analyst, coordinated with Product and Development Teams to lead all support escalations from initial client contact to issue resolution
Consistently exceeds expectations in delivering stellar customer service
Business Support Specialist V
Cherokee Nation Businesses
Lafayette, LA
11.2019 - 09.2020
Reconciled all bank card transactions and escalated unresolved reconciliation issues to appropriate management personnel for further investigation
Reconciled general ledger accounts related to payroll and made necessary adjustments when discrepancies were identified
Developed strong relationships with key clients through excellent communication skills
Maintained up-to-date records of employee information such as address changes, tax exemptions, and benefit deductions
Assisted with year-end tasks including generating W-2 forms and verifying employee tax information
Ensured compliance with federal, state, and local tax laws by staying informed on updates and changes in regulations
Data Entry Specialist
Marine Consulting, Incorporated
New Iberia, LA
04.2017 - 11.2019
Entered large volume of information daily with high degree of accuracy for submission to various insurance companies
When necessary, provided IT support through regular software updates and network troubleshooting
HR System Administrator
Premiere, Incorporated
New Iberia, LA
06.2011 - 02.2015
As HR System Administrator, managed installation, setup, maintenance, and troubleshooting of all HR programs, including Sage ABRA, Sage Employee Self Service, Crystal Reports, Time Clock, Premiere Time Entry System (PTES) and reports, forms and queries used for Payroll/HR in Microsoft Access and Crystal Reports
As Payroll Specialist, calculated and processed garnishments, deductions, and taxes, ensuring employee confidentiality
Conducted audits of payroll data to ensure compliance with company policies and applicable laws
Education
Bachelor of Science - Criminal Justice/Cyber Security
Colorado Technical University-Online
Colorado Springs, CO
08.2019
Skills
SaaS Implementation
Agile Methodologies
JIRA Roadmapping
Payroll/Financial Business Expert
Network/Software Support
Teamwork and Collaboration
Scrum Framework
Stakeholder Management
Enhancement and Feature Curation
Timeline
Associate Director ERP Financials Implementations
i3Verticals
11.2024 - Current
Product Owner
i3Verticals
09.2020 - Current
Business Support Specialist V
Cherokee Nation Businesses
11.2019 - 09.2020
Data Entry Specialist
Marine Consulting, Incorporated
04.2017 - 11.2019
HR System Administrator
Premiere, Incorporated
06.2011 - 02.2015
Bachelor of Science - Criminal Justice/Cyber Security
<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.