Results-focused, energetic leader with experience leading diverse teams responsible for critical business processes. SAFE and PMP certified in project management with a proven track record in deployment of complex, customized solutions for business partners while ensuring quality and schedule commitments are maintained. Dedicated to implementing process improvements that result in improved quality and efficiency.
Overview
13
13
years of professional experience
Work History
Product Delivery Manager
Edward Jones
01.2021 - Current
Direct management of geographically dispersed teams responsible for design, development, implementation and sustainment of payroll and compensation capabilities supporting associates and over 19,000 financial advisors
Responsible for execution and delivery of key initiatives including Branch P&L improving financial advisors insights to branch expenses and profitability
Advocates and ensures firm technology strategies are taken into account during solutioning sessions
Collaborates with product management on team structure
Makeup and capability focus
Partners with QA and enabling teams to develop metrics to monitor and progress team maturity
Initiates process improvements to enable stakeholder efficiency and effectiveness including automation of payroll compliance reporting and
Led multiple teams through SAFE activation process, responsible for continuous coaching and improvement of processes and practices
Close collaboration with senior leaders to identify, plan and implement portfolio improvements
Developed initial roadmap and statement of work to build offshore teams supporting production and development to further enable stakeholder feature delivery
Developed new finance organization leadership structure to support onboarding and initial oversight of offshore teams
Senior IT Manager
The Boeing Company
01.2019 - 01.2021
Close to Report Value Stream
Direct management of 20-member global team responsible for design, development, implementation, and sustainment of Cost and Financial accounting capabilities within the digital enterprise SAP ERP system
Lead implementation and understanding of SAFE methodologies and practices across multiple scrum teams; including number of teams and strategic focus
Implemented system solution supporting the accounting foundation required to replace Enterprise indirect procurement system
Oversight of solution options including software recommendations
Responsible for recommendation and assignments of internal and external resources; balancing on long term roadmaps with PI objectives
Lead process improvement initiatives including the automation of tax regression testing scripts enabling stable, repeatable process reducing IT resource support by 20%
Deputy global solution owner of finance implementation roadmap, strategy, and sprint execution for next generation Enterprise Resource Planning
Finance leader responsible for recommending process improvements integrating digital enterprise change board functions into sustaining operations
Enterprise focal responsible for ensuring resource needs across finance value streams are understood, communicated and filled based on emerging priorities and budget allocation
IT Manager
01.2018 - 01.2019
Direct management of 15-member team responsible for a suite of applications supporting Enterprise Planning, Cost Management and Earned Value capabilities utilizing multiple technology stacks
Implemented DevOps pilot team resulting in accelerated delivery of business value and increased employee job satisfaction
Provided development opportunities aligned to employee career path through internal team rotations and short term assignments
Implemented cost management improvements using agile practices resulting in compliance with cost accounting standards, eliminating the risk of non-payment on government contracts
Forecasted demand and capacity needs of organization; balance statement of work and resources between Application Services, Second Century and technical obsolesce
Business partner engagement focal between Finance System Integration and development teams
Lead cross functional process improvement teams responsible for developing work intake process and workload management tools supporting agile product teams driving team empowerment, increased throughput and accountability
Solution Delivery Lead
Boeing
01.2017 - 01.2018
Of 44 systems including, International Business Systems, Contracts, Pricing, Estimating & Procurement Financial Analysis, and Travel Systems
Facilitated evaluation and execution of work through the Single Work Intake process
Evaluate business case, ROI and potential solutions, estimate effort required to develop solution
Lead planning, monitor project progress, schedule and budget based on Program Management Change board priorities
Led cross functional team establishing strategy of Team Foundation Server (TFS), incorporating project schedule tracking, resource loading, iteration planning and SOx controls
Led culture shift to the services methodology
Team Lead
Boeing International Business Systems
01.2016 - 01.2017
Managed 18-member global team supporting International Finance System on Oracle E-business ERP supporting 3,100 users
Led accelerated deployment of 50 International entities with sourcing partner, resulted in common systems and processes enabling compliant global business, implementation approach resulted in cost savings of $10 million
Implemented PRM (Project Resource Management) module resulting in SOx compliant practices for Boeing Defense United Kingdom
Built strong, collaborative relationships with IT staff, customers, vendors and third party contractors
Implemented best practices supporting transition from development to sustaining application
Service level agreements, after action review process, root cause analysis and year end readiness strategy
Functional Architect
PeopleSoft
01.2015 - 01.2016
Evaluated products for, accounting solutions driven by business requirements and IT strategy
Defined best practices of design and implementation solutions for complex systems and infrastructure development
Led all stages of the software project life cycle, established design constraints and ensured solution conformed to requirements and design constraints
Led functional excellence team focused on common processes and cost reduction across Finance Systems
Collaborated across multi-discipline, cross functional teams to build conceptual design recommendation of future state IT work intake process
Defined and implemented Change Management process utilizing Team Foundation Server with business partners
Team Lead/Project Manager
01.2011 - 01.2015
Managed 16 person IT Accounting Close team supporting major development projects for PeopleSoft Financials 9.2 and PeopleTools 8.54
System supported 2,200 users
Responsible for weekly, monthly and year end accounting close processes
Ensured service level agreements were met, issues were resolved in a timely manner with minimal customer impact and lessons learned reviews were performed and implemented
Managed schedule and scope of projects to achieve customer expectations and budget control
Implemented process improvements
IT lead for Lean Change Management process improvement resulting in 23% reduction in data entry by leaning out required field input
Championed process improvements automating manual efforts reducing IT support costs by $645K
Led Production Support/Monitoring steady state sourcing statement of work initiative throughout Accounting Close Systems
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones