Dynamic leader with extensive M&A and TSA experience at Heitmeyer Consulting, adept at stakeholder communication and strategic thinking. Successfully managed large-scale IT budgets and drove infrastructure modernization, achieving a 55% reduction in costs while enhancing operational efficiency. Proven ability to lead teams and execute complex projects in high-pressure environments.
University of Alabama at Birmingham – General Courses
PMP (In Progress/Planned)
Key Qualifications
M&A and TSA Experience – Led post-acquisition infrastructure and application transitions, vendor integration, and technology streamlining.
Infrastructure Replacement – Oversaw enterprise-wide equipment replacement including servers, desktops, monitors, and telecommunication assets.
Application Transition & Modernization – Managed replacement and modernization of 100+ applications during digital banking transformations and system conversions.
Healthcare Technology Background – Supported hospital network infrastructure and academic medical environments during early career roles.
Vendor & Asset Coordination – Directed vendor relationships and equipment procurement/implementation across 27+ facilities.
PMP-level Execution – Practiced in structured project planning, cutover coordination, and stakeholder communication using Teams, Excel, and PowerPoint.
Compliance-Focused – Deep knowledge of regulated environments with experience serving on the SAR Committee and working with FinCEN compliance.
<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services
Post-Merger Integration Manager - M&A / Acquisition at Saudi Investment Recycling CompanyPost-Merger Integration Manager - M&A / Acquisition at Saudi Investment Recycling Company